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 private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
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 province, country, and ZIP or foreign postal code
NEPTUNE, NJ07753
D Employer identification number

01-0649794
E Telephone number

G Gross receipts $ 1,610,180,887
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
subordinates?
H(b)
Are all subordinates
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 13
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 12,923
6 Total number of volunteers (estimate if necessary) ............. 6 2,800
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,095,767
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 359,242
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 32,761,573 24,990,350
9 Program service revenue (Part VIII, line 2g) ......... 1,566,459,263 1,541,333,961
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 15,286,100 29,484,404
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 10,000,551 12,052,208
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,624,507,487 1,607,860,923
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,060,023 630,620
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) 746,363,256 763,850,136
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 277,500 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,192,801    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 802,311,775 733,885,198
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,550,012,554 1,498,365,954
19 Revenue less expenses. Subtract line 18 from line 12....... 74,494,933 109,494,969
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,052,059,072 2,186,332,852
21 Total liabilities (Part X, line 26)............. 1,176,957,801 1,092,759,789
22 Net assets or fund balances. Subtract line 21 from line 20..... 875,101,271 1,093,573,063
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 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 $ 196,969,000 including grants of $ 0 ) (Revenue $ 210,306,000 )
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 2013 THE ORGANIZATION SERVICED 33,872 CARDIAC CASES FOR A TOTAL OF 52,911 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $ 120,087,000 including grants of $ 0 ) (Revenue $ 121,258,000 )
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 2013 THE ORGANIZATION SERVICED 55,691 ONCOLOGY CASES FOR A TOTAL OF 22,697 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4c (Code:   ) (Expenses $ 109,733,000 including grants of $ 0 ) (Revenue $ 106,948,000 )
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 2013 THE ORGANIZATION SERVICED 25,098 ORTHOPEDIC/REHABILITATION CASES FOR A TOTAL OF 35,251 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4d Other program services (Describe in Schedule O.)
(Expenses $ 783,988,857 including grants of $ 0 ) (Revenue $ 1,101,816,258 )
4e Total program service expensesMediumBullet1,210,777,857
Form 990 (2013)
Form 990 (2013)
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 III
Click 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
 
No
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 other assistance to or for any foreign organization? 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 other assistance to or for foreign individuals? 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
 
No
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 list of attachments
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government 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 or 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 25a................ 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, 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
 
No
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 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
476
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
31
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
12,923
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” to line 3b, 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 (2013)
Form 990 (2013)
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 or note to any line 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
13
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:
MediumBulletJOSEPH LEMAIRE1350 CAMPUS PARKWAYNEPTUNENJ07753 (732) 751-7500
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Thomas J Kononowitz........................................................................
CHAIRPERSON, TRUSTEE
6.0
.......................  
X   X       0 0 0
(2) William Lawless PhD........................................................................
VICE CHAIR, TRUSTEE
3.0
.......................  
X   X       0 0 0
(3) Joseph Mancini........................................................................
VICE CHAIR, TREAS, TRUSTEE
9.0
.......................  
X   X       0 0 0
(4) Meredyth R Armitage........................................................................
SECTRY, TREAS, TRUSTEE
9.0
.......................  
X   X       0 0 0
(5) Marc H Lory........................................................................
PRES MHC, TRUSTEE
60.0
.......................  
X   X       763,025 0 136,370
(6) Peter S Reinhart Esq........................................................................
IMM PAST PRES, TRUSTEE
3.0
.......................  
X   X       0 0 0
(7) Anthony T Scardella MD........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(8) John J Flynn........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(9) Frank Sharp MD........................................................................
TRUSTEE
3.0
.......................  
X           12,500 0 0
(10) John D Gumina MD........................................................................
TRUSTEE
3.0
.......................  
X           0 32,308 0
(11) Richard A Amdur Esq........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(12) Kathleen T Ellis........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(13) Maureen Murphy PhD........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(14) Douglas W Chudzik MD........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(15) Norman V Buttaci........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(16) Joseph Cauda MD........................................................................
TRUSTEE
3.0
.......................  
X           30,000 0 0
(17) Joseph P Lattanzi MD........................................................................
TRUSTEE
6.0
.......................  
X           27,083 0 0
Form 990 (2013)
Form 990 (2013)
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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Raymond M Masterson MD........................................................................
TRUSTEE
3.0
.......................  
X           11,623 0 0
(19) Edward Rittweger MD........................................................................
TRUSTEE
3.0
.......................  
X           30,000 0 0
(20) Thomas White DO........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(21) William Himelman Esq........................................................................
CHAIRPERSON, TRUSTEE
6.0
.......................  
X   X       0 0 0
(22) Edward R McGlynn Esq........................................................................
VICE CHAIR, TRUSTEE
6.0
.......................  
X   X       0 0 0
(23) Fern Esposito........................................................................
SECY/TREASURER, TRUSTEE
6.0
.......................  
X   X       0 0 0
(24) John Gantner........................................................................
EXEC VP, TRUSTEE TERM 12/31/13
60.0
.......................  
X   X       2,393,509 0 131,023
(25) Brian Roper MD........................................................................
TRUSTEE
3.0
.......................  
X           0 20,401 0
(26) Marie G Tambaro........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(27) Peter Raben........................................................................
CHAIRPERSON, TRUSTEE
6.0
.......................  
X   X       0 0 0
(28) Maris Lown........................................................................
TRUSTEE
6.0
.......................  
X           0 0 0
(29) Robert R Stohrer........................................................................
TRUSTEE
9.0
.......................  
X           0 0 0
(30) Janice Sweeney........................................................................
TRUSTEE
6.0
.......................  
X           0 0 0
(31) Bernard Natelson........................................................................
TRUSTEE
6.0
.......................  
X           0 0 0
(32) Georgina E Petillo........................................................................
TRUSTEE
6.0
.......................  
X           0 0 0
(33) Martin M Barger Esq........................................................................
CHAIRPERSON, TRUSTEE
3.0
.......................  
X   X       0 0 0
(34) Peter S Falvo Jr Esq........................................................................
VICE CHAIR, TRUSTEE
6.0
.......................  
X   X       0 0 0
(35) Ronald Schrader........................................................................
SECRETARY, TRUSTEE
3.0
.......................  
X   X       0 0 0
(36) Christopher Carton........................................................................
TREASURER, TRUSTEE
3.0
.......................  
X   X       0 0 0
(37) John K Lloyd FACHE........................................................................
PRES MHS, TRUSTEE
60.0
.......................  
X   X       1,794,054 0 665,827
(38) Maurice Meyer III........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(39) Barry Weshnak........................................................................
TRUSTEE
6.0
.......................  
X           0 0 0
(40) John A Giunco Jr Esq........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(41) Kenneth Fitzsimmons Esq........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(42) Peter Cancro........................................................................
CHAIRPERSON, TRUSTEE
6.0
.......................  
X   X       0 0 0
(43) Thomas J Dolan........................................................................
CHAIR, VICE CHAIR, TRUSTEE
6.0
.......................  
X   X       0 0 0
(44) Serena DiMaso Esq........................................................................
CHAIR, TREAS, TRUSTEE
9.0
.......................  
X   X       0 0 0
(45) Kevin L Buckelew........................................................................
CHAIR, SECTRY, TRUSTEE
6.0
.......................  
X   X       0 0 0
(46) Joseph Stampe........................................................................
PRES, TRUSTEE (eff 12/9/13)
55.0
.......................  
X   X       51,154 0 0
(47) Nancy Seidenstein........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(48) Carol Stillwell........................................................................
TRUSTEE
6.0
.......................  
X           0 0 0
(49) Eric M Kirsch CFA........................................................................
VICE CHAIR, TRUSTEE
6.0
.......................  
X   X       0 0 0
(50) Philip L Perricone........................................................................
TREASURER, TRUSTEE
3.0
.......................  
X   X       0 0 0
(51) William W Wingard........................................................................
SECRETARY, TRUSTEE
3.0
.......................  
X   X       0 0 0
(52) Anita Roselle........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(53) J Scott Ferguson........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(54) Karen A Goldblatt........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(55) Vincent J Puma........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(56) William S Walsh........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(57) T Burt Barham........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(58) William C Black........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(59) Walter R Earle II........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(60) Kenneth D Nahum DO........................................................................
TRUSTEE
3.0
.......................  
X           0 5,334 0
(61) Robert L Sweeney DO........................................................................
TRUSTEE
3.0
.......................  
X           0 20,500 0
(62) Steven G Littleson........................................................................
TRUSTEE, PRES JSUMC
55.0
.......................  
X           944,641 0 155,121
(63) Joanne Falcone........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(64) Thomas J Gravina........................................................................
CHAIRPERSON, TRUSTEE
6.0
.......................  
X   X       0 0 0
(65) Joseph Albertelli........................................................................
VICE CHAIR, TRUSTEE
6.0
.......................  
X   X       0 0 0
(66) Kristen S Bunnell........................................................................
TREASURER, TRUSTEE
3.0
.......................  
X   X       0 0 0
(67) Nancy Mulheren........................................................................
SECRETARY, TRUSTEE
3.0
.......................  
X   X       0 0 0
(68) Elizabeth MoodySchmalzFerguson........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(69) William J Marraccini........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(70) Margaret S Riker........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(71) Howard M Ross MD........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(72) Richard J Saker........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(73) Steven M Scopellite........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(74) Negin Noorchashm Griffith........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(75) Lore Macdonald........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(76) Edward J McKenna Jr........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(77) Robert Rechnitz........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(78) Lawrence W Sykoff EdD........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(79) Phillipa G Woodriffe MD........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(80) Mark DeVito........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(81) Peter T Roselle........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(82) Timothy J Hogan........................................................................
TRUSTEE, PRES RMC/BCH
55.0
.......................  
X           816,981 0 115,137
(83) Jennifer Smith........................................................................
TRUSTEE, EXCE DIR FOUND
40.0
.......................  
X           123,662 0 28,759
(84) Christian T Koerner MST CPA ABV........................................................................
VICE CHAIR, TRUSTEE
6.0
.......................  
X   X       0 0 0
(85) Elizabeth A Kelly........................................................................
SECRETARY, TRUSTEE
3.0
.......................  
X   X       0 0 0
(86) Thomas R Lake III MD........................................................................
TRUSTEE
3.0
.......................  
X           0 3,048 0
(87) Thomas J Sexton........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(88) Dale Wegener........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(89) Nina Anuario........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(90) James A Clarke MD........................................................................
TRUSTEE, VP CLIN EFF
50.0
.......................  
X           400,228 0 36,939
(91) Edward J Dimon Esq........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(92) Holly R Hubbell Lonsdale........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(93) Robert A Monaco MD........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(94) Vincent J Vivona DO FACP........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(95) Joseph Berardo........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(96) Richard A Goldman........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(97) Joseph Leone Introna........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(98) James A Urner........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(99) Dean Q Lin........................................................................
TRUSTEE, PRES OMC
55.0
.......................  
X           557,221 0 87,860
(100) Michael Oakes........................................................................
TRUSTEE, EXEC DIR FOUND
40.0
.......................  
X           162,735 0 33,393
(101) Joseph T O'Donnell........................................................................
TREASURER, TRUSTEE
3.0
.......................  
X   X       0 0 0
(102) Deborah Mathis........................................................................
SECRETARY, TRUSTEE
3.0
.......................  
X   X       0 0 0
(103) Michael Bleiman MD........................................................................
TRUSTEE
3.0
.......................50.0
X           0 386,049 20,606
(104) Joan M Hart........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(105) Marion A Hergert........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(106) David M Nilsen........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(107) Angela Ominski........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(108) Michael Aaron DO........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(109) Norman Barham........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(110) John Imperato........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(111) Peter S Goldman........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(112) Robert J Simmons........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(113) Joseph P Coyle........................................................................
TRUSTEE, PRES SOMC
55.0
.......................3.0
X           495,830 0 204,551
(114) Suzette Whiting........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(115) Judy Brophy........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(116) Vicki Malone........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(117) Barbara Schmidt........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(118) Martin F Pfleger Esq........................................................................
VICE CHAIR, TRUSTEE
6.0
.......................  
X   X       0 0 0
(119) Barbara Ganz........................................................................
SECRETARY, TRUSTEE
3.0
.......................  
X   X       0 0 0
(120) Nicholas R Colisto........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(121) Louis R Czubachowski........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(122) Adrean M Pristas MD........................................................................
TRUSTEE
3.0
.......................  
X           0 2,500 0
(123) Gregory A Buontempo........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(124) Moon Choo........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(125) Robert O'Donnell........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(126) Wendell Smith Esq........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(127) William Allingham........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(128) Mollie Giamanco........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(129) Philip J Scaduto........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(130) Evaristo Stanziale........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(131) Ross Zimmerman........................................................................
TRUSTEE
3.0
.......................  
X           0 0 0
(132) Robert Palermo........................................................................
TREASURER, TRUSTEE
50.0
.......................3.0
X   X       391,828 0 69,776
(133) Alan Cabasso MD........................................................................
SECRETARY, TRUSTEE
3.0
.......................50.0
X   X       0 259,170 76,965
(134) Carl M Marchetti MD........................................................................
PRESIDENT, TRUSTEE
27.5
.......................3.0
X   X       220,843 0 56,260
(135) Elliot Frank MD........................................................................
TRUSTEE
3.0
.......................55.0
X           0 470,515 77,053
(136) David Kountz MD........................................................................
TRUSTEE, SR VP MED AFF
55.0
.......................3.0
X           322,217 0 53,774
(137) Mark G Martens MD........................................................................
TRUSTEE
3.0
.......................50.0
X           0 488,646 37,180
(138) Steven Kairys MD........................................................................
TRUSTEE
3.0
.......................50.0
X           0 464,151 66,672
(139) Jerome Vernick MD........................................................................
TRUSTEE
3.0
.......................50.0
X           0 465,674 55,757
(140) Salvatore Inciardi........................................................................
VP/SECY, TRUSTEE
55.0
.......................  
    X       662,522 0 102,862
(141) David L Flood........................................................................
PRESIDENT (TERMED 6/30/13)
55.0
.......................  
    X       372,677 0 29,552
(142) Timothy Nolan........................................................................
EXEC VP (EFFECTIVE 9/2/13)
50.0
.......................  
      X     177,121 0 6,329
(143) Ann Gavzy........................................................................
SR. VP LEGAL AFFAIRS
55.0
.......................  
      X     562,363 0 136,843
(144) Richard Scott........................................................................
Sr. VP Clinical Effectiveness
55.0
.......................  
      X     549,142 0 122,913
(145) Rebecca Weber........................................................................
Sr. VP/CIO
55.0
.......................  
      X     581,783 0 76,212
(146) Frank Goldstein........................................................................
VP Physician Services
50.0
.......................  
      X     495,978 0 59,789
(147) Kim Carpenter........................................................................
VP Clinical Effectiveness
50.0
.......................  
      X     396,357 0 61,887
(148) Richard Hader........................................................................
Sr. VP Nursing(TERMED 3/25/13)
55.0
.......................  
      X     169,072 0 19,016
(149) James Molloy........................................................................
VP Government Relations
50.0
.......................  
      X     372,025 0 63,498
(150) David Boss........................................................................
VP Clinical Effectiveness
50.0
.......................  
      X     347,750 0 42,167
(151) Michelle Mendelson........................................................................
VP Meridian Home Care
50.0
.......................  
      X     309,574 0 59,767
(152) Marilyn Koczan........................................................................
VP Patient Financial Services
50.0
.......................  
      X     338,399 0 66,611
(153) Richard Hand........................................................................
VP Finance
50.0
.......................  
      X     307,669 0 55,096
(154) Sherrie String........................................................................
Sr. VP Human Resources
50.0
.......................  
      X     466,659 0 76,053
(155) Joseph Reichman........................................................................
VP Clinical Effectiveness
50.0
.......................  
        X   433,858 0 25,618
(156) Ramon Solhkhah........................................................................
Medical Chair
50.0
.......................  
        X   368,164 0 29,604
(157) Terry Manna........................................................................
VP Managed Care
50.0
.......................  
        X   352,967 0 51,250
(158) Anthony Cava........................................................................
VP/COO
50.0
.......................  
        X   343,949 0 51,360
(159) Margaret Quinn........................................................................
Chief Med. Information Officer
50.0
.......................  
        X   341,203 0 62,661
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 17,498,366 2,618,296 3,308,111
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,006
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. 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 3,713,744
EMERACUTE CARE MEDICAL CO-NE INC, 440 STEVENS AVE SUITE 150SOLANA BEACHCA92075 MEDICAL 9,008,620
QUALCARE INC, 30 Knightsbridge RdPISCATAWAYNJ08854 CLAIMS ADMIN. 4,260,148
TORCON, 328 Newman Springs ROADRED BANKNJ07701 CONSTRUCTION 20,097,986
Siemens Medical Solutions USA Inc, PO Box 7777 W3580PHILADELPHIAPA19175 Systems Support 4,357,006
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet188
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,449,354
d Related organizations...1d 2,499,706
e Government grants (contributions)1e 6,507,593
f All other contributions, gifts, grants, and
similar amounts not included above
1f
14,533,697
g Noncash contributions included in lines
1a-1f:$
803,754
h Total. Add lines 1a-1f.......MediumBullet 24,990,350
 Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 541900 1,390,332,492 1,390,272,394 60,098  
b OTHER HEALTHCARE RELATED REVENUE 541900 33,523,666 33,523,666    
c MH REALTY PROGRAM SERVICE REVENUE 541900 16,659,827 16,659,827    
d PHARMACY REVENUE 900099 18,525,950 18,525,950    
e LABORATORY REVENUE 621500 5,469,434 4,520,673 948,761  
f All other program service revenue . 76,822,592 76,807,592   15,000
g Total. Add lines 2a–2f........MediumBullet 1,541,333,961
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 29,484,404 2,556   29,481,848
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 4,183,558  
b Less: rental expenses 1,306,137  
c Rental income or (loss) 2,877,421 0
d Net rental income or (loss).......MediumBullet 2,877,421 15,600 62,389 2,799,432
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet 0      
8a Gross income from fundraising events (not including
$ 1,449,354
of contributions reported on line 1c). See Part IV, line 18 ..
a 1,013,827
b Less: direct expenses ...b 1,013,827
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 1,782,732   640,786 1,141,946
b CAFETERIA 722514 2,177,400     2,177,400
c MANAGEMENT FEE INCOME 900099 2,314,514     2,314,514
d All other revenue .... 2,900,141   383,733 2,516,408
e Total. Add lines 11a–11d ...... MediumBullet 9,174,787
12 Total revenue. See Instructions......MediumBullet 1,607,860,923 1,540,328,258 2,095,767 40,446,548
Form 990 (2013)
Form 990 (2013)
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 or note to any line 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 21 357,120 357,120
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 273,500 273,500
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 .... 17,732,734 15,959,461 1,773,273 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 592,996,124 493,978,449 96,567,097 2,450,578
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 34,082,468 27,638,484 6,443,984  
9 Other employee benefits ....... 75,717,254 58,881,889 16,531,942 303,423
10 Payroll taxes ........... 43,321,556 32,145,096 10,972,701 203,759
11 Fees for services (non-employees):        
a Management ...... 3,112,000   3,112,000  
b Legal ......... 2,482,082 2,613 2,479,469  
c Accounting ........... 598,275   598,275  
d Lobbying ........... 603,981   603,981  
e Professional fundraising services. See Part IV, line 17 0  
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) ........ 86,724,689 83,105,994 3,618,695  
12 Advertising and promotion .... 8,859,502 251,111 8,608,391  
13 Office expenses ....... 157,129,997 154,208,702 2,881,081 40,214
14 Information technology ...... 5,298,318 1,033,897 4,264,421  
15 Royalties .. 2,773,062 834,799 1,938,263  
16 Occupancy ........... 42,496,139 12,027,506 30,239,372 229,261
17 Travel ............ 2,035,189 1,270,292 728,082 36,815
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,269,704 689,174 567,684 12,846
20 Interest ........... 32,649,920 26,327,058 6,322,862  
21 Payments to affiliates ....... 14,746,651 5,043,423 9,279,861 423,367
22 Depreciation, depletion, and amortization ..... 64,271,702 50,546,757 13,645,648 79,297
23 Insurance .............. 31,696,226 25,650,390 5,997,125 48,711
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 142,989,922 120,065,995 22,923,927  
b BAD DEBT/HOSPITAL ASSESSMENTS 11,076,804 8,037,275 3,228,898 -189,369
c CONSULTING & PROF. FEES 42,878,219 42,878,219    
d PURCHASED SERVICES 29,593,395 19,003,883 10,005,948 583,564
e All other expenses 50,599,421 30,566,770 20,062,316 -29,665
25 Total functional expenses. Add lines 1 through 24e 1,498,365,954 1,210,777,857 283,395,296 4,192,801
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 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 12,539,675 1 9,965,649
2 Savings and temporary cash investments ......... 214,376,753 2 239,683,018
3 Pledges and grants receivable, net ........... 16,498,055 3 16,357,214
4 Accounts receivable, net ............. 143,406,541 4 133,776,909
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 ............. 5,741,840 7 2,308,819
8 Inventories for sale or use .............. 23,079,602 8 25,796,374
9 Prepaid expenses and deferred charges .......... 13,238,746 9 8,854,078
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,715,251,707
b Less: accumulated depreciation ..... 10b 880,099,084 782,983,290 10c 835,152,623
11 Investments—publicly traded securities .......... 641,944,423 11 684,958,759
12 Investments—other securities. See Part IV, line 11 ..... 45,738,686 12 50,582,619
13 Investments—program-related. See Part IV, line 11 ..... 98,100,570 13 107,420,196
14 Intangible assets ............... 6,391,100 14 6,360,290
15 Other assets. See Part IV, line 11 ........... 48,019,791 15 65,116,304
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 2,052,059,072 16 2,186,332,852
Liabilities 17 Accounts payable and accrued expenses ......... 137,815,595 17 139,837,821
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 1,448,734 19 1,314,557
20 Tax-exempt bond liabilities ............. 627,570,614 20 603,621,835
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 .. 6,118,992 23 2,442,722
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.................... 404,003,866 25 345,542,854
26 Total liabilities. Add lines 17 through 25......... 1,176,957,801 26 1,092,759,789
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 .............. 746,152,298 27 949,241,471
28 Temporarily restricted net assets ........... 86,734,776 28 101,352,291
29 Permanently restricted net assets ........... 42,214,197 29 42,979,301
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 ........... 875,101,271 33 1,093,573,063
34 Total liabilities and net assets/fund balances ........ 2,052,059,072 34 2,186,332,852
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,607,860,923
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,498,365,954
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
109,494,969
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
875,101,271
5
Net unrealized gains (losses) on investments ...............
5
57,835,521
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
51,141,302
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,093,573,063
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 (2013)
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.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. 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
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 its Form 990PF, Part I, line 2, 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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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, RESTRICTEDRESTRICTED

$RESTRICTED


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


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

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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) (2013)

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.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013

Schedule C (Form 990 or 990-EZ) 2013
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).Click to see attachment
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) ....... 603,981 603,981
c Total lobbying expenditures (add lines 1a and 1b) ................... 603,981 603,981
d Other exempt purpose expenditures ........................ 1,499,068,110 1,502,012,148
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 1,499,672,091 1,502,616,129
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) 2010 (b) 2011 (c) 2012 (d) 2013 (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 453,530 484,645 534,345 603,981 2,076,501
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) 2013


Schedule C (Form 990 or 990-EZ) 2013
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
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.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2013

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. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 2013

Schedule D (Form 990) 2013
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 .... 44,107,000 40,932,000 39,461,000 35,346,000 31,191,000
b Contributions ........ 167,000 561,000 1,868,000 1,630,000 550,000
c Net investment earnings, gains, and losses 1,620,653 2,754,000 -252,000 2,613,000 3,763,000
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
140,000 140,000 145,000 128,000 158,000
f Administrative expenses ....          
g End of year balance ...... 45,754,653 44,107,000 40,932,000 39,461,000 35,346,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet47.100 %
c
Temporarily restricted endowment SchDMd Bullet52.900 %
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. 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 .................   51,997,390 51,997,390
b Buildings ................   861,862,779 341,234,688 520,628,091
c Leasehold improvements ............   5,090,868 3,068,703 2,022,165
d Equipment ................   662,590,109 529,398,244 133,191,865
e Other .................   133,710,561 6,397,449 127,313,112
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 835,152,623
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. 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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
PARTY PAYORS 40,222,156
ACCRUED PENSION & RETIREMENT 48,577,817
OTHER HEALTHCARE BENEFITS 10,200,000
DUE TO RELATED PARTIES 4,398,276
RESIDENT DEPOSITS 363,471
ACCRUED INTEREST PAYABLE 12,509,151
OTHER LONG-TERM LIABILITIES 122,198,383
RESTRICTED USE ASSETS 1,405,073
CHARITABLE GIFT ANNUITY 446,699
CHARITABLE REMAINDER TRUST 16,574
OTHER CURRENT LIABILITIES 35,894,214
FAIR VALUE OF DERIVATIVE INSTR 50,232,579
SECURITY DEPOSITS 2,500
NOTES PAYABLE 19,075,961
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 345,542,854
2. Liability for uncertain tax positions 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) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
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
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.
Return Reference Explanation
SCHEDULE D, PART V  
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 (ASC 740) DISCLOSURE BELOW IS FROM THE SYSTEM'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS 2013 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. 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, 2013 AND DECEMBER 31, 2012; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2013 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): 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, 2013 AND DECEMBER 31, 2012; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2013 AUDITED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): 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 2013 AND 2012.
Schedule D (Form 990) 2013

Additional Data


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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.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (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     Program Services FINANCIAL VEHICLE 15,506,859
Central America and the Caribbean     Investments   1,197,785
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     16,704,644
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     16,704,644
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
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 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) 2013
Schedule F (Form 990) 2013Page 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) 2013
Schedule F (Form 990) 2013
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 organization may 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, Information 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) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
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).
ReturnReference Explanation
PART IV, FOREIGN FORMS Meridian Health System, Inc. (EIN 22-3474145) is the sole member 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) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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.
Form 990-EZ filers are not required to complete this part.
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
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions 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) 2013
Schedule G (Form 990 or 990-EZ) 2013
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

12
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 848,756 381,576 1,232,849 2,463,181
2 Less: Contributions . . 462,036 260,289 727,029 1,449,354
3 Gross income (line 1
minus line 2) . . .
386,720 121,287 505,820 1,013,827
VerticalDirectExpenses 4 Cash prizes . . . 13,500 2,930 26,240 42,670
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . 173,622 53,490 246,776 473,888
8 Entertainment . . . 9,700   32,215 41,915
9 Other direct expenses . 189,898 64,867 200,589 455,354
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 1,013,827
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, 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) 2013
Schedule G (Form 990 or 990-EZ) 2013
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. 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).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
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.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) ..
  51,319 58,811,644 11,824,393 46,987,251 3.760 %
b Medicaid (from Worksheet 3,
column a) ....
  55,248 100,616,805 82,854,292 17,762,513 1.420 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
  106,567 159,428,449 94,678,685 64,749,764 5.180 %
Other Benefits
    1,606,589   1,606,589 0.130 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    33,856,446 7,432,251 26,424,195 2.120 %
g Subsidized health services
(from Worksheet 6) ..
  30,138 86,222,974 65,742,755 20,480,219 1.640 %
h Research (from Worksheet 7)     1,488,590 732,198 756,392 0.060 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    360,786   360,786 0.030 %
j Total. Other Benefits ..   30,138 123,535,385 73,907,204 49,628,181 3.980 %
k Total. Add lines 7d and 7j .   136,705 282,963,834 168,585,889 114,377,945 9.160 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
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
76,480,460
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
17,915,628
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
374,853,688
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
396,166,401
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-21,312,713
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) 2013
Schedule H (Form 990) 2013
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, primary website address, and state license number
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 JERSEY SHORE UNIVERSITY MEDICAL CTR
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) 2013
Schedule H (Form 990) 2013
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  
If reporting on Part V, Section B for a single hospital facility 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 Yes  
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 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests 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 Yes  
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 Yes  
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
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   No
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   No
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) 2013
Schedule H (Form 990) 2013
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
i
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 individual’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 individual’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) 2013
Schedule H (Form 990) 2013
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 individual 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 individual 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) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
Community Health Needs Assessment As part of the community health needs assessment ("CHNA"), five focus groups were held (one at each of the five hospitals). These focus groups included meetings with 32 key informants in the community, including members of the hospitals' Community Advisory Councils and other community leaders. A list of recommended participants for the focus groups was provided by Meridian Health System. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Focus group candidates were first contacted by letter to request their participation. Follow-up phone calls were then made to ascertain whether or not they would be able to attend. Confirmation calls were placed the day before the groups were scheduled to insure they would have a reasonable turnout. Final participation rates are segmented in the following table. DATE TIME GROUP PARTICIPANTS February 15, 2011 4:30 pm Bayshore Community Hospital 5 February 15, 2011 6:30 pm Riverview Medical Center 6 February 16, 2011 5:30 pm Jersey Shore Univ Med Ctr 5 February 17, 2011 8:00 am Ocean Medical Center 9 February 17, 2011 5:30 pm Southern Ocean Med Ctr 7 The focus group sessions were recorded on audio tapes from which verbatim comments in the report were taken. After each quote, the speaker's group is denoted; however, aside from this group affiliation, there are no names connected with the comments, as participants were asked to speak candidly and assured of confidentiality. connected with the comments, as participants were asked to speak candidly and assured of confidentiality. Organizations and other groups that the hospital facility consulted in conducting its most recent CHNA: Bayshore Community Hospital --------------------------- MONMOUTH NEIGHBORHOOD HOUSING, INC., Exec. Dir., Manna House Mayor, Holdmel Holmdel Twp School Superintendent Jesus the Lord Church, Keyport CEO / VONAGE American Cancer Society Owner, DEARBORN FARMS Temple Shalom 1st Presbyterian Church of Matawan, Pres., Club 60 HR Generalist, International Flavors & Fragrances Union Beach Memorial School, Union Beach, School Nurse Holmdel First Aid Squad Captain Superintendent, Matawan-Aberdeen School District Keansburg Police Chief Church of St. Catherine Food Circus Super Markets, Inc., VP, Administration & Marketing President, Cullen Senior Center President, St. Clements Seniors Joseph R.. Bolger Middle School, Keansburg, School Nurse Monmouth County Regional Health Commisssion Health Officer RIVERVIEW MEDICAL CENTER ------------------------ Congregation B'nai Israel St. Anthony's Roman Catholic Church President/Chief Exec. Officer Community YMCA Red Bank Police Department Program Director, Pediatric Council on Research & Education/AAPNJ RMC Volunteer Johnson & Johnson - Safe Kids President, Hendrick Management Services Supervisor, School Based Health & Social Service Program Financial Planner President, RDI Electronics Greater Freehold NAACP Merck Pharmaceutical Health INFORMATICS CONSULTING RETIRED RED BANK School Superintendent Monmouth-Ocean Regional Perinatal Consortium President, Prown's Home Improvements American Cancer Society JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- Neptune Police Department Executive Director and CEO, Prevention First VP Clinical Affairs, Horizon NJ Health Latinas United Director of Family Resource Center, Mercy Center of Asbury Park Executive Director, Food Bank of Monmouth County Public Health Coordinator, Monmouth County Health Department RN Educator Executive Director, Latino Chamber of Commerce of Monmouth County Retired Educator Retired Assistant Superintendant Neptune Twp. Vice President - Merrill Lynch Global Wealth Management Executive Director, Monmouth-Ocean Development Council NCNW North Shore Section Retired Administrator OCEAN MEDICAL CENTER -------------------- CHEMED Salvation Army, Ocean County Partnership Coordinator, Ocean County Health Department Mocha Moms Ocean County Cancer Coalition Retired, Brick School Administrator Professor, Monmouth University Toms River Social Services owner, real estate management & investment co. Ocean County Health Department Head School Nurse, Brick former Brick council member American Cancer Society Point Pleasant Presbyterian Church SOUTHERN OCEAN MEDICAL CENTER ----------------------------- MANAHAWKIN Attorney St. Francis Center Mt. Zion Baptist Church Assemblywoman, District 9 Southern Regional High School LITTLE EGG HARBOR CPA Southern Shore Counseling Services SURF CITY Attorney Executive Director, Ocean County Office of Senior Services Director, Interfaith Health and Support Services of Southern Ocean County First Presbyterian Church Public Health Nurse Supervisor, Long Beach Island Health Department American Cancer Society SOUTHERN OCEAN COUNTY Chamber OF COMMERCE ACCOUNT EXECUTIVE Van Dyk PUBLISHER TheSandpaper.NET Stafford Police Department CAPTAIN
Community Health Needs Assessment Meridian Health's CHNA was conducted IN COLLABORATION with the Monmouth County Health Improvement Coalition (Meridian Hospitals included Bayshore Community Hospital, Riverview Medical Center and Jersey Shore University Medical Center. In addition, Monmouth Medical Center and Centrastate Medical Center were participants), as well as the Ocean County Health Advisory Committee (Meridian Hospitals included Ocean Medical Center and Southern Ocean Medical Center, In addition, Community Medical Center and Kimball Medical Center also participated).
Community Health Needs Assessment The hospital facilities took action to address all of the SIGNIFICANT needs identified in its most recently conducted CHNA WITH THE EXCEPTION OF oral health. The hospital facilities do not have the expertise to effectively address oral health.
SCHEDULE H, PART V; SECTION B Financial Assistance Policy, Question 12i 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 THEIR 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 2013 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 2013, over 2,000 accounts were converted into a Medicaid program. 76% of these households assisted at Meridian Health System were eligible to apply for food stamps via NJ SNAP, 74% were eligible for Low Income Heating and Energy Program, and 14% of patients were eligible for supplemental monthly cash benefits including Social Security Income resulting in an estimated $580,850 in payments to SSI Medicaid approved patients. 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
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. 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?30
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 PARK PLACE COMM MENTAL HEALTH CENTER
1101 BOND STREET
ASBURY PARK,NJ07712
GROUP THERAPY, FAMILY THERAPY, PSYCHIATRIC EVALUATION
7 MERIDIAN LIFE FITNESS AND REHABILITATION
801 ARNOLD AVENUE
POINT PLEASANT,NJ08742
PHYSICAL THERAPY/FITNESS
8 JANE H BOOKER FAMILY HEALTH CTR AT JSUMC
1828 WEST LAKE AVENUE
NEPTUNE,NJ07753
CLINIC
9 THE SLEEP CARE CENTER AT JSUMC
1809 CORLIES AVENUE SUITE 3
NEPTUNE,NJ07753
SLEEP LAB
10 SOMC CLINICSLEEP CTR - NAUTILUS HEALTH
53 NAUTILUS DRIVE
MANAHAWKIN,NJ08050
CLINIC/SLEEP LAB
11 RIVERVIEW OUTPATIENT BEHAVIORAL HEALTH
661 SHREWSBURY AVENUE
SHREWSBURY,NJ07702
MENTAL HEALTH/ SUBSTANCE ABUSE/ ADULT PARTIAL/ O/P SERVICES
12 MERIDIAN REHABILITATION AT HOLMDEL
100 COMMONS WAY SUITE 120
HOLMDEL,NJ07733
PHYSICAL THERAPY
13 JSMC OUTPATIENT BEHAVIORAL HEALTH
402 RT 35
NEPTUNE,NJ07754
CHILDREN'S PARTIAL HOSPITAL/ MEDICATION MONITORING/ THERAPEUTIC NURSERY O/P SVCS
14 MERIDIAN REHABILITATION AT MANALAPAN
195 RT 9 SOUTH
MANALAPAN,NJ07726
REHAB
15 OCEAN CLUBFAMILY RESOURCE CENTER
ROUTE 9 SOUTH
STAFFORD TWP,NJ08092
PHYSICAL THERAPY/FITNESS FOR SENIORS & BARIATRIC PATIENTS
16 JERSEY SHORE OP BEHAVIORAL HEALTH
3535 RT 66M SUITE D PARKWAY 100
NEPTUNE,NJ07753
PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE
17 MERIDIAN REHABILITATION AT FORKED RIVER
730 LACEY ROAD
FORKED RIVER,NJ08731
PHYSICAL THERAPY
18 CENTER FOR SLEEP DISORDERS
2446 CHURCH ROAD SUITE 3A
TOMS RIVER,NJ08753
SLEEP LAB
19 MERIDIAN REHAB AT LITTLE EGG HARBOR
279 MATHISTOWN ROAD
LITTLE EGG HARBOR,NJ08087
PHYSICAL THERAPY/OCCUPATIONAL THERAPY
20 TRANSITIONAL MEDICATION SERVICE
51 DAVIS AVENUE
NEPTUNE,NJ07753
PSYCHIATRIC EVALUATION/ MEDICATION MANAGEMENT
21 Shore Rehabilitation Institute
425 Jack Martin Blvd
Brick,NJ08724
Rehabilitative Care
22 Southern Ocean County Dialysis Clinic
1301 Rt 72 W
Manahawkin,NJ08050
Dialysis Medical Services
23 Health Village Imaging LLC
1301 Rt 72 W
Manahawkin,NJ08050
Radiology Medical Services
24 Child Eval & Learning Disabilities Ctr
81 Davis Ave Suite 4
Neptune,NJ07753
Autism & Children's Evaluation Center
25 OCEAN MEDICAL CTRFAMILY HEALTH CTR
1608 RT 88 SUITE 207
BRICK,NJ08724
CLINIC
26 THE CTR FOR SLEEP MEDICINE AT BAYSHORE
678 NORTH BEERS STREET
HOLMDEL,NJ07733
SLEEP LAB
27 CENTER FOR WOUND HEALING AT BAYSHORE
735 NORTH BEERS STREET
HOLMDEL,NJ07733
WOUND HEALING
28 SOUTHERN OCEAN MEDICAL CENTER CLINIC
53 NAUTILIS DRIVE
MANAHAWKIN,NJ08050
CLINIC
29 MERIDIAN FITNESSWELLNESS CTR AT HAZLET
1420 RT 36
HAZLET,NJ07730
COMMUNITY EDUCATION PHYSICAL THERAPY
30 SNORING & SLEEP DISORDER CTR OF HOLMDEL
100 COMMONS WAY SUITE 1
HOLMDEL,NJ07733
SLEEP LAB CLOSED 2/11/13
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.
Form and Line Reference Explanation
Community Health Needs Assessment As part of the community health needs assessment ("CHNA"), five focus groups were held (one at each of the five hospitals). These focus groups included meetings with 32 key informants in the community, including members of the hospitals' Community Advisory Councils and other community leaders. A list of recommended participants for the focus groups was provided by Meridian Health System. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Focus group candidates were first contacted by letter to request their participation. Follow-up phone calls were then made to ascertain whether or not they would be able to attend. Confirmation calls were placed the day before the groups were scheduled to insure they would have a reasonable turnout. Final participation rates are segmented in the following table. DATE TIME GROUP PARTICIPANTS February 15, 2011 4:30 pm Bayshore Community Hospital 5 February 15, 2011 6:30 pm Riverview Medical Center 6 February 16, 2011 5:30 pm Jersey Shore Univ Med Ctr 5 February 17, 2011 8:00 am Ocean Medical Center 9 February 17, 2011 5:30 pm Southern Ocean Med Ctr 7 The focus group sessions were recorded on audio tapes from which verbatim comments in the report were taken. After each quote, the speaker's group is denoted; however, aside from this group affiliation, there are no names connected with the comments, as participants were asked to speak candidly and assured of confidentiality. connected with the comments, as participants were asked to speak candidly and assured of confidentiality. Organizations and other groups that the hospital facility consulted in conducting its most recent CHNA: Bayshore Community Hospital --------------------------- MONMOUTH NEIGHBORHOOD HOUSING, INC., Exec. Dir., Manna House Mayor, Holdmel Holmdel Twp School Superintendent Jesus the Lord Church, Keyport CEO / VONAGE American Cancer Society Owner, DEARBORN FARMS Temple Shalom 1st Presbyterian Church of Matawan, Pres., Club 60 HR Generalist, International Flavors & Fragrances Union Beach Memorial School, Union Beach, School Nurse Holmdel First Aid Squad Captain Superintendent, Matawan-Aberdeen School District Keansburg Police Chief Church of St. Catherine Food Circus Super Markets, Inc., VP, Administration & Marketing President, Cullen Senior Center President, St. Clements Seniors Joseph R.. Bolger Middle School, Keansburg, School Nurse Monmouth County Regional Health Commisssion Health Officer RIVERVIEW MEDICAL CENTER ------------------------ Congregation B'nai Israel St. Anthony's Roman Catholic Church President/Chief Exec. Officer Community YMCA Red Bank Police Department Program Director, Pediatric Council on Research & Education/AAPNJ RMC Volunteer Johnson & Johnson - Safe Kids President, Hendrick Management Services Supervisor, School Based Health & Social Service Program Financial Planner President, RDI Electronics Greater Freehold NAACP Merck Pharmaceutical Health INFORMATICS CONSULTING RETIRED RED BANK School Superintendent Monmouth-Ocean Regional Perinatal Consortium President, Prown's Home Improvements American Cancer Society JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- Neptune Police Department Executive Director and CEO, Prevention First VP Clinical Affairs, Horizon NJ Health Latinas United Director of Family Resource Center, Mercy Center of Asbury Park Executive Director, Food Bank of Monmouth County Public Health Coordinator, Monmouth County Health Department RN Educator Executive Director, Latino Chamber of Commerce of Monmouth County Retired Educator Retired Assistant Superintendant Neptune Twp. Vice President - Merrill Lynch Global Wealth Management Executive Director, Monmouth-Ocean Development Council NCNW North Shore Section Retired Administrator OCEAN MEDICAL CENTER -------------------- CHEMED Salvation Army, Ocean County Partnership Coordinator, Ocean County Health Department Mocha Moms Ocean County Cancer Coalition Retired, Brick School Administrator Professor, Monmouth University Toms River Social Services owner, real estate management & investment co. Ocean County Health Department Head School Nurse, Brick former Brick council member American Cancer Society Point Pleasant Presbyterian Church SOUTHERN OCEAN MEDICAL CENTER ----------------------------- MANAHAWKIN Attorney St. Francis Center Mt. Zion Baptist Church Assemblywoman, District 9 Southern Regional High School LITTLE EGG HARBOR CPA Southern Shore Counseling Services SURF CITY Attorney Executive Director, Ocean County Office of Senior Services Director, Interfaith Health and Support Services of Southern Ocean County First Presbyterian Church Public Health Nurse Supervisor, Long Beach Island Health Department American Cancer Society SOUTHERN OCEAN COUNTY Chamber OF COMMERCE ACCOUNT EXECUTIVE Van Dyk PUBLISHER TheSandpaper.NET Stafford Police Department CAPTAIN
Community Health Needs Assessment Meridian Health's CHNA was conducted IN COLLABORATION with the Monmouth County Health Improvement Coalition (Meridian Hospitals included Bayshore Community Hospital, Riverview Medical Center and Jersey Shore University Medical Center. In addition, Monmouth Medical Center and Centrastate Medical Center were participants), as well as the Ocean County Health Advisory Committee (Meridian Hospitals included Ocean Medical Center and Southern Ocean Medical Center, In addition, Community Medical Center and Kimball Medical Center also participated).
Community Health Needs Assessment The hospital facilities took action to address all of the SIGNIFICANT needs identified in its most recently conducted CHNA WITH THE EXCEPTION OF oral health. The hospital facilities do not have the expertise to effectively address oral health.
SCHEDULE H, PART V; SECTION B Financial Assistance Policy, Question 12i 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 THEIR 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 2013 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 2013, over 2,000 accounts were converted into a Medicaid program. 76% of these households assisted at Meridian Health System were eligible to apply for food stamps via NJ SNAP, 74% were eligible for Low Income Heating and Energy Program, and 14% of patients were eligible for supplemental monthly cash benefits including Social Security Income resulting in an estimated $580,850 in payments to SSI Medicaid approved patients. 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
Schedule H (Form 990) 2013
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
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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) 29,000       RESEARCH SUPPORT
(2) AMERICAN HEART ASSOCIATION
208 WEST END AVE
BRIDGEWATER,NJ08807
13-5613797 501(C)(3) 27,000       RESEARCH SUPPORT
(3) HOLIDAY EXPRESS Inc
1184 OCEAN AVE C-8
SEA BRIGHT,NJ07760
22-3470019 501(C)(3) 10,000       SAFETY & WELLNESS
(4) JUVENILE DIABETES RESEARCH FOUNDATION
3430 SUNSET AVE SUITE 21A
OCEAN,NJ07712
23-1907729 501(C)(3) 6,000       CHILDREN'S HEALTH
(5) AMERICAN RED CROSS
PO BOX 33093
NEWARK,NJ071880093
53-0196605 501(C)(3) 7,500       SAFETY & WELLNESS
(6) MONMOUTH PARK CHARITY FUND
175 OCEANPORT AVE
OCEANPORT,NJ07757
22-6063135 501(C)(3) 7,500       SAFETY & WELLNESS
(7) TWO RIVER THEATER COMPANY Inc
21 BRIDGE AVE
RED BANK,NJ07701
52-1857757 501(C)(3) 12,500       ART & CULTURE
(8) MONMOUTH COUNCIL BOY SCOUTS OF AMERICA
705 GINESI DRIVE
MORGANVILLE,NJ07751
21-0634963 501(C)(3) 13,450       CHILDREN'S HEALTH
(9) THE COMMUNITY YMCA
113 TINDALL RD
MIDDLETOWN,NJ07748
21-0635051 501(C)(3) 6,500       SAFETY & WELLNESS
(10) MARCH OF DIMES FOUNDATION
1010 EAST PARK BLVD
CRANBURY,NJ08512
13-1846366 501(C)(3) 8,000       HEALTH & WELLNESS
(11) GIRL SCOUTS OF THE JERSEY SHORE
242 ADELPHIA RD
FARMINGDALE,NJ07727
21-0731966 501(C)(3) 7,750       SAFETY & WELLNESS
(12) BIG BROTHERS BIG SISTERS
174 MAIN STREET
EATONTOWN,NJ07724
22-2155416 501(C)(3) 10,000       CHILDRENS HEALTH SAFETY AND WELLNESS
(13) SUSAN G KOMEN
TWO PRINCESS RD SUITE D
LAWRENCEVILLE,NJ08648
73-2052349 501(C)(3) 10,850       RESEARCH SUPPORT
(14) BROOKDALE COMMUNITY COLLEGE
765 NEWMAN SPRINGS ROAD
LINCROFT,NJ07738
22-1849485 501(C)(3) 8,500       HIGHER EDUCATION
(15) PCORE
1 AAA DRIVE SUITE 102
TRENTON,NJ08691
22-3699313 501(C)(3) 7,500       AUTISM RESEARCH
(16) ALEXANDRA ROSE TOZZI
PO BOX 47
SPRING LAKE,NJ07762
20-6130205 501(C)(3) 5,500       DISEASE AND HEALTH ISSUE RSCH
(17) ARC MONMOUTH
1158 WAYSIDE RD
TINTON FALLS,NJ07712
22-2545563 501(c)(3) 13,300       COMMUNITY SUPPORT
(18) FOUNDATION FOR HEALTHCARE ADVANCEMENT
120 ALBANY ST TOWER 2 STE 850
NEW BRUNSWICK,NJ08901
45-4723932 501(c)(3) 10,800       HEALTHCARE
(19) HACKENSACK UNIV MEDICAL CTR FOUNDATION
360 ESSEX ST STE 301
HACKENSACK,NJ07601
22-2339534 501(c)(3) 10,000       HEALTHCARE
(20) INTERFAITH NEIGHBORS
810 FOURTH AVENUE
ASBURY PARK,NJ07712
22-2896129 501(c)(3) 6,500       COMMUNITY SUPPORT
(21) BEAUTY FOUNDATION FOR CANCER CARE
68 WHITE STREET 113
RED BANK,NJ07701
26-1726938 501(c)(3) 6,100       HEALTHCARE
(22) JFK AUXILIARY
65 JAMES STREET
EDISON,NJ08818
22-2315044 501(c)(3) 5,500       HEALTHCARE
(23) GRANTS TO ORGANIZATIONS LESS THAN 5000
c/o Meridian Health
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
  127,370       COMMUNITY SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
22
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) 2013

Schedule I (Form 990) 2013
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 236 273,500      
(2) MERIDIAN DISASTER RELIEF FUND          










Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
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. IN 2013, THE AMOUNT OF GRANTS PAID TO INDIVDUAL ORGANIZATIONS IN AMOUNTS LESS THAN $5,000 WAS A TOTAL OF $127,370. IN ADDITION, IN 2013, MERIDIAN HEALTH DISTRIBUTED $830,950 IN DISASTER RELIEF PAYMENTS TO 133 INDIVIDUALS IMPACTED BY HURRICANE SANDY. THIS AMOUNT WAS NOT DEDUCTED AS AN EXPENSE ON FORM 990.
SCHOLARSHIPS SCHOLARSHIPS ARE AWARDED 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.
MERIDIAN DISASTER RELIEF FUND The Meridian Disaster Relief Fund was established to provide financial assistance to Meridian team members severely impacted BY PRESIDENTIAL DECLARED DISASTERS.
Schedule I (Form 990) 2013


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, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
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) 2013

Schedule J (Form 990) 2013
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 LoryPRES MHC, TRUSTEE (i)
(ii)
541,133
0
90,000
0
131,892
0
102,982
0
33,388
0
899,395
0
68,444
0
(2)John GantnerEXEC VP, TRUSTEE TERM 12/31/13 (i)
(ii)
695,961
0
255,000
0
1,442,548
0
117,214
0
13,809
0
2,524,532
0
1,394,866
0
(3)Salvatore InciardiVP/SECY, TRUSTEE (i)
(ii)
320,920
0
160,000
0
181,602
0
81,014
0
21,848
0
765,384
0
154,760
0
(4)John K Lloyd FACHEPRES MHS, TRUSTEE (i)
(ii)
1,017,209
0
700,000
0
76,845
0
632,102
0
33,725
0
2,459,881
0
0
0
(5)Steven G LittlesonTRUSTEE, PRES JSUMC (i)
(ii)
542,106
0
170,000
0
232,535
0
125,199
0
29,922
0
1,099,762
0
202,718
0
(6)Timothy J HoganTRUSTEE, PRES RMC/BCH (i)
(ii)
518,253
0
150,000
0
148,728
0
84,520
0
30,617
0
932,118
0
140,502
0
(7)Jennifer SmithTRUSTEE, EXCE DIR FOUND (i)
(ii)
108,221
0
10,626
0
4,815
0
6,789
0
21,970
0
152,421
0
0
0
(8)James A Clarke MDTRUSTEE, VP CLIN EFF (i)
(ii)
325,334
0
65,000
0
9,894
0
7,650
0
29,289
0
437,167
0
0
0
(9)Dean Q LinTRUSTEE, PRES OMC (i)
(ii)
410,503
0
123,600
0
23,118
0
69,450
0
18,410
0
645,081
0
0
0
(10)Michael OakesTRUSTEE, EXEC DIR FOUND (i)
(ii)
137,654
0
12,600
0
12,481
0
4,949
0
28,444
0
196,128
0
0
0
(11)Michael Bleiman MDTRUSTEE (i)
(ii)
0
214,286
0
0
0
171,763
0
14,848
0
5,758
0
406,655
0
0
(12)Joseph P CoyleTRUSTEE, PRES SOMC (i)
(ii)
465,360
0
0
0
30,470
0
174,770
0
29,781
0
700,381
0
0
0
(13)Robert PalermoTREASURER, TRUSTEE (i)
(ii)
281,416
0
65,000
0
45,412
0
38,647
0
31,129
0
461,604
0
21,789
0
(14)Alan Cabasso MDSECRETARY, TRUSTEE (i)
(ii)
0
232,010
0
0
0
27,160
0
49,511
0
27,454
0
336,135
0
0
(15)Carl M Marchetti MDPRESIDENT, TRUSTEE (i)
(ii)
173,762
0
17,281
0
29,800
0
26,478
0
29,782
0
277,103
0
0
0
(16)Elliot Frank MDTRUSTEE (i)
(ii)
0
374,647
0
40,000
0
55,868
0
46,924
0
30,129
0
547,568
0
0
(17)David Kountz MDTRUSTEE, SR VP MED AFF (i)
(ii)
286,066
0
20,000
0
16,151
0
23,765
0
30,009
0
375,991
0
0
0
(18)Mark G Martens MDTRUSTEE (i)
(ii)
0
373,233
0
25,000
0
90,413
0
7,650
0
29,530
0
525,826
0
0
(19)Steven Kairys MDTRUSTEE (i)
(ii)
0
341,601
0
25,000
0
97,550
0
36,538
0
30,134
0
530,823
0
0
(20)Jerome Vernick MDTRUSTEE (i)
(ii)
0
379,572
0
0
0
86,102
0
34,509
0
21,248
0
521,431
0
0
(21)David L FloodPRESIDENT (TERMED 6/30/13) (i)
(ii)
235,281
0
120,000
0
17,396
0
19,249
0
10,303
0
402,229
0
0
0
(22)Timothy NolanEXEC VP (EFFECTIVE 9/2/13) (i)
(ii)
170,769
0
0
0
6,352
0
5,844
0
485
0
183,450
0
0
0
(23)Ann GavzySR. VP LEGAL AFFAIRS (i)
(ii)
321,785
0
90,000
0
150,578
0
104,404
0
32,439
0
699,206
0
117,634
0
(24)Richard ScottSr. VP Clinical Effectiveness (i)
(ii)
399,752
0
120,000
0
29,390
0
91,118
0
31,795
0
672,055
0
0
0
(25)Rebecca WeberSr. VP/CIO (i)
(ii)
395,570
0
150,000
0
36,213
0
54,326
0
21,886
0
657,995
0
24,457
0
(26)Frank GoldsteinVP Physician Services (i)
(ii)
374,031
0
88,000
0
33,947
0
37,993
0
21,796
0
555,767
0
0
0
(27)Kim CarpenterVP Clinical Effectiveness (i)
(ii)
329,552
0
55,000
0
11,805
0
31,612
0
30,275
0
458,244
0
0
0
(28)Richard HaderSr. VP Nursing(TERMED 3/25/13) (i)
(ii)
165,212
0
0
0
3,860
0
11,617
0
7,399
0
188,088
0
0
0
(29)James MolloyVP Government Relations (i)
(ii)
295,370
0
70,000
0
6,655
0
31,589
0
31,909
0
435,523
0
0
0
(30)David BossVP Clinical Effectiveness (i)
(ii)
308,747
0
30,400
0
8,603
0
24,306
0
17,861
0
389,917
0
0
0
(31)Michelle MendelsonVP Meridian Home Care (i)
(ii)
233,187
0
57,500
0
18,887
0
29,177
0
30,590
0
369,341
0
0
0
(32)Marilyn KoczanVP Patient Financial Services (i)
(ii)
240,520
0
50,100
0
47,779
0
61,544
0
5,067
0
405,010
0
18,387
0
(33)Richard HandVP Finance (i)
(ii)
250,053
0
45,000
0
12,616
0
35,429
0
19,667
0
362,765
0
0
0
(34)Sherrie StringSr. VP Human Resources (i)
(ii)
348,294
0
90,000
0
28,365
0
51,550
0
24,503
0
542,712
0
0
0
(35)Joseph ReichmanVP Clinical Effectiveness (i)
(ii)
348,333
0
65,000
0
20,525
0
23,692
0
1,926
0
459,476
0
0
0
(36)Ramon SolhkhahMedical Chair (i)
(ii)
331,725
0
30,000
0
6,439
0
9,493
0
20,111
0
397,768
0
0
0
(37)Terry MannaVP Managed Care (i)
(ii)
274,439
0
55,200
0
23,328
0
21,706
0
29,544
0
404,217
0
0
0
(38)Anthony CavaVP/COO (i)
(ii)
278,670
0
55,600
0
9,679
0
29,555
0
21,805
0
395,309
0
0
0
(39)Margaret QuinnChief Med. Information Officer (i)
(ii)
288,134
0
38,924
0
14,145
0
34,302
0
28,359
0
403,864
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
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.
Return Reference Explanation
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 AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2013 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, $68,444; JOHN GANTNER, $1,394,866; SALVATORE INCIARDI, $154,760; STEVEN G. LITTLESON, $202,718; TIMOTHY J. HOGAN, $140,502; ANN B. GAVZY, ESQ., $117,634; ROBERT PALERMO, $21,789; MARILYN KOCZAN, $18,387; AND REBECCA WEBER, $24,457. 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 2013 FORM W-2, AS TAXABLE WAGES: ROBERT PALERMO, $15,000; JOSEPH P. COYLE, $148,768; REBECCA WEBER, $19,600; DEAN Q. LIN, $61,800, RICHARD SCOTT, MD, $62,400; MARILYN KOCZAN, $12,500; RICHARD HAND, $13,000 AND SHERRIE STRING, $43,900. 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 2013 FORM W-2, AS TAXABLE WAGES: JOHN K. LLOYD, $573,540; MARC H. LORY, $69,594; STEVEN LITTLESON $96,597; JOHN GANTNER, $86,952; TIMOTHY HOGAN, $57,483; SALVATORE INCIARDI, $44,066; ANN GAVZY, $71,351; AND JOSEPH COYLE, $33,522.
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 2013 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: ALAN CABASSO, M.D., $25,695; ELLIOT FRANK, M.D., $7,038; JEROME VERNICK, M.D., $24,900; MICHAEL BLEIMAN, M.D., $47,637; STEVEN W. KAIRYS, M.D., $21,302 AND MARK MARTENS, M.D., $10,250.
SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2013 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2013 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.
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 2013 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 2013 FORM W-2, BOX 1, AS TAXABLE WAGES: MARC H. LORY, $68,444; JOHN GANTNER, $1,394,866; SALVATORE INCIARDI, $154,760; STEVEN G. LITTLESON, $202,718; ANN B. GAVZY, ESQ., $117,634; TIMOTHY J. HOGAN $140,502; ROBERT PALERMO, $21,789; MARILYN KOCZAN, $18,387 AND REBECCA WEBER, $24,457.
Schedule J (Form 990) 2013

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 1993 SERIES   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  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
 
22-1987084 64579F3H4 05-08-2013 29,525,000 REFINANCE PRE-2003 BOND X     X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 2,770,000 7,090,000 1,965,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 61,213,687 16,032,128 8,261,446 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 8,056,495 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) 2013
Schedule K (Form 990) 2013
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 0.970 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.970 % 0 % 0 % 0 %
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 %      
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? . . . . . . . . X       X   X  
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . 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 the hedge terminated? . . . . . .   X           X
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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
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. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
ADDITIONAL SCHEDULES ARE INCLUDED  
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF INVESTMENT EARNINGS
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS OF $215,641,736 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT PREMIUM OF $8,279. Proceeds were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Jersey Shore Medical Center Obligated Group Issue, Series 1994, dated July 1, 1994 - Southern Ocean County Hospital Issue, Series 1997, dated November 15, 1997 - Meridian Health System Obligated Group Issue, Series 1999, dated July 1, 1999 - Southern Ocean County Hospital Issue, Series 2001, dated July 1, 2001
PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF $135,415,000 were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Meridian Health System Obligated Group Issue, Series 2003B, dated February 20, 2003 - Meridian Health System Obligated Group Issue, Series 2007 Tranche III, dated December 13, 2007 - Meridian Health System Obligated Group Issue, Series 2007 Tranche IV, dated December 13, 2007
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $29,525,000 AND TOTAL PROCEEDS OF $33,451,652 FOR THE BOND ISSUED ON 5/8/2013 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $3,926,469 AND INVESTMENT EARNINGS OF $183. Proceeds were used to refund the New Jersey Health Care Facilities Financing Authority Revenue Bayshore Community Hospital Issue, Series 2002, dated 1/15/2002.
Schedule K (Form 990) 2013

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 1993 SERIES   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  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
 
22-1987084 64579F3H4 05-08-2013 29,525,000 REFINANCE PRE-2003 BOND X     X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 2,770,000 7,090,000 1,965,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 61,213,687 16,032,128 8,261,446 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 8,056,495 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) 2013
Schedule K (Form 990) 2013
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 0.970 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.970 % 0 % 0 % 0 %
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 %      
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? . . . . . . . . X       X   X  
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . 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 the hedge terminated? . . . . . .   X           X
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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
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. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
ADDITIONAL SCHEDULES ARE INCLUDED  
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF INVESTMENT EARNINGS
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS OF $215,641,736 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT PREMIUM OF $8,279. Proceeds were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Jersey Shore Medical Center Obligated Group Issue, Series 1994, dated July 1, 1994 - Southern Ocean County Hospital Issue, Series 1997, dated November 15, 1997 - Meridian Health System Obligated Group Issue, Series 1999, dated July 1, 1999 - Southern Ocean County Hospital Issue, Series 2001, dated July 1, 2001
PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF $135,415,000 were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Meridian Health System Obligated Group Issue, Series 2003B, dated February 20, 2003 - Meridian Health System Obligated Group Issue, Series 2007 Tranche III, dated December 13, 2007 - Meridian Health System Obligated Group Issue, Series 2007 Tranche IV, dated December 13, 2007
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $29,525,000 AND TOTAL PROCEEDS OF $33,451,652 FOR THE BOND ISSUED ON 5/8/2013 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $3,926,469 AND INVESTMENT EARNINGS OF $183. Proceeds were used to refund the New Jersey Health Care Facilities Financing Authority Revenue Bayshore Community Hospital Issue, Series 2002, dated 1/15/2002.
Schedule K (Form 990) 2013

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 1993 SERIES   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  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
 
22-1987084 64579F3H4 05-08-2013 29,525,000 REFINANCE PRE-2003 BOND X     X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 2,770,000 7,090,000 1,965,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 61,213,687 16,032,128 8,261,446 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 8,056,495 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) 2013
Schedule K (Form 990) 2013
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 0.970 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.970 % 0 % 0 % 0 %
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 %      
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? . . . . . . . . X       X   X  
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . 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 the hedge terminated? . . . . . .   X           X
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
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
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. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
ADDITIONAL SCHEDULES ARE INCLUDED  
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF INVESTMENT EARNINGS
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS OF $215,641,736 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT PREMIUM OF $8,279. Proceeds were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Jersey Shore Medical Center Obligated Group Issue, Series 1994, dated July 1, 1994 - Southern Ocean County Hospital Issue, Series 1997, dated November 15, 1997 - Meridian Health System Obligated Group Issue, Series 1999, dated July 1, 1999 - Southern Ocean County Hospital Issue, Series 2001, dated July 1, 2001
PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF $135,415,000 were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Meridian Health System Obligated Group Issue, Series 2003B, dated February 20, 2003 - Meridian Health System Obligated Group Issue, Series 2007 Tranche III, dated December 13, 2007 - Meridian Health System Obligated Group Issue, Series 2007 Tranche IV, dated December 13, 2007
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $29,525,000 AND TOTAL PROCEEDS OF $33,451,652 FOR THE BOND ISSUED ON 5/8/2013 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $3,926,469 AND INVESTMENT EARNINGS OF $183. Proceeds were used to refund the New Jersey Health Care Facilities Financing Authority Revenue Bayshore Community Hospital Issue, Series 2002, dated 1/15/2002.
Schedule K (Form 990) 2013

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
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. 125,769 EMPLOYEE   No
(2) AURELIA HADER FAMILY MEMBER - KEY EMPL. 73,795 EMPLOYEE   No
(3) QUALCARE INC OFFICERS - GANTNER/LLOYD 4,260,148 CLAIMS ADMIN. - SEE PART V   No
(4) AMY DELANEY FAMILY MEMBER - Trustee 59,660 EMPLOYEE   No
(5) QUALCARE INC TRUSTEE - BUTTACI 4,237,498 CLAIMS ADMIN. - SEE PART V   No
(6) Christopher Scott Family Member - Key Empl. 97,469 Employee   No
(7) CAITLIN COYLE Family Member - Key Empl. 46,887 Employee   No
(8) PATRICK DELANEY FAMILY MEMBER - Trustee 80,112 EMPLOYEE   No
(9) Larson Whelan Fam Mem - Trustee/OFFICER 57,483 Employee   No
(10) Geralynn Koczan Family Member - Key Empl. 44,528 Employee   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
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 2013. Total fees paid to QualCare, Inc. were $4,237,498. Services were rendered at fair market value rates pursuant to arm's length negotiations.
Schedule L (Form 990 or 990-EZ) 2013

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.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
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 21 620,072 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 ( EMERGENCY PREPAREDNESS ) X 2 183,682 FMV
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 through 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) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. 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.
Return Reference Explanation
Schedule M (Form 990) (2013)
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.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Return Reference Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Meridians vision and foresight since its inception has created a comprehensive full continuum of care that is a model in the health care industry. By providing integrated services every step of the way, we ensure that our patients receive coordinated and seamless care from diagnosis to treatment to rehabilitation. The following updates demonstrate how we are tuned into the changing health care environment and remain committed to the optimal health and wellness of those we serve. Maintaining a Strong Beat Through Meridian CardioVascular Network ----------------------------------------------------------------- Meridian CardioVascular Network provides the most comprehensive heart and vascular services in the region. Its an overarching umbrella coordinating all aspects of heart and vascular care from research and education to diagnosis and treatment to rehabilitation and post-hospital care. Meridian became the only health care system in New Jersey to receive the highest designated Chest Pain Center Accreditation by the Society of Cardiovascular Patient Care (SCPC), distinguishing itself by providing the best care available for patients who present with symptoms of a heart attack. The accreditation was received after each of Meridians five hospitals successfully met stringent SCPC criteria, and verifies that Meridian CardioVascular Network provides a seamless, coordinated approach to cardiovascular care, which ensures the best outcomes for our patients. Several other areas of distinction were earned throughout the year, including: Heart Failure Accreditation by the Society of Cardiovascular Patient Care for Jersey Shore, Ocean and Riverview Medical Centers; three-star quality designation by the Society of Thoracic Surgeons for cardiac surgery at Jersey Shore University Medical Center; Get with the Guidelines Heart Failure Gold Quality Achievement Award from the American Heart Association for Jersey Shore; Lifeline Silver Quality Achievement Award by the American Heart Association for Riverview Medical Center; and distinction for Jersey Shore as one of only a handful of hospitals around the country performing the FDA-approved LARIAT(TM) Suture Delivery Device procedure. In 2013, Meridian continued its 365 Days of Heart campaign with engaging programs and services that brought increased attention to critical topics in cardiac and vascular health. Creative initiatives such as the Meridian Health Heart and Sole Cup reached experienced and novice athletes through a series of three 5K races in Monmouth and Ocean counties. More than 1,000 community members participated in the 2013 races, a significant milestone for this annual event. Fighting and Surviving With Meridian Cancer Care ------------------------------------------------ From the beginning, decisions about cancer treatment can be overwhelming for patients and their families. To help patients get back to the life and people they love, Meridian Cancer Care offers every medical advantage through the collaboration of dedicated specialists and a unique multidisciplinary approach to diagnosis, treatment, and recovery. This proactive approach to cancer treatment results in comprehensive, coordinated care throughout all Meridians hospitals, and the first and only "System Partner" of the Rutgers Cancer Institute of New Jersey, Meridians patient-oriented approach provides opportunities for both state-of-the-art care and research trials. In 2013, Xofigo became a new treatment option offered at Ocean Medical Center for men who have been diagnosed with advanced prostate cancer. Recently approved by the FDA and offered at a handful of community hospitals in the United States, this intravenous injection treats metastatic prostate cancer that is resistant to medical or surgical treatments, offering an increase in the patients life expectancy and improving quality of life. Big Care for Little Patients Through Meridian Pediatric Network --------------------------------------------------------------- Meridian Pediatric Network continues addressing and meeting the needs of our youngest patients and their families. In addition to providing access to more than 100 pediatric specialists and the full continuum of care for children in Monmouth and Ocean counties, enhanced services and programs keep the network evolving. Two brand new Pediatric Care Centers at Southern Ocean Medical Center and Ocean Medical Center were opened and provide a new care environment and guest experience for children and their parents. The Pawsitive Action Team, a team of characters from K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center, was introduced in 2008 as a fun and memorable way to educate children about making healthy choices. Since that time, over 50,000 children have been taught to eat right, stay fit, be safe and act responsibly. The Pawsitive Action team includes: Doctor Bernard, the director of Fun and Good Health at K. Hovnanian Childrens Hospital; Hopscotch, Doctor Bernard's bouncy buddy who's always on the move; and Picatso, Doctor Bernard's furry pal who keeps his mind healthy and strong through learning and creativity. Mind Matters at Meridian Neuroscience ------------------------------------- With 15 neurosurgeons on staff, Meridian continues to be among the states largest neuroscience programs. Jersey Shore University Medical Center is the only stroke rescue center in the region, performing advanced endovascular neurosurgery (1 of 13 in New Jersey). Illness or injury can happen at any time, and having an exceptional team of specialists available for life changing moments is critical. Thanks to Meridian Neuroscience, programs and services are close to home and available to diagnose and treat a range of conditions such as stroke, brain tumors, spine injuries, epilepsy, movement and memory disorders, and even sleep disorders. Meridians facilities continue their focus on excellence in neuroscience, as demonstrated by the following accomplishments throughout the year: Jersey Shore, Riverview and Ocean medical centers received the Gold Plus Performance Award from the American Heart Association (AHA)/American Stroke Association (ASA); and the Target Stroke Award from AHA/ASA and Joint Commission recertification as a primary stroke center was granted to Riverview Medical Center and Jersey Shore University Medical Center. Harry Carson, Hall of Famer and former New York Giant, continues to be the spokesperson for Meridian Neuroscience. Harry writes a monthly blog that can be viewed at MeridianHealth.com/HarryCarson. Online Appointments Help Patients Manage Their Health ----------------------------------------------------- In todays digital world, patients are constantly in search of new and better ways to manage their health, let alone their busy lives. Meridian Health Resources introduced a new service - ZocDoc instant online appointment scheduling which provides access to 95 of Meridians primary care, OB/GYN, and Ear, Nose and Throat physicians. Patients can utilize their computers, tablets, or mobile devices to use this free service and schedule appointments in the same manner they are accustomed to making restaurant and airline reservations. In its first few months, nearly 3,000 appointments were made with participating Meridian physicians. ZocDoc offers patients the opportunity to easily manage their care while better meeting their access and convenience expectations. Convenient Care, After Hours ---------------------------- Providing the right level of care, at the right time, are key elements that led Meridian and Ocean Medical Center to pilot a new service called AfterHours. Designed to offer a quick and convenient health care solution for non-emergent health needs, AfterHours locations were opened in Toms River in November 2013 and in Brick in March 2014. The model utilizes a nurse practitioner to treat patients of all ages during nights, weekends, and holidays. This new service creates enhanced access to after-hours care for patients with non-life threatening needs, while providing an option for physicians burdened by on-call demands. AfterHours is part of a larger strategy to improve access to care, which will include the development of Meridian Urgent Care sites in Monmouth and Ocean counties. Lighting the Shore After Superstorm Sandy ----------------------------------------- Hundreds of team members gathered in Jersey Shores Kurr Atrium to "Light the Shore" a year after Superstorm Sandy, to remember the fortitude and compassion that unified us, and to reflect on our communities continuing journey toward a brighter future. The event featured New Jersey Health Commissioner Mary E. ODowd, who spoke about the great partnership the Department had with Meridian during the storm. What Women Want --------------- As the primary health care decision makers for their families, women look for resources that are credible, accessible, and can deliver on "whats in it for me?" With that in mind, Mer
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Meridian Health Village at Jackson Offers One-Stop Access --------------------------------------------------------- Meridian Health created a revolutionary concept that will lead the way for health care delivery in the future with the Meridian Health Village at Jackson. The new 150,000 square-foot facility brings experienced clinicians, medical services, and a world-class fitness center close to home in a modern facility that combines elegant design and old-world charm. This state-of-the-art medical facility is a "one-stop shop" designed to offer both private health care services and services that are traditionally limited to locations within hospitals all under one roof in an easily accessible environment. Physician practices include pediatrics, internal medicine, family care, ob/gyn and womens services. As more components of the health village are added, community members will have access to cardiac diagnostic and rehab services, physical therapy, ambulatory surgery, pharmacy, diagnostic laboratory, and a conference center. There are also plans for comprehensive cancer services in the future. Residents of Jackson and the surrounding communities now have a convenient way to stay healthy, have access to Meridians continuum, and can fill most medical and wellness needs in one location. Jersey Shore University Medical Center -------------------------------------- New CardioVascular Intensive Care Unit Unveiled ----------------------------------------------- Jersey Shore opened a new CardioVascular Intensive Care Unit (CVICU) a 12-bed critical care unit providing post-operative care for cardiac surgery patients, including those who receive traditional open heart surgery and newer, complex interventional cardiovascular procedures. Jersey Shore is among the three largest programs in the state for cardiac surgery, cath and electrophysiology. Jersey Shore is among less then 100 hospitals in the country performing innovative TAVR surgery. The cardiac surgery program consistently ranks amongst the best in the Northeast and the team performed 831 cases last year. Jersey Shores new CVICU delivers the most advanced care available for cardiovascular patients requiring intensive monitoring, with an emphasis on patient comfort and convenience. Inpatient Diabetes Care & The Stroke Center Get The Gold! --------------------------------------------------------- Jersey Shore earned The Joint Commissions Gold Seal of Approval for its inpatient diabetes program by providing the best care available for patients with diabetes, and successfully meeting The Joint Commissions national standards for health care excellence and safety. Jersey Shore is the first hospital in central New Jersey to receive accreditation, a testament to the quality of Jersey Shores comprehensive approach towards inpatient diabetes care. The Stroke Center at Jersey Shore also continued to earn top honors a reflection of the programs commitment to excellence. The Stroke Center received reaccreditation of its Joint Commission Advanced Primary Stroke Certification, and was honored with The American Heart/American Stroke Association 2013 Get with the Guidelines Gold Plus Quality Achievement Award and the Honor Role Target Stroke Award. Recognitions from The American College of Surgeons -------------------------------------------------- The Commission on Cancer (CoC) of the American College of Surgeons accreditation recognizes Jersey Shores multidisciplinary team approach to diagnosing, treating, and rehabilitating patients with cancer. Only 30 percent of hospitals in the United States have received this designation, marking Jersey Shore as a center of excellence for cancer care. Additionally, Jersey Shores Trauma Center was recertified by The American College of Surgeons Committee on Trauma as a Level II Trauma Center. This achievement, first received by Jersey Shore in 1991, distinguishes the hospital as the only trauma center in Monmouth and Ocean counties to provide advanced trauma care. Research Advancements --------------------- As the home of Meridian Health Research Services, Jersey Shore conducts innovative research through clinical trials dedicated to advancing tomorrows medical breakthroughs. Jersey Shore was one of the few institutions in the state to participate in groundbreaking vaccine studies focused on eliminating hospital-acquired infection. In collaboration with the Center for Thyroid, Adrenal and Parathyroid Disease at Jersey Shore, the medical center was an international leader in trials investigating genetic changes in patients with endocrine cancers, such as thyroid and pancreatic cancer. Through programs in oncology, cardiology, neuroscience and pediatrics, researchers at Jersey Shore and Meridian provide our community with access to novel therapies, cutting-edge treatment, and new diagnostic possibilities. K. Hovnanian Childrens Hospital -------------------------------- Pediatric Intensive Care Unit Expansion --------------------------------------- Since 2007, K. Hovnanian Childrens Hospital has experienced tremendous growth in the demand for pediatric intensive care services. The recently expanded Pediatric Intensive Care Unit (PICU), which includes ten private rooms, enables the hospital to provide the most advanced health services for the regions sickest children, close to home. The unit sports a fun, shore-themed look, with state-of-the-art technology and spacious rooms. Emphasizing the importance of family support, each room features a convertible couch/bed for parents. Convient amenities, such as a conference room and pantry, are also available. With access to more than 100 pediatric specialists, the PICUs new home provides a healing space for caregivers to ensure that the critical needs of children are met. The Newest Arrival: Center for Breastfeeding -------------------------------------------- With the Center for Breastfeeding, Jersey Shore became the first hospital in the state to open an outpatient center providing lactation consultation and education services. As a Baby-Friendly designated hospital, Jersey Shore is recognized by the World Health Organization as providing optimal care for mothers and babies, and remains a leading state advocate in promoting and supporting mother-infant bonding practices as evidenced-based medicine with proven health benefits. A Sign of More Great Things to Come ----------------------------------- Bright, new K. Hovnanian Childrens Hospital signs welcome guests, and hint at big things happening for the smallest patients. So whats next for the childrens hospital? A completed expansion that includes more private rooms for kids and their families, a growing pediatric specialty care center, a continued expansion of intensive care services...and more eye-catching signs to match. We now have 44 pediatric beds, 10 pediatric intensive care unit beds and 21 neonatal intensive care unit beds - making us among the largest in the state. In terms of inpatient volume K. Hovnanian Childrens Hospital is the fourth largest in the state. As the first and most comprehensive provider of health care for kids in Monmouth and Ocean counties, K. Hovnanian Childrens Hospital continues to grow with the community, and the new campus look is a "sign" of more great things to come!
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Ocean Medical Center -------------------- Improving Access to Care ------------------------ As we work towards helping the population better manage their health, Ocean Medical Center achieved several milestones that are focused on providing easier and earlier access to care. The launch of two AfterHours sites now offers local residents a convenient place to get health care during evenings and weekends, with locations in Toms River and Brick. This new service creates enhanced access to after-hours care for patients with non-life threatening needs, and avoids unnecessary visits to the Emergency Department. For those patients with true emergencies, the opening of the Hirair and Anna Hovnanian Emergency Care Center established a new environment of care based upon tranquility, comfort, privacy and efficiency. This $82 million project tripled the footprint of the Center, increasing from 12,075 square feet to 44,300 square feet, featuring 49 large private emergency bays, a Pediatric Care Center with eight bays in a private observation area, and dedicated Emergency Behavioral Health and Express Care areas. This helps Ocean better meet current and projected patient demand, which is expected to increase with population aging and more residents acquiring health insurance through reform. Likewise, as health reform increases the need for primary care physicians (PCP) to manage an individuals health and wellness, Ocean successfully recruited 16 new PCPs for its service area. Surgical Services Expansion, Excellence --------------------------------------- Several new surgical services were introduced at Ocean Medical Center in 2013. Early in the year, cardiac services were expanded when a pacemaker program was introduced, providing a critical service at a very local level for community members. By mid-year, Ocean implemented a bariatric surgery program, where experienced experts perform gastric banding, sleeve gastrectomy, and gastric bypass surgeries for patients seeking surgical weight loss solutions. And, at the end of the year, Ocean acquired the daVinci Si Surgical System, adding the newest robotic technology for surgery to the medical centers robust services. These new services build upon a comprehensive surgical services program that has a keen focus on quality. In fact, Ocean was named one of the top four hospitals in New Jersey for surgical excellence in Consumer Reports magazine in 2013. Imaging Excellence Across All Modalities ---------------------------------------- With more than 143,000 imaging procedures performed, Ocean Medical Center earned the elite status of being accredited by the American College of Radiology (ACR) in all nine modalities, the only hospital in Ocean and Monmouth counties to achieve such an accomplishment in 2013. The breast MRI accreditation at Ocean completed the spectrum of ACR accreditations that an imaging facility can earn, with other modalities including breast ultrasound, Computed Tomography (CT), Magnetic Resonance Imaging (MRI), mammography, nuclear medicine, Positron Emission Tomography (PET), stereotactic breast biopsy, and ultrasound. This level of recognition is synonymous with exceptional performance, quality, and patient care delivered by Oceans entire team of board-certified radiologists, qualified technical staff, and management. Riverview Medical Center ------------------------ Surgical Renaissance -------------------- The investment in bringing the very best in surgery continues at Riverview Medical Center. Upon the successful completion of the Life.Changing. Campaign for Surgical Excellence, which raised $20 million to support the construction of Riverviews new 22,000 square foot center for surgical excellence, Riverview has also recently added the da Vinci Si Surgical System. The Meridian Center for Robotic Surgery at Riverview now provides even more options for minimally invasive surgery, allowing physicians to use the small incisions associated with traditional laparoscopic surgery, but with improved visualization and range of motion through robotically-assisted surgery. Today, more than 200 surgeons choose to perform their surgical procedures at Riverview. Imaging Makeover for Service and Technology ------------------------------------------- The Diagnostic Imaging Department at Riverview recently finished the complete renovation and installation of a new interventional radiology suite, along with reconstruction and expansion of the patient preparation and recovery area, providing better service for patients. This enhanced service is one of the many imaging modalities offered at our comprehensive and fully ACR-accredited Center. A new, state-of-the-art interventional suite will allow the Riverview Medical Center Diagnostic Imaging team to expand access to a wide range of diagnostic and therapeutic procedures such as: embolizations, paracentesis, thoracentesis, biopsies and arthrograms. A New Vision for Womens Health at Riverview and Bayshore --------------------------------------------------------- Bayshore and Riverview continue to enhance and coordinate services for the residents of Northern Monmouth County region. Over the past year, we introduced a new regional approach for care provided at the Womens Centers at Riverview Medical Center and Bayshore Community Hospital. Today, both Centers share clinical protocols, offer the latest technology, including Tomosynthesis or 3D mammography, as well as a fully fellowship-trained team of radiologists that cover both hospitals. This model, led by medical director, Bokran Won, M.D., provides consistent and exceptional care and evening and weekend hours that accommodate the varying lifestyles of women in our community. Bayshore Community Hospital --------------------------- Bayshores Heart Continues to Grow ---------------------------------- Incredible things are happening in the heart of Holmdel. In October of 2013, Bayshore qualified as a Primary Percutaneous Coronary Intervention hospital and is now approved to provide primary angioplasty procedures to patients experiencing a heart attack. Even more impressive, our team members and physicians have worked hard to maintain a door-to-balloon time well below the national average. As part of the Meridian CardioVascular Network, Bayshore joined the other hospitals of Meridian Health as an Accredited Chest Pain Center. Finally, as part of an effort to significantly improve Bayshores service capabilities, work is currently underway on the construction of two state-of-the-art OR-compatible labs that will perform complex endovascular, cardiovascular intervention, and interventional radiology procedures. An Awakening for Sleep and Wound Healing Services ------------------------------------------------- In 2013, Bayshore Community Hospital made significant additions to its array of services by opening the Center for Wound Healing and the Center for Sleep Medicine. As an outpatient wound management program, the Center for Wound Healing provides a larger and more modern healing environment that includes hyperbaric oxygen (HBO) treatment to better meet the needs of patients suffering from chronic and non-healing wounds. Lauding a wound healing rate consistently over 95 percent, the Center received the Center of Distinction Award. Additionally, a new six-bed Center for Sleep Medicine was opened and provides enhanced sleep medicine services in a larger, home-like environment that better meets the needs of adults and children. The Center is led by board-certified sleep medicine physicians and staffed by a team of trained sleep technologists who employ a comprehensive approach to diagnosing and treating sleep disorders. Southern Ocean Medical Center ----------------------------- A New Era of Emergency Care --------------------------- August 2013 marked the opening of a new, expanded Emergency Department at Southern Ocean Medical Center. This $22 million project expanded the facility to triple the size of the former Emergency Department and is the largest building project in the history of the medical center. The Center features 22 large and private emergency bays, raising emergency care to a new level with a renewed focus on privacy, convenience, and the guest experience. The facility includes space designed for behavioral health patients that is discreet, separate, and secure, and children have their own area within the Martin Truex Jr. Pediatric Care Center. Expanded triage and fast track areas provide better care and better service, thus improving the emergency experience for patients and family members, as well as for the doctors and nurses who deliver care. Hometown Hero Dedicates Pediatric Care Center --------------------------------------------- NASCAR driver and hometown hero Martin Truex Jr. joined with hospital team members and friends of the medical center to officially dedicate the Martin Truex Jr. Pediatric Care Center at Southern Ocean Medical Center in September 2013. The Pediatric Care Cente
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Partner Companies ----------------- Meridians partner companies continue to distinguish Meridians unique continuum of care that extends beyond the reach of our six hospitals. By integrating care across different geographic sites, Meridian succeeds in delivering multiple clinical services that are coordinated seamlessly for our patients. Meridian partner companies include ambulatory services, physician primary care network, Alert Ambulance, Meridian At Home, Meridian Nursing and Rehabilitation, Shore Rehabilitation Institute, Meridian Occupational Health, and more. A Strong Move With Meridian Fitness & Wellness ---------------------------------------------- It is Meridians goal to have a fitness and wellness center within a reasonable distance to every resident in Monmouth and Ocean counties. In December 2013, Meridian expanded its partnership with Tilton Fitness Management, a regional leader in health club operation, putting us well on our way to achieving our goal. The current partnership includes a network of five fitness centers in Manahawkin, Hazlet, Northfield, Galloway and Jackson. The Jackson location is the newest of the sites, featuring a 32,000 square foot state-of-the-art facility in the new Meridian Health Village. The center was so anticipated that it opened with over 2,000 members. Plans are now under way for a brand new facility in Brick. Care in the Comfort of Home --------------------------- In 2013, Meridian At Home continued its leadership as the largest provider of home health services in Monmouth and Ocean counties. Over 150,000 home health visits were made last year providing care, rehabilitation, and therapy to over 17,000 patients and their families allowing them to receive care in the comfort of their home. Meridian At Homes care team includes over 380 certified home health aides, 140 skilled nursing professionals, 80 licensed therapists, and 14 social workers. Meridian Hospice provided care and comfort to over 2,300 patients and their families. Strengthening Meridians Provider Network and Infrastructure ------------------------------------------------------------ Meridian continues to grow its physician enterprise, which now includes more than 300 employed doctors, including our faculty physicians at Jersey Shore University Medical Center. Meridian is recruiting additional primary care physicians to further build upon our extensive reach in Monmouth and Ocean counties to provide access to care in light of the shortage of primary care physicians. New infrastructure requirements for advanced quality and access initiatives were developed to support Patient Centered Medical Homes (PCMH) and achieved the highest level of National Committee for Quality Assurance (NCQA) PCMH Recognition for two practice locations. The Patient Centered Medical Home standards emphasize the use of systematic, patient-centered, coordinated care that supports access, communication, and patient involvement. Additionally, 17 clinicians received National Committee for Quality Assurance Diabetes Recognition for providing high quality care, bringing the total number of NCQA recognized clinicians to 24. Meridian Nursing & Rehab is Seeing Stars ---------------------------------------- Every day, families across the country are faced with the difficult decision of finding a nursing home to care for their loved one. Area residents can rest assure knowing that they have quality facilities close by with Meridian Nursing & Rehab. U.S. News & World Report, with data collected from the Centers for Medicare & Medicaid Services, awarded Meridian Nursing and Rehab facilities at Brick, Shrewsbury, Manor By the Sea in Ocean Grove, and Wall with the highest possible overall rating of five stars in their 2014 Best Nursing Homes report. Meridian Nursing and Rehab at Brick Awarded Advanced Certification in Heart Failure --------------------------------------------------------------------- The Joint Commission, in conjunction with The American Heart Association, recognized Meridian Nursing and Rehab at Brick as the only skilled nursing facility in New Jersey to receive the Advanced Certification in Heart Failure. Achievement of this certification signifies an organizations dedication to fostering better outcomes for patients in its heart failure program. The Advanced Certification in Heart Failure has demonstrated that Meridian Nursing and Rehab at Bricks services have met critical elements of performance to achieve long term success in improving outcomes for patients diagnosed with and being treated for heart failure. Shore Rehab among the Best in the Country ----------------------------------------- Shore Rehabilitation Institute, located on the campus of Ocean Medical Center, was named among the Best of 2013 Rehab Hospitals, Institutions, & Facilities in the nation by Rehab Management, which annually profiles the industrys top rehab hospitals and facilities based on the nominees recognized excellence in rehabilitation care and service to the community they serve. As one of the largest providers of inpatient and outpatient rehabilitation in the state, Meridian continues to deliver the best patient experience while helping individuals with disability attain optimal function. Foundation ---------- Exemplary Performance in Fundraising ------------------------------------ Meridian Health Affiliated Foundations was honored by the Association for Healthcare Philanthropy (AHP) for its exemplary performance in raising funds for its local communities health care needs. Meridian Health is one of 12 organizations throughout the United States and Canada that have received this designation of a sustaining high performer for three or more years over a six-year period. In fact, for the past five years, Meridian Health Affiliated Foundations has contributed to about 20 percent of Meridians bottom line. Some of the most recent significant contributions were aligned with the emergency department projects at Southern Ocean and Ocean Medical Centers. The campaign at Southern Ocean Medical Center raised more than $7.6 million for the new Emergency Department. At Ocean Medical Center, the foundation completed the matching gift from a donor, propelling Ocean to raise more than $10 million for the emergency department expansion. The generosity of the communities we serve allows Meridian Health Affiliated Foundations to ensure that everyone Meridian serves receives the highest level of care. Donor support enables us to raise funds that create and maintain new services and facilities, including advanced medical treatments, technologies, and environments that provide the best medical care in the region. Awards ------ Five in a Row! Meridian Makes FORTUNEs "100 Best Places to Work For" List --------------------------------------------------------------------- Meridian has been given the "high five" by FORTUNE Magazine, earning a coveted spot on the leading industry publications "100 Best Companies to Work For" list for an incredible five years in a row. Coming in at number 62 on FORTUNEs 2014 best companies list, Meridian continues to earn FORTUNE 100 acclaim for accomplishments that include low staff turnover and a remarkable 15 years or more of service for more than twenty percent of our team members. Meridian is also one of only ten health care organizations across the country to make this prestigious list. Meridian Health Among the Top New Jersey Employers 10 Years Running ------------------------------------------------------------------- The NJBiz "Best Places to Work in New Jersey" program was designed to identify, recognize, and honor the best places of employment in New Jersey who show a dedication to employee growth and quality of life. Meridian Health was recently honored for the tenth consecutive year as one of the few organizations in the state to be consistently recognized as an outstanding employer. Most Wired for the 14th Consecutive Year ---------------------------------------- Meridian Health was named to the 2013 "Most Wired" survey for the 14th year in a row, an honor that Meridian has received more times than any other existing health system in the state of New Jersey. Having received this award for 14 years is a reflection on the Meridians commitment to make the necessary investments to be at the leading edge of health care technology and care delivery. Meridian Health Ranked #1 on the Healthcare IT News List of Where to Work: Best Hospital IT Departments -------------------------------------------------------------------- Meridians IT Department recently received recognition for their collaborative work environment. The more than 200 members emonstrated their excellence by ranking first in this years Healthcare IT News Where to Work: Best Large Hospital IT Departments. Were "Exemplar" at Caring for Older Patients --------------------------------------------- Meridian has achieved "Exemplar" status for our NICHE (Nurses Improving Care for Healthsystem Elders)
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.
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.; 14 VOTING, 10 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 18 VOTING, 12 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 22 VOTING, 16 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 13 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 23 VOTING; 18 INDEPENDENT; - BAYSHORE COMMUNITY HOSPITAL FOUNDATION; 20 VOTING; 16 INDEPENDENT; - MERIDIAN PRACTICE INSTITUTE, INC.; 12 VOTING, 2 INDEPENDENT; - MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 10 INDEPENDENT;
CORE FORM, PART VI, SECTION A; QUESTION 2 JOHN GANTNER, JOHN K. LLOYD, FACHE and Norman Buttaci - BUSINESS RELATIONSHIP - BOARD MEMBERS OF QUALCARE, INC.
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"). 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.
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 WITH THE IRS.
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.
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.
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.
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.
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.
CORE FORM, PART XI; QUESTION 9 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - CHANGES IN PENSION BENEFITS AND PLAN ASSETS; $49,524,000 - NET TRANSFERS TO/FROM RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS; $(4,430,000) - NET ASSETS RELEASED FROM RESTRICION; $5,751,301 - OTHER CHANGES IN NET ASSETS; $296,001
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, 2013 AND DECEMBER 31, 2012; 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, 2013 AND DECEMBER 31, 2012; 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, 2013 AND DECEMBER 31, 2012; 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.
PART VII PART VII INCLUDES, AS OF DECEMBER 31, 2013, 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: ------------------------------- -Thomas J. Kononowitz (Chairperson)* -William Lawless, PhD (Vice Chairperson) -Joseph Mancini (Treasurer)* -Meredyth Armitage (Secretary)* -Marc H. Lory (President)* -Peter S. Reinhart, Esq. (IMMEDIATE PAST CHAIRPERSON) -Anthony T. Scardella, MD -John Flynn -Serena DiMaso, Esq. * -Frank Sharp, MD -John D. Gumina, MD -Richard Amdur, Esq. -Kathleen T. Ellis -Maureen Murphy, PhD -Peter S. Falvo, Jr., Esq. * -Douglas W. Chudzik, MD -John K. Lloyd, FACHE * -Norman V. Buttaci -Joseph Cauda, MD -Joseph P. Lattanzi, MD * -Raymond M. Masterson, MD -Edward Rittweger, MD -Thomas White, DO 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, FACHE (President)* -Edward R. McGlynn, Esq. * -Maurice Meyer III -Barry Weshnak * -John A. Giunco, Jr., Esq. -Kenneth Fitzsimmons, Esq. -William Himelman, Esq. * Meridian Home Care Services: ---------------------------- -Peter Raben (Chairperson)* -John Gantner (President)* -Salvatore Inciardi (Vice President and Secretary)* -Meredyth Armitage (Treasurer)* -Maris Lown * -Robert R. Stohrer * -John K. Lloyd, FACHE * -Janice Sweeney * -Bernard Natelson * -Georgina E. Petillo * Health Innovations Unlimited: ----------------------------- -Peter Raben (Chairperson)* -John Gantner (President)* -Salvatore Inciardi (Vice President and Secretary)* -Meredyth Armitage (Treasurer)* -Maris Lown * -Robert R. Stohrer * -John K. Lloyd, FACHE * -Janice Sweeney * -Bernard Natelson * -Georgina E. Petillo * 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 Meridian Practice Institute: ---------------------------- -Thomas J. Kononowitz (Chairperson)* -Marc H. Lory (Vice Chairperson)* -Robert Palermo (Treasurer) -Alan Cabasso, MD (Secretary) -Carl M. Marchetti, MD (President) -Elliot Frank, MD -David Kountz, MD -Mark G. Martens, MD -Steven G. Littleson * -Steven Kairys, MD -Jerome Vernick, MD -Barry Weshnak * Meridian Health Foundation: --------------------------- -Peter Cancro (Chairperson)* -Thomas J. Dolan (Vice Chairperson)* -Serena DiMaso, Esq. (Treasurer)* -Kevin L. Buckelew (Secretary)* -Joseph E. Stampe (President)* -Nancy Seidenstein -Carol Stillwell * -Joseph Albertelli * -Thomas J. Gravina * -Eric M. Kirsch, CFA * -Christian T. Koerner, MST, CPA, ABV * -John K. Lloyd, FACHE * -Joseph Mancini * -Martin F. Pfleger, Esq. * Bayshore Community Hospital Foundation: --------------------------------------- -Serena DiMaso, Esq. (Chairperson)* -Martin F. Pfleger, Esq. (Vice Chairperson)* -Barbara Ganz (Secretary) -Joseph E. Stampe (President)* -Nicholas R. Colisto -Louis R. Czubachowski -Adrian M. Pristas, MD -Gregory A. Buontempo -Moon Choo -Robert O'Donnell -Wendell Smith, Esq. -William Allingham -Fern Esposito * -Mollie Giamanco -Philip J. Scaduto -Evaristo Stanziale -Carol Stillwell * -Ross Zimmerman -John K. Lloyd, FACHE * -Timothy Hogan * Jersey Shore University Medical Center Foundation: -------------------------------------------------- -Peter Cancro (Chairperson)* -Eric M. Kirsch, CFA (Vice Chairperson)* -Philip L. Perricone (Treasurer) -William W. Wingard (Secretary) -Joseph E. Stampe (President)* -Anita Roselle -J. Scott Ferguson -Karen A. Goldblatt -Vincent J. Puma -William S. Walsh -T. Burt Barham -William C. Black -Walter R. Earle II -Kenneth D. Nahum, DO -Robert L. Sweeney, MD -John K. Lloyd, FACHE * -Steven G. Littleson * -Joanne Falcone Ocean Medical Center Foundation: -------------------------------- -Kevin L. Buckelew (Chairperson)* -Christian T. Koerner, MST, CPA, ABV (Vice Chairperson)* -Elizabeth A. Kelly (Secretary) -Joseph E. Stampe (President)* -Thomas R. Lake, III MD -Thomas J. Sexton -Dale L. Wegener -Nina Anuario -James A. Clarke, MD -Edward J. Dimon, Esq. -Holly R. Hubbell Lonsdale -Robert A. Monaco, MD -Vincent J. Vivona, DO, JD, FACP -Joseph Berardo -Richard A. Goldman -Joseph Leone Introna -James A. Urner -John K. Lloyd, FACHE * -Dean Q. Lin -Michael Oakes Riverview Medical Center Foundation: ------------------------------------ -Thomas J. Gravina (Chairperson)* -Joseph Albertelli (Vice Chairperson)* -Kristen S. Bunnell (Treasurer) -Nancy Mulheren (Secretary) -Joseph E. Stampe (President)* -Elizabeth Moody Schmalz Ferguson -William J. Marraccini -Margaret S. Riker -Howard M. Ross, MD -Richard J. Saker -Steven M. Scopellite -Negin Noorchashm Griffith -Lore Macdonald -Edward J. McKenna, Jr. -Robert Rechnitz -Lawrence W. Sykoff, EdD -Phillipa G. Woodriffe, MD -Mark DeVito -Peter T. Roselle -John K. Lloyd, FACHE * -Timothy J. Hogan * -Jennifer Smith Southern Ocean Medical Center Foundation: ----------------------------------------- -Thomas J. Dolan (Chairperson)* -Joseph Mancini (Vice Chairperson)* -Joseph T. O'Donnell (Treasurer) -Deborah Mathis (Secretary) -Joseph E. Stampe (President)* -Michael Bleiman, MD -Joan M. Hart -Marion A. Hergert -Joseph P. Lattanzi, MD * -David M. Nilsen -Angela Ominski -Robert R. Stohrer * -Michael Aaron, DO -Norman Barham -John Imperato -Peter S. Goldman -Robert J. Simmons -John K. Lloyd, FACHE * -Joseph P. Coyle -Suzette Whiting -Judy Brophy -Vicki Malone -Barbara Schmidt
ADDITIONS TO THE GROUP EXEMPTION EFFECTIVE FOR 2013, AS A RESULT OF MERGERS, THREE MERIDIAN HEALTH AFFILIATES WERE DELETED FROM THE MERIDIAN HEALTH GROUP EXEMPTION RULING VIA ITS ANNUAL GROUP EXEMPTION RULING UPDATE FILED WITH THE INTERNAL REVENUE SERVICE IN SEPTEMBER 2013. 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 SINCE THEY WERE MERGED INTO ORGANIZATIONS INCLUDED IN THIS FILING.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

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" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (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 988,903 3,291,005 SOCH PROP
 
(2) SOCH PROPERTIES 3 CLOCK BLD LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
51-0538953
REAL ESTATE NJ 217,296 1,542,880 SOCH PROP
 
(3) SOCH PROPERTIES 2 LLC
1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
26-0838981
REAL ESTATE NJ 134,073 447,759 SOCH PROP
 






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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled 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) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) COASTAL CO-OP OF NJ

1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3603146
PURCHASING NJ MHC
 
        No 0     90.000 %
(2) JFK Meridian Home Care Services Inc

1350 Campus Parkway
Neptune,NJ07753
27-3916732
Home Care NJ MHCS
 
        No 0     50.000 %










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) COASTAL MEDICAL INSURANCE LTD

44 CHURCH STREET 3RD FLOOR
HAMILTON,BERMUDAHA 12
BD
98-0166769
FINANCIAL VEHICLE BD NA
 
FOREIGN CORP.         No
(2) Meridian Health Ventures Inc

1350 Campus Parkway
Neptune,NJ07753
22-2550716
HEALTHCARE SVCS NJ N/A
C CORP.         No
(3) HCMC Inc

1350 Campus Parkway
Neptune,NJ07753
22-2620595
HEALTHCARE SVCS NJ N/A
C CORP.         No
(4) ASSISTED LIVING AT COLTS NECK INC

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

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

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

1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3571931
INACTIVE NJ NA
 
C CORP         No
(8) COMPASS HEALTHCARE INC

1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
22-3357958
HEALTHCARE SVCS NJ MH SYSTEM
 
C CORP.         No
(9) BAYSHORE CENTR FOR REHAB & PHYS THERAPY

1 BETHANY ROAD SUITE 43
HAZLET,NJ07730
22-3116637
INACTIVE NJ NA
 
C CORP.         No
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on 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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
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) - MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) - 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) - MERIDIAN PRACTICE INSTITUTE, INC. (FEID: 06-1755235)
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.
2013 MERGERS _____________________________________________________________________ ON APRIL 1, 2013 BAYSHORE COMMUNITY HOSPITAL (EIN 21-0744668) MERGED INTO MERIDIAN HOSPITALS CORPORATION (EIN 22-3471515) AND BAYSHORE HEALTH CARE CENTER, INC. (EIN 22-2715789) MERGED INTO MERIDIAN NURSING & REHABILITATION, INC. (EIN 52-1772578). ON JULY 29, 2013 COMPASS HEALTHCARE, INC. (EIN 22-3357958) MERGED INTO NEW COMPASS HEALTHCARE, INC. (EIN 46-3315778). NEW COMPASS HEALTHCARE, INC. (EIN 46-3315778) MERGED INTO COMPASS NEWCO, INC. (EIN 46-3308111). ON JULY 30, 2013 COMPASS NEWCO, INC. (EIN 46-3308111) MERGED INTO MERIDIAN HEALTH MANAGEMENT, INC. (EIN 22-2519699). ON AUGUST 1, 2013 THE FOLLOWING ENITIES MERGED: - MERIDIAN HEALTH MANAGEMENT, INC. (EIN 22-2519699) MERGED INTO HCMC, INC. (EIN 22-2620595). HCMC, INC. (EIN 22-2620595) CHANGED ITS NAME TO MERIDIAN HEALTH MANAGEMENT, INC. - MERIDIAN HEALTHWARES, BRICK (EIN 22-3571926) MERGED INTO BAYSHORE HEALTHCARE MANAGEMENT CORPORATION (EIN 22-2550716). BAYSHORE HEALTHCARE MANAGEMENT CORPORATION (EIN 22-2550716) CHANGED ITS NAME TO MERIDIAN HEALTH VENTURES, INC. - SOCH PROPERTIES, INC. (EIN 22-3846197) MERGED INTO MERIDIAN HEALTH REALTY CORPORATION (EIN 22-3200147)
2013 DISSOLUTIONS ______________________________________________________________________ THE FOLLOWING ENTITIES WERE DISSOLVED IN 2013: - BAYSHORE CENTER FOR REHAB & PHYS THERAPY (EIN 22-3116637) ON JUNE 10, 2013 - ASSISTED LIVING IN COLTS NECK, INC. (EIN 22-2567119) ON JULY 25, 2013 - MERIDIAN HEALTHWARES, WEST LONG BRANCH (EIN 22-3571931) ON DECEMBER 5, 2013
Schedule R (Form 990) 2013
Additional Data


Software ID:  
Software Version:  






TY 2013 AffiliatedGroupSchedule
Name:
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
EIN: 01-0649794
Affiliated Group Business Name:
Meridian Health System Inc
 
Address. Either US or Foreign Type:
1350 CAMPUS PARKWAY


NEPTUNE,
NJ
07753



 
 
EIN:
22-3474145
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
603,891
Total Lobbying Expenditures:
603,891
Other Exempt Purpose Expenditures:
1,578,291,147
Total Exempt Purpose Expenditures:
1,578,895,038
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0