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
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 $ 1,424,545,971
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 HEALTH CARE 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 11
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 10,124
6 Total number of volunteers (estimate if necessary) .... 6 2,799
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 2,769,406
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -6,378,075
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,671,527 19,008,671
9 Program service revenue (Part VIII, line 2g) ......... 1,238,262,832 1,376,929,883
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 14,364,672 16,782,008
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,570,971 9,577,215
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,281,870,002 1,422,297,777
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 567,922 584,125
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) 582,179,905 639,511,480
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 338,411 566,986
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,756,998    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 626,480,052 692,720,524
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,209,566,290 1,333,383,115
19 Revenue less expenses. Subtract line 18 from line 12....... 72,303,712 88,914,662
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,733,738,284 1,822,810,841
21 Total liabilities (Part X, line 26)............. 1,003,299,523 1,059,583,745
22 Net assets or fund balances. Subtract line 21 from line 20..... 730,438,761 763,227,096
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 use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
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 HEALTH CARE SERVICES DELIVERED IN HOSPITAL, COMMUNITY AND IN-HOME SETTINGS, AND TO ADVANCING MEDICINE THROUGH CLINICAL EDUCATION AND RESEARCH. THE ORGANIZATIONS FOSTER A CULTURE OF EXCELLENCE WITHIN A COLLABORATIVE ENVIRONMENT. THEY ACTIVELY SEEK INNOVATIVE SOLUTIONS, TECHNOLOGIES AND PARTNERSHIPS TO SUPPORT SUSTAINABLE FINANCIAL GROWTH AND TO ENSURE THE COMMUNITIES THE ORGANIZATIONS SERVE HAVE ACCESS TO A COMPREHENSIVE CONTINUUM OF INTEGRATED SERVICES THAT MEET THEIR PRESENT AND FUTURE HEALTH CARE NEEDS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 159,094,000 including grants of $ 0 ) (Revenue $ 181,079,000 )
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 2011 THE ORGANIZATION SERVICED 26,844 CARDIAC CASES FOR A TOTAL OF 46,569 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $ 93,197,000 including grants of $ 0 ) (Revenue $ 95,682,000 )
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 2011 THE ORGANIZATION SERVICED 40,168 ONCOLOGY CASES FOR A TOTAL OF 18,925 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4c (Code:   ) (Expenses $ 82,224,000 including grants of $ 0 ) (Revenue $ 88,801,000 )
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 2011 THE ORGANIZATION SERVICED 16,689 ORTHOPEDIC/REHABILITATION CASES FOR A TOTAL OF 27,331 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4d Other program services (Describe in Schedule O.)
(Expenses $ 729,886,344 including grants of $ 584,125 ) (Revenue $ 1,012,824,747 )
4e Total program service expensesMediumBullet$ 1,064,401,344
Form 990 (2011)
Form 990 (2011)
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 IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 temporarily restricted endowments, permanent endowments, 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
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see attachment
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization 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 list of attachments
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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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...........................
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
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 (2011)
Form 990 (2011)
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
1,243
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
10,124
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
 
 
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 (2011)
Form 990 (2011)
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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
22
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
11
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
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete 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
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
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 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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
Chairperson ; Trustee
 5.0 X   X       0 0 0
(2) Thomas J Kononowitz
Vice Chair; Trustee
 5.0 X   X       0 0 0
(3) Meredyth Armitage
Secretary; Trustee
 5.0 X   X       0 0 0
(4) Marc H Lory
Trustee; President MHC
 60.0 X   X       983,974 0 57,082
(5) Richard A Amdur Esq
Immediate Past Chair;Trustee
 5.0 X   X       0 0 0
(6) John K Lloyd FACHE
Trustee; President/CEO MHS
 60.0 X   X       2,173,864 0 50,142
(7) John J Flynn
Trustee
 5.0 X           0 0 0
(8) Peter S Falvo Jr Esq
Trustee
 5.0 X           0 0 0
(9) Alfred Schiavetti
Trustee
 3.0 X           0 0 0
(10) Anthony T Scardella MD
Trustee
 3.0 X           0 0 0
(11) Frank Sharp MD
Trustee
 3.0 X           36,500 0 0
(12) Gregg Azcuy
Trustee
 3.0 X           0 0 0
(13) Jeffrey Hager DO
Trustee
 3.0 X           17,067 0 0
(14) John Rose MD
Trustee
 3.0 X           10,300 0 0
(15) Joseph Mancini
Trustee
 3.0 X           0 0 0
(16) K George Younan MD
Trustee
 3.0 X           20,000 0 0
(17) Leonard Zawodniak MD
Trustee
 3.0 X           0 0 0
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) Norman V Buttaci
Trustee
 3.0 X           0 0 0
(19) Roger Thompson MD
Trustee
 3.0 X           37,000 0 0
(20) Serena DiMaso Esq
Trustee
 3.0 X           0 0 0
(21) Steven Koerner DO
Trustee
 3.0 X           12,300 0 0
(22) William Lawless PhD
Trustee
 3.0 X           0 0 0
(23) William Himelman Esq
Chairperson; Trustee
 5.0 X   X       0 0 0
(24) Edward R McGlynn Esq
Vice Chair; Trustee
 5.0 X   X       0 0 0
(25) John Gantner
Trustee ; Exec VP/CFO MHS
 60.0 X   X       1,172,862 0 239,047
(26) Brian Roper MD
Trustee
 3.0 X           14,977 24,000 0
(27) Fern Esposito
Trustee
 3.0 X           0 0 0
(28) Peter Raben
Chairperson; Trustee
 5.0 X   X       0 0 0
(29) Bernard Natelson
Trustee
 3.0 X           0 0 0
(30) Georgina E Petillo
Trustee
 3.0 X           0 0 0
(31) Janice Sweeney
Trustee
 3.0 X           0 0 0
(32) Maris Lown
Trustee
 3.0 X           0 0 0
(33) Robert R Stohrer
Trustee
 3.0 X           0 0 0
(34) Ernest A Scherler
Chairperson; Trustee
 5.0 X   X       0 0 0
(35) Domenic M DiPiero III
Vice Chair; Trustee
 5.0 X   X       0 0 0
(36) David L Flood
Trustee; Pres. Foundations
 55.0 X           483,083 0 33,239
(37) Barbara Ganz
Trustee
 3.0 X           0 0 0
(38) Carol Stillwell
Trustee
 3.0 X           0 0 0
(39) Deborah Mathis
Trustee
 5.0 X           0 0 0
(40) Eric M Kirsch CFA
Trustee
 5.0 X           0 0 0
(41) Holly R Hubbell
Trustee
 5.0 X           0 0 0
(42) Karen T OHare
Trustee
 5.0 X           0 0 0
(43) Kristen S Bunnell
Trustee
 5.0 X           0 0 0
(44) Lucy K H Kalian
Trustee
 5.0 X           0 0 0
(45) Marion A Hergert
Trustee
 5.0 X           0 0 0
(46) Moon Choo
Trustee
 3.0 X           0 0 0
(47) Nancy Seidenstein
Trustee
 3.0 X           0 0 0
(48) Richard A Goldman
Trustee
 5.0 X           3,982 0 0
(49) Richard J Lane
Trustee
 5.0 X           0 0 0
(50) Robert D Broege Esq
Trustee
 3.0 X           0 0 0
(51) Thomas J Gravina
Trustee
 5.0 X           0 0 0
(52) Vincent J Puma
Trustee
 5.0 X           0 0 0
(53) Wendell Smith Esq
Trustee
 3.0 X           0 0 0
(54) William W Wingard
Trustee
 5.0 X           0 0 0
(55) Anita Roselle
Trustee
 3.0 X           0 0 0
(56) Barbara Brager
Trustee
 3.0 X           0 0 0
(57) J Scott Ferguson
Trustee
 3.0 X           0 0 0
(58) Joanne Falcone
Trustee
 3.0 X           0 0 0
(59) John A Giunco Jr Esq
Trustee
 3.0 X           0 0 0
(60) Karen A Goldblatt
Trustee
 3.0 X           0 0 0
(61) Peter Cancro
Trustee
 3.0 X           0 0 0
(62) Philip L Perricone
Trustee
 3.0 X           0 0 0
(63) Richard M Neibart MD
Trustee
 3.0 X           0 0 0
(64) Salvatore Pappalardo
Trustee
 3.0 X           0 0 0
(65) Stephan C Lowy
Trustee
 3.0 X           0 0 0
(66) Steven G Littleson
Trustee; PRES JSUMC
 55.0 X           828,598 0 50,397
(67) T Burt Barham
Trustee
 3.0 X           0 0 0
(68) William C Black
Trustee
 3.0 X           0 0 0
(69) Edward J McKenna Jr
Trustee
 3.0 X           0 0 0
(70) Elizabeth Moody Schmalz Ferguson
Trustee
 3.0 X           0 0 0
(71) Joseph Albertelli
Trustee
 3.0 X           0 0 0
(72) Lawrence W Sykoff EdD
Trustee
 3.0 X           0 0 0
(73) Lore Macdonald
Trustee
 3.0 X           0 0 0
(74) Margaret S Riker
Trustee
 3.0 X           0 0 0
(75) Michael Oster
Trustee
 3.0 X           0 0 0
(76) Mindy M Minerva
Trustee
 3.0 X           0 0 0
(77) Peter T Roselle
Trustee
 3.0 X           0 0 0
(78) Phillipa G Woodriffe MD
Trustee
 3.0 X           0 0 0
(79) Richard D Donovan
Trustee
 3.0 X           0 0 0
(80) Robert S Jones Jr
Trustee
 3.0 X           0 0 0
(81) Timothy J Hogan
Trustee; PRES RMC & BCH
 55.0 X           1,680,347 0 48,017
(82) Christian T Koerner MST CPA ABV
Trustee
 3.0 X           0 0 0
(83) Dale Wegener
Trustee
 3.0 X           0 0 0
(84) Dean Lin
Trustee; PRES OMC
 55.0 X           346,109 0 13,829
(85) Edward J Dimon Esq
Trustee
 3.0 X           0 0 0
(86) Elizabeth A Kelly
Trustee
 3.0 X           0 0 0
(87) James A Clarke MD
Trustee; VP CLINICAL EFF
 50.0 X           305,670 0 22,254
(88) James A Urner
Trustee
 3.0 X           0 0 0
(89) Joseph Introna
Trustee
 3.0 X           0 0 0
(90) Kevin L Buckelew
Trustee
 3.0 X           0 0 0
(91) Leslie H Bird
Trustee
 3.0 X           0 0 0
(92) Nina Anuario
Trustee
 3.0 X           0 0 0
(93) Robert A Monaco MD
Trustee
 3.0 X           0 0 0
(94) Robert B OBrien Jr
Trustee
 3.0 X           0 0 0
(95) Thomas J Sexton
Trustee
 3.0 X           0 0 0
(96) Vincent J Vivona DO JD FACP
Trustee
 3.0 X           15,388 0 0
(97) Dorothy Ryan
Second Vice Chair; Trustee
 5.0 X   X       0 0 0
(98) Albert Schwind
Trustee
 3.0 X           0 0 0
(99) Angela Ominski
Trustee
 3.0 X           0 0 0
(100) Anne Nachman
Trustee
 3.0 X           0 0 0
(101) Arthur Barron
Trustee
 3.0 X           0 0 0
(102) David M Nilsen
Trustee
 3.0 X           0 0 0
(103) Fred Duffy
Trustee
 3.0 X           0 0 0
(104) Jean Flesche
Trustee
 3.0 X           0 0 0
(105) Joan M Hart
Trustee
 3.0 X           0 0 0
(106) Joseph Lattanzi MD
Trustee
 3.0 X           23,133 0 0
(107) Joseph P Coyle
Trustee; PRES SOMC
 55.0 X           686,952 0 172,507
(108) Joseph T ODonnell
Trustee
 3.0 X           0 0 0
(109) Judy Brophy
Trustee
 3.0 X           0 0 0
(110) Matthew Schwing
Trustee
 3.0 X           0 0 0
(111) Michael Aaron DO
Trustee
 3.0 X           0 0 0
(112) Michael Bleiman MD
Trustee
 3.0 X           92,150 259,941 10,389
(113) Peter S Goldman
Trustee
 3.0 X           0 0 0
(114) Rita Bonin
Trustee
 3.0 X           0 0 0
(115) Robert J Simmons
Trustee
 3.0 X           0 0 0
(116) Thomas J Dolan
Trustee
 3.0 X           0 0 0
(117) Timothy G Dolan
Trustee
 3.0 X           0 0 0
(118) Yvonne Zaun
Trustee
 3.0 X           0 0 0
(119) Robert Palermo
Treasurer; VP FINANCE
 50.0 X   X       366,535 0 60,209
(120) Alan Cabasso MD
Sec.; Trustee; MPI PROG Dir
 55.0 X   X       0 231,899 65,876
(121) Carl M Marchetti MD
TRUSTEE; President MPI
 27.5 X           184,959 0 43,461
(122) Barry Weshnak
Trustee
 3.0 X           0 0 0
(123) David Kountz MD
Trustee; SR VP MED AFFAIRS
 55.0 X           419,901 0 33,689
(124) Elliot Frank MD
Trustee
 50.0 X           0 432,801 63,951
(125) Jerome Vernick MD
Trustee
 50.0 X           0 545,985 46,162
(126) Steven Kairys MD
Trustee
 50.0 X           0 415,333 55,027
(127) Martin M Barger Esq
Chairperson ; Trustee
 5.0 X   X       0 0 0
(128) Ronald Schrader
Secretary; Trustee
 5.0 X   X       0 0 0
(129) Christopher Carton
Treasurer; Trustee
 5.0 X   X       0 0 0
(130) Kenneth Fitzsimmons Esq
Trustee
 3.0 X           0 0 0
(131) Maurice Meyer III
Trustee
 3.0 X           0 0 0
(132) Salvatore Inciardi
SR VP; Asst. Secretary
 55.0     X       602,625 0 56,565
(133) Ann Gavzy
SR VP LEGAL AFFAIRS
 55.0       X     518,708 0 52,000
(134) Rebecca Weber
SR VP/CIO
 55.0       X     529,658 0 67,669
(135) Rick Scott
SR VP Clinical Effectiveness
 55.0       X     492,816 0 51,448
(136) Richard Hader
SR VP Nursing
 55.0       X     346,431 0 50,518
(137) Sherrie String
Sr VP Human Res [from 7/11/11]
 55.0       X     284,427 0 4,817
(138) Frank Goldstein
VP Physician Services
 50.0       X     427,463 0 51,432
(139) Kim Carpenter
VP Clinical Effectiveness
 50.0       X     360,667 0 48,713
(140) James Molloy
VP Government Relations
 50.0       X     319,618 0 52,764
(141) Richard Hand
VP Finance SOMC/BCH
 50.0       X     332,797 0 36,980
(142) John Sindoni
Sr VP Human Res [to 1/7/11]
 0.0       X     274,718 0 20,494
(143) David Boss
VP Clinical Effectiveness
 50.0       X     339,194 0 23,194
(144) Michele Mendelson
VP Meridian Home Care
 50.0       X     274,855 0 46,481
(145) Christine Scott
VP Marketing & Corp Comm
 50.0       X     261,979 0 25,403
(146) Kevin Bryant
FORMER CIO SOMC
 50.0       X     206,454 0 14,789
(147) Joseph Reichman
VP Clinical Effectiveness
 50.0         X   343,270 0 23,186
(148) TERRY MANNA
VP MANAGED CARE
 50.0         X   322,990 0 42,063
(149) MARGARET QUINN
CHIEF MEDICAL INFO OFFICER
 50.0         X   315,494 0 50,752
(150) ALEXANDER LEHRER
VP RISK MANAGEMENT
 50.0         X   309,441 0 33,013
(151) MARILYN KOCZAN
VP PATIENT FINANCIAL SERVICES
 50.0         X   294,702 0 61,452
(152) Elwood Joseph Hummel
Former
 0.0           X 226,090 0 25,815
(153) J Gordon Boak
Former
 0.0           X 0 136,167 30,701
(154) Raymond Green
Former
 0.0           X 209,399 0 25,095
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 17,509,447 2,046,126 1,960,622
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet839
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
Yes
 
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
UMDNJ
PO BOX 2685 LIBERTY PLAZA
NEW BRUNSWICK,NJ089032685 		MEDICAL 6,960,429
EMERACUTE CARE MEDICAL CO-NE INC
440 STEVENS AVE SUITE 150
SOLANA BEACH,CA92075 		MEDICAL 6,660,907
ANGELICA TEXTILE SERVICES
44 NEWMANS COURT
HEMPSTEAD,NY11550 		LAUNDRY 4,429,260
QUALCARE INC
30 Knightsbridge Rd
PISCATAWAY,NJ08854 		CLAIMS ADMIN. 4,297,304
STORANDT PANN MARGOLIS
15 W HARRIS AVE STE 300
LA GRANGE,IL60525 		ADVERTISING 3,321,107
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet192
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,524,996
d Related organizations...1d 46,485
e Government grants (contributions)1e 7,101,224
f All other contributions, gifts, grants, and
similar amounts not included above1f 		10,335,966
g Noncash contributions included in lines 1a-1f:$ 161,497
h Total. Add lines 1a-1f.......MediumBullet 19,008,671
Program Service Revenue Business Code
2a NET PATIENT SERVICE REVENUE 541,900 1,270,237,393 1,270,237,393    
b OTHER HEALTHCARE RELATED REVENUE 541,900 15,703,922 15,574,415 129,507  
c MH REALTY PROGRAM SERVICE REVENUE 541,900 16,042,536 16,042,536    
d PHARMACY REVENUE 900,099 13,882,343 13,882,343    
e LABORATORY REVENUE 621,500 3,743,477 2,491,177 1,252,300  
f All other program service revenue . 57,320,212 57,320,212    
g Total. Add lines 2a–2f........MediumBullet 1,376,929,883
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 15,578,518     15,578,518
4 Income from investment of tax-exempt bond proceeds..MediumBullet 1,115,841 69,265   1,046,576
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 4,041,929  
b Less: rental expenses 1,274,853  
c Rental income or (loss) 2,767,076  
d Net rental income or (loss).......MediumBullet 2,767,076   -40,095 2,807,171
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   87,649
b Less: cost or other basis and sales expenses    
c Gain or (loss)   87,649
d Net gain or (loss)..........MediumBullet 87,649     87,649
8a Gross income from fundraising events (not including
$ 1,524,996
of contributions reported on line 1c). See Part IV, line 18 ...
a 973,341
b Less: direct expenses ...b 973,341
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 1,691,053   621,660 1,069,393
b CAFETERIA 722,210 1,766,968     1,766,968
c EMPLOYEE RELATED 900,099 346,850     346,850
d All other revenue .... 3,005,268   806,034 2,199,234
e Total. Add lines 11a–11d ......MediumBullet 6,810,139
12 Total revenue. See Instructions....MediumBullet 1,422,297,777 1,375,617,341 2,769,406 24,902,359
Form 990 (2011)
Form 990 (2011)
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).
Check if Schedule O contains a response to any question in this Part IX. .........
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 United States. See Part IV, line 21 335,925 335,925
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 248,200 248,200
3 Grants and other assistance to governments, organizations, and individuals outside the United States. 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 .... 15,351,894 13,816,705 1,535,189 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 495,759,951 413,185,685 80,552,905 2,021,361
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 27,094,926 21,653,518 5,283,970 157,438
9 Other employee benefits ....... 65,756,609 50,949,953 14,597,611 209,045
10 Payroll taxes ........... 35,548,100 26,806,455 8,683,017 58,628
11 Fees for services (non-employees):        
a Management ...... 6,671,687 4,159,687 2,512,000  
b Legal ......... 1,529,953   1,529,953  
c Accounting ........... 655,618   655,618  
d Lobbying ........... 484,645   484,645  
e Professional fundraising. See Part IV, line 17.. 566,986 566,986
f Investment management fees ...... 1,254,890   1,254,890  
g Other .......... 109,862,716 90,431,822 19,430,894  
12 Advertising and promotion .... 9,314,730 313,267 9,001,463  
13 Office expenses ....... 135,687,390 115,103,132 20,584,258  
14 Information technology ...... 3,345,222 647,945 2,697,277  
15 Royalties .. 2,272,558 670,291 1,602,267  
16 Occupancy ........... 39,694,946 8,863,392 30,601,575 229,979
17 Travel ............ 2,152,925 1,217,515 887,837 47,573
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,341,989 563,998 775,945 2,046
20 Interest ........... 38,677,915 31,032,862 7,625,644 19,409
21 Payments to affiliates ....... 6,488,417 3,111,567 3,299,850 77,000
22 Depreciation, depletion, and amortization ..... 61,364,550 50,910,067 10,373,162 81,321
23 Insurance .............. 14,871,692 11,764,019 3,084,316 23,357
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MEDICAL SUPPLIES 118,627,972 118,627,972    
b PROVISION FOR BAD DEBTS 57,342,134 45,582,442 11,698,794 60,898
c CONSULTING & PROF. FEES 35,620,359 34,594,668 741,542 284,149
d PURCHASED SERVICES 22,295,622 12,718,370 8,920,681 656,571
e
f All other expenses 23,162,594 7,091,887 15,809,470 261,237
25 Total functional expenses. Add lines 1 through 24f 1,333,383,115 1,064,401,344 264,224,773 4,756,998
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 372,434 1 370,180
2 Savings and temporary cash investments ....... 219,456,217 2 198,257,022
3 Pledges and grants receivable, net ......... 7,369,032 3 8,636,628
4 Accounts receivable, net ......... 117,039,871 4 123,813,271
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
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 .......... 0 6 0
7 Notes and loans receivable, net ............. 6,436,373 7 6,020,986
8 Inventories for sale or use .............. 17,144,987 8 17,974,662
9 Prepaid expenses and deferred charges ............ 5,210,638 9 5,680,686
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,468,834,108
b Less: accumulated depreciation. ..... 10b 769,258,301 714,051,399 10c 699,575,807
11 Investments—publicly traded securities .......... 441,939,124 11 531,076,987
12 Investments—other securities. See Part IV, line 11 ...... 10,527,064 12 21,324,417
13 Investments—program-related. See Part IV, line 11 .. 162,336,129 13 157,058,867
14 Intangible assets ......... 9,144,200 14 2,214,801
15 Other assets. See Part IV, line 11 ........... 22,710,816 15 50,806,527
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,733,738,284 16 1,822,810,841
Liabilities 17 Accounts payable and accrued expenses . 120,639,529 17 113,535,552
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 834,790 19 1,086,527
20 Tax-exempt bond liabilities .......... 628,851,106 20 596,472,199
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 10,407,243 23 7,111,535
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 242,566,855 25 341,377,932
26 Total liabilities. Add lines 17 through 25..... 1,003,299,523 26 1,059,583,745
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 ..... 613,250,863 27 636,749,244
28 Temporarily restricted net assets ..... 76,435,696 28 85,421,782
29 Permanently restricted net assets ..... 40,752,202 29 41,056,070
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 ..... 730,438,761 33 763,227,096
34 Total liabilities and net assets/fund balances ..... 1,733,738,284 34 1,822,810,841
Form 990 (2011)
Form 990 (2011)
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
1,422,297,777
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
1,333,383,115
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
88,914,662
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
730,438,761
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-56,126,327
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
763,227,096
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 (2011)
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
2011
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2011

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
2011
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 on line H of its
Form 990-EZ or on Part I, 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) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
  		Employer identification number

01-0649794
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total 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)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
  		Employer identification number

01-0649794
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
  		Employer identification number

01-0649794
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $  
Use duplicate copies of Part III if additional space is needed
(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) (2011)

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
2011
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, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 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 function 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) 2011

Schedule C (Form 990 or 990-EZ) 2011
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 expenses, and share of excess lobbying expenditures).
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) ....... 484,645 484,645
c Total lobbying expenditures (add lines 1a and 1b) ................... 484,645 484,645
d Other exempt purpose expenditures ........................ 1,332,898,470 1,434,536,355
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 1,333,383,115 1,435,021,000
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) 2008 (b) 2009 (c) 2010 (d) 2011 (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 483,314 429,800 453,530 484,645 1,851,289
             
d Grassroots nontaxable 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) 2011


Schedule C (Form 990 or 990-EZ) 2011
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)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(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? ..........................
 
 
 
j
Total. Add 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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2011

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

Schedule D (Form 990) 2011
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 .... 39,461,000 35,346,000 31,191,000 39,165,000
b Contributions ........ 1,868,000 1,630,000 550,000 531,000
c Net investment earnings, gains, and losses ... -252,000 2,613,000 3,763,000 -6,067,000
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		145,000 128,000 158,000 2,438,000
f Administrative expenses ....        
g End of year balance ...... 40,932,000 39,461,000 35,346,000 31,191,000
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet49.800 %
b
Permanent endowment SchDMd Bullet50.200 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   30,336,482 30,336,482
b Buildings ................   780,898,679 285,758,486 495,140,193
c Leasehold improvements ............   8,772,582 4,872,359 3,900,223
d Equipment ................   619,731,684 478,627,456 141,104,228
e Other .................   29,094,681 0 29,094,681
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 699,575,807
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
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) must 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   F
(2) CHARITABLE GIFT ANNUITY 1,312,156 F
(3) INVESTMENT IN QUALCARE 2,100,000 F
(4) SHORE REHABILITATION INSTITUTE 2,794,889 F
(5) INVESTMENT IN MONOC 37,149 F
(6) COASTAL COOPERATIVE, LLC 633,889 F
(7) BRICK MAB ASSOCIATES, LLC 361,614 F
(8) REMAINDER TRUST RECEIVABLE 7,222,683 F
(9) INVESTMENT IN JFK AT HOME 5,097,952 F
(10) PERPETUAL TRUST 2,377,602 F
(11) PROPERTIES 8,090,298 F
(12) OF FOUNDATIONS 62,381,778 F
(13) BAYSHORE COMMUNITY HOSPITAL 45,977,000 F
(14) BAYSHORE HEALTHCARE CTR INC 13,083,425 F
(15) OTHER LIMITED USE ASSETS   F
(16) NJ HEALTHCARE BOND 4,457,170 F
(17) CHARITABLE REMAINDER TRUST 46,492 F
(18) INVESTMENT IN DIALYSIS CENTER 629,763 F
(19) INV IN HEALTH VILLAGE IMAGING 455,007 F
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 157,058,867
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must 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) Book value
Federal Income Taxes 0
PARTY PAYORS 73,631,051
ACCRUED PENSION & RETIREMENT 86,420,683
OTHER HEALTHCARE BENEFITS 8,562,009
DUE TO RELATED PARTIES 2,627,764
RESIDENT DEPOSITS 183,538
ACCRUED INTEREST PAYABLE 8,540,702
OTHER LONG-TERM LIABILITIES 42,835,374
RESTRICTED USE ASSETS 1,015,137
CHARITABLE GIFT ANNUITY 417,048
CHARITABLE REMAINDER TRUST 14,801
DUE TO MANAGED PRACTICES 263,059
OTHER CURRENT LIABILITIES 28,833,530
FAIR VALUE OF DERIVATIVE INSTR 85,104,933
DUE TO MHAC 2,925,803
SECURITY DEPOSITS 2,500
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 341,377,932
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) 2011

Schedule D (Form 990) 2011
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 through 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 must 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 must 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  
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 2011 CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ALL OF THE NOT-FOR-PROFIT ENTITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE EXCEPT FOR COMPASS WHICH QUALIFIES AS A TAXABLE NOT-FOR-PROFIT. THESE ENTITIES ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND MERIDIAN NURSING AND REHABILITATION, INC. FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2011 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: THE CORPORATIONS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE CORPORATIONS ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDITIED THE FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. ("HOME CARE") AND ITS CONTROLLED ENTITY HEALTH INNOVATIONS UNLIMITED, INC. ("HIU") FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2011 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX PROVISIONS UNDER FIN 48: HOME CARE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011 AND 2010.
Schedule D (Form 990) 2011

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
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 its grants
and other 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 its grants and other
assistance 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     Program Services FINANCIAL VEHICLE 5,259,575
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     5,259,575
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     5,259,575
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
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) 2011
Schedule F (Form 990) 2011Page 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) 2011
Schedule F (Form 990) 2011
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) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
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 arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 6,611,651 566,986 6,044,665
Total .................right arrow 6,611,651 566,986 6,044,665
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) 2011
Schedule G (Form 990 or 990-EZ) 2011
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

SPORTS CLASSIC
(event type) 		(c) Other Events

11
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 944,591 329,974 1,223,772 2,498,337
2 Less: Charitable
contributions . . . 		540,162 252,590 732,244 1,524,996
3 Gross income (line 1
minus line 2) . . . 		404,429 77,384 491,528 973,341
VerticalDirectExpenses 4 Cash prizes . . . 25,950 2,735 30,613 59,298
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . . 180,528 42,854 290,333 513,715
8 Entertainment . . . 14,020   22,334 36,354
9 Other direct expenses . 183,931 31,795 148,248 363,974
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 973,341
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) 2011
Schedule G (Form 990 or 990-EZ) 2011
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
Schedule G (Form 990 or 990-EZ) 2011
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
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did 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 used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance 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 discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did 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
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
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 Financial Assistance at cost
(from Worksheet 1) .. 		  48,382 52,790,254 11,523,705 41,266,549 3.810 %
b Medicaid (from Worksheet 3, column a) .....   65,763 96,981,387 77,933,616 19,047,771 1.760 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .            
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		  114,145 149,771,641 89,457,321 60,314,320 5.570 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    2,031,040 260,523 1,770,517 0.160 %
f Health professions education
(from Worksheet 5) .. 		    31,610,565 6,496,586 25,113,979 2.320 %
g Subsidized health services
(from Worksheet 6) .. 		  31,758 78,248,448 64,069,069 14,179,379 1.310 %
h Research (from Worksheet 7)     1,306,361 528,164 778,197 0.070 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     674,014   674,014 0.060 %
jTotal Other Benefits ...   31,758 113,870,428 71,354,342 42,516,086 3.920 %
kTotal. Add lines 7d and 7j. ..   145,903 263,642,069 160,811,663 102,830,406 9.490 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(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
Did 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........
2
55,220,916
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
29,234,715
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
350,118,127
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
359,347,074
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-9,228,947
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
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(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 %   24.500 %
4SOUTHERN OCEAN HLTH
  		       
5ALLIANCE INC
  		MEDICAL SERVICES 57.100 %   42.900 %
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size 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) 2011
Schedule H (Form 990) 2011
Page
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)
JERSEY SHORE UNIVERSITY MEDICAL CENTER
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 500.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
RIVERVIEW MEDICAL CENTER
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 500.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
OCEAN MEDICAL CENTER
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 500.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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)
SOUTHERN OCEAN MEDICAL CENTER
Name of Hospital Facility:  
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 2011)
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 the community health 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 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 Participation in the development of a community-wide community benefit plan
d Participation in the execution of a 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 Needs Assessment
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 and 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 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 500.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
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 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted 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 (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 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 patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
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 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
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)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
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   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?25
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 OCEAN MEDICAL CENTER DIALYSIS
1640 ROUTE 88 SUITE 102
BRICK,NJ08724 		OUTPATIENT DIALYSIS
3 BOOKER OUTPATIENT DIALYSIS CENTER
48 EAST FRONT STREET
RED BANK,NJ07701 		OUTPATIENT DIALYSIS
4 OCEAN CARE CENTER
1517 RICHMOND AVENUE
POINT PLEASANT,NJ08742 		URGENT CARE
5 MERIDIAN OP REHAB SVCS AT NEPTUNE
2100 CORLIES AVENUE SUITE 2
NEPTUNE,NJ07753 		PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY
6 SNORING & SLEEP DISORDER CTR OF HOLMDEL
100 COMMONS WAY SUITE 1
HOLMDEL,NJ07733 		SLEEP LAB
7 PARK PLACE COMM MENTAL HEALTH CENTER
1101 BOND STREET
ASBURY PARK,NJ07712 		GROUP THERAPY, FAMILY THERAPY, PSYCHIATRIC EVALUATION
8 MERIDIAN LIFE FITNESS AND REHABILITATION
801 ARNOLD AVENUE
POINT PLEASANT,NJ08742 		PHYSICAL THERAPY/FITNESS
9 JSUMC FAMILY HEALTH CENTER
1828 WEST LAKE AVENUE
NEPTUNE,NJ07753 		CLINIC
10 THE SLEEP CARE CENTER AT JSUMC
1809 CORLIES AVENUE SUITE 3
NEPTUNE,NJ07753 		SLEEP LAB
11 SOMC CLINICSLEEP CTR - NAUTILUS HEALTH
53 NAUTILUS DRIVE
MANAHAWKIN,NJ08050 		CLINIC/SLEEP LAB
12 RIVERVIEW OUTPATIENT BEHAVIORAL HEALTH
661 SHREWSBURY AVENUE
SHREWSBURY,NJ07702 		MENTAL HEALTH
13 MERIDIAN REHABILITATION AT HOLMDEL
100 COMMONS WAY SUITE 120
HOLMDEL,NJ07733 		PHYSICAL THERAPY
14 JSMC OUTPATIENT BEHAVIORAL HEALTH
402 RT 35
NEPTUNE,NJ07754 		CHILDREN'S PARTIAL HOSPITAL/ MEDICATION MONITORING/ THERAPEUTIC NURSERY O/P SVCS
15 MERIDIAN REHABILITATION AT MANALAPAN
195 RT 9 SOUTH
MANALAPAN,NJ07726 		REHAB
16 OCEAN CLUBFAMILY RESOURCE CENTER
700 SOUTH MAIN STREET
STAFFORD TWP,NJ09092 		PHYSICAL THERAPY/FITNESS FOR SENIORS & BARIATRIC PATIENTS
17 JERSEY SHORE OP BEHAVIORAL HEALTH
3535 RT 66 SUITE D
NEPTUNE,NJ07753 		PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE
18 MERIDIAN REHABILITATION AT FORKED RIVER
730 LACEY ROAD
FORKED RIVER,NJ08731 		PHYSICAL THERAPY
19 CENTER FOR SLEEP DISORDERS
2446 CHURCH ROAD SUITE 3A
TOMS RIVER,NJ08753 		SLEEP LAB
20 MERIDIAN REHAB AT LITTLE EGG HARBOR
279 MATHISTOWN ROAD
LITTLE EGG HARBOR,NJ08087 		PHYSICAL THERAPY/OCCUPATIONAL THERAPY
21 TRANSITIONAL MEDICATION SERVICE
51 DAVIS AVENUE
NEPTUNE,NJ07753 		PSYCHIATRIC EVALUATION/ MEDICATION MANAGEMENT
22 Shore Rehabilitation Institute
425 Jack Martin Blvd
Brick,NJ08724 		Rehabilitative Care
23 Southern Ocean County Dialysis Clinic
1301 Rt 72 W
Manahawkin,NJ08050 		Dialysis Medical Services
24 Health Village Imaging LLC
1301 Rt 72 W
Manahawkin,NJ08050 		Radiology Medical Services
25 Child Eval & Learning Disabilities Ctr
81 Davis Ave Suite 4
Neptune,NJ07753 		Autism & Children's Evaluation Center
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions 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, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any 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 ELIGIBILITY SCHEDULE H, PART I, LINE 3C NOT APPLICABLE. THE ORGANIZATION USES FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE.
COMMUNITY BENEFIT REPORT SCHEDULE H, PART I, LINE 6A MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. AT MERIDIAN HEALTH, WE RECOGNIZE THAT THE CARE WE PROVIDE THROUGH OUR HOSPITALS AND PARTNER COMPANIES REACHES FAR BEYOND THE BOUNDARIES OF OUR FACILITIES. OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. IN THIS NEW ERA OF HEALTH CARE REFORM, COMMUNITY BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 2011, DEVOTED MORE THAN $103 MILLION IN COMMUNITY BENEFITS. IN ADDITION, AS REFLECTED IN SCHEDULE H, PART III THE ORGANIZATION INCURRED BAD DEBT EXPENSE OF $5.3 MILLION ASSOCIATED WITH PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE AND INCURRED MEDICARE SHORTFALL OF $61.2 MILLION WHICH IS NOT INCLUDED AS COMMUNITY BENEFIT. MERIDIAN'S 2011 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR ON REQUEST THROUGH ANY ONE OF OUR FACILITIES.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST SCHEDULE H, PART I, LINE 7 THE BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $55,220,916; THE BAD DEBT EXPENSE FOR MERIDIAN HOSPITALS CORPORATION ONLY.
BAD DEBT EXPENSE SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDER'S BAD DEBT EXPENSE FROM FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATION INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED, MERIDIAN HOSPITALS CORPORATION, RECEIVES AN AUDITED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND SUBSIDIARY. COLLECTIBILITY OF ACCOUNTS RECEIVABLE THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTION OF RECEIVABLES INVOLVES SIGNIFICANT ASSUMPTIONS AND JUDGMENTS. THE CORPORATION HAS IMPLEMENTED A MONTHLY STANDARDIZED APPROACH TO ESTIMATE AND REVIEW THE COLLECTIBILITY OF RECEIVABLES BASED ON THE PAYOR CLASSIFICATION AND THE PERIOD FROM WHICH THE RECEIVABLES HAVE BEEN OUTSTANDING. ACCOUNT BALANCES ARE WRITTEN OFF AGAINST THE ALLOWANCE WHEN MANAGEMENT FEELS IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. HISTORICAL COLLECTION AND PAYOR REIMBURSEMENT EXPERIENCE IS AN INTEGRAL PART OF THE ESTIMATION PROCESS RELATED TO RESERVES FOR DOUBTFUL ACCOUNTS. IN ADDITION, THE CORPORATION ASSESSES THE CURRENT STATE OF ITS BILLING FUNCTIONS IN ORDER TO IDENTIFY ANY KNOWN COLLECTION OR REIMBURSEMENT ISSUES AND ASSESS THE IMPACT, IF ANY, ON RESERVE ESTIMATES. THE CORPORATION BELIEVES THAT THE COLLECTIBILITY OF ITS RECEIVABLES IS DIRECTLY LINKED TO THE QUALITY OF ITS BILLING PROCESSES, MOST NOTABLY THOSE RELATED TO OBTAINING THE CORRECT INFORMATION IN ORDER TO BILL EFFECTIVELY FOR THE SERVICES PROVIDED. REVISIONS IN RESERVE FOR DOUBTFUL ACCOUNTS ESTIMATES ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. CHARITY CARE THE CORPORATION PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA DEFINED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. THE CORPORATION RECEIVES PARTIAL REIMBURSEMENT FOR THE UNCOMPENSATED CARE IT PROVIDES. OF THE CORPORATION'S $1.2 BILLION AND $1.1 BILLION OF TOTAL EXPENSES REPORTED FOR 2011 AND 2010 RESPECTIVELY, AN ESTIMATED COST OF $53,908,000 AND $52,954,000 FOR 2011 AND 2010 RESPECTIVELY IS ATTRIBUTABLE TO PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COST TO CHARGES TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON THE CORPORATION'S TOTAL EXPENSES, EXCLUDING BAD DEBT EXPENSE, DIVIDED BY GROSS PATIENT SERVICE REVENUE. MERIDIAN UTILIZED A COST TO CHARGE RATIO METHODOLOGY IN CALCULATING THE BAD DEBT EXPENSE REFLECTED IN SCHEDULE H, PART III. MERIDIAN RETAINED THE SERVICES OF AN OUTSIDE INDEPENDENT CONSULTANT TO ACQUIRE DOCUMENTATION FROM NON-COMPLIANT CHARITY CARE PATIENTS. THE CONSULTANT DETERMINES AND RECORDS, AT GROSS CHARGES, THE AMOUNT OF THE NON-COMPLIANT CHARITY CARE PATIENTS FOR WHICH THEY DO NOT RECEIVE ANY DOCUMENTATION. MERIDIAN APPLIES ITS COST TO CHARGE RATIO TO THE GROSS CHARGE AMOUNT DOCUMENTED BY THE CONSULTANT TO CALCULATE THE AMOUNT DISCLOSED ON SCHEDULE H, PART III, SECTION A, LINE 3.
MEDICARE SHORTFALL SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE 2011 MEDICARE COST REPORT. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUAL'S IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED "DUAL ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITALS' BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN HOSPITALS SHOULDER IN SERVING ALL PATIENTS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, THE HOSPITAL INVESTS SIGNIFICANT RESOURCES IN SYSTEMS AND STAFF TRAINING TO ASSIST PATIENTS THAT ARE IN NEED OF FINANCIAL ASSISTANCE.
MEDICARE SHORTFALL CONTINUED SCHEDULE H, PART III, LINE 8 FOR JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER AND OCEAN MEDICAL CENTER, MERIDIAN USES THE SIEMENS COST ACCOUNTING SYSTEM TO DETERMINE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. A LEVEL OF COST METHODOLOGIES ARE APPLIED IN ORDER. FOR EXAMPLE, THE FIRST LEVEL IS THE DIRECT ASSIGNMENT METHODOLOGY (I.E., NURSING FLOORS); THE SECOND LEVEL IS THE RELATIVE VALUE UNIT METHODOLOGY, USING MEDICARE'S NATIONAL RVUS (I.E., EMERGENCY DEPARTMENT, RADIOLOGY, LAB); AND THE THIRD LEVEL IS THE RATIO COST TO CHARGE METHODOLOGY (I.E., DRUGS, MEDICAL SUPPLIES). INDIRECT COSTS FOR SUPPORT AND ADMINISTRATIVE SERVICES ARE CALCULATED USING THE MEDICARE STEP-DOWN PRINCIPLES. AS A RESULT OF A STATUTORY MERGER, SOUTHERN OCEAN MEDICAL CENTER BECAME A DIVISION OF MERIDIAN HOSPITALS CORPORATION EFFECTIVE JULY 1, 2010. SOUTHERN OCEAN MEDICAL CENTER HAS NOT INTEGRATED ITS SYSTEMS INTO MERIDIAN'S SYSTEMS AND DOES NOT USE THE SAME COSTING METHODOLOGY AS MERIDIAN. SOUTHERN OCEAN MEDICAL CENTER USES THE RATIO COST TO CHARGE METHODOLOGY TO CALCULATE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS.
DEBT COLLECTION POLICY SCHEDULE H, PART III, LINE 9B MERIDIAN HANDLES ALL COLLECTION OF DEBT IN THE SAME FASHION REGARDLESS OF TYPE OF PAYER. MERIDIAN UTILIZES THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM FOR ITS COLLECTION PRACTICES. MERIDIAN ALSO ROUTINELY REFERS UNPAID PATIENT ACCOUNTS TO VARIOUS COLLECTION AGENCIES WHEN THE ACCOUNTS HAVE AGED AND ATTEMPTS TO COLLECT HAVE BEEN UNSUCCESSFUL. BELOW IS THE PROCESS FOR THE COLLECTION OF BAD DEBT: - ACCOUNTS UNDER $7,500 THAT REACH THE END OF THE CYCLE AUTOMATICALLY TRANSFER TO THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM. - ACCOUNTS OVER $25,000 ARE APPROVED BY THE VICE PRESIDENT OF PATIENT FINANCIAL SERVICES. - PAYMENTS AND FILES ARE RECONCILED THROUGH THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM REPORT (RMSSMS REC TOTALS) WHICH IS SENT TO MERIDIAN'S FINANCE DEPARTMENT. - AUTOMATIC TRANSFER TO A SECONDARY COLLECTION AGENCY OCCURS 180 DAYS AFTER PRIMARY PLACEMENT. - AUTOMATIC TRANSFER TO A TERTIARY ATTORNEY OCCURS 180 DAYS AFTER SECONDARY ASSIGNMENT.
FACILITY POLICIES AND PRACTICES SCHEDULE H, PART V; SECTION B Financial Assistance Policy, Question 11h Jersey Shore University Medical Center, Ocean Medical Center, Riverview Medical Center and Southern Ocean Medical Center ("the Hospitals") exist to benefit our communities by promoting good health, healing, caring and comforting. The Hospitals are proud of its not-for-profit public mission to provide quality care to all in need 24 hours a day, 365 days a year. The Hospitals seek ways of fulfilling our moral, ethical, and legal obligations to ensure that everyone gets the care they need regardless of ability to pay. To successfully provide this assistance, we ask that patients actively cooperate with us. The Hospitals assist patients in obtaining financial assistance from public programs and other sources whenever appropriate. To remain viable as it fulfills its mission, the Hospitals must meet its fiduciary responsibility to appropriately bill and collect for medical services provided to patients. The purpose of the Hospitals' Financial Assistance Policy is to provide general guidelines to assure reasonable collection of accounts from all available sources and to recognize as soon as possible when an individual requires assistance and/or that an account may qualify for free care, uncompensated care or as bad debt. It is also intended to ensure that the Hospitals comply with applicable state and federal requirements as well as those set forth in the Fair Debt Collections Practices Act. The Hospitals must charge for services rendered. The exact charges will depend on the extent of the services rendered by the patients' physicians and clinical team. Some examples of this include but are not limited to: Blood work, Diagnostic Testing, MRI, CT Scan, Endoscopy, Biopsies, Pathology, and Surgery. We understand and appreciate how overwhelming it can be to deal with health issues and billing issues at the same time, particularly confusing medical bills and insurance details. We strive to make this process as easy as possible for our patients by inviting patients to call our Patient Accounts Department directly at 732-776-4380 if they have questions or if they need assistance, either while still as a patient or after they have returned home. A complete bill will be mailed to the patient. However, private room costs and insurance deductibles are due at the time of admission, and can be paid at the Admitting Department which is open 24 hours a day. If the patient does not have coverage with an insurance provider, we will contact them to determine eligibility for financial assistance and to make payment arrangements. Separate Billing Under federal law, certain services cannot be included in a hospital bill. Therefore, the patient will receive separate physician bills for each service rendered by the following: Anesthesiology Cardiology EEG EKG Emergency Physicians House Staff Psychiatry Nuclear Medicine Pathology Pulmonary Function Department Radiology (films and interpretations) Surgical Assistants Speech Therapy These physician fees are for professional services rendered and/or interpretation of studies performed, and any questions regarding them should be addressed directly to those physician offices. In addition, if a house staff physician treats a patient for a situation that arises when their own physician is not available, they will be billed directly by that physician. The charges will not appear on the hospital bill. Patients should submit any such bills to their insurance provider or make arrangements for payment directly with the physician. Surgical Patients In major surgical cases, it is mandatory to have a second qualified surgeon or surgeons available to assist the attending surgeon. Its purpose is to ensure the quality and safety of complex procedures. Traditionally, the cost of an assisting surgeon or surgeons was included in your hospital bill. Today, however, the Federal Tax Equity and Responsibility Act (TEFRA) does not allow such an inclusion, so the patient will receive a separate bill from the assisting surgeon or surgeons and are expected to pay for the services rendered by them. Insurance companies are familiar with this practice and should include the assisting surgeon or surgeons for payment, if it is an included benefit. These bills should be forwarded to the patient's insurance provider. Insurance Limitations Under Medicare, Medicaid, and other third-party regulations, only certain levels of care may be covered by the Hospitals. Insurance benefits may be discontinued if a patient's physician or Health Care Quality Strategies, Inc. (HQSI), decides that further care is not medically necessary. The patient may be held personally responsible for any non-covered services. It is the patient's responsibility to provide us with accurate information about their insurance (Medicaid, Medicare, Managed Medicaid) so that the insurance can be billed correctly. If patients don't have insurance or their insurance doesn't cover all of the costs, there are federal and state sources of financial assistance that may be available to them. Eligibility requirements and the application process may be different depending upon the program. Financial Assistance Representatives are available to discuss what the best plan is for the patient. When patients meet with our Financial Assistance Representatives, he/she will provide a detailed list of what they will need. We specialize in the five major programs that are available to help New Jersey residents. Eligibility for these programs is dependent on the New Jersey State income and assets. Income thresholds are based on the Federal Poverty Guidelines (FPG) issued each year in the Federal Register by the Department of Health and Human Services (HHS). The 2011 income and asset levels can be found at http://www.state.nj.us/health/cc/documents/ccfactsh.pdf MEDICAID The Hospitals have contracted with a nationwide vendor, Century Business Services (CBIZ), to assist our patients who meet the eligibility criteria with the application process. There are many types of Medicaid available through the NJ Department of Health. CBIZ works with our patients to determine the program best suited for their circumstances. SSI - MEDICAID This is a program that supplements Medicaid benefits with a monthly income stipend that can help with basic needs such as food, clothing, or housing. The Hospitals have contracted with Chamberlin Edmonds and Century Business Solutions (CBIZ) to be onsite to assist inpatients and certain outpatients who meet the eligibility criteria with the application process. FAMILY CARE This program is designed to provide coverage for children. The Hospitals' Financial Assistance Team will assist you in completing the application. The application is then forwarded to the County Board of Social Services or the State vendor in Trenton for processing. The patient will hear directly from the processing agency regarding the status of their application. PRESUMPTIVE ELIGIBILITY - MEDICAID This program provides temporary coverage for persons who meet some basic eligibility criteria so that their health care costs can be covered while the formal Medicaid or Family Care application is processed. It provides 45 days of coverage from the initial date of the application. It is the patient's responsibility to complete the charity care documents and submit them to the Financial Assistance Office. Patients are to notify the registration team member when they have been approved for any service such as Charity Care or Medicaid. Patients who are not covered by insurance and do not qualify for Financial Assistance will be asked to pay an upfront reduced rate for any ancillary services that are needed. These fees are available upon request. Patients paying at the time of their visit will be charged a flat rate. This rate equals less than 50% of our actual charges. Any patients that qualify for Financial Assistance will have applicable fees refunded. CHARITY CARE Unlike Medicaid and Family Care, which provides ongoing coverage for health care services, including physician services and drugs, Charity Care is designed to provide assistance to cover the costs of hospital services only. In order to apply for Charity Care a patient must have a scheduled appointment in the hospital within 30 days or have received a hospital bill within the last 12 months. Patients should know that their immigration status doesn't matter when they apply for Charity Care - it will not affect eligibility. If no other options are available to the patient, the Hospitals' Financial Assistance Team will assist in completing a Charity Care application. Charity Care discounts are in compliance with regulations established in NJAC 8:31.B-4.38. Uninsured billing limits are in accordance with P.L.2008 c.60. Discounted rates are available for patients without insurance depending on financial need. Patients are asked to provide proof of income, family size, and asset information in order to be considered for dis
NEEDS ASSESSMENT SCHEDULE H, PART VI; QUESTION 2 ASSESSING THE LOCAL HEALTH NEEDS IN BUILDING HEALTHY COMMUNITIES, OUTREACH HAS BEEN DEFINED AS AN ATTEMPT TO PROVIDE SERVICES BEYOND CONVENTIONAL LIMITS, OFTEN TO PARTICULAR SEGMENTS OF A COMMUNITY. AT MERIDIAN HEALTH, NOTHING WE DO IS CONVENTIONAL, AS WE CONTINUOUSLY STRIVE TO PROVIDE OUTSTANDING CARE, SERVICE, AND SUPPORT TO OUR COMMUNITY MEMBERS. AS YOU WILL SEE, MERIDIAN IS EXTREMELY DEDICATED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES WE SERVE. AS THE LEADING PROVIDER OF HEALTH CARE SERVICES IN OUR AREA, OUR COMMUNITY IMPACT EXTENDS FAR BEYOND NUMBERS ON A PAPER. WE WALK THE TALK AND LIVE AND BREATHE OUR BRAND PROMISE OF PROVIDING THE BEST HEALTH CARE EXPERIENCE, WHETHER WITHIN THE WALLS OF OUR FACILITIES OR OUT IN OUR SURROUNDING COMMUNITIES. AT MERIDIAN HEALTH, OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 2011, DEVOTED MORE THAN $165 MILLION IN COMMUNITY BENEFITS. CARING FOR ALL MEMBERS OF THE COMMUNITY AS A NOT-FOR-PROFIT HEALTH CARE PROVIDER, MERIDIAN HEALTH IS THE REGIONAL LEADER IN PROVIDING INNOVATIVE AND ACCESSIBLE HEALTH CARE PROGRAMS AND SERVICES TO INDIVIDUALS, FAMILIES AND COMMUNITIES THROUGHOUT MONMOUTH AND OCEAN COUNTIES. EVERYONE DESERVES ACCESS TO QUALITY CARE REGARDLESS OF THEIR ABILITY TO PAY. IN 2011, MERIDIAN PROVIDED $134.2 MILLION DOLLARS IN CHARITY CARE AND OTHER UNCOMPENSATED CARE, SERVING AS A HEALTH CARE SAFETY NET FOR OUR COMMUNITY'S MOST VULNERABLE POPULATIONS. IN ADDITION, MERIDIAN DEDICATED $3.1 MILLION IN SUBSIDIZING VITAL HEALTH SERVICES SUCH AS OUTPATIENT DIALYSIS, BEHAVIORAL HEALTH SERVICES AND FAMILY HEALTH CLINICS. ASSESSING AND ADDRESSING COMMUNITY HEALTH NEEDS COMMUNITY-BASED PREVENTION AND WELLNESS ACTIVITIES PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. THAT'S WHY MERIDIAN EMBARKED ON A STRATEGIC PROCESS OF REASSESSING THE AREA'S HEALTHCARE NEEDS. WORKING WITH A NATIONALLY RENOWNED RESEARCH FIRM, MERIDIAN SURVEYED OVER 1,000 HOUSEHOLDS VIA TELEPHONE IN MONMOUTH AND OCEAN COUNTIES TO GATHER LOCAL RESIDENTS' VIEWS OF THEIR COMMUNITY'S MOST CRITICAL HEALTH NEEDS. IN ADDITION, MERIDIAN INVITED COMMUNITY MEMBERS, COUNTY AND LOCAL HEALTH DEPARTMENT OFFICERS, AND OTHER COMMUNITY LEADERS TO PARTICIPATE IN FOCUS GROUPS TO GATHER INPUT FROM PARTICIPANTS REGARDING THEIR OPINIONS AND PERCEPTIONS OF THE HEALTH OF THE RESIDENTS OF THE AREA. FINDINGS OF THE ASSESSMENT ARE REVIEWED TOGETHER WITH MERIDIAN'S COMMUNITY ADVISORY COMMITTEES, LOCAL HEALTH DEPARTMENT OFFICIALS, PHYSICIANS, AND OTHER COMMUNITY LEADERS, WITH THE GOAL OF SELECTING AND PRIORITIZING THE TOP HEALTH CONCERNS FOR OUR COMMUNITY. THIS COLLABORATIVE EFFORT, WILL SERVE AS A TOOL TO REACHING THREE BASIC GOALS: TO IMPROVE RESIDENTS' HEALTH STATUS, AND ELEVATE THEIR OVERALL QUALITY OF LIFE, TO REDUCE THE HEALTH DISPARITIES AMONG RESIDENTS AND TO INCREASE ACCESSIBILITY TO PREVENTIVE SERVICES FOR ALL RESIDENTS. DELIVERING ON COMMUNITY COMMITMENT COMMUNITY MEMBERS BOTH YOUNG AND OLD TOOK ADVANTAGE OF FREE HEALTH AND WELLNESS SCREENINGS, EDUCATION PROGRAMS, SUPPORT GROUPS AND OTHER HEALTH PROMOTION ACTIVITIES OFFERED THROUGHOUT MONMOUTH AND OCEAN COUNTIES. THESE SCREENINGS ARE CONDUCTED IN A VARIETY OF COMMUNITY LOCATIONS INCLUDING, HOUSES OF WORSHIP, SCHOOLS, ACTIVE ADULT COMMUNITIES, SENIOR HOUSING, LOW INCOME HOUSING DEVELOPMENTS, AS WELL AS WITHIN A MERIDIAN FACILITY. 2011 ACCOMPLISHMENTS INCLUDE: SERVING MORE THAN 80,000 PEOPLE THROUGH OUR COMMUNITY HEALTH PROGRAMS PROVIDING FREE HEALTH SCREENINGS TO MORE THAN 32,000 ADULTS EDUCATING 13,571 CHILDREN ON HOW TO EAT RIGHT, STAY FIT AND BE SAFE MERIDIAN'S LATEST ADDITION TO ITS COMMUNITY OUTREACH PROGRAM IS ANGIOSCREEN. A REVOLUTIONARY, NEW VASCULAR SCREENING DESIGNED TO PROVIDE PARTICIPANTS WITH INFORMATION ABOUT THEIR CIRCULATION AND RISK FOR CARDIOVASCULAR DISEASE AND STROKE. DATA FROM THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT SHOWED THAT THE PREVALENCE OF STROKE HAS DOUBLED IN OUR AREA IN THE PAST 5 YEARS. THIS WAS THE DRIVING FORCE BEHIND DEVELOPING THIS INNOVATIVE SCREENING FOR OUR COMMUNITY. FOR THE PAST 10 YEARS, MERIDIAN HAS RECEIVED CHOLESTEROL SCREENING GRANTS FUNDED BY THE OCEAN COUNTY BOARD OF CHOSEN FREEHOLDERS/OCEAN COUNTY DEPARTMENT OF SENIOR SERVICES TO REACH SENIORS, PARTICULARLY THE FRAIL/DISABLED, VULNERABLE/SOCIALLY ISOLATED, IMPOVERISHED AND MINORITY SENIOR POPULATION. THE GRANTS OFFER THESE SENIORS THE OPPORTUNITY FOR A FREE CHOLESTEROL, GLUCOSE, AND BLOOD PRESSURE SCREENING IN CONVENIENT AND ACCESSIBLE LOCATIONS. THE SCREENINGS ARE PROVIDED BY TRAINED HEALTH CARE PROFESSIONALS WHO ALSO PROVIDE COUNSEL ON MAKING LIFESTYLE CHANGES, NUTRITIONAL MODIFICATIONS, AND EXERCISE SUGGESTIONS. ALL PARTICIPANTS RECEIVE A COPY OF THEIR SCREENING RESULTS TO SHARE WITH THEIR HEALTH CARE PROVIDER. IF THEY DON'T HAVE ONE, THEY ARE PROVIDED WITH ACCESS TO RESOURCES AND REFERRALS. DOCTOR BERNARD, THE DIRECTOR OF FUN AND GOOD HEALTH AT K. HOVNANIAN CHILDREN'S HOSPITAL AT JERSEY SHORE UNIVERSITY MEDICAL CENTER AND HIS PAL HOPSCOTCH TEACH CHILDREN ABOUT PROPER NUTRITION, FITNESS, SAFETY AND RESPONSIBLE BEHAVIOR. TO MEET THE NEEDS OF OUR DIVERSE COMMUNITY, THE CURRICULUMS HAVE BEEN CUSTOMIZED TO REFLECT THE SPECIFIC CULTURAL CUSTOMS OF THE LATINO AND THE ORTHODOX JEWISH COMMUNITIES. IN ADDITION TO CUSTOMIZING THE EDUCATIONAL SCRIPTS, BOTH THE CHARACTERS AND NURSE EDUCATORS HAVE PARTICIPATED IN A MANDATORY TRAINING PROGRAM THAT TEACHES THEM PROPER PROTOCOL AND BEHAVIOR WHEN INTERACTING WITH THESE GROUPS. HOPSCOTCH'S HEALTHY YOU PROGRAM IS FOCUSED ON TEACHING THIRD GRADERS ABOUT KEEPING THEIR HEARTS AND LUNGS HEALTHY. THIS ASTHMA EDUCATION AND SCREENING PROGRAM TARGETS AT RISK COMMUNITIES. AT RISK COMMUNITIES WERE IDENTIFIED THROUGH AN ANALYSIS OF MERIDIAN'S PEDIATRIC EMERGENCY ROOM DATA TO IDENTIFY COMMUNITIES THAT HAD HIGH RATES OF PEDIATRIC ASTHMA DIAGNOSES. THE SCREENING AND EDUCATION PROGRAM IS CONDUCTED IN COOPERATION WITH AREA SCHOOLS. NURSE EDUCATORS SCREEN CHILDREN FOR ASTHMA AS WELL AS PROVIDE EDUCATIONAL LESSONS THAT TEACH CHILDREN ABOUT THE IMPORTANCE OF A HEALTHY HEART AND LUNGS. ASTHMA EDUCATION IS ALSO CONDUCTED FOR PARENTS AS WELL AS SCHOOL PERSONNEL. IN 2011, OVER 300 THIRD GRADE STUDENTS WERE SCREENED AND EDUCATED. A NUMBER OF SPECIAL EVENTS WERE CONDUCTED IN 2011 TO ADDRESS THE HEALTH DISPARITIES IN THE AFRICAN AMERICAN AND HISPANIC POPULATIONS. TACKLING STROKE WITH HARRY CARSON HEART HEALTHY MESSAGES DELIVERED BY MERIDIAN PHYSICIANS OF COLOR AND ATTRACTED OVER 200 ATTENDEES. MERIDIAN COORDINATED SEVERAL MINORITY HEALTH MONTH FREE HEALTH SCREENINGS AT SEVERAL AREA CHURCHES AND COMMUNITY CENTERS. SEVERAL HUNDRED COMMUNITY MEMBERS TOOK ADVANTAGE OF THE FREE SCREENINGS. RIVERVIEW MEDICAL CENTER PRESENTED ITS FIFTH ANNUAL "PAINT THE TOWN PINK" WEEK IN MAY. THE EVENT IS DESIGNED TO RAISE BREAST CANCER AWARENESS, ENCOURAGE EARLY DETECTION AND RAISE FUNDS FOR THE UNINSURED. SEVERAL THOUSAND COMMUNITY MEMBERS PARTICIPATE IN THIS ANNUAL EVENT. K. HOVNANIAN CHILDREN'S HOSPITAL HELD ITS ANNUAL CHILDREN'S HEALTH FAIR. FIFTEEN CLINICAL AND SUPPORT SERVICES FROM THE K. HOVNANIAN CHILDREN'S HOSPITAL AND JERSEY SHORE UNIVERSITY MEDICAL CENTER PROVIDED HEALTH EDUCATION IN A FUN INTERACTIVE ENVIRONMENT. SEVERAL HUNDRED CHILDREN AND THEIR FAMILIES PARTICIPATED IN THE EVENT. OCEAN MEDICAL CENTER AND JERSEY SHORE UNIVERSITY MEDICAL CENTER HOSTED ANNUAL COMMUNITY DAY EVENTS TO ENCOURAGE COMMUNITY MEMBERS TO SEEK NEEDED PREVENTIVE HEALTH SCREENINGS AND OBTAIN IMPORTANT, LIFE-SAVING HEALTH INFORMATION. BOTH EVENTS ATTRACTED SEVERAL THOUSAND COMMUNITY MEMBERS. SOUTHERN OCEAN MEDICAL CENTER OFFERS MEN'S HEALTH AND WOMEN'S HEALTH NIGHTS ANNUALLY COMPLETE WITH LIPID SCREENING, CANCER SCREENING, HEALTH INFORMATION, Q&A WITH LOCAL PHYSICIANS AND HOSPITAL MANAGERS. BOTH EVENTS ATTRACT OVER 300 MEN AND WOMEN ANNUALLY. A SPIRIT OF COLLABORATION COLLABORATION IS WORKING TOGETHER TO ACHIEVE A GOAL. TO THAT END, MERIDIAN CONVENES SEVERAL COMMUNITY ADVISORY COMMITTEES WHOSE MISSION IT IS TO ASSIST US IN IDENTIFYING AND ADDRESSING LOCAL HEALTH CARE NEEDS. COMMITTEE MEMBERS REPRESENT A CROSS-SECTION OF THE COMMUNITY IN TERMS OF AGE, GENDER, RELIGION, ETHNICITY, INTERESTS AND PROFESSIONAL STATUS. OUR PARTNERS IN HEALTH AND UNIDOS COMMITTEES ARE COMPRISED OF AFRICAN AMERICAN AND HISPANIC CIVIC AND COMMUNITY LEADERS RESPECTIVELY AND ARE FOCUSED ON ADDRESSING HEALTH ISSUES AND DISPARITIES AFFECTING COMMUNITIES OF COLOR. CURRENTLY, MORE THAN 150 PEOPLE FROM THE SURROUNDING AREA SERVE AS MEMBERS OF MERIDIAN'S COMMUNITY ADVISORY COMMITTEES. MERIDIAN MAINTAINS LEADERSHIP ROLES IN BOTH THE MONMOUTH COUNTY HEALTH IMPROVEMENT COALITION AND THE OCEAN COUNTY HEALTH ADVISORY GROUP. BOTH COALITIONS REPRESENT COLLABORATION BETWEEN COUNTY AND LOCAL HEALTH DEPARTMENTS AS WELL AS A VARIETY OF SOCIAL SERVICE, HEALTH CARE, HIGHER EDUCATION AN
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI; QUESTION 3 MERIDIAN POSTS NOTICES, IN ENGLISH AND SPANISH, AT EVERY ACCESS POINT OF ITS FACILITIES, VERBALLY INFORMS UNINSURED PATIENTS AT REGISTRATION, FEATURES INFORMATION IN ITS FINANCIAL CONSENT FORM, INCLUDES A SENTENCE AND A PHONE NUMBER FOR ITS FINANCIAL ASSISTANCE OFFICE IN ITS BILLING STATEMENTS, INFORMS INDIVIDUALS IF THEY CALL PATIENT ACCOUNTS CUSTOMER SERVICE AND CONTACTS PATIENTS VIA TELEPHONE AND LETTERS POST BILLING TO INFORM THEM OF THEIR ASSISTANCE OPTIONS.
COMMUNITY INFORMATION SCHEDULE H, PART VI; QUESTION 4 MERIDIAN HEALTH OPERATES 5 HOSPITALS IN MONMOUTH AND OCEAN COUNTIES, NEW JERSEY. the following information is based on recent CENSUS ESTIMATES: MONMOUTH COUNTY OCEAN COUNTY POPULATION, 2010 630,380 576,567 UNDER 5 YEARS OF AGE, 2010 5.5% 6.7% UNDER 18 YEARS OF AGE, 2010 23.8% 23.4% 65 YEARS OLD AND OVER, 2010 13.8% 21.0% PERSONS BELOW POVERTY LEVEL, 2006-2010 6.3% 9.0% MEDIAN HOUSEHOLD INCOME, 2006-2010 $ 82,265 $59,620 RACIAL COMPOSITION, 2010: WHITE 76.7% 85.9% AFRICAN AMERICAN 7.4% 3.2% ASIAN 5.0% 1.7% HISPANIC OR LATINO ORIGIN 9.7% 8.3% OTHER 1.2% 0.9%
PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI; QUESTION 5 MERIDIAN OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. THE ORGANIZATION PROVICES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. THE ORGANIZATION OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. THE ORGANIZATION MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF THE ORGANIZATION RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. PLEASE REFER TO SCHEDULE O FOR THE SYSTEM'S COMMUNITY BENEFIT STATEMENT FOR ADDITIONAL INFORMATION ON HOW THE SYSTEM PROMOTES COMMUNITY HEALTH.
AFFILIATED HEALTHCARE SYSTEM SCHEDULE H, PART VI; QUESTION 6 MERIDIAN HEALTH SYSTEM, INC. ---------------------------- MERIDIAN HEALTH SYSTEM, INC. ("MERIDIAN") IS THE TAX-EXEMPT PARENT OF THE MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER MERIDIAN OR ANOTHER SYSTEM AFFILIATE CONTROLLED BY MERIDIAN. THE SYSTEM IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT MONMOUTH AND OCEAN COUNTIES AND SURROUNDING AREAS. MERIDIAN IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). AS THE PARENT ORGANIZATION OF A LARGE TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN NEW JERSEY, MERIDIAN STRIVES TO CONTINUALLY DEVELOP AND OPERATE A MULTI-HOSPITAL HEALTHCARE SYSTEM WHICH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT THROUGH THE PROVISION OF A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF MONMOUTH AND OCEAN COUNTIES AND SURROUNDING COMMUNITIES. MERIDIAN ENSURES THAT ITS SYSTEM PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. THE SYSTEM'S ACTIVE HOSPITALS INCLUDE: JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, BAYSHORE COMMUNITY HOSPITAL AND K. HOVNANIAN CHILDREN'S HOSPITAL. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOSPITALS CORPORATION ------------------------------ MERIDIAN HOSPITALS CORPORATION ("HOSPITALS") IS A NOT FOR-PROFIT CORPORATION THAT OPERATES AN ACUTE CARE HOSPITAL SYSTEM, WHICH PROVIDES PRIMARY AND TERTIARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. HOSPITALS ALSO PROVIDES PROGRAMS FOR MEDICAL TRAINING, RESEARCH, EDUCATION AND CONDUCTS ACTIVITIES ESTABLISHED TO IMPROVE THE HEALTH OF ITS COMMUNITIES. HOSPITALS INCLUDES JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, K. HOVNANIAN CHILDREN'S HOSPITAL AND BAYSHORE COMMUNITY HOSPITAL, A WHOLLY OWNED SUBSIDIARY OF HOSPITALS AND NOT INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER ("JSUMC") IS A 661-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. JSUMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, JSUMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, JSUMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. RIVERVIEW MEDICAL CENTER ------------------------ RIVERVIEW MEDICAL CENTER ("RMC") IS A 492-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN RED BANK, MONMOUTH COUNTY, NEW JERSEY. RMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, RMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, RMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. OCEAN MEDICAL CENTER -------------------- OCEAN MEDICAL CENTER ("OMC") IS A 303-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. OMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, OMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, OMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SOUTHERN OCEAN MEDICAL CENTER ----------------------------- SOUTHERN OCEAN MEDICAL CENTER ("SOMC") IS A 186-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN MANAHAWKIN, OCEAN COUNTY, NEW JERSEY. SOMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, SOMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SOMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. BAYSHORE COMMUNITY HOSPITAL --------------------------- BAYSHORE COMMUNITY HOSPITAL ("BCH") IS A 238-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN HOLMDEL, MONMOUTH COUNTY, NEW JERSEY. BCH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BCH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, BCH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. K. HOVNANIAN CHILDREN'S HOSPITAL -------------------------------- K. HOVNANIAN CHILDREN'S HOSPITAL ("HOVNANIAN") IS A NON-PROFIT ACUTE CARE CHILDREN'S HOSPITAL LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. HOVNANIAN OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, HOVNANIAN PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL CHILDREN IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, HOVNANIAN OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SHORE REHABILITATION INSTITUTE, INC. ------------------------------------ SHORE REHABILITATION INSTITUTE, INC. ("SRI") IS A 40-BED NON-PROFIT ACUTE REHABILITATION CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. SRI IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, SRI PROVIDES MEDICALLY NECESSARY REHABILITATIVE CARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SRI OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOME CARE SERVICES, INC. --------------------------------- MERIDIAN HOME CARE SERVICES, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). THE ORGANIZATION COORDINATES AND OPERATES HOME HEALTHCARE, HOME INFUSION AND HOSPICE SERVICES AND PROVIDES DURABLE MEDICAL EQUIPMENT TO ALL FAMILIES IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. THE ORGANIZATION ALSO SUPPORTS MERIDIAN HEALTH SYSTEM BY PROVIDING TEMPORARY STAFFING SERVICES TO VARIOUS MERIDIAN HEALTH SYSTEM AFFILIATES. HEALTH INNOVATIONS UNLIMITED, INC. ---------------------------------- HEALTH INNOVATIONS UNLIMITED, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2) WHOSE SOLE MEMBER IS MERIDIAN HOME CARE SERVICES, INC. THE ORGANIZATION PROVIDES THE DURABLE MEDICAL EQUIPMENT AND TEMPORARY STAFFING SERVICES TO VARIOUS MERIDIAN HEALTH SYSTEM AFFILIATES ON BEHALF OF ITS SOLE MEMBER, MERIDIAN HOME CARE SERVICES, INC. JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. ------------------------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THROUGH FUNDRAISING ACTIVITIES THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF JERSEY SHORE UNIVERSITY MEDICAL CENTER; A DIVISION OF A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION, THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. OCEAN MEDICAL CENTE
STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE STATE OF NEW JERSEY. MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM.
Schedule H (Form 990) 2011
Additional Data


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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
2011
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 SOCIETY1035 HOOPER AVE
TOMS RIVER,NJ08753 		16-0743902 501(C)(3) 24,650       RESEARCH SUPPORT
(2) AMERICAN HEART ASSOCIATION208 WEST END AVE
BRIDGEWATER,NJ08807 		13-5613797 501(C)(3) 28,250       RESEARCH SUPPORT
(3) HOLIDAY EXPRESS Inc1184 OCEAN AVE C-8
SEA BRIGHT,NJ07760 		22-3470019 501(C)(3) 7,500       SAFETY & WELLNESS
(4) JUVENILE DIABETES RESEARCH FOUNDATION3430 SUNSET AVE SUITE 21A
OCEAN,NJ07712 		23-1907729 501(C)(3) 6,000       CHILDREN'S HEALTH
(5) AMERICAN RED CROSSPO BOX 33093
NEWARK,NJ071880093 		53-0196605 501(C)(3) 11,000       SAFETY & WELLNESS
(6) MONMOUTH PARK CHARITY FUND175 OCEANPORT AVE
OCEANPORT,NJ07757 		22-6063135 501(C)(3) 6,000       SAFETY & WELLNESS
(7) RED BANK RIVER CENTER20 BROAD ST
RED BANK,NJ07701 		22-3133371 501(C)(3) 12,000       COMMUNITY SUPPORT
(8) TWO RIVER THEATER COMPANY Inc21 BRIDGE AVE
RED BANK,NJ07701 		52-1857757 501(C)(3) 12,700       ART & CULTURE
(9) MONMOUTH COUNCIL BOY SCOUTS OF AMERICA705 GINESI DRIVE
MORGANVILLE,NJ07751 		21-0634963 501(C)(3) 5,500       CHILDREN'S HEALTH
(10) FOODBANK OF MONMOUTH AND OCEAN COUNTIES INC3300 ROUTE 66
NEPTUNE,NJ07753 		22-2622522 501(C)(3) 12,200       SAFETY & WELLNESS
(11) KABOOM FIREWORKS ON THE NAVESINKPO BOX 155
RED BANK,NJ07701 		20-1245780 501(C)(3) 25,000       CIVIC
(12) UMDNJPO BOX 2685
NEW BRUNSWICK,NJ08903 		22-1775306   10,800       HEALTHCARE
(13) THE COMMUNITY YMCA113 TINDALL RD
MIDDLETOWN,NJ07748 		21-0635051 501(C)(3) 7,000       SAFETY & WELLNESS
(14) MARCH OF DIMES FOUNDATION1010 EAST PARK BLVD
CRANBURY,NJ08512 		13-1846366 501(C)(3) 6,000       HEALTH & WELLNESS
(15) GIRL SCOUTS OF THE JERSEY SHORE242 ADELPHIA RD
FARMINGDALE,NJ07727 		21-0731966 501(C)(3) 5,100       SAFETY & WELLNESS
(16) JERSEY SHORE WILL GRAHAM CELEBRATIONPO BOX 429
WALL,NJ077540429 		27-1966536 501(C)(3) 10,000       SAFETY & WELLNESS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
16
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
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 209 248,200      













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) 2011


Additional Data


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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
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
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
Yes
 
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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
Yes
 
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
Yes
 
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 Regulations 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) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Marc H Lory (i)
(ii)		 504,014
0 		170,000
0 		309,960
0 		30,288
0 		26,794
0 		1,041,056
0 		268,707
0
(2) John K Lloyd FACHE (i)
(ii)		 927,782
0 		558,000
0 		688,082
0 		23,275
0 		26,867
0 		2,224,006
0 		200,000
0
(3) Salvatore Inciardi (i)
(ii)		 295,520
0 		150,000
0 		157,105
0 		33,697
0 		22,868
0 		659,190
0 		131,804
0
(4) John Gantner (i)
(ii)		 586,091
0 		245,000
0 		341,771
0 		216,359
0 		22,688
0 		1,411,909
0 		100,000
0
(5) David L Flood (i)
(ii)		 342,111
0 		110,000
0 		30,972
0 		17,828
0 		15,411
0 		516,322
0 		0
0
(6) Steven G Littleson (i)
(ii)		 481,087
0 		150,000
0 		197,511
0 		26,099
0 		24,298
0 		878,995
0 		170,574
0
(7) Timothy J Hogan (i)
(ii)		 448,185
0 		135,000
0 		1,097,162
0 		24,652
0 		23,365
0 		1,728,364
0 		1,089,695
0
(8) Dean Lin (i)
(ii)		 257,993
0 		35,000
0 		53,116
0 		0
0 		13,829
0 		359,938
0 		0
0
(9) James A Clarke MD (i)
(ii)		 294,758
0 		0
0 		10,912
0 		0
0 		22,254
0 		327,924
0 		0
0
(10) Joseph P Coyle (i)
(ii)		 431,441
0 		230,000
0 		25,511
0 		148,711
0 		23,796
0 		859,459
0 		0
0
(11) Michael Bleiman MD (i)
(ii)		 0
208,163 		0
0 		92,150
51,778 		0
6,205 		0
4,184 		92,150
270,330 		0
0
(12) Robert Palermo (i)
(ii)		 272,998
0 		70,000
0 		23,537
0 		36,456
0 		23,753
0 		426,744
0 		0
0
(13) Alan Cabasso MD (i)
(ii)		 0
221,456 		0
0 		0
10,443 		0
43,977 		0
21,899 		0
297,775 		0
0
(14) Carl M Marchetti MD (i)
(ii)		 144,259
0 		11,912
0 		28,788
0 		20,408
0 		23,053
0 		228,420
0 		0
0
(15) David Kountz MD (i)
(ii)		 352,355
0 		43,700
0 		23,846
0 		10,626
0 		23,063
0 		453,590
0 		0
0
(16) Elliot Frank MD (i)
(ii)		 0
365,703 		0
44,300 		0
22,798 		0
42,216 		0
21,735 		0
496,752 		0
0
(17) Jerome Vernick MD (i)
(ii)		 0
468,812 		0
20,767 		0
56,406 		0
31,324 		0
14,838 		0
592,147 		0
0
(18) Steven Kairys MD (i)
(ii)		 0
330,257 		0
24,999 		0
60,077 		0
33,201 		0
21,826 		0
470,360 		0
0
(19) Maurice Meyer III (i)
(ii)		 0
0 		0
0 		0
0 		0
0 		0
0 		0
0 		0
0
(20) Ann Gavzy (i)
(ii)		 291,490
0 		100,000
0 		127,218
0 		27,151
0 		24,849
0 		570,708
0 		99,562
0
(21) Rebecca Weber (i)
(ii)		 374,882
0 		147,000
0 		7,776
0 		50,693
0 		16,976
0 		597,327
0 		0
0
(22) Rick Scott (i)
(ii)		 366,345
0 		95,000
0 		31,471
0 		26,088
0 		25,360
0 		544,264
0 		0
0
(23) Richard Hader (i)
(ii)		 261,936
0 		70,000
0 		14,495
0 		27,917
0 		22,601
0 		396,949
0 		0
0
(24) Sherrie String (i)
(ii)		 154,153
0 		100,000
0 		30,274
0 		0
0 		4,817
0 		289,244
0 		0
0
(25) Frank Goldstein (i)
(ii)		 319,729
0 		75,000
0 		32,734
0 		34,546
0 		16,886
0 		478,895
0 		0
0
(26) Kim Carpenter (i)
(ii)		 305,434
0 		45,000
0 		10,233
0 		25,818
0 		22,895
0 		409,380
0 		0
0
(27) James Molloy (i)
(ii)		 254,506
0 		60,000
0 		5,112
0 		28,742
0 		24,022
0 		372,382
0 		0
0
(28) Richard Hand (i)
(ii)		 250,909
0 		80,000
0 		1,888
0 		20,392
0 		16,588
0 		369,777
0 		0
0
(29) John Sindoni (i)
(ii)		 11,390
0 		100,000
0 		163,328
0 		20,078
0 		416
0 		295,212
0 		0
0
(30) David Boss (i)
(ii)		 282,774
0 		48,000
0 		8,420
0 		9,607
0 		13,587
0 		362,388
0 		0
0
(31) Michele Mendelson (i)
(ii)		 220,193
0 		51,000
0 		3,662
0 		23,567
0 		22,914
0 		321,336
0 		0
0
(32) Christine Scott (i)
(ii)		 215,414
0 		40,000
0 		6,565
0 		20,119
0 		5,284
0 		287,382
0 		0
0
(33) Kevin Bryant (i)
(ii)		 179,517
0 		21,500
0 		5,437
0 		0
0 		14,789
0 		221,243
0 		0
0
(34) Joseph Reichman (i)
(ii)		 290,590
0 		40,000
0 		12,680
0 		21,139
0 		2,047
0 		366,456
0 		0
0
(35) TERRY MANNA (i)
(ii)		 245,259
0 		55,000
0 		22,731
0 		19,841
0 		22,222
0 		365,053
0 		0
0
(36) MARGARET QUINN (i)
(ii)		 278,953
0 		28,224
0 		8,317
0 		30,401
0 		20,351
0 		366,246
0 		0
0
(37) ALEXANDER LEHRER (i)
(ii)		 223,242
0 		55,000
0 		31,199
0 		28,626
0 		4,387
0 		342,454
0 		0
0
(38) MARILYN KOCZAN (i)
(ii)		 222,186
0 		45,000
0 		27,516
0 		56,928
0 		4,524
0 		356,154
0 		0
0
(39) Elwood Joseph Hummel (i)
(ii)		 200,364
0 		23,800
0 		1,926
0 		9,016
0 		16,799
0 		251,905
0 		0
0
(40) Raymond Green (i)
(ii)		 21,423
0 		0
0 		187,976
0 		8,494
0 		16,601
0 		234,494
0 		0
0
(41) J Gordon Boak (i)
(ii)		 0
118,470 		0
0 		0
17,697 		0
17,328 		0
13,373 		0
166,868 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 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 1A and 1B TWO INDIVIDUALS REFLECTED ON CORE FORM, PART VII AND SCHEDULE J, PART II; DEAN LIN AND SHERRIE STRING, BOTH RELOCATED FOR MERIDIAN HEALTH WORK PURPOSES AND RECEIVED A HOUSING ALLOWANCE IN 2011 IN ORDER TO FACILITATE THE RELOCATION OF THEIR PRIMARY RESIDENCES. THE HOUSING ALLOWANCE FOR DEAN LIN AND SHERRIE STRING TOTALED $12,000 AND $8,000; RESPECTIVELY. THESE AMOUNTS WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES AND IN SCHEDULE J, PART II, COLUMN B(III) HEREIN.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 4A RAYMOND GREEN, FORMER VICE PRESIDENT OF HUMAN RESOURCES, RECEIVED A SEVERANCE PAYMENT IN 2011. THE SEVERENCE PAYMENT TOTALED $185,182 AND WAS INCLUDED IN HIS 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $268,707; SALVATORE INCIARDI, $131,804; STEVEN G. LITTLESON, $170,574; TIMOTHY J. HOGAN, $1,089,695 AND ANN B. GAVZY, ESQ., $99,562. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A RETENTION AGREEMENT WHICH ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: JOHN GANTNER, $300,000 AND JOHN K. LLOYD, FACHE, $600,000. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, AS TAXABLE WAGES: JOHN GANTNER, $191,906; ROBERT A. PALERMO, CPA, $14,820; JOSEPH P. COYLE, $125,133; REBECCA WEBER, $19,050 AND MARILYN KOCZAN, $12,165.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 5A THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VARIABLE COMPENSATION WHICH IS CALCULATED BASED ON A PERCENTAGE OF THE ORGANIZATION'S TOTAL REVENUE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: ALAN CABASSO, M.D., $9,058; ELLIOT FRANK, M.D., $3,911; JEROME VERNICK, M.D., $34,134; MICHAEL BLEIMAN, M.D., $30,000 AND STEVEN W. KAIRYS, M.D., $38,993.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2011 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
COMPENSATION INFORMATION SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THAT BECAME TAXABLE IN 2011 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS AN ACCRUED BENEFIT ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2011 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $268,707; SALVATORE INCIARDI, $131,804; STEVEN G. LITTLESON, $170,574; ANN B. GAVZY, ESQ., $99,562 AND TIMOTHY J. HOGAN $1,089,695. THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A RETENTION AGREEEMENT THAT BECAME TAXABLE IN 2011 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS AN ACCRUED BENEFIT ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2011 FORM W-2, BOXES 1 AND 5, AS TAXABLE WAGES: JOHN GANTNER, $100,000 AND JOHN K. LLOYD, FACHE, $200,000.
Schedule J (Form 990) 2011

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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579E7Y6 02-20-2003 40,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND 1993 SERIES   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFINANCE EXISTING BONDS   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 0 0 2,015,000 1,340,000
2 Amount of bonds legally defeased . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . 61,213,687 40,809,125 16,032,128 18,390,000
4 Gross proceeds in reserve funds . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . 436,450 314,300 268,487 365,791
8 Credit enhancement from proceeds . . . . . . . . . . 560,326 369,024 62,695 65,353
9 Working capital expenditures from proceeds . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . 60,216,911 40,125,801 15,700,946 0
11 Other spent proceeds . . . . . . . . . . . 0 0 0 17,958,856
12 Other unspent proceeds . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . 2004 2004 2007 2006
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) 2011
Schedule K (Form 990) 2011
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 of bond-financed property? . . . . . . . . . X     X   X   X
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X   X          
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X   X   X
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
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% 0.00000% 0.00000% 0.00000%
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 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0% 0.00000% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . X   X   X   X  
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
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 qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . 5.     5.
d Was the hedge superintegrated? . . . .   X           X
e Was a hedge terminated? . . . . .   X           X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . X   X     X   X
b Name of provider . . . . . . TRANS OCC LIFE INS
  		TRANS OCC LIFE INS
  		0
  		0
 
c Term of GIC . . . . . . . 1.4 1.4    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . . X   X          
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
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X   X
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF 0 INVESTMENT EARNINGS.
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS 0 OF $215,633,458 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT EARNINGS OF $1.
Schedule K (Form 990) 2011

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 Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579E7Y6 02-20-2003 40,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND 1993 SERIES   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NJ HEALTH CARE FACILITIES FINANCING AUTHORITY
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFINANCE EXISTING BONDS   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 0 0 2,015,000 1,340,000
2 Amount of bonds legally defeased . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . 61,213,687 40,809,125 16,032,128 18,390,000
4 Gross proceeds in reserve funds . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . 436,450 314,300 268,487 365,791
8 Credit enhancement from proceeds . . . . . . . . . . 560,326 369,024 62,695 65,353
9 Working capital expenditures from proceeds . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . 60,216,911 40,125,801 15,700,946 0
11 Other spent proceeds . . . . . . . . . . . 0 0 0 17,958,856
12 Other unspent proceeds . . . . . . . . . . . 0 0 0 0
13 Year of substantial completion . . . . . . . . . . . 2004 2004 2007 2006
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) 2011
Schedule K (Form 990) 2011
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 of bond-financed property? . . . . . . . . . X     X   X   X
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X   X          
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X   X   X   X
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
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% 0.00000% 0.00000% 0.00000%
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 0.00000% 0.00000% 0.00000% 0.00000%
6 Total of lines 4 and 5 . . .. . . . . . . . . 0% 0.00000% 0.00000% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . X   X   X   X  
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
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 qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider . . . . . . . . 0
  		0
  		0
  		 
 
c Term of hedge . . . . . . . . 5.     5.
d Was the hedge superintegrated? . . . .   X           X
e Was a hedge terminated? . . . . .   X           X
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . X   X     X   X
b Name of provider . . . . . . TRANS OCC LIFE INS
  		TRANS OCC LIFE INS
  		0
  		0
 
c Term of GIC . . . . . . . 1.4 1.4    
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . . X   X          
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
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X   X   X   X
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF 0 INVESTMENT EARNINGS.
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS 0 OF $215,633,458 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT EARNINGS OF $1.
Schedule K (Form 990) 2011

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
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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) AURELIA HADER FAMILY MEMBER OF KEY EMPLOYEE 2,500
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) 2011
Schedule L (Form 990 or 990-EZ) 2011
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. 123,462 EMPLOYEE   No
(2) AURELIA HADER FAMILY MEMBER - KEY EMPL. 72,849 EMPLOYEE   No
(3) TD BANK OFFICER - LLOYD 345,164 LEASE PAYMENTS - SEE PART V   No
(4) QUALCARE INC OFFICERS - GANTNER/LLOYD 4,297,304 CLAIMS ADMIN. - SEE PART V   No
(5) ANGELA A PROPER FAMILY MEMBER - TRUSTEE 20,515 EMPLOYEE   No
(6) STILLWELL-HANSEN INC TRUSTEE - STILLWELL 134,971 PRODUCT/EQUIPMENT - SEE PART V   No
(7) AMY DELANEY FAMILY MEMBER - OFFICER 54,100 EMPLOYEE   No
(8) SHADDY YOUNAN MD FAMILY MEMBER - TRUSTEE 28,550 INDEPENDENT CONTRACTOR   No
(9) LAVERNE MUSCIO-CABASSO FAMILY MEMBER - TRUSTEE 96,671 EMPLOYEE   No
(10) JERSEY SHORE RADIOLOGY TRUSTEE - ZAWODNIAK 232,419 MEDICAL SERVICES - SEE PART V   No
(11) LAURA DE LA LUZ FAMILY MEMBER - TRUSTEE 18,084 EMPLOYEE   No
(12) QUALCARE INC TRUSTEE - BUTTACI 4,297,304 CLAIMS ADMIN. - SEE PART V   No
(13) ERNST YOUNG OFFICER - PALERMO 232,942 ACCOUNTING SVCS. - SEE PART V   No
(14) FROMKIN BROTHERS OFFICER - PALERMO 566,229 SERVICES - SEE PART V   No
(15) BRICK CARDIOVASCULAR SPECIALISTS TRUSTEE - VIVONA 122,381 MEDICAL SERVICES - SEE PART V   No
(16) Christopher Scott Family Member - Key Empl. 89,535 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 SCHOLARSHIP AWARDED TO THIS INDIVIDUAL WAS BASED ON AN ANALYSIS OF CRITERIA OF ESTABLISHED POLICY SET BY MERIDIAN HEALTH SYSTEM, INC. THE SCHOLARSHIP RECIPIENT WAS SELECTED BY A COMMITTEE OF THE ORGANIZATION BASED ON AN A REVIEW AND ANALYSIS OF THE OBJECTIVE AND NONDISCRIMINATORY CRITERIA.
BUSINESS TRANSACTIONS WITH INT. PERSONS SCHEDULE L, PART IV John K. Lloyd, FACHE, President and Chief Executive Officer of Meridian Health System, Inc., is the Chairman of the Board of Trustees of QualCare, Inc. John Gantner, Chief Financial Officer of Meridian Health System, Inc. is a Board of Trustee member of QualCare, Inc. Norman V. Buttaci, Trustee of Meridian Hospitals Corporation is a Board of Trustee member of QualCare, Inc. Meridian Health and its affiliates utilized the services of QualCare, Inc. during 2011. Total fees paid to QualCare, Inc. were $4,297,304. Services were rendered at fair market value rates pursuant to arm's length negotiations. John K. Lloyd, FACHE, is a former Board of Trustee member of TD Bank and receives a retirement benefit from TD Bank for past services provided. Meridian Health and its affiliates utilized the services of TD Bank during 2011. Total fees paid to TD Bank were $345,164. Services were rendered at fair market value rates pursuant to arm's length negotiations. Carol Stillwell is a Trustee for Meridian Health Foundation, Inc. Meridian Health and its affiliates utilized the services of her company, Stillwell-Hansen, Inc., during 2011. Total fees paid to Stillwell-Hansen, Inc. were $134,971. Services were rendered at fair market value rates pursuant to arm's length negotiations. Leonard J. Zawodniak, M.D., is a Trustee for Meridian Hospitals Corporation and Meridian Health Foundation, Inc. Meridian Health and its affiliates utilized the services of his company, Jersey Shore Radiology, during 2011. Total fees paid to Jersey Shore Radiology were $232,419. Services were rendered at fair market value rates pursuant to arm's length negotiations. Robert Palermo, is the Vice President of Finance for Meridian Health System, Inc. and a Trustee of Meridian Practice Institute, Inc. His spouse is a Partner with Ernst & Young, L.L.P. Meridian Health and its affiliates utilized the services of Ernst & Young, L.L.P. during 2011. Total fees paid to Ernst & Young, L.L.P. were $232,942. In addition, his brother-in-law is a Vice President with Fromkin Brothers, Inc. Meridian Health and its affiliates utilized the services of Fromkin Brothers, Inc. during 2011. Total fees paid to Fromkin Brothers, Inc. were $566,229. Services rendered by both Ernst & Young, L.L.P. and Fromkin Brothers, Inc. were at fair market value rates pursuant to arm's length negotiations. Vincent J. Vivona, D.O., J.D., FACP is a Trustee for Ocean medical Center Foundation. Meridian Health and its affiliates utilized the services of his company, Brick Cardiovascular Specialists, during 2011. Total fees paid to Brick Cardiovascular Specialists were $122,381. Services were rendered at fair market value rates pursuant to arm's length negotiations.
Schedule L (Form 990 or 990-EZ) 2011

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
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash 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 4 161,497 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 noncash
contributions? ............................
32a
 
No
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) 2011
Schedule M (Form 990) 2011
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33 and whether the organization is reporting in Part I, column (b) the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
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
2011
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Identifier Return Reference Explanation
COMMUNITY BENEFIT STATEMENT CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Meridian has been viewed as a leader in developing the full continuum of care, providing integrated services to ensure our patients receive coordinated and seamless care from diagnosis to treatment to rehabilitation. The following speaks to our philosophy that its not the ability to do a single thing well, but the unique ability to do everything better. Meridian Cancer Care -------------------- Meridian Cancer Care provides multi-disciplinary care close to home and across the range of disease areas. Meridians focus on a multi- disciplinary, patient-oriented approach provides opportunities for both state-of-the-art care and trials. Meridian Cancer Care has seen growth in programs and expanded a formal Patient Navigator Program with nurses to lead patients every step of the way. Experts from Meridian CyberKnife Center at Riverview Medical Center have treated more than 1,200 patients, making it the first and the largest CyberKnife program in the region. As a painless non-invasive robotic radiosurgery system, CyberKnife treats benign and malignant tumors as well as other medical conditions. Plus, as the first and only System Partner of the Cancer Institue of New Jersey (CINJ), Meridian Cancer Care has expanded its partnership to grow research and education initiatives. Meridian CardioVascular Network ------------------------------- Meridian CardioVascular Network provides the most comprehensive heart and vascular services in the region. Its an overarching umbrella coordinating all aspects of heart and vascular care from research and education to diagnosis and treatment to rehabilitation and post-hospital care. In 2011, Meridian CardioVascular Network thrived in research advancements, surgical innovations, and clinical trials. Our experts were the first in the region to offer groundbreaking procedures to implant life-saving devices, including the AngelMed Guardian cardiac monitor and alert system device that alerts if a heart attack is imminent, and the Abiomeds Impella 2.5 heart pump to assist critically ill heart patients. Meridians Congenital Heart program also expanded in 2011 to address the needs of adults living with congenital heart defects. Today, Meridian CardioVascular Network can manage the health of congenital heart patients from birth through adulthood. Meridian Neuroscience --------------------- Life can change in a moment. Specialists in Meridian Neuroscience have developed programs to diagnose and treat a range of conditions from stroke to epilepsy, brain tumors to spine injuries, and movement and memory disorders. Meridian has partnered with NFL Hall of Famer Harry Carson to tackle stroke. As the spokesperson for Meridian Neuroscience, Harry promotes stroke awareness and education to our diverse communities and educates young athletes and coaches on the risks of concussions. Meridian was also pleased to welcome Noelle McNeil as Community Ambassador. As a survivor of a traumatic brain injury she takes the time to meet with families throughout Meridian who have a loved one affected by a brain injury, offering them hope and encouragement. You can read more about Noelle at www.noellesdefiningmoments.com. Meridian Neuroscience physicians performed life-changing surgeries for patients with Parkinsons, herniated discs and lumbar spinal stenosis. Meridian Pediatric Network -------------------------- Meridian is continuously addressing and meeting the needs of our youngest patients. From educating students on healthy choices with Doctor Bernards Pawsitive Action Team to expanding the capacity of K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center, Meridian Pediatric Network is providing access to more than 100 pediatric specialists and the full continuum of care for children in Monmouth and Ocean counties. With the opening of the Pediatric Care Center at Bayshore Community Hospital and Southern Ocean Medical Centers planned opening in late 2012, Meridian Pediatric Network extends its touch points providing seamless and coordinated care to families throughout the region. In 2011, Meridians Community Health Needs Assessment survey has once again highlighted asthma as an issue in our communities. That is why Meridian Pediatric Network has been active in educating parents and children about asthma. In the past three years, Hopscotch's Healthy You program has reached grade school students in Neptune, Red Bank and Brick approximately 1,000 children. Meridian is engaging with moms, too. From their maternity experience at our hospitals to their childrens development, moms are logging on to MeridianMomtourage.com, an online destination providing local moms with resources from our physician experts, tips from local Mom bloggers, and an online community of mothers who are sharing and connecting with Meridian Health in a new way. Youll also find Christie Rampone, Olympic gold medalist and spokesperson for K. Hovnanian Childrens Hospital, on Meridian Momtourage talking about her journey as a mom and a pro- athlete.
COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Jersey Shore University Medical Center -------------------------------------- Training the Physicians of Tomorrow ----------------------------------- The academic programs at Jersey Shore University Medical Center had outstanding achievements related to quality in 2011. All of our sponsored graduate medical education programs received maximum accreditation by their respective accrediting agencies. Currently, there are 96 residents that are part of our core training programs of Internal Medicine, Pediatrics, and Obstetrics and Gynecology. Our continuing medical education program was re-accredited by the Medical Society of New Jersey for four years. Finally, a new residency program was established in Clinical Pharmacy, and will provide a pipeline of new providers to Meridian Health. Cardiovascular Network Treatment and Technology ----------------------------------------------- Jersey Shore currently has one of the regions most complete and coordinated heart and cardiovascular care programs. From lifesaving angioplasty to one of the states largest cardiac surgery centers to vascular labs and a leading Heart Rhythm Center, our experienced heart and vascular experts offer options others simply cant. In 2011, Jersey Shore performed 780 cardiac surgeries the most in the region. Our team treats not only traditional open-heart surgery cases, but also provides new therapies like the Edwards SAPIEN Valve, for high-risk patients with limited surgical options, and the Impella - the worlds smallest heart pump. Openings Abound! ---------------- Even after one hundred years, Jersey Shore continues to evolve to meet the growing needs of the community. Throughout 2011, Jersey Shore celebrated the opening of several new and enhanced services and facilities. - The Meridian Transfer Center at Jersey Shore offers a streamlined patient transfer process for providers from other hospitals and referring facilities. Supported by a centralized team of nurses and an Alert Ambulance dispatcher, the transfer center coordinates all the logistics required to transfer a patient in one phone call, including the transmission of electronic medical records. - The Center for Wound Healing opened at Jersey Shore, offering the most advanced care in wound healing, including hyperbaric oxygen therapy. The Center is led by an integrated panel of health care providers including physicians, podiatrists and nurse practitioners. - A new Inpatient Dialysis Unit now offers 11 treatment stations, providing more patient comforts and advanced technology. - Meridian Rehabilitation at Neptune is dedicated to improving the quality of life for those facing challenges due to injury or illness. A health care team works closely with patients, families, and physicians to create an individualized treatment plan, and helps patients through the recovery process. The center offers a specialized pediatric rehabilitation program through K. Hovnanian Children's Hospital. Jersey Shore Receives National Achievement Award from The American College of Surgeons ----------------------------------------------------------------------- The Commission on Cancer (CoC) of the American College of Surgeons granted its Outstanding Achievement Award to Jersey Shore. The CoC Outstanding Achievement Award (OAA) recognizes cancer programs that strive for excellence in providing quality care to cancer patients and is granted to only 106 programs in the nation. Clinical Decision Unit: An Innovative Approach to Patient Care Most patients who come to an Emergency Department are treated and released; some clearly require hospitalization. For a small number of patients the decision is less clear. To handle these patients in the safest, most efficient manner, Jersey Shore has established a Clinical Decision Unit. Here specially trained nurses work closely with physicians to resolve clinical problems or clarify the need for admission. Growing with Our Children ------------------------- With a 40% increase in pediatric acute care cases, weve expanded K. Hovnanian Childrens Hospital by adding a second acute care pediatric unit, which provides an additional 14 private rooms, increasing the total pediatric acute care capacity to 44 beds and the number of private pediatric beds from 6 to 20. The area features a new playroom, family area and procedure room. In addition, a new 25,000 square foot Pediatric Specialty Care Center serves as a consolidated outpatient center for Meridian Pediatric Associates. The comfortable and modern space includes seven clinical suites and 40 exam rooms for faculity in 12 specialties, including dentistry, endocrinology, gastroenterology, hematology/oncology, infant apnea, infectious disease, nephrology, neurology, pulmonology, sports medicine, child evaluation, and child protection services. With the additions of the second acute care pediatric unit, and the Pediatric Specialty Care Center, K. Hovnanian Childrens Hospital is one of the largest pediatric programs in the state. Partnering with a Community for Better Health --------------------------------------------- K. Hovnanian Childrens Hospital recently celebrated the second anniversary of The Wellness Center at Midtown Community School, an onsite medical facility that provides preventive health care services for students. The Wellness Center, a concept resulting from an innovative partnership between the Childrens Hospital and the Neptune school district, has been well received in the community.
COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Orthopedic Excellence --------------------- Ocean Medical Centers orthopedic services expanded with a new Sports Injury Care Program organized out of the Ocean Care Center in Point Pleasant. Patients seen in the Ocean Care Center for a sports injury can experience the seamless benefit of receiving a priority appointment with a sports medicine fellowship trained orthopedic specialist within 48 hours of their emergency visit. Improving the Patient Experience -------------------------------- Ocean Medical Center has always been focused on patient satisfaction, but 2011 took things to a new level. Building upon historical success, new initiatives were introduced to advance patient care and drive growth. For example, Ocean Medical Center was the first hospital in the country to launch Care Calls, an innovative way to leverage modern communication technology and respond to guest concerns. By receiving a text or voice message, managers can respond to patient or family concerns while they are still in the hospital and remedy a situation on the spot. Paired with focused efforts like welcome ambassadors in the emergency department and same day surgery, patient satisfaction scores have shown a positive improvement trend. Excellence in Womens Health ---------------------------- Offering the finest resources to the members of our community is a priority at Ocean Medical Center, especially when it comes to womens health. This was apparent when the medical center recruited a fellowship trained breast surgical oncologist. The medical center has maintained an equally diligent focus on providing exceptional services that play a pivotal role in the prevention and detection of breast cancer. In fact, the Womens Imaging Pavilion at Ocean Medical Center was designated a Breast Imaging Center of Excellence by the American College of Radiology (ACR) in 2011. This acknowledges the high practice standards in image quality, personnel qualifications, facility equipment, quality control procedures, and quality assurance programs. Overall, 37 new physicians joined Oceans medical staff in the past year. These new physicians fill a clear need within the community and bring expertise in areas such as internal and family medicine, geriatrics, ob/gyn, pediatrics, colorectal surgery, general surgery, nephrology and orthopedics. Several of these physicians specialize in cancer care and are accelerating the oncology program development at Ocean Medical Center. Groundbreaking Milestone Brings New Emergency Department Closer to Reality Months of planning reached a milestone as Southern Ocean Medical Center broke ground for its new emergency department on October 25. Meridian and Southern Ocean Medical Center leaders donned hard hats and lifted shovels to officially kick off the construction of the $20 million dollar expansion project - the largest building project in the history of the Medical Center. The new facility when completed in 2013 will more than triple the size of Southern Oceans current emergency department. In addition to extensive renovations in the existing space, the emergency department will grow from 8,800 square feet to 29,000 square feet. The new design features 42 larger private bays as well as expanded triage and fast track areas. Space has been designed just for behavioral health patients that will be discreet, separate, and secure. In addition, a five-bed pediatric care center will provide top-quality care for pediatric emergencies and for children recovering from surgery, as well as routine medical issues. This dramatic expansion and renovation project will transform the way emergency care is delivered in southern Ocean County. Advancing Technology to Improve the Patient Experience ------------------------------------------------------ Southern Ocean Medical Center installed a new state-of-the-art MRI system in 2011. The Signa whole body imaging MRI system is a high-performance machine with advanced applications, which include shorter scan time. This advanced technology provides physicians with more information, more quickly, which translates to more comfort and convenience for patients. Southern Ocean Medical Center Finds Its NICHE --------------------------------------------- Southern Ocean Medical Center was designated a NICHE site for the second year in a row. NICHE stands for Nurses Improving Care for Health System Elders and the program is run by the Hartford Institute for Geriatric Nursing, New York University College of Nursing. This prestigious designation is given to hospitals that demonstrate dedication to improving the quality of care we provide to geriatric patients. Nurses are caring every day for geriatric patients who often have multiple health challenges. The geriatric expertise they offer patients is invaluable. Meridian Health Nursing Homes Are Seeing Stars ---------------------------------------------- For the second year in a row, Meridian Healths Holmdel, Shrewsbury, and Ocean Grove sub-acute rehabilitation and skilled nursing facilities received a 5-star ranking in the U.S. News & World Report annual Best Nursing Homes ratings. U.S. News recognizes top rated nursing homes in all 50 states and offers important guidance to families and healthcare providers caring for people in need of a home. Rehabilitation Certified Again ------------------------------ In 2011, Meridian Sub-Acute Rehabilitation at Wall was re-accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF). This accreditation signifies the facility has met the rigorous CARF standards for providing top-quality services and the best rehabilitation care. Meridian At Home: Elite to the Fourth Degree -------------------------------------------- In 2011, Meridian At Home was named for the fourth consecutive year to the HomeCare Elite [tm] listing, ranking them as part of the top 25 percent of agencies in the nation. The listing is developed annually by a nationally recognized home care organization and is based on a market-leading review of agencies across the country. The three factors that determine an agencys status include quality of care, quality improvement, and Financial performance. Meridian Health Affiliated Foundations -------------------------------------- Meridian Health Affiliated Foundations received nearly $13 million in contributions and more than $1 million in grants during 2011, and was distinguished as one of 20 healthcare system foundations throughout the country as a high performer by the Association of Healthcare Philanthropy. In addition, Friends of the Foundation, Meridian Healths most prestigious donor giving circle, launched at all 5 campuses, recognizing our most prominent donors when they are in our facilities. Because of our generous donors, we are able to invest in new programs, facilities and technologies, such as: - Cardiology programs and services at Jersey Shore University Medical Center - New surgical suites at Riverview Medical Center - Advanced urology equipment at Ocean Medical Center - A Pediatric Emergency Department at K. Hovananian Children's Hospital - Emergency Department expansion project at Southern Ocean Medical Center MERIDIAN'S 2011 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR ON REQUEST THROUGH ANY ONE OF OUR FACILITIES.
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CORE FORM, PART III; LINE 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.
DISCLOSURE INFORMATION CORE FORM, PART I; SUMMARY THE TOTAL VOTING AND INDEPENDENT VOTING MEMBERS DISCLOSED IN THE CORE FORM IS FOR MERIDIAN HOSPITALS CORPORATION; THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING: - HEALTH INNOVATIONS UNLIMITED, INC.; 11 VOTING, 7 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 16 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 21 VOTING, 16 INDEPENDENT; - MERIDIAN HEALTH FOUNDATION, INC.; 25 VOTING, 21 INDEPENDENT; - MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 9 INDEPENDENT; - MERIDIAN HOME CARE SERVICES, INC.; 11 VOTING, 6 INDEPENDENT; - MERIDIAN NURSING AND REHABILITATION, INC.; 6 VOTING, 3 INDEPENDENT; - MERIDIAN PRACTICE INSTITUTE, INC.; 11 VOTING, 2 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 16 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 30 VOTING; 25 INDEPENDENT; - SOCH PROPERTIES, INC.; 11 VOTING, 9 INDEPENDENT.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTION 2 JOHN GANTNER, JOHN K. LLOYD, FACHE and Norman Buttaci - BUSINESS RELATIONSHIP
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 MERIDIAN HEALTH SYSTEM, INC. ("MHS") IS THE SOLE MEMBER OF ALL ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU") AND SOCH PROPERTIES, INC. MHS HAS THE RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. MERIDIAN HOME CARE SERVICES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS. MERIDIAN HEALTH REALTY CORPORATION HAS THE RIGHT TO ELECT THE MEMBERS OF SOCH PROPERTIES, INC.'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN SOCH PROPERTIES, INC.'S BYLAWS.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11b THE FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF MERIDIAN HEALTH, THE PARENT ORGANIZATION OF THE SUBORDINATES, AND MERIDIAN HOSPITALS CORPORATION ("MHC") PRIOR TO FILING. THE PROCESS FOR REVIEWING THE FORM 990 IS AS FOLLOWS: MERIDIAN HEALTH RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTHCARE AND NOT FOR PROFIT TAX RETURN PREPARATION ("CPA FIRM") TO Review AND FILE THE FORM 990. Meridian PREPARED A DRAFT OF THE FORM 990, WHICH WAS THEN REVIEWED BY OTHER APPROPRIATE INTERNAL STAFF FOR ACCURACY, GENERAL COUNSEL AND OUTSIDE TAX COUNSEL. THE DRAFT WAS THEN REVIewed BY THE CPA FIRM AND PRESENTED TO THE GOVERNING BODY'S COMPLIANCE AND AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE GOVERNING BODY. AFTER THE COMPLIANCE AND AUDIT COMMITTEE MEETING, ANY SUGGESTED REVISIONS TO THE FORM 990 WERE MADE, AND THE REVISED FORM 990, IN FINAL FORM, WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY FOR REVIEW AT A MEETING PRIOR TO FILING OF THE FORM 990.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 12 MERIDIAN HEALTH, THE PARENT ORGANIZATION, HAS ADOPTED A SYSTEM CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF THE SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE SYSTEM'S CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE WITH RESPECT TO ANY APPLICABLE TRANSACTIONS AND RELATIONSHIPS. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SYSTEM'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL FOR REVIEW. THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE SYSTEM'S EXECUTIVE COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). DURING THE YEAR, THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL ALSO MONITORS ON-GOING TRANSACTIONS IN LIGHT OF THE SUMMARY TO ENSURE THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE APPROPRIATELY HANDLED IN COMPLIANCE WITH THE POLICY.
DISCLOSURE INFORMATION CORE FORM 990; PART VI, SECTION B; QUESTION 15 THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN WHICH MERIDIAN HEALTH SYSTEM, INC. IS THE SYSTEM'S PARENT ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") OF THE PARENT ORGANIZATION IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES (SENIOR MANAGEMENT) OF THE PARENT AND ALL OF THE SUBSIDIARY ORGANIZATIONS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, APPROVED BY THE EXECUTIVE COMMITTEE AND GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTHCARE SYSTEM AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH SYSTEM CAN FULFILL ITS CHARITABLE MISSION. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS, INCLUDING BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE "TOTAL COMPENSATION" OF THE PRESIDENT AND EACH SENIOR MANAGEMENT KEY EMPLOYEE IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS, AND RECEIVES REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND BASED UPON THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT-FOR-PROFIT HEALTHCARE COMPENSATION; AND 3. THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS REQUIRED IN THE REGULATIONS. AS APPROPRIATE, THE AUTHORIZED BODY SUPPLEMENTS THE COMPARABILITY DATA WITH OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THE REASONABLENESS OF THE COMPENSATION PAID, INCLUDING AN ANALYSIS OF INDIVIDUAL GOALS AND OBJECTIVES, ORGANIZATIONAL PERFORMANCE, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE APPROVED COMPENSATION ARRANGEMENTS BY THE EXECUTIVE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE GOVERNING BOARD BY THE SENIOR MEMBER OF THE CONSULTING FIRM.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATIONS ARE PART OF MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. ORGANIZATIONS INCLUDED IN THIS GROUP RETURN HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH EACH TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. EACH ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. IN ADDITION, THE ORGANIZATIONS MAKE AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE, WWW.MERIDIANHEALTH.COM, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY.
RELATED HOURS DISCLOSURE CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATIONS included in this group return are PART OF MERIDIAN HEALTH System; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR Key Employees LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH more than one ORGANIZATION WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990 REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR all of the ORGANIZATIONs included on this return. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY three to five HOURs PER WEEK. THE HOURS REFLECTED ON PART VII OF THIS FORM 990 FOR PAID OFFICERS AND KEY EMPLOYEES REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF MERIDIAN HEALTH; NOT SOLELY THe ORGANIZATIONs included in this return.
COMPENSATION INFORMATION DISCLOSURE CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS, JOHN K. LLOYD, FACHE, JOHN GANTER AND MARC H. LORY, WHO ARE PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THESE INDIVIDUALS WORK FULL-TIME FOR MERIDIAN HEALTH SYSTEM AND RECEIVE COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, AN ENTITY INCLUDED IN THIS GROUP FORM 990; FOR SERVICES RENDERED TO THE ENTIRE MERIDIAN HEALTH SYSTEM. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF CERTAIN AFFILIATES WITHIN THE MERIDIAN HEALTH SYSTEM BUT DOES NOT INCLUDE ALL OF THE RELATED ORGANIZATIONS.
OTHER CHANGES IN NET ASSETS CORE FORM, PART XI; QUESTION 5 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - EQUITY TRANSFER TO MERIDIAN HOSPITALS CORPORATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $7,390,145; - CHANGE IN NET UNREALIZED GAINS/(LOSSES) ON INVESTMENTS - ($40,545,826); - OTHER CHANGES IN BENEFITS AND PLAN ASSETS - ($17,231,065); - CHANGE IN VALUE OF CASH FLOW HEDGE INSTRUMENT - $393,805; - LOSS ON EXTINGUISHMENT OF DEBT - ($6,069,794); AND - OTHER CHANGES IN NET ASSETS - ($63,592).
AUDITED FINANCIAL STATEMENTS CORE FORM, PART XII; QUESTION 2 MERIDIAN HOSPITALS CORPORATION IS THE LARGEST ENTITY OF THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING WHICH COMPRISES THIS CONSOLIDATED GROUP FORM 990. PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT BIG FOUR CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ACCORDINGLY, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY, INCLUDING THOSE ENTITIES INCLUDED IN THIS FORM 990. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. AND ITS CONTROLLED AFFILIATE HEALTH INNOVATIONS UNLIMITED, INC. FOR THE YEARS ENDED DECEMBER 31, 2011 AND DECEMBER 31, 2010; RESPECTIVELY. PARENTE RANDOLPH, L.L.C. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE MERIDIAN HEALTH SYSTEM, INC. COMPLIANCE AND AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDITS OUTLINED HEREIN WITH RESPECT TO THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990, AND THE SELECTION OF AN INDEPENDENT AUDITOR.
BOARD OF TRUSTEES PART VII PART VII INCLUDES, AS OF DECEMBER 31, 2011, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. IN ADDITION, PART VII INCLUDES THE REMAINING TOP FIVE HIGHEST PAID EMPLOYEES AMONGST ALL ENTITIES COMBINED AFTER OFFICERS AND KEY EMPLOYEES OF ALL ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE MEMBERS ARE LISTED BY BOARD. PLEASE NOTE THAT NO INDIVIDUAL IS LISTED MORE THAN ONCE ON PART VII. OUTLINED BELOW IS A SUMMARY OF EACH FULL BOARD OF TRUSTEES BY ORGANIZATION [* indicates the member serves on more than one board reported on this group return BUT, AS OUTLINED ABOVE, IS ONLY INCLUDED ONCE IN PART VII]: Meridian Hospitals Corporation ------------------------------ -Alfred Schiavetti -Anthony T. Scardella, MD -Frank Sharp, MD -Gregg Azcuy -Jeffrey Hager, DO -John J. Flynn * -John K. Lloyd * -John Rose, MD -Joseph Mancini * -K. George Younan, MD -Leonard Zawodniak, MD -Marc H. Lory (President, MHC)* -Meredyth Armitage (Secretary)* -Norman V. Buttaci -Peter Reinhart, Esq. (Chairperson) -Peter S. Falvo, Jr., Esq. * -Richard A. Amdur, Esq. -Roger Thompson, MD -Salvatore Inciardi (Assistant Secretary)* -Serena DiMaso, Esq. * -Steven Koerner, DO -Thomas J. Kononowitz (Vice Chairperson)* -William Lawless, PhD Meridian Nursing & Rehabilitation --------------------------------- -Brian Roper, MD -Edward R. McGlynn, Esq. (Vice Chairperson)* -Fern Esposito -John Gantner (President)* -Marc H. Lory (Secretary; Treasurer)* -Salvatore Inciardi (Assistant Secretary)* -William Himelman, Esq. (Chairperson)* Meridian Home Care Services --------------------------- -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John Gantner (President)* -John K. Lloyd * -Marc H. Lory * -Maris Lown * -Meredyth Armitage (Treasurer)* -Peter Raben (Chairperson)* -Robert R. Stohrer * -Salvatore Inciardi (Vice President & Secretary; Assistant Secretary)* Health Innovations Unlimited ---------------------------- -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John Gantner (President)* -John K. Lloyd * -Marc H. Lory * -Maris Lown * -Meredyth Armitage (Treasurer)* -Peter Raben (Chairperson)* -Robert R. Stohrer * -Salvatore Inciardi (Vice President & Secretary; Assistant Secretary)* Meridian Health Foundation -------------------------- -Barbara Ganz -Carol Stillwell * -David L. Flood (President)* -Deborah Mathis * -Domenic M. DiPiero III (Vice Chairperson)* -Eric M. Kirsch, CFA * -Ernest A. Scherler (Chairperson)* -Holly R. Hubbell * -John J. Flynn (Secretary)* -John K. Lloyd * -Karen T. O'Hare * -Kristen S. Bunnell * -Lucy K. H. Kalian * -Marion A. Hergert * -Moon Choo -Nancy Seidenstein -Richard A. Goldman * -Richard J. Lane * -Robert D. Broege, Esq. -Serena DiMaso, Esq. * -Thomas J. Gravina * -Thomas J. Kononowitz (Treasurer) * -Vincent J. Puma * -Wendell Smith, Esq. -William W. Wingard * Jersey Shore University Medical Center Foundation ------------------------------------------------- -Anita Roselle -Barbara Brager -David L. Flood (President)* -Eric M. Kirsch, CFA (Treasurer)* -J. Scott Ferguson -Joanne Falcone -John A. Giunco, Jr., Esq. * -John K. Lloyd * -Karen A. Goldblatt -Peter Cancro -Philip L. Perricone -Richard M. Neibart, MD -Salvatore Pappalardo -Stephan C. Lowy -Steven G. Littleson * -T. Burt Barham -Thomas J. Kononowitz (Chairperson)* -Vincent J. Puma (Vice Chairperson)* -William C. Black -William W. Wingard (Secretary)* Riverview Medical Center Foundation ----------------------------------- -Carol Stillwell * -David L. Flood (President)* -Domenic M. DiPiero III (Chairperson)* -Edward J. McKenna, Jr. -Elizabeth Moody Schmalz Ferguson -John K. Lloyd * -Joseph Albertelli -Kristen S. Bunnell (Treasurer)* -Lawrence W. Sykoff, EdD -Lore Macdonald; -Lucy K. H. Kalian (Secretary)* -Margaret S. Riker -Michael Oster -Mindy M. Minerva -Peter T. Roselle -Phillipa G. Woodriffe, MD -Richard D. Donovan -Robert S. Jones, Jr -Thomas J. Gravina (Vice Chairperson)* -Timothy J. Hogan Ocean Medical Center Foundation ------------------------------- -Christian T. Koerner, MST, CPA, ABV -Dale Wegener -David L. Flood (President)* -Dean Lin -Edward J. Dimon, Esq. -Elizabeth A. Kelly -Ernest A. Scherler (Chairperson)* -Holly R. Hubbell (Secretary)* -James A. Clarke, MD -James A. Urner -John K. Lloyd * -Joseph Introna -Karen T. O'Hare (Treasurer)* -Kevin L. Buckelew -Leslie H. Bird -Nina Anuario -Richard A. Goldman (Vice Chairperson)* -Robert A. Monaco, MD -Robert B. O'Brien, Jr. -Thomas J. Sexton -Vincent J. Vivona, DO, JD, FACP Southern Ocean Medical Center Foundation ---------------------------------------- -Albert Schwind -Angela Ominski -Anne Nachman -Arthur Barron -David L. Flood (President)* -David M. Nilsen -Deborah Mathis (Treasurer)* -Dorothy Ryan (2nd Vice Chairperson) -Fred Duffy -Jean Flesche -Joan M. Hart -John J. Flynn (Chairperson)* -John K. Lloyd * -Joseph Lattanzi, MD -Joseph Mancini * -Joseph P. Coyle -Joseph T. O'Donnell -Judy Brophy -Marion A. Hergert (Secretary)* -Matthew Schwing -Michael Aaron, DO -Michael Bleiman, MD -Peter S. Goldman -Richard J. Lane (1st Vice Chairperson)* -Rita Bonin -Robert J. Simmons -Robert R. Stohrer * -Thomas J. Dolan -Timothy G. Dolan -Yvonne Zaun Meridian Practice Institute --------------------------- -Alan Cabasso, MD (Secretary) -Barry Weshnak * -Carl M. Marchetti, MD (President) -David Kountz, MD -Elliot Frank, MD -Jerome Vernick, MD -Marc H. Lory (Vice Chairperson)* -Robert Palermo (Treasurer) -Salvatore Inciardi (Assistant Secretary)* -Steven G. Littleson * -Steven Kairys, MD -Thomas J. Kononowitz (Chairperson)* Meridian Health Realty ---------------------- -Barry Weshnak * -Christopher Carton (Treasurer) -Edward R. McGlynn, Esq. * -John A. Giunco, Jr., Esq. * -John K. Lloyd (President)* -Kenneth Fitzsimmons, Esq. -Martin M. Barger, Esq. (Chairperson) -Maurice Meyer III -Peter S. Falvo, Jr., Esq. (Vice Chairperson)* -Ronald Schrader (Secretary) -Salvatore Inciardi (Assistant Secretary) * -William Himelman, Esq. * SOCH Properties, Inc. --------------------- -Barry Weshnak * -Christopher Carton (Treasurer) -Edward R. McGlynn, Esq. * -John A. Giunco, Jr., Esq. * -John K. Lloyd (President)* -Kenneth Fitzsimmons, Esq. -Martin M. Barger, Esq. (Chairperson) -Maurice Meyer III -Peter S. Falvo, Jr., Esq. (Vice Chairperson)* -Ronald Schrader (Secretary) -Salvatore Inciardi (Assistant Secretary) * -William Himelman, Esq. *
DISCLOSURE INFORMATION CORE FORM, PART IV, QUESTION 5 PLEASE NOTE THAT THE ORGANIZATIONS INCLUDED IN THIS GROUP RETURN ARE INTERNAL REVENUE CODE SECTION 501(C)(3) ORGANIZATIONS AND QUESTION 5 IS NOT APPLICABLE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

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
2011
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
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 940,430 3,728,995 SOCH PROP
 
(2) SOCH PROPERTIES 3 CLOCK BLD LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
51-0538953 		REAL ESTATE NJ 206,976 1,671,984 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
 
 
No
(2) MERIDIAN SURGICAL ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755228 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(3) MERIDIAN PEDIATRIC ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755230 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(4) MERIDIAN MEDICAL ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755233 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(5) NORTHERN OCEAN CTY MEDICAL ASSOC PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981653 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(6) NORTHERN MONMOUTH CTY MED ASSOC PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981647 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(7) MERIDIAN TRAUMA ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981651 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(8) MERIDIAN OBST & GYN ASSOCIATES PC

1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755239 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(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) MH SYSTEM
 
 
No
(10) SHORE REHABILITATION INSTITUTE INC

425 JACK MARTIN BLVD

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

727 NO BEERS ST

HOLMDEL,NJ07733
21-0744668 		HEALTH SVCS. NJ 501(c)(3) 509(A)(1) MHC
 
Yes
 
(12) BAYSHORE COMMUNITY HOSPITAL FOUNDATION

727 NO BEERS ST

HOLMDEL,NJ07733
22-2367109 		FUNDRAISING NJ 501(c)(3) 509(A)(1) MH SYSTEM
 
 
No
(13) BAYSHORE HEALTH CARE CENTER INC

715 NO BEERS ST

HOLMDEL,NJ07733
22-2715789 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MN&R
 
Yes
 
(14) SOMC MEDICAL GROUP PC

1140 RT 72 WEST

MANAHAWKIN,NJ08050
27-1412183 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
(15) MERIDIAN OCCUPATIONAL HEALTH PC

1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
27-2377326 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MH SYSTEM
 
 
No
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 SRVC NJ NA
  		C CORP.      
(2) MERIDIAN HEALTH MANAGEMENT INC
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-2519699 		HEALTHCARE SRVC NJ NA
  		C CORP.      
(3) MERIDIAN HEALTHWARES BRICK
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3571926 		HEALTHCARE SRVC NJ NA
  		C CORP.      
(4) MERIDIAN HEALTHWARES WEST LONG BRANCH
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3571931 		HEALTHCARE SRVC 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 SRVC NJ N/A
 C CORP.      
(7) BAYSHORE HEALTHCARE MANAGEMENT CORP
727 NO BEERS ST
HOLMDEL,NJ07733
22-2550716 		HEALTHCARE SRVC NJ N/A
 C CORP.      
(8) HCMC INC
PO BOX 176
HOLMDEL,NJ07733
22-2620595 		HEALTHCARE SRVC 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) 2011
Schedule R (Form 990) 2011
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 related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
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

 P 3,723,344 COST
(2) Bayshore Health Care Center

 P 426,775 COST
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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) - SOCH PROPERTIES, INC. (FEID: 22-3846197)
Additional Data


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