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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 01-01-2014 , and ending 12-31-2014
BCheck if applicable:
CName of organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
50 Lake Ct 401 Rt 73 North No 400
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARLTON, NJ080533427
D Employer identification number

21-0634532
E Telephone number

G Gross receipts $ 776,568,247
F Name and address of principal officer:
RICHARD P MILLER
50 Lake Ct 401 Rt 73 North No 400
MARLTON,NJ080533427
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.Virtua.org
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 MediumBullet  
K Form of organization:
 
L Year of formation: 1885
M State of legal domicile: NJ
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Our mission is to help the community to be well, get well and stay well
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 9
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 4,854
6 Total number of volunteers (estimate if necessary) ............. 6 628
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 501,084
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 47,886
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,016,093 1,854,322
9 Program service revenue (Part VIII, line 2g) ......... 728,125,852 739,230,846
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,413,186 549,450
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 22,163,055 28,216,168
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 757,718,186 769,850,786
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
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) 275,563,927 272,624,400
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 403,477,815 415,414,303
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 679,041,742 688,038,703
19 Revenue less expenses. Subtract line 18 from line 12....... 78,676,444 81,812,083
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,665,005,496 1,792,474,817
21 Total liabilities (Part X, line 26)............. 870,331,652 891,835,619
22 Net assets or fund balances. Subtract line 21 from line 20..... 794,673,844 900,639,198
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 (2014)
Form 990 (2014)
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: We are dedicated to providing each patient and their family with an outstanding experience and ensuring the highest quality healthcare for the community. We are committed to providing our healthcare team with resources, technology and training, as well as with opportunities for professional growth.
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 $ 85,926,124 including grants of $   ) (Revenue $ 60,869,959 )
Services are also provided to those community members who are insured under medical assistance programs, such as the state administered Medicaid program. Reimbursement for these programs is less than the cost of the services provided by approximately $25 million, as estimated by management. Services are provided on both an inpatient and outpatient basis, including through emergency departments and clinics.
4b (Code:   ) (Expenses $ 17,462,712 including grants of $   ) (Revenue $ 3,107,364 )
Under the guidance of its community based Board of Trustees and the support of the physicians on its open medical staff, Virtua- West Jersey, a multi-hospital healthcare system, provides medically necessary services to individuals irrespective of their ability to pay. Programs are in place to identify and provide financial assistance to those in need. Some patients will qualify for charity care assistance under State of New Jersey defined eligibility criteria. Virtua- West Jersey augments the State's program with its own assistance program for which the criteria is less restrictive than that of the State program, providing assistance to individuals earning up to 500% of the federal poverty guidelines. Management estimates the total cost of charity care provided during 2014 to be approximately $14.4 million.
4c (Code:   ) (Expenses $ 21,334,124 including grants of $   ) (Revenue $ 15,286,988 )
Virtua provides a wide range of outpatient services to meet community need, including cancer care through our Cancer Education and Early Detection (CEED) program, primary and specialty care for infants, children, teens and adults through our Physician Charity Care and Early Intervention programs and our Camden Family Health Center. Virtua subsidizes women's clinics for gynecological and obstetrical care at our Centers for Women, as well as behavorial health at our Memorial Inpatient Psychiatric Care Unit. Virtua also provides emergency care through our Southstar and Mobile Intensive care units. The costs related to these services are in excess of reimbursements to Virtua.
(Code:   ) (Expenses $ 456,506,687 including grants of $   ) (Revenue $ 687,686,200 )
Additional Community Benefits, Such as:Community Health Improvement ServicesExpense of $2,215,431Revenue of $5,956Health Professions EducationExpense of $8,455,608Revenue of $1,797,144Subsidized Health ServicesExpense of $20,379,810Revenue of $15,284,422ResearchExpense of $304,291Revenue of $36,502Financial and In-kind ContributionsExpense of $273,814Revenue of $737Community Building ActivitiesExpense of $469,026Revenue of $1,262Providing Functional Patient Services for the HospitalsExpense of $424,408,707Revenue of $670,560,177
4d Other program services (Describe in Schedule O.)
(Expenses $ 456,506,687 including grants of $   ) (Revenue $ 687,686,200 )
4e Total program service expensesMediumBullet581,229,647
Form 990 (2014)
Form 990 (2014)
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 I..........
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 II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
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
Yes
 
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
 
No
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
Yes
 
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
Yes
 
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.........
14b
 
No
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 IV
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...
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) ....
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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2014)
Form 990 (2014)
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 domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
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................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) 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 "Yes," complete Schedule L, Part II................ Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
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
 
No
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
 
No
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..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
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
 
No
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 (2014)
Form 990 (2014)
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
609
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
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
4,854
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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
12
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
9
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
 
No
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletROBERT M SEGIN

50 LAKE CENTER DR 401 RT 73 N STE
MARLTON,NJ08053 (856) 355-0620
Form 990 (2014)
Form 990 (2014)
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) DENNIS FLANAGAN........................................................................
Chairman
1.00
.......................6.00
X           0 0 0
(2) DAVID KINDLICK........................................................................
Treasurer
1.00
.......................6.00
X           0 0 0
(3) PAULA FAIRLEY........................................................................
Vice Chairman
1.00
.......................6.00
X           0 0 0
(4) EDWARD B CLOUES........................................................................
Secretary
1.00
.......................6.00
X           0 0 0
(5) ANTHONY CHIGOUNIS........................................................................
Trustee
1.00
.......................6.00
X           0 0 0
(6) JEFFREY MORRIS MD........................................................................
Trustee
1.00
.......................6.00
X           0 0 0
(7) THOMAS KAY MD........................................................................
Trustee
1.00
.......................6.00
X           0 0 0
(8) JOHN SWEENEY........................................................................
Trustee
1.00
.......................6.00
X           0 0 0
(9) MARVIN SAMSON........................................................................
Trustee
1.00
.......................6.00
X           0 0 0
(10) FAYE MELOY........................................................................
Trustee
1.00
.......................6.00
X           0 0 0
(11) JOSEPH B HOWE........................................................................
Trustee
1.00
.......................6.00
X           0 0 0
(12) RICHARD P MILLER........................................................................
President/CEO
1.00
.......................47.00
X   X       0 1,898,701 37,395
(13) ROBERT M SEGIN........................................................................
EVP/CFO
1.00
.......................49.00
    X       0 1,199,809 44,676
(14) ALFRED CAMPANELLA........................................................................
EVP - Strategic Business G & A
1.00
.......................47.00
      X     0 1,039,166 44,533
(15) MICHAEL KOTZEN........................................................................
EVP - Population Health Mgmt
1.00
.......................45.00
      X     0 771,143 45,614
(16) GARY L LONG........................................................................
SVP - Population Health-South
40.00
.......................0.00
      X     0 595,725 44,445
(17) CHRISTOPHER A CHEKOURAS........................................................................
SVP - Virtua Post Acute & CBS
37.00
.......................3.00
      X     0 475,937 44,737
Form 990 (2014)
Form 990 (2014)
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) JOHN M MATSINGER........................................................................
EVP & Chief Clinical Office
1.00
.......................47.00
      X     0 424,780 44,743
(19) JAMES P DWYER........................................................................
EVP & CMO (End March 2014)
1.00
.......................47.00
      X     0 421,292 16,515
(20) BARRY GRAF........................................................................
SVP - Partnerships & Business Development
40.00
.......................0.00
      X     0 325,580 34,557
(21) THOMAS GORDON........................................................................
SVP - Chief Information Officer
1.00
.......................48.00
      X     0 282,447 41,137
(22) PATRICIA M LUBRANO........................................................................
AVP - Surgical Service Lines
40.00
.......................0.00
      X     244,653 0 8,387
(23) LISA C FERRARO........................................................................
VP Patient Care
40.00
.......................0.00
      X     210,667 0 28,151
(24) DEAN MAZZONI........................................................................
VP Operations - Marlton
40.00
.......................0.00
        X   286,105 0 40,778
(25) DEBRA MORAN........................................................................
VP Admininstrator - Marlton
40.00
.......................0.00
        X   252,930 0 41,476
(26) MARY FRANCES CAMPAGNOLO........................................................................
Director -Virtua Care ACO
40.00
.......................2.00
        X   196,724 0 20,422
(27) ANTHONIA SCHMIDT........................................................................
Surgery Center Administrator
40.00
.......................0.00
        X   195,496 0 10,268
(28) SCOTT ANDREW KASPER........................................................................
AVP - Emergency Services
40.00
.......................0.00
        X   192,004 0 41,581




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,578,579 7,434,580 589,415
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet295
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
VOORHEES PHYSICIANS LLC

PO BOX 636073
CINCINNATI,OH45263
RENT 9,522,034
CENTER FOR FAMILY GUIDANCE

PO BOX 306
MARLTON,NJ08053
PROFESSIONAL FEE 6,141,630
W J ANESTHESIA ASSOC

102 E CENTRE BLVD
MARLTON,NJ08053
ANESTHESIOLOGY SERVICES 5,275,573
MOORESTOWN PHYSICIANS LLC

PO BOX 636073
CINCINNATI,OH45263
RENT 4,583,985
TURNER CONSTRUCTION CO

1500 SPRING GARDEN ST STE 220
PHILADELPHIA,PA19103
CONTRACTOR 4,154,001
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 MediumBullet128
Form 990 (2014)
Form 990 (2014)
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  
d Related organizations...1d 532,012
e Government grants (contributions)1e 1,322,310
f All other contributions, gifts, grants, and
similar amounts not included above
1f
 
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 1,854,322
 Program Service RevenueAmt Business Code
2a NET PATIENT REV 624100 737,854,137 737,365,727 488,410  
b ANESTHESIA (CRNA) 621300 629,990 629,990    
c SCHOOL OF PARAMEDIC SC 611600 450,940 450,940    
d EMERGENCY CARDIO EDUCA 611600 122,879 122,879    
e LAB SERVICES 621500 4,507 -3,586 8,093  
f All other program service revenue . 168,393 168,393    
g Total. Add lines 2a–2f........MediumBullet 739,230,846
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 91,666     91,666
4 Income from investment of tax-exempt bond proceeds..MediumBullet 44,771     44,771
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 3,629,587  
b Less: rental expenses 3,629,587  
c Rental income or (loss) 0  
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 3,174,857 266,031
b Less: cost or other basis and sales expenses 2,292,230 735,645
c Gain or (loss) 882,627 -469,614
d Net gain or (loss)..........MediumBullet 413,013   4,581 408,432
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
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        
10a Gross sales of inventory, less
returns and allowances .
a 81,391
b Less: cost of goods sold ..b 59,999
c Net income or (loss) from sales of inventory..MediumBullet 21,392 21,392    
Miscellaneous Revenue Business Code
11a INC OF UNCONSOL J/V 621990 16,521,911 16,521,911    
b ROHRER FITNESS CENTER 624100 3,705,477 3,705,477    
c CAFETERIA 722210 3,250,501 3,250,501    
d All other revenue .... 4,716,887 4,716,887    
e Total. Add lines 11a–11d ...... MediumBullet 28,194,776
12 Total revenue. See Instructions......MediumBullet 769,850,786 766,950,511 501,084 544,869
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ....    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............    
4 Benefits paid to or for members ....    
5 Compensation of current officers, directors, trustees, and key employees .... 491,858 442,672 49,186  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages .... 210,204,812 188,604,275 21,600,537  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,810,694 7,929,625 881,069  
9 Other employee benefits ....... 37,900,640 33,896,065 4,004,575  
10 Payroll taxes ........... 15,216,396 13,649,827 1,566,569  
11 Fees for services (non-employees):        
a Management ...... 58,222 58,222    
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,277,159 2,621,727 655,432  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 46,521,640 30,209,912 16,311,728  
12 Advertising and promotion .... 129,320 105,495 23,825  
13 Office expenses ....... 100,148,317 93,588,499 6,559,818  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 23,276,437 14,813,466 8,462,971  
17 Travel ............ 387,480 365,600 21,880  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 12,282 5,923 6,359  
20 Interest ........... 20,016,979 20,016,979    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 70,213,406 56,170,725 14,042,681  
23 Insurance .............. 41,592 33,274 8,318  
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 System Allocation 123,847,807 99,078,246 24,769,561  
b UBI Tax 10,238   10,238  
c Bad Debt 11,824,524 11,824,524    
d Plant Maintenance 5,318,104   5,318,104  
e All other expenses 10,330,796 7,814,591 2,516,205  
25 Total functional expenses. Add lines 1 through 24e 688,038,703 581,229,647 106,809,056 0
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 (2014)
Form 990 (2014)
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 ............. 10,159 1 5,928,891
2 Savings and temporary cash investments ......... 71,406,587 2 75,216,287
3 Pledges and grants receivable, net ........... 589,930 3 662,445
4 Accounts receivable, net ............. 73,104,664 4 73,894,476
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
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
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 3,177,575 8 3,029,587
9 Prepaid expenses and deferred charges .......... 39,594,589 9 31,465,816
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,173,738,414
b Less: accumulated depreciation ..... 10b 489,736,630 714,091,209 10c 684,001,784
11 Investments—publicly traded securities .......... 722,588,378 11  
12 Investments—other securities. See Part IV, line 11 .....   12 822,418,181
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 40,442,405 15 95,857,350
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 1,665,005,496 16 1,792,474,817
Liabilities 17 Accounts payable and accrued expenses ......... 68,807,729 17 74,599,830
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 631,556,726 20 623,363,105
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 130,238 21 86,976
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..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 7,188,782 23 7,168,500
24 Unsecured notes and loans payable to unrelated third parties ....   24  
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.................... 162,648,177 25 186,617,208
26 Total liabilities. Add lines 17 through 25......... 870,331,652 26 891,835,619
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 .............. 792,536,162 27 898,449,206
28 Temporarily restricted net assets ........... 2,137,682 28 2,189,992
29 Permanently restricted net assets ...........   29  
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 ........... 794,673,844 33 900,639,198
34 Total liabilities and net assets/fund balances ........ 1,665,005,496 34 1,792,474,817
Form 990 (2014)
Form 990 (2014)
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
769,850,786
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
688,038,703
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
81,812,083
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
794,673,844
5
Net unrealized gains (losses) on investments ...............
5
47,837,358
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
-23,684,087
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
900,639,198
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.)..            
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 section 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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
 
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
 
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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
2014
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
         
f Administrative expenses ....          
g End of year balance ......          
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 Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
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 ................. 72,858,412   72,858,412
b Buildings ................ 461,950,908   144,576,735 317,374,173
c Leasehold improvements ............ 29,264,012   8,280,375 20,983,637
d Equipment ................ 586,016,397   336,879,520 249,136,877
e Other ................. 23,648,685     23,648,685
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 684,001,784
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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    
(3)Other
(A) Private Placement Fund
822,418,181 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 822,418,181
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
(1) Due from affiliates 36,029,873
(2) Other accounts receivable 1,886,274
(3) Goodwill, net 560,000
(4) Investment in subsidiary 57,381,203





Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 95,857,350
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  
Est Sttlmts Due to 3rd Pty Pyr 9,323,777
Due to Affiliates, non current 172,433,466
Other Liabilities 4,859,965






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 186,617,208
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) 2014

Schedule D (Form 990) 2014
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 (losses) 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
Part IV, Line 2b: TENANT ESCROW ACCOUNT FOR SECURITY DEPOSIT
Part X, Line 2: Virtua - West Jersey Health System, Inc. is a not-for-profit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. Virta - West Jersey Health System, Inc. is also exempt from state income taxes.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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 criteria used 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

 

No
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
 
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
 
 
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) ..
    17,462,712 3,107,364 14,355,348 2.120 %
b Medicaid (from Worksheet 3,
column a) ....
    85,926,124 60,869,959 25,056,165 3.710 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
           
d Total Financial Assistance
and Means-Tested
Government Programs .
    103,388,836 63,977,323 39,411,513 5.830 %
Other Benefits
    2,215,431 5,956 2,209,475 0.330 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    8,455,608 1,797,144 6,658,464 0.980 %
g Subsidized health services
(from Worksheet 6) ..
    20,379,810 15,284,422 5,095,388 0.750 %
h Research (from Worksheet 7)     304,291 36,502 267,789 0.040 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    273,814 737 273,077 0.040 %
j Total. Other Benefits ..     31,628,954 17,124,761 14,504,193 2.140 %
k Total. Add lines 7d and 7j .     135,017,790 81,102,084 53,915,706 7.970 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 2,600 12,277 34 12,243 0 %
3 Community support 4 6,010 209,615 564 209,051 0.030 %
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building 2 750 9,453 25 9,428 0 %
7 Community health improvement advocacy 4 1,037,000 232,847 626 232,221 0.030 %
8 Workforce development 1 7 4,834 13 4,821 0 %
9 Other            
10 Total 14 1,046,367 469,026 1,262 467,764 0.060 %
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
11,824,524
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
 
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
148,645,312
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
208,281,115
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-59,635,803
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 %
11 Virtua Radiation Oncology Associates LLC
 
Radiology Services 51.000 %   49.000 %
22 South Jersey Musculoskeletal Institute Inc
 
Surgical Center 51.820 % 0 % 0 %
33 Summit Surgical Center LLC
 
Surgical Center 54.740 % 0 % 0 %
44 Ambulatory Surgery Center at Virtua Washington Township
 
Surgical Center 65.270 % 0 % 0 %
55 Shore Ambulatory Surgery Center
 
Surgical Center 51.000 % 0 % 0 %
66 Rockland Surgical Project LLC Ramapo Valley Surgical Center
 
Surgical Center 51.000 % 0 % 0 %
77 Freehold Endoscopy Associates LLC
 
surgical Center 60.000 % 0 % 0 %
88 Center for Ambulatory and Minimally Invasive Surgery LLC
 
surgical Center 55.000 % 0 % 0 %
99 Virtua Adult Imaging Services at Voorhees LLC
 
Imaging Services 50.000 % 0 % 0 %
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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?3
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 Virtua - Voorhees
100 Bowman Drive
Voorhees,NJ08043
www.virtua.org
10405
X X         X     A
2 Virtua - Berlin
100 Townsend Avenue
Berlin,NJ08009
www.virtua.org
10407
X X         X     A
3 Virtua - Marlton
90 Brick Road
Marlton,NJ08053
www.virtua.org
10302
X X         X     A
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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)
Facility Reporting Group A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 13
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): www.virtua.org/about/community-action-plan
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Facility Reporting Group A
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

Facility Reporting Group A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Part V, Section B Facility Reporting Group A
Facility Reporting Group A consists of: - Facility 1: Virtua - Voorhees, - Facility 2: Virtua - Berlin, - Facility 3: Virtua - Marlton
Facility Reporting Group A Part V, Section B, line 5: Methodology:The CHNA was comprised of quantitative and qualitative research components. A synopsis of the CHNA research is included below with further details provided throughout the document:Quantitative Data:A Secondary Statistical Data Profile depicting population and household statistics, education and economic measures, morbidity and mortality rates, incidence rates, and other health statistics for Camden, Burlington, and Gloucester counties was compiled. A Household Telephone Survey was conducted with 2,480 randomly-selected community residents. The survey was modeled after the Center for Disease Control and Prevention's Behavioral Risk Factor Surveillance System (BRFSS) which assesses health status, health risk behaviors, preventive health practices, and health care access primarily related to chronic disease and injury. 4 Data Collection Sessions were held with 165 Camden City residents from diverse populations. Participants were administered an abbreviated version of the customized BRFSS survey tool. Responses were collected through wireless keypad technology.Qualitative Data:Key Informant Interviews were conducted with key community leaders. In total, 153 people participated, representing a variety of sectors including public health and medical services, non-profit and social organizations, children and youth agencies, and the business community. 6 Focus Groups were held with 65 community members in May 2013.Research PartnerVirtua contracted with Holleran, an independent research and consulting firm located in Lancaster, Pennsylvania, to conduct research in support of the CHNA. Holleran has over 20 years of experience in conducting public health research and community health assessments. The firm provided the following assistance:1) Analyzed and interpreted Secondary Data2) Conducted, analyzed, and interpreted data from Household Telephone Survey3) Conducted, analyzed and interpreted data from Key Informant Interviews4) Conducted focus groups with community membersCommunity engagement and feedback were an integral part of the CHNA process. Virtua sought community input through focus groups with community members, Key Informant Interviews with community stakeholders and inclusion of community partners in the prioritization and implementation planning process. Public health and health care professionals shared knowledge and expertise about health issues, and leaders and representatives of non- profit and community-based organizations provided insight on the community served by Virtua including medically underserved, low income, and minority populations.
Facility Reporting Group A Part V, Section B, line 6a: Virtua Health, Inc., Lourdes Health System, Kennedy Health System, Cooper University Health Care, and Inspira Medical Center
Facility Reporting Group A Part V, Section B, line 6b: Virtua Health, Inc., Lourdes Health System, Kennedy Health System, Cooper University Health Care, and Inspira Medical Center
Facility Reporting Group A Part V, Section B, line 11: Virtua's community health needs assessment (CHNA) was completed in conjunction with the Tri-County Health Assessment Collaborative, a partnership consisting of hospitals, health systems, and health departments within Virtua's tri-county service area encompassing Burlington, Camden, and Gloucester counties. The assessment examined a variety of indicators including risky health behaviors and chronic health conditions. Two areas identified as critical community needs are access to health care and certain chronic conditions. Relative to access to care, the major barriers identified were cost, transportation, and navigating care. A few actions have been taken relative to each barrier. Regarding the cost of care, Virtua continues to provide financial assistance to individuals and families who cannot qualify for the State's charity care program, by way of its own Charity Assistance Program (CAP). In comparison to the State's program, eligibility for CAP does not include an asset test and assistance is available for individuals and families with household income up to 500% of federal poverty guidelines, as compared to the State program limit of 300%. Virtua has also worked persistently to disseminate material for and to provide assistance to those who can enroll in the health insurance exchange. Virtua also provides financial counseling to ensure that those who can receive coverage do, so that lack of insurance is not a barrier to seeking care when needed.At its Camden facility, Virtua provides patient transportation to the Virtua- Camden Kyle Will Family Health Center. This is door-to-door service, offered five days a week, for patients who do not have another way to get to their appointments. The center works with patients at check-out to arrange transportation for their next office visit. Virtua has also developed a list of all transportation resources available for the community.Finding one's way though the health care system can be challenging. Virtua has taken a few steps to enhance navigating care. Virtua has created an access center which it leverages to connect individuals for specific areas of care, such as joint replacement, cancer, primary and specialty care, and also pre-hospital discharge calls for follow up plans and health screening services. Navigation can be facilitated based on cost barriers and insurance.Diabetes is one of the identified chronic conditions to address. Virtua is very active with regards to this. The Virtua Center for Nutrition and Diabetes Care provides self-management education and support for thousands of people with diabetes each year. The program has been recognized by the American Diabetes Association (ADA). Also offered are support groups at locations in all three counties, which include discussions on a wide range of diabetes topics such as medication management, healthy eating, and activity. Virtua has an annual Diabetes EXPO that provides health education, health screenings, family support and resources through local community agencies. Objectives also include expanding diabetes prevention and management education sessions to all community members, with focus on economically disparate populations, promoting increased awareness of risk factors for diabetes, and patient navigation for diabetes services.With regards to obesity, Virtua has expanded nutrition education services to all community members. Fitness activities at its health and wellness centers are promoted, and scholarships for memberships to Virtua's fitness centers are provided for economically challenged community members. Virtua has helped bring to Camden city a Farmer's Market in order to provide city residents access to fresh produce.Mental health and substance abuse is another chronic condition area identified. Virtua subsidizes its 24-hour inpatient psychiatric care unit at Virtua- Memorial Hospital and has partnered with the Center for Family Guidance to provide high-quality behavioral health services there and in all Virtua emergency rooms. Virtua- Camden's Children Achieving Success through Therapeutic Life Experiences (CASTLE) program provides therapeutic support to children ages 3 to 15 with emotional or behavioral challenges. While the majority of CASTLE patients are from the city of Camden, many families travel from across South Jersey as it is one of only a few programs of its high caliber to accept Medicaid. Virtua's Early Intervention Program (EIP) specialists evaluate children at home or in other environments, such as childcare sites, to determine if they are experiencing developmental delays. Parents do not need a physician referral to access the service. Virtua offers several services to help women throughout the postpartum adjustment period and beyond, including a weekly postpartum depression support group.Virtua has expanded its CEED (community outreach to reduce cancer) program in Camden and Burlington counties, in conjunction with community outreach programs. Virtua has worked to heighten awareness and utilization of navigation services for cancer. Promoting CT lung cancer screening for high risk patients has also been an objective as well as expanding and promoting a palliative care screening program throughout the continuum of care. Increased awareness and participation in cancer support groups is being targeted. Virtua's oncology clinical research team gathered data to improve cancer treatments and screening and detection methods.Virtua does community outreach that includes providing risk assessments focused on heart disease and stroke. Virtua navigates patients for cardiac services. Primary care practices are educated to engage patients in heart disease prevention and chronic heart disease management. Virtua's provides home based cardiac tele-monitoring. Through its cardiac rehab program, community members are educated and rehabilitated to recover and prevent future complications of heart disease.The partners to the Tri-County Health Assessment Collaborative bring particular strengths to the table with regards to addressing the findings of the CHNA. In addition to Virtua and the Health Departments of Burlington, Camden and Gloucester Counties, the other health systems in the collaborative are Cooper University Health Care, Kennedy Health System, Lourdes Health System, and Inspira Medical Center-Woodbury. Programmatically, these systems do not necessarily provide all services comprehensively within each of the noted chronic conditions. For example, while Virtua does not provide invasive cardiac services, others within the collaborative do. Accordingly, the coordination amongst the collaborative partners to coordinate efforts relative to the chronic conditions is a key way to leverage the strengths of each partner. This coordination is truly one of the benefits of the partnership, as opposed to each system working on issues independently.
Facility Reporting Group A Part V, Section B, line 16a website: www.virtua.org/patient-tools/financial-assistance-policy.aspx
Facility Reporting Group A Part V, Section B, line 16b website: www.virtua.org/patient-tools/financial-assistance-policy.aspx
Facility Reporting Group A Part V, Section B, line 22d: Under Virtua Health's Charity Assistance Program (CAP), individuals that document their income (total household income) to be below 500% of federal poverty guidelines will be provided an 88% reduction to charges. Individuals that qualified for a partial (less than 100%) charity care adjustment based on Chapter 160 criteria will receive an incremental reduction under the CAP to bring their total reduction to the maximum of the two programs.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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?1
Name and address Type of Facility (describe)
1 Virtua - Camden
1000 Atlantic Avenue
Camden,NJ08104
Hospital-based offsite Ambulatory Care Facility
2
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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
Part I, Line 6a The community benefit provided by the organization is included in the report prepared by a related organization, Virtua Health, Inc. This report is made available to the public via Virtua Health's website, www.virtua.org.
Part I, Line 7 A cost accounting system that addressed all patient segments was used to calculate the Financial Assistance, Means-Tested Government Programs (items 7a 7d) and subsidized health services (item 7g) cost. The calculation of cost for all other benefits (items 7e, 7f, 7h, and 7i) is based on actual cost.
Part II, Community Building Activities: Virtua supports many different community groups and organizations, focusing on those which are oriented toward health care and quality of life. Virtua staff conducts outreach across South Jersey, with particular emphasis on those areas hardest hit by the economy. Virtua's community building activities include providing meeting space at no cost to community organizations in order to encourage the development of non-profit, charitable organizations that serve, enhance and improve the health and welfare of our communities. They also include hosting weekly farmers markets (to improve nutrition and overall health); financial literacy training (teaches young students basic skills to manage personal finances); community day (provides free medical education and health screenings); community service (employees volunteer their time for community art shows, celebrations and to help other area non-profit organizations); senior dinner (providing a holiday meal for local senior residents); Health Insurance Exchange advertising (conducting an awareness campaign regarding counseling for HIX enrollment); promoting economic development and revitalization of the City of Camden; providing treatment for emotionally and/or behaviorally disturbed children; career transition (support, counsel and advise out of work residents on networking, resume development and interviewing skills); as well as offering internships (to provide students with practical knowledge and skills with the hope of attracting them to the healthcare field).
Part III, Line 2 Virtua estimates bad debt expense by evaluating the collectability of patient accounts receivable, analyzes historical data and identifies trends for each of its major payer sources of revenue to estimate the appropriate allowance for doubtful accounts and provision for bad debts.
Part III, Line 8 Virtua believes that it is appropriate to recognize the Medicare revenue shortfall as community benefit. It has been widely recognized that Medicare payment rates in aggregate have been set at a level that does not cover the total cost of care. By bearing the reimbursement shortfall resulting from the below cost Medicare payment level, Virtua and other hospitals are alleviating the government's burden which promotes the charitable purpose of the organization. The filed Medicare cost report is the basis for the allowable cost reported on line 6.
Part III, Line 9b Virtua is dedicated to providing the highest quality healthcare for our community, regardless of ability to pay. We recognize that the cost of healthcare can be an excessive financial burden for our uninsured patients. For our uninsured patients who were ineligible for State or Federal assistance (e.g., Healthcare for the Uninsured, Charity Care, Medicaid), there is an opportunity for financial relief under the Virtua Charity Assistance Program. If you meet the following criteria, you can be eligible for a significant reduction to your hospital bill:You have no insurance coverage. You are not eligible for Medicaid. You are not eligible for a 100% adjustment under the State of New Jersey Charity Care program. You are not eligible for reimbursement from any third party (e.g., lawsuit, employer, school, church). The gross annual income for your household is less than $200,452.
Part VI, Line 2: Virtua has been an active participant in initiatives undertaken by the three counties that comprise its primary service area in southern New Jersey: Burlington County, Camden County, and Gloucester County. Individually these counties have assessed the healthcare needs of their residents, which have resulted in the creation of three distinct reports: The Burlington County Community Health Improvement Plan, the Camden County Mobilizing for Action Through Planning and Partnership (MAPP) Coalition Community Health Improvement Plan, and Achieving a Healthier Gloucester County. Burlington County has identified as priorities emergency preparedness, nutrition and physical activity, preventative healthcare, environmental health, peace and well being including alcohol and drug abuse reduction, and parenting. Camden County priorities include obesity and nutrition, cardiovascular health, cancer, environmental health and mental health. In the Gloucester County assessment, priority areas include increasing awareness of existing services (health education), encouraging regular screenings and check-ups (especially for heart, cancer, diabetes, sexually transmitted diseases), and promoting healthy behaviors (especially diet and exercise).Virtua also is involved with the Camden City Healthy Futures Committee, which has conducted a health needs assessment of the city and has put action plans in place for each of the top health priorities identified. Priorities have been set relative to obesity (heart disease, diabetes, and stroke), access to care, the high cancer mortality rate, mental health, violence and safety, environmental health (lead poisoning and asthma) and family health (specifically teen pregnancy and access to dental care). Virtua also works with the Camden County Cancer Coalition, a group that has completed a cancer needs assessment for the county. Camden County's major strategy for eliminating disparities in cancer care is the Cancer Education and Early Detection (CEED) programs. There are CEED programs based at Virtua and they are the force behind the plans to increase minority screening rates, increase prostate cancer screening rates, and reduce smoking.Virtua participates on disaster and flu planning groups in both Burlington County and Camden County, as well as their public health planning committees. Part of the mission is to identify and determine how to address community public health needs. Virtua has implemented a risk assessment and screening process for admitted hospitalized in-patients with a multi-drug resistant organism, based on prevalence studies within the hospitals and community evaluation. These efforts have resulted in patient screening and isolation protocols. Through participation in various community meetings and forums, Virtua receives input from its service area relative to community health needs. Virtua also monitors community needs specific to its service lines and identifies available resources it can call upon to address them.
Part VI, Line 3: The availability of financial assistance is communicated in both English and Spanish in a variety of ways. Financial assistance information is provided by registration staff and is covered in financial counseling appointments. Brochures are distributed and also made available in the patient/family waiting areas. Bilingual signage is posted throughout the hospital, including in the emergency departments and outpatient registration areas. The admission booklet and handouts provided at registration/admission contain information about financial counseling and guidance should the patient have difficulty in paying their hospital bill. Availability of charity care assistance is also indicated on all statements and letters sent to patients. Virtua's website contains information on charity care assistance along with the application.On a one-to-one basis, financial counseling services are provided to patients that are uninsured or underinsured. Support is provided to help patients complete relevant applications for assistance under the State of New Jersey charity care program guidelines, the State of New Jersey Medicaid program, Virtua's own charity care program, and any other assistance for which they may be eligible. Completion of applications is conducted through bedside interviews with admitted patients, and via letters, phone calls, and field service visits to patient homes, when appropriate. Bilingual staff are available on-site and interpretation services are available over the phone.
Part VI, Line 4: Virtua Health, Inc. has four acute care hospitals. They fall under two legal entities, Virtua-West Jersey Health Systems, Inc. (Berlin, Marlton and Voorhees based hospitals) and Virtua-Memorial Hospital Burlington County, Inc. Virtua Health, Inc. is the largest health system in Southern New Jersey, serving approximately 1.3 million individuals residing in Burlington, Camden, and Gloucester counties. In addition to Virtua's four acute care hospitals, there are five other health organizations operating a combined total of eight hospitals (including one heart and lung specialty hospital) within these three counties.This area represents a variety of geographies and socioeconomic statuses, from the affluent suburbs of Philadelphia, to the rural, agricultural communities in eastern Burlington and southern Gloucester County, to the city of Camden where over 50 percent of individuals reside below the federal poverty level. The U.S. Department of Health and Human Services' Health Resources and Services Administration has designated Pemberton/Browns Mills (Burlington County), the city of Camden (Camden County), and Gloucester City as medically underserved areas or populations. Residents 65 and over represent a large percentage of the service area, and this population is projected to grow by 15.2 percent in the next five years. Though the Virtua service area is mostly Caucasian, minority populations are projected to experience the highest population growth over the next five years, particularly Hispanic and Asian communities. As such, Virtua is committed to providing care for the diverse and growing community.
Part VI, Line 5: Virtua has an accountable care organization (ACO) that currently oversees specific patient populations under agreements with Medicare and major managed care insurers in its region. The ACO's objective is to manage the health of the patient populations included in the program, advancing proper management of chronic health conditions and promoting overall health and wellness. Done effectively these will also have the related benefit of reducing the costs of healthcare. The ACO's scope is expected to expand moving forward in terms of the number of community members for which Virtua is responsible for their health and wellness.The Delivery System Reform Incentive Payment Program (DSRIP) is a program under the Affordable Care Act that incentivizes hospitals to improve health outcomes for community members. The objective is to develop an infrastructure that will produce measureable health outcomes improvement for a specific group of patients. It is a five year project under which each hospital selected one of sixteen disease oriented projects to focus on. For Virtua, diabetes management, one of the chronic conditions identified in the CHNA, is the area of focus. Virtua has provided "Survival Skills for Diabetes" education classes (with free transportation and lunch), health literacy and depression screening for all participants. Virtua's clinicians and staff provide health education to thousands of community members at hundreds of events. Included within these are diabetes screening and education, free diagnostic testing, cancer-specific education, paramedic safety education, free car seat safety checks, clinics for children to help dispel fear of hospitals, and other free classes attended by thousands of community members. Virtua clinicians also attend and participate in many events sponsored by the local communities. Virtua is also an active sponsor in many community wellness events, such as fitness runs.The members of Virtua's Board of Trustees are almost entirely from the local communities, many of which have spent most or all of their lives residing in. They are individuals with varying professional backgrounds, including some physicians. Because of their experiences from living in the hospital's primary service area, they are true advocates for the community. Virtua has utilized its financial resources to invest in projects, technologies, and programs that will contribute to improved health status for its community members. Within the last five years Virtua invested in constructing a new state-of-the-art digital hospital and outpatient centers that provide easy access to a wide variety of comprehensive services. The organization has an open medical staff that will provide privileges to qualified physicians from within the community.
Part VI, Line 6: Virtua- West Jersey Health System is a controlled entity of a community-owned health system, Virtua Health, Inc. In its entirety, Virtua Health Inc. consists of four acute care hospitals, two nursing homes, four health and wellness centers, eleven ambulatory surgery joint ventures, a physician organization, Virtua Retail, two home health agencies, a foundation, an insurance captive, Virtua CARES, and two strategic partnerships with Children's Hospital of Philadelphia and Fox Chase Cancer Center. Community benefit programs are coordinated across the entire health system. The individual hospitals will develop, implement, and fund programs specific to the needs of its local community. In addition, under the parent company's centralized Program of Excellence structure, initiatives are undertaken that have impact across all Virtua entities and communities.
Schedule H (Form 990) 2014
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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in 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) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1RICHARD P MILLERPresident/CEO (i)
(ii)
0
...............................
1,159,624
0
...............................
351,639
0
...............................
387,438
0
...............................
11,700
0
...............................
25,695
0
...............................
1,936,096
0
...............................
0
2ROBERT M SEGINEVP/CFO (i)
(ii)
0
...............................
518,730
0
...............................
517,766
0
...............................
163,313
0
...............................
11,700
0
...............................
32,976
0
...............................
1,244,485
0
...............................
0
3ALFRED CAMPANELLAEVP - Strategic Business G & A (i)
(ii)
0
...............................
426,317
0
...............................
118,759
0
...............................
494,090
0
...............................
11,700
0
...............................
32,833
0
...............................
1,083,699
0
...............................
0
4MICHAEL KOTZENEVP - Population Health Mgmt (i)
(ii)
0
...............................
494,773
0
...............................
133,326
0
...............................
143,044
0
...............................
11,700
0
...............................
33,914
0
...............................
816,757
0
...............................
0
5GARY L LONGSVP - Population Health-South (i)
(ii)
0
...............................
393,802
0
...............................
94,891
0
...............................
107,032
0
...............................
11,700
0
...............................
32,745
0
...............................
640,170
0
...............................
0
6CHRISTOPHER A CHEKOURASSVP - Virtua Post Acute & CBS (i)
(ii)
0
...............................
310,525
0
...............................
74,999
0
...............................
90,413
0
...............................
11,700
0
...............................
33,037
0
...............................
520,674
0
...............................
0
7JOHN M MATSINGEREVP & Chief Clinical Office (i)
(ii)
0
...............................
348,637
0
...............................
61,369
0
...............................
14,774
0
...............................
10,045
0
...............................
34,698
0
...............................
469,523
0
...............................
0
8JAMES P DWYEREVP & CMO (End March 2014) (i)
(ii)
0
...............................
140,994
0
...............................
142,351
0
...............................
137,947
0
...............................
7,637
0
...............................
8,878
0
...............................
437,807
0
...............................
0
9BARRY GRAFSVP - Partnerships & Business Develo (i)
(ii)
0
...............................
256,927
0
...............................
42,153
0
...............................
26,500
0
...............................
9,282
0
...............................
25,275
0
...............................
360,137
0
...............................
0
10THOMAS GORDONSVP - Chief Information Officer (i)
(ii)
0
...............................
238,381
0
...............................
35,066
0
...............................
9,000
0
...............................
9,679
0
...............................
31,458
0
...............................
323,584
0
...............................
0
11PATRICIA M LUBRANOAVP - Surgical Service Lines (i)
(ii)
204,833
...............................
0
30,820
...............................
0
9,000
...............................
0
6,375
...............................
0
2,012
...............................
0
253,040
...............................
0
0
...............................
0
12LISA C FERRAROVP Patient Care (i)
(ii)
174,373
...............................
0
27,294
...............................
0
9,000
...............................
0
8,821
...............................
0
19,330
...............................
0
238,818
...............................
0
0
...............................
0
13DEAN MAZZONIVP Operations - Marlton (i)
(ii)
240,004
...............................
0
37,101
...............................
0
9,000
...............................
0
6,806
...............................
0
33,972
...............................
0
326,883
...............................
0
0
...............................
0
14DEBRA MORANVP Admininstrator - Marlton (i)
(ii)
210,797
...............................
0
33,133
...............................
0
9,000
...............................
0
10,202
...............................
0
31,274
...............................
0
294,406
...............................
0
0
...............................
0
15MARY FRANCES CAMPAGNOLODirector -Virtua Care ACO (i)
(ii)
193,497
...............................
0
3,227
...............................
0
0
...............................
0
7,872
...............................
0
12,550
...............................
0
217,146
...............................
0
0
...............................
0
16ANTHONIA SCHMIDTSurgery Center Administrator (i)
(ii)
176,318
...............................
0
19,178
...............................
0
0
...............................
0
8,526
...............................
0
1,742
...............................
0
205,764
...............................
0
0
...............................
0
17SCOTT ANDREW KASPERAVP - Emergency Services (i)
(ii)
172,034
...............................
0
19,970
...............................
0
0
...............................
0
8,165
...............................
0
33,416
...............................
0
233,585
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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
Part I, Line 7 Some of the individuals listed on Form 990, Part VII, Section A, line 1a received discretionary non-fixed bonus payments.
Schedule J, Part I, Line 3 Virtua - West Jersey Health Systems, Inc. adopts the policies of Virtua Health, Inc. regarding establishing the compensation of the organization's CEO/Executive Director. The policy uses the following: Compensation Committee, Independent compensation consultant, written employment contract, compensation survey or study, and approval by the Virtua board or compensation committee.
Schedule J, Part I, Line 4b Virtua Health, Inc. provides a supplemental nonqualified retirement plan, plan described in Section 457(f) to the CEO, President, Executive Vice President and any other Corporate Officer, with the approval by the Compensation Committee of the Virtua Board. Payment Received from Virtua Health (related Org.) Richard P. Miller - $357,939 Robert M. Segin - $134,434 Alfred Campanella - $464,590 Michael Kotzen - $125,544 Gary L. Long - $80,532 Christopher A. Chekouras - $63,913 James P. Dwyer - $134,043
Schedule J (Form 990) 2014

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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 Benefiting 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) 2014
Schedule L (Form 990 or 990-EZ) 2014
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) REGIONAL WOMEN'S HEALTH GROUP
 
THOMAS KAY, MD/TRUSTEE OF VIRTUA/MEDICAL DIRECTOR OF REGIONAL WOMENS HEALTH 1,271,372 MEDICAL SERVICES FEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2014

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 990-EZ 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
2014
Open to Public
Inspection
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
Return Reference Explanation
Form 990, Part VI, Section A, line 6 Virtua Health, Inc. is the Sole Corporate Member.
Form 990, Part VI, Section A, line 7a The Virtua - West Jersey Health Systems, Inc. Governance Committee of the Board of Trustees makes recommendations for new membership and the Virtua Health, Inc. Board of Trustees gives the final approval.
Form 990, Part VI, Section A, line 7b The Chairs of the various committees of Virtua-West Jersey Health Systems, Inc. present their recommendations on significant matters to the full Virtua Health, Inc. Board of Trustees for their approval.
Form 990, Part VI, Section B, line 11 The form 990 is reviewed by in-house counsel, external tax consultants, and the Board of Trustees. A final copy of form 990 is provided to the Virtua Board prior to filing.
Form 990, Part VI, Section B, line 12c Virtua - West Jersey Health Systems, Inc. adopts the policies of Virtua Health, Inc. regarding monitoring and enforcing a conflict-of-interest policy. Virtua - West Jersey Health Systems, Inc. requires each Trustee, officer, key employee and member of a committee with Board-delegated powers to annually sign a statement in which they agree to comply with the conflict-of-interest policy. The Board of Trustees is responsible for ensuring that periodic reviews of operations are conducted so that the organization operates in a manner consistent with its charitable purposes and does not engage in activities that could jeopardize its status as an organization exempt from federal income tax. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the trustees and members of committees with board-delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining trustees or committee members shall decide if a conflict of interest exists.
Form 990, Part VI, Section B, line 15 Virtua - West Jersey Health Systems, Inc. does not compensate its executives; but rather, the executives receive compensation from Virtua Health, Inc. (EIN 22-3524939), a related entity. See Schedule J, Part III (reference to Schedule J, Part I, Line 3) for a description of the manner in which Virtua Health, Inc. utilizes to determine the compensation paid to the executives.
Form 990, Part VI, Section C, line 19 The organization's governing documents and conflict of interest policy were not made available to the public. Financial statements are available through the repository websites EMMA (Electronic Municipal Market Access System) and DAC (Digital Assurance Certification), or upon request.
Form 990, Part VII, Column A, Number 19 James P. Dwyer served as EVP/CMO until March 2014. Accordingly, the compensation reported on Form 990, Part VII and Schedule J is for a partial year.
Form 990, Part VII, Section A, Column B Each Officer and Key Employee is compensated by Virtua Health, Inc. (EIN 22-3524939), a related organization. Some Officers and Key Employees devote 40 hours a week to Virtua Health, Inc. The amount of time devoted to related organizations is dependent upon their involvement in those organizations. As a result, the total average hours per week for each Officer and Key Employees may vary.
Form 990, Part IX, line 11g Professional Fees: Program service expenses 16,925,564. Management and general expenses 411,970. Fundraising expenses 0. Total expenses 17,337,534. Outside Services: Program service expenses 12,337,594. Management and general expenses 15,899,758. Fundraising expenses 0. Total expenses 28,237,352. Agency: Program service expenses 867,587. Management and general expenses 0. Fundraising expenses 0. Total expenses 867,587. Other: Program service expenses 79,167. Management and general expenses 0. Fundraising expenses 0. Total expenses 79,167.
Form 990, Part IX, line 24e Cancer Screening: Program service expenses 3,756,420. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,756,420. Bond & LOC fees: Program service expenses 2,361,088. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,361,088. Patient Transportation: Program service expenses 0. Management and general expenses 1,771,250. Fundraising expenses 0. Total expenses 1,771,250. Health & Sr. Services Assessment Fee: Program service expenses 565,970. Management and general expenses 0. Fundraising expenses 0. Total expenses 565,970. Repairs & Maintenance: Program service expenses 234,805. Management and general expenses 331,133. Fundraising expenses 0. Total expenses 565,938. Rental/Cintron Beds: Program service expenses 434,644. Management and general expenses 0. Fundraising expenses 0. Total expenses 434,644. Heat & Air: Program service expenses 0. Management and general expenses 286,945. Fundraising expenses 0. Total expenses 286,945. Education & Development: Program service expenses 233,241. Management and general expenses 34,240. Fundraising expenses 0. Total expenses 267,481. Dues and Licenses: Program service expenses 177,578. Management and general expenses 68,680. Fundraising expenses 0. Total expenses 246,258. Activities: Program service expenses 2,480. Management and general expenses 23,885. Fundraising expenses 0. Total expenses 26,365. Waste Removal: Program service expenses 25,422. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,422. Recruitment: Program service expenses 22,643. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,643. Misc: Program service expenses 300. Management and general expenses 0. Fundraising expenses 0. Total expenses 300. Recognition: Program service expenses 0. Management and general expenses 72. Fundraising expenses 0. Total expenses 72.
Form 990 Part X Line 20 The amount reported on line 20 is the organizations' allocated amount of total bond issuance. The total bond issuance is reported by Virtua Health, Inc. on Schedule K(Tax ID #22-3524939)
Form 990, Part XI, line 9: Transfer with Affiliates - Net -23,684,087.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
VIRTUA - WEST JERSEY HEALTH SYSTEM INC
 
Employer identification number

21-0634532
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











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) Virtua Health Inc
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
22-3524939
Supporting Organization NJ 501 (c) (3) 11A N/A
Yes
 
(2) Virtua - Memorial Hospital Burlington County Inc
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
21-0634562
Acute Care Hospital NJ 501 (c) (3) 3 Virtua Health Inc
 
 
No
(3) Virtua Surgical Group PA
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
22-2580215
Surgical Physician Practice NJ 501 (c) (3) 9 N/A
 
No
(4) Virtua Health and Rehabilitation Center at Berlin Inc
100 Long-A-Coming Lane

Berlin,NJ08009
22-3554707
Rehabilitation Center and Nursing Home NJ 501 (c) (3) 3 Virtua Health Inc
 
 
No
(5) Virtua Health and Rehabilitation Center at Mount Holly Inc
62 Richmond Avenue

Mount Holly,NJ08060
22-2394675
Rehabilitation Center and Nursing Home NJ 501 (c) (3) 9 Virtua Health Inc
 
 
No
(6) Virtua Home Care - Community Nursing Services Inc
175 Madison Avenue

Mount Holly,NJ08060
21-0679591
Home Care NJ 501 (c) (3) 9 Virtua Health Inc
 
 
No
(7) Summit Health - Virtua Inc
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
52-1814579
Health and Wellness Services NJ 501 (c) (3) 3 Virtua Medical Group PA
 
 
No
(8) West Jersey Renew Inc
1000 Atlantic Avenue

Camden,NJ08104
22-3580917
Low Income Housing NJ 501 (c) (3) 9 Virtua Health Inc
 
 
No
(9) Memorial Hospital of Burlington County Foundation Inc
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
22-2337170
Fund Raising Foundation NJ 501 (c) (3) 7 Virtua Health Inc
 
 
No
(10) West Jersey Health & Hospital Foundation Inc
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
23-7414388
Fund Raising Foundation NJ 501 (c) (3) 7 Virtua Health Inc
 
 
No
(11) Virtua Health Foundation Inc
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
04-3722352
Fund Raising Foundation NJ 501 (c) (3) 7 Virtua Health Inc
 
 
No
(12) Virtua Medical Group PA
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
27-1348772
Physician Services NJ 501 (c) (3) 9 N/A
 
No
(13) West Jersey Health System Workers Comp Trust
50 Lake Center 401 Route 73 North S

Marlton,NJ08053
22-3142739
Worker Comp Trust NJ 501 (c) (3) 11A Virtua Health Inc
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) VIRTUA RADIATION ONCOLOGY ASSOCIATES LLC

100 BOWMAN DRIVE
VOORHEES,NJ08043
04-3849932
RADIOLOGY SERVICES NJ Virtua - West Jersey Health Systems Inc
 
RELATED 2,407,544 3,957,032   No   Yes   51.000 %
(2) SOUTH JERSEY MUSCULOSKELETAL INSTITUTE LLC

556 EGG HARBOR ROAD
SEWELL,NJ08080
20-4481032
SURGICAL CENTER NJ N/A
RELATED 3,983,002 2,558,739   No   Yes   51.820 %
(3) SUMMIT SURGICAL CENTER LLC

200 BOWMAN DRIVE SUITE D160
VOORHEES,NJ08043
73-1730859
SURGICAL CENTER NJ N/A
RELATED 1,825,818 11,695,486   No   Yes   54.740 %
(4) AMBULATORY SURGERY CENTER AT VIRTUA WASHINGTON TOWNSHIP LLC

239 HURRFVILLE-CROSS KEYS RD STE 18
SEWELL,NJ08080
20-8643005
SURGICAL CENTER NJ N/A
RELATED 112,853 -501,610   No   Yes   65.270 %
(5) SHORE AMBULATORY SURGERY CENTER LLC

405 BETHEL ROAD
SOMERS POINT,NJ08244
22-3778333
SURGICAL CENTER NJ N/A
RELATED 2,525,788 1,825,376   No   Yes   51.000 %
(6) ROCKLAND SURGICAL PROJECT LLC RAMAPO VALLEY SURGICAL CENTER

500 NORTH FRANKLIN TURNPIKE
RAMSEY,NJ07446
20-0580403
SURGICAL CENTER NJ N/A
RELATED 1,339,222 897,917   No   Yes   51.000 %
(7) FREEHOLD ENDOSCOPY ASSOCIATES LLC

222 SCHANCK ROAD SUITE 100
FREEHOLD,NJ07728
84-1634126
SURGICAL CENTER NJ N/A
RELATED 634,652 467,040   No   Yes   60.000 %
(8) CENTER FOR AMBULATORY AND MINIMALLY INVASIVE SURGERY LLC

234 INDUSTRIAL WAY BUILDING B
EATONTOWN,NJ07724
27-0907140
SURGICAL CENTER NJ N/A
RELATED 2,150,843 16,364,107   No   Yes   55.000 %
(9) VIRTUA ADULT IMAGING SERVICES AT VOORHEES LLC

50 Lake Center 401 Route 73 North S
MARLTON,NJ08053
46-4055781
IMAGING SERVICES NJ N/A
RELATED 1,863,353 4,698,181   No   Yes   50.000 %
(10) RADIATION THERAPY RENTAL WASHINGTON TOWNSHIP LLC

20 W STOW ROAD SUITE 8
MARLTON,NJ08053
27-1526973
MEDICAL RENTAL NJ N/A
                 
(11) VANTAGE SURGICAL CENTER LLC

180 ROUTE 70
MEDFORD,NJ08055
45-0516750
SURGICAL CENTER NJ N/A
                 
(12) MEMORIAL AMBULATORY SURGERY CENTER LLC

160 MADISON AVENUE
MT HOLLY,NJ08060
20-4941260
SURGICAL CENTER NJ N/A
                 
(13) MED MANAGEMENT ASSOCIATES LLC

2 BROAD STREET SUITE 400
BLOOMFIELD,NJ07003
45-5595099
MEDICAL MANAGEMENT SERVICES NJ N/A
                 
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) Virtua Assurance

76 Saint Paul St Suite 500
Burlington,VT05401
20-3025606
Captive Insurance Company VT N/A
C         No
(2) VRI Inc

50 Lake Center 401 Route 73 North S
Marlton,NJ08053
26-0247120
Health and Wellness NJ N/A
C         No










Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f 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
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
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
 
No
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
(1) Virtua Health and Rehabilitation Center at Mount Holly Inc

P 18,412,744 fair market value
(2) Virtua Health and Rehabilitation Center at Mount Holly Inc

Q 13,995,865 fair market value
(3) Virtua Health and Rehabilitation Center at Mount Holly Inc

I 3,797,448 fair market value
(4) Virtua Health Foundation Inc

C 455,733 fair market value
(5) Virtua Health Foundation Inc

P 2,469,708 fair market value
(6) Virtua Health Foundation Inc

Q 1,321,838 fair market value
(7) Virtua Surgical Group PA

P 13,031,739 fair market value
(8) Virtua Surgical Group PA

Q 9,156,969 fair market value
(9) Virtua Surgical Group PA

I 3,180,407 fair market value
(10) Virtua Home Care - Community Nursing Services Inc

Q 1,139,640 fair market value
(11) Virtua Home Care - Community Nursing Services Inc

P 1,655,911 fair market value
(12) Virtua Home Care - Community Nursing Services Inc

I 448,844 fair market value
(13) Virtua Medical Group PA

I 15,146,987 fair market value
(14) Virtua Medical Group PA

P 106,190,453 fair market value
(15) Virtua Medical Group PA

Q 61,112,698 fair market value
(16) Virtua Health and Rehabilitation Center at Berlin Inc

P 14,712,177 fair market value
(17) Virtua Health and Rehabilitation Center at Berlin Inc

Q 15,502,015 fair market value
(18) Virtua Health and Rehabilitation Center at Berlin Inc

I 92,517 fair market value
(19) Virtua - Memorial Hospital Burlington County Inc

P 230,288,272 fair market value
(20) Virtua - Memorial Hospital Burlington County Inc

Q 30,213,367 fair market value
(21) Virtua - Memorial Hospital Burlington County Inc

S 340,524,379 fair market value
(22) Virtua Health Inc

P 326,188,372 fair market value
(23) Virtua Health Inc

Q 218,419,848 fair market value
(24) Virtua Radiation Oncology Associates LLC

P 14,241,037 fair market value
(25) Virtua Radiation Oncology Associates LLC

Q 14,460,592 fair market value
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version: