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
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 01-01-2012 , 2012, and ending 12-31-2012
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
Suite
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 $ 1,633,876,800
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 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 10,308
6 Total number of volunteers (estimate if necessary) ............. 6 2,800
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,949,699
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 267,069
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,008,671 32,761,573
9 Program service revenue (Part VIII, line 2g) ......... 1,376,929,883 1,566,459,263
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 16,782,008 15,286,100
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,577,215 10,000,551
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,422,297,777 1,624,507,487
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 584,125 1,060,023
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) 639,511,480 746,363,256
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 566,986 277,500
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet23,961,461    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 692,720,524 802,311,775
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,333,383,115 1,550,012,554
19 Revenue less expenses. Subtract line 18 from line 12....... 88,914,662 74,494,933
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,979,021,110 2,046,341,207
21 Total liabilities (Part X, line 26)............. 1,149,127,804 1,172,257,536
22 Net assets or fund balances. Subtract line 21 from line 20..... 829,893,306 874,083,671
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 MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
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 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 $ 185,029,000 including grants of $ 0 ) (Revenue $ 199,790,000 )
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 $ 120,759,000 including grants of $ 0 ) (Revenue $ 121,608,000 )
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 $ 106,282,000 including grants of $ 0 ) (Revenue $ 106,417,000 )
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 $ 852,688,517 including grants of $ 1,060,023 ) (Revenue $ 1,139,645,192 )
4e Total program service expensesMediumBullet1,264,758,517
Form 990 (2012)
Form 990 (2012)
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 (see instructions)? 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, or have a section 501(h) election in effect during the tax year? 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 for escrow or custodial account liability; 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, Parts I and IV......... 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 United States? If “Yes,” complete Schedule F, Parts II and IVClick 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 United States? If “Yes,” complete Schedule F, Parts III and IV... 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 I (see instructions).... Click 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 hospital facilities? 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 statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2012)
Form 990 (2012)
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, line 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 lines 24b through 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, highest 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 direct or indirect 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 M..Click 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, Part II, III, or IV, and Part 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 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
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
1,137
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
10
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
10,308
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, securities account, or other financial 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 as charitable contributions?...
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
23
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
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 this 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:
MediumBulletJOHN GANTNER1350 CAMPUS PARKWAYNEPTUNENJ07753 (732) 751-7500
Form 990 (2012)
Form 990 (2012)
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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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
 3.0
.......................   		X   X       0 0 0
(2) Thomas J Kononowitz........................................................................
Vice Chairperson-TRUSTEE
 9.0
.......................   		X   X       0 0 0
(3) Meredyth Armitage........................................................................
Secretary-TRUSTEE
 9.0
.......................   		X   X       0 0 0
(4) Alfred J Schiavetti Jr........................................................................
Treasurer-TRUSTEE
 3.0
.......................   		X   X       0 0 0
(5) Marc H Lory........................................................................
TRUSTEE-President, MHC
 60.0
.......................   		X   X       744,497 0 120,152
(6) Richard A Amdur Esq........................................................................
IMMED PAST CHAIR-TRUSTEE
 3.0
.......................   		X   X       0 0 0
(7) John D Gumina MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(8) Gregg Azcuy........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(9) Peter S Falvo Jr Esq........................................................................
Trustee
 9.0
.......................   		X           0 0 0
(10) Douglas W Chudzik MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(11) Anthony T Scardella MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(12) John J Flynn........................................................................
Trustee
 9.0
.......................   		X           0 0 0
(13) Joseph Mancini........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(14) William Lawless PhD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(15) Serena DiMaso Esq........................................................................
Trustee
 9.0
.......................   		X           0 0 0
(16) Jeffrey Hager DO........................................................................
Trustee
 3.0
.......................   		X           26,667 0 0
(17) John K Lloyd........................................................................
Trustee-President/CEO MHS
 60.0
.......................   		X   X       1,649,901 0 615,065
Form 990 (2012)
Form 990 (2012)
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 (list any hours for related organizations below dotted line) 		(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) Frank Sharp MD........................................................................
Trustee
 3.0
.......................   		X           36,027 0 0
(20) Roger Thompson MD........................................................................
Trustee
 3.0
.......................   		X           33,240 0 0
(21) Raymond M Masterson MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(22) Joseph P Lattanzi MD........................................................................
Trustee
 6.0
.......................   		X           49,407 0 0
(23) K George Younan MD........................................................................
Trustee
 3.0
.......................   		X           21,590 0 0
(24) Martin M Barger Esq........................................................................
Chairperson-TRUSTEE
 6.0
.......................   		X   X       0 0 0
(25) Ronald Schrader........................................................................
Secretary-TRUSTEE
 6.0
.......................   		X   X       0 0 0
(26) Christopher Carton........................................................................
Treasurer-TRUSTEE
 6.0
.......................   		X   X       0 0 0
(27) Edward R McGlynn Esq........................................................................
Trustee
 12.0
.......................   		X           0 0 0
(28) Maurice Meyer III........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(29) Barry Weshnak........................................................................
Trustee
 9.0
.......................   		X           0 0 0
(30) John A Giunco Jr Esq........................................................................
Trustee
 9.0
.......................   		X           0 0 0
(31) Kenneth Fitzsimmons Esq........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(32) William Himelman Esq........................................................................
Trustee
 12.0
.......................   		X           0 0 0
(33) Peter Raben........................................................................
Chairperson-TRUSTEE
 6.0
.......................   		X   X       0 0 0
(34) John Gantner........................................................................
Trustee, Exec VP/CFO MHS
 60.0
.......................   		X   X       910,126 0 310,248
(35) Salvatore Inciardi........................................................................
SEC/Trustee-SR VP BUS DEVEL
 55.0
.......................   		X   X       639,766 0 88,172
(36) Janice Sweeney........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(37) Bernard Natelson........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(38) Maris Lown........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(39) Georgina E Petillo........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(40) Robert Stohrer........................................................................
Trustee
 9.0
.......................   		X           0 0 0
(41) Fern Esposito........................................................................
Secretary/Treasurer-TRUSTEE
 9.0
.......................   		X   X       0 0 0
(42) Brian Roper MD........................................................................
Trustee
 6.0
.......................   		X           34,408 0 0
(43) Marie G Tambaro CCRN........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(44) Carl M Marchetti MD........................................................................
Trustee, President MPI
 27.5
.......................   		X   X       199,723 0 47,793
(45) Robert Palermo........................................................................
Trustee/Treasurer-VP FINANCE
 50.0
.......................   		X   X       379,551 0 77,586
(46) Alan Cabasso MD........................................................................
Secretary/Trustee-PROG DIR MPI
 55.0
.......................   		X   X       0 237,734 68,228
(47) Steven Littleson........................................................................
Trustee-PresIDENT JSUMC
 55.0
.......................   		X           879,304 0 134,186
(48) Steven Kairys MD........................................................................
Trustee-DEPARTMENT CHAIR
 50.0
.......................   		X           0 431,334 58,348
(49) Jerome Vernick MD........................................................................
Trustee-DEPARTMENT CHAIR
 50.0
.......................   		X           0 557,906 50,490
(50) Elliot Frank MD........................................................................
Trustee-DEPARTMENT CHAIR
 50.0
.......................   		X           0 446,218 69,115
(51) David Kountz MD........................................................................
Trustee-Sr. VP Med Affairs
 55.0
.......................   		X           368,962 0 47,115
(52) Mark G Martens MD........................................................................
Trustee-DEPARTMENT CHAIR
 50.0
.......................   		X           0 434,757 31,171
(53) Domenic M DiPiero III........................................................................
Chairperson-TRUSTEE
 6.0
.......................   		X   X       0 0 0
(54) Peter Cancro........................................................................
Vice Chairperson-TRUSTEE
 6.0
.......................   		X   X       0 0 0
(55) Thomas J Dolan........................................................................
Treasurer-TRUSTEE
 6.0
.......................   		X   X       0 0 0
(56) David L Flood........................................................................
Trustee-Pres. Foundations
 55.0
.......................   		X   X       490,283 0 72,144
(57) Nancy Seidenstein........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(58) Carol Stillwell........................................................................
Trustee
 9.0
.......................   		X           0 0 0
(59) Kevin L Buckelew........................................................................
TRUSTEE
 6.0
.......................   		X           0 0 0
(60) Kristen S Bunnell........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(61) Barbara Ganz........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(62) Thomas J Gravina........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(63) Lucy K H Kalian........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(64) Elizabeth A Kelly........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(65) Eric M Kirsch CFA........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(66) Christian Koerner MST CPA ABV........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(67) Deborah Mathis........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(68) Karen T OHare........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(69) Philip L Perricone........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(70) Martin F Pfleger Esq........................................................................
Trustee
 6.0
.......................   		X           0 0 0
(71) William W Wingard........................................................................
TRUSTEE
 6.0
.......................   		X           0 0 0
(72) Andrew J DeMaio Esq........................................................................
TRUSTEE
 6.0
.......................   		X           0 0 0
(73) William Allingham........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(74) Philip J Scaduto........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(75) Ross Zimmerman........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(76) Janice Mitchell Vassar........................................................................
Trustee
 3.0
.......................   		X           2,904 0 0
(77) Nicholas R Colisto........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(78) Louis R Czubachowski........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(79) Adrian M Pristas MD........................................................................
Trustee
 3.0
.......................   		X           12,740 0 0
(80) Gregory A Buontempo........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(81) Wendell Smith Esq........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(82) Moon Choo........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(83) Robert ODonnell........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(84) MOLLIE GIAMANCO........................................................................
TRUSTEE
 3.0
.......................   		X                
(85) TIMOTHY J HOGAN........................................................................
TRUSTEE-PRESIDENT RMC
 55.0
.......................   		X           760,508   98,561
(86) T Burt Barham........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(87) William C Black........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(88) Barbara Brager........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(89) Stephan C Lowy........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(90) Richard M Neibart MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(91) Anita Roselle........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(92) J Scott Ferguson........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(93) Karen A Goldblatt........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(94) Vincent J Puma........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(95) William S Walsh........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(96) Joanne Falcone........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(97) Richard A Goldman........................................................................
Trustee
 3.0
.......................   		X           624 0 0
(98) Joseph Leone Introna........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(99) Robert B OBrien Jr........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(100) James A Urner........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(101) Thomas R Lake III MD........................................................................
Trustee
 3.0
.......................   		X           13,049 0 0
(102) Thomas J Sexton........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(103) Dale L Wegener........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(104) Nina Anuario........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(105) James A Clarke MD........................................................................
Trustee, VP Clinical Eff
 50.0
.......................   		X           377,485 0 31,018
(106) Edward J Dimon Esq........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(107) Holly R Hubbell........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(108) Robert A Monaco MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(109) Vincent J Vivona DO JD FACP........................................................................
Trustee
 3.0
.......................   		X           15,406 0 0
(110) Dean Q Lin........................................................................
Trustee-PresIDENT OMC
 55.0
.......................   		X           482,986 0 53,818
(111) Joseph Albertelli........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(112) Peter T Roselle........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(113) Elizabeth M Schmalz Ferguson........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(114) William J Marraccini........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(115) Nancy Mulheren........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(116) Margaret S Riker........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(117) Howard M Ross MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(118) Richard J Saker........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(119) Steven M Scopellite........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(120) Lore Macdonald........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(121) Edward J McKenna Jr........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(122) Lawrence W Sykoff EdD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(123) Phillipa G Woodriffe MD........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(124) Joseph T ODonnell........................................................................
Treasurer-TRUSTEE
 3.0
.......................   		X   X       0 0 0
(125) Michael Aaron DO........................................................................
Trustee
 3.0
.......................   		X           990 0 0
(126) Peter S Goldman........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(127) Robert J Simmons........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(128) Michael Bleiman MD........................................................................
Trustee
 3.0
.......................   		X           95,117 286,913 20,045
(129) Joan M Hart........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(130) Marion A Hergert........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(131) David M Nilsen........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(132) Angela Ominski........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(133) Joseph P Coyle........................................................................
Trustee, PresIDENT SOMC
 55.0
.......................   		X           706,832 0 200,201
(134) Suzette Whiting........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(135) Judy Brophy........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(136) Vicki Malone........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(137) Barbara Schmidt........................................................................
Trustee
 3.0
.......................   		X           0 0 0
(138) Ann Gavzy........................................................................
Sr. VP Legal Affairs
 55.0
.......................   		      X     532,593 0 120,020
(139) Richard Scott........................................................................
Sr. VP Clinical Effectiveness
 55.0
.......................   		      X     514,049 0 85,946
(140) Rebecca Weber........................................................................
Sr. VP/CIO
 55.0
.......................   		      X     564,384 0 88,994
(141) Frank Goldstein........................................................................
VP Physician Services
 50.0
.......................   		      X     447,305 0 53,959
(142) Kim Carpenter........................................................................
VP Clinical Effectiveness
 50.0
.......................   		      X     385,994 0 51,435
(143) Richard Hader........................................................................
Sr. VP Nursing
 55.0
.......................   		      X     365,105 0 55,813
(144) James Molloy........................................................................
VP Government Relations
 50.0
.......................   		      X     343,973 0 56,162
(145) David Boss........................................................................
VP Clinical Effectiveness
 50.0
.......................   		      X     350,925 0 37,604
(146) Michelle Mendelson........................................................................
VP Meridian Home Care
 50.0
.......................   		      X     286,270 0 52,069
(147) Christine Scott........................................................................
VP Marketing & Corp Comm
 50.0
.......................   		      X     279,086 0 27,865
(148) Richard Hand........................................................................
VP Finance
 50.0
.......................   		      X     347,200 0 63,392
(149) Sherrie String........................................................................
Sr. VP Human Resources
 55.0
.......................   		      X     427,548 0 45,735
(150) Kevin Bryant........................................................................
Former CIO SOMC
 50.0
.......................   		      X     212,729 0 23,790
(151) Josepth Reichman........................................................................
VP Clinical Effectiveness
 50.0
.......................   		        X   379,875 0 24,349
(152) Ramon Solhkhah........................................................................
Medical Chair
 50.0
.......................   		        X   346,104 0 10,193
(153) Margaret Quinn........................................................................
Chief Medical Information Off.
 50.0
.......................   		        X   336,928 0 55,074
(154) Terry Manna........................................................................
VP Managed Care
 50.0
.......................   		        X   330,680 0 44,512
(155) Anthony Cava........................................................................
VP/COO
 50.0
.......................   		        X   323,758 0 45,984
(156) Elwood Joseph Hummel........................................................................
Former Key Employee
 0.0
.......................   		          X 234,161 0 26,402
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 15,940,760 2,394,862 3,162,754
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet994
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 PLAZANEW BRUNSWICKNJ089032685 MEDICAL 6,799,594
EMERACUTE CARE MEDICAL CO-NE INC, 440 STEVENS AVE SUITE 150SOLANA BEACHCA92075 MEDICAL 7,483,986
QUALCARE INC, 30 Knightsbridge RdPISCATAWAYNJ08854 CLAIMS ADMIN. 4,105,238
STORANDT PANN MARGOLIS, 15 W HARRIS AVE STE 300LA GRANGEIL60525 ADVERTISING 4,086,973
TORCON, 328 Newman Springs ROADRED BANKNJ07701 CONSTRUCTION 8,868,649
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet176
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,473,686
d Related organizations...1d 3,178,310
e Government grants (contributions)1e 6,086,577
f All other contributions, gifts, grants, and
similar amounts not included above1f 		22,023,000
g Noncash contributions included in lines
1a-1f:$ 		66,859
h Total. Add lines 1a-1f.......MediumBullet 32,761,573
Program Service Revenue Business Code
2a NET PATIENT SERVICE REVENUE 541900 1,445,165,543 1,445,165,543    
b OTHER HEALTHCARE RELATED REVENUE 541900 19,325,966 17,367,071 1,958,895  
c MH REALTY PROGRAM SERVICE REVENUE 541900 16,715,015 16,715,015    
d PHARMACY REVENUE 900099 17,627,925 17,627,925    
e LABORATORY REVENUE 621500 4,241,632 4,241,632    
f All other program service revenue . 63,383,182 63,370,682   12,500
g Total. Add lines 2a–2f........MediumBullet 1,566,459,263
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 14,905,570 2,075   14,903,495
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 4,285     4,285
(i) Real (ii) Personal
6a Gross rents 4,292,597  
b Less: rental expenses 1,456,067  
c Rental income or (loss) 2,836,530 0
d Net rental income or (loss).......MediumBullet 2,836,530 20,550 -14,874 2,830,854
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 6,616,020 707,742
b Less: cost or other basis and sales expenses 6,345,436 597,796
c Gain or (loss) 270,584 109,946
d Net gain or (loss)..........MediumBullet 380,530     380,530
8a Gross income from fundraising events (not including
$ 1,473,686
of contributions reported on line 1c). See Part IV, line 18 ..
a 970,014
b Less: direct expenses ...b 970,014
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 624410 1,696,754   623,168 1,073,586
b CAFETERIA 722514 2,189,513     2,189,513
c MANAGEMENT FEE INCOME 900099 704,825   366,997 337,828
d All other revenue .... 2,568,644   15,513 2,553,131
e Total. Add lines 11a–11d ...... MediumBullet 7,159,736
12 Total revenue. See Instructions......MediumBullet 1,624,507,487 1,564,510,493 2,949,699 24,285,722
Form 990 (2012)
Form 990 (2012)
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).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 21 489,073 489,073
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 570,950 570,950
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 .... 16,075,898 14,468,308 1,607,590 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 584,939,280 490,356,540 92,197,843 2,384,897
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 32,944,214 26,507,121 6,437,093  
9 Other employee benefits ....... 71,723,121 55,157,710 16,267,768 297,643
10 Payroll taxes ........... 40,680,743 30,148,347 10,361,608 170,788
11 Fees for services (non-employees):        
a Management ...... 3,112,000   3,112,000  
b Legal ......... 3,155,813 56 3,155,757  
c Accounting ........... 559,056 -13,063 572,119  
d Lobbying ........... 534,345   534,345  
e Professional fundraising services. See Part IV, line 17 277,500 277,500
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 80,873,322 77,027,400 3,845,922  
12 Advertising and promotion .... 11,126,645 235,002 10,891,643  
13 Office expenses ....... 155,005,457 151,567,693 3,412,485 25,279
14 Information technology ...... 4,296,155 991,990 3,304,165  
15 Royalties .. 3,360,753 1,106,931 2,253,822  
16 Occupancy ........... 43,216,242 10,790,532 32,188,088 237,622
17 Travel ............ 2,101,722 1,232,647 826,629 42,446
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,675,789 810,740 853,687 11,362
20 Interest ........... 35,202,655 28,487,865 6,714,790  
21 Payments to affiliates ....... 20,001,942 4,533,518 9,112,222 6,356,202
22 Depreciation, depletion, and amortization ..... 66,324,772 53,378,354 12,864,758 81,660
23 Insurance .............. 25,635,562 20,762,624 4,809,865 63,073
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 131,762,694 131,762,694    
b PROVISION FOR BAD DEBTS 82,144,950 78,265,485 2,590,975 1,288,490
c CONSULTING & PROF. FEES 39,548,654 39,513,850   34,804
d PURCHASED SERVICES 27,857,488 16,407,579 10,792,521 657,388
e All other expenses 64,815,759 30,198,571 22,584,881 12,032,307
25 Total functional expenses. Add lines 1 through 24e 1,550,012,554 1,264,758,517 261,292,576 23,961,461
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 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 378,430 1 12,527,150
2 Savings and temporary cash investments ......... 213,736,693 2 214,376,753
3 Pledges and grants receivable, net ........... 10,831,736 3 16,498,055
4 Accounts receivable, net ............. 132,315,192 4 143,406,541
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 14,367,448 7 5,741,840
8 Inventories for sale or use .............. 20,723,804 8 23,079,602
9 Prepaid expenses and deferred charges .......... 6,411,185 9 13,238,746
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,586,370,297
b Less: accumulated depreciation ..... 10b 818,250,747 759,573,806 10c 768,119,550
11 Investments—publicly traded securities .......... 531,076,987 11 641,944,423
12 Investments—other securities. See Part IV, line 11 ..... 34,032,880 12 45,738,686
13 Investments—program-related. See Part IV, line 11 ..... 195,253,867 13 107,258,970
14 Intangible assets ............... 6,081,175 14 6,391,100
15 Other assets. See Part IV, line 11 ........... 54,237,907 15 48,019,791
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,979,021,110 16 2,046,341,207
Liabilities 17 Accounts payable and accrued expenses ......... 127,075,567 17 136,311,872
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 1,463,901 19 1,448,734
20 Tax-exempt bond liabilities ............. 649,010,497 20 627,570,614
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other 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 .. 7,111,535 23 6,118,992
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.................... 364,466,304 25 400,807,324
26 Total liabilities. Add lines 17 through 25......... 1,149,127,804 26 1,172,257,536
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 702,873,210 27 745,134,698
28 Temporarily restricted net assets ........... 85,964,026 28 86,734,776
29 Permanently restricted net assets ........... 41,056,070 29 42,214,197
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 829,893,306 33 874,083,671
34 Total liabilities and net assets/fund balances ........ 1,979,021,110 34 2,046,341,207
Form 990 (2012)
Form 990 (2012)
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
1,624,507,487
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,550,012,554
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
74,494,933
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
829,893,306
5
Net unrealized gains (losses) on investments ...............
5
22,404,162
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
-1,255,511
8
Prior period adjustments .....................
8
-3,581,001
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-47,872,218
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
874,083,671
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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
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
2012
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 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
Provide the following information about the supported organization(s).
(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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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: BAYSHORE COMMUNITY HOSPITAL; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; HEALTH INNOVATIONS UNLIMITED, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH REALTY CORPORATION; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION; MERIDIAN HOME CARE SERVICES, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN NURSING AND REHABILITATION, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN PRACTICE INSTITUTE, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION. SOCH PROPERTIES, INC.; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION. BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION. BAYSHORE HEALTH CARE CENTER, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION.
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

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
2012
Name of the 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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
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) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
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) (2012)

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
2012
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 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 Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012

Schedule C (Form 990 or 990-EZ) 2012
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ....... 534,345 534,345
c Total lobbying expenditures (add lines 1a and 1b) ................... 534,345 534,345
d Other exempt purpose expenditures ........................ 1,550,659,799 1,586,405,655
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 1,551,194,144 1,586,940,000
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total
             
2a Lobbying nontaxable 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 429,800 453,530 484,645 534,345 1,902,320
             
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) 2012


Schedule C (Form 990 or 990-EZ) 2012
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)
No
Yes
(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, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2012

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
2012
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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 XIII, 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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 XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 40,932,000 39,461,000 35,346,000 31,191,000 39,165,000
b Contributions ........ 561,000 1,868,000 1,630,000 550,000 531,000
c Net investment earnings, gains, and losses 2,754,000 -252,000 2,613,000 3,763,000 -6,067,000
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		140,000 145,000 128,000 158,000 2,438,000
f Administrative expenses ....          
g End of year balance ...... 44,107,000 40,932,000 39,461,000 35,346,000 31,191,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet52.100 %
b
Permanent endowment SchDMd Bullet47.900 %
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 XIII 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 .................   34,271,780 34,271,780
b Buildings ................   847,355,347 314,719,339 532,636,008
c Leasehold improvements ............   3,915,785 2,610,348 1,305,437
d Equipment ................   635,136,559 495,458,985 139,677,574
e Other .................   65,690,826 5,462,075 60,228,751
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 768,119,550
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
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) CHARITABLE GIFT ANNUITY 1,338,847 F
(2) INVESTMENT IN QUALCARE 2,100,000 F
(3) SHORE REHABILITATION INSTITUTE 2,756,961 F
(4) INVESTMENT IN MONOC 37,149 F
(5) COASTAL COOPERATIVE, LLC 1,031,299 F
(6) BRICK MAB ASSOCIATES, LLC 366,072 F
(7) REMAINDER TRUST RECEIVABLE 8,167,314 F
(8) INVESTMENT IN JFK AT HOME 5,553,098 F
(9) PERPETUAL TRUST 2,470,082 F
(10) PROPERTIES 9,219,755 F
(11) OF FOUNDATIONS 72,812,871 F
(12) BAYSHORE COMMUNITY HOSPITAL   F
(13) BAYSHORE HEALTHCARE CTR INC   F
(14) OTHER LIMITED USE ASSETS   F
(15) NJ HEALTHCARE BOND   F
(16) CHARITABLE REMAINDER TRUST 52,793 F
(17) INVESTMENT IN DIALYSIS CENTER 502,429 F
(18) INV IN HEALTH VILLAGE IMAGING 850,300 F
(19) MUTUAL FUNDS - EQUITY   F
(20) MUTUAL FUNDS - FIXED INCOME   F
(21) CORPORATE EQUITY SECURITIES   F
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 107,258,970
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 45,293,764
ACCRUED PENSION & RETIREMENT 93,380,263
OTHER HEALTHCARE BENEFITS 10,368,568
DUE TO RELATED PARTIES 5,748,148
RESIDENT DEPOSITS 393,513
ACCRUED INTEREST PAYABLE 13,182,398
OTHER LONG-TERM LIABILITIES 106,411,190
RESTRICTED USE ASSETS 1,315,231
CHARITABLE GIFT ANNUITY 414,029
CHARITABLE REMAINDER TRUST 15,946
OTHER CURRENT LIABILITIES 35,843,767
FAIR VALUE OF DERIVATIVE INSTR 85,218,511
DUE TO MHAC 3,158,236
SECURITY DEPOSITS 63,760
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 400,807,324
2. Fin 48 (ASC 740) Footnote. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI 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 XIII.) ............ 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 XIII.) ........... 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 XII 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 XIII.) ............ 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 XIII.) ............ 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 XIII
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
ENDOWMENT FUNDS SCHEDULE D, PART V RESTRICTED FUNDS ARE USED TO SUPPORT THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE ORGANIZATION AND ITS AFFILIATES.
TEXT OF FIN 48 AUDITED FINANCIAL STATEMENT FOOTNOTE SCHEDULE D, PART X THE ORGANIZATIONS ARE AFFILIATES WITHIN MERIDIAN HEALTH SYSTEM, INC. ("SYSTEM"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE SYSTEM ISSUES CONSOLIDATED FINANCIAL STATEMENTS AUDITED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CPA FIRM, WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THESE ORGANIZATIONS. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 DISCLOSURE BELOW IS FROM THE SYSTEM'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS 2012 CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ALL OF THE NOT-FOR-PROFIT ENTITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE EXCEPT FOR COMPASS WHICH QUALIFIES AS A TAXABLE NOT-FOR-PROFIT. THESE ENTITIES ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND MERIDIAN NURSING AND REHABILITATION, INC. FOR THE YEARS ENDED DECEMBER 31, 2012 AND DECEMBER 31, 2011; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2012 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48: THE CORPORATIONS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE CORPORATIONS ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDITIED THE FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. ("HOME CARE") AND ITS CONTROLLED ENTITY, HEALTH INNOVATIONS UNLIMITED, INC. ("HIU"), FOR THE YEARS ENDED DECEMBER 31, 2012 AND DECEMBER 31, 2011; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2012 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48: HOME CARE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 AND 2011.
Schedule D (Form 990) 2012

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
2012
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 the grants or
assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award
the grants or assistance? ...................................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of grant funds outside
the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (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 and investments
in region
Central America and the Caribbean 0 0 Program Services FINANCIAL VEHICLE 15,106,650
Central America and the Caribbean     Investments   4,646,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 19,752,650
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 19,752,650
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
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. Part II can be duplicated 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) 2012
Schedule F (Form 990) 2012Page 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.
Part III can be duplicated 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) 2012
Schedule F (Form 990) 2012
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, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organizationmay be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (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) 2012
Schedule F (Form 990) 2012
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
PART IV, FOREIGN FORMS   Meridian Health System, Inc. (EIN 22-3474145) is the sole shareholder of Meridian Hospitals Corporation (EIN 22-3471515) and Coastal Medical Insurance Limited (EIN 98-0166769). Pursuant to an alternative risk financing arrangement, Meridian Hospitals Corporation made payments to Coastal Medical Insurance Limited that did not qualify as insurance premiums for federal tax purposes. In accordance with federal tax principles, such payments were treated as constructive dividends by Meridian Hospitals Corporation to Meridian Health System, Inc. followed by constructive capital contributions by Meridian Health System, Inc. to Coastal Medical Insurance Limited under Code Section 351.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2012
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. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
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.
(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 CAP. CPGN. FUNDRAISING   No 2,443,700 277,500 2,166,200
             
             
             
             
             
             
             
             
             
Total .................right arrow 2,443,700 277,500 2,166,200
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
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 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. 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

10
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 835,983 409,760 1,197,957 2,443,700
2 Less: Contributions . . 433,460 291,696 748,530 1,473,686
3 Gross income (line 1
minus line 2) . . . 		402,523 118,064 449,427 970,014
VerticalDirectExpenses 4 Cash prizes . . . 16,050 3,340 29,330 48,720
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . 181,121 59,635 276,708 517,464
8 Entertainment . . . 23,500   14,245 37,745
9 Other direct expenses . 181,852 55,089 129,144 366,085
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 970,014
11 Net income summary. Combine line 3, column (d), and line 10. .......... 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:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
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? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter 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 of the third party:
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
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2012
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
2012
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Financial Assistance 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) as a factor in determining 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 as a factor in determining 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 used factors other than FPG in determining 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, as a factor in determining 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) .. 		  48,842 55,281,923 11,867,175 43,414,748 3.540 %
b Medicaid (from Worksheet 3,
column a) .... 		  55,379 105,369,640 86,025,189 19,344,451 1.580 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		  104,221 160,651,563 97,892,364 62,759,199 5.120 %
Other Benefits
     1,352,815   1,352,815 0.110 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    32,299,547 7,033,343 25,266,204 2.060 %
g Subsidized health services
(from Worksheet 6) .. 		  33,656 97,462,134 76,505,145 20,956,989 1.710 %
h Research (from Worksheet 7)     1,396,020 475,867 920,153 0.070 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    351,844   351,844 0.030 %
j Total. Other Benefits ..   33,656 132,862,360 84,014,355 48,848,005 3.980 %
k Total. Add lines 7d and 7j .   137,877 293,513,923 181,906,719 111,607,204 9.100 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
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. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
71,537,607
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
29,204,592
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
381,070,449
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
390,897,713
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-9,827,264
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(owned 10% or more by officers, directors, trustees, key employees, and physicians—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) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?5
Name, address, and primary website address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 JERSEY SHORE UNIVERSITY MEDICAL CENTE
1945 ROUTE 33
NEPTUNE,NJ07753
WWW.MERIDIANHEALTH.COM 		X X X X   X X     1
2 RIVERVIEW MEDICAL CENTER
ONE RIVER PLAZA
RED BANK,NJ07701
WWW.MERIDIANHEALTH.COM 		X X       X X     1
3 OCEAN MEDICAL CENTER
425 JACK MARTIN BLVD
BRICK,NJ08724
WWW.MERIDIANHEALTH.COM 		X X       X X     1
4 SOUTHERN OCEAN MEDICAL CENTER
1140 RT 72 WEST
MANAHAWKIN,NJ08050
WWW.MERIDIANHEALTH.COM 		X X         X     1
5 BAYSHORE COMMUNITY HOSPITAL
727 NORTH BEERS STRET
HOLMDEL,NJ07733
WWW.MERIDIANHEALTH.COM 		X X         X     1
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
MERIDIAN HOSPITALS CORP & SUB
Name of hospital facility or facility reporting group  
For single facility filers only: line Number of Hospital Facility (from Schedule H, Part V, Section A) 15
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1    
If “Yes,” indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20  
3 In conducting its most recent CHNA, did the hospital facility take into account input from representatives of the community served by the hospital facility, including those with special knowledge of or expertise in public health? 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 CHNA 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 CHNA report widely available to the public? ............. 5    
If “Yes,” indicate how the CHNA report was made widely available (check all that apply):
a
b
c
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply to date):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7    
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a    
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 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.
11 Used FPG to determine eligibility for providing discounted care?................. 11 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.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 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?....... 15 Yes  
16 Check all of the following 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
b
c
d
e
17 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?.......... 17   No
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 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?.......... 19 Yes  
If “No,” indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 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
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individuals 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? ............................ 21   No
If “Yes,” explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individuals an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
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?26
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 JANE H BOOKER FAMILY HEALTH CTR AT JSUMC
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/ SUBSTANCE ABUSE/ ADULT PARTIAL/ O/P SERVICES
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
ROUTE 9 SOUTH
STAFFORD TWP,NJ08092 		PHYSICAL THERAPY/FITNESS FOR SENIORS & BARIATRIC PATIENTS
17 JERSEY SHORE OP BEHAVIORAL HEALTH
3535 RT 66M SUITE D PARKWAY 100
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
26 OCEAN MEDICAL CTRFAMILY HEALTH CTR
1608 RT 88 SUITE 207
BRICK,NJ08724 		CLINIC
Schedule H (Form 990) 2012
Schedule H (Form 990) 2012
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; Part V, Section A; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
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.
8 Facility reporting group(s). If applicable, for each hospital facility in a facility reporting group provide the descriptions required for Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 10, 11, 12h, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22.
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 AND BAYSHORE COMMUNITY HOSPITAL [a subsidiary of Meridian Hospitals Corporation], ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990, PREPARE AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IS MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. AT MERIDIAN HEALTH, WE RECOGNIZE THAT THE CARE WE PROVIDE THROUGH OUR HOSPITALS AND PARTNER COMPANIES REACHES FAR BEYOND THE BOUNDARIES OF OUR FACILITIES. OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. IN THIS NEW ERA OF HEALTH CARE REFORM, COMMUNITY BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 2012 DEVOTED MORE THAN $111 MILLION IN COMMUNITY BENEFITS. IN ADDITION, AS REFLECTED IN SCHEDULE H, PART III THE ORGANIZATION INCURRED BAD DEBT EXPENSE OF $29.2 MILLION ASSOCIATED WITH PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE AND INCURRED MEDICARE SHORTFALL OF $9.8 MILLION WHICH IS NOT INCLUDED AS COMMUNITY BENEFIT. MERIDIAN'S 2012 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR BY REQUEST THROUGH ANY ONE OF OUR FACILITIES.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST SCHEDULE H, PART I, LINE 7 THE BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $71,537,607; THE BAD DEBT EXPENSE FOR MERIDIAN HOSPITALS CORPORATION AND BAYSHORE COMMUNITY HOSPITAL ONLY. MERIDIAN HOSPITALS CORPORATION AND BAYSHORE COMMUNITY HOSPITAL USE THE SIEMENS COST ACCOUNTING SYSTEM TO DETERMINE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. A LEVEL OF COST METHODOLOGIES ARE APPLIED IN ORDER. FOR EXAMPLE, THE FIRST LEVEL IS THE DIRECT ASSIGNMENT METHODOLOGY (I.E., NURSING FLOORS); THE SECOND LEVEL IS THE RELATIVE VALUE UNIT METHODOLOGY, USING MEDICARE'S NATIONAL RVUS (I.E., EMERGENCY DEPARTMENT, RADIOLOGY, LAB); AND THE THIRD LEVEL IS THE RATIO COST TO CHARGE METHODOLOGY (I.E., DRUGS, MEDICAL SUPPLIES). INDIRECT COSTS FOR SUPPORT AND ADMINISTRATIVE SERVICES ARE CALCULATED USING THE MEDICARE STEP-DOWN PRINCIPLES.
BAD DEBT EXPENSE SCHEDULE H, PART III, LINE 2 Accounts that reach the end of the self pay billing cycle without payments or financial assistance approval are transferred to bad debt. Uninsured patient charges are discounted 50%. Balances after insurance; such as deductibles, co-pays and coinsurance are not discounted. Schedule H, Part III, Line 3 Through the financial assistance program, all self pay patients are interviewed. The amount reflected on line 3 represents those that are not compliant with documentation requirements, non-eligible Medicaid programs, and those who cannot be contacted, such as the homeless or patients who give erroneous information. Patients non-eligible becasue they are over income limits are not included. The patients that fall into this category have no means of paying their bill. Schedule H, Part III, Line 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDER'S BAD DEBT EXPENSE FROM the FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED, MERIDIAN HOSPITALS CORPORATION AND BAYSHORE COMMUNITY HOSPITAL, RECEIVE AN AUDITED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND its SUBSIDIARY, Bayshore Community Hospital. COLLECTABILITY OF ACCOUNTS RECEIVABLE THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTION OF RECEIVABLES INVOLVES SIGNIFICANT ASSUMPTIONS AND JUDGMENTS. THE CORPORATION HAS IMPLEMENTED A MONTHLY STANDARDIZED APPROACH TO ESTIMATE AND REVIEW THE COLLECTABILITY OF RECEIVABLES BASED ON THE PAYOR CLASSIFICATION AND THE PERIOD FROM WHICH THE RECEIVABLES HAVE BEEN OUTSTANDING. ACCOUNT BALANCES ARE WRITTEN OFF AGAINST THE ALLOWANCE WHEN MANAGEMENT FEELS IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. HISTORICAL COLLECTION AND PAYOR REIMBURSEMENT EXPERIENCE IS AN INTEGRAL PART OF THE ESTIMATION PROCESS RELATED TO RESERVES FOR DOUBTFUL ACCOUNTS. IN ADDITION, THE CORPORATION ASSESSES THE CURRENT STATE OF ITS BILLING FUNCTIONS IN ORDER TO IDENTIFY ANY KNOWN COLLECTION OR REIMBURSEMENT ISSUES AND ASSESS THE IMPACT, IF ANY, ON RESERVE ESTIMATES. THE CORPORATION BELIEVES THAT THE COLLECTABILITY OF ITS RECEIVABLES IS DIRECTLY LINKED TO THE QUALITY OF ITS BILLING PROCESSES, MOST NOTABLY THOSE RELATED TO OBTAINING THE CORRECT INFORMATION IN ORDER TO BILL EFFECTIVELY FOR THE SERVICES IT PROVIDES. REVISIONS IN RESERVE FOR DOUBTFUL ACCOUNTS ESTIMATES ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. CHARITY CARE THE CORPORATION PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA DEFINED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. THE CORPORATION RECEIVES PARTIAL REIMBURSEMENT FOR THE UNCOMPENSATED CARE IT PROVIDES. OF THE CORPORATION'S $1.2 BILLION AND $1.2 BILLION OF TOTAL EXPENSES REPORTED FOR 2012 AND 2011 RESPECTIVELY, AN ESTIMATED COST OF $57,587,000 AND $53,908,000 FOR 2012 AND 2011 RESPECTIVELY IS ATTRIBUTABLE TO PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COST TO CHARGES TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON THE CORPORATION'S TOTAL EXPENSES, EXCLUDING BAD DEBT EXPENSE, DIVIDED BY GROSS PATIENT SERVICE REVENUE. MERIDIAN UTILIZED A COST TO CHARGE RATIO METHODOLOGY IN CALCULATING THE BAD DEBT EXPENSE REFLECTED IN SCHEDULE H, PART III. MERIDIAN RETAINED THE SERVICES OF AN OUTSIDE INDEPENDENT CONSULTANT TO ACQUIRE DOCUMENTATION FROM NON-COMPLIANT CHARITY CARE PATIENTS. THE CONSULTANT DETERMINES AND RECORDS, AT GROSS CHARGES, THE AMOUNT OF THE NON-COMPLIANT CHARITY CARE PATIENTS FOR WHICH THEY DO NOT RECEIVE ANY DOCUMENTATION. MERIDIAN APPLIES ITS COST TO CHARGE RATIO TO THE GROSS CHARGE AMOUNT DOCUMENTED BY THE CONSULTANT TO CALCULATE THE AMOUNT DISCLOSED ON SCHEDULE H, PART III, SECTION A, LINE 3. SECTION A, LINE 3.
MEDICARE SHORTFALL SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE 2012 MEDICARE COST REPORT. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). AMERICAN HOSPITALS ASSOCIATION "AHA" REPORT ON COMMUNITY BENEFIT - APRIL 2013 ------------------------------------------------------------------ Improving the health of their communities is at the heart of every hospitals mission. For two consecutive years, the American Hospital Association (AHA) has collected the community benefit information that tax-exempt hospitals file with the Internal Revenue Service (IRS) On Schedule H, and asked Ernst & Young to analyze and report on it. Schedule H forms were obtained directly from MORE THAN 900 hospitals AROUND THE NATION that filed them with IRS. Hospitals provide benefits to their communities in a multitude of ways. They not only provide financial assistance and absorb underpayments from means-tested government programs such as Medicaid, but also incur losses due to unreimbursed Medicare expenses and bad debt expenses that are attributable to charity care. In addition, they offer programs and activities to fund community health improvement programs, underwrite health professions education, conduct medical research, subsidize certain health services, and make cash and in-kind contributions to community groups. In 2010, 74 percent of participating hospitals and systems reported having Medicare shortfalls, which compares with 75 percent in 2009. Medicare reimbursement shortfalls occur when the Federal government reimburses the hospitals less than their costs for treating Medicare patients. Most hospitals described why their Medicare shortfall should be treated as community benefit: - They explained on their Schedule H forms that non-negotiable Medicare rates are sometimes out-of-line with the true costs of treating Medicare patients. - By continuing to treat patients eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services. The IRS recently acknowledged that lessening the government burden associated with providing Medicare benefits is a charitable purpose [IRS Notice 2011-20]. - Additionally, many hospitals pointed to IRS Rev. Rul. 69-545 in their explanation of Medicare shortfall as a community benefit. IRS Rev. Rul. 69-545 states that if a hospital serves patients with government health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. BOTH THE AHA AND THIS ORGANIZATION FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. DESPITE THE HOSPITALS' BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN HOSPITALS SHOULDER IN SERVING ALL PATIENTS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, THE HOSPITAL INVESTS SIGNIFICANT RESOURCES IN SYSTEMS AND STAFF TRAINING TO ASSIST PATIENTS THAT ARE IN NEED OF FINANCIAL ASSISTANCE.
DEBT COLLECTION POLICY SCHEDULE H, PART III, LINE 9B MERIDIAN HANDLES ALL COLLECTION OF DEBT IN THE SAME FASHION REGARDLESS OF TYPE OF PAYER. MERIDIAN UTILIZES THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM FOR ITS COLLECTION PRACTICES. MERIDIAN ALSO ROUTINELY REFERS UNPAID PATIENT ACCOUNTS TO VARIOUS COLLECTION AGENCIES WHEN THE ACCOUNTS HAVE AGED AND ATTEMPTS TO COLLECT HAVE BEEN UNSUCCESSFUL. BELOW IS THE PROCESS FOR THE COLLECTION OF BAD DEBT: - Current Accounts Receivable that reach the end of the self pay billing cycle without payment or financial assistance approval are transferred to bad debt. - ACCOUNTS OVER $25,000 ARE APPROVED BY THE VICE PRESIDENT OF PATIENT FINANCIAL SERVICES. - Reasonable efforts are made to determine Financial Assistance Program eligibility. This includes notification to the individual, written notice describing additional information/documentation required to complete a determination, including a plain-language summary of the Financial Assistance Program, and written notice at least 30 days before completion deadline, describing extraordinary actions that may be taken if application is not completed by the deadline. - Primary bad debt collection agencies work the accounts for 180 days. - Accounts that remain unpaid at the end of the 180 days are automatically reassigned to a secondary agency for an additional 180 days. - Primary and secondary agencies do not pursue legal action on accounts. - Secondary agency placement accounts that remain unpaid after 180 days are referred to attorneys. - Attorneys can engage in extraordinary collection actions. - Extraordinary collection actions are suspended if the patient submits a financial assistance application. - The hospitals continue to accept and process any financial assistance application for up to 18 months after the original date of service. - If the patient meets the eligibility requirements, any payments paid by the patient are refunded to the patient.
FACILITY POLICIES AND PRACTICES SCHEDULE H, PART V; SECTION B Financial Assistance Policy, Question 12h Jersey Shore University Medical Center, Ocean Medical Center, Riverview Medical Center, Southern Ocean Medical Center and Bayshore Community Hospital ("the Hospitals") exist to benefit our communities by promoting good health, healing, caring and comforting. The Hospitals are proud of its not-for-profit public mission to provide quality care to all in need 24 hours a day, 365 days a year. The Hospitals seek ways of fulfilling our moral, ethical, and legal obligations to ensure that everyone gets the care they need regardless of ability to pay. To successfully provide this assistance, we ask that patients actively cooperate with us. The Hospitals assist patients in obtaining financial assistance from public programs and other sources whenever appropriate. To remain viable as it fulfills its mission, the Hospitals must meet its fiduciary responsibility to appropriately bill and collect for medical services provided to patients. The purpose of the Hospitals' Financial Assistance Policy is to provide general guidelines to assure reasonable collection of accounts from all available sources and to recognize as soon as possible when an individual requires assistance and/or that an account may qualify for free care, uncompensated care or as bad debt. It is also intended to ensure that the Hospitals comply with applicable state and federal requirements as well as those set forth in the Fair Debt Collections Practices Act. The Hospitals must charge for services rendered. The exact charges will depend on the extent of the services rendered by the patients' physicians and clinical team. Some examples of this include but are not limited to: Blood work, Diagnostic Testing, MRI, CT Scan, Endoscopy, Biopsies, Pathology, and Surgery. We understand and appreciate how overwhelming it can be to deal with health issues and billing issues at the same time, particularly confusing medical bills and insurance details. We strive to make this process as easy as possible for our patients by inviting patients to call our Patient Accounts Department directly at 732-776-4380 if they have questions or if they need assistance, either while still as a patient or after they have returned home. A complete bill will be mailed to the patient. However, private room costs and insurance deductibles are due at the time of admission, and can be paid at the Admitting Department which is open 24 hours a day. If the patient does not have coverage with an insurance provider, we will contact them to determine eligibility for financial assistance and to make payment arrangements. Separate Billing ---------------- Under federal law, certain services cannot be included in a hospital bill. Therefore, the patient will receive separate physician bills for each service rendered by the following: Anesthesiology; Cardiology; EEG; EKG Emergency Physicians; House Staff Psychiatry; Nuclear Medicine; Pathology; Pulmonary Function Department; Radiology (films and interpretations); Surgical Assistants; and Speech Therapy These physician fees are for professional services rendered and/or interpretation of studies performed, and any questions regarding them should be addressed directly to those physician offices. In addition, if a house staff physician treats a patient for a situation that arises when their own physician is not available, they will be billed directly by that physician. The charges will not appear on the hospital bill. Patients should submit any such bills to their insurance provider or make arrangements for payment directly with the physician. Surgical Patients ----------------- In major surgical cases, it is mandatory to have a second qualified surgeon or surgeons available to assist the attending surgeon. Its purpose is to ensure the quality and safety of complex procedures. Traditionally, the cost of an assisting surgeon or surgeons was included in your hospital bill. Today, however, the Federal Tax Equity and Responsibility Act (TEFRA) does not allow such an inclusion, so the patient will receive a separate bill from the assisting surgeon or surgeons and are expected to pay for the services rendered by them. Insurance companies are familiar with this practice and should include the assisting surgeon or surgeons for payment, if it is an included benefit. These bills should be forwarded to the patient's insurance provider. Insurance Limitations --------------------- Under Medicare, Medicaid, and other third-party regulations, only certain levels of care may be covered by the Hospitals. Insurance benefits may be discontinued if a patient's physician or Health Care Quality Strategies, Inc. (HQSI), decides that further care is not medically necessary. The patient may be held personally responsible for any non-covered services. It is the patient's responsibility to provide us with accurate information about their insurance (Medicaid, Medicare, Managed Medicaid) so that the insurance can be billed correctly. If patients don't have insurance or their insurance doesn't cover all of the costs, there are federal and state sources of financial assistance that may be available to them. Eligibility requirements and the application process may be different depending upon the program. Financial Assistance Representatives are available to discuss what the best plan is for the patient. When patients meet with our Financial Assistance Representatives, he/she will provide a detailed list of what they will need. We specialize in the five major programs that are available to help New Jersey residents. Eligibility for these programs is dependent on the New Jersey State income and assets. Income thresholds are based on the Federal Poverty Guidelines (FPG) issued each year in the Federal Register by the Department of Health and Human Services (HHS). The 2012 income and asset levels can be found at http://www.state.nj.us/health/cc/documents/ccfactsh.pdf MEDICAID -------- The Hospitals have contracted with a nationwide vendor, Century Business Services (CBIZ), to assist our patients who meet the eligibility criteria with the application process. There are many types of Medicaid available through the NJ Department of Health. CBIZ works with our patients to determine the program best suited for their circumstances. SSI - MEDICAID -------------- This is a program that supplements Medicaid benefits with a monthly income stipend that can help with basic needs such as food, clothing, or housing. The Hospitals have partnered with Chamberlin Edmonds and Century Business Solutions (CBIZ), who specialize in screening patients to determine eligibility for government disability programs, to be onsite to assist inpatients and certain outpatients who meet the eligibility criteria with the application process. Chamberlin Edmonds and CBIZ work in conjunction with Meriidan's Patient Access staff to complete and submit applications for uninsured patients and to provide patient advocacy throughout the entire life of the application. Some programs, such as Social Security disability programs, not only entitle patients to Medicaid or Medicare after a waiting period, but also provide monthly benefits such as cash assistance, food stamps, and home energy payment relief to these patients. As a result of this partnership, in 2012, over 2,000 patients were approved for disability programs and received over $1.5 million in direct social security benefits. This is just one of the ways Meridian is helping our community. FAMILY CARE ----------- This program is designed to provide coverage for children. The Hospitals' Financial Assistance Team will assist patients in completing the application. The application is then forwarded to the County Board of Social Services or the State vendor in Trenton for processing. The patient will hear directly from the processing agency regarding the status of their application. PRESUMPTIVE ELIGIBILITY - MEDICAID ---------------------------------- This program provides temporary coverage for persons who meet some basic eligibility criteria so that their health care costs can be covered while the formal Medicaid or Family Care application is processed. It provides 45 days of coverage from the initial date of the application. It is the patient's responsibility to complete the charity care documents and submit them to the Financial Assistance Office. Patients are to notify the registration team member when they have been approved for any service such as Charity Care or Medicaid. Patients who are not covered by insurance and do not qualify for Financial Assistance will be asked to pay an upfront reduced rate for any ancillary services that are needed. These fees are due upon request. Patients paying at the time of their visit will be charged a flat rate. This rate equals less than 50% of our actual charges. Any patients that qualify for Financial Assistance will have applicable fees refunded. CHARITY CARE ------------ Unlike Medicaid and Family Care, which pr
NEEDS ASSESSMENT SCHEDULE H, PART VI; QUESTION 2 Building a Healthy CommunityTogether ------------------------------------- Community-based prevention and wellness activities play a critical role in keeping our local communities healthy. Meridian Health is committed to fulfilling this mission by devoting resources year after year for prevention, wellness, education and support. Meridian Health plays a lead role in working with many different organizations throughout Monmouth and Ocean counties to identify and address the health issues that impact our community the most. Meridians Community Collaboration Meetings, included our county and local health departments, community and business leaders as well as our own Community Advisory Committees. This process, referred to as a Community Health Needs Assessment, was mandated by the 2010 Affordable Care Act. This collaborative effort will serve as a tool to reaching the following goals: improve residents health status, elevate overall quality of life, reduce the health disparities among residents and increase accessibility to preventive services. Findings from the assessment highlighted several health concerns for our community, including risk factors for heart disease and stroke, cancer, pediatric asthma, Alzheimers disease, obesity and diabetes, access to care, immunizations and infectious diseases and oral health. With the community health needs assessment as our guide, Meridian prepares its annual community benefit plan aligning activities and resources toward those priority health needs as well as engaging a variety of community organizations for collaboration on interventions. For more information about Meridians community health needs assessment, visit MeridianHealth.com. MERIDIAN IS EXTREMELY DEDICATED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITIES WE SERVE, and in 2012, devoted $183 million in community benefits. AS THE LEADING PROVIDER OF HEALTH CARE SERVICES IN OUR AREA, OUR COMMUNITY IMPACT EXTENDS FAR BEYOND NUMBERS ON A PAPER. WE LIVE AND BREATHE OUR BRAND PROMISE OF PROVIDING THE BEST HEALTH CARE EXPERIENCE, WHETHER WITHIN THE WALLS OF OUR FACILITIES OR OUT IN OUR SURROUNDING COMMUNITIES. The success and effectiveness of Meridians community benefit program is derived from a committed staff of physicians, nurses, health care specialists and community educators along with dedicated community members who help Meridian identify, strategize and implement initiatives that positively impact the health of the community. Well on Wheels -------------- Recognizing that the care we provide through our hospitals and partner companies reaches far beyond the boundaries of our facilities, Meridians new Taking Care of New Jersey mobile health vehicle takes wellness and prevention to the streets! The mobile health vehicle will complement existing community-based health screenings and education by providing an easy and accessible way to take advantage of Meridians extensive programs. The idea for the mobile health vehicle stemmed from a recent community health needs assessment and from active, ongoing collaboration with our Community Advisory Committees. Community Advisory Committees ----------------------------- Meridian convenes several Community Advisory Committees whose mission it is to assist us in identifying and addressing local health care needs. Committee members represent a cross-section of the community in terms of age, gender, religion, ethnicity, interests and professional status. Our Partners in Health and Unidos committees are comprised of African American and Hispanic civic and community leaders respectively and are focused on addressing health issues and disparities affecting communities of color. Currently, more than 150 people from the surrounding area serve as members of Meridians Community Advisory Committees. Tackling Stroke on the Jersey Shore ----------------------------------- Together, heart disease and stroke are two of todays most widespread and costly health problems facing the nation and Monmouth and Ocean counties. Fortunately, they are also among the most preventable. According to Meridian Healths most recent Community Health Needs Assessment Survey, we see that the prevalence of stroke in our area has doubled in the past five years. So, were empowering our community to take charge of their health and Tackle Stroke. AngioScreen is a revolutionary, new vascular screening designed to provide participants with information about their circulation and risk for heart disease and stroke. Participants receive a color report of their results and a consultation with a registered nurse. With nearly 2,000 screenings conducted in the first year, we are identifying those at greatest risk, intervening early with education and resources, witnessing positive health improvement and even saving lives. In the Church Challenge, Meridian Health aims to tackle the growing health problem of stroke especially within the African American community, where there is a higher incidence of stroke by teaching local residents how to take charge of their health. Local congregations compete against one another to see which group can most improve its health. Meridians Community Outreach team helps assess members weight, BMI, blood pressure, cholesterol, glucose, and smoking habits during the challenge. Members also receive educational resources and work with a health coach who teaches them how to make long-lasting, healthy changes. Partners in Cancer Education ---------------------------- Meridian is proud to be partners in cancer control with the American Cancer Society (ACS). This partnership includes working together to educate our community about cancer prevention, screen at-risk populations and participate in research. In 2012, Meridian, along with Monmouth University partnered on hosting enrollment sites for the ACSs historic Cancer Prevention Study 3 [CPS-3]. The goal of CPS-3 is to enroll men and women from various racial/ethnic backgrounds to participate in a study that will help researchers better understand the lifestyle, environmental and genetic factors that cause or prevent cancer and will save lives. This collaboration resulted in nearly 1,000 community members enrolling in the study and earned Meridian Health an award from ACS for exceeding its enrollment goal. Leading the Way to Better Health -------------------------------- Community members both young and old take advantage of free health and wellness screenings, education programs, support groups and other health promotion activities offered throughout Monmouth and Ocean counties. These programs are conducted in collaboration with a variety of community groups including our county and local health departments. All of Meridians health promotion activities are delivered in a culturally competent manner and interpreters are available when needed. 2012 accomplishments include: - Serving more than 80,000 people through our community health programs. These programs include lectures and presentations by physicians and other healthcare professionals who volunteer their time to educate our community on health topics, including disease prevention and the management of chronic conditions. - Providing free preventive health screenings to more than 35,000 adults. Screenings include blood pressure, cholesterol, glucose, BMI, memory, hearing, colon-rectal cancer, skin cancer among others. - Educating over 13,000 children on how to eat right, stay fi t and be safe. These programs include classroom-based presentations from Doctor Bernard and Hopscotch, pals of the Pawsitive Action Team. - In response to the devastating effects of Super Storm Sandy, Meridian has developed a new program to support our childrens mental health needs in a post-disaster environment. The program features Doctor Bernard and an educator who provide an assembly style presentation. In addition, Meridian is proud to offer support through charitable donations to a host of worthy, local not-for-profit organizations. Meridian also encourages our leaders, physicians, and team members to serve on a variety of boards and community groups dedicated to improving the quality of life in our neighborhoods. As a socially conscious member of the community, Meridian focuses its charitable giving on the areas that support or are aligned with our charitable mission. In 2012, Meridian provided $352,000 in cash and in-kind support. Training the Next Generation of Health Care Providers ----------------------------------------------------- Training the next generation of health care providers is vital to providing a foundation for sound health in our community. Meridian encourages the development of physicians, nurses, medical technologists, and those entering allied health professions by supporting their education and offering clinical experience in our hospitals. In 2012, Meridian provided $26 million in benefits which helps support medical training. Caring for All Members of the Community --------------------------------------- Ev
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE SCHEDULE H, PART VI; QUESTION 3 MERIDIAN POSTS NOTICES, IN ENGLISH AND SPANISH, AT EVERY ACCESS POINT OF ITS FACILITIES, VERBALLY INFORMS UNINSURED PATIENTS AT REGISTRATION, FEATURES INFORMATION IN ITS FINANCIAL CONSENT FORM, INCLUDES A SENTENCE AND A PHONE NUMBER FOR ITS FINANCIAL ASSISTANCE OFFICE IN ITS BILLING STATEMENTS, INFORMS INDIVIDUALS IF THEY CALL PATIENT ACCOUNTS CUSTOMER SERVICE AND CONTACTS PATIENTS VIA TELEPHONE AND LETTERS POST BILLING TO INFORM THEM OF THEIR ASSISTANCE OPTIONS. In addition, the financial assistance guide, including contact phone numbers, is posted on our website at www.meridianhealth.com.
COMMUNITY INFORMATION SCHEDULE H, PART VI; QUESTION 4 MERIDIAN HEALTH OPERATES 5 HOSPITALS IN MONMOUTH AND OCEAN COUNTIES, NEW JERSEY. the following information is based on recent CENSUS ESTIMATES: MONMOUTH COUNTY OCEAN COUNTY POPULATION, 2012 629,384 580,470 UNDER 5 YEARS OF AGE, 2011 5.3% 6.7% UNDER 18 YEARS OF AGE, 2011 23.3% 23.3% 65 YEARS OLD AND OVER, 2011 14.1% 21.1% PERSONS BELOW POVERTY LEVEL, 2007-2011 6.5% 9.5% MEDIAN HOUSEHOLD INCOME, 2007-2011 $ 83,842 $60,712 RACIAL COMPOSITION, 2011: WHITE 76.5% 85.6% AFRICAN AMERICAN 7.7% 3.4% ASIAN 5.2% 1.9% HISPANIC OR LATINO ORIGIN 9.9% 8.6% OTHER 0.7% 0.5%
PROMOTION OF COMMUNITY HEALTH SCHEDULE H, PART VI; QUESTION 5 MERIDIAN OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. THE ORGANIZATION PROVICES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. THE ORGANIZATION OPERATES AN ACTIVE EMERGENCY ROOM FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. THE ORGANIZATION MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF THE ORGANIZATION RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. PLEASE REFER TO SCHEDULE O FOR THE SYSTEM'S COMMUNITY BENEFIT STATEMENT FOR ADDITIONAL INFORMATION ON HOW THE SYSTEM PROMOTES COMMUNITY HEALTH.
AFFILIATED HEALTHCARE SYSTEM SCHEDULE H, PART VI; QUESTION 6 MERIDIAN HEALTH SYSTEM, INC. ---------------------------- MERIDIAN HEALTH SYSTEM, INC. ("MERIDIAN") IS THE TAX-EXEMPT PARENT OF THE MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER MERIDIAN OR ANOTHER SYSTEM AFFILIATE CONTROLLED BY MERIDIAN. THE SYSTEM IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT MONMOUTH AND OCEAN COUNTIES AND SURROUNDING AREAS. MERIDIAN IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). AS THE PARENT ORGANIZATION OF A LARGE TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN NEW JERSEY, MERIDIAN STRIVES TO CONTINUALLY DEVELOP AND OPERATE A MULTI-HOSPITAL HEALTHCARE SYSTEM WHICH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT THROUGH THE PROVISION OF A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF MONMOUTH AND OCEAN COUNTIES AND SURROUNDING COMMUNITIES. MERIDIAN ENSURES THAT ITS SYSTEM PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. THE SYSTEM'S ACTIVE HOSPITALS INCLUDE: JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, BAYSHORE COMMUNITY HOSPITAL AND K. HOVNANIAN CHILDREN'S HOSPITAL. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOSPITALS CORPORATION ------------------------------ MERIDIAN HOSPITALS CORPORATION ("HOSPITALS") IS A NOT FOR-PROFIT CORPORATION THAT OPERATES AN ACUTE CARE HOSPITAL SYSTEM, WHICH PROVIDES PRIMARY AND TERTIARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. HOSPITALS ALSO PROVIDES PROGRAMS FOR MEDICAL TRAINING, RESEARCH, EDUCATION AND CONDUCTS ACTIVITIES ESTABLISHED TO IMPROVE THE HEALTH OF ITS COMMUNITIES. HOSPITALS INCLUDES JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, K. HOVNANIAN CHILDREN'S HOSPITAL and BAYSHORE COMMUNITY HOSPITAL, A WHOLLY OWNED SUBSIDIARY OF HOSPITALS. JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER ("JSUMC") IS A 612-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. JSUMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, JSUMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, JSUMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. RIVERVIEW MEDICAL CENTER ------------------------ RIVERVIEW MEDICAL CENTER ("RMC") IS A 325-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN RED BANK, MONMOUTH COUNTY, NEW JERSEY. RMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, RMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, RMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. OCEAN MEDICAL CENTER -------------------- OCEAN MEDICAL CENTER ("OMC") IS A 321-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. OMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, OMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, OMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SOUTHERN OCEAN MEDICAL CENTER ----------------------------- SOUTHERN OCEAN MEDICAL CENTER ("SOMC") IS A 176-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN MANAHAWKIN, OCEAN COUNTY, NEW JERSEY. SOMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, SOMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SOMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. BAYSHORE COMMUNITY HOSPITAL --------------------------- BAYSHORE COMMUNITY HOSPITAL ("BCH") IS A 238-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN HOLMDEL, MONMOUTH COUNTY, NEW JERSEY. BCH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BCH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, BCH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. K. HOVNANIAN CHILDREN'S HOSPITAL -------------------------------- K. HOVNANIAN CHILDREN'S HOSPITAL ("HOVNANIAN") IS A NON-PROFIT ACUTE CARE CHILDREN'S HOSPITAL LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. HOVNANIAN OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, HOVNANIAN PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL CHILDREN IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, HOVNANIAN OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SHORE REHABILITATION INSTITUTE,INC. ---------------------------------- SHORE REHABILITATION INSTITUTE, INC. ("SRI") IS A 40-BED NON-PROFIT ACUTE REHABILITATION CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. SRI IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, SRI PROVIDES MEDICALLY NECESSARY REHABILITATIVE CARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SRI OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOME CARE SERVICES, INC. --------------------------------- MERIDIAN HOME CARE SERVICES, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). THE ORGANIZATION COORDINATES AND OPERATES HOME HEALTHCARE, HOME INFUSION AND HOSPICE SERVICES AND PROVIDES DURABLE MEDICAL EQUIPMENT TO ALL FAMILIES IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. THE ORGANIZATION ALSO SUPPORTS MERIDIAN HEALTH SYSTEM BY PROVIDING TEMPORARY STAFFING SERVICES TO VARIOUS MERIDIAN HEALTH SYSTEM AFFILIATES. HEALTH INNOVATIONS UNLIMITED, INC. ---------------------------------- HEALTH INNOVATIONS UNLIMITED, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2) WHOSE SOLE MEMBER IS MERIDIAN HOME CARE SERVICES, INC. THE ORGANIZATION PROVIDES THE DURABLE MEDICAL EQUIPMENT AND TEMPORARY STAFFING SERVICES TO VARIOUS MERIDIAN HEALTH SYSTEM AFFILIATES ON BEHALF OF ITS SOLE MEMBER, MERIDIAN HOME CARE SERVICES, INC. JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. ------------------------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THROUGH FUNDRAISING ACTIVITIES THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF JERSEY SHORE UNIVERSITY MEDICAL CENTER; A DIVISION OF A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION, THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. OCEAN MEDICAL CENTER FOUNDATION, INC. -------------------------------------
STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE STATE OF NEW JERSEY. MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM.
FACILITY REPORTING GROUP SCHEDULE H, PART VI, QUESTION 8 THE FACILITY REPORTING GROUP INCLUDED ON SCHEDULE H, PART V, SECTION B, INCLUDES THE FOLLOWING HOSPITAL FACILITIES: - JERSEY SHORE UNIVERSITY MEDICAL CENTER - RIVERVIEW MEDICAL CENTER - OCEAN MEDICAL CENTER - SOUTHERN OCEAN MEDICAL CENTER - BAYSHORE COMMUNITY HOSPITAL PLEASE REFER TO THE RESPONSES TO PART VI NOTED ABOVE.
Schedule H (Form 990) 2012
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
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. Part II can be duplicated if additional space is needed.
(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 SOCIETY
1035 HOOPER AVE
TOMS RIVER,NJ08753 		16-0743902 501(C)(3) 32,150       RESEARCH SUPPORT
(2) AMERICAN HEART ASSOCIATION
208 WEST END AVE
BRIDGEWATER,NJ08807 		13-5613797 501(C)(3) 25,000       RESEARCH SUPPORT
(3) JUVENILE DIABETES RESEARCH FOUNDATION
3430 SUNSET AVE SUITE 21A
OCEAN,NJ07712 		23-1907729 501(C)(3) 6,000       CHILDREN'S HEALTH
(4) AMERICAN RED CROSS
PO BOX 33093
NEWARK,NJ071880093 		53-0196605 501(C)(3) 57,500       SAFETY & WELLNESS
(5) MONMOUTH PARK CHARITY FUND
175 OCEANPORT AVE
OCEANPORT,NJ07757 		22-6063135 501(C)(3) 7,500       SAFETY & WELLNESS
(6) RED BANK RIVER CENTER
20 BROAD ST
RED BANK,NJ07701 		22-3133371 501(C)(3) 12,000       COMMUNITY SUPPORT
(7) TWO RIVER THEATER COMPANY Inc
21 BRIDGE AVE
RED BANK,NJ07701 		52-1857757 501(C)(3) 10,000       ART & CULTURE
(8) MONMOUTH COUNCIL BOY SCOUTS OF AMERICA
705 GINESI DRIVE
MORGANVILLE,NJ07751 		21-0634963 501(C)(3) 7,728       CHILDREN'S HEALTH
(9) UMDNJ
PO BOX 2685
NEW BRUNSWICK,NJ08903 		22-1775306 501(C)(3) 10,400       HEALTHCARE
(10) THE COMMUNITY YMCA
113 TINDALL RD
MIDDLETOWN,NJ07748 		21-0635051 501(C)(3) 7,500       SAFETY & WELLNESS
(11) MARCH OF DIMES FOUNDATION
1010 EAST PARK BLVD
CRANBURY,NJ08512 		13-1846366 501(C)(3) 6,000       HEALTH & WELLNESS
(12) GIRL SCOUTS OF THE JERSEY SHORE
242 ADELPHIA RD
FARMINGDALE,NJ07727 		21-0731966 501(C)(3) 9,450       SAFETY & WELLNESS
(13) MONMOUTH UNIVERSITY
400 CEDAR AVE
WEST LONG BRANCH,NJ07764 		21-0634584 501(C)(3) 19,700       HIGHER EDUCATION
(14) BIG BROTHERS BIG SISTERS
174 MAIN STREET
EATONTOWN,NJ07724 		22-2155416 501(C)(3) 11,000       CHILDRENS HEALTH SAFETY AND WELLNESS
(15) SUSAN G KOMEN
TWO PRINCESS RD SUITE D
LAWRENCEVILLE,NJ08648 		73-2052349 501(C)(3) 10,450       RESEARCH SUPPORT
(16) BROOKDALE COMMUNITY COLLEGE
765 NEWMAN SPRINGS ROAD
LINCROFT,NJ07738 		22-1849485 501(C)(3) 11,795       HIGHER EDUCATION
(17) HORATIO ALGER ASSOC
99 CANAL CENTER PLAZA SUITE 320
ALEXANDRIA,VA22314 		13-1669975 501(C)(3) 10,000       HIGHER EDUCATION
(18) VNAHG FOUNDATION
176 RIVERSIDE AVENUE
RED BANK,NJ07701 		22-2050003 501(C)(3) 10,000       HEALTHCARE
(19) PCORE
1 AAA DRIVE SUITE 102
TRENTON,NJ08691 		22-3699313 501(C)(3) 6,000       AUTISM RESEARCH
(20) NATIONAL MS SOCIETY
246 MONMOUTH ROAD
OAKHURST,NJ07755 		22-6080521 501(C)(3) 5,600       DISEASE AND HEALTH ISSUE RESEARCH
(21) ALEXANDRA ROSE TOZZI
PO BOX 47
SPRING LAKE,NJ07762 		20-6130205 501(C)(3) 8,000       DISEASE AND HEALTH ISSUE RSCH
(22) CANCER INSTITUTE OF NJ
195 LITTLE ALBANY ST RM 2001
NEW BRUNSWICK,NJ08901 		20-2959012 501(C)(3) 5,300       DISEASE AND HEALTH ISSUE RSCH
(23) HURRICANE SANDY OF NJ
ONE GATEWAY CENTER
NEWARK,NJ071025310 		36-4745729 501(C)(3) 50,000       SAFETY AND WELLNESS
(24) THE SALVATION ARMY
210 FITH AVENUE
ASBURY PARK,NJ07712 		22-3663858 501(C)(3) 50,000       COMMUNITY SUPPORT
(25) UNITED WAY OF MONMOUTH COUNTY
1415 WYCKOFF ROAD
FARMINGDALE,NJ07727 		22-1828435 501(C)(3) 50,000       COMMUNITY SUPPORT
(26) UNITED WAY OF OCEAN COUNTY
1027 HOOPER AVE
TOMS RIVER,NJ08753 		22-2148978 501(C)(3) 50,000       COMMUNITY SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
26
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
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.
Part III can be duplicated 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 238 238,950      
(2) Disaster Relief 59 332,000      










Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), 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) 2012


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
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 of 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 filing organization used 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
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
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 (E) amounts for that individual.
(A) Name and Title (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 LoryTRUSTEE-President, MHC (i)
(ii)		 505,400
0 		90,000
0 		149,097
0 		91,785
0 		28,367
0 		864,649
0 		107,165
0
(2)John K LloydTrustee-President/CEO MHS (i)
(ii)		 980,006
0 		600,000
0 		69,895
0 		586,974
0 		28,091
0 		2,264,966
0 		0
0
(3)John GantnerTrustee, Exec VP/CFO MHS (i)
(ii)		 611,039
0 		250,000
0 		49,087
0 		298,193
0 		12,055
0 		1,220,374
0 		0
0
(4)Salvatore InciardiSEC/Trustee-SR VP BUS DEVEL (i)
(ii)		 313,142
0 		160,000
0 		166,624
0 		70,271
0 		17,901
0 		727,938
0 		140,539
0
(5)Carl M Marchetti MDTrustee, President MPI (i)
(ii)		 145,913
0 		21,789
0 		32,021
0 		23,075
0 		24,718
0 		247,516
0 		0
0
(6)Robert PalermoTrustee/Treasurer-VP FINANCE (i)
(ii)		 277,941
0 		65,000
0 		36,610
0 		52,230
0 		25,356
0 		457,137
0 		13,008
0
(7)Alan Cabasso MDSecretary/Trustee-PROG DIR MPI (i)
(ii)		 0
226,394 		0
0 		0
11,340 		0
46,188 		0
22,040 		0
305,962 		0
0
(8)Steven LittlesonTrustee-PresIDENT JSUMC (i)
(ii)		 503,613
0 		160,000
0 		215,691
0 		109,062
0 		25,124
0 		1,013,490
0 		186,808
0
(9)Steven Kairys MDTrustee-DEPARTMENT CHAIR (i)
(ii)		 0
360,220 		0
30,000 		0
41,114 		0
34,390 		0
23,958 		0
489,682 		0
0
(10)Jerome Vernick MDTrustee-DEPARTMENT CHAIR (i)
(ii)		 0
474,490 		0
15,281 		0
68,135 		0
32,890 		0
17,600 		0
608,396 		0
0
(11)Elliot Frank MDTrustee-DEPARTMENT CHAIR (i)
(ii)		 0
371,454 		0
48,000 		0
26,764 		0
44,334 		0
24,781 		0
515,333 		0
0
(12)David Kountz MDTrustee-Sr. VP Med Affairs (i)
(ii)		 353,044
0 		0
0 		15,918
0 		22,579
0 		24,536
0 		416,077
0 		0
0
(13)Mark G Martens MDTrustee-DEPARTMENT CHAIR (i)
(ii)		 0
380,812 		0
25,000 		0
28,945 		0
7,500 		0
23,671 		0
465,928 		0
0
(14)David L FloodTrustee-Pres. Foundations (i)
(ii)		 350,075
0 		110,000
0 		30,208
0 		55,266
0 		16,878
0 		562,427
0 		0
0
(15)TIMOTHY J HOGANTRUSTEE-PRESIDENT RMC (i)
(ii)		 479,492
  		145,000
  		136,016
  		73,673
  		24,888
  		859,069
  		129,553
 
(16)James A Clarke MDTrustee, VP Clinical Eff (i)
(ii)		 312,787
0 		55,000
0 		9,698
0 		7,350
0 		23,668
0 		408,503
0 		0
0
(17)Dean Q LinTrustee-PresIDENT OMC (i)
(ii)		 386,999
0 		75,000
0 		20,987
0 		37,764
0 		16,054
0 		536,804
0 		0
0
(18)Michael Bleiman MDTrustee (i)
(ii)		 0
214,327 		0
0 		95,117
72,586 		0
14,066 		0
5,979 		95,117
306,958 		0
0
(19)Joseph P CoyleTrustee, PresIDENT SOMC (i)
(ii)		 439,849
0 		240,000
0 		26,983
0 		174,857
0 		25,344
0 		907,033
0 		0
0
(20)Ann GavzySr. VP Legal Affairs (i)
(ii)		 305,590
0 		90,000
0 		137,003
0 		93,152
0 		26,868
0 		652,613
0 		107,099
0
(21)Richard ScottSr. VP Clinical Effectiveness (i)
(ii)		 384,865
0 		100,000
0 		29,184
0 		59,116
0 		26,830
0 		599,995
0 		0
0
(22)Rebecca WeberSr. VP/CIO (i)
(ii)		 368,937
0 		153,100
0 		42,347
0 		71,076
0 		17,918
0 		653,378
0 		14,601
0
(23)Frank GoldsteinVP Physician Services (i)
(ii)		 329,218
0 		85,000
0 		33,087
0 		36,140
0 		17,819
0 		501,264
0 		0
0
(24)Kim CarpenterVP Clinical Effectiveness (i)
(ii)		 319,223
0 		55,000
0 		11,771
0 		27,000
0 		24,435
0 		437,429
0 		0
0
(25)Richard HaderSr. VP Nursing (i)
(ii)		 280,533
0 		70,000
0 		14,572
0 		29,122
0 		26,691
0 		420,918
0 		0
0
(26)James MolloyVP Government Relations (i)
(ii)		 273,046
0 		65,000
0 		5,927
0 		30,042
0 		26,120
0 		400,135
0 		0
0
(27)David BossVP Clinical Effectiveness (i)
(ii)		 292,300
0 		50,000
0 		8,625
0 		23,100
0 		14,504
0 		388,529
0 		0
0
(28)Michelle MendelsonVP Meridian Home Care (i)
(ii)		 226,623
0 		55,000
0 		4,647
0 		27,465
0 		24,604
0 		338,339
0 		0
0
(29)Christine ScottVP Marketing & Corp Comm (i)
(ii)		 226,418
0 		45,000
0 		7,668
0 		21,556
0 		6,309
0 		306,951
0 		0
0
(30)Richard HandVP Finance (i)
(ii)		 248,839
0 		90,000
0 		8,361
0 		47,046
0 		16,346
0 		410,592
0 		0
0
(31)Sherrie StringSr. VP Human Resources (i)
(ii)		 340,941
0 		45,000
0 		41,607
0 		26,494
0 		19,241
0 		473,283
0 		0
0
(32)Kevin BryantFormer CIO SOMC (i)
(ii)		 185,410
0 		21,875
0 		5,444
0 		9,170
0 		14,620
0 		236,519
0 		0
0
(33)Josepth ReichmanVP Clinical Effectiveness (i)
(ii)		 309,929
0 		50,000
0 		19,946
0 		22,394
0 		1,955
0 		404,224
0 		0
0
(34)Ramon SolhkhahMedical Chair (i)
(ii)		 310,723
0 		30,000
0 		5,381
0 		7,500
0 		2,693
0 		356,297
0 		0
0
(35)Margaret QuinnChief Medical Information Off. (i)
(ii)		 290,580
0 		37,791
0 		8,557
0 		32,412
0 		22,662
0 		392,002
0 		0
0
(36)Terry MannaVP Managed Care (i)
(ii)		 252,694
0 		55,000
0 		22,986
0 		20,660
0 		23,852
0 		375,192
0 		0
0
(37)Anthony CavaVP/COO (i)
(ii)		 272,604
0 		43,200
0 		7,954
0 		28,086
0 		17,898
0 		369,742
0 		0
0
(38)Elwood Joseph HummelFormer Key Employee (i)
(ii)		 204,634
0 		24,600
0 		4,927
0 		9,074
0 		17,328
0 		260,563
0 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 1A and 1B an INDIVIDUAL REFLECTED ON CORE FORM, PART VII AND SCHEDULE J, PART II; SHERRIE STRING, RELOCATED FOR MERIDIAN HEALTH WORK PURPOSES AND RECEIVED A HOUSING ALLOWANCE IN 2012 IN ORDER TO FACILITATE THE RELOCATION OF HER PRIMARY RESIDENCE. THE HOUSING ALLOWANCE FOR SHERRIE STRING TOTALED $16,000; THis AMOUNT Was INCLUDED IN her 2012 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES AND IN SCHEDULE J, PART II, COLUMN B(III) HEREIN.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2012 FORM W-2, BOX 1, AS TAXABLE WAGES AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION: MARC H. LORY, $107,165; SALVATORE INCIARDI, $140,539; STEVEN G. LITTLESON, $186,808; TIMOTHY J. HOGAN, $129,553; ANN B. GAVZY, ESQ., $107,099; ROBERT PALERMO, $13,008; AND REBECCA WEBER, $14,601. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2012 FORM W-2, AS TAXABLE WAGES: JOHN GANTNER, $204,093; ROBERT PALERMO, $29,700; JOSEPH P. COYLE, $128,679; REBECCA WEBER, $38,017; DAVID FLOOD, $36,700; DEAN Q. LIN, $30,414, RICHARD SCOTT, MD, $31,834; RICHARD HAND, $25,750 AND SHERRIE STRING, $21,594. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE INTEREST CREDITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2012 FORM W-2, AS TAXABLE WAGES: JOHN LLOYD, $531,056; MARC LORY, $60,073; STEVE LITTLESON $81,831; JOHN GANTNER, $65,393; TIMOTHY HOGAN, $47,947; SALVATORE INCIARDI, $35,076; ANN GAVZY, $61,702; AND JOSEPH COYLE, $21,507.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 5A THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VARIABLE COMPENSATION WHICH IS CALCULATED BASED ON A PERCENTAGE OF THE ORGANIZATION'S TOTAL REVENUE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2012 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: ALAN CABASSO, M.D., $9,912; ELLIOT FRANK, M.D., $4,567; JEROME VERNICK, M.D., $38,247; MICHAEL BLEIMAN, M.D., $50,300; STEVEN W. KAIRYS, M.D., $15,902 AND CARL M. MARCHETTI, M.D., $2,708.
COMPENSATION INFORMATION SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2012 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2012 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
COMPENSATION INFORMATION SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THAT BECAME TAXABLE IN 2012 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2012 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $107,165; SALVATORE INCIARDI, $140,539; STEVEN G. LITTLESON, $186,808; ANN B. GAVZY, ESQ., $107,099; TIMOTHY J. HOGAN $129,553; ROBERT PALERMO, $13,008 AND REBECCA WEBER, $14,601.
Schedule J (Form 990) 2012

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
2012
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 NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579E7X8 02-20-2003 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FCY7 06-24-2004 8,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFUND PRE-2003 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F2D4 10-03-2012 135,415,000 REFUND POST-2002 BONDS   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 2,015,000 4,520,000 1,340,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 61,213,687 16,032,128 8,503,437 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 . . . . . . . . . . . . 436,450 205,792 130,451 365,791
8 Credit enhancement from proceeds . . . . . . . . . . . 560,326 62,695 74,500 65,353
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 60,216,911 15,763,641 8,298,486 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 2007 2006 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
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% 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% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.00000% 0.00000% 0.00000% 0.00000%
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 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 the issuer filed Form 8038-T? . . . . . X   X     X X  
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .                
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . . .
X   X   X   X  
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X   X  
4a 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
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X   X   X
b Name of provider . . . . . . . . . TRANSAMERICA OCCLIFE
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . . 1.4      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 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? X   X   X   X  
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
ADDITIONAL SCHEDULES ARE INCLUDED 0  
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF 0 INVESTMENT EARNINGS
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS 0  
PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF 0  
Schedule K (Form 990) 2012

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
2012
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 NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579E7X8 02-20-2003 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FCY7 06-24-2004 8,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFUND PRE-2003 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F2D4 10-03-2012 135,415,000 REFUND POST-2002 BONDS   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 2,015,000 4,520,000 1,340,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 61,213,687 16,032,128 8,503,437 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 . . . . . . . . . . . . 436,450 205,792 130,451 365,791
8 Credit enhancement from proceeds . . . . . . . . . . . 560,326 62,695 74,500 65,353
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 60,216,911 15,763,641 8,298,486 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 2007 2006 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
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% 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% 0.00000%
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of. 0.00000% 0.00000% 0.00000% 0.00000%
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 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 the issuer filed Form 8038-T? . . . . . X   X     X X  
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .                
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . . .
X   X   X   X  
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X   X  
4a 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
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X   X   X
b Name of provider . . . . . . . . . TRANSAMERICA OCCLIFE
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . . 1.4      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 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? X   X   X   X  
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
ADDITIONAL SCHEDULES ARE INCLUDED 0  
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF 0 INVESTMENT EARNINGS
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS 0  
PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF 0  
Schedule K (Form 990) 2012

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, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
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) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by 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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)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 assistance (d) Type of assistance (e) Purpose of assistance
(1) AURELIA HADER FAMILY MEMBER OF KEY EMPLOYEE 1,000 SCHOLARSHIP EDUCATION ASSISTANCE
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
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. 122,478 EMPLOYEE   No
(2) AURELIA HADER FAMILY MEMBER - KEY EMPL. 71,057 EMPLOYEE   No
(3) TD BANK OFFICER - LLOYD 168,742 LEASE/LOC PMTS - SEE PART V   No
(4) QUALCARE INC OFFICERS - GANTNER/LLOYD 4,113,809 CLAIMS ADMIN. - SEE PART V   No
(5) AMY DELANEY FAMILY MEMBER - OFFICER 54,399 EMPLOYEE   No
(6) SHADDY YOUNAN MD FAMILY MEMBER - TRUSTEE 42,500 INDEPENDENT CONTRACTOR   No
(7) QUALCARE INC TRUSTEE - BUTTACI 4,113,809 CLAIMS ADMIN. - SEE PART V   No
(8) Christopher Scott Family Member - Key Empl. 92,332 Employee   No
(9) CAITLIN COYLE Family Member - Key Empl. 45,821 Employee   No
(10) PATRICK DELANEY FAMILY MEMBER - OFFICER 62,506 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 2012. Total fees paid to QualCare, Inc. were $4,113,809. Services were rendered at fair market value rates pursuant to arm's length negotiations. John K. Lloyd, FACHE, is a former Board of Trustee member of TD Bank and receives a retirement benefit from TD Bank for past services provided. Meridian Health and its affiliates utilized the services of TD Bank during 2012. Total fees paid to TD Bank were $168,742. Services were rendered at fair market value rates pursuant to arm's length negotiations.
Schedule L (Form 990 or 990-EZ) 2012

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
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 5 66,859 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 an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
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) (2012)
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
2012
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 and rehabilitation. The following updates show how we are shaping the future of health care and speak to our philosophy that it's not the ability to do a single thing well, but the unique ability to do everything better. Meridian Cancer Care - Getting You Back to the Life You Love ------------------------------------------------------------ Under the leadership of Mark Krasna, M.D., corporate medical director for Meridian Cancer Care, Meridian is continuing to improve cancer care delivery. Meridian Cancer Care is part of Robert Wood Johnson University Medical School and a system partner with the Cancer Institute of New Jersey, the only National Cancer Institute designated Cancer Center in the state of New Jersey. The renewed focus on a multi-disciplinary, patient-oriented approach provides opportunities for both state-of-the-art care and research trials. Meridian has instituted nine disease site-specific multi- disciplinary conferences, which allow physicians to prospectively discuss cases and reach a consensus regarding what is ultimately the best treatment plan for each patient. Ten new disease site-specific cancer nurse navigators help simplify the complex world of cancer care by coordinating doctor visits and providing education and access to important resources at all Meridian hospitals. Meridian CardioVascular Network - Region's Most Complete, Most Coordinated Care -------------------------------------------------------------- Jersey Shore University Medical Center became one of the first programs in the state to offer Transcatheter Aortic Valve Replacement (TAVR), a new minimally invasive procedure to treat critical aortic stenosis, recently approved by the FDA. The partnership between cardiothoracic surgeons and cardiologists establishes the core of the TAVR Heart Team. In addition, the Congenital Heart Disease Program continued to make strides in treating Atrial Septal Defect (ASD), a common and potentially fatal congenital heart abnormality with potentially serious consequences. ASD patients can now be treated with the Amplatzer Septal Occluder - an FDA approved device providing a less invasive alternative to cardiac surgery. In 2012, Meridian Health launched the Heart and Sole Cup, a series of 5K run/walks at Ocean Medical Center, Bayshore Community Hospital and Jersey Shore University Medical Center. In its first year, nearly 1,000 runners participated in the series. Jersey Shore University Medical Center, Ocean Medical Center, and Riverview Medical Center have received System Heart Failure Accreditation by the Society of Cardiovascular Patient Care (SCPC). The Heart Failure accreditation recognizes expertise in providing quality care to patients who are treated for heart failure. Only 72 centers nationally and internationally have received this accreditation, and the three Meridian hospitals are the only certified programs in New Jersey. Meridian Neuroscience - A Moment Changes Everything --------------------------------------------------- Meridian Neuroscience specialists have continued to develop programs to diagnose and treat a range of conditions from stroke to brain tumors and spine injuries to sleep disorders. Over the past two years, Bayshore Community Hospital has seen significant growth in their stroke services and as a designated Primary Stroke Center, Bayshore is preparing for Joint Commission Certification in Stroke to join Riverview Medical Center, Ocean Medical Center, and Jersey Shore University Medical Center with this added distinction. In addition, we continued to expand our clinical trials with the DIAS-4 Study, where we offered our patients the latest clot-busting drug to treating acute and ischemic stroke. As the spokesperson for Meridian Neuroscience, NFL Hall of Famer Harry Carson is leading the way in educating our community about prevention and wellness. At Neptune High School, Harry teamed up with Meridian experts for an evening of lifesaving information on risk factors, prevention, and detection of stroke. At Colts Neck High School, Harry stressed the importance of concussion awareness, especially in children and adolescents. Meridian Pediatric Network - Care in Your Community Connected to More Than 100 Specialists --------------------------------------------------------------------- Meridian Pediatric Network continues to address the needs of our youngest patients with the completion of pediatric care centers located at each of our hospitals. With this, families will have access to more than 100 pediatric specialists and the most coordinated care throughout the region. With the increased occurrence of concussions among children, Meridian Pediatric Network and our expert team of pediatric sports medicine physicians have developed a comprehensive concussion program, which utilizes the latest in baseline testing and detection to properly treat our youngest patients. In the summer of 2012, Jersey Shore University Medical Center hosted a pep rally where hundreds of children, parents, team members, and soccer supporters gathered to cheer on U.S. Women's Soccer Team Captain, role model, hometown hero, and spokesperson for K. Hovnanian Children's Hospital Christie Rampone before she left for the 2012 Summer Olympics in London. After leading the team to a gold medal victory, an even bigger celebration was held once she returned home. Doctor Bernard celebrates his milestone 5th birthday with the rest of the Pawsitive Action Team, which is now closing in on its 10,000th member! For the past five years, he and his pals Hopscotch and Picatso have had a positive influence on teaching our region's children about staying healthy, eating right and being safe. Jersey Shore University Medical Center -------------------------------------- First Hospital in New Jersey to Receive Advanced Certification in Palliative Care ----------------------------------------------------------------- Jersey Shore is the first hospital in the state to receive the Advanced Certification in Palliative Care from The Joint Commission - a true testament to the quality and compassion that distinguishes Meridian Health and Jersey Shore's Palliative Care Program. Palliative care is specialized medical care that provides patients at any age or stage of illness with relief from the symptoms, pain and stress that accompany serious illnesses. The Joint Commission's Advanced Certification for Palliative Care recognizes hospital inpatient programs that demonstrate exceptional patient and family-centered care and optimize the quality of life for patients with serious illness. Training Future Physicians -------------------------- The academic programs at Jersey Shore University Medical Center continue to excel. Through our affiliation with Rutgers Medical School, Jersey Shore expanded the teaching program of students in their third and fourth year of medical school to provide experiences in all required rotations, and also placed first year medical students with select primary care physicians to learn the art and science of family medicine. The residency training programs in OB/GYN, pediatrics, and internal medicine emphasize evidenced-based medicine, and graduates continue their training at some of the nation's most prestigious hospitals. Students also take advantage of practice opportunities within Meridian Health's OB/GYN and internal medicine departments, and a residency program in podiatry will commence in 2013. Finally, Meridian continues to expand the Continuing Medical Education program, offering more than 700 hours of education in 2012, an increase of more than 60 percent since 2008! Innovative Research for a Healthier Future ------------------------------------------ Meridian Health, through its Office of Clinical Research and undergraduate, graduate, and continuing medical education programs, is dedicated to advancing medical knowledge, training physicians of tomorrow, and educating physicians in practice with the latest medical information. Meridian's system-wide research program provides the community with the latest clinical trials in many specialty areas. 2012 witnessed the launch of a landmark study in the management of hypertension, SYMPLICITY HTN-3, as well as continuation of a ground-breaking study on genetic mutations and new treatments for thyroid cancer. The thyroid cancer research has led to a new test to predict the development of this form of cancer in high risk patients and reduce unnecessary surgery. It has been cited in the New England Journal of Medicine and holds great promise for families with a history of thyroid cancer.
COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS K. Hovnanian Childrens Hospital -------------------------------- Baby-Friendly has Arrived! -------------------------- The birth of a new baby brings joy to every family, and right from the beginning, every mother wants to make healthy choices for her newborn. As a Baby-Friendly designated hospital, Jersey Shore University Medical Center is one of only 150 American hospitals recognized by the World Health Organization and the United Nations Childrens Fund as providing the best quality care and support for breastfeeding mothers and their babies. As a Baby-Friendly Hospital, Jersey Shore provides the resources, confidence and skills that can help a mother embrace breastfeeding a powerful and preventive practice with many health benefits. A New Home for Pediatric Same Day Surgery ----------------------------------------- Thanks to advances in medical technology and surgical expertise, pediatric surgical procedures are most often performed on an outpatient basis, allowing children to return home the same day. Pediatric Same Day Services provides children with dedicated, comprehensive care for todays most common procedures, including procedural sedation, CAT scan and MRI, blood tests, special testing and surgical services all performed in a family-centered and child friendly environment. And weve recently relocated and expanded our space and services to provide a more convenient and comfortable area for pediatric patients and their families. Expert Concussion Care ---------------------- By utilizing the latest in baseline testing and detection, our expert team of pediatric specialists have developed several programs to screen, detect and treat children who have suffered concussions, sports injuries, accidents and falls. Located in the new Pediatric Specialty Care Center on K. Hovnanian Childrens Hospitals campus, the outpatient offices deliver the most advanced care in a convenient, state-of-the-art setting. Treating High Risk Children for Heart Disease --------------------------------------------- We support families to make healthy lifestyle changes for themselves to reduce a childs risk for the early onset of heart disease. Our new pediatric lipid program evaluates and treats children and adolescents who have high levels of lipids in their blood, as elevated lipids, particularly cholesterol, put young people at risk for heart disease later in life. Children and their families work with a pediatric cardiologist and pediatric nurse specialist trained in lipid disorders to review family health history, assess a childs risk, and develop a plan of care thats right for every child. Its the Tops...Nationally Recognized Pediatric Surgery, Close to Home ---------------------------------------------------------------------- K. Hovnanian Childrens Hospital participates in the American College of Surgeons with the National Surgical Quality Improvement Pediatric Program, which allows hospitals to collect highly reliable clinical data and compare their surgical outcomes with those from other childrens hospitals in the program. K. Hovnanian Childrens Hospital is the only childrens hospital in New Jersey and one of 47 hospitals in the nation to work closely with this elite group of childrens hospitals dedicated to advancing pediatric surgery. Ocean Medical Center -------------------- A Personal Touch and Care Coordination Improving Access to Primary Care -------------------------------------------------------------------- With the landscape of health care dramatically changing, building a strong, well aligned primary care physician base is critical to meet the needs of the community in the years to come. Ocean Medical Center has been steadfast in its recruitment strategies for primary care physicians. In fact, Oceans team was excited to welcome 19 primary care physicians to the medical staff over the past year and a half. Many of these physicians are joining or establishing offices in key areas of growth, such as Toms River and Jackson. Growing Emergency Services in More Than One Way There has been a great deal of activity pertaining to emergency services at both Ocean Care Center and Ocean Medical Center. Located in Point Pleasant, Ocean Care Center has broken away from being a best kept secret and saw exceptional growth in volume and awareness in 2012. Wait times are now posted online and comprehensive marketing efforts resulted in strong growth, serving 14 percent more visits over the prior year. On the main hospital campus, a physical transformation is underway to improve emergency services. A groundbreaking ceremony kicked off an $82 million Master Facility Plan, which will include the new Hirair and Anna Hovnanian Emergency Care Center. Perhaps just as impressive as the physical grandeur of the project is the success of fundraising efforts to support it. Over $7 million has been raised to date, and several record breaking gifts from community members, physicians, and team members have energized a new era of giving at Ocean Medical Center. Ocean is on the Move and Getting Noticed ---------------------------------------- Increasing public awareness of Oceans capabilities and clinical strengths was a priority in 2012. An awareness campaign hit the public, as well as a campaign focused on Total Joint Replacement, which resulted in improvements in consumer perception. Beyond the local market, Ocean received national recognition as a best hospital in US News & World Report and was placed in the top five percent nationally for clinical performance. A Healing Touch for the Most Complex Wounds ------------------------------------------- Recognizing a tremendous need in the greater Ocean County market, the Center for Wound Healing was opened in June 2012. A unique team of doctors, nurses and therapists create an interdisciplinary approach to healing chronic wounds. For the most complex cases, the Center has two hyperbaric oxygen chambers that provide a concentrated level of oxygen to promote healing. Record Volumes and Expanded Services Pick up the Pace for Cardiovascular Services ------------------------------------------------------------------------ Ensuring that comprehensive cardiac services are available locally and close to home for residents is a priority at Ocean Medical Center. In 2012, Oceans cardiac catheterization laboratory experienced a 21% increase in primary angioplasty cases, hitting a record number of 100 lifesaving emergency procedures. Ocean also started a pacemaker program, which completed 31 pacemaker cases in the first three months, exceeding the number of cases anticipated for year one. Cardiac capabilities for inpatients expanded, as 40 additional medical/surgical beds were outfitted with telemetry monitoring, bringing the number to 116 hospital wide. This makes it possible to reduce patient holding in the Emergency Department, and better accommodate post-operative patients on a surgical unit. Other cardiac highlights include Chest Pain and Heart Failure Accreditations from the Society of Cardiovascular Patient Care. Riverview Medical Center ------------------------ Surgical Expansion has Been Life. Changing. for the Riverview Community ----------------------------------------------------------------------- In 2011, Riverview Medical Center announced the creation of a 22,000 square foot center for surgical excellence and launched a Capital Campaign, Life. Changing. In 2012, and early 2013, Riverview celebrated the completion of the final phases of this project. 2012 introduced the opening of the Joan and Robert Rechnitz Conference and Education Center, along with the new Surgical Day Stay Unit, including an oversized surgical waiting area, 23 new private healing bays, and a new private consultation room for physicians and patients. Riverview also opened its new Brainsuite iCT, a digitally integrated operating room solution that combines image guided surgery technology, multi-slice intra-operative computed tomography, and comprehensive operating room data management. It is the first in the greater New York City area and one of only 10 sites throughout the country. The final phase of the project was the opening of the newly renovated Post-Anesthesia Care Area, affording Riverview an increased opportunity to provide patients and families with a personalized health care experience in a more comfortable and healing environment.
COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS An Experience That is Outstanding --------------------------------- Riverview Medical Center was once again 'Distinguished' by J.D. Power and Associates for Outpatient Services. The J.D. Power and Associates 'An Outstanding Patient Experience' recognition is one of the most prestigious health care distinctions in the nation. Unlike many other industry awards, the research behind the nationally-recognized honor is grounded in candid interviews with over 300 patients who have experienced Riverview first hand. Less than one percent of hospitals across the country receive this distinction. Riverviews wide array of outpatient programs provides quality care and service in a timely manner. These include same-day surgery, imaging, cancer care, rehabilitation, womens diagnostics, pain management, cardiac care, Crohns and colitis care, and emergency care. Recognized by the Best for Delivering the Best ---------------------------------------------- Riverview Medical Center has a history of being recognized on clinical excellence measures. Riverview was once again awarded The Joint Commissions Gold Seal of Approval(tm) for accreditation by demonstrating compliance with The Joint Commissions national standards for health care quality and safety in hospitals. In addition, the Jane H. and John Marshall Booker Cancer Center at Riverview was recognized as one of the nations best by the Commission on Cancer and was awarded the 'Outstanding Achievement Award,' designed to recognize cancer programs that strive for excellence in providing quality care to cancer patients. In 2012, the Womens Center at Riverview was designated a Breast Imaging Center of Excellence by the American College of Radiology. In addition, Riverview received the 2012 Target: Stroke Honor Roll Award for its commitment to and success in improving care for stroke patients, one of only 135 hospitals in the United States to receive this award. Finally, Riverviews Cardiac Rehabilitation program and its Chest Pain Center were accredited for 2012 by the American Association of Cardiovascular and Pulmonary Rehabilitation. Southern Ocean Medical Center ----------------------------- A New Experience for Kids at the Pediatric Care Center at Southern Ocean Medical Center ------------------------------------------------------------------------ The new Martin Truex Jr. Pediatric Care Center at Southern Ocean Medical Center was separated from the adult Emergency Department in order to create a calmer, more inviting environment for children. The Center features an observation area staffed by a dedicated team of board certified pediatricians, as well as dedicated pediatric emergency care beds with in-room accommodations for parents. This Center has been designed as a kid and family-friendly center specializing in emergency care in a cheerful environment to truly meet the needs of children. Southern Ocean Celebrates Anniversary Milestone at Forty Fest ------------------------------------------------------------- Picture perfect fall weather, a bit of history, music, games and seasonal dcor comprised the festive backdrop for a fun-filled Forty Fest celebration at Southern Ocean in September of 2012. The extended hospital family, including team members, physicians, donors, auxilians, volunteers and Foundation board members and Community Advisory Committee members, gathered with their families to celebrate Southern Oceans 40th anniversary. Southern Ocean Grows Services to Meet the Health Needs of a Growing Community ------------------------------------------------------------------- Southern Ocean Medical Center continues to expand its services to better serve the community. The orthopedic program has grown with the addition of several new orthopedic surgeons who provide unique expertise in subspecialties such as shoulder surgery and foot and ankle surgery. The program has been expanded with the addition of a new urologist and urodynamic diagnostic and rehabilitative services. Neuroscience services have also grown with a new concussion program and spine program. Southern Oceans maternity program has expanded and now offers an all-female practice as an option for women. Finally, the general surgery program continues to grow with the addition of new surgeons specializing in minimally invasive surgery. This progress ensures the highest level of care for our friends and neighbors right in their own community. Bayshore Community Hospital --------------------------- Funding a Vision ---------------- Several members of the community have shown their support of Bayshore Community Hospital through generous donations. The first donation was a $5 million charitable contribution from Janice Mitchell Vassar, whose sole desire, in her words, is to 'make my hospital the best hospital it can be.' Given in honor of the memory of her brother, Ashby John Mitchell, Mrs. Vassars gift will propel Bayshores vision to significantly grow cardiovascular services, as well as enhance access to services for the vision impaired throughout the communities Meridian Health serves. The second gift came by way of Evaristo (Evey) and Tammi Stanziale of Holmdel, NJ. The Stanziale family felt strongly about supporting Bayshores vision after having several positive experiences with Bayshore and Meridian Health over the past two decades. In addition to the generous financial support from Evey and Tammi, Evey decided that a monetary donation was simply not enough and joined as a Trustee of Bayshore Community Hospital Foundation. Taking Care of Our Littlest Patients ------------------------------------ Bayshore Community Hospital celebrated the opening of its new Pediatric Care Center, an affiliate of K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center. The Center opened its doors to better serve the needs of the children in the Northern Monmouth community, providing a completely new experience and enhanced level of care for pediatric patients and families. The Pediatric Care Center was immediately embraced by the community, indicated by a substantial increase in patient satisfaction scores, as well as double digit growth in volume. It features an observation area staffed by a dedicated team of board certified pediatricians who are on call around the clock and an emergency care section staffed by certified emergency physicians. The child-friendly approach and design is bright and cheerful, and offers in-room accommodations for parents. Its Time to Stop Counting Sheep -------------------------------- Bayshore Community Hospital recently celebrated the opening of a new Center for Sleep Medicine, a service of Meridian Neuroscience. Bayshore has been helping patients find more restful sleep since 2000, when a Center opened within the hospital. Now, the newly opened Center for Sleep Medicine is located in a renovated home just a few doors down from the hospital, so patients can feel as though they are 'at home.' Carol Ash, D.O., corporate medical director for Sleep Medicine across Meridian Health and board certified in Sleep Medicine and Adrian Pristas, M.D., medical director, also board certified in Sleep Medicine, are working together to expand Sleep Medicine and the services offered for patients. In addition, the pair have developed a comprehensive approach to identifying, diagnosing, and treating sleep disorder patients. This is Only the Beginning -------------------------- When Bayshore merged with Meridian Health in 2010, the strategic priority was to improve the product before taking the message to market. Since then, there has been significant and palpable changes at Bayshore. The leadership team and team members at Bayshore have done a significant amount of work to move the brand forward and to create a better experience for customers and guests, and it shows! This new integrated ad campaign highlighted some of the operational, clinical, and service changes that have been made at Bayshore, serving as a reintroduction of the brand to the community. While the changes made at Bayshore have been significant, This is Only the Beginning. Partner Companies ----------------- Meridians continuum of care extends far beyond the reach of our six award winning hospitals and allows us to effectively integrate care across different geographic sites, while delivering multiple clinical services, including our physician primary care network, Alert Ambulance, Meridian At Home, Meridian Nursing and Rehabilitation, Shore Rehabilitation Institute, Meridian Occupational Health, and more. Our partner companies continue to be a distinguishing feature of Meridian Health.
COMMUNITY BENEFIT STATEMENT (CONTINUED) CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Theres No Place Like Home Meridian At Home --------------------------------------------- Meridian At Home continues to be the leader in home care services in Monmouth and Ocean counties, providing service to over 27,000 patients in 2012. Meridian At Home provides a complete continuum of services including: visiting home nurses and rehabilitation services, hospice care, certified private and personal care aides, infusion therapy, oxygen delivery, medical equipment and supplies, and medication management technologies. JFK At Home, Meridian At Homes partnership with JFK Health System, continues to grow in its service of Middlesex, Union, and Somerset counties. Rehab Meets Virtual Reality --------------------------- In 2012, Shore Rehabilitation Institute opened a new Neuro-Rehabilitation Technology Center. The Center is comprised of the most innovative and advanced equipment used for neuro rehabilitative services including Reo(tm) Therapys Reo Go(tm) and Bionic Leg. Meridians Nursing and Rehabilitation Facilities Are Seeing Stars ----------------------------------------------------------------- When it comes to finding the best nursing facility for a loved one, our community members can rest assured that we are among the best in the nation. Our Meridian Nursing and Rehabilitation facilities in Brick, Holmdel, Ocean Grove, and Shrewsbury; and Meridian Subacute Rehabilitation at Wall received the highest possible overall rating of five stars in U.S. News & World Reports fifth annual Best Nursing Homes. The Best Nursing Homes 2013 ratings highlight the top nursing homes in each city and state, out of nearly 16,000 facilities nationwide. Fewer than one out of every five nursing homes received an overall rating of five stars, which makes this recognition even more impressive and a testament to our high quality care. Enhancing Our Services and Programs, Thanks to Generous Contributions from the Community --------------------------------------------------------------------- 2012 was a historic year for Meridian Health Affiliated Foundations in many ways. We are proud to report that our foundations received approximately $27 million in contributions and grants in 2012 to invest in the lifesaving work at all five campuses. Thanks to our generous family of donors, we have been able to provide new programs to our communities, construct and expand our facilities, and introduce cutting edge technologies across Meridian Health, including the projects listed below: - Programmatic and structural needs for K. Hovnanian Childrens Hospital and the Oncology and Cardiology departments at Jersey Shore University Medical Center - Emergency Department expansion projects at Ocean Medical Center and Southern Ocean Medical Center - Planned construction of two new leading-edge heart and vascular labs and the establishment of the Mitchell-Vassar Lobby at Bayshore Community Hospital - Completion of two new surgical suites, renovation of Surgical Day Stay and Post Anesthesia Care Unit, and creation of state of the art Rechnitz Conference and Education Center at Riverview Medical Center - Community Outreach programming throughout Meridian Health ---------------------------------------------------------------------- MERIDIAN'S 2012 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR ON REQUEST THROUGH ANY ONE OF OUR FACILITIES. ----------------------------------------------------------------------
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CORE FORM, PART III; LINE 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.
DISCLOSURE INFORMATION CORE FORM, PART I; SUMMARY THE TOTAL VOTING AND INDEPENDENT VOTING MEMBERS DISCLOSED IN THE CORE FORM IS FOR MERIDIAN HOSPITALS CORPORATION; THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING: - MERIDIAN NURSING AND REHABILITATION, INC.; 6 VOTING, 4 INDEPENDENT; - MERIDIAN HOME CARE SERVICES, INC.; 10 VOTING, 7 INDEPENDENT; - HEALTH INNOVATIONS UNLIMITED, INC.; 10 VOTING, 7 INDEPENDENT; - MERIDIAN HEALTH FOUNDATION, INC.; 23 VOTING, 20 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 17 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 21 VOTING, 18 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 14 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 22 VOTING; 16 INDEPENDENT; - BAYSHORE COMMUNITY HOSPITAL FOUNDATION; 21 VOTING; 17 INDEPENDENT' - MERIDIAN PRACTICE INSTITUTE, INC.; 12 VOTING, 2 INDEPENDENT; - MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 10 INDEPENDENT; - SOCH PROPERTIES, INC.; 11 VOTING, 10 INDEPENDENT. BAYSHORE COMMUNITY HOSPITAL, A SUBSIDIARY OF MERIDIAN HOSPITALS CORPORATION, AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HOSPITALS CORPORATION. BAYSHORE HEALTH CARE CENTER, INC., A SUBSIDIARY OF MERIDIAN NURSING AND REHABILITATION, INC., AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN NURSING AND REHABILITATION, INC.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTION 2 JOHN GANTNER, JOHN K. LLOYD, FACHE and Norman Buttaci - BUSINESS RELATIONSHIP
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 MERIDIAN HEALTH SYSTEM, INC. ("MHS") IS THE SOLE MEMBER OF ALL ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU"), SOCH PROPERTIES, INC. BAYSHORE COMMUNITY HOSPITAL AND BAYSHORE HEALTH CARE CENTER. MHS HAS THE RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. MERIDIAN HOME CARE SERVICES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS. MERIDIAN HEALTH REALTY CORPORATION HAS THE RIGHT TO ELECT THE MEMBERS OF SOCH PROPERTIES, INC.'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN SOCH PROPERTIES, INC.'S BYLAWS. BAYSHORE COMMUNITY HOSPITAL, A SUBSIDIARY OF MERIDIAN HOSPITALS CORPORATION, AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HOSPITALS CORPORATION. BAYSHORE HEALTH CARE CENTER, INC., A SUBSIDIARY OF MERIDIAN NURSING AND REHABILITATION, INC., AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN NURSING AND REHABILITATION, INC.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 11b THE FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF MERIDIAN HEALTH, THE PARENT ORGANIZATION OF THE SUBORDINATES, AND MERIDIAN HOSPITALS CORPORATION ("MHC") PRIOR TO FILING. THE PROCESS FOR REVIEWING THE FORM 990 IS AS FOLLOWS: MERIDIAN HEALTH RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTHCARE AND NOT FOR PROFIT TAX RETURN PREPARATION ("CPA FIRM") TO Review AND FILE THE FORM 990. Meridian PREPARED A DRAFT OF THE FORM 990, WHICH WAS THEN REVIEWED BY OTHER APPROPRIATE INTERNAL STAFF FOR ACCURACY, GENERAL COUNSEL AND OUTSIDE TAX COUNSEL. THE DRAFT WAS THEN REVIewed BY THE CPA FIRM AND PRESENTED TO THE GOVERNING BODY'S COMPLIANCE AND AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE GOVERNING BODY. AFTER THE COMPLIANCE AND AUDIT COMMITTEE MEETING, ANY SUGGESTED REVISIONS TO THE FORM 990 WERE MADE, AND THE REVISED FORM 990, IN FINAL FORM, WAS PROVIDED TO EACH VOTING MEMBER OF MERIDIAN HEALTH'S GOVERNING BODY FOR REVIEW AT A MEETING PRIOR TO FILING OF THE FORM 990.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION B; QUESTION 12 MERIDIAN HEALTH, THE PARENT ORGANIZATION, HAS ADOPTED A SYSTEM CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF ITS SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE SYSTEM'S CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE WITH RESPECT TO ANY APPLICABLE TRANSACTIONS AND RELATIONSHIPS. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SYSTEM'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL FOR REVIEW. THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE SYSTEM'S EXECUTIVE COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). DURING THE YEAR, THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL ALSO MONITORS ON-GOING TRANSACTIONS IN LIGHT OF THE SUMMARY TO ENSURE THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE APPROPRIATELY HANDLED IN COMPLIANCE WITH THE POLICY.
DISCLOSURE INFORMATION CORE FORM 990; PART VI, SECTION B; QUESTION 15 THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN WHICH MERIDIAN HEALTH SYSTEM, INC. IS THE SYSTEM'S PARENT ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") OF THE PARENT ORGANIZATION IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES (SENIOR MANAGEMENT) OF THE PARENT AND ALL OF THE SUBSIDIARY ORGANIZATIONS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, APPROVED BY THE EXECUTIVE COMMITTEE AND GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTHCARE SYSTEM AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH SYSTEM CAN FULFILL ITS CHARITABLE MISSION. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS, INCLUDING BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE "TOTAL COMPENSATION" OF THE PRESIDENT, OTHER OFFICERS (CFO, COO) AND EACH SENIOR MANAGEMENT KEY EMPLOYEE IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS, AND RECEIVES REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND BASED UPON THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT-FOR-PROFIT HEALTHCARE COMPENSATION; AND 3. THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS REQUIRED IN THE REGULATIONS. AS APPROPRIATE, THE AUTHORIZED BODY SUPPLEMENTS THE COMPARABILITY DATA WITH OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THE REASONABLENESS OF THE COMPENSATION PAID, INCLUDING AN ANALYSIS OF INDIVIDUAL GOALS AND OBJECTIVES, ORGANIZATIONAL PERFORMANCE, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE APPROVED COMPENSATION ARRANGEMENTS BY THE EXECUTIVE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE GOVERNING BOARD BY THE SENIOR MEMBER OF THE CONSULTING FIRM.
DISCLOSURE INFORMATION CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATIONS ARE PART OF MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. ORGANIZATIONS INCLUDED IN THIS GROUP RETURN HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH EACH TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. ALSO, EACH ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. IN ADDITION, THE ORGANIZATIONS MAKE AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE, WWW.MERIDIANHEALTH.COM, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY.
RELATED HOURS DISCLOSURE CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATIONS included in this group return are PART OF MERIDIAN HEALTH System; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR Key Employees LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH more than one ORGANIZATION WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990 REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR all of the ORGANIZATIONs included on this return. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY three to five HOURs PER WEEK. THE HOURS REFLECTED ON PART VII OF THIS FORM 990 FOR PAID OFFICERS AND KEY EMPLOYEES REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF MERIDIAN HEALTH; NOT SOLELY THe ORGANIZATIONs included in this return.
COMPENSATION INFORMATION DISCLOSURE CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS, JOHN K. LLOYD, JOHN GANTNER AND MARC H. LORY, WHO ARE PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THESE INDIVIDUALS WORK FULL-TIME FOR MERIDIAN HEALTH SYSTEM AND RECEIVE COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, AN ENTITY INCLUDED IN THIS GROUP FORM 990; FOR SERVICES RENDERED TO THE ENTIRE MERIDIAN HEALTH SYSTEM. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF CERTAIN AFFILIATES WITHIN THE MERIDIAN HEALTH SYSTEM BUT DOES NOT INCLUDE ALL OF THE RELATED ORGANIZATIONS.
OTHER CHANGES IN NET ASSETS CORE FORM, PART XI; QUESTION 9 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - EQUITY TRANSFER TO MERIDIAN HOSPITALS CORPORATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $13,509,793; - OTHER CHANGES IN BENEFITS AND PLAN ASSETS - ($7,453,000); - CHANGE IN VALUE OF CASH FLOW HEDGE INSTRUMENT - $278,000; - BAYSHORE COMMUNITY HOSPITAL MERGER - ($45,977,000); - BAYSHORE HEALTH CARE CENTER MERGER - ($13,083,428) - OTHER CHANGES IN NET ASSETS - $4,853,417.
AUDITED FINANCIAL STATEMENTS CORE FORM, PART XII; QUESTION 2 MERIDIAN HOSPITALS CORPORATION IS THE LARGEST ENTITY OF THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING WHICH COMPRISES THIS CONSOLIDATED GROUP FORM 990. PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND SUBSIDIARY FOR THE YEARS ENDED DECEMBER 31, 2012 AND DECEMBER 31, 2011; RESPECTIVELY. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ADDITIONALLY, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2012 AND DECEMBER 31, 2011; RESPECTIVELY, INCLUDING THOSE ENTITIES INCLUDED IN THIS FORM 990. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. IN ADDITION, PARENTE RANDOLPH, L.L.C., AN INDEPENDENT CPA FIRM, AUDITED THE FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. AND ITS CONTROLLED AFFILIATE HEALTH INNOVATIONS UNLIMITED, INC. FOR THE YEARS ENDED DECEMBER 31, 2012 AND DECEMBER 31, 2011; RESPECTIVELY. PARENTE RANDOLPH, L.L.C. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE MERIDIAN HEALTH SYSTEM, INC. COMPLIANCE AND AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDITS OUTLINED HEREIN WITH RESPECT TO THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990, AND THE SELECTION OF AN INDEPENDENT AUDITOR.
BOARD OF TRUSTEES PART VII PART VII INCLUDES, AS OF DECEMBER 31, 2012, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. IN ADDITION, PART VII INCLUDES THE REMAINING TOP FIVE HIGHEST PAID EMPLOYEES AMONGST ALL ENTITIES COMBINED AFTER OFFICERS AND KEY EMPLOYEES OF ALL ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE MEMBERS ARE LISTED IN ORDER OF TRUSTEE, OFFICER, KEY EMPLOYEE, HIGHEST PAID AND FORMER MEMBER. OUTLINED BELOW IS A SUMMARY OF THE BOARD OF TRUSTEES BY ORGANIZATION [* indicates the member serves on more than one board reported on this group return]: Meridian Hospitals Corporation: ------------------------------- -Peter Reinhart, Esq. (Chairperson) -Thomas J. Kononowitz (Vice Chairperson)* -Meredyth Armitage (Secretary)* -Alfred Schiavetti (Treasurer) -Marc H. Lory (President)* -Richard A. Amdur, Esq. (IMMEDIATE PAST CHAIRPERSON) -Anthony T. Scardella, MD -Douglas W. Chudzik, MD -Frank Sharp, MD -Gregg Azcuy -Jeffrey Hager, DO -John D. Gumina, MD -John J. Flynn * -John K. Lloyd * -Joseph Mancini * -Joseph P. Lattanzi, MD* -K. George Younan, MD -Norman V. Buttaci -Peter S. Falvo, Jr., Esq. * -Raymond M. Masterson, MD -Roger Thompson, MD -Serena DiMaso, Esq. * -William Lawless, Ph.D. BAYSHORE COMMUNITY HOSPITAL, A SUBSIDIARY OF MERIDIAN HOSPITALS CORPORATION, AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HOSPITALS CORPORATION. Meridian Health Realty Corporation: ----------------------------------- -Martin M. Barger, Esq. (Chairperson)* -Peter S. Falvo, Jr., Esq. (Vice Chairperson)* -Ronald Schrader (Secretary)* -Christopher Carton (Treasurer)* -John K. Lloyd (President)* -Barry Weshnak * -Edward R. McGlynn, Esq. * -John A. Giunco, Jr., Esq. * -Kenneth Fitzsimmons, Esq.* -Maurice Meyer III* -William Himelman, Esq. * SOCH PROPERTIES, INC. A SUBSIDIARY OF MERIDIAN HEALTH REALTY CORPORATION AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, DOES NOT HAVE A SEPARATE BOARD OF TRUSTEES. IT IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN HEALTH REALTY CORPORATION. Meridian Home Care Services: ---------------------------- -Peter Raben (Chairperson)* -John Gantner (President)* -Salvatore Inciardi (Vice President and Secretary)* -Meredyth Armitage (Treasurer)* -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John K. Lloyd * -Maris Lown * -Robert R. Stohrer * Health Innovations Unlimited: ----------------------------- -Peter Raben (Chairperson)* -John Gantner (President)* -Salvatore Inciardi (Vice President and Secretary)* -Meredyth Armitage (Treasurer)* -Bernard Natelson * -Georgina E. Petillo * -Janice Sweeney * -John K. Lloyd * -Maris Lown * -Robert R. Stohrer * Meridian Nursing & Rehabilitation: ---------------------------------- -William Himelman, Esq. (Chairperson)* -Edward R. McGlynn, Esq. (Vice Chairperson)* -Fern Esposito (Secretary/Treasurer) -John Gantner (President)* -Brian Roper, MD* -Marie G. Tambaro, CCRN BAYSHORE HEALTH CARE CENTER, INC., A SUBSIDIARY OF MERIDIAN NURSING AND REHABILITATION, INC., AND A SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990, IS GOVERNED BY THE BOARD OF TRUSTEES OF MERIDIAN NURSING AND REHABILITATION, INC. Meridian Practice Institute: ---------------------------- -Thomas J. Kononowitz (Chairperson)* -Marc H. Lory (Vice Chairperson)* -Carl M. Marchetti, MD (President) -Robert Palermo (Treasurer) -Alan Cabasso, MD (Secretary) -Barry Weshnak * -David Kountz, MD -Elliot Frank, MD -Jerome Vernick, MD -Mark G. Martens, MD -Steven G. Littleson * -Steven Kairys, MD Meridian Health Foundation: --------------------------- -Domenic M. DiPiero III (Chairperson)* -Peter Cancro (Vice Chairperson)* -Thomas J. Dolan (Treasurer)* -Serena DiMaso, Esq. (Secretary)* -David L. Flood (President)* -Andrew DeMaio, Esq.* -Barbara Ganz -Carol Stillwell * -Christian T. Koerner, MST, CPA, ABV* -Deborah Mathis * -Elizabeth A. Kelly* -Eric M. Kirsch, CFA * -John J. Flynn* -John K. Lloyd * -Karen T. O'Hare * -Kevin L. Buckelew* -Kristen S. Bunnell * -Lucy K. H. Kalian * -Martin F. Pfleger, Esq. * -Nancy Seidenstein -Philip L. Perricone* -Thomas J. Gravina * -William W. Wingard * Bayshore Community Hospital Foundation: --------------------------------------- -Serena DiMaso, Esq. (Chairperson)* -Martin F. Pfleger, Esq. (Vice Chairperson)* -Anderw J. DeMaio, Esq. (Treasurer)* -Barbara Ganz (Secretary)* -David L. Flood (President)* -Adrian M. Pristas, MD -Carol Stillwell* -Fern Esposito* -Gregory A. Buontempo -Janice Mitchell Vassar -John K. Lloyd* -Louis R. Czubachowski -Mollie Giamanco -Moon Choo -Nicholas R. Colisto -Philip J. Scaduto -Robert O'Donnell -Ross Zimmerman -Timothy Hogan* -Wendell Smith, Esq. -William Allingham Jersey Shore University Medical Center Foundation: -------------------------------------------------- -Peter Cancro (Chairperson)* -Eric M. Kirsch, CFA (Vice Chairperson)* -Philip L. Perricone (Treasurer)* -William W. Wingard (Secretary)* -David L. Flood (President)* -Anita Roselle -Barbara Brager -J. Scott Ferguson -Joanne Falcone -John A. Giunco, Jr., Esq. * -John K. Lloyd * -Karen A. Goldblatt -Richard M. Neibart, MD -Stephan C. Lowy -Steven G. Littleson * -T. Burt Barham -Thomas J. Kononowitz* -Vincent J. Puma -William C. Black -William S. Walsh Ocean Medical Center Foundation: -------------------------------- -Kevin L. Buckelew (Chairperson)* -Christian T. Koerner, MST, CPA, ABV (Vice Chairperson)* -Karen T. O'Hare (Treasurer)* -Elizabeth A. Kelly (Secretary)* -David L. Flood (President)* -Dale L. Wegener -Dean Q. Lin -Edward J. Dimon, Esq. -Holly R. Hubbell -James A. Clarke, MD -James A. Urner -John K. Lloyd * -Joseph Leone Introna -Nina Anuario -Richard A. Goldman -Robert A. Monaco, MD -Robert B. O'Brien, Jr. -Thomas J. Sexton -Thomas R. Lake, III MD -Vincent J. Vivona, DO, JD, FACP Riverview Medical Center Foundation: ------------------------------------ -Domenic M. DiPiero III (Chairperson)* -Thomas J. Gravina (Vice Chairperson)* -Kristen S. Bunnell (Treasurer)* -Lucy K. H. Kalian (Secretary)* -David L. Flood (President)* -Carol Stillwell * -Edward J. McKenna, Jr. -Elizabeth Moody Schmalz Ferguson -Howard M. Ross, MD -John K. Lloyd * -Joseph Albertelli -Lawrence W. Sykoff, EdD -Lore Macdonald -Margaret S. Riker -Nancy Mulheren -Peter T. Roselle -Phillipa G. Woodriffe, MD -Richard J. Saker -Steven M. Scopellite -Timothy J. Hogan -William J. Marraccini Southern Ocean Medical Center Foundation: ----------------------------------------- -Thomas J. Dolan (Chairperson)* -Joseph Mancini (Vice Chairperson)* -Joseph T. O'Donnell (Treasurer) -Deborah Mathis (Secretary)* -David L. Flood (President)* -Angela Ominski -Barbara Schmidt -David M. Nilsen -Joan M. Hart -John J. Flynn* -John K. Lloyd * -Joseph P. Coyle -Joseph P. Lattanzi, MD* -Judy Brophy -Marion A. Hergert -Michael Aaron, DO -Michael Bleiman, MD -Peter S. Goldman -Robert J. Simmons -Robert R. Stohrer * -Suzette Whiting -Vicki Malone
DISCLOSURE INFORMATION ADDITIONS TO THE GROUP EXEMPTION EFFECTIVE FOR 2012, THREE MERIDAIN HEALTH AFFILIATES RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) WERE ADDED TO THE MERIDIAN HEALTH GROUP EXEMPTION RULING VIA ITS ANNUAL GROUP EXEMPTION RULING UPDATE FILED WITH THE INTERNAL REVENUE SERVICE IN SEPTEMBER 2012. THESE ORGANIZATIONS INCLUDED: - BAYSHORE COMMUNITY HOSPITAL - BAYSHORE HEALTH CARE CENTER, INC. - BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC. ACCORDINGLY, THE ACTIVITIES AND OPERATIONS OF THESE ORGANIZATIONS ARE INCLUDED IN THIS CONSOLIDATED GROUP 990. THESE ORGANIZATIONS FILED SEPARATE FORMS 990 FOR THE 2011 TAXABLE YEAR.
DISCLOSURE INFORMATION CORE FORM, PART X, BALANCE SHEET PLEASE NOTE THE BEGINNING BALANCE SHEET IN CORE FORM, PART X, HAS BEEN RESTATED TO INCLUDE THE BEGINNING BALANCE SHEET OF THE THREE MERIDAIN HEALTH AFFILIATES THAT WERE ADDED TO THE MERIDIAN HEALTH GROUP EXEMPTION RULING VIA ITS ANNUAL GROUP EXEMPTION RULING UPDATE FILED WITH THE INTERNAL REVENUE SERVICE IN SEPTEMBER 2012. THESE ORGANIZATIONS INCLUDED: - BAYSHORE COMMUNITY HOSPITAL - BAYSHORE HEALTH CARE CENTER, INC. - BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

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
2012
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" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) 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 969,980 3,719,710 SOCH PROP
 
(2) SOCH PROPERTIES 3 CLOCK BLD LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
51-0538953 		REAL ESTATE NJ 212,978 1,613,796 SOCH PROP
 
(3) SOCH PROPERTIES 2 LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
26-0838981 		REAL ESTATE NJ 98,946 715,779 SOCH PROP
 






Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to 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 entity?
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) SOMC MEDICAL GROUP PC

1140 RT 72 WEST

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

1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
27-2377326 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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" to 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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) ASSISTED LIVING AT COLTS NECK INC

3349 HIGHWAY 138 BLDG C SUITE A
WALL,NJ07719
22-2567119 		HEALTHCARE SVCS NJ NA
  		C CORP.         No
(2) MERIDIAN HEALTH MANAGEMENT INC

1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-2519699 		HEALTHCARE SVCS NJ NA
  		C CORP.         No
(3) MERIDIAN HEALTHWARES BRICK

1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3571926 		HEALTHCARE SVCS NJ NA
  		C CORP.         No
(4) MERIDIAN HEALTHWARES WEST LONG BRANCH

1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3571931 		HEALTHCARE SVCS NJ NA
  		C CORP.         No
(5) COASTAL MEDICAL INSURANCE LTD

44 CHURCH STREET 3RD FLOOR
HAMILTON,BERMUDAHA 12
BD
98-0166769 		FINANCIAL VEHICLE BD NA
  		FOREIGN CORP.         No
(6) COMPASS HEALTHCARE INC

1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
22-3357958 		HEALTHCARE SVCS NJ N/A
 C CORP.         No
(7) BAYSHORE HEALTHCARE MANAGEMENT CORP

727 NO BEERS ST
HOLMDEL,NJ07733
22-2550716 		HEALTHCARE SVCS NJ N/A
 C CORP.         No
(8) HCMC INC

PO BOX 176
HOLMDEL,NJ07733
22-2620595 		HEALTHCARE SVCS NJ N/A
 C CORP.         No
(9) BAYSHORE CENTER FOR REHAB & PHYS THERAPY

1 BETHANY ROAD SUITE 43
HAZLET,NJ07730
22-3116637 		INACTIVE NJ N/A
 C CORP.         No
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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 or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
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 Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to 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 section 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) 2012
Schedule R (Form 990) 2012
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) - BAYSHORE COMMUNITY HOSPITAL (FEID: 21-0744668) - MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) - BAYSHORE HEALTH CARE CENTER, INC. (FEID: 22-2715789) - MERIDIAN HOME CARE SERVICES, INC. (FEID: 22-2731440) - HEALTH INNOVATIONS UNLIMITED, INC. (FEID: 22-2581430) - MERIDIAN HEALTH FOUNDATION, INC. (FEID: 30-0107825) - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2342452) - RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) - OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2361311) - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099) - BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC. (FEID: 22-2367109) - MERIDIAN HEALTH REALTY CORPORATION (FEID: 22-3200147) - SOCH PROPERTIES, INC. (FEID: 22-3846197) - MERIDIAN PRACTICE INSTITUTE, INC. (FEID: 06-1755235)
TRANSACTIONS WITH REALTED ORGANIZATIONS SCHDULE R, PART V MERIDIAN HOSPITALS CORPORATION AND CERTAIN OF ITS AFFILIATES ROUTINELY PAY EXPENSES FOR VARIOUS AFFILIATES WITHIN MERIDIAN HEALTH IN THE ORDINARY COURSE OF BUSINESS, INCLUDING THIS ORGANIZATION. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.

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