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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1350 CAMPUS PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEPTUNE, NJ07753
D Employer identification number

01-0649794
E Telephone number

G Gross receipts $ 1,728,935,044
F Name and address of principal officer:
JOHN K LLOYD FACHE
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.meridianhealth.com
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet3827
K Form of organization:
 
L Year of formation: 1997
M State of legal domicile: NJ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTH CARE SERVICES
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 13,431
6 Total number of volunteers (estimate if necessary) ............. 6 2,379
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 97,748
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 11,215
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 24,990,350 19,609,529
9 Program service revenue (Part VIII, line 2g) ......... 1,541,333,961 1,670,674,406
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 29,484,404 21,767,867
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 12,052,208 14,813,998
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,607,860,923 1,726,865,800
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 630,620 500,943
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) 763,850,136 784,083,080
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,034,101    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 733,885,198 796,620,490
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,498,365,954 1,581,204,513
19 Revenue less expenses. Subtract line 18 from line 12....... 109,494,969 145,661,287
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,186,332,852 2,371,084,364
21 Total liabilities (Part X, line 26)............. 1,092,759,789 1,193,932,308
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,093,573,063 1,177,152,056
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: THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTH CARE SERVICES DELIVERED IN HOSPITAL, COMMUNITY AND IN-HOME SETTINGS, AND TO ADVANCING MEDICINE THROUGH CLINICAL EDUCATION AND RESEARCH. THE ORGANIZATIONS FOSTER A CULTURE OF EXCELLENCE WITHIN A COLLABORATIVE ENVIRONMENT. THEY ACTIVELY SEEK INNOVATIVE SOLUTIONS, TECHNOLOGIES AND PARTNERSHIPS TO SUPPORT SUSTAINABLE FINANCIAL GROWTH AND TO ENSURE THE COMMUNITIES THE ORGANIZATIONS SERVE HAVE ACCESS TO A COMPREHENSIVE CONTINUUM OF INTEGRATED SERVICES THAT MEET THEIR PRESENT AND FUTURE HEALTH CARE NEEDS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 208,269,385 including grants of $   ) (Revenue $ 231,815,373 )
EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY CARDIAC SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 2014 THE ORGANIZATION SERVICED 35,075 CARDIAC CASES FOR A TOTAL OF 53,128 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $ 141,228,676 including grants of $   ) (Revenue $ 151,361,797 )
EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY ONCOLOGY SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 2014 THE ORGANIZATION SERVICED 64,979 ONCOLOGY CASES FOR A TOTAL OF 24,573 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4c (Code:   ) (Expenses $ 118,880,106 including grants of $   ) (Revenue $ 118,121,927 )
EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY ORTHOPEDIC/REHABILITATION SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. DURING 2014 THE ORGANIZATION SERVICED 26,506 ORTHOPEDIC/REHABILITATION CASES FOR A TOTAL OF 35,830 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4d Other program services (Describe in Schedule O.)
(Expenses $ 672,952,663 including grants of $   ) (Revenue $ 1,169,591,683 )
4e Total program service expensesMediumBullet1,141,330,830
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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
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......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) .... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (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.. Click to see attachment
21
Yes
 
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........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 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
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (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
1,174
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
4
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13,431
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
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
25
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
16
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
NJ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJOSEPH LEMAIRE
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753 (732) 751-7500
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) Thomas J Kononowitz........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(2) William Lawless PhD........................................................................
Vice Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(3) Joseph Mancini........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(4) Meredyth R Armitage........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(5) Marc H Lory........................................................................
Trustee, Pres MHC (1/1-10/3)
 55.0
.......................5.0 		X   X       971,209 0 113,545
(6) Peter S Reinhart Esq........................................................................
Imm Past Chairperson/Trustee
 3.0
.......................5.0 		X   X       0 0 0
(7) Peter S Falvo Jr Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(8) Roger Thompson MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(9) Gordon N Litwin Esq........................................................................
Trustee
 3.0
.......................5.0 		X           0 0 0
(10) Peter Wegener Esq........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(11) Anthony T Scardella MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(12) John J Flynn........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(13) Serena DiMaso Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(14) Frank Sharp MD........................................................................
Trustee
 3.0
.......................0.0 		X           9,200 0 0
(15) John D Gumina MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 30,000 0
(16) Richard A Amdur Esq........................................................................
Trustee
 3.0
.......................5.0 		X           0 0 0
(17) Kathleen T Ellis........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
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) Maureen Murphy PhD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(19) John K Lloyd fache........................................................................
PRESIDENT/CEO - TRUSTEE
 55.0
.......................5.0 		X   X       2,494,288 0 1,069,210
(20) Norman V Buttaci........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(21) Joseph Cauda MD........................................................................
Trustee
 3.0
.......................3.0 		X           30,000 0 0
(22) Raymond M Masterson MD........................................................................
Trustee
 3.0
.......................3.0 		X           60,377 43,311 0
(23) Edward Rittweger MD........................................................................
Trustee
 3.0
.......................3.0 		X           31,346 0 0
(24) Thomas White DO........................................................................
Trustee
 3.0
.......................3.0 		X           32,600 0 0
(25) Thomas Yu MD........................................................................
Trustee
 3.0
.......................3.0 		X           20,000 0 0
(26) Martin M Barger Esq........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(27) Ronald Schrader........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(28) Christopher Carton........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(29) Kenneth Fitzsimmons Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(30) Maurice Meyer III........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(31) Barry Weshnak........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(32) John A Giunco Jr Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(33) Peter Raben........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(34) Salvatore Inciardi........................................................................
Pres/Trustee, Sr. VP Bus Dev
 52.0
.......................3.0 		X   X       726,220 0 118,436
(35) Michele Mendelson........................................................................
VP & Sec/Trustee, VP Home Care
 50.0
.......................0.0 		X   X       300,925 0 66,039
(36) Georgina E Petillo........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(37) Maris Lown........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(38) Janice Sweeney........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(39) Bernard Natelson........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(40) William Himelman Esq........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(41) Edward R McGlynn Esq........................................................................
Vice Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(42) Fern Esposito........................................................................
Secretary/Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(43) Marie G Tambaro........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(44) Brian Roper MD........................................................................
Trustee
 3.0
.......................0.0 		X           24,000 3,216 0
(45) Robert Palermo........................................................................
Treas/Trustee, VP Finance
 50.0
.......................0.0 		X   X       423,268 0 80,255
(46) Alan Cabasso MD........................................................................
Secretary/Trustee, MPI Phys
 3.0
.......................0.0 		X   X       0 255,402 83,647
(47) Carl M Marchetti MD........................................................................
Pres/Trustee, PresIDENT MPI
 27.5
.......................0.0 		X   X       218,207 0 48,152
(48) Steven Kairys MD........................................................................
Trustee, MPI PhysICIAN
 3.0
.......................0.0 		X           0 449,729 73,792
(49) Elliot Frank MD........................................................................
Trustee, MPI PhysICIAN
 3.0
.......................0.0 		X           0 455,037 77,010
(50) David Kountz MD........................................................................
Trustee, MPI PhysICIAN
 3.0
.......................0.0 		X           284,395 0 63,018
(51) Mark G Martens MD........................................................................
Trustee, MPI PhysICIAN
 3.0
.......................0.0 		X           0 517,518 43,992
(52) Thomas J Dolan........................................................................
Chairperson/Trustee
 3.0
.......................6.0 		X   X       0 0 0
(53) Joseph Stampe........................................................................
Pres/Trustee, Pres Foundations
 55.0
.......................0.0 		X   X       293,191 0 36,067
(54) Nancy Seidenstein........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(55) Philip J Scaduto........................................................................
Vice Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(56) Martin F Pfleger Esq........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(57) Carol Stillwell........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(58) Gregory A Buontempo........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(59) Moon Choo........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(60) Wendell Smith Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(61) William Allingham........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(62) Mollie Giamanco........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(63) Evaristo Stanziale........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(64) Ross Zimmerman........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(65) Angelo DeRosa........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(66) Adrean M Pristas MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(67) Andrij Rudko........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(68) Peter Cancro........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(69) Eric M Kirsch CFA........................................................................
Vice Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(70) Vincent J Puma........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(71) Philip L Perricone........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(72) J Scott Ferguson........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(73) Karen A Goldblatt........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(74) William S Walsh........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(75) T Burt Barham........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(76) William C Black........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(77) Walter R Earle II........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(78) Kenneth D Nahum DO........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(79) Robert L Sweeney DO........................................................................
Trustee
 3.0
.......................0.0 		X           0 19,675 0
(80) Suzanne Citron........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(81) John F Reinhardt........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(82) Marilyn G Trapani........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(83) Steven G Littleson........................................................................
Trustee, Pres MHC(EFF 10/3/14)
 55.0
.......................5.0 		X   X       1,005,823 0 178,190
(84) Pamela N Talerico........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(85) Richard A Goldman........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(86) Joseph Berardo Jr........................................................................
Vice Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(87) Robert G Harms........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(88) Holly R Hubbell Lonsdale........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(89) Nina Anuario........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(90) James A Clarke MD........................................................................
Trustee, VP Primary Care
 50.0
.......................0.0 		X   X       445,916 0 43,095
(91) Edward J Dimon Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(92) Christian T Koerner MST CPA ABV........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(93) Robert A Monaco MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(94) Vincent J Vivona DO JDFACP........................................................................
Trustee - PHYSICIAN
 3.0
.......................0.0 		X           0 127,218 21,802
(95) Joseph Leone Introna........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(96) Elizabeth A Kelly........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(97) James A Urner........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(98) Thomas R Lake III MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 14,455 0
(99) A Dale Bud Mayo........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(100) Dean Q Lin........................................................................
Pres/Trustee, PresIDENT OMC
 55.0
.......................0.0 		X   X       595,000 0 98,538
(101) Harriet Donnelly........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(102) Louis John Dughi Esq........................................................................
Trustee
 3.0
.......................0.0 		X   X       0 0 0
(103) Arthur K Mark MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 4,200 0
(104) Matthew Lang........................................................................
Trustee, ExecUTIVE Dir. OMCF
 40.0
.......................0.0 		X           110,985 0 23,152
(105) Thomas J Gravina........................................................................
Chairperson/Trustee
 6.0
.......................0.0 		X   X       0 0 0
(106) Joseph Albertelli........................................................................
Vice Chairperson/Trustee
 6.0
.......................0.0 		X   X       0 0 0
(107) Steven M Scopellite........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(108) Nancy Mulheren........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(109) Kristen S Bunnell........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(110) Negin Noorchashm Griffith........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(111) Lore Macdonald........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(112) Edward J McKenna Jr........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(113) Robert Rechnitz........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(114) Lawrence W Sykoff EdD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(115) Phillipa G Woodriffe MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(116) Mark DeVito........................................................................
Trustee
 3.0
.......................0.0 		X           0 1,720 0
(117) Peter T Roselle........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(118) Richard J Saker........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(119) Hilary DiPiero........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(120) Shawn Reynolds........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(121) Danielle Sherwood-Schultz........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(122) Jonathan B Schultz........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(123) Charles E Komar........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(124) Benedict J Torcivia Jr........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(125) Timothy J Hogan........................................................................
Trustee, Regional Pres RMC/BCH
 55.0
.......................0.0 		X   X       844,785 0 132,032
(126) Jennifer Smith........................................................................
Trustee, ExecUTIVE Dir. RMCF
 40.0
.......................0.0 		X           139,352 0 29,204
(127) Joseph T O'Donnell........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(128) Deborah Mathis........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(129) Robert R Stohrer........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(130) Michael Aaron DO........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(131) Michael Bleiman MD........................................................................
Trustee, MPI Phys
 3.0
.......................0.0 		X           5,000 386,003 15,039
(132) John Imperato........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(133) Peter S Goldman........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(134) Robert J Simmons........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(135) Joan M Hart........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(136) Joseph P Lattanzi MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 25,000 0
(137) David M Nilsen........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(138) Angela Ominski........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(139) Joseph P Coyle........................................................................
Trustee, President SOMC
 55.0
.......................0.0 		X   X       1,269,213 0 108,128
(140) Deborah B Allen........................................................................
Trustee, ExecUTIVE Dir. SOMCF
 40.0
.......................0.0 		X           120,159 0 16,528
(141) Suzette Whiting........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(142) Phyllis Buttermark........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(143) Barbara Schmidt........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(144) Barbara Bordoni........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(145) Edward Walters Jr........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(146) Sean Kauffman........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(147) Joseph Lemaire........................................................................
Exec VP/CFO (EFF 6/30/14)
 55.0
.......................5.0 		      X     860,801 0 396,115
(148) Timothy Nolan........................................................................
EVP Meridian Health SolUTIONS
 60.0
.......................0.0 		      X     831,639 0 38,191
(149) Rebecca Weber........................................................................
SENIOR VP & CIO
 55.0
.......................0.0 		      X     570,955 0 81,945
(150) Ann Gavzy........................................................................
SENIOR VP Legal Affairs
 55.0
.......................0.0 		      X     617,660 0 140,332
(151) Sherrie String........................................................................
SENIOR VP Human Resources
 55.0
.......................0.0 		      X     481,756 0 82,359
(152) Richard Scott MD........................................................................
Sr. VP Clin Eff (1/1 - 8/15)
 55.0
.......................0.0 		      X     469,297 0 118,761
(153) Kim Carpenter MD........................................................................
Sr. VP Clinical Effectiveness
 55.0
.......................0.0 		      X     443,795 0 68,310
(154) Joseph Reichman MD........................................................................
VP Clinical Effectiveness
 50.0
.......................0.0 		      X     404,970 0 27,392
(155) Marilyn Koczan........................................................................
VP Patient Financial Services
 50.0
.......................0.0 		      X     369,940 0 70,089
(156) Terry Manna........................................................................
VP Managed Care
 50.0
.......................0.0 		      X     364,423 0 60,391
(157) Richard Hand........................................................................
VP Finance
 50.0
.......................0.0 		      X     341,458 0 57,162
(158) Ian Leber MD........................................................................
VP Clinical Effectiveness
 50.0
.......................0.0 		      X     349,290 0 43,533
(159) Theodore Zaleski MD........................................................................
VP Clinical Eff (EFF 6/30/14)
 50.0
.......................0.0 		      X     153,296 0 17,583
(160) David Boss........................................................................
VP Clinical Eff (1/1 - 6/21)
 50.0
.......................0.0 		      X     110,006 0 10,495
(161) Frank Goldstein........................................................................
VP Physician Services
 50.0
.......................0.0 		        X   470,597 0 65,124
(162) James Molloy........................................................................
VP Government Relations
 50.0
.......................0.0 		        X   381,352 0 51,506
(163) Maureen Buono........................................................................
VP Clinical Integration
 50.0
.......................0.0 		        X   357,743 0 7,773
(164) Ramon Solhkhah........................................................................
Dept of Psychiatry Chair
 50.0
.......................0.0 		        X   355,041 0 22,820
(165) Margaret Quinn........................................................................
Sr. Director Health Info.
 50.0
.......................0.0 		        X   340,375 0 73,453
(166) John Gantner........................................................................
FORMER OFFICER
 0.0
.......................0.0 		          X 361,115 0 72
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 19,090,968 2,332,484 3,972,277
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,199
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
Yes
 
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
EMERACUTE CARE MEDICAL CO-NE INC,
440 STEVENS AVE SUITE 150
SOLANA BEACH,CA92075 		MEDICAL 8,554,786
QUALCARE INC,
30 Knightsbridge Rd
PISCATAWAY,NJ08854 		CLAIMS ADMIN. 4,339,877
TORCON,
328 Newman Springs ROAD
RED BANK,NJ07701 		CONSTRUCTION 6,048,144
Siemens Medical Solutions USA Inc,
PO Box 7777 W3580
PHILADELPHIA,PA19175 		Systems Support 4,293,927
PRC Construction Co Inc,
40 Monmouth Park Highway
WEST LONG BRANCH,NJ07764 		CONSTRUCTION 3,920,885
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet177
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,678,532
d Related organizations...1d 2,857,619
e Government grants (contributions)1e 6,378,956
f All other contributions, gifts, grants, and
similar amounts not included above1f 		8,694,422
g Noncash contributions included in lines
1a-1f:$ 		278,816
h Total. Add lines 1a-1f.......MediumBullet 19,609,529
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 541900 1,503,536,105 1,503,451,012 85,093  
b OTHER HEALTHCARE RELATED REVENUE 541900 30,599,398 30,599,398    
c MH REALTY PROGRAM SERVICE REVENUE 541900 22,444,326 22,444,326    
d PHARMACY REVENUE 900099 1,799,426 1,799,426    
e LABORATORY REVENUE 621500 7,199,194 7,199,194    
f All other program service revenue . 105,095,957 105,080,957   15,000
g Total. Add lines 2a–2f........MediumBullet 1,670,674,406
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 21,576,177 1,888 1,440 21,572,849
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 3,947,263  
b Less: rental expenses 1,138,249  
c Rental income or (loss) 2,809,014 0
d Net rental income or (loss).......MediumBullet 2,809,014 25,050 11,215 2,772,749
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory   191,690
b Less: cost or other basis and sales expenses    
c Gain or (loss)   191,690
d Net gain or (loss)..........MediumBullet 191,690      
8a Gross income from fundraising events (not including
$ 1,678,532
of contributions reported on line 1c). See Part IV, line 18 ..
a 857,465
b Less: direct expenses ...b 857,465
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 73,530
b Less: direct expenses ...b 73,530
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a DAY CARE 624410 2,121,918     2,121,918
b CAFETERIA 722514 2,379,400     2,379,400
c MANAGEMENT FEE INCOME 900099 2,865,346     2,865,346
d All other revenue .... 4,638,320 91   4,638,229
e Total. Add lines 11a–11d ...... MediumBullet 12,004,984
12 Total revenue. See Instructions......MediumBullet 1,726,865,800 1,670,601,342 97,748 36,365,491
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 .... 295,443 295,443
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 205,500 205,500
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............ 0  
4 Benefits paid to or for members .... 0  
5 Compensation of current officers, directors, trustees, and key employees .... 20,233,315 18,210,003 2,023,312 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages .... 614,840,404 506,508,949 105,844,743 2,486,712
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 27,989,966 4,496,987 23,492,979  
9 Other employee benefits ....... 76,685,984 18,379,407 57,967,565 339,012
10 Payroll taxes ........... 44,333,411 6,628,819 37,516,293 188,299
11 Fees for services (non-employees):        
a Management ...... 3,112,000   3,112,000  
b Legal ......... 2,939,255 594 2,938,661  
c Accounting ........... 683,000   683,000  
d Lobbying ........... 620,687   620,687  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 95,701,574 91,520,984 4,180,590  
12 Advertising and promotion .... 8,691,831 101,063 8,590,768  
13 Office expenses ....... 89,807,083 68,602,658 21,183,592 20,833
14 Information technology ...... 19,498,662 2,918,841 16,579,821  
15 Royalties .. 1,239,856 758,880 480,976  
16 Occupancy ........... 48,032,417 15,453,795 32,348,861 229,761
17 Travel ............ 2,006,661 1,248,416 712,300 45,945
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,244,753 741,498 488,706 14,549
20 Interest ........... 35,011,654 5,629,932 29,381,722  
21 Payments to affiliates ....... 13,660,019 2,837,879 10,311,433 510,707
22 Depreciation, depletion, and amortization ..... 66,486,892 52,550,755 13,859,319 76,818
23 Insurance .............. 30,602,578 9,322,035 21,215,071 65,472
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 153,224,644 152,996,514 228,130  
b BAD DEBT/HOSPITAL ASSESSMENTS 11,243,166   10,905,308 337,858
c CONSULTING & PROF. FEES 55,240,317 55,240,317    
d PURCHASED SERVICES 38,784,125 23,899,455 14,127,341 757,329
e All other expenses 118,789,316 102,782,106 16,046,404 -39,194
25 Total functional expenses. Add lines 1 through 24e 1,581,204,513 1,141,330,830 434,839,582 5,034,101
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 ............. 9,965,649 1 212,575
2 Savings and temporary cash investments ......... 239,683,018 2 300,392,485
3 Pledges and grants receivable, net ........... 16,357,214 3 15,684,566
4 Accounts receivable, net ............. 133,776,909 4 145,036,910
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 29,093 7 0
8 Inventories for sale or use .............. 25,796,374 8 26,794,057
9 Prepaid expenses and deferred charges .......... 8,854,078 9 11,653,578
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,838,899,198
b Less: accumulated depreciation ..... 10b 950,115,090 835,152,623 10c 888,784,108
11 Investments—publicly traded securities .......... 684,958,759 11 750,775,272
12 Investments—other securities. See Part IV, line 11 ..... 50,582,619 12 47,343,921
13 Investments—program-related. See Part IV, line 11 ..... 107,420,196 13 27,013,974
14 Intangible assets ............... 6,360,290 14 4,415,932
15 Other assets. See Part IV, line 11 ........... 67,396,030 15 152,976,986
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 2,186,332,852 16 2,371,084,364
Liabilities 17 Accounts payable and accrued expenses ......... 139,837,821 17 88,813,964
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 1,314,557 19 1,423,249
20 Tax-exempt bond liabilities ............. 603,621,835 20 583,133,070
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 2,442,722 23 1,930,132
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 345,542,854 25 518,631,893
26 Total liabilities. Add lines 17 through 25......... 1,092,759,789 26 1,193,932,308
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 .............. 949,241,471 27 1,040,725,112
28 Temporarily restricted net assets ........... 101,352,291 28 92,688,329
29 Permanently restricted net assets ........... 42,979,301 29 43,738,615
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 ........... 1,093,573,063 33 1,177,152,056
34 Total liabilities and net assets/fund balances ........ 2,186,332,852 34 2,371,084,364
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
1,726,865,800
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,581,204,513
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
145,661,287
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,093,573,063
5
Net unrealized gains (losses) on investments ...............
5
-25,685,476
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
-36,396,818
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,177,152,056
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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
a
b
c
d
e
f
Enter the number of supported organizations ............................. 10
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
(A) MERIDIAN HOSPITALS CORPORATION
  		223471515 03 Yes   0 0
(B) MERRIDIAN NURSING & REHABILITATION INC
  		521772578 09 Yes   0 0
(C) MERIDIAN PEDIATRIC INSTITUTE INC
  		061755235 09 Yes   0 0
(D) MERIDIAN HOME CARE SERVICES INC
  		222731440 09 Yes   0 0
(E) JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION INC
  		222342452 07 Yes   0 0
(F) OCEAN MEDICAL CENTER FOUNDATION INC
  		222361311 05 Yes   0 0
(G) RIVERVIEW MEDICAL CENTER FOUNDATION INC
  		222333524 07 Yes   0 0
(H) MERIDIAN HEALTH FOUNDATION INC
  		300107825 07 Yes   0 0
(I) SOUTHERN OCEAN MEDICAL CENTER FOUNDATION INC
  		222666099 07 Yes   0 0
(J) BAYSHORE COMMUNITY HOSPITAL FOUNDATION INC
  		222367109 07 Yes   0 0
Total : 1010  

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
Yes
 
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
Yes
 
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
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
 
No
b
A family member of a person described in (a) above?
11b
 
No
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
 
No
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
 
No
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
 
No
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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 0  
2 Recoveries of prior-year distributions 2 0  
3 Other gross income (see instructions) 3 0  
4 Add lines 1 through 3 4 0  
5 Depreciation and depletion 5 0  
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 0  
7 Other expenses (see instructions) 7 0  
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 0  

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 0  
b Average monthly cash balances 1b 0  
c Fair market value of other non-exempt-use assets 1c 0  
d Total (add lines 1a, 1b, and 1c) 1d 0  
e Discount claimed for blockage or other factors (explain in detail in Part VI): 0
2 Acquisition indebtedness applicable to non-exempt use assets 2 0  
3 Subtract line 2 from line 1d 3 0  
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4 0  
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 0  
6 Multiply line 5 by .035 6 0  
7 Recoveries of prior-year distributions 7 0  
8 Minimum Asset Amount (add line 7 to line 6) 8 0  

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 0
2 Enter 85% of line 1 2 0
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 0
4 Enter greater of line 2 or line 3 4 0
5 Income tax imposed in prior year 5 0
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 0
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 0
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		 0
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 0
4 Amounts paid to acquire exempt-use assets 0
5 Qualified set-aside amounts (prior IRS approval required) 0
6 Other distributions (describe in Part VI). See instructions 0
7Total annual distributions. Add lines 1 through 6. 0
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		 0
9 Distributable amount for 2014 from Section C, line 6 0
10 Line 8 amount divided by Line 9 amount 0 %

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 		0
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		 0
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.......0
fTotal of lines 3a through e 0
g Applied to underdistributions of prior years 0
h Applied to 2014 distributable amount 0
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 0
4Distributions for 2014 from Section D, line 7:
$ 0
a Applied to underdistributions of prior years 0
b Applied to 2014 distributable amount 0
c Remainder. Subtract lines 4a and 4b from 4. 0
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)		 0
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		 0
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		 0
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......0
e From 2014.......0
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; PART I THE PUBLIC CHARITY STATUS REFLECTED ON SCHEDULE A, PART I IS FOR MERIDIAN
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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

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





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

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

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

   
 
 
  ,    

$RESTRICTED


(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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
  		Employer identification number

01-0649794
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

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

01-0649794
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 C
(Form 990 or 990-EZ)

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

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

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

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










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2014

Schedule C (Form 990 or 990-EZ) 2014
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).Click to see attachment
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 620,687 620,687
c Total lobbying expenditures (add lines 1a and 1b) ................... 620,687 620,687
d Other exempt purpose expenditures ........................ 1,581,722,075 1,590,622,044
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 1,582,342,762 1,591,242,731
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 484,645 534,345 603,981 620,687 2,243,658
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2014


Schedule C (Form 990 or 990-EZ) 2014
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate 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 .... 45,754,653 44,107,000 40,932,000 39,461,000 35,346,000
b Contributions ........ 139,000 167,000 561,000 1,868,000 1,630,000
c Net investment earnings, gains, and losses 5,361,551 1,620,653 2,754,000 -252,000 2,613,000
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		140,000 140,000 140,000 145,000 128,000
f Administrative expenses ....          
g End of year balance ...... 51,115,204 45,754,653 44,107,000 40,932,000 39,461,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet42.900 %
c
Temporarily restricted endowment SchDMd Bullet57.100 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   41,813,859 41,813,859
b Buildings ................   1,020,175,167 377,284,556 642,890,611
c Leasehold improvements ............   8,558,708 2,210,711 6,347,997
d Equipment ................   716,074,742 564,239,648 151,835,094
e Other .................   52,276,722 6,380,175 45,896,547
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 888,784,108
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    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DEPOSITS 390,914
(2) OTHER RECEIVABLES 11,243,476
(3) INSURANCE RECOVERABLE 56,392,373
(4) DEFERRED FINANCING COSTS-NET 5,080,217
(5) DUE FROM RELATED PARTIES 79,870,006




Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 152,976,986
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
PARTY PAYORS 104,100,245
ACCRUED PENSION & RETIREMENT 75,926,941
DUE TO RELATED PARTIES 4,708,912
RESIDENT DEPOSITS 332,326
ACCRUED INTEREST PAYABLE 11,972,427
OTHER LONG-TERM LIABILITIES 127,408,883
CHARITABLE GIFT ANNUITY 306,561
CHARITABLE REMAINDER TRUST 14,372
OTHER CURRENT LIABILITIES 136,365
FAIR VALUE OF DERIVATIVE INSTR 75,694,488
SECURITY DEPOSITS 2,500
NOTES PAYABLE 51,992,004
ACCRUED SALARIES AND WAGES 66,035,869
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 518,631,893
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
SCHEDULE D, PART V ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE FOUNDATIONS OF MERIDIAN HEALTH HAVE A PRACTICE OF APPROPRIATING FOR DISTRIBUTION EACH YEAR THE FIRST 5% OF THE CURRENT EARNINGS ON ENDOWMENT FUNDS. IN ESTABLISHING THIS PRACTICE, THE FOUNDATIONS CONSIDERED THE DURATION AND PRESERVATION OF THE FUNDS; THE PURPOSES OF BOTH THE FUND AND MERIDIAN; THE GENERAL ECONOMIC CONDITIONS INCLUDING THE EFFECTS OF INFLATION OR DEFLATION; THE INVESTMENT POLICY AND EXPECTED TOTAL INCOME RETURN AND APPRECIATION ON THE INVESTMENTS; AND OTHER RESOURCES OF MERIDIAN. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATIONS EXPECT THE CURRENT SPENDING PRACTICE TO ALLOW ITS ENDOWMENTS TO GROW AT AN ANTICIPATED RATE OF 3% ANNUALLY. ANTICIPATED RATE OF 3% ANNUALLY.
SCHEDULE D, PART X THE ORGANIZATIONS ARE AFFILIATES WITHIN MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ISSUES CONSOLIDATED FINANCIAL STATEMENTS AUDITED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CPA FIRM, WHICH INCLUDE ALL RELATED ENTITIES; INCLUDING THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 (ASC 740) DISCLOSURE BELOW IS FROM THE SYSTEM'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS 2014 CONSOLIDATED AUDITED FINANCIAL STATEMENTS: ALL OF THE NOT-FOR-PROFIT ENTITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THESE ENTITIES ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND MERIDIAN NURSING AND REHABILITATION, INC. FOR THE YEARS ENDED DECEMBER 31, 2014 AND DECEMBER 31, 2013; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2014 AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): THE CORPORATIONS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. THE CORPORATIONS ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. IN ADDITION, AN INDEPENDENT CPA FIRM, AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. ("HOME CARE") AND ITS CONTROLLED ENTITY, HEALTH INNOVATIONS UNLIMITED, INC. ("HIU"), FOR THE YEARS ENDED DECEMBER 31, 2014 AND DECEMBER 31, 2013; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2014 AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): HOME CARE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2014 AND 2013.
Schedule D (Form 990) 2014

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria
used to award the grants or assistance? ...........................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Central America and the Caribbean     Program Services FINANCIAL VEHICLE 15,684,804
Central America and the Caribbean     Investments   5,722,782
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     21,407,586
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     21,407,586
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990)............................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART IV, FOREIGN FORMS Meridian Health System, Inc. (EIN 22-3474145) is the sole member of Meridian Hospitals Corporation (EIN 22-3471515) and Coastal Medical Insurance Limited (EIN 98-0166769). Pursuant to an alternative risk financing arrangement, Meridian Hospitals Corporation made payments to Coastal Medical Insurance Limited that did not qualify as insurance premiums for federal tax purposes. In accordance with federal tax principles, such payments were treated as constructive dividends by Meridian Hospitals Corporation to Meridian Health System, Inc. followed by constructive capital contributions by Meridian Health System, Inc. to Coastal Medical Insurance Limited under Code Section 351.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ
filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

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

SPORTS CLASSIC
(event type) 		(c) Other events

10
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 901,617 383,406 1,250,974 2,535,997
2 Less: Contributions . . 610,908 281,143 786,481 1,678,532
3 Gross income (line 1
minus line 2) . . . 		290,709 102,263 464,493 857,465
VerticalDirectExpenses 4 Cash prizes . . .        
5 Noncash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . 137,474 58,070 254,166 449,710
8 Entertainment . . . 16,800   42,211 59,011
9 Other direct expenses . 136,435 44,193 168,116 348,744
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 857,465
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow  
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .     73,530 73,530
VerticalDirectExpenses 2 Cash prizes . . . .     36,765 36,765
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .     36,765 36,765
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow 73,530
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization conducts gaming activities: NJ
a
Is the organization licensed to conduct gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activities conducted in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
100.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
MICHELLE CASSERLY
Address right arrow
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $  
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
MICHELLE CASSERLY
Gaming manager compensation right arrow $  
Description of services provided right arrow
SPECIAL EVENTS COORDINATOR
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the 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

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		  28,391 28,132,463 10,909,570 17,222,893 1.330 %
b Medicaid (from Worksheet 3,
column a) .... 		  71,406 140,639,907 113,876,990 26,792,917 2.070 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		           
d Total Financial Assistance
and Means-Tested
Government Programs . 		  99,797 168,772,370 124,786,560 44,015,810 3.400 %
Other Benefits
     1,664,451   1,664,451 0.130 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    34,430,119 7,854,746 26,575,373 2.060 %
g Subsidized health services
(from Worksheet 6) .. 		  30,078 88,187,809 71,172,002 17,015,807 1.320 %
h Research (from Worksheet 7)     1,577,172 979,044 598,128 0.050 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    469,227   469,227 0.040 %
j Total. Other Benefits ..   30,078 126,328,778 80,005,792 46,322,986 3.600 %
k Total. Add lines 7d and 7j .   129,875 295,101,148 204,792,352 90,338,796 7.000 %
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 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
70,593,905
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
6,818,852
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
404,400,020
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
405,294,204
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-894,184
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1HEALTH VILLAGE IMAG
  		RADIOLOGY MEDICAL SERVICES 50.000 %   50.000 %
2SOUTHERN OCEAN CTY
  		       
3DIALYSIS CLINIC LLC
  		DIALYSIS MEDICAL SERVICES 24.500 %   24.500 %
4SOUTHERN OCEAN HLTH
  		       
5ALLIANCE INC
  		MEDICAL SERVICES 57.100 %   42.900 %
6
7
8
9
10
11
12
13
Schedule H (Form 990) 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?5
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 JERSEY SHORE UNIVERSITY MEDICAL CTR
1945 ROUTE 33
NEPTUNE,NJ07753
WWW.MERIDIANHEALTH.COM
11303
MERIDIAN HOSPITALS CORP
223471515 		X X X X   X X     1
2 RIVERVIEW MEDICAL CENTER
ONE RIVER PLAZA
RED BANK,NJ07701
WWW.MERIDIANHEALTH.COM
11305
MERIDIAN HOSPITALS CORP
223471515 		X X       X X     1
3 OCEAN MEDICAL CENTER
425 JACK MARTIN BLVD
BRICK,NJ08724
WWW.MERIDIANHEALTH.COM
11505
MERIDIAN HOSPITALS CORP
223471515 		X X       X X     1
4 SOUTHERN OCEAN MEDICAL CENTER
1140 RT 72 WEST
MANAHAWKIN,NJ08050
WWW.MERIDIANHEALTH.COM
11504
MERIDIAN HOSPITALS CORP
223471515 		X X         X     1
5 BAYSHORE COMMUNITY HOSPITAL
727 NORTH BEERS STRET
HOLMDEL,NJ07733
WWW.MERIDIANHEALTH.COM
11301
MERIDIAN HOSPITALS CORP
223471515 		X X         X     1
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)
MERIDIAN HOSPITALS CORP & SUB
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): 		15
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   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
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)

MERIDIAN HOSPITALS CORP & SUB
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)

MERIDIAN HOSPITALS CORP & SUB
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, Line 5 As part of the community health needs assessment ("CHNA"), five community advisory committees were formed (one at each of the five hospitals). Meridian's Community Advisory Committees assist in identifying and addressing the identified health care needs on an ongoing basis. Committee members represent a cross-section of the community in terms of age, gender, religion, ethnicity, interests and professional status. Meridian's Partners in Health and Unidos COMMITTEES are comprised of African American and Hispanic civil and community leaders respectively and are focused on addressing health issues and disparities affecting communities of color. In 2014, an advisory council for the deaf and hard of hearing was formed. Currently, more than 150 people from the surrounding area serve as members of Meridian's Community Advisory Committees. Below is a list of the Community Advisory Committee members: Jersey Shore University Medical Center Community Advisory Committee ------------------------------------------------------------------- Steven M. Bumbera, Chairperson, Kathie Adams, Chief Robert Adams, Jeffrey T. Bassett, Randy Bishop, Clement S. Bramley, Jr., Dr. Michael Brantley, Lorraine Chewey, MS, R.N., NJ-CSN, Irma Geib, Tom Gilmour Ermon K. Jones, Richard A. Kelly, Kristin Meyler, Tommy Miles, Carole Knopp Morris, Louis Rodriguez, Sharon Saunders, Patricia Swannack, Janice Sweeney, Patricia Tzibrouk, Ben Waldron, John Weaver, Rich Weber, Bertha Williams-Pullen, Rabbi Symcha Zylberberg Ocean Medical Center Community Advisory Committee ------------------------------------------------- Neal Metnick, Chairperson, Mary Burne, Susan Coddington, Patty Cooke Darcy Errington, Michelle Eventoff, Peter Flihan, Ginny Horner, Beverly Keyes, Marie Land, Gloria Leyden, Donna Mitchell, Linda Murtagh, Pete Pasquale, Sr., Jules Plangere, III, Norma Pols, Kathy Pulizzi, Elaine Robinson, Kathy Russell, Frank Scarpone, Karel Schnitzer, Joseph Tomaselli, Fred Underwood, Marcia Van Sant, Rose Wehmeyer, Beverly Wilson, Rev. Carlos Wilton Southern Ocean Medical Center Community Advisory Committee ---------------------------------------------------------- Connie Becraft, Joan Berger, Maxine Blumenthal, John Boekell, Joan Brooks, Dave Cavalier, Mary Ann Collett, Eileen Eckstrom, Mary Ferrara, Stephen Fessler, Dolores Francks, Nancy Gates, Sandra Grassia, Keith Gunsten, Jackie Hillman, Brian Holloway, Jr., Barbara Hopkins, Eileen Judge, Peter Kileen, Joanne Parker, Lisa Patchell, Gennie Petrillo, Andrea Pharo, Georgette Schenk, Bernice Smith, Pat Straniere, Barbara Tyler, James Vaugh, Alice White Riverview Medical Center Community Advisory Committee ----------------------------------------------------- John Horl, Chairperson, Virginia Bland, Sean Byrnes, Mary-Grace Cangemi, Myrtle Carter, Karen Collopy, Nancy Drake, Carol Ann Giardelli, David Gilmour, Teresa Hartely, John Hendrick, James E. Holley, Lauren Kelly, Charlie Melita, Bernard H. Natelson, Beatriz Oesterheld, David Prown, Marie Tambaro, Roseann Weber, Michelle Welsh Ellen Whitford Bayshore Community Hospital Community Advisory Committee -------------------------------------------------------- Therese Hendrickson, Chairperson, Tim Allen, Jerrilyn Bean, Nancy Davis, Sheila Geoghan, Bob Hoberman, Madeleine Hoberman, Karen Kahn Carleen Lombardi, William Loughran, Carby Mioduszewski, Allison Titley, Brenda Wilson Partners in Health ------------------ Elizabeth White, Co-Chairperson, Carolyn Woody, Co-Chairperson, Marilyn Griffin, James Holley, Yvonne Johnson, Gwendolyn O. Love, Janice Moon, Kenneth Morgan, Gail Oliver, Beatrice ONeill, Celeste Overbey, Gilda Rogers, Mary S. Scott, Natalie Smith, Daliah Spencer, Nancy Washington,Audrey Williamson Unidos ------ Marco Navarrete, Co-Chairperson, Beatriz Oesterheld, Co-Chairperson, Lourdes Ables, Jackeline Biddle-Shuler, ,Julie Montalvo Mojica, Violeta Peters, Louis Rodriguez Deaf and Hard of Hearing Partners in Health ------------------------------------------- Eileen Forestal, Ph.D., Joleen Marso, E. Lynne Osborne, Joanne Sammer, Lori Timney, Jason Weiland Lori Timney, Jason Weiland
Part V, Section B, Line 6a & 6B Meridian Health's CHNA was conducted IN COLLABORATION with the Monmouth County Health Improvement Coalition (Meridian Hospitals included Bayshore Community Hospital, Riverview Medical Center and Jersey Shore University Medical Center). In addition, Monmouth Medical Center and Centrastate Medical Center were participants), as well as the Ocean County Health Advisory Committee (Meridian Hospitals included Ocean Medical Center and Southern Ocean Medical Center, In addition, Community Medical Center and Kimball Medical Center also participated). The hospital facilities worked collaboratively with health departments, including the health improvement coalitions which are made up of several organizations including other hospitals, as well as the community advisory committees.
Part V, Section B, Line 11 At Meridian Health, we recognize that the care we provide through our hospitals and partner companies reaches far beyond the boundaries of our facilities. Our mission to improve the health status of the communities we serve is at the heart of our charitable roots. In this new era of health care reform, community-based prevention and wellness activities play a critical role in keeping our local communities healthy and keeping health care costs down. Meridian Health [hospital] supports this mission through its extensive offering of well-organized and diversified health programs aimed at promoting community wellness and disease prevention. All programs can be customized to suit an individual community or organization's needs and are delivered in a culturally competent manner. Many of our programs, screenings and educational materials are available in English as well as Spanish and certified health interpreters are available to assist in communicating to these audiences. The success and effectiveness of Meridian's community benefit program is derived from a committed staff of physicians, nurses, health care specialists and community educators along with dedicated community members who help Meridian identify, strategize and implement initiatives that positively impact the health of the community. The goal is to make a positive and sustainable impact on the health status of the communities we serve, specifically to: - Monitor community health status through ongoing community health needs assessment; - Provide communities a voice in identifying and addressing unmet health needs; - Develop and implement community health improvement plans for identified community health needs that; improve residents health status and overall quality of life, reduce health disparities and increase accessibility to preventive services; AND - Empower communities with information and resources to take charge of their own health. The primary strategies used by [hospital] to address identified community health needs are: - Health promotion to create awareness of identified health needs and encourage active participation in prevention activities; - Health Education to provide knowledge, understanding and self-management tools for health issues and diseases; - Free or low cost non-diagnostic, preventive health screenings for early detection of disease; - Referrals to health service providers; AND - Lead and participate in collaboration initiatives with health departments, social service providers and other community groups. The hospital facilities took action to address all of the SIGNIFICANT needs identified in its most recently conducted CHNA WITH THE EXCEPTION OF oral health. The hospital facilities do not have the expertise to effectively address oral health.
Part V, Section B, Line 13h Jersey Shore University Medical Center, Ocean Medical Center, Riverview Medical Center, Southern Ocean Medical Center and Bayshore Community Hospital ("the Hospitals") exist to benefit our communities by promoting good health, healing, caring and comforting. The Hospitals are proud of THEIR not-for-profit public mission to provide quality care to all in need 24 hours a day, 365 days a year. The Hospitals seek ways of fulfilling our moral, ethical, and legal obligations to ensure that everyone gets the care they need regardless of ability to pay. To successfully provide this assistance, we ask that patients actively cooperate with us. The Hospitals assist patients in obtaining financial assistance from public programs and other sources whenever appropriate. To remain viable as it fulfills its mission, the Hospitals must meet its fiduciary responsibility to appropriately bill and collect for medical services provided to patients. The purpose of the Hospitals' Financial Assistance Policy is to provide general guidelines to assure reasonable collection of accounts from all available sources and to recognize as soon as possible when an individual requires assistance and/or that an account may qualify for free care, uncompensated care or as bad debt. It is also intended to ensure that the Hospitals comply with applicable state and federal requirements as well as those set forth in the Fair Debt Collections Practices Act. The Hospitals must charge for services rendered. The exact charges will depend on the extent of the services rendered by the patients' physicians and clinical team. Some examples of this include but are not limited to: Blood work, Diagnostic Testing, MRI, CT Scan, Endoscopy, Biopsies, Pathology, and Surgery. We understand and appreciate how overwhelming it can be to deal with health issues and billing issues at the same time, particularly confusing medical bills and insurance details. We strive to make this process as easy as possible for our patients by inviting patients to call our Patient Accounts Department directly at 732-776-4380 if they have questions or if they need assistance, either while still as a patient or after they have returned home. A complete bill will be mailed to the patient. However, private room costs and insurance deductibles are due at the time of admission, and can be paid at the Admitting Department which is open 24 hours a day. If the patient does not have coverage with an insurance provider, we will contact them to determine eligibility for financial assistance and to make payment arrangements. Separate Billing ---------------- Under federal law, certain services cannot be included in a hospital bill. Therefore, the patient will receive separate physician bills for each service rendered by the following: Anesthesiology; Cardiology; EEG; EKG Emergency Physicians; House Staff Psychiatry; Nuclear Medicine; Pathology; Pulmonary Function Department; Radiology (films and interpretations); Surgical Assistants; and Speech Therapy. These physician fees are for professional services rendered and/or interpretation of studies performed, and any questions regarding them should be addressed directly to those physician offices. In addition, if a house staff physician treats a patient for a situation that arises when their own physician is not available, they will be billed directly by that physician. The charges will not appear on the hospital bill. Patients should submit any such bills to their insurance provider or make arrangements for payment directly with the physician. Surgical Patients ----------------- In major surgical cases, it is mandatory to have a second qualified surgeon or surgeons available to assist the attending surgeon. Its purpose is to ensure the quality and safety of complex procedures. Traditionally, the cost of an assisting surgeon or surgeons was included in your hospital bill. Today, however, the Federal Tax Equity and Responsibility Act (TEFRA) does not allow such an inclusion, so the patient will receive a separate bill from the assisting surgeon or surgeons and are expected to pay for the services rendered by them. Insurance companies are familiar with this practice and should include the assisting surgeon or surgeons for payment, if it is an included benefit. These bills should be forwarded to the patient's insurance provider. Insurance Limitations --------------------- Under Medicare, Medicaid, and other third-party regulations, only certain levels of care may be covered by the Hospitals. Insurance benefits may be discontinued if a patient's physician or Health Care Quality Strategies, Inc. (HQSI), decides that further care is not medically necessary. The patient may be held personally responsible for any non-covered services. It is the patient's responsibility to provide us with accurate information about their insurance (Medicaid, Medicare, Managed Medicaid) so that the insurance can be billed correctly. If patients don't have insurance or their insurance doesn't cover all of the costs, there are federal and state sources of financial assistance that may be available to them. Eligibility requirements and the application process may be different depending upon the program. Financial Assistance Representatives are available to discuss what the best plan is for the patient. When patients meet with our Financial Assistance Representatives, he/she will provide a detailed list of what they will need. We specialize in the five major programs that are available to help New Jersey residents. Eligibility for these programs is dependent on the New Jersey State income and assets. Income thresholds are based on the Federal Poverty Guidelines (FPG) issued each year in the Federal Register by the Department of Health and Human Services (HHS). The 2014 income and asset levels can be found at: http://aspe.hhs.gov/poverty/14poverty.cfm MEDICAID -------- The Hospitals have contracted with a nationwide vendor, Century Business Services (CBIZ), to assist our patients who meet the eligibility criteria with the application process. There are many types of Medicaid available through the NJ Department of Health. CBIZ works with our patients to determine the program best suited for their circumstances. SSI - MEDICAID -------------- This is a program that supplements Medicaid benefits with a monthly income stipend that can help with basic needs such as food, clothing, or housing. The Hospitals have partnered with Chamberlin Edmonds and Century Business Solutions (CBIZ), who specialize in screening patients to determine eligibility for government disability programs, to be onsite to assist inpatients and certain outpatients who meet the eligibility criteria with the application process. Chamberlin Edmonds and CBIZ work in conjunction with Meriidan's Patient Access staff to complete and submit applications for uninsured patients and to provide patient advocacy throughout the entire life of the application. Some programs, such as Social Security disability programs, not only entitle patients to Medicaid or Medicare after a waiting period, but also provide monthly benefits such as cash assistance, food stamps, and home energy payment relief to these patients. As a result of this partnership, in 2014, over 1,400 patients were enrolled into a Medicaid program. 71% of these households assisted at Meridian Health System were eligible to apply for food stamps via NJ SNAP, 49% were eligible for Low Income Heating and Energy Program, and 9% of patients were eligible for supplemental monthly cash benefits including Social Security Income resulting in an estimated $1,261,000 in payments to SSI Medicaid approved patients. This is just one of the ways Meridian is helping our community. FAMILY CARE ----------- This program is designed to provide coverage for children. The Hospitals' Financial Assistance Team will assist patients in completing the application. The application is then forwarded to the County Board of Social Services or the State vendor in Trenton for processing. The patient will hear directly from the processing agency regarding the status of their application. PRESUMPTIVE ELIGIBILITY - MEDICAID ---------------------------------- This program provides temporary coverage for persons who meet some basic eligibility criteria so that their health care costs can be covered while the formal Medicaid or Family Care application is processed. It provides 45 days of coverage from the initial date of the application. It is the patient's responsibility to complete the charity care documents and submit them to the Financial Assistance Office. Patients are to notify the registration team member when they have been approved for any service such as Charity Care or Medicaid. Patients who are not covered by insurance and do not qualify for Financial Assistance will be asked to pay an upfront reduced rate for any ancillary services that are needed. These fees are due upon request. Patients paying at the time of their
Part V, Section B, Line 16i Patient Notice of Availability of Assistance Information on the availability of financial assistance and other programs of public assistance is posted in English and Spanish in key public areas in the Hospitals, including the following locations: Central Admitting/Patient Access, Emergency Room admission/registration Area, Clinic admission/registration locations, inpatient admission/registration areas, financial counselor locations and the Business Office/Patient Accounting Department. Signs inform the patient of the availability of free care and other forms of public assistance and include instructions on how to apply for or obtain additional information. The language is intended to be straightforward and includes similar language as outlined below: Availability of Financial Assistance: If you are unable to pay your hospital bill, you and other family members may be eligible for financial assistance through a public assistance program and/or the State's Uncompensated Care Program. Our financial counselors can help you find a program that meets your needs and to assist you in enrolling in that program. For more information, please contact a Hospital financial counselor at 732-776-4668. The office is open Monday through Thursday 8:30 am to 3:30 pm. The Financial Assistance Guide is posted on the Hospitals' public website at: http://www.meridianhealth.com/about-meridian/your-bill/financial-assistanc e-guide.aspx The Financial Assistance Policy is incorporated by reference in both the Hospitals' Code of Conduct and Patient Bill of Rights. In addition, during the course of the year, the Hospitals conduct numerous community health events where financial assistance information is communicated and distributed.
Part V, Section B, Line 20e Standard Billing and Collection Procedures 1. An initial bill will be sent to the responsible party for the patient's personal financial obligations for deductibles and co-insurance. 2. Follow up with Medicare until payment or a decline is received. After Medicare's determination of the patient portion, the Hospital will send the patient a bill. 3. The Hospital will issue subsequent billings at least every 30 days and for a minimum of 120 days after the initial bill before referring an account to an external collection agency. The patient will receive at least 3 billing statements and a final notice indicating that the account will be referred to an external collection agency when an acceptable payment has not been received or when an appropriate payment plan has not been established. 4. The statement or billing notices will be accompanied by telephone calls, collection letters, personal contact notices, and any other notification method that constitutes a genuine and reasonable effort to contact the party responsible for the obligation. 5. The patient's file will include documentation of continuous collection action undertaken on a regular, frequent basis and will be maintained by paper or electronic media. The Hospitals will document alternative efforts to locate the party responsible for the obligation (or the correct address on billings) on accounts that are returned by the postal service as an incorrect address or undeliverable, that is considered a bad address. Alternative efforts may include use of skip tracing methods, use of the Internet, post office records or other purchased or widely available means of tracing a patient or guarantors residence or point of contact with the intent of collecting outstanding debt or notifying them of options and other programs of public assistance that may be available to them. 6. In these instances where, after reasonable effort, an account has been deemed as undeliverable, the account shall be referred to an external collection agency for additional follow-up prior to the exhaustion of the 120 days from the attempt of the initial bill. 7. If the Hospitals determine the patient is deceased, the account will be referred to an outside agency to investigate the assets of the estate and potential for recovery. 8. In instances where the patient states worker's compensation is responsible for covering the service but where the name of the carrier is unknown, the Hospitals will attempt to contact employers and request their worker's compensation insurance information. 9. Automobile accident cases will be identified and details of the accident obtained from the police department if needed. Claims for payment will be submitted to the appropriate automobile insurance carriers and, where appropriate, Hospital liens will be filed with motor vehicle liability insurers (and in other types of accident cases). The liens are not filed against an individual's personal assets. These liens only relate to payment from motor vehicle liability insurers and are done to help ensure that the Hospitals receive appropriate payment from the third party payers involved. A Hospital representative will provide forms to automobile accident/workers comp patients in order to obtain complete automobile and health insurance information, adhering to the regulations pertaining to the individual insurance. Reasonable Collection Efforts 1. The Hospitals must make the same effort to collect accounts for Medicare and uninsured patients as it does to collect accounts from any other patient classification. 2. All collection agents of the Hospitals are required by contract to comply with the Credit and Collection policies of the Hospitals, the Fair Debt Collection Practices Act and all appropriate Federal and State (NJ) standards and regulations. Collection agents will use any patient contact as an opportunity to encourage the patients to discuss any need for financial assistance directly with the Hospitals. 3. The Hospitals or their agent will not force the sale or foreclosure of a patient's primary residence to pay an outstanding medical bill. The legal execution of real estate attachments on the patient's personal residence or on a patient's other assets (e.g. automobile) to secure the patient's debts is an extraordinary action that will only be used in truly exceptional circumstances. At a minimum, liens are permitted only where there is evidence that the patient or responsible party has income and/or assets to meet his or her obligations. Such action will require prior express authorization from the Hospitals' Senior Vice President of Legal Affairs on an individual case by case basis. 4. The Hospitals or their agent will not report to credit bureaus matters regarding outstanding and unresolved debt. 5. The Hospitals will not use body attachments (i.e., a third-party that uses physical or legal means to compel an action) to require the patient or responsible party to appear in court.
Part V, Section B, Line 22d Patients who qualify for less than 100% of charity care will be charged 20%, 40%, 60% or 80% of the Medicaid reimbursement rate depending on financial review.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
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?31
Name and address Type of Facility (describe)
1 THE JANE H BOOKER OP DIALYSIS CENTER
2441 HWY 33 FORTUNATO PLACE
NEPTUNE,NJ07753 		OUTPATIENT DIALYSIS
2 OCEAN MEDICAL CENTER DIALYSIS
1640 ROUTE 88 SUITE 102
BRICK,NJ08724 		OUTPATIENT DIALYSIS
3 BOOKER OUTPATIENT DIALYSIS CENTER
48 EAST FRONT STREET
RED BANK,NJ07701 		OUTPATIENT DIALYSIS
4 OCEAN CARE CENTER
1517 RICHMOND AVENUE
POINT PLEASANT,NJ08742 		URGENT CARE LABORATORY SERVICES
5 MERIDIAN OP REHAB SVCS AT NEPTUNE
2100 CORLIES AVENUE SUITE 2
NEPTUNE,NJ07753 		PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH PATHOLOGY
6 PARK PLACE COMM MENTAL HEALTH CENTER
1101 BOND STREET
ASBURY PARK,NJ07712 		GROUP THERAPY, FAMILY THERAPY, PSYCHIATRIC EVALUATION
7 MERIDIAN LIFE FITNESS AND REHABILITATION
801 ARNOLD AVENUE
POINT PLEASANT,NJ08742 		PHYSICAL THERAPY/FITNESS
8 JANE H BOOKER FAMILY HEALTH CTR AT JSUMC
1828 WEST LAKE AVENUE
NEPTUNE,NJ07753 		CLINIC
9 THE SLEEP CARE CENTER AT JSUMC
1809 CORLIES AVENUE SUITE 3
NEPTUNE,NJ07753 		SLEEP LAB
10 SOMC CLINICSLEEP CTR - NAUTILUS HEALTH
53 NAUTILUS DRIVE
MANAHAWKIN,NJ08050 		CLINIC/SLEEP LAB
11 RIVERVIEW OUTPATIENT BEHAVIORAL HEALTH
661 SHREWSBURY AVENUE
SHREWSBURY,NJ07702 		MENTAL HEALTH/ SUBSTANCE ABUSE/ ADULT PARTIAL/ O/P SERVICES
12 MERIDIAN REHABILITATION AT HOLMDEL
100 COMMONS WAY SUITE 120
HOLMDEL,NJ07733 		PHYSICAL THERAPY
13 JSMC OUTPATIENT BEHAVIORAL HEALTH
402 RT 35
NEPTUNE,NJ07754 		CHILDREN'S PARTIAL HOSPITAL/ MEDICATION MONITORING/ THERAPEUTIC NURSERY O/P SVCS
14 MERIDIAN REHABILITATION AT MANALAPAN
195 RT 9 SOUTH
MANALAPAN,NJ07726 		REHAB
15 MERIDIAN FITNESS WELLNESS - MANAHAWKIN
ROUTE 9 SOUTH
STAFFORD TWP,NJ08092 		PHYSICAL THERAPY/FITNESS FOR SENIORS & BARIATRIC PATIENTS
16 JERSEY SHORE OP BEHAVIORAL HEALTH
1200 JUMPING BROOK ROAD
NEPTUNE,NJ07753 		PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE
17 MERIDIAN REHABILITATION AT FORKED RIVER
730 LACEY ROAD
FORKED RIVER,NJ08731 		PHYSICAL THERAPY
18 CENTER FOR SLEEP DISORDERS
2446 CHURCH ROAD SUITE 3A
TOMS RIVER,NJ08753 		SLEEP LAB
19 MERIDIAN REHAB AT LITTLE EGG HARBOR
279 MATHISTOWN ROAD
LITTLE EGG HARBOR,NJ08087 		PHYSICAL THERAPY/OCCUPATIONAL THERAPY
20 Shore Rehabilitation Institute
425 Jack Martin Blvd
Brick,NJ08724 		Rehabilitative Care
21 Southern Ocean County Dialysis Clinic
1301 Rt 72 W
Manahawkin,NJ08050 		Dialysis Medical Services
22 Health Village Imaging LLC
1301 Rt 72 W
Manahawkin,NJ08050 		Radiology Medical Services
23 OCEAN MEDICAL CTRFAMILY HEALTH CTR
1608 RT 88 SUITE 207
BRICK,NJ08724 		CLINIC
24 THE CTR FOR SLEEP MEDICINE AT BAYSHORE
678 NORTH BEERS STREET
HOLMDEL,NJ07733 		SLEEP LAB
25 CENTER FOR WOUND HEALING AT BAYSHORE
735 NORTH BEERS STREET
HOLMDEL,NJ07733 		WOUND HEALING
26 SOUTHERN OCEAN MEDICAL CENTER CLINIC
53 NAUTILIS DRIVE
MANAHAWKIN,NJ08050 		CLINIC
27 MERIDIAN FITNESSWELLNESS CTR AT HAZLET
1420 RT 36
HAZLET,NJ07730 		COMMUNITY EDUCATION PHYSICAL THERAPY
28 JACKSON HEALTH VILLAGE LABORATORY
27 SOUTH COOKS BRIDGE RD SUITE M12
JACKSON,NJ08527 		LABORATORY SERVICES
29 MERIDIAN REHABILITATION AT JACKSON
27 SOUTH COOKS BRIDGE RD SUITE M10
JACKSON,NJ08527 		REHABILITATIVE CARE
30 SOUTHERN OCEAN CENTER FOR HEALTH
730 LACEY ROAD
FORKED RIVER,NJ08731 		LABORATORY SERVICES RADIOLOGY
31 SOUTHERN OCEAN CENTER FOR HEALTH
279 MATHISTOWN ROAD
LITTLE EGG HARBOR,NJ08087 		LABORATORY SERVICES RADIOLOGY
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
FINANCIAL ASSISTANCE ELIGIBILITY Schedule H, Part I, Line 3c NOT APPLICABLE. THE ORGANIZATION USES FEDERAL POVERTY GUIDELINES TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE.
COMMUNITY BENEFIT REPORT Schedule H, Part I, Line 6a MERIDIAN HOSPITALS CORPORATION AND the ORGANIZATIONS INCLUDED IN THIS GROUP FORM 990, PREPARE AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IS MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM. AT MERIDIAN HEALTH, WE RECOGNIZE THAT THE CARE WE PROVIDE THROUGH OUR HOSPITALS AND PARTNER COMPANIES REACHES FAR BEYOND THE BOUNDARIES OF OUR FACILITIES. OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. IN THIS NEW ERA OF HEALTH CARE REFORM, COMMUNITY BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION AND IN 2014 DEVOTED APPROXIMATELY $90 MILLION IN COMMUNITY BENEFITS. IN ADDITION, AS REFLECTED IN SCHEDULE H, PART III THE ORGANIZATION INCURRED BAD DEBT EXPENSE OF $6.8 MILLION ASSOCIATED WITH PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE AND INCURRED MEDICARE SHORTFALL OF $.9 MILLION WHICH IS NOT INCLUDED AS COMMUNITY BENEFIT. MERIDIAN'S 2014 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.MERIDIANHEALTH.COM OR BY REQUEST THROUGH ANY ONE OF OUR FACILITIES.
FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST Schedule H, Part I, Line 7 THE BAD DEBT EXPENSE SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $70,593,905; THE BAD DEBT EXPENSE FOR MERIDIAN HOSPITALS CORPORATION. MERIDIAN HOSPITALS CORPORATION USEs THE SIEMENS COST ACCOUNTING SYSTEM TO DETERMINE THE COST OF CHARITY CARE AND OTHER COMMUNITY BENEFITS. A LEVEL OF COST METHODOLOGIES ARE APPLIED IN ORDER. FOR EXAMPLE, THE FIRST LEVEL IS THE DIRECT ASSIGNMENT METHODOLOGY (I.E., NURSING FLOORS); THE SECOND LEVEL IS THE RELATIVE VALUE UNIT METHODOLOGY, USING MEDICARE'S NATIONAL RVUS (I.E., EMERGENCY DEPARTMENT, RADIOLOGY, LAB); AND THE THIRD LEVEL IS THE RATIO COST TO CHARGE METHODOLOGY (I.E., DRUGS, MEDICAL SUPPLIES). INDIRECT COSTS FOR SUPPORT AND ADMINISTRATIVE SERVICES ARE CALCULATED USING THE MEDICARE STEP-DOWN PRINCIPLES.
BAD DEBT EXPENSE Schedule H, Part III, Line 2 Accounts that reach the end of the self pay billing cycle without payments or financial assistance approval are transferred to bad debt. Uninsured patient charges are discounted 70%. Balances after insurance; such as deductibles, co-pays and coinsurance are not discounted. Schedule H, Part III, Line 3 Through the financial assistance program, all self pay patients are interviewed. The amount reflected on line 3 represents those that are not compliant with documentation requirements and those who cannot be contacted, such as the homeless or patients who give erroneous information. Patients non-eligible becasue they are over income limits are not included. The patients that fall into this category have no means of paying their bill. Schedule H, Part III, Line 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDER'S BAD DEBT EXPENSE FROM the FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATION INCLUDED IN THIS GROUP FORM 990 FOR WHICH THIS SCHEDULE H IS BEING FILED, MERIDIAN HOSPITALS CORPORATION, RECEIVEs AN AUDITED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION. COLLECTABILITY OF ACCOUNTS RECEIVABLE THE PROCESS FOR ESTIMATING THE ULTIMATE COLLECTION OF RECEIVABLES INVOLVES SIGNIFICANT ASSUMPTIONS AND JUDGMENTS. THE CORPORATION HAS IMPLEMENTED A MONTHLY STANDARDIZED APPROACH TO ESTIMATE AND REVIEW THE COLLECTABILITY OF RECEIVABLES BASED ON THE PAYOR CLASSIFICATION AND THE PERIOD FROM WHICH THE RECEIVABLES HAVE BEEN OUTSTANDING. ACCOUNT BALANCES ARE WRITTEN OFF AGAINST THE ALLOWANCE WHEN MANAGEMENT FEELS IT IS PROBABLE THE RECEIVABLE WILL NOT BE RECOVERED. HISTORICAL COLLECTION AND PAYOR REIMBURSEMENT EXPERIENCE IS AN INTEGRAL PART OF THE ESTIMATION PROCESS RELATED TO RESERVES FOR DOUBTFUL ACCOUNTS. IN ADDITION, THE CORPORATION ASSESSES THE CURRENT STATE OF ITS BILLING FUNCTIONS IN ORDER TO IDENTIFY ANY KNOWN COLLECTION OR REIMBURSEMENT ISSUES AND ASSESS THE IMPACT, IF ANY, ON RESERVE ESTIMATES. THE CORPORATION BELIEVES THAT THE COLLECTABILITY OF ITS RECEIVABLES IS DIRECTLY LINKED TO THE QUALITY OF ITS BILLING PROCESSES, MOST NOTABLY THOSE RELATED TO OBTAINING THE CORRECT INFORMATION IN ORDER TO BILL EFFECTIVELY FOR THE SERVICES IT PROVIDES. REVISIONS IN RESERVE FOR DOUBTFUL ACCOUNTS ESTIMATES ARE RECORDED AS AN ADJUSTMENT TO BAD DEBT EXPENSE. CHARITY CARE THE CORPORATION PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA DEFINED BY THE NEW JERSEY DEPARTMENT OF HEALTH AND SENIOR SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. THE CORPORATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. THE CORPORATION RECEIVES PARTIAL REIMBURSEMENT FOR THE UNCOMPENSATED CARE IT PROVIDES. OF THE CORPORATION'S $1.3 BILLION AND $1.2 BILLION OF TOTAL EXPENSES REPORTED FOR 2014 AND 2013 RESPECTIVELY, AN ESTIMATED COST OF $25,627,000 AND $62,820,000 FOR 2014 AND 2013 RESPECTIVELY IS ATTRIBUTABLE TO PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COST TO CHARGES TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON THE CORPORATION'S TOTAL EXPENSES, EXCLUDING BAD DEBT EXPENSE, DIVIDED BY GROSS PATIENT SERVICE REVENUE. MERIDIAN UTILIZED A COST TO CHARGE RATIO METHODOLOGY IN CALCULATING THE BAD DEBT EXPENSE REFLECTED IN SCHEDULE H, PART III. MERIDIAN RETAINED THE SERVICES OF AN OUTSIDE INDEPENDENT CONSULTANT TO ACQUIRE DOCUMENTATION FROM NON-COMPLIANT CHARITY CARE PATIENTS. THE CONSULTANT DETERMINES AND RECORDS, AT GROSS CHARGES, THE AMOUNT OF THE NON-COMPLIANT CHARITY CARE PATIENTS FOR WHICH THEY DO NOT RECEIVE ANY DOCUMENTATION. MERIDIAN APPLIES ITS COST TO CHARGE RATIO TO THE GROSS CHARGE AMOUNT DOCUMENTED BY THE CONSULTANT TO CALCULATE THE AMOUNT DISCLOSED ON SCHEDULE H, PART III, SECTION A, LINE 3.
MEDICARE SHORTFALL Schedule H, Part III, Line 8 MEDICARE COSTS WERE DERIVED FROM THE 2014 MEDICARE COST REPORT. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS SHOULD BE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). AMERICAN HOSPITALS ASSOCIATION "AHA" REPORT ON COMMUNITY BENEFIT APRIL 2013 ---------------------------------------------------------------------- Improving the health of their communities is at the heart of every hospitals mission. For two consecutive years, the American Hospital Association (AHA) has collected the community benefit information that tax-exempt hospitals file with the Internal Revenue Service (IRS) On Schedule H, and asked Ernst & Young to analyze and report on it. Schedule H forms were obtained directly from MORE THAN 900 hospitals AROUND THE NATION that filed them with IRS. Hospitals provide benefits to their communities in a multitude of ways. They not only provide financial assistance and absorb underpayments from means-tested government programs such as Medicaid, but also incur losses due to unreimbursed Medicare expenses and bad debt expenses that are attributable to charity care. In addition, they offer programs and activities to fund community health improvement programs, underwrite health professions education, conduct medical research, subsidize certain health services, and make cash and in-kind contributions to community groups. In 2010, 74 percent of participating hospitals and systems reported having Medicare shortfalls, which compares with 75 percent in 2009. Medicare reimbursement shortfalls occur when the Federal government reimburses the hospitals less than their costs for treating Medicare patients. Most hospitals described why their Medicare shortfall should be treated as community benefit: - They explained on their Schedule H forms that non-negotiable Medicare rates are sometimes out-of-line with the true costs of treating Medicare patients. - By continuing to treat patients eligible for Medicare, hospitals alleviate the federal government's burden for directly providing medical services. The IRS recently acknowledged that lessening the government burden associated with providing Medicare benefits is a charitable purpose [IRS Notice 2011-20]. - Additionally, many hospitals pointed to IRS Rev. Rul. 69-545 in their explanation of Medicare shortfall as a community benefit. IRS Rev. Rul. 69-545 states that if a hospital serves patients with government health benefits, including Medicare, then this is an indication that the hospital operates to promote the health of the community. BOTH THE AHA AND THIS ORGANIZATION FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. DESPITE THE HOSPITALS' BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN HOSPITALS SHOULDER IN SERVING ALL PATIENTS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, THE HOSPITAL INVESTS SIGNIFICANT RESOURCES IN SYSTEMS AND STAFF TRAINING TO ASSIST PATIENTS THAT ARE IN NEED OF FINANCIAL ASSISTANCE.
DEBT COLLECTION POLICY Schedule H, Part III, Line 9b MERIDIAN HANDLES ALL COLLECTION OF DEBT IN THE SAME FASHION REGARDLESS OF TYPE OF PAYER. MERIDIAN UTILIZES THE FAIR ISAAC BAD DEBT MANAGEMENT SYSTEM FOR ITS COLLECTION PRACTICES. MERIDIAN ALSO ROUTINELY REFERS UNPAID PATIENT ACCOUNTS TO VARIOUS COLLECTION AGENCIES WHEN THE ACCOUNTS HAVE AGED AND ATTEMPTS TO COLLECT HAVE BEEN UNSUCCESSFUL. BELOW IS THE PROCESS FOR THE COLLECTION OF BAD DEBT: - Current Accounts Receivable that reach the end of the self pay billing cycle without payment or financial assistance approval are transferred to bad debt. - ACCOUNTS OVER $25,000 ARE APPROVED BY THE VICE PRESIDENT OF PATIENT FINANCIAL SERVICES. - Reasonable efforts are made to determine Financial Assistance Program eligibility. This includes notification to the individual, written notice describing additional information/documentation required to complete a determination, including a plain-language summary of the Financial Assistance Program, and written notice at least 30 days before completion deadline, describing extraordinary actions that may be taken if application is not completed by the deadline. - Primary bad debt collection agencies work the accounts for 180 days. - Accounts that remain unpaid at the end of the 180 days are automatically reassigned to a secondary agency for an additional 180 days. - Primary and secondary agencies do not pursue legal action on accounts. - Secondary agency placement accounts that remain unpaid after 180 days are referred to attorneys. - Attorneys can engage in extraordinary collection actions. - Extraordinary collection actions are suspended if the patient submits a financial assistance application. - The hospitals continue to accept and process any financial assistance application for up to 18 months after the original date of service. - If the patient meets the eligibility requirements, any payments paid by the patient are refunded to the patient.
NEEDS ASSESSMENT Schedule H, Part VI, Question 2 IN ADDITION TO THE BELOW, PLEASE ALSO REFER TO OUR RESPONSES IN SCHEDULE H, PART V, Section B, QUESTIONS 1 THROUGH 12. Meridian Health plays a lead role in working with many different organizations throughout Monmouth and Ocean counties to identify and address the health issues that impact our community the most. This collaborative effort is referred to as a Community Health Needs Assessment and its findings can be found on Meridian's website. The survey instrument used for this study is based largely on the Centers for Disease Control and Prevention (CDC) Behavioral Risk Factor Surveillance System (BRFSS), as well as various other public health surveys and customized questions addressing gaps in indicator data relative to health promotion and disease prevention objectives and other recognized health issues. A variety of existing (secondary) data sources was consulted to complement the research quality of this Community Health Needs Assessment. These secondary data were available at the county level; to best match the Primary Service Area. These were obtained from a variety of sources (specific citations are included in the CHNA report), such as: - Centers for Disease Control & Prevention - National Center for Health Statistics, State Department of Public Health - State Department of Health and Human Services - State Uniform Crime Report - US Census Bureau - US Department of Health and Human Services - US Department of Justice, Federal Bureau of Investigation In addition, there were five Key Informant Focus Groups held in the region - these key informant focus groups allowed for input from persons with special knowledge of or expertise in public health, as well as others who represent the broad interests of the community served by each hospital. Participants included over 50 key informants in the region, including physicians, other health professionals, social service providers, business leaders and other community leaders. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Participants included a representative of public health, as well as several individuals who work with low-income, minority or other medically underserved populations, and those who work with persons with chronic disease conditions. With the community health needs assessment as our guide, Meridian prepares its annual community benefits plan, part of Meridian's overall strategic plan, aligning activities and resources toward those priority health needs as well as engaging a variety of community organizations for collaboration on interventions. Meridian's Community Advisory Committees assist us in identifying and addressing these identified health care needs. Committee members represent a cross-section of the community in terms of age, gender, religion, ethnicity, interests and professional status. Our Partners in Health and Unidos committees are comprised of African American and Hispanic civic and community leaders respectively and are focused on addressing health issues and disparities affecting communities of color. In 2014, an advisory council for the deaf and hard of hearing was formed. Currently, more than 150 people from the surrounding area serve as members of meridian's Community Advisory Committees. Findings from the assessment highlighted several health concerns for our community, including; risk factors for heart disease and stroke, cancer, pediatric asthma, Alzheimer's disease, obesity and diabetes, access to care, immunizations and infectious diseases and oral health. Each hospital has prepared an implementation strategy that contains the specific programs and resources that will be deployed against each health priority.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE Schedule H, Part VI, Question 3 MERIDIAN POSTS NOTICES, IN ENGLISH AND SPANISH, AT EVERY ACCESS POINT OF ITS FACILITIES, VERBALLY INFORMS UNINSURED PATIENTS AT REGISTRATION, FEATURES INFORMATION IN ITS FINANCIAL CONSENT FORM, INCLUDES A SENTENCE AND A PHONE NUMBER FOR ITS FINANCIAL ASSISTANCE OFFICE IN ITS BILLING STATEMENTS, INFORMS INDIVIDUALS IF THEY CALL PATIENT ACCOUNTS CUSTOMER SERVICE AND CONTACTS PATIENTS VIA TELEPHONE AND LETTERS POST BILLING TO INFORM THEM OF THEIR ASSISTANCE OPTIONS. In addition, the financial assistance guide, including contact phone numbers, is posted on our website at www.meridianhealth.com.
COMMUNITY INFORMATION Schedule H, Part VI, Question 4 MERIDIAN HEALTH OPERATES 6 HOSPITALS IN MONMOUTH AND OCEAN COUNTIES, NEW JERSEY. the following information is based on recent CENSUS ESTIMATES: MONMOUTH COUNTY OCEAN COUNTY POPULATION, 2014 629,279 586,301 UNDER 5 YEARS OF AGE, 2013 5.2% 6.8% UNDER 18 YEARS OF AGE, 2013 22.6% 23.5% 65 YEARS OLD AND OVER, 2013 15.2% 21.7% PERSONS BELOW POVERTY LEVEL, 2009-2013 7.8% 10.5% MEDIAN HOUSEHOLD INCOME, 2009-2013 $ 84,526 $61,136 RACIAL COMPOSITION, 2013: WHITE 76.1% 85.2% AFRICAN AMERICAN 7.6% 3.5% ASIAN 5.4% 1.9% HISPANIC OR LATINO ORIGIN 10.3% 8.8% OTHER 0.6% 0.6%
PROMOTION OF COMMUNITY HEALTH Schedule H, Part VI, Question 5 MERIDIAN OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. THE ORGANIZATION PROVICES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. THE ORGANIZATION OPERATES AN ACTIVE EMERGENCY DEPT. FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. THE ORGANIZATION MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF THE ORGANIZATION RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. PLEASE REFER TO SCHEDULE O FOR THE SYSTEM'S COMMUNITY BENEFIT STATEMENT FOR ADDITIONAL INFORMATION ON HOW THE SYSTEM PROMOTES COMMUNITY HEALTH.
AFFILIATED HEALTHCARE SYSTEM Schedule H, Part VI, Question 6 MERIDIAN HEALTH SYSTEM, INC. ---------------------------- MERIDIAN HEALTH SYSTEM, INC. ("MERIDIAN") IS THE TAX-EXEMPT PARENT OF THE MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER MERIDIAN OR ANOTHER SYSTEM AFFILIATE CONTROLLED BY MERIDIAN. THE SYSTEM IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT MONMOUTH AND OCEAN COUNTIES AND SURROUNDING AREAS. MERIDIAN IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). AS THE PARENT ORGANIZATION OF A LARGE TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN NEW JERSEY, MERIDIAN STRIVES TO CONTINUALLY DEVELOP AND OPERATE A MULTI-HOSPITAL HEALTHCARE SYSTEM WHICH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT THROUGH THE PROVISION OF A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF MONMOUTH AND OCEAN COUNTIES AND SURROUNDING COMMUNITIES. MERIDIAN ENSURES THAT ITS SYSTEM PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. THE SYSTEM'S ACTIVE HOSPITALS INCLUDE: - JERSEY SHORE UNIVERSITY MEDICAL CENTER, - RIVERVIEW MEDICAL CENTER, - OCEAN MEDICAL CENTER, - SOUTHERN OCEAN MEDICAL CENTER, - BAYSHORE COMMUNITY HOSPITAL, AND - K. HOVNANIAN CHILDREN'S HOSPITAL. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOSPITALS CORPORATION ------------------------------ MERIDIAN HOSPITALS CORPORATION ("HOSPITALS") IS A NOT FOR-PROFIT CORPORATION THAT OPERATES AN ACUTE CARE HOSPITAL SYSTEM, WHICH PROVIDES PRIMARY AND TERTIARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. HOSPITALS ALSO PROVIDES PROGRAMS FOR MEDICAL TRAINING, RESEARCH, EDUCATION AND CONDUCTS ACTIVITIES ESTABLISHED TO IMPROVE THE HEALTH OF ITS COMMUNITIES. HOSPITALS INCLUDES JERSEY SHORE UNIVERSITY MEDICAL CENTER, RIVERVIEW MEDICAL CENTER, OCEAN MEDICAL CENTER, SOUTHERN OCEAN MEDICAL CENTER, BAYSHORE COMMUNITY HOSPITAL and K. HOVNANIAN CHILDREN'S HOSPITAL. JERSEY SHORE UNIVERSITY MEDICAL CENTER -------------------------------------- JERSEY SHORE UNIVERSITY MEDICAL CENTER ("JSUMC") IS A 610-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. It is the region's only University-level, Academic Medical Center and Regional Truama Center. It is home to an extensive Cardiac program including cardiac surgery, valve replacement and heart rhythm center, as well as a comprehensive stroke center. JSUMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, JSUMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, JSUMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. RIVERVIEW MEDICAL CENTER ------------------------ RIVERVIEW MEDICAL CENTER ("RMC") IS A 433-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN RED BANK, MONMOUTH COUNTY, NEW JERSEY. It has been five times distinguished by J.D. Powers AND Associates and rated one of the top hospitals for quality in New Jersey. It is also home to the region's first Cyberknife radiosurgery center, Booker Cancer Center, Riverview Rehabilitation Center, Pimary Stroke Center, and Chest Pain Center. RMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, RMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, RMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. OCEAN MEDICAL CENTER -------------------- OCEAN MEDICAL CENTER ("OMC") IS A 275-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. It recently was rated one of the five safest hospitals in New Jersey by Forbes Magazine. Also offering advanced diagnostic, surgical, and vascular services, the region's only Acute Care for the Elderly Unit, as well as a Primary Stroke Center, Chest Pain Center, the Meridian Pharmacology Institute, and the state's first satellite emergecy department - Ocean Care Center in Point Pleasant. OMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, OMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, OMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SOUTHERN OCEAN MEDICAL CENTER ----------------------------- SOUTHERN OCEAN MEDICAL CENTER ("SOMC") IS A 156-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN MANAHAWKIN, OCEAN COUNTY, NEW JERSEY. It specializes in oncology, cardiovascular, bariatric and general surgery, joint health and orthopedics, women's health, critical care, transitional care, diagnostics, as well as a wide range of wellness and disease prevention programs. SOMC OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, SOMC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SOMC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. BAYSHORE COMMUNITY HOSPITAL --------------------------- BAYSHORE COMMUNITY HOSPITAL ("BCH") IS A 211-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN HOLMDEL, MONMOUTH COUNTY, NEW JERSEY. It is home to several specialized care units for surgical, intensive and transitional care, specialty centers for wound care and balance, the Vassar Eye Center, and it has been continually recognized among top performers for core quality measures in the state. BCH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, BCH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, BCH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. K. HOVNANIAN CHILDREN'S HOSPITAL -------------------------------- K. HOVNANIAN CHILDREN'S HOSPITAL ("HOVNANIAN") IS A NON-PROFIT ACUTE CARE CHILDREN'S HOSPITAL LOCATED IN NEPTUNE, MONMOUTH COUNTY, NEW JERSEY. As the first and most comprehensive children's hospital in Monmouth and Ocean counties, it is home to the most board certified pediatric subspecialists in the region, as well as a dedicated pediatric emergency and trauma center, pediatric and neonatal intensive care, and specialized programs and centers for asthma, epilepsy, gastroenterolgy, development oncology, behavioral health, and diabetes. HOVNANIAN OPERATES AS AN EXEMPT HOSPITAL UNDER MERIDIAN HOSPITALS CORPORATION'S 501(C)(3) DETERMINATION. PURSUANT TO ITS CHARITABLE PURPOSES, HOVNANIAN PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL CHILDREN IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, HOVNANIAN OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. SHORE REHABILITATION INSTITUTE,INC. ---------------------------------- SHORE REHABILITATION INSTITUTE, INC. ("SRI") IS A 40-BED NON-PROFIT ACUTE REHABILITATION CENTER LOCATED IN BRICK, OCEAN COUNTY, NEW JERSEY. It offers a comprehensive range of inpatient and outpatient services. SRI provides individualized rehablitation services to adult and geriatric individuals with disability. SRI IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, SRI PROVIDES MEDICALLY NECESSARY REHABILITATIVE CARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. MOREOVER, SRI OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MERIDIAN HOME CARE SERVICES, INC. --------------------------------- MERIDIAN HOME CARE SERVICES, IN
STATE FILING OF COMMUNITY BENEFIT REPORT Schedule H, Part VI, Question 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE STATE OF NEW JERSEY. MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION INCLUDED IN THIS GROUP FORM 990, PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.MERIDIANHEALTH.COM.
Schedule H (Form 990) 2014
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number
01-0649794
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN CANCER SOCIETY
1035 HOOPER AVE
TOMS RIVER,NJ08753 		16-0743902 501(C)(3) 21,500       RESEARCH SUPPORT
(2) AMERICAN HEART ASSOCIATION
208 WEST END AVE
BRIDGEWATER,NJ08807 		13-5613797 501(C)(3) 40,000       RESEARCH SUPPORT
(3) HOLIDAY EXPRESS Inc
1184 OCEAN AVE C-8
SEA BRIGHT,NJ07760 		22-3470019 501(C)(3) 10,000       SAFETY & WELLNESS
(4) MENTAL HEALTH ASSOCIATION
119 Avenue at the Common
Shrewsbury,NJ07702 		23-1907729 501(C)(3) 5,150       Community HEALTH
(5) AMERICAN RED CROSS
PO BOX 33093
NEWARK,NJ071880093 		53-0196605 501(C)(3) 9,313       SAFETY & WELLNESS
(6) MONMOUTH PARK CHARITY FUND
175 OCEANPORT AVE
OCEANPORT,NJ07757 		22-6063135 501(C)(3) 7,500       SAFETY & WELLNESS
(7) TWO RIVER THEATER COMPANY Inc
21 BRIDGE AVE
RED BANK,NJ07701 		52-1857757 501(C)(3) 10,000       ART & CULTURE
(8) MONMOUTH COUNCIL BOY SCOUTS OF AMERICA
705 GINESI DRIVE
MORGANVILLE,NJ07751 		21-0634963 501(C)(3) 5,500       CHILDREN'S HEALTH
(9) RUTGERS UNIVERSITY
190 University Avenue
Newark,NJ07102 		22-2622522 501(C)(3) 10,400       HIGHER EDUCATION
(10) THE COMMUNITY YMCA
113 TINDALL RD
MIDDLETOWN,NJ07748 		21-0635051 501(C)(3) 5,750       SAFETY & WELLNESS
(11) MARCH OF DIMES FOUNDATION
1010 EAST PARK BLVD
CRANBURY,NJ08512 		13-1846366 501(C)(3) 5,500       HEALTH & WELLNESS
(12) MONMOUTH UNIVERSITY
400 CEDAR AVE
WEST LONG BRANCH,NJ07764 		21-0634584 501(C)(3) 5,700       HIGHER EDUCATION
(13) BIG BROTHERS BIG SISTERS
174 MAIN STREET
EATONTOWN,NJ07724 		22-2155416 501(C)(3) 9,900       CHILDRENS HEALTH SAFETY AND WELLNESS
(14) SUSAN G KOMEN
TWO PRINCESS RD SUITE D
LAWRENCEVILLE,NJ08648 		73-2052349 501(C)(3) 10,150       RESEARCH SUPPORT
(15) BROOKDALE COMMUNITY COLLEGE
765 NEWMAN SPRINGS ROAD
LINCROFT,NJ07738 		22-1849485 501(C)(3) 6,535       HIGHER EDUCATION
(16) ARC MONMOUTH
1158 WAYSIDE RD
TINTON FALLS,NJ07712 		22-2545563 501(c)(3) 6,750       COMMUNITY SUPPORT
(17) HACKENSACK UNIV MEDICAL CTR FOUNDATION
360 ESSEX ST STE 301
HACKENSACK,NJ07601 		22-2339534 501(c)(3) 10,000       HEALTHCARE
(18) GRANTS TO ORGANIZATIONS LESS THAN 5000
c/o Meridian Health
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753 		  115,795       COMMUNITY SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
17
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) EDUCATIONAL SCHOLARSHIPS 245 205,500      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I; QUESTION 1 OVER THE YEARS, MERIDIAN HEALTH HAS BEEN FORTUNATE TO OFFER SUPPORT THROUGH CHARITABLE DONATIONS TO CHARITABLE ORGANIZATIONS IN MERIDIAN HEALTH'S COMMUNITY SERVICE AREA. ADDITIONALLY, MERIDIAN ENCOURAGES ITS LEADERS, PHYSICIANS, AND TEAM MEMBERS TO SERVE ON THESE LOCAL CHARITABLE BOARDS AND COMMITTEES TO ENSURE THAT CONTRIBUTIONS OFFERED THROUGH MERIDIAN ARE UTILIZED APPROPRIATELY. MERIDIAN ESTABLISHES AN ANNUAL AMOUNT TO BE DONATED TO SUPPORT OTHER LOCAL TAX-EXEMPT CHARITIES AND UTILIZES THE FOLLOWING CRITERIA IN EVALUATING THE NUMEROUS REQUESTS RECEIVED FROM LOCAL TAX-EXEMPT CHARITIES: - GROUPS THAT PROMOTE AWARENESS OF HEALTH-RELATED ISSUES - COMMUNITY ASSOCIATIONS THAT HELP THOSE IN NEED OF BASIC NECESSITIES INCLUDING, BUT NOT LIMITED TO, FOOD, CLOTHING, AND SHELTER - ORGANIZATIONS THAT ENCOURAGE YOUNG PEOPLE TO ACHIEVE THEIR POTENTIAL, USE THEIR IMAGINATION, AND KEEP THEM SAFE FROM HARM - SOCIAL SERVICES THAT PROVIDE RELIEF AND COUNSELING TO THOSE SUFFERING FROM ABUSE MERIDIAN VERIFIES THE USE OF CONTRIBUTED FUNDS BY ATTENDING SUPPORTED EVENTS, REQUESTING COPIES OF JOURNAL ADS OR PROOF OF "FUNDED-BY" SIGNAGE, REVIEWING ORGANIZATIONAL ANNUAL REPORTS, AND VOLUNTEERING WITH THESE ORGANIZATIONS TO ENSURE THE ADVANCEMENT OF THE SUPPORTED MISSION. IN 2014, THE AMOUNT OF GRANTS PAID TO INDIVDUAL ORGANIZATIONS IN AMOUNTS LESS THAN $5,000 WAS A TOTAL OF $115,795.
SCHEDULE I; PART III SCHOLARSHIPS ARE AWARDED BASED ON AN ANALYSIS OF CRITERIA OF ESTABLISHED POLICY SET BY MERIDIAN HEALTH SYSTEM, INC. THE SCHOLARSHIP RECIPIENT WAS SELECTED BY A COMMITTEE OF THE ORGANIZATION BASED ON AN A REVIEW AND ANALYSIS OF THE OBJECTIVE AND NONDISCRIMINATORY CRITERIA.
Schedule I (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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 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
Yes
 
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 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
1Marc H LoryTrustee, Pres MHC (1/1-10/3) (i)
(ii)		 508,263
...............................
0 		115,000
...............................
0 		347,946
...............................
0 		94,142
...............................
0 		19,403
...............................
0 		1,084,754
...............................
0 		0
...............................
0
2John K Lloyd fachePRESIDENT/CEO - TRUSTEE (i)
(ii)		 1,053,498
...............................
0 		770,000
...............................
0 		670,790
...............................
0 		1,030,632
...............................
0 		38,578
...............................
0 		3,563,498
...............................
0 		0
...............................
0
3Salvatore InciardiPres/Trustee, Sr. VP Bus Dev (i)
(ii)		 347,516
...............................
0 		223,100
...............................
0 		155,604
...............................
0 		93,069
...............................
0 		25,367
...............................
0 		844,656
...............................
0 		145,359
...............................
0
4Michele MendelsonVP & Sec/Trustee, VP Home Care (i)
(ii)		 220,003
...............................
0 		59,000
...............................
0 		21,922
...............................
0 		30,586
...............................
0 		35,453
...............................
0 		366,964
...............................
0 		0
...............................
0
5Robert PalermoTreas/Trustee, VP Finance (i)
(ii)		 284,172
...............................
0 		80,000
...............................
0 		59,096
...............................
0 		43,260
...............................
0 		36,995
...............................
0 		503,523
...............................
0 		34,465
...............................
0
6Alan Cabasso MDSecretary/Trustee, MPI Phys (i)
(ii)		 0
...............................
233,885 		0
...............................
0 		0
...............................
21,517 		0
...............................
51,590 		0
...............................
32,057 		0
...............................
339,049 		0
...............................
0
7Carl M Marchetti MDPres/Trustee, PresIDENT MPI (i)
(ii)		 163,961
...............................
0 		26,472
...............................
0 		27,774
...............................
0 		26,963
...............................
0 		21,189
...............................
0 		266,359
...............................
0 		0
...............................
0
8Steven Kairys MDTrustee, MPI PhysICIAN (i)
(ii)		 0
...............................
347,546 		0
...............................
18,450 		0
...............................
83,733 		0
...............................
38,305 		0
...............................
35,487 		0
...............................
523,521 		0
...............................
0
9Elliot Frank MDTrustee, MPI PhysICIAN (i)
(ii)		 0
...............................
378,032 		0
...............................
42,650 		0
...............................
34,355 		0
...............................
49,106 		0
...............................
27,904 		0
...............................
532,047 		0
...............................
0
10David Kountz MDTrustee, MPI PhysICIAN (i)
(ii)		 242,611
...............................
0 		25,000
...............................
0 		16,784
...............................
0 		28,145
...............................
0 		34,873
...............................
0 		347,413
...............................
0 		0
...............................
0
11Mark G Martens MDTrustee, MPI PhysICIAN (i)
(ii)		 0
...............................
411,773 		0
...............................
25,500 		0
...............................
80,245 		0
...............................
8,950 		0
...............................
35,042 		0
...............................
561,510 		0
...............................
0
12Joseph StampePres/Trustee, Pres Foundations (i)
(ii)		 284,203
...............................
0 		0
...............................
0 		8,988
...............................
0 		0
...............................
0 		36,067
...............................
0 		329,258
...............................
0 		0
...............................
0
13Steven G LittlesonTrustee, Pres MHC(EFF 10/3/14) (i)
(ii)		 604,538
...............................
0 		176,000
...............................
0 		225,285
...............................
0 		143,170
...............................
0 		35,020
...............................
0 		1,184,013
...............................
0 		212,512
...............................
0
14James A Clarke MDTrustee, VP Primary Care (i)
(ii)		 368,728
...............................
0 		65,000
...............................
0 		12,188
...............................
0 		8,954
...............................
0 		34,141
...............................
0 		489,011
...............................
0 		0
...............................
0
15Dean Q LinPres/Trustee, PresIDENT OMC (i)
(ii)		 441,650
...............................
0 		130,500
...............................
0 		22,850
...............................
0 		77,015
...............................
0 		21,523
...............................
0 		693,538
...............................
0 		0
...............................
0
16Timothy J HoganTrustee, Regional Pres RMC/BCH (i)
(ii)		 538,022
...............................
0 		151,500
...............................
0 		155,263
...............................
0 		96,562
...............................
0 		35,470
...............................
0 		976,817
...............................
0 		146,605
...............................
0
17Jennifer SmithTrustee, ExecUTIVE Dir. RMCF (i)
(ii)		 127,111
...............................
0 		10,250
...............................
0 		1,991
...............................
0 		6,898
...............................
0 		22,306
...............................
0 		168,556
...............................
0 		0
...............................
0
18Michael Bleiman MDTrustee, MPI Phys (i)
(ii)		 5,000
...............................
271,496 		0
...............................
99,830 		0
...............................
14,677 		0
...............................
10,584 		0
...............................
4,455 		5,000
...............................
401,042 		0
...............................
0
19Joseph P CoyleTrustee, President SOMC (i)
(ii)		 422,315
...............................
0 		103,000
...............................
0 		743,898
...............................
0 		72,708
...............................
0 		35,420
...............................
0 		1,377,341
...............................
0 		731,194
...............................
0
20Joseph LemaireExec VP/CFO (EFF 6/30/14) (i)
(ii)		 381,302
...............................
0 		300,000
...............................
0 		179,499
...............................
0 		377,620
...............................
0 		18,495
...............................
0 		1,256,916
...............................
0 		0
...............................
0
21Timothy NolanEVP Meridian Health SolUTIONS (i)
(ii)		 606,000
...............................
0 		200,000
...............................
0 		25,639
...............................
0 		35,844
...............................
0 		2,347
...............................
0 		869,830
...............................
0 		0
...............................
0
22Rebecca WeberSENIOR VP & CIO (i)
(ii)		 405,116
...............................
0 		115,000
...............................
0 		50,839
...............................
0 		56,557
...............................
0 		25,388
...............................
0 		652,900
...............................
0 		39,700
...............................
0
23Ann GavzySENIOR VP Legal Affairs (i)
(ii)		 359,326
...............................
0 		120,000
...............................
0 		138,334
...............................
0 		116,852
...............................
0 		23,480
...............................
0 		757,992
...............................
0 		121,833
...............................
0
24Sherrie StringSENIOR VP Human Resources (i)
(ii)		 357,141
...............................
0 		95,000
...............................
0 		29,615
...............................
0 		54,340
...............................
0 		28,019
...............................
0 		564,115
...............................
0 		0
...............................
0
25Richard Scott MDSr. VP Clin Eff (1/1 - 8/15) (i)
(ii)		 331,184
...............................
0 		120,000
...............................
0 		18,113
...............................
0 		94,408
...............................
0 		24,353
...............................
0 		588,058
...............................
0 		0
...............................
0
26Kim Carpenter MDSr. VP Clinical Effectiveness (i)
(ii)		 366,984
...............................
0 		61,000
...............................
0 		15,811
...............................
0 		33,182
...............................
0 		35,128
...............................
0 		512,105
...............................
0 		0
...............................
0
27Joseph Reichman MDVP Clinical Effectiveness (i)
(ii)		 329,050
...............................
0 		55,500
...............................
0 		20,420
...............................
0 		25,049
...............................
0 		2,343
...............................
0 		432,362
...............................
0 		0
...............................
0
28Marilyn KoczanVP Patient Financial Services (i)
(ii)		 253,427
...............................
0 		60,000
...............................
0 		56,513
...............................
0 		64,811
...............................
0 		5,278
...............................
0 		440,029
...............................
0 		27,655
...............................
0
29Terry MannaVP Managed Care (i)
(ii)		 280,430
...............................
0 		60,000
...............................
0 		23,993
...............................
0 		25,941
...............................
0 		34,450
...............................
0 		424,814
...............................
0 		0
...............................
0
30Richard HandVP Finance (i)
(ii)		 248,486
...............................
0 		60,000
...............................
0 		32,972
...............................
0 		36,807
...............................
0 		20,355
...............................
0 		398,620
...............................
0 		13,675
...............................
0
31Ian Leber MDVP Clinical Effectiveness (i)
(ii)		 289,172
...............................
0 		34,900
...............................
0 		25,218
...............................
0 		7,531
...............................
0 		36,002
...............................
0 		392,823
...............................
0 		0
...............................
0
32Theodore Zaleski MDVP Clinical Eff (EFF 6/30/14) (i)
(ii)		 145,087
...............................
0 		0
...............................
0 		8,209
...............................
0 		0
...............................
0 		17,583
...............................
0 		170,879
...............................
0 		0
...............................
0
33Frank GoldsteinVP Physician Services (i)
(ii)		 345,866
...............................
0 		90,000
...............................
0 		34,731
...............................
0 		39,818
...............................
0 		25,306
...............................
0 		535,721
...............................
0 		0
...............................
0
34James MolloyVP Government Relations (i)
(ii)		 298,950
...............................
0 		75,000
...............................
0 		7,402
...............................
0 		36,344
...............................
0 		15,162
...............................
0 		432,858
...............................
0 		0
...............................
0
35Maureen BuonoVP Clinical Integration (i)
(ii)		 287,914
...............................
0 		50,003
...............................
0 		19,826
...............................
0 		7,592
...............................
0 		181
...............................
0 		365,516
...............................
0 		0
...............................
0
36Ramon SolhkhahDept of Psychiatry Chair (i)
(ii)		 321,369
...............................
0 		23,250
...............................
0 		10,422
...............................
0 		8,950
...............................
0 		13,870
...............................
0 		377,861
...............................
0 		0
...............................
0
37Margaret QuinnSr. Director Health Info. (i)
(ii)		 283,215
...............................
0 		40,092
...............................
0 		17,068
...............................
0 		39,166
...............................
0 		34,287
...............................
0 		413,828
...............................
0 		0
...............................
0
38John GantnerFORMER OFFICER (i)
(ii)		 0
...............................
0 		275,000
...............................
0 		86,115
...............................
0 		0
...............................
0 		72
...............................
0 		361,187
...............................
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
SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, BOX 1, AS TAXABLE WAGES AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION: JOSEPH COYLE, $731,194; SALVATORE INCIARDI, $145,359; STEVEN G. LITTLESON, $212,512; TIMOTHY J. HOGAN, $146,605; ANN B. GAVZY, ESQ., $121,833; ROBERT PALERMO, $34,465; MARILYN KOCZAN, $27,655; REBECCA WEBER, $39,700 AND RICHARD HAND, $13,675. The amount reflected in Schedule J, Part II, Column B(iii) for the following individuals includes amounts of compensation that were provided to the individuals in accordance with their employment contract and terms of employment at Meridian Health and in accordance with Meridian Health's compensation review and approval process described in our response to Core Form, Part VI, Question 15 to ensure compensation is reasonable and at fair market value rates. The amounts outlined herein were included in each individual's 2014 form W-2, Boxes 1 and 5, as taxable wages: John K. Lloyd, FACHE, $600,000; Marc H. Lory, $282,900; and Joseph Lemaire, $170,000. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VARIABLE COMPENSATION WHICH IS CALCULATED BASED ON A PERCENTAGE OF THE ORGANIZATION'S GROSS REVENUE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES: ALAN CABASSO, M.D., $19,028; ELLIOT FRANK, M.D., $7,941; JEROME VERNICK, M.D., $23,937; STEVEN W. KAIRYS, M.D., $20,136 AND MARK MARTENS, M.D., $13,090. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR JOHN K. LLOYD, FACHE INCLUDES A RETENTION BONUS IN THE AMOUNT OF $350,000 WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, MR. LLOYD MAY NEVER RECEIVE THIS BENEFIT. THIS AMOUNT WAS NOT INCLUDED IN HIS 2014 FORM W-2, AS TAXABLE WAGES. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, AS TAXABLE WAGES: ROBERT PALERMO, $15,300; JOSEPH LEMAIRE, $377,620; TIMOTHY NOLAN, $30,000; REBECCA WEBER, $20,200; DEAN Q. LIN, $67,500, RICHARD SCOTT, M.D., $64,300; MARILYN KOCZAN, $13,500; RICHARD HAND, $13,300 AND SHERRIE STRING, $45,200. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE INTEREST CREDITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2014 FORM W-2, AS TAXABLE WAGES: JOHN K. LLOYD, FACHE, $619,423; MARC H. LORY, $59,114; STEVEN G. LITTLESON $113,244; TIMOTHY HOGAN, $68,263; SALVATORE INCIARDI, $54,401; ANN B. GAVZY, ESQ., $82,235; AND JOSEPH COYLE, $45,423.
SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2014 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2014 FORM W-2, BOXES 1 AND 5 AS TAXABLE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN f THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THAT BECAME TAXABLE IN 2014 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2014 FORM W-2, BOX 1, AS TAXABLE WAGES: JOSEPH COYLE, $731,194; SALVATORE INCIARDI, $145,359; STEVEN G. LITTLESON, $212,512; ANN B. GAVZY, ESQ., $121,833; TIMOTHY J. HOGAN $146,605; ROBERT PALERMO, $34,465; MARILYN KOCZAN, $27,655; REBECCA WEBER, $39,700 AND RICHARD HAND, $13,675.
Schedule J (Form 990) 2014

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number
01-0649794
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579E7X8 02-20-2003 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND 1993 SERIES   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64597FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFUND PRE-2003 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F2D4 10-03-2012 135,415,000 REFUND POST-2002 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 29,525,000 REFUND PRE-2003 BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 3,165,000 2,300,000 1,380,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 61,213,687 16,032,128 18,390,000 5,207,649
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 436,450 205,792 365,791 56,802
8 Credit enhancement from proceeds . . . . . . . . . . . 560,326 62,695 65,353 21,731
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 60,216,911 15,763,641 0 5,128,858
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 17,958,856 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 258
13 Year of substantial completion . . . . . . . . . . . . 2004 2007 2006 2007
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X     X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X     X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X              
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.970 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 %      
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.970 %      
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . . X   X   X   X  
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X   X   X  
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . X              
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X   X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider . . . . . . . . . 0
  		0
  		WACHOVIA
  		 
 
c Term of hedge . . . . . . . . . . 12.   12.  
d Was the hedge superintegrated? . . . .   X       X    
e Was the hedge terminated? . . . . . .   X       X    
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X   X   X
b Name of provider . . . . . . . . . TRANSAMERICA OCCLIFE
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . . 1.4      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
ADDITIONAL SCHEDULES ARE INCLUDED  
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF INVESTMENT EARNINGS
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS OF $215,645,153 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT PREMIUM OF $11,696. Proceeds were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Jersey Shore Medical Center Obligated Group Issue, Series 1994, dated July 1, 1994 - Southern Ocean County Hospital Issue, Series 1997, dated November 15, 1997 - Meridian Health System Obligated Group Issue, Series 1999, dated July 1, 1999 - Southern Ocean County Hospital Issue, Series 2001, dated July 1, 2001
PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF $135,415,000 were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Meridian Health System Obligated Group Issue, Series 2003B, dated February 20, 2003 - Meridian Health System Obligated Group Issue, Series 2007 Tranche III, dated December 13, 2007 - Meridian Health System Obligated Group Issue, Series 2007 Tranche IV, dated December 13, 2007
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $29,525,000 AND TOTAL PROCEEDS OF $33,452,081 FOR THE BOND ISSUED ON 5/8/2013 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $3,926,469 AND INVESTMENT EARNINGS OF $612. Proceeds were used to refund the New Jersey Health Care Facilities Financing Authority Revenue Bayshore Community Hospital Issue, Series 2002, dated 1/15/2002.
PART VII, LINE 2C - THE COMPUTATION FOR THE BOND ISSUED ON 12/13/2007 WAS  
Schedule K (Form 990) 2014

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number
01-0649794
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579E7X8 02-20-2003 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND 1993 SERIES   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64597FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFUND PRE-2003 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F2D4 10-03-2012 135,415,000 REFUND POST-2002 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 29,525,000 REFUND PRE-2003 BONDS   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 3,165,000 2,300,000 1,380,000
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0 0
3 Total proceeds of issue . . . . . . . . . . . . . . 61,213,687 16,032,128 18,390,000 5,207,649
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0 0
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0 0
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0 0
7 Issuance costs from proceeds . . . . . . . . . . . . 436,450 205,792 365,791 56,802
8 Credit enhancement from proceeds . . . . . . . . . . . 560,326 62,695 65,353 21,731
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0 0
10 Capital expenditures from proceeds . . . . . . . . . . . 60,216,911 15,763,641 0 5,128,858
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 17,958,856 0
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0 258
13 Year of substantial completion . . . . . . . . . . . . 2004 2007 2006 2007
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X     X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . . X     X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X              
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.970 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 %      
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0.970 %      
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . . X   X   X   X  
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X   X   X   X  
b Exception to rebate? . . . . . . . .                
c No rebate due? . . . . . . . . X              
If "Yes" to line 2c, provide in Part VI the date the rebate
computation was performed . . . . . .
3 Is the bond issue a variable rate issue? . . . . X   X   X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider . . . . . . . . . 0
  		0
  		WACHOVIA
  		 
 
c Term of hedge . . . . . . . . . . 12.   12.  
d Was the hedge superintegrated? . . . .   X       X    
e Was the hedge terminated? . . . . . .   X       X    
Schedule K (Form 990) 2014
Schedule K (Form 990) 2014
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . . X     X   X   X
b Name of provider . . . . . . . . . TRANSAMERICA OCCLIFE
  		0
  		0
  		0
 
c Term of GIC . . . . . . . . . . 1.4      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
ADDITIONAL SCHEDULES ARE INCLUDED  
THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS CONSISTS OF INVESTMENT EARNINGS
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $200,595,000 AND TOTAL PROCEEDS OF $215,645,153 FOR THE BOND ISSUED ON 12/21/2011 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $15,044,485. ORIGINAL ISSUE DISCOUNT OF ($6,028) AND INVESTMENT PREMIUM OF $11,696. Proceeds were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Jersey Shore Medical Center Obligated Group Issue, Series 1994, dated July 1, 1994 - Southern Ocean County Hospital Issue, Series 1997, dated November 15, 1997 - Meridian Health System Obligated Group Issue, Series 1999, dated July 1, 1999 - Southern Ocean County Hospital Issue, Series 2001, dated July 1, 2001
PROCEEDS FROM THE BOND ISSUED ON 10/3/2012 WITH AN ISSUE PRICE OF $135,415,000 were used to refund the following New Jersey Health Care Facilities Financing Authority Revenue Bond issues: - Meridian Health System Obligated Group Issue, Series 2003B, dated February 20, 2003 - Meridian Health System Obligated Group Issue, Series 2007 Tranche III, dated December 13, 2007 - Meridian Health System Obligated Group Issue, Series 2007 Tranche IV, dated December 13, 2007
THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $29,525,000 AND TOTAL PROCEEDS OF $33,452,081 FOR THE BOND ISSUED ON 5/8/2013 CONSISTS OF ORIGINAL ISSUE PREMIUM OF $3,926,469 AND INVESTMENT EARNINGS OF $612. Proceeds were used to refund the New Jersey Health Care Facilities Financing Authority Revenue Bayshore Community Hospital Issue, Series 2002, dated 1/15/2002.
PART VII, LINE 2C - THE COMPUTATION FOR THE BOND ISSUED ON 12/13/2007 WAS  
Schedule K (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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
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) Christopher Scott Family Member - Key Empl. 102,366 Employee   No
(2) PATRICK DELANEY Fam Mem - Trustee/OFFICER 88,135 EMPLOYEE   No
(3) Larson Whelan Fam Mem - Trustee/OFFICER 70,909 Employee   No
(4) Geralynn Koczan Family Member - Key Empl. 30,051 Employee   No
(5) Christopher Rittweger Family Member - Trustee 38,983 Employee   No
(6) William Koczan Family Member - Key Empl. 10,064 Employee   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 M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 19 278,816 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Return Reference Explanation
CORE FORM, PART I; SUMMARY THE TOTAL VOTING AND INDEPENDENT VOTING MEMBERS DISCLOSED IN THE CORE FORM IS FOR MERIDIAN HOSPITALS CORPORATION; THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR ALL OTHER SUBORDINATE ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990: - MERIDIAN NURSING AND REHABILITATION, INC.; 6 VOTING, 4 INDEPENDENT; - MERIDIAN HOME CARE SERVICES, INC.; 9 VOTING, 6 INDEPENDENT; - HEALTH INNOVATIONS UNLIMITED, INC.; 9 VOTING, 6 INDEPENDENT; - MERIDIAN HEALTH FOUNDATION, INC.; 14 VOTING, 11 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 20 VOTING, 16 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 24 VOTING, 18 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 22 VOTING, 15 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 24 VOTING; 18 INDEPENDENT; - BAYSHORE COMMUNITY HOSPITAL FOUNDATION; 18 VOTING; 14 INDEPENDENT; - MERIDIAN PRACTICE INSTITUTE, INC.; 11 VOTING, 2 INDEPENDENT; - MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 10 INDEPENDENT
CORE FORM, PART III, LINE 1; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Meridians vision and foresight since its inception has created a comprehensive full continuum of care that is a model in the health care industry. By providing integrated services every step of the way, we ensure that our patients receive coordinated and seamless care from diagnosis to treatment to rehabilitation. The following updates demonstrate how we are tuned into the changing health care environment and remain committed to the optimal health and wellness of those we serve. Meridian Accountable Care Organization -------------------------------------- Meridian Accountable Care Organization, LLC ("MACO") submitted an application to the Centers for Medicare and Medicaid Services ("CMS") on September 9, 2012 to operate an Accountable Care Organization ("ACO") under the Medicare shared savings program model. MACO's application received final CMS approval in January of 2013 to operate for a three year period beginning January 1, 2013. MACO is a partnership among Meridian Health hospitals, partner companies, and over 700 physicians. Its mission includes the promotion of evidence-based medicine, the advocacy of patient engagement, and the development of an infrastructure for Network providers to internally report on quality and cost metrics. This, in turn, enables the ACO to monitor, provide feedback, and evaluate its Network providers' performance and to use these results to provide better and more coordinated care for individuals, improve health for populations, and lower per capita growth in health care expenditures. At the end of each program year, CMS compares the actual Medicare spend for the approximately 40,000 beneficiaries attributable to MACO to the CMS "predicted" Medicare spend. CMS also measures MACO's achievement on 33 quality metrics within the ACO population. If MACO is able to generate savings and maintain quality scores, CMS distributes a portion of the savings to MACO to be divided among the participating providers. If savings are not generated or the quality measures are not met, there is no financial risk to the MACO providers. MACO achieved $14.7 million in savings in its first fiscal year, resulting in an award of $7.3 million in 2014. Distributions passed through to providers totaled $5.6 million. Through a partnership with Geisinger, more than 7,000 participants have enrolled in Meridian Geisinger Gold, a Medicare Advantage plan. Meridian's ACO was only one of three in the state of New Jersey to achieve a savings. In addition, out of 243 ACOs in the country, Meridian's was the 14th best performing ACO out of 54 that earned a payment. Meridian's Medicare Palliative Care Demonstration Project, designed to improve care coordination and quality of life for our patients and families facing serious illnesses and end of life decisions, has enrolled more than 2,600 patients and has consistently exceeded all quality and satisfaction metrics. Meridian's Continuum of Care ---------------------------- With over 100 locations across Monmouth and Ocean counties, Meridian Health offers its communities convenient care close to home. In fact, our residents are all within 15 minutes of a Meridian facility. From preventative screenings to diagnostic medicine, inpatient to in-home care, fitness to rehab. Meridian offers it all across one seamless continuum. Were there with you every step of your wellness journey. Thats Meridian Health. Thats Taking Care of New Jersey. Meridian CardioVascular Network ------------------------------- Meridian CardioVascular Network provides everything to diagnose, treat, and mend virtually all heart and vascular conditions, and the networks specialists are continuously among the first to provide remarkable treatment and surgical options. This was evident in 2014 when Jersey Shore University Medical Center implanted the first Nanostim leadless pacemaker in New Jersey. The device, used to treat patients with an abnormally slow heart rate, took place as part of the Leadless-II pivotal trial a prospective, non-randomized, multi-center, international clinical study designed to evaluate the safety and effectiveness of the leadless pacemaker. Transcatheter aortic valve replacement (TAVR) is one of the latest minimally invasive procedures for patients with critical aortic stenosis that is offered through Meridian CardioVascular Network at Jersey Shore University Medical Center. This option is giving new hope to patients who have been determined to be inoperable due to other co-existing medical conditions. Jersey Shore was the first hospital in the region to begin performing this procedure in May 2012. In 2014, Meridian performed nearly 80 TAVR procedures. Last fall, Bayshore Community Hospital, Jersey Shore University Medical Center, Ocean Medical Center, and Riverview Medical Center received awards from the American Heart Association, a testament to the health care systems commitment to providing the best care available for heart failure patients. The AHAs Get With The Guidelines Heart Failure recognizes hospitals that implement the latest research-based treatment guidelines for heart failure patients through quality improvement. Jersey Shore was recognized as a Gold Plus level recipient, while Ocean earned a Silver award, and Bayshore received the Bronze award. Riverview Medical Center received the AHAs Mission: Lifeline Silver Award, and Jersey Shore the Bronze Award, for their commitment to improving the survival and care of people who suffer a STEMI, or ST-segment elevation myocardial infarction, caused by a complete blockage of blood flow to the heart that requires timely treatment. The continued accolades and recognition we receive clearly illustrate the first-rate care Meridian CardioVascular Network is proud to deliver to our communities. Now, that care has expanded to include Meridian Cardiac Rehabilitation and Imaging, an outpatient service of Ocean Medical Center, which opened at Meridian Health Village at Jackson, our 'one-stop shop' for better health and wellness. The Cardiac Rehabilitation Program provides a range of recovery and post-recovery services to speed up a patients recuperation, while minimizing their symptoms, increasing cardiovascular endurance, and improving their quality of life. The Cardiac Diagnostics Department provides walk-ins and no-appointment-needed outpatient care for EKG and Holter Monitor services, and additional testing, including Echocardiograms and vascular ultrasound, are also available by appointment. Meridian Cardiac Rehabilitation and Imaging at the Jackson Health Village joins outpatient cardiac rehab services offered at all five Meridian hospitals. Patients can also find services at Shore Rehabilitation Institute and all five Meridian subacute rehab facilities for a total of 12 locations for cardiac rehab. The 2014 Heart and Sole Cup hit its stride, welcoming a record number of 1,700 community members from the ages of two to 77, as well as several elite runners from throughout the Northeast, to our hospital campuses and surrounding towns to support Meridian CardioVascular Network. Events like these held as part of our 365 Days of Heart Campaign, continue to help us spread awareness of the importance of heart and vascular health within our communities through innovative and engaging programming. Meridian Cancer Care -------------------- Meridian Health is investing in more ways to bring extraordinary oncology care closer to the residents of Monmouth and Ocean counties. Today, we treat more patients diagnosed with cancer in the area than any other health system, hospital, or cancer-related organization. Meridian Cancer Care has taken significant steps towards Building Hope in Cancer Care. With over 200 specialists, the robust team is growing. In 2014, Meridian Cancer Care recruited new surgeons in several specialties including thoracic and esophageal, breast, hepatobiliary, colorectal and head and neck. These new recruits complement the existing teams to create the multi-disciplinary approach that has become one of the pillars of excellence in cancer care. Meridian Cancer Care provides access to the nations leading oncology clinical trials. As a System Partner of the Rutgers Cancer Institute of New Jersey, Meridians patients benefit from our partnership with one of the nations top cancer centers. This year, Meridian Cancer Care conducted over 17 oncology specific clinical trials and a state-of-the-art precision medicine trial which will allow patients to gain access to genetic testing and individualized treatment based on their genetics and molecular markers. As part of our partnership with Rutgers Cancer Institute of New Jersey, Meridian now has access to a cutting-edge clinical trial that can offer hope to patients with rare and hard to treat forms of cancer. The study uses genomic analysis to identify abnormal changes in the genetic make-up of the cancer. The goal is to pinpoint what drives the growth of the cancer cells, identify these changes and patte
CORE FORM, PART III, LINES 4A; COMMUNITY BENEFIT REPORT Providing the community with opportunities to participate in health promotion activities, support for managing chronic conditions, and access to reliable health information is central to the goal of improving community health and well-being. AS REPORTED IN ITS 2014/2015 ANNUAL REPORT, in 2014, Meridian devoted more than $160 million in community benefits. An estimated 100,000 community members participate in a health promotion activity each year. These programs include preventive health screenings, support groups, health awareness events as well as seminars and presentations by physicians and other health care professionals who volunteer their time to educate our community on health topics focused on preventing disease and managing chronic conditions. These programs are delivered in a culturally competent manner to targeted communities and language interpreters are made available as needed. Some of these health promotion activities include: - Providing nearly 40,000 preventive health screenings, including: AngioScreen stroke risk assessments, blood pressure, cholesterol, glucose, BMI, memory, hearing, diabetic retinopathy, colon-rectal cancer, skin cancer, and more. Participants receive individualized testing from medical professionals and are counseled by nurse educators who provide information about their results and referrals for follow-up care when necessary. - Educating over 11,000 children on how to eat right, stay fit, be safe and act responsibly. These programs include classroom-based presentations from Doctor Bernard, Hopscotch and Picatso, mascots for the K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center. Other programs include: SafeSitter with CPR babysitting training, asthma awareness and management, injury prevention programs, distracted driving, sports and concussion injury prevention, among others. - Managing chronic disease. Take Control of Your Health is an evidence-based chronic disease self-management program. Complementing a physicians plan of care, this educational program offers participants with the tools, resources and support to live a healthier life. Studies have shown that participants who complete the training report improved health status and quality of life, greater energy, fewer social limitations as well as reduced hospitalizations and fewer emergency room visits. In 2014, over 100 community members participated in this life-changing program. - Providing opportunities to learn. Its never been easier to connect with Meridian. Opportunities to learn can be found at our Hospitals, Conference Centers and Meridian Fitness & Wellness locations as well as right in your own community the local library, senior center, school, employer, and now even at the shopping mall. In fact, more than 37,000 people attended an educational seminar in 2014. Community of LifeSavers ----------------------- Cardiac arrest is more common than you might think. It can happen to anyone at any time, including our youth. In fact, the American Heart Association (AHA) estimates that about 100 student athletes will die from sudden cardiac arrest each year. While the incidence remains low, the impact on the family and surrounding community is tremendous. Thats why Meridian Health has partnered with the American Heart Association in a landmark, multi-year initiative to create a Community of LifeSavers. When ordinary people are equipped with the skills to perform CPR, survival rate can double or even triple. This is Taking Care of New Jerseys children. Providing broad CPR training to the community has been part of Meridians educational offerings for years. In 2014, Meridian taught nearly 20,000 students, which include health care workers, fire fighters, police, teachers, EMTs, and community members. The Community of LifeSavers program trained over 5,000 students from 17 schools. Our community now has an army of rescuers who are ready, willing and able to put their skills in action in the event of an emergency. These extraordinary efforts were recognized by the New Jersey Hospital Association at its 96th Annual Meeting where Meridian Health was awarded the 2014 HRET (Health, Research and Educational Trust) Community Outreach Award. Partners in Cancer Control -------------------------- According to the American Cancer Society, female breast cancer accounts for 15 percent, lung 12.6 percent, colorectal 8.7 percent, and skin 5 percent of all cancer cases in New Jersey. Knowing your risk and early detection are two of the best ways to reduce your risk for cancer. Meridian partners with several community organizations who share the mission of reducing New Jerseys cancer burden and improving health outcomes, including; the American Cancer Society, Colon Cancer Alliance, Ocean Monmouth Health Alliance and Susan G. Komen for the Cure, among others. Colon cancer is one of the most preventable and, if detected early, the most treatable forms of cancer. The Ocean Monmouth Health Alliance (OMHA) has set a goal for New Jersey to reach an 80 percent screening rate by 2018 and Meridian is actively participating in this challenge. In 2014, Meridian received a grant from the Colon Cancer Alliance to distribute up to 500 free at-home stool testing kits to at-risk groups. In the first 6 months of the program, 320 people attended a seminar, 169 accepted the take home stool test kit. Of those, 91 were returned for testing that resulted in 25 positive screenings. These individuals are contacted by a nurse navigator who will arrange for their follow up care. Susan G. Komen provides grant funding for Meridian to educate women on the importance of getting annual mammograms as well as providing uninsured and underinsured women free mammograms. In 2014, Meridian educated 1,650 women and provided 400 free mammograms. OMHA is a regional chronic disease prevention coalition funded by the Office of Cancer Control and Prevention of NJ Department of Health. Meridian partners with OMHA on their annual 'Choose Your Cover' skin cancer screening at the beach. In 2014, 723 were screened at beaches and other sites in Monmouth and Ocean counties. Since 2008 the program has screened over 9,600 people throughout the state and is a national model. Connect with Us at Freehold Raceway Mall ---------------------------------------- Meridian Health, in partnership with The Arc of Monmouth and the United Way of Monmouth County, opened the Meridian Community Resource Center at Freehold Reaceway Mall. This collaboration is the first of its kind in the area. Together with our partners, Meridian has created a single location where residents can find resources to support their physical, social, and financial wellness. Through our shared vision we have created a robust resource that will fit into the busy lives of local residents. The new Center is staffed by experts from all three organizations, five days a week, from Monday through Friday as well as selected evenings and weekends. Meridian has placed a full-time nurse educator at the site that will provide preventive health screenings. The center will also offer programs for wellness such as: support groups, babysitting training, smoking cessation classes, CPR instruction, physician-led health education seminars, information to understand Medicare and the health insurance marketplace, job fairs, employment services for persons with disabilities, a respite program for caregivers, financial stability education and assistance, access to volunteer opportunities and more. Identifying Community Health Needs ---------------------------------- Meridian Health plays a lead role in working with many different organizations throughout Monmouth and Ocean counties to identify and address the health issues that impact our community the most. This collaborative effort is referred to as a Community Health Needs Assessment and its findings can be found on Meridians Web site. With the community health needs assessment as our guide, Meridian prepares its annual community benefits plan, part of Meridians overall strategic plan, aligning activities and resources toward those priority health needs. Meridians Community Advisory Committees assist in identifying and addressing these identified health care needs. Committee members represent a cross-section of the community in terms of age, gender, religion, ethnicity, interests and professional status. Our Partners in Health and Unidos committees are comprised of African American and Hispanic civic and community leaders respectively and are focused on addressing health issues and disparities affecting communities of color. In 2014, an advisory council for the deaf and hard of hearing was formed. Currently, more than 150 people from the surrounding area serve as members of Meridians Community Advisory Committees. Training the Next Generation of Health Care Providers ----------------------------------------------------- Training the next generation of health care providers is vital to providi
CORE FORM, PART III; LINE 4D Jersey Shore Univesity Medical Center ===================================== Epilepsy Program ---------------- The National Association of Epilepsy Centers (NAEC) designated Meridian Health Comprehensive Epilepsy Program at Jersey Shore as a Level-4 epilepsy center, which is the highest level possible. The recognition is a testament to the medical expertise, innovative surgical evaluation, and advanced techniques and treatments provided for patients with complex epilepsy. Meridian Health Comprehensive Epilepsy Program at Jersey Shore offers specialized services, such as epilepsy monitoring aimed at helping children and adults gain control of seizures through an around-the-clock brain monitor with electroencephalogram (EEG) technology synchronized with video monitoring. With a team trained in this subspecialty, led by Rajesh Sachdeo, M.D., adult and pediatric epileptologist, Jersey Shores program leads the way in New Jersey in caring for this disease. Behavioral Health ----------------- In response to the heroin and opiate abuse epidemic affecting Monmouth and Ocean counties, the Governors Council on Alcoholism and Drug Abuse (GCADA) and Jersey Shore hosted a press launch for GCADAs new campaign Addiction Does Not Discriminate at Jersey Shore. More than 200 health care providers, government representatives, and guests gathered to hear about the state-wide campaign. Ramon Solhkhah, M.D., chairman of Psychiatry at Jersey Shore and corporate medical director of Meridian Behavioral Health Services, was also recognized for his work and services on behalf of those affected by mental illness and drug addiction by the Mental Health Association of Monmouth County. K. Hovnanian Childrens Hospital and Meridian Pediatric Network =============================================================== Meridian Dentistry for Children ------------------------------- Meridian Dentistry for Children is a full-service dental practice for infants, children, and adolescents in a child friendly, caring environment. Meridian Dentistry for Children focuses on care for underserved populations, including children with special health care needs such as autism, developmental delay, and other chronic conditions, as well as those challenged with lack of access due to insurance coverage. Located next to K. Hovnanian Childrens Hospital, Meridian Dentistry for Children is part of the Childrens Hospitals Specialty Care Center, providing the most comprehensive medical and dental services for children in Monmouth and Ocean counties in one convenient location. Pediatric Diabetes Program -------------------------- K. Hovnanian Childrens Hospitals Diabetes Education program was recognized by the American Diabetes Association for providing children and their families with high-quality diabetes self-management education and tools essential components for effective diabetes management. The program also offers support groups and opportunities to enjoy fun and healthy occasions, such as healthy picnics and the annual Halloween party. Pediatric Asthma Care --------------------- The Community Outreach for Asthma Care & Healthy lifestyles (C.O.A.C.H.) program was initiated with a focus on education of inpatient and Emergency Department teams on evidence-based care, revised present treatment protocols, and standardized asthma discharge instructions. All Delivery System Reform Incentive Payment (DSRIP) requirements for the 2014 calendar year were met, enabling continued funding. Approximately 10 percent of New Jerseys children have asthma, and low-income and minority children are at the greatest risk. The C.O.A.C.H. program aims to improve pediatric asthma care in the hospital, primary care offices, and schools. C.O.A.C.H gives children and parents the tools to prevent and manage asthma symptoms, reducing hospital stays, emergency room visits, and missed school days. Caregivers work with the most at-risk children and families, providing self-management skills, home visits and in-school education programs. Ocean Medical Center ==================== Growing from all Directions --------------------------- If there is one word to sum up 2014 at Ocean Medical Center, it would be 'growth'. This takes into consideration service and programmatic changes, volume increases, and medical expertise. At the heart of these changes is improving access to care, and were proud to say that local residents have tremendous health and wellness resources now available at an unprecedented level of convenience. When Ocean opened its new Emergency Department in March 2014, community response was immediate. While many Emergency Departments across the country struggled to maintain patient volume, Oceans Emergency Department saw a 10 percent increase. Likewise, Oceans primary care providers saw over 11,400 new patients throughout the year and support a vital need for family and internal medicine within the community. Physician Partnerships ---------------------- Partnerships with physicians were a critical component throughout the year and truly influenced access to care for local residents. Urgent care services and partnerships with providers like Michael Rothberg, M.D., and Ocean County Family Care were successfully implemented. Access to vascular services increased tremendously through a collaboration with Jersey Coast Vascular Institute physicians Rainier Aquino, M.D.; Scott Cluley, M.D.; Sung Kwon, M.D.; Vincent Milazzo, M.D.; and Frank Sharp, M.D. Oceans robotic surgery program exceeded expectations and reached 100 cases in its first year. The program is going strong with 15 doctors trained to perform surgeries, and Pierre Mendoza, M.D., one of the only fellowship trained surgeons in the region, was appointed medical director of urologic robotic surgery at Ocean. Orthopedic surgeons were hard at work and completed a record number of 833 joint replacements last year, and an all-time high of 89 applications were approved for physicians wishing to join Oceans medical staff. This speaks to the outstanding culture of collegiality and professional excellence that is evident at Ocean. Team Effort Earns Accolades --------------------------- Working as a team, the hard work of physicians and clinical experts at Ocean Medical Center has resulted in several prestigious levels of recognition. Their collective efforts have earned the Joint Commissions seal of approval for several programs, including advanced certification for Palliative Care, recertification for the Stroke program, and recertification for the Joint Replacement program. The American Heart Association Get With The Guidelines recognition programs bestowed a silver award for Oceans Heart Failure program, and the Gold Plus award for the Stroke program. With a skilled medical staff, a nursing team holding 93 percent nursing certification in their area of expertise, and an extremely dedicated support team, its no surprise that Ocean ranked in the top 1 percent nationally for team member engagement. This truly sets Ocean apart for delivering a quality patient experience. Riverview Medical Center ======================== Meridian Center for Robotic Surgery ----------------------------------- In 2014, Riverview began providing even more options for minimally invasive surgery with the addition of the new Meridian Center for Robotic Surgery at Riverview Medical Center. At the Center, patients can expect quicker recovery times, reduced postoperative pain, and minimal incisions and scarring, especially with such robotic systems as the da Vinci surgical system. The latest in technology allow for surgeons to make very small incisions with traditional laparoscopic surgery, but with improved visualization and range of motion, much like the motions of a human wrist. With advanced visual surgery, treatment of a wide variety of colorectal, general, gynecologic, and urologic conditions, which previously required open surgery, can now be completed with the most minimally invasive of techniques. As such, our Center allows for surgeons to do what they already do great even better. Energy Conservation ------------------- In an innovative and proactive approach to providing exceptional care, Riverview successfully completed an energy conservation plan that drastically improved patient comfort, reduced the hospitals annual energy consumption and carbon footprint, and helped to ensure the reliability of vital hospital equipment for years to come. Through New Jerseys Clean Energy Program, Riverview enrolled in the Pay for Performance plan, which grants financial incentives to large buildings for reducing their energy consumption by 20 percent. Riverview implemented a number of energy conservation measures to achieve this goal and the results are certainly lighting the way to the future. Following these key measures, Riverview has reduced its annual energy output by more than 20 percent, improved the air quality within the hospital, ensured the longevity and reliability of its equipment
CORE FORM, PART VI, SECTION A; QUESTION 2 JOHN K. LLOYD, FACHE AND NORMAN BUTTACI - BUSINESS RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 MERIDIAN HEALTH SYSTEM, INC. ("MHS") IS THE SOLE MEMBER OF ALL SUBORDINATE ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU"). MHS HAS THE RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. MERIDIAN HOME CARE SERVICES, INC. HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF MERIDIAN HEALTH SYSTEM, INC., THE TAX-EXEMPT PARENT ORGANIZATION OF THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990, AND MERIDIAN HOSPITALS CORPORATION ("MHC") PRIOR TO FILING. THE PROCESS FOR REVIEWING THE FORM 990 IS AS FOLLOWS: MERIDIAN HEALTH RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTHCARE AND NOT FOR PROFIT TAX RETURN PREPARATION ("CPA FIRM") TO Review AND FILE THE FORM 990. Meridian PREPARED A DRAFT OF THE FORM 990, WHICH WAS THEN REVIEWED BY OTHER APPROPRIATE INTERNAL STAFF FOR ACCURACY, GENERAL COUNSEL AND OUTSIDE TAX COUNSEL. THE DRAFT WAS THEN REVIewed BY THE CPA FIRM AND PRESENTED TO THE MERIDIAN HEALTH SYSTEM, INC. COMPLIANCE AND AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE GOVERNING BODY. AFTER THE COMPLIANCE AND AUDIT COMMITTEE MEETING, ANY SUGGESTED REVISIONS TO THE FORM 990 WERE MADE, AND THE REVISED FORM 990, IN FINAL FORM, WAS PROVIDED TO EACH VOTING MEMBER OF MERIDIAN HEALTH SYSTEM'S GOVERNING BODY FOR REVIEW AT A MEETING PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE.
CORE FORM, PART VI, SECTION B; QUESTION 12 MERIDIAN HEALTH, INC., THE TAX-EXEMPT PARENT ORGANIZATION OF MERIDIAN HEALTH, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, HAS ADOPTED A SYSTEM CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF ITS SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE SYSTEM'S CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE WITH RESPECT TO ANY APPLICABLE TRANSACTIONS AND RELATIONSHIPS. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SYSTEM'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL FOR REVIEW. THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE SYSTEM'S EXECUTIVE COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). DURING THE YEAR, THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL ALSO MONITORS ON-GOING TRANSACTIONS IN LIGHT OF THE SUMMARY TO ENSURE THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE APPROPRIATELY HANDLED IN COMPLIANCE WITH THE POLICY.
CORE FORM 990; PART VI, SECTION B; QUESTION 15 THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM IN WHICH MERIDIAN HEALTH SYSTEM, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") OF MERIDIAN HEALTH SYSTEM, INC. IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES (SENIOR MANAGEMENT) OF THE PARENT AND ALL OF THE SUBSIDIARY ORGANIZATIONS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, APPROVED BY THE EXECUTIVE COMMITTEE AND GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTHCARE SYSTEM AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH SYSTEM CAN FULFILL ITS CHARITABLE MISSION. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS, INCLUDING BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE "TOTAL COMPENSATION" OF THE PRESIDENT, OTHER OFFICERS AND EACH SENIOR MANAGEMENT KEY EMPLOYEE IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS, AND RECEIVES REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND BASED UPON THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT-FOR-PROFIT HEALTHCARE COMPENSATION; AND 3. THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS REQUIRED IN THE REGULATIONS. AS APPROPRIATE, THE AUTHORIZED BODY SUPPLEMENTS THE COMPARABILITY DATA WITH OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THE REASONABLENESS OF THE COMPENSATION PAID, INCLUDING AN ANALYSIS OF INDIVIDUAL GOALS AND OBJECTIVES, ORGANIZATIONAL PERFORMANCE, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE APPROVED COMPENSATION ARRANGEMENTS BY THE EXECUTIVE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE GOVERNING BOARD BY THE SENIOR MEMBER OF THE CONSULTING FIRM.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). CERTAIN SUBORDINATE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE SYSTEM'S FINANCIAL STATEMENTS WERE INCLUDED WITH EACH TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. ALSO, EACH SUBORDINATE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. IN ADDITION, THE ORGANIZATIONS MAKE AVAILABLE TO THE PUBLIC VIA THEIR WEBSITE, WWW.MERIDIANHEALTH.COM, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY.
CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS, INCLUDING, BUT NOT LIMITED TO, JOHN K. LLOYD, FACHE AND MARC H. LORY, WHO AS PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WORKED FULL-TIME FOR MERIDIAN HEALTH SYSTEM AND RECEIVED COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, AN ENTITY INCLUDED IN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990; FOR SERVICES RENDERED TO THE ENTIRE MERIDIAN HEALTH SYSTEM. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING BUT DOES NOT INCLUDE ALL RELATED ORGANIZATIONS. PART VII INCLUDES, AS OF DECEMBER 31, 2014, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. IN ADDITION, PART VII INCLUDES THE REMAINING TOP FIVE HIGHEST PAID EMPLOYEES AMONGST ALL ENTITIES COMBINED AFTER OFFICERS AND KEY EMPLOYEES OF ALL ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE MEMBERS ARE LISTED IN ORDER OF TRUSTEE, OFFICER, KEY EMPLOYEE, HIGHEST PAID AND FORMER EMPLOYEES. OUTLINED BELOW IS A SUMMARY OF THE BOARD OF TRUSTEES BY ORGANIZATION. [* indicates the member serves on more than one board reported on this group return]: Meridian Hospitals Corporation: ------------------------------- - Thomas J. Kononowitz * - William Lawless, Ph.D. - Joseph Mancini * - Meredyth R. Armitage * - Marc H. Lory * - Peter S. Reinhart, Esq. - Peter S. Falvo, Jr., Esq. * - Roger Thompson, M.D. - Gordon N. Litwin, Esq. - Peter Wegener, Esq. - Anthony T. Scardella, M.D. - John J. Flynn - Serena DiMaso, Esq. * - Frank Sharp, M.D. - John D. Gumina, M.D. - Richard A. Amdur, Esq. - Kathleen T. Ellis - Maureen Murphy, Ph.D. - John K. Lloyd, FACHE * - Norman V. Buttaci - Joseph Cauda, M.D. - Raymond M. Masterson, M.D. - Edward Rittweger, M.D. - Thomas White, D.O. - Thomas Yu, M.D. Meridian Health Realty Corporation: ----------------------------------- - Martin M. Barger, Esq. - Peter S. Falvo, Jr., Esq.* - Ronald Schrader - Christopher Carton - John K. Lloyd, FACHE * - Kenneth Fitzsimmons, Esq. - William Himelman, Esq. * - Edward R. McGlynn, Esq * - Maurice Meyer, III - Barry Weshnak * - John A. Giunco, Jr., Esq. * Meridian Home Care Services: ---------------------------- - Peter Raben * - Salvatore Inciardi * - Michele Mendelson * - Meredyth R. Armitage * - Georgina E. Petillo * - Maris Lown * - John K. Lloyd, FACHE * - Janice Sweeney * - Bernard Natelson * Health Innovations Unlimited: ----------------------------- - Peter Raben * - Salvatore Inciardi * - Michele Mendelson * - Meredyth R. Armitage * - Georgina E. Petillo * - Maris Lown * - John K. Lloyd, FACHE * - Janice Sweeney * - Bernard Natelson * Meridian Nursing & Rehabilitation: ---------------------------------- - William Himelman, Esq. * - Edward R. McGlynn, Esq. * - Fern Esposito * - John K. Lloyd, FACHE * - Marie G. Tambaro - Brian Roper, M.D. Meridian Practice Institute: ---------------------------- - Thomas J. Kononowitz * - Marc H. Lory * - Robert Palermo - Alan Cabasso, M.D. - Carl M. Marchetti, M.D. - Steven Kairys, M.D. - Barry Weshnak * - Elliot Frank, M.D. - David Kountz, M.D. - Mark G. Martens, M.D. - Steven G. Littleson * Meridian Health Foundation: --------------------------- - Thomas J. Dolan * - Serena DiMaso, Esq. * - Richard A. Goldman * - Thomas J. Gravina * - Joseph Stampe * - Nancy Seidenstein - Carol Stillwell * - Joseph Albertelli * - Joseph Berardo, Jr. * - Peter Cancro * - Eric M. Kirsch, CFA * - John K. Lloyd, FACHE * - Joseph Mancini * - Martin F. Pfleger, Esq. * Bayshore Community Hospital Foundation: --------------------------------------- - Serena DiMaso, Esq. * - Philip J. Scaduto - Martin F. Pfleger, Esq. * - Carol Stillwell * - Joseph Stampe * - Gregory A. Buontempo - Moon Choo - Wendell Smith, Esq. - William Allingham - Fern Esposito * - Mollie Giamanco - Evaristo Stanziale - Ross Zimmerman - Angelo DeRosa - Adrean M. Pristas, M.D. - Andrij Rudko - John K. Lloyd, FACHE * - Timothy J. Hogan * Jersey Shore University Medical Center Foundation: -------------------------------------------------- - Peter Cancro * - Eric M. Kirsch, CFA * - Vincent J. Puma - Philip L. Perricone - Joseph Stampe * - J. Scott Ferguson - Karen A. Goldblatt - William S. Walsh - T. Burt Barham - William C. Black - Walter R. Earle, II - Kenneth D. Nahum, D.O. - Robert L. Sweeney, D.O. - Suzanne Citron - John A. Giunco, Jr., Esq. * - John F. Reinhardt - Marilyn G. Trapani - John K. Lloyd, FACHE * - Steven G. Littleson * - Pamela N. Talerico Ocean Medical Center Foundation: -------------------------------- - Richard A. Goldman * - Joseph Berardo, Jr. * - Robert G. Harms - Holly R. Hubbell Lonsdale - Joseph Stampe * - Nina Anuario - James A. Clarke, M.D. - Edward J. Dimon, Esq. - Christian T. Koerner, MST, CPA, ABV - Robert A. Monaco, M.D. - Vincent J. Vivona, DO, JD, FACP - Joseph Leone Introna - Elizabeth A. Kelly - James A. Urner - Thomas R. Lake, III, M.D. - A. Dale "Bud" Mayo - John K. Lloyd, FACHE * - Dean Lin - Harriet Donnelly - Louis John Dughi, Esq. - Arthur K. Mark, M.D. - Matthew Lang Riverview Medical Center Foundation: ------------------------------------ - Thomas J. Gravina * - Joseph Albertelli * - Steven M. Scopellite - Nancy Mulheren - Joseph Stampe * - Kristen S. Bunnell - Negin Noorchashm Griffith - Lore Macdonald - Edward J. McKenna, Jr. - Robert Rechnitz - Lawrence W. Sykoff, Ed.D. - Phillipa G. Woodriffe, M.D. - Mark DeVito - Peter T. Roselle - Richard J. Saker - Hilary DiPiero - Shawn Reynolds - Danielle Sherwood-Schultz - Jonathan B. Schultz - Charles E. Komar - Benedict J. Torcivia, Jr. - John K. Lloyd, FACHE * - Timothy J. Hogan * - Jennifer Smith Southern Ocean Medical Center Foundation: ----------------------------------------- - Thomas J. Dolan * - Joseph Mancini * - Joseph T. O'Donnell - Deborah Mathis - Joseph Stampe * - Robert R. Stohrer - Michael Aaron, D.O. - Michael Bleiman, M.D. - John Imperato - Peter S. Goldman - Robert J. Simmons - Joan M. Hart - Joseph P. Lattanzi, M.D. - David M. Nilsen - Angela Ominski - John K. Lloyd, FACHE * - Joseph P. Coyle - Deborah B. Allen - Suzette Whiting - Phyllis Buttermark - Barbara Schmidt - Barbara Bordoni - Edward Walters, Jr. - Sean Kauffman
CORE FORM, PART XI; QUESTION 9 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - CHANGES IN PENSION BENEFITS AND PLAN ASSETS - $(31,743,154); - NET TRANSFERS TO/FROM RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS - $(15,864,373); - NET ASSETS RELEASED FROM RESTRICTION - $3,178,052; AND - OTHER CHANGES IN NET ASSETS; $8,032,657.
CORE FORM, PART XII; QUESTION 2 MERIDIAN HOSPITALS CORPORATION IS THE LARGEST ENTITY OF THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING WHICH COMPRISES THIS CONSOLIDATED GROUP FORM 990. PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CPA FIRM, AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOSPITALS CORPORATION AND SUBSIDIARY FOR THE YEARS ENDED DECEMBER 31, 2014 AND DECEMBER 31, 2013; RESPECTIVELY. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. ADDITIONALLY, PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2014 AND DECEMBER 31, 2013; RESPECTIVELY, INCLUDING THOSE SUBORDINATE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. AN INDEPENDENT CPA FIRM, AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HOME CARE SERVICES, INC. AND ITS CONTROLLED AFFILIATE, HEALTH INNOVATIONS UNLIMITED, INC., FOR THE YEARS ENDED DECEMBER 31, 2014 AND DECEMBER 31, 2013; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE MERIDIAN HEALTH SYSTEM, INC. COMPLIANCE AND AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDITS OUTLINED HEREIN WITH RESPECT TO THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 AND THE SELECTION OF AN INDEPENDENT AUDITOR.
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
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) MERIDIAN HEALTH SYSTEM INC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
22-3474145 		HEALTH SVCS. NJ 501(C)(3) 509(A)(3) NA
 
 
No
(2) MERIDIAN SURGICAL ASSOCIATES PC
1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755228 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(3) MERIDIAN PEDIATRIC ASSOCIATES PC
1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755230 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(4) MERIDIAN MEDICAL ASSOCIATES PC
1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755233 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(5) NORTHERN OCEAN CTY MEDICAL ASSOC PC
1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981653 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(6) NORTHERN MONMOUTH CTY MED ASSOC PC
1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981647 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(7) MERIDIAN TRAUMA ASSOCIATES PC
1945 STATE ROUTE 33

NEPTUNE,NJ07753
14-1981651 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(8) MERIDIAN OBST & GYN ASSOCIATES PC
1945 STATE ROUTE 33

NEPTUNE,NJ07753
06-1755239 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(9) MERIDIAN PEDIATRIC SURGICAL ASSOC PC
1200 JUMPING BROOK ROAD BLDG 5 S

NEPTUNE,NJ07753
77-0720131 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(10) SHORE REHABILITATION INSTITUTE INC
425 JACK MARTIN BLVD

BRICK,NJ08724
22-3274755 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MHC
 
Yes
 
(11) SOMC MEDICAL GROUP PC
1140 RT 72 WEST

MANAHAWKIN,NJ08050
27-1412183 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(12) MERIDIAN OCCUPATIONAL HEALTH PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
27-2377326 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 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) COASTAL CO-OP OF NJ

1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
22-3603146 		PURCHASING NJ MHC
  		        No 0     90.000 %












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

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

1350 Campus Parkway
Neptune,NJ07753
22-2550716 		HEALTHCARE SVCS. NJ N/A
 C CORP.         No
(3) MERIDIAN HEALTH MANAGEMENT INC

1350 Campus Parkway
Neptune,NJ07753
22-2620595 		HEALTHCARE SVCS. NJ N/A
 C CORP.         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
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 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 OUTLINED BELOW IS A LIST OF SUBORDINATE ORGANIZATIONS INCLUDED AS SUBORDINATES IN THE MERIDIAN HEALTH SYSTEM GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. - MERIDIAN HOSPITALS CORPORATION (FEID: 22-3471515) - MERIDIAN NURSING AND REHABILITATION, INC. (FEID: 52-1772578) - MERIDIAN HOME CARE SERVICES, INC. (FEID: 22-2731440) - HEALTH INNOVATIONS UNLIMITED, INC. (FEID: 22-2581430) - MERIDIAN HEALTH FOUNDATION, INC. (FEID: 30-0107825) - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2342452) - RIVERVIEW MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2333524) - OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2361311) - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC. (FEID: 22-2666099) - BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC. (FEID: 22-2367109) - MERIDIAN HEALTH REALTY CORPORATION (FEID: 22-3200147) - MERIDIAN PRACTICE INSTITUTE, INC. (FEID: 06-1755235)
SCHEDULE R, PART V MERIDIAN HOSPITALS CORPORATION AND CERTAIN OF ITS AFFILIATES ROUTINELY PAY EXPENSES FOR VARIOUS AFFILIATES WITHIN MERIDIAN HEALTH IN THE ORDINARY COURSE OF BUSINESS, INCLUDING THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC.; THE TAX-EXEMPT PARENT OF MERIDIAN HEALTH, AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2014
Additional Data


Software ID:  
Software Version:  






TY 2014 AffiliatedGroupSchedule
Name:
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
EIN: 01-0649794
Affiliated Group Business Name:
 
 
Address. Either US or Foreign Type:

 



 
 
EIN:
22-3474145
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
620,687
Total Lobbying Expenditures:
620,687
Other Exempt Purpose Expenditures:
1,590,622,044
Total Exempt Purpose Expenditures:
1,591,242,731
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0