Form990
Click to see attachment
Department of the TreasuryInternal 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
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 01-01-2015 , and ending 12-31-2015
BCheck if applicable:
CName of organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
% JOSEPH M LEMAIRE
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 $ 1,955,749,338
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 21
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 14,438
6 Total number of volunteers (estimate if necessary) ............. 6 2,921
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,254,973
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -204,524
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 19,609,529 28,236,525
9 Program service revenue (Part VIII, line 2g) ......... 1,670,674,406 1,799,612,818
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 21,767,867 16,452,341
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 14,813,998 20,751,969
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,726,865,800 1,865,053,653
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 500,943 541,060
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) 784,083,080 840,664,250
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 118,750
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,663,869    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 796,620,490 820,566,654
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,581,204,513 1,661,890,714
19 Revenue less expenses. Subtract line 18 from line 12....... 145,661,287 203,162,939
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,343,480,413 2,659,231,724
21 Total liabilities (Part X, line 26)............. 1,166,328,358 1,318,345,928
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,177,152,055 1,340,885,796
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 (2015)
Form 990 (2015)
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 THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.
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 $ 219,760,277 including grants of $ 0 ) (Revenue $ 251,756,339 )
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 2015 THE ORGANIZATION SERVICED 35,934 CARDIAC CASES FOR A TOTAL OF 52,530 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $ 152,831,754 including grants of $ 0 ) (Revenue $ 163,544,775 )
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 2015 THE ORGANIZATION SERVICED 64,769 ONCOLOGY CASES FOR A TOTAL OF 24,619 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4c (Code:   ) (Expenses $ 128,039,132 including grants of $ 0 ) (Revenue $ 132,033,761 )
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 2015 THE ORGANIZATION SERVICED 28,078 ORTHOPEDIC/REHABILITATION CASES FOR A TOTAL OF 36,013 PATIENT DAYS. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4d Other program services (Describe in Schedule O.)
(Expenses $ 707,575,974 including grants of $ 0 ) (Revenue $ 1,253,439,630 )
4e Total program service expensesMediumBullet1,208,207,137
Form 990 (2015)
Form 990 (2015)
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
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or 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
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
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 (2015)
Form 990 (2015)
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
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
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
 
No
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 (2015)
Form 990 (2015)
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
1,395
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
3
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
14,438
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 (2015)
Form 990 (2015)
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
21
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 M LEMAIRE1350 CAMPUS PARKWAY   NEPTUNE,NJ07753 (732) 751-7500
Form 990 (2015)
Form 990 (2015)
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
.................
6.0 		X   X       0 0 0
(2) William Lawless PhD......................................................................
Vice Chairperson/Trustee
 3.0
.................
3.0 		X   X       0 0 0
(3) Meredyth R Armitage......................................................................
Secretary/Trustee
 3.0
.................
6.0 		X   X       0 0 0
(4) Joseph Mancini......................................................................
Treasurer/Trustee
 3.0
.................
6.0 		X   X       0 0 0
(5) Steven G Littleson......................................................................
President, MHC/Trustee
 55.0
.................
5.0 		X   X       1,217,636 0 199,108
(6) Peter S Reinhart Esq......................................................................
Imm Past Chairperson/Trustee
 3.0
.................
0.0 		X   X       0 0 0
(7) Kathleen T Ellis......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(8) Susan Hassmiller RN PhD......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(9) Maureen Murphy PhD......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(10) Ashok Veldanda MD......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(11) Peter S Falvo Jr Esq......................................................................
Trustee
 3.0
.................
3.0 		X           0 0 0
(12) Roger Thompson MD......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(13) Gordon N Litwin Esq......................................................................
Trustee
 3.0
.................
3.0 		X           0 0 0
(14) Peter Wegener Esq......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(15) Anthony T Scardella MD......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(16) John J Flynn......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(17) Serena DiMaso Esq......................................................................
Trustee
 3.0
.................
6.0 		X           0 0 0
Form 990 (2015)
Form 990 (2015)
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) Frank Sharp MD........................................................................
Trustee
 3.0
.......................0.0 		X           2,936 0 0
(19) John K Lloyd FACHE........................................................................
President/CEO - Trustee
 55.0
.......................5.0 		X   X       2,013,124 0 1,136,528
(20) Norman V Buttaci........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(21) Steven Lisser MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(22) Michael F Lospinuso MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(23) Bonnie Robinson-Gallaro MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(24) Cornelius Gallagher MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(25) Thomas Yu MD........................................................................
Trustee
 3.0
.......................0.0 		X           30,000 0 0
(26) William Himelman Esq........................................................................
Chairperson/Trustee
 3.0
.......................3.0 		X   X       0 0 0
(27) Edward R McGlynn Esq........................................................................
Vice Chairperson/Trustee
 3.0
.......................3.0 		X   X       0 0 0
(28) Fern Esposito........................................................................
Secretary/Treasurer/Trustee
 3.0
.......................3.0 		X   X       0 0 0
(29) Marie G Tambaro CCRN........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(30) Brian Roper MD........................................................................
Trustee
 3.0
.......................0.0 		X           9,000 0 0
(31) Peter Raben........................................................................
Chairperson/Trustee
 3.0
.......................6.0 		X   X       0 0 0
(32) Salvatore Inciardi........................................................................
Pres/Trustee, Sr. VP Bus Dev
 52.0
.......................3.0 		X   X       693,194 0 132,309
(33) Michele Mendelson........................................................................
VP & Sec/Trustee, VP Home Care
 50.0
.......................0.0 		X   X       319,582 0 64,675
(34) Maris Lown........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(35) Georgina E Petillo........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(36) Bernard Natelson........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(37) Janice Sweeney........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(38) Joseph M Lemaire........................................................................
Treas/Trust,EVP/PARTNER CO OPS
 55.0
.......................5.0 		X   X       1,197,027 0 420,864
(39) Martin M Barger Esq........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(40) Ronald Schrader........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(41) Christopher Carton........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(42) Kenneth Fitzsimmons Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(43) John A Giunco Jr Esq........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(44) Maurice Meyer III........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(45) Barry Weshnak........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(46) Richard A Goldman........................................................................
Vice Chairperson/Trustee
 3.0
.......................3.0 		X   X       0 0 0
(47) Peter Cancro........................................................................
Secretary/Trustee
 3.0
.......................3.0 		X   X       0 0 0
(48) Nancy Mulheren........................................................................
Treasurer/Trustee
 3.0
.......................3.0 		X   X       0 0 0
(49) Joseph Stampe........................................................................
Pres/Trustee, Pres Foundations
 55.0
.......................0.0 		X   X       368,594 0 77,271
(50) Joseph Berardo Jr........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(51) Thomas J Dolan........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(52) Eric M Kirsch CFA........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(53) Philip J Scaduto........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(54) Steven M Scopellite........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(55) Carol Stillwell........................................................................
Secretary/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) Gregory A Buontempo........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(58) Moon Choo........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(59) Asaad Hani Samra MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(60) Angelo DeRosa........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(61) Adrian M Pristas MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(62) Andrij Rudko........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(63) William Allingham........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(64) Mollie Giamanco........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(65) Evaristo Stanziale........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(66) Ross Zimmerman........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(67) Timothy J Hogan........................................................................
Trustee, Regional Pres RMC/BCH
 55.0
.......................0.0 		X   X       1,004,632 0 145,926
(68) Jennifer Smith........................................................................
Trustee, Exec Dir. RMCF & BCHF
 40.0
.......................0.0 		X           164,151 0 27,923
(69) Philip L Perricone........................................................................
Secretary/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) J Scott Ferguson........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(72) Karen A Goldblatt........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(73) William S Walsh........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(74) Suzanne Citron........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(75) John F Reinhardt........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(76) Marilyn G Trapani........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(77) T Burt Barham........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(78) William C Black........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(79) Walter R Earle II........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(80) Kenneth D Nahum DO........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(81) Robert L Sweeney DO........................................................................
Trustee
 3.0
.......................0.0 		X           20,309 0 0
(82) Stephen J Denholtz........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(83) Robert W Mullen........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(84) Richard M Neibart MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(85) Kenneth N Sable MD........................................................................
Trustee, President JSUMC
 55.0
.......................0.0 		X   X       707,009 0 37,139
(86) Pamela N Talarico........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(87) Holly R Hubbell Lonsdale........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(88) Robert G Harms........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(89) Edward J Dimon Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(90) Russell Lucas........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(91) Harriet Donnelly........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(92) Louis John Dughi Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(93) Thomas R Lake III MD........................................................................
Trustee
 3.0
.......................0.0 		X           15,900 0 0
(94) A Dale Bud Mayo........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(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) Arthur K Mark MD........................................................................
Trustee
 3.0
.......................0.0 		X           5,400 0 0
(98) James A Urner........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(99) Dean Q Lin........................................................................
Pres/Trustee, President OMC
 55.0
.......................0.0 		X   X       701,800 0 101,650
(100) Matthew Lang........................................................................
Trustee, Executive Dir. OMCF
 40.0
.......................0.0 		X           126,541 0 23,497
(101) Peter T Roselle........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(102) Joseph Albertelli........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(103) Hilary DiPiero........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(104) Shawn Reynolds........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(105) Jonathan B Schultz........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(106) Charles E Komar........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(107) Richard J Saker........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(108) Danielle Sherwood-Schultz........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(109) Benedict J Torcivia Jr........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(110) Mary Vaden Eisenstadt........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(111) Negin Noorchashm Griffith MD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(112) Lore Macdonald........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(113) Robert M Rechnitz........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(114) Deborah Mathis........................................................................
Secretary/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(115) Joseph T O'Donnell........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(116) Michael Aaron DO........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(117) Peter S Goldman........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(118) John Imperato........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(119) Robert J Simmons........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(120) Joan M Hart........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(121) Joseph P Lattanzi MD........................................................................
Trustee
 3.0
.......................0.0 		X           23,750 0 0
(122) Angela Ominski........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(123) Sean Kauffman........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(124) Robert R Stohrer........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(125) Edward Walters Jr........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(126) Joseph P Coyle........................................................................
Trustee, President SOMC
 55.0
.......................0.0 		X   X       739,396 0 86,329
(127) Deborah B Allen........................................................................
Trustee, ED SOMCF to 11/27/15
 40.0
.......................0.0 		X           128,781 0 16,929
(128) Phyllis Buttermark........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(129) Helen Dondzila........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(130) Kara Schultz Esq........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(131) Barbara Schmidt........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(132) Barbara Bordoni........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(133) Noel Stanek........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(134) Alfred Schiavetti Jr........................................................................
Chairperson/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(135) James Bollerman........................................................................
Treasurer/Trustee
 3.0
.......................0.0 		X   X       0 0 0
(136) James Renna........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(137) William Lewis CPA........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(138) Timothy Nolan 11 - 130........................................................................
EVP Meridian Health Solutions
 60.0
.......................0.0 		      X     760,510 0 10,588
(139) Patrick Young Eff 53115........................................................................
EVP Meridian Health Solutions
 60.0
.......................0.0 		      X     326,444 0 13,847
(140) Ann B Gavzy Esq........................................................................
Sr. VP Legal Affairs
 55.0
.......................0.0 		      X     697,979 0 153,839
(141) Rebecca Weber........................................................................
Sr. VP & Chief Information Off
 55.0
.......................0.0 		      X     595,120 0 155,394
(142) Sherrie String........................................................................
Sr. VP Human Resources
 55.0
.......................0.0 		      X     546,487 0 83,587
(143) Kim Carpenter MD........................................................................
Sr. VP Clinical Effectiveness
 55.0
.......................0.0 		      X     461,748 0 67,199
(144) Maureen Sintich........................................................................
Sr. VP of Nursing
 55.0
.......................0.0 		      X     423,263 0 46,153
(145) Marty Scott Eff 3215........................................................................
Sr. VP Chief Quality Officer
 55.0
.......................0.0 		      X     398,282 0 26,719
(146) Joseph Reichman MD........................................................................
VP Clinical Effectiveness
 50.0
.......................0.0 		      X     444,685 0 28,436
(147) Robert Palermo........................................................................
VP Finance
 50.0
.......................0.0 		      X     440,270 0 79,134
(148) Terry Manna........................................................................
VP Managed Care
 50.0
.......................0.0 		      X     392,561 0 59,065
(149) Marilyn Koczan........................................................................
VP Patient Financial Services
 50.0
.......................0.0 		      X     385,565 0 71,636
(150) Ian Leber MD........................................................................
VP Clinical Effectiveness
 50.0
.......................0.0 		      X     380,178 0 46,233
(151) Richard Hand........................................................................
VP Finance
 50.0
.......................0.0 		      X     355,957 0 56,797
(152) Theodore Zaleski MD........................................................................
VP Clinical Effectiveness
 50.0
.......................0.0 		      X     350,597 0 36,138
(153) Vincent J Vivona DO JD FACP........................................................................
VP Clinical Eff (eff 8/2/15)
 50.0
.......................0.0 		      X     236,247 0 34,881
(154) Mark Krasna MD........................................................................
Oncology Medical Director
 50.0
.......................0.0 		        X   866,325 0 39,988
(155) Alan Colicchio MD........................................................................
Neurosciences Medical Director
 50.0
.......................0.0 		        X   508,192 0 39,739
(156) Frank Goldstein........................................................................
VP Physician Services
 50.0
.......................0.0 		        X   504,632 0 65,072
(157) James A Clarke MD........................................................................
VP Primary Care
 50.0
.......................0.0 		        X   476,323 0 40,693
(158) James Molloy........................................................................
VP Government Relations
 50.0
.......................0.0 		        X   415,204 0 60,841
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 19,455,331 0 3,686,127
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,333
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
WHR ARCHITECTS INC,
1111 LOUISIANA 26TH FLOOR
HOUSTON,TX77002 		ARCHITECTURE 6,597,059
EMERACUTE CARE MEDICAL CO-NE INC,
440 STEVENS AVE SUITE 150
SOLANA BEACH,CA92075 		MEDICAL 6,461,206
TURNER CONSTRUCTION COMPANY,
1500 SPRING GARDEN STREET STE 220
PHILADELPHIA,PA19130 		CONSTRUCTION 4,461,221
UNITEX TEXTILE RENTAL SERVICE,
161 SOUTH MACQUESTEN PARKWAY
MOUNT VERNON,NY10550 		LAUNDRY 4,133,665
LF DRISCOLL CO LLC,
8 PRESIDENTIAL BOULEVARD
BALA CYNWYD,PA19004 		CONSTRUCTION 3,912,556
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet228
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,850,718
d Related organizations1d 1,681,460
e Government grants (contributions)1e 6,510,289
f All other contributions, gifts, grants, and similar amounts not included above1f 18,194,058
g Noncash contributions included in lines 1a-1f:$ 39,470
h Total.Add lines 1a-1f.......MediumBullet 28,236,525
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 541900 1,672,581,493 1,672,581,493    
b MPI PROGRAM SERVICE REVENUE 541900 92,209,138 92,209,138    
c OTHER HEALTHCARE RELATED REVENUE 541900 28,771,396 28,678,110 93,286  
d LABORATORY REVENUE 621500 6,050,791 6,050,791    
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 1,799,612,818
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 12,176,802   31 12,176,771
4 Income from investment of tax-exempt bond proceedsMediumBullet 278,934     278,934
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   35,539,187
b Less: rental expenses   23,961,325
c Rental income or (loss) 0 11,577,862
d Net rental income or (loss)......MediumBullet 11,577,862   -12,084 11,589,946
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 42,224 69,732,743
b Less: cost or other basis and sales expenses 10,344 65,768,018
c Gain or (loss) 31,880 3,964,725
d Net gain or (loss).....MediumBullet 3,996,605     3,996,605
8a Gross income from fundraising events (not including $ 1,850,718of contributions reported on line 1c). See Part IV, line 18 ....
a 924,298
b Less: direct expenses ...b 924,298
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 63,400
b Less: direct expenses ...b 31,700
c Net income or (loss) from gaming activities..MediumBullet 31,700     31,700
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      
Business Code Miscellaneous Revenue
11a MANAGEMENT FEE INCOME 900099 3,324,745   428,164 2,896,581
b CAFETERIA 722514 2,658,841     2,658,841
c DAY CARE 624410 2,378,303   745,576 1,632,727
d All other revenue .... 780,518     780,518
e Total. Add lines 11a–11d ...... MediumBullet 9,142,407
12 Total revenue. See Instructions......MediumBullet 1,865,053,653 1,799,519,532 1,254,973 36,042,623
Form 990 (2015)
Form 990 (2015)
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 21 331,310 331,310
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 209,750 209,750
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 20,124,448 18,112,004 2,012,444 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 663,818,373 540,616,482 120,136,355 3,065,536
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 28,858,777 2,908,152 25,887,703 62,922
9 Other employee benefits ....... 75,394,331 17,961,246 57,112,531 320,554
10 Payroll taxes ........... 52,468,321 9,443,792 42,799,496 225,033
11 Fees for services (non-employees):        
a Management ...... 4,030,967 215,615 3,815,352  
b Legal ......... 3,319,688 850 3,318,838  
c Accounting ........... 728,925   728,925  
d Lobbying ........... 595,129   595,129  
e Professional fundraising services. See Part IV, line 17 118,750 118,750
f Investment management fees ...... 1,629,235   1,501,026 128,209
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 132,633,676 125,976,163 6,620,331 37,182
12 Advertising and promotion .... 9,716,030 146,519 9,388,640 180,871
13 Office expenses ....... 57,277,657 38,267,477 18,810,196 199,984
14 Information technology ...... 24,621,741 2,897,576 21,724,165  
15 Royalties .. 1,835,506 1,210,611 624,895  
16 Occupancy ........... 43,302,035 17,938,905 25,079,034 284,096
17 Travel ............ 2,479,182 1,349,939 1,063,853 65,390
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 1,771,933 897,305 849,396 25,232
20 Interest ........... 30,386,025 5,292,789 25,093,236  
21 Payments to affiliates ....... 13,222,700 2,195,863 10,605,072 421,765
22 Depreciation, depletion, and amortization .. 67,044,113 53,729,796 13,234,516 79,801
23 Insurance ... 32,062,374 9,537,397 22,453,049 71,928
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 199,709,827 199,038,910 670,917  
b PURCHASED SERVICES 70,260,843 49,968,442 20,163,919 128,482
c PHARMACEUTICAL SUPPLIES 68,643,871 68,643,871    
d REPAIRS & MAINTENANCE 30,365,644 20,380,448 9,985,196  
e All other expenses 24,929,553 20,935,925 3,745,494 248,134
25 Total functional expenses. Add lines 1 through 24e 1,661,890,714 1,208,207,137 448,019,708 5,663,869
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 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 188,738 1 47,822
2 Savings and temporary cash investments ......... 300,392,485 2 382,043,765
3 Pledges and grants receivable, net ...... 15,684,566 3 14,140,838
4 Accounts receivable, net ............. 145,036,910 4 158,275,514
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 .... 0 7 0
8 Inventories for sale or use ........ 26,794,057 8 32,143,730
9 Prepaid expenses and deferred charges ...... 11,649,403 9 6,477,977
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,899,897,413
b Less: accumulated depreciation 10b 1,008,524,056 865,984,356 10c 891,373,357
11 Investments—publicly traded securities . 750,775,272 11 928,603,827
12 Investments—other securities. See Part IV, line 11 ..... 47,343,921 12 50,207,250
13 Investments—program-related. See Part IV, line 11 .. 94,621,287 13 98,796,029
14 Intangible assets ............... 4,415,932 14 4,377,293
15 Other assets. See Part IV, line 11 ........... 80,593,486 15 92,744,322
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,343,480,413 16 2,659,231,724
Liabilities 17 Accounts payable and accrued expenses ..... 166,753,310 17 184,990,074
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 1,423,249 19 1,537,078
20 Tax-exempt bond liabilities ......... 583,133,070 20 692,725,223
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 .. 26,387,136 23 28,283,507
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 388,631,593 25 410,810,046
26 Total liabilities. Add lines 17 through 25.. 1,166,328,358 26 1,318,345,928
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 1,040,725,111 27 1,193,621,750
28 Temporarily restricted net assets ........... 92,688,329 28 103,701,605
29 Permanently restricted net assets 43,738,615 29 43,562,441
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 ........... 1,177,152,055 33 1,340,885,796
34 Total liabilities and net assets/fund balances ........ 2,343,480,413 34 2,659,231,724
Form 990 (2015)
Form 990 (2015)
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
1,865,053,653
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,661,890,714
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
203,162,939
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
1,177,152,055
5
Net unrealized gains (losses) on investments ...............
5
-6,862,161
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
-32,567,037
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,340,885,796
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 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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
6
7
8
9
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 (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 3 Yes   2,095,101 0
(B) MERIDIAN NURSING & REHABILITATION INC
  		521772578 9 Yes   0 0
(C) MERIDIAN PRACTICE INSTITUTE INC
  		061755235 9 Yes   0 0
(D) MERIDIAN HOME CARE SERVICES INC
  		222731440 9 Yes   0 0
(E) JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION INC
  		222342452 7 Yes   0 0
(F) OCEAN MEDICAL CENTER FOUNDATION INC
  		222361311 7 Yes   0 0
(G) RIVERVIEW MEDICAL CENTER FOUNDATION INC
  		222333524 7 Yes   0 0
(H) MERIDIAN HEALTH FOUNDATION INC
  		300107825 7 Yes   0 0
(I) SOUTHERN OCEAN MEDICAL CENTER FOUNDATION INC
  		222666099 7 Yes   0 0
(J) BAYSHORE COMMUNITY HOSPITAL FOUNDATION INC
  		222367109 7 Yes   0 0
Total 10 2,095,101 0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2015

Schedule A (Form 990 or 990-EZ) 2015
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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (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
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
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
 
No
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 (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) 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 section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
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 I of Schedule L (Form 990 or 990-EZ).
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 9a) 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 9a) 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 section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b 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
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
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
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, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) 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) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2015 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-2015 		(iii)
Distributable
Amount for 2015
1 Distributable amount for 2015 from Section C, line
6 		0
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)		 0
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......0
e From 2014.......0
fTotal of lines 3a through e 0
g Applied to underdistributions of prior years 0
h Applied to 2015 distributable amount 0
i Carryover from 2010 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 0
4Distributions for 2015 from Section D, line 7:
$ 0
a Applied to underdistributions of prior years 0
b Applied to 2015 distributable amount 0
c Remainder. Subtract lines 4a and 4b from 4. 0
5 Remaining underdistributions for years prior to
2015, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		 0
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		 0
7 Excess distributions carryover to 2016. Add lines
3j and 4c.		 0
8 Breakdown of line 7:
a
b
c Excess from 2013.......0
d From 2014.......0
e From 2015.......0
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
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 HOSPITALS CORPORATION, THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE PUBLIC CHARITY STATUS FOR ALL OTHER SUBORDINATE ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990: HEALTH INNOVATIONS UNLIMITED, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; MERIDIAN HEALTH REALTY CORPORATION; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) ORGANIZATION; MERIDIAN HOME CARE SERVICES, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN NURSING AND REHABILITATION, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; MERIDIAN PRACTICE INSTITUTE, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) ORGANIZATION; RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION; SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION. BAYSHORE COMMUNITY HOSPITAL FOUNDATION, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) ORGANIZATION.
SCHEDULE A, PART IV, SECTION D, QUESTION 3 The supported organizations have a significant voice in this organizations investment policies and in directing the use of this organizations income or assets since they are all affiliates within Meridian Health; a tax-exempt integrated healthcare delivery system. All organizations, in keeping with the charitable mission of Meridian Health and in furthering the continuum of care, work together to provide medically necessary healthcare services to all individuals in a nondiscriminatory manner regardless of race, color, creed, sex, national origin or ability to pay.
SCHEDULE A, PART IV, SECTION E, QUESTION 2A IN ACCORDANCE WITH ITS STATED MISSION AND CHARITABLE PURPOSES, MERIDIAN HEALTH REALTY CORPORATION FURTHERS THE EXEMPT PURPOSES OF ITS SUPPORTED ORGANIZATIONS BY ACQUIRING, CONSTRUCTING, FINANCING, OPERATING AND OWNING OR LEASING PROPERTY FOR THEIR BENEFIT. IN 2015, MERIDIAN HEALTH REALTY CORPORATION PROVIDED SUPPORT TO MERIDIAN HOSPITALS CORPORATION BY TRANSFERRING LAND TO BE USED TO CONSTRUCT THE HOPE TOWER.
SCHEDULE A, PART IV, SECTION E, QUESTION 2B THE ACTIVITIES OF MERIDIAN HEALTH REALTY CORPORATION DESCRIBED ABOVE IN OUR RESPONSE TO PART IV, SECTION E, QUESTION 2A CONSTITUTE ACTIVITIES THAT, BUT FOR MERIDIAN HEALTH REALTY CORPORATION'S INVOLVEMENT, THE SUPPORTED ORGANIZATIONS WOULD NORMALLY BE INVOLVED AS IT IS NECESSARY FOR THEM TO CONSTRUCT, FINANCE, OPERATE, OWN OR LEASE PROPERTY IN ORDER TO FURTHER THEIR EXEMPT PURPOSES AND PROVIDE THE BEST HEALTH CARE SERVICES TO THE COMMUNITY.
Schedule A (Form 990 or 990-EZ) 2015


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
2015
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
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) (2015)

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 BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on 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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
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) ............................................... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................................... 595,129 595,129
c Total lobbying expenditures (add lines 1a and 1b) ....................................................................... 595,129 595,129
d Other exempt purpose expenditures ......................................................................................... 1,661,295,586 1,700,743,871
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................................... 1,661,890,715 1,701,339,000
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .......................................................................... 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (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 534,345 603,981 620,687 595,129 2,354,142
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       0 0
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
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 on 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) 2015


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," on 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
2015
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" on 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" on 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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" on 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 on 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 on 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) 2015

Schedule D (Form 990) 2015
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" on 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" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 51,115,204 45,754,653 44,107,000 40,932,000 39,461,000
b Contributions ... 30,000 139,000 167,000 561,000 1,868,000
c Net investment earnings, gains, and losses -131,390 5,361,551 1,620,653 2,754,000 -252,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		1,940,389 140,000 140,000 140,000 145,000
f Administrative expenses ....          
g End of year balance ...... 49,073,425 51,115,204 45,754,653 44,107,000 40,932,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet55.530 %
b
Permanent endowment SchDMd Bullet44.470 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on 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" on 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' on 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 ...   59,628,459 59,628,459
b Buildings   990,553,939 384,797,399 605,756,540
c Leasehold improvements   12,040,590 6,384,575 5,656,015
d Equipment ...   754,690,460 602,435,328 152,255,132
e Other ...   82,983,965 14,906,754 68,077,211
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 891,373,357
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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' on 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
PARTY PAYORS 104,662,666
ACCRUED PENSION & RETIREMENT 86,780,132
DUE TO RELATED PARTIES 8,029,126
RESIDENT DEPOSITS 409,433
OTHER LONG-TERM LIABILITIES 85,140,395
CHARITABLE GIFT ANNUITY 337,246
CHARITABLE REMAINDER TRUST 13,725
OTHER CURRENT LIABILITIES 55,254,037
FAIR VALUE OF DERIVATIVE INSTRUMENTS 70,131,566
SECURITY DEPOSITS 51,720
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 410,810,046
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) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on 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' on 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, QUESTION 4 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.
SCHEDULE D, PART X, QUESTION 2 THE ORGANIZATIONS ARE AFFILIATES WITHIN MERIDIAN HEALTH SYSTEM, INC. AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ISSUES AUDITED CONSOLIDATED FINANCIAL STATEMENTS PREPARED 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 AUDITED CONSOLIDATED 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 2015 AUDITED CONSOLIDATED 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, 2015 AND DECEMBER 31, 2014; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2015 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, 2015 AND DECEMBER 31, 2014; RESPECTIVELY. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2015 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 2015 AND 2014.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
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 17,143,130
Central America and the Caribbean     Investments   4,236,793
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     21,379,923
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     21,379,923
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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) 2015
Schedule F (Form 990) 2015Page 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) 2015
Schedule F (Form 990) 2015
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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
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) 2015
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" on 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
2015
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" on 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
THE ANGELETTI GROUP LLC
HARRISON HOUSE
PO BOX 188
NEW VERNON, NJ07976 		FUNDRAISING CONSULTING   No 0 118,750 0
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 0 118,750 0
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.
NJ
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on 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.




VerticalRevenue
(a) Event #1

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

SPORTS CLASSIC
(event type) 		(c) Other events

8
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
1,040,523
406,840
1,327,653
2,775,016

2
Less: Contributions . . . .
718,388
289,380
842,950
1,850,718
3 Gross income (line 1 minus
line 2) . . . . . .
322,135
117,460
484,703
924,298



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .     16,500 16,500
7 Food and beverages . . . 138,362 73,575 223,605 435,542
8 Entertainment . . . . 17,000   55,676 72,676
9 Other direct expenses . . . 166,773 43,885 188,922 399,580
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 924,298
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on 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 . . . . .
 
 
63,400
63,400
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
31,700
31,700

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
166,773
43,885
188,922
399,580


6

Volunteer labor . . . .
%
%
100.000 %


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
31,700

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
31,700

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) 2015
Schedule G (Form 990 or 990-EZ) 2015
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 activity 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 complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on 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
2015
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
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		  23,188 21,972,015 11,317,650 10,654,365 0.770 %
b Medicaid (from Worksheet 3, column a) . . . . .   132,613 183,519,129 154,312,649 29,206,480 2.100 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .   155,801 205,491,144 165,630,299 39,860,845 2.870 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     2,056,192 0 2,056,192 0.150 %
f Health professions education (from Worksheet 5) . . .     31,649,817 8,224,463 23,425,354 1.680 %
g Subsidized health services (from Worksheet 6) . . . .   53,784 235,500,807 201,612,739 33,888,068 2.440 %
h Research (from Worksheet 7) .     2,137,339 863,960 1,273,379 0.090 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     360,063 0 360,063 0.030 %
j Total. Other Benefits . .   53,784 271,704,218 210,701,162 61,003,056 4.390 %
k Total. Add lines 7d and 7j .   209,585 477,195,362 376,331,461 100,863,901 7.260 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
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
59,543,204
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
29,940,716
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
442,055,442
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
394,880,132
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
47,175,310
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 %   50 %
2SOUTHERN OCEAN CTY
  		       
3DIALYSIS CLINIC LLC
  		DIALYSIS MEDICAL SERVICES 24.5 %   24.5 %
4SOUTHERN OCEAN HLTH
  		       
5ALLIANCE INC
  		MEDICAL SERVICES 57.1 %   42.9 %
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
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) 2015
Schedule H (Form 990) 2015
Page 4
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  
6 a 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" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on 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) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
MERIDIAN HOSPITALS CORP & SUB
Name of hospital facility or letter of facility reporting group  
Yes No
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
www.meridianhealth.com
b
www.meridianhealth.com
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) 2015
Schedule H (Form 990) 2015
Page 6
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 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 19. (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) 2015
Schedule H (Form 990) 2015
Page 7
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"), Meridian's five community advisory committees were consulted (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. A precise and carefully executed methodology is critical in asserting the validity of the results gathered in the 2011 PRC Community Health Survey. Thus, to ensure the best representation of the population surveyed, a telephone interview methodology was employed. The primary advantages of telephone interviews are timeliness, efficiency and random-selection capabilities. The sample design used for this effort consisted of a stratified random sample of 1,054 individuals age 18 and older in the Total Area. The sample plan was constructed to include minimum sample thresholds for each hospital service area, as well as among Hispanic and African American respondents. In all, 586 interviews were conducted in zip codes associated with Monmouth County, and 468 were conducted in zip codes associated with Ocean County. After the data were collected, all of the interviews were weighted into their correct proportions (based on actual population distribution) at the service area level. All administration of the surveys, data collection and data analysis was conducted by Professional Research Consultants, Inc. (PRC). As part of the community health needs assessment, five focus groups were held (one at each of the five hospitals). These focus groups included meetings with 32 key informants in the community, including members of the hospitals' Community Advisory Councils and other community leaders. A list of recommended participants for the focus groups was provided by Meridian Health System. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Focus group candidates were first contacted by letter to request their participation. Follow-up phone calls were then made to ascertain whether or not they would be able to attend. Confirmation calls were placed the day before the groups were scheduled to insure they would have a reasonable turnout. The focus group sessions were recorded on audio tapes from which verbatim comments in the report are taken. After each quote, the speaker's group is denoted; however, aside from this group affiliation, there are no names connected with the comments, as participants were asked to speak candidly and assured of confidentiality.
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 Monmouth Medical Center Southern Campus (formerly known as Kimball Medical Center) also participated). The hospital facilities worked collaboratively with the health coalitions which are made up of county and local health departments, social service providers, hospitals, and others.
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. 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 16i Patient Notice of Availability of Assistance Meridian Hospitals Corporation adheres to the patient notification requirements of Financial Assistance Programs that are available to patients who are eligible for assistance programs based on the regulations established in NJAC 10:52, Subchapters 11, 12, 13. A request for Charity Care and a determination of financial need may be done at any point, starting from when a patient anticipates a medical visit up to two years after date of service. Eligibility is from the date of service and length of eligibility is based on the type of charity received see below. - ER charity only For Inpatients admitted through Emergency Room, good for that hospital stay only. - 3 month charity For Outpatient/Observation - Patients that are qualified for NJ Family Care. This type of charity care covers the patients for any additional services they need from the hospital for the next 3 months while they are waiting for the NJFC approval. - 4 months up to one year charity Patients who would not qualify for NJ Family Care (i.e.; already have insurance but no secondary, undocumented, Medicare no secondary, individuals who would qualify for Marketplace but cant apply due to Marketplace being closed). Charity Care applications and department contact information are available at any Meridian Health facility, by accessing www.meridianhealth.com/financialassistance, and hospital staff have been provided with contact information. Meridian Hospitals Corporation maintains financial assistance offices at Jersey Shore University Medical Center (Neptune, NJ), Ocean Medical Center (Brick, NJ), Riverview Medical Center (Red Bank, NJ), Southern Ocean Medical Center (Manahawkin, NJ), Bayshore Community Hospital (Holmdel, NJ), Meridian Family Health Center (Neptune, NJ), Jane H. Booker Family Health Center (Neptune, NJ), Booker Behavioral Health Center (Shrewsbury, NJ), and Parkway 100 Behavioral Health Center (Neptune, NJ). Financial Assistance Counselors are available on site at these locations for interviews and to answer questions. To make an appointment, applicants should call (732) 212-6505. Applicants must provide Meridian Hospitals Corporation with a completed Charity Care application. Required documents include identification, proof that he/she has been residing in New Jersey since the time of service and intend to remain in the State, proof of income for one month prior to the date of service, and bank statements that include the balance on the date of service, and a signed application attesting to the data submitted. Additional documents may be required depending on the individual applicants circumstance. Completed applications can be mailed, emailed, delivered personally or transcribed via the telephone (with original signature to follow) to any Meridian Hospitals Corporation facility. In an effort to ensure that the community serviced by Meridian Hospitals Corporation is aware of the Financial Assistance/Charity Care Programs, availability of all programs appears on statements and collection letters. Notices are posted and Plain Language Summaries and applications are available in emergency departments, urgent care centers, admitting and registration departments, and patient financial services offices that are located at each campus. Notices and applications are posted and available in English and in Spanish, which are the primary languages of the populations with limited English proficiency that constitute more than 5% or 1,000 individuals of the population. Meridian Hospitals Corporation provides language interpreting and translation services, and provides information to patients with vision, speech, hearing or cognitive impairments in a manner that meets the patients needs. Financial Counselors participate in community outreach programs. The Financial Assistance/Charity Care Policy and charity care application are posted on the Meridian Hospitals Corporation website at www.meridianhealth.com/about-meridian/your-bill and are available free upon request. The guide contains information regarding all NJ Medicaid programs, SSI Medicaid, NJ Family Care, Presumptive Eligibility, and Charity Care. A Charity Care Application and New Jersey Hospital Care Payment Assistance Fact Sheet are available at each campus. A Plain Language Summary is available, distributed and posted in Community Centers, Churches, public gathering areas and community events. This document is offered at all points of patient registration.
Part V, Section B, Line 20e BILLING/COLLECTION ACTIVITY Current Accounts Receivable ("AR") that reach the end of the self-pay billing cycle (self-pay bill cycle is generally less than 80 days and includes two statements and two letters) without payment or evidence of Charity Care eligibility are transferred to bad debt as stipulated in Patient Accounts policies and procedures. Meridian Hospitals Corporation does not engage in Extraordinary Collection Actions ("ECAs") against an individual prior to reasonable efforts being made to determine whether the individual is Financial Assistance Program-eligible. Reasonable efforts to determine Financial Assistance Program eligibility include 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 a written letter at least 30 days before the completion deadline notifying the patient of the actions that will be taken if application is not completed by the deadline. Primary bad debt collection agencies work the accounts for 180 days from the first post-charge billing statement. Accounts that remain unpaid at the end of 180 days are automatically reassigned to a secondary agency for an additional 180 days. Meridian Hospitals Corporation may also satisfy the notification requirements and aggregate an individuals outstanding bills by simultaneously notifying the individual about its Financial Assistance Policy and Extraordinary Collection Actions as long as 120 days have passed since the first post-discharge billing statement. 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, who will facilitate the 30 day notice, can engage in extraordinary collection actions which will include judgments, liens and garnishments. Extraordinary collection actions are suspended during this time if the patient does submit a financial assistance application. The hospital continues to accept and process any financial assistance applications if completed, for up to 24 months after the first post-discharge billing statement. Accounts that are transferred to bad debt greater than $25,000 are reviewed by the Vice President of Patient Financial Services. If the patient meets the eligibility requirements for charity care, any payments paid by the patient will be refunded and any extraordinary collection efforts that have been taken will be terminated. NOTIFICATION REQUIREMENTS Notice of availability of the two programs is included on all statements and collection letters sent to patients during the self-pay billing cycle. Charity Care fact sheets, a Financial Assistance guide and applications are available on the Meridian website and at each campus. Meridian Hospitals Corporation also participates in Community Outreach Programs.
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. Patients who qualify for less than 100% of Charity Care will be charged the lesser of Amounts Generally Billed (AGB) or any other discount offered under the Meridian Health Financial Assistance Policy. Pursuant to Internal Revenue Code (IRC) Section 501(r)(5), in the case of emergency or other medically necessary care, FAP-eligible patients will not be charged more than an individual who has insurance covering such care. In accordance with IRC Section 501(r)(5), a hospital facility may determine AGB for any emergency or other medically necessary care provided to a FAP-eligible individual by using the billing and coding process the hospital facility would use if the FAP-eligible individual were Medicaid beneficiary and setting AGB for the care at the amount the hospital facility determines would be the total amount Medicaid would allow for the care (including both the amount that would be reimbursed Medicaid and the amount the beneficiary would be personally responsible for paying in the form of co-payments, co-insurance, and deductibles). Meridian Health has chosen to implement the Prospective Medicaid Method to determine the AGB.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
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?32
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 JERSEY SHORE OP BEHAVIORAL HEALTH
1200 JUMPING BROOK ROAD
NEPTUNE,NJ07753 		PHYSICAL, GROUP & FAMILY THERAPY/MEDICATION MANAGEMENT/ SUBSTANCE ABUSE
16 MERIDIAN REHABILITATION AT FORKED RIVER
730 LACEY ROAD
FORKED RIVER,NJ08731 		PHYSICAL THERAPY
17 CENTER FOR SLEEP DISORDERS
2446 CHURCH ROAD SUITE 3A
TOMS RIVER,NJ08753 		SLEEP LAB
18 MERIDIAN REHAB AT LITTLE EGG HARBOR
279 MATHISTOWN ROAD
LITTLE EGG HARBOR,NJ08087 		PHYSICAL THERAPY/OCCUPATIONAL THERAPY
19 Southern Ocean County Dialysis Clinic
1301 Rt 72 W
Manahawkin,NJ08050 		Dialysis Medical Services
20 Health Village Imaging LLC
1301 Rt 72 W
Manahawkin,NJ08050 		Radiology Medical Services
21 OCEAN MEDICAL CTRFAMILY HEALTH CTR
1608 RT 88 SUITE 207
BRICK,NJ08724 		CLINIC
22 THE CTR FOR SLEEP MEDICINE AT BAYSHORE
678 NORTH BEERS STREET
HOLMDEL,NJ07733 		SLEEP LAB
23 CENTER FOR WOUND HEALING AT BAYSHORE
735 NORTH BEERS STREET
HOLMDEL,NJ07733 		WOUND HEALING
24 JACKSON HEALTH VILLAGE LABORATORY
27 SOUTH COOKS BRIDGE RD SUITE M12
JACKSON,NJ08527 		LABORATORY SERVICES
25 MERIDIAN REHABILITATION AT JACKSON
27 SOUTH COOKS BRIDGE RD SUITE M10
JACKSON,NJ08527 		REHABILITATIVE CARE
26 SOUTHERN OCEAN CENTER FOR HEALTH
730 LACEY ROAD
FORKED RIVER,NJ08731 		LABORATORY SERVICES RADIOLOGY
27 SOUTHERN OCEAN CENTER FOR HEALTH
279 MATHISTOWN ROAD
LITTLE EGG HARBOR,NJ08087 		LABORATORY SERVICES RADIOLOGY
28 MERIDIAN CANCER CARE
27 S COOKS BRIDGE ROAD STE M7
JACKSON,NJ08527 		CANCER CARE
29 MERIDIAN CANCER CARE AT BCH
735 NORTH BEERS STREET
HOLMDEL,NJ07733 		CANCER CARE
30 MERIDIAN REAHAB OP THERAPY MANAHAWKIN
56 NAUTILUS DRIVE
MANAHAWKIN,NJ08050 		REHABILITATIVE CARE
31 MERIDIAN CARDIAC REHAB & IMAGING
27 S COOKS BRIDGE ROAD STE 11 1
JACKSON,NJ08527 		REHABILITATIVE CARE, RADIOLOGY
32 MERIDIAN FITNESS WELLNESS - MANAHAWKIN
ROUTE 9 SOUTH
STAFFORD TWP,NJ08092 		PHYSICAL THERAPY
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
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
Schedule H, Part III, Line 8 USING THE MEDICARE COST REPORT AS THE TOOL TO DEFINE COSTS (EXPENSES) IN THE DEVELOPMENT OF A FINANCIAL PERFORMANCE POSITION WILL GROSSLY UNDERSTATE THE TOTAL COSTS INCURRED BY AN ORGANIZATION NEEDED TO MEET THE DEMANDS OF ITS OPERATIONS. THE MEDICARE COST REPORT EXCLUDES CERTAIN INHERENT COSTS THAT WOULD HAVE BEEN OTHERWISE INCLUDED IN THE DEVELOPMENT OF A FINANCIAL PERFORMANCE POSITION. HAD THE COST ACCOUNTING SYSTEM BEEN USED TO PERFORM THIS CALCULATION, THE ORGANIZATION WOULD HAVE INCURRED A $35.2 MILLION SHORTFALL ON SCHEDULE H, PART III, LINES 5-7.
Schedule H (Form 990) 2015
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," on 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
2015
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" on 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) 23,750       RESEARCH SUPPORT
(2) AMERICAN HEART ASSOCIATION
208 WEST END AVE
BRIDGEWATER,NJ08807 		13-5613797 501(C)(3) 40,275       RESEARCH SUPPORT
(3) HOLIDAY EXPRESS Inc
1184 OCEAN AVE C-8
SEA BRIGHT,NJ07760 		22-3470019 501(C)(3) 11,000       SAFETY & WELLNESS
(4) AMERICAN RED CROSS
PO BOX 33093
NEWARK,NJ071880093 		53-0196605 501(C)(3) 7,500       SAFETY & WELLNESS
(5) MONMOUTH PARK CHARITY FUND
175 OCEANPORT AVE
OCEANPORT,NJ07757 		22-6063135 501(C)(3) 10,000       SAFETY & WELLNESS
(6) TWO RIVER THEATER COMPANY Inc
21 BRIDGE AVE
RED BANK,NJ07701 		52-1857757 501(C)(3) 10,000       ART & CULTURE
(7) MONMOUTH COUNCIL BOY SCOUTS OF AMERICA
705 GINESI DRIVE
MORGANVILLE,NJ07751 		21-0634963 501(C)(3) 5,500       CHILDREN'S HEALTH
(8) THE COMMUNITY YMCA
113 TINDALL RD
MIDDLETOWN,NJ07748 		21-0635051 501(C)(3) 5,750       SAFETY & WELLNESS
(9) MARCH OF DIMES FOUNDATION
1010 EAST PARK BLVD
CRANBURY,NJ08512 		13-1846366 501(C)(3) 6,500       HEALTH & WELLNESS
(10) BIG BROTHERS BIG SISTERS
174 MAIN STREET
EATONTOWN,NJ07724 		22-2155416 501(C)(3) 10,500       CHILDREN'S HEALTH
(11) SUSAN G KOMEN
TWO PRINCESS RD SUITE D
LAWRENCEVILLE,NJ08648 		73-2052349 501(C)(3) 10,000       RESEARCH SUPPORT
(12) BROOKDALE COMMUNITY COLLEGE
765 NEWMAN SPRINGS ROAD
LINCROFT,NJ07738 		22-1849485 501(C)(3) 8,150       HIGHER EDUCATION
(13) ARC MONMOUTH
1158 WAYSIDE RD
TINTON FALLS,NJ07712 		22-2545563 501(c)(3) 5,500       COMMUNITY SUPPORT
(14) HACKENSACK UNIV MEDICAL CTR FOUNDATION
360 ESSEX ST STE 301
HACKENSACK,NJ07601 		22-2339534 501(c)(3) 16,250       HEALTHCARE
(15) RARITAN BAY HEALTHCARE FOUNDATION INC
530 NEW BRUNSWICK AVENUE
PERTH AMBOY,NJ08861 		22-2656665 501(C)(3) 8,400       HEALTHCARE
(16) ANABEL FOUNDATION INC
483 HARDING ROAD
RED BANK,NJ07704 		59-3812015 501(C)(3) 7,500       CHILDREN'S HEALTH
(17) GIRL SCOUTS OF THE JERSEY SHORE INC
242 ADELPHIA ROAD
FARMINGDALE,NJ07727 		21-0731966 501(C)(3) 11,500       SAFETY & WELLNESS
(18) JOHN F KENNEDY MEDICAL CENTER FOUNDATION INC
98 JAMES STREET
EDISON,NJ08820 		22-2315044 501(C)(3) 6,500       HEALTHCARE
(19) PREFERRED BEHAVIORAL HEALTH OF NJ INC
700 AIRPORT ROAD
LAKEWOOD,NJ08701 		22-2196988 501(C)(3) 6,040       MENTAL HEALTH
(20) NJ VIETNAM VETERANS MEMORIAL FOUNDATION
PO BOX 648
HOLMDEL,NJ07733 		22-2918698 501(C)(3) 6,000       ART & CULTURE
(21) MICHAEL GERARD PUHARIC MEMORIAL FUND INC
PO BOX 787
MATAWAN,NJ07747 		22-3761121 501(C)(3) 5,750       CHILDREN'S HEALTH
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
21
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) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 203 209,750      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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 TO CHARITABLE ORGANIZATIONS THROUGH CHARITABLE DONATIONS IN MERIDIAN HEALTH'S COMMUNITY SERVICE AREA. ADDITIONALLY, MERIDIAN ENCOURAGES ITS LEADERS, PHYSICIANS, AND TEAM MEMBERS TO SERVE ON THESE LOCAL CHARITABLE ORGANIZATION 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; AND - 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 2015, THE AMOUNT OF GRANTS PAID TO INDIVDUAL ORGANIZATIONS IN AMOUNTS EQUAL TO OR LESS THAN $5,000 WAS A TOTAL OF $108,945.
SCHEDULE I; PART III SCHOLARSHIPS ARE AWARDED BASED ON AN ANALYSIS OF CRITERIA OF ESTABLISHED POLICY SET BY MERIDIAN HEALTH SYSTEM, INC. THE SCHOLARSHIP RECIPIENTS ARE SELECTED BY A COMMITTEE OF THE ORGANIZATION BASED ON AN A REVIEW AND ANALYSIS OF THE OBJECTIVE AND NONDISCRIMINATORY CRITERIA.
Schedule I (Form 990) 2015



Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on 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
2015
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 on 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 on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on 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 on 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" on 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) 2015

Schedule J (Form 990) 2015
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 on 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 on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Steven G LittlesonPresident, MHC/Trustee (i)

(ii)		 689,432
-------------
0 		280,000
-------------
0 		248,204
-------------
0 		166,302
-------------
0 		32,806
-------------
0 		1,416,744
-------------
0 		228,197
-------------
0
2John K Lloyd FACHEPresident/CEO - Trustee (i)

(ii)		 1,140,835
-------------
0 		800,000
-------------
0 		72,289
-------------
0 		1,082,972
-------------
0 		53,556
-------------
0 		3,149,652
-------------
0 		0
-------------
0
3Salvatore InciardiPres/Trustee, Sr. VP Bus Dev (i)

(ii)		 356,817
-------------
0 		180,000
-------------
0 		156,377
-------------
0 		108,951
-------------
0 		23,358
-------------
0 		825,503
-------------
0 		146,625
-------------
0
4Michele MendelsonVP & Sec/Trustee, VP Home Care (i)

(ii)		 225,603
-------------
0 		65,000
-------------
0 		28,979
-------------
0 		32,085
-------------
0 		32,590
-------------
0 		384,257
-------------
0 		0
-------------
0
5Joseph M LemaireTreas/Trust,EVP/PARTNER CO OPS (i)

(ii)		 787,587
-------------
0 		200,000
-------------
0 		209,440
-------------
0 		386,113
-------------
0 		34,751
-------------
0 		1,617,891
-------------
0 		0
-------------
0
6Joseph StampePres/Trustee, Pres Foundations (i)

(ii)		 286,302
-------------
0 		70,000
-------------
0 		12,292
-------------
0 		42,600
-------------
0 		34,671
-------------
0 		445,865
-------------
0 		0
-------------
0
7Timothy J HoganTrustee, Regional Pres RMC/BCH (i)

(ii)		 606,049
-------------
0 		184,000
-------------
0 		214,583
-------------
0 		113,132
-------------
0 		32,794
-------------
0 		1,150,558
-------------
0 		158,408
-------------
0
8Jennifer SmithTrustee, Exec Dir. RMCF & BCHF (i)

(ii)		 158,783
-------------
0 		3,200
-------------
0 		2,168
-------------
0 		7,800
-------------
0 		20,123
-------------
0 		192,074
-------------
0 		0
-------------
0
9Kenneth N Sable MDTrustee, President JSUMC (i)

(ii)		 676,196
-------------
0 		0
-------------
0 		30,813
-------------
0 		0
-------------
0 		37,139
-------------
0 		744,148
-------------
0 		0
-------------
0
10Dean Q LinPres/Trustee, President OMC (i)

(ii)		 484,297
-------------
0 		137,500
-------------
0 		80,003
-------------
0 		80,425
-------------
0 		21,225
-------------
0 		803,450
-------------
0 		32,141
-------------
0
11Matthew LangTrustee, Executive Dir. OMCF (i)

(ii)		 124,406
-------------
0 		0
-------------
0 		2,135
-------------
0 		3,406
-------------
0 		20,091
-------------
0 		150,038
-------------
0 		0
-------------
0
12Joseph P CoyleTrustee, President SOMC (i)

(ii)		 431,451
-------------
0 		138,500
-------------
0 		169,445
-------------
0 		60,824
-------------
0 		25,505
-------------
0 		825,725
-------------
0 		124,459
-------------
0
13Timothy Nolan 11 - 130EVP Meridian Health Solutions (i)

(ii)		 70,039
-------------
0 		650,000
-------------
0 		40,471
-------------
0 		7,800
-------------
0 		2,788
-------------
0 		771,098
-------------
0 		0
-------------
0
14Patrick Young Eff 53115EVP Meridian Health Solutions (i)

(ii)		 310,909
-------------
0 		0
-------------
0 		15,535
-------------
0 		0
-------------
0 		13,847
-------------
0 		340,291
-------------
0 		0
-------------
0
15Ann B Gavzy EsqSr. VP Legal Affairs (i)

(ii)		 416,799
-------------
0 		120,000
-------------
0 		161,180
-------------
0 		130,452
-------------
0 		23,387
-------------
0 		851,818
-------------
0 		133,475
-------------
0
16Rebecca WeberSr. VP & Chief Information Off (i)

(ii)		 397,679
-------------
0 		120,000
-------------
0 		77,441
-------------
0 		131,998
-------------
0 		23,396
-------------
0 		750,514
-------------
0 		44,948
-------------
0
17Sherrie StringSr. VP Human Resources (i)

(ii)		 392,348
-------------
0 		95,000
-------------
0 		59,139
-------------
0 		66,725
-------------
0 		16,862
-------------
0 		630,074
-------------
0 		29,263
-------------
0
18Kim Carpenter MDSr. VP Clinical Effectiveness (i)

(ii)		 371,567
-------------
0 		74,600
-------------
0 		15,581
-------------
0 		34,846
-------------
0 		32,353
-------------
0 		528,947
-------------
0 		0
-------------
0
19Maureen SintichSr. VP of Nursing (i)

(ii)		 376,372
-------------
0 		28,000
-------------
0 		18,891
-------------
0 		22,774
-------------
0 		23,379
-------------
0 		469,416
-------------
0 		0
-------------
0
20Marty Scott Eff 3215Sr. VP Chief Quality Officer (i)

(ii)		 377,508
-------------
0 		0
-------------
0 		20,774
-------------
0 		0
-------------
0 		26,719
-------------
0 		425,001
-------------
0 		0
-------------
0
21Joseph Reichman MDVP Clinical Effectiveness (i)

(ii)		 335,815
-------------
0 		66,300
-------------
0 		42,570
-------------
0 		26,496
-------------
0 		1,940
-------------
0 		473,121
-------------
0 		0
-------------
0
22Robert PalermoVP Finance (i)

(ii)		 298,572
-------------
0 		80,000
-------------
0 		61,698
-------------
0 		44,890
-------------
0 		34,244
-------------
0 		519,404
-------------
0 		35,464
-------------
0
23Terry MannaVP Managed Care (i)

(ii)		 301,966
-------------
0 		65,000
-------------
0 		25,595
-------------
0 		27,191
-------------
0 		31,874
-------------
0 		451,626
-------------
0 		0
-------------
0
24Marilyn KoczanVP Patient Financial Services (i)

(ii)		 271,825
-------------
0 		55,000
-------------
0 		58,740
-------------
0 		67,500
-------------
0 		4,136
-------------
0 		457,201
-------------
0 		28,735
-------------
0
25Ian Leber MDVP Clinical Effectiveness (i)

(ii)		 290,946
-------------
0 		63,000
-------------
0 		26,232
-------------
0 		9,125
-------------
0 		37,108
-------------
0 		426,411
-------------
0 		0
-------------
0
26Richard HandVP Finance (i)

(ii)		 259,523
-------------
0 		55,000
-------------
0 		41,434
-------------
0 		38,259
-------------
0 		18,538
-------------
0 		412,754
-------------
0 		13,925
-------------
0
27Theodore Zaleski MDVP Clinical Effectiveness (i)

(ii)		 303,482
-------------
0 		26,700
-------------
0 		20,415
-------------
0 		4,444
-------------
0 		31,694
-------------
0 		386,735
-------------
0 		0
-------------
0
28Vincent J Vivona DO JD FACPVP Clinical Eff (eff 8/2/15) (i)

(ii)		 217,217
-------------
0 		0
-------------
0 		19,030
-------------
0 		3,877
-------------
0 		31,004
-------------
0 		271,128
-------------
0 		0
-------------
0
29Mark Krasna MDOncology Medical Director (i)

(ii)		 695,904
-------------
0 		154,934
-------------
0 		15,487
-------------
0 		7,800
-------------
0 		32,188
-------------
0 		906,313
-------------
0 		0
-------------
0
30Alan Colicchio MDNeurosciences Medical Director (i)

(ii)		 477,814
-------------
0 		0
-------------
0 		30,378
-------------
0 		7,800
-------------
0 		31,939
-------------
0 		547,931
-------------
0 		0
-------------
0
31Frank GoldsteinVP Physician Services (i)

(ii)		 361,755
-------------
0 		90,000
-------------
0 		52,877
-------------
0 		41,747
-------------
0 		23,325
-------------
0 		569,704
-------------
0 		0
-------------
0
32James A Clarke MDVP Primary Care (i)

(ii)		 386,666
-------------
0 		77,000
-------------
0 		12,657
-------------
0 		9,125
-------------
0 		31,568
-------------
0 		517,016
-------------
0 		0
-------------
0
33James MolloyVP Government Relations (i)

(ii)		 314,724
-------------
0 		90,000
-------------
0 		10,480
-------------
0 		38,135
-------------
0 		22,706
-------------
0 		476,045
-------------
0 		0
-------------
0
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
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 2015 FORM W-2, BOX 1, AS TAXABLE WAGES AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION: STEVEN G. LITTLESON, $228,197; SALVATORE INCIARDI, $146,625; TIMOTHY J. HOGAN, $158,408; DEAN Q. LIN, $32,141; JOSEPH P. COYLE, $124,459; ANN B. GAVZY, ESQ., $133,475; REBECCA WEBER, $44,948; SHERRIE STRING, $29,263; ROBERT PALERMO, $35,464; MARILYN KOCZAN, $28,735; AND RICHARD HAND, $13,925. The amount reflected in Schedule J, Part II, Column B(iii) for the following individual includes an amount of compensation that was provided to the individual in accordance with his 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 amount outlined herein was included in the individual's 2015 form W-2, Boxes 1 and 5, as taxable wages: Joseph M. Lemaire, $170,000. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDES A RETENTION BONUS WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER RECEIVE THIS BENEFIT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, AS TAXABLE WAGES: JOHN K. LLOYD, FACHE, $350,000 AND REBECCA WEBER, $70,000. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, AS TAXABLE WAGES: JOSEPH M. LEMAIRE, $348,103; JOSEPH STAMPE, $34,800; DEAN Q. LIN, $71,300; REBECCA WEBER, $20,600; SHERRIE STRING, $57,600; KIM CARPENTER, $57,600; MAUREEN SINTICH, $16,900; ROBERT PALERMO, $15,600; MARILYN KOCZAN, $13,800 AND RICHARD HAND, $13,600. 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 2015 FORM W-2, AS TAXABLE WAGES: STEVEN G. LITTLESON $131,654; JOHN K. LLOYD, FACHE, $668,977; SALVATORE INCIARDI, $65,149; JOSEPH M. LEMAIRE, $30,210; TIMOTHY HOGAN, $80,176; JOSEPH COYLE, $32,173 AND ANN B. GAVZY, ESQ., $94,175.
SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2015 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2015 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 2015 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 2015 FORM W-2, BOX 1, AS TAXABLE WAGES: STEVEN G. LITTLESON, $228,197; SALVATORE INCIARDI, $146,625; TIMOTHY J. HOGAN, $158,408; DEAN Q. LIN, $32,141; JOSEPH P. COYLE, $124,459; ANN B. GAVZY, ESQ., $133,475; REBECCA WEBER, $44,948; SHERRIE STRING, $29,263; ROBERT PALERMO, $35,464; MARILYN KOCZAN, $28,735; AND RICHARD HAND, $13,925.
Schedule J (Form 990) 2015
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
2015
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 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND 1993 SERIES   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFUND PRE-2003 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F2D4 10-03-2012 135,415,000 REFUND POST-2002 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 29,525,000 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084   11-02-2015 130,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 3,570,000 2,645,000 1,600,000 4,625,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 16,032,128 18,390,000 5,207,649 33,452,081
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 ............... 205,792 365,791 56,802 435,471
8 Credit enhancement from proceeds ............. 62,695 65,353 21,731 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 15,763,641 0 0 0
11 Other spent proceeds ............. 0 17,958,856 5,129,116 33,016,610
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2007 2006 2007 2013
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    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X       X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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    
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    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %   0 %  
6 Total of lines 4 and 5 ............. 0 %   0 %  
7 Does the bond issue meet the private security or payment test? ...   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    
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    
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      
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
  		WELLS FARGO
  		0
  		0
 
c Term of hedge .........   12 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 .......... 0
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
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
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 IV, LINE 2C - THE COMPUTATION FOR THE BOND ISSUED ON 12/13/2007 WAS COMPUTED ON DECEMBER 13, 2012 AND COMPLETED ON FEBRUARY 6, 2013.
Schedule K (Form 990) 2015

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
2015
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 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND 1993 SERIES   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFUND PRE-2003 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F2D4 10-03-2012 135,415,000 REFUND POST-2002 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 29,525,000 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084   11-02-2015 130,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 3,570,000 2,645,000 1,600,000 4,625,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 16,032,128 18,390,000 5,207,649 33,452,081
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 ............... 205,792 365,791 56,802 435,471
8 Credit enhancement from proceeds ............. 62,695 65,353 21,731 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 15,763,641 0 0 0
11 Other spent proceeds ............. 0 17,958,856 5,129,116 33,016,610
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2007 2006 2007 2013
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    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X       X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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    
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    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %   0 %  
6 Total of lines 4 and 5 ............. 0 %   0 %  
7 Does the bond issue meet the private security or payment test? ...   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    
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    
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      
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
  		WELLS FARGO
  		0
  		0
 
c Term of hedge .........   12 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 .......... 0
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
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
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 IV, LINE 2C - THE COMPUTATION FOR THE BOND ISSUED ON 12/13/2007 WAS COMPUTED ON DECEMBER 13, 2012 AND COMPLETED ON FEBRUARY 6, 2013.
Schedule K (Form 990) 2015

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
2015
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 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND 1993 SERIES   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FSE4 12-13-2007 242,125,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 200,595,000 REFUND PRE-2003 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F2D4 10-03-2012 135,415,000 REFUND POST-2002 BONDS   X   X X  
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 29,525,000 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084   11-02-2015 130,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired .................. 3,570,000 2,645,000 1,600,000 4,625,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 16,032,128 18,390,000 5,207,649 33,452,081
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 ............... 205,792 365,791 56,802 435,471
8 Credit enhancement from proceeds ............. 62,695 65,353 21,731 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 15,763,641 0 0 0
11 Other spent proceeds ............. 0 17,958,856 5,129,116 33,016,610
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2007 2006 2007 2013
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    
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X       X    
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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    
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    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 %   0 %  
6 Total of lines 4 and 5 ............. 0 %   0 %  
7 Does the bond issue meet the private security or payment test? ...   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    
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    
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      
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
  		WELLS FARGO
  		0
  		0
 
c Term of hedge .........   12 %    
d Was the hedge superintegrated? ......       X        
e Was the hedge terminated? ........       X        
Schedule K (Form 990) 2015

Schedule K (Form 990) 2015
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 .......... 0
  		0
  		0
  		0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
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
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 IV, LINE 2C - THE COMPUTATION FOR THE BOND ISSUED ON 12/13/2007 WAS COMPUTED ON DECEMBER 13, 2012 AND COMPLETED ON FEBRUARY 6, 2013.
Schedule K (Form 990) 2015

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
2015
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) 2015
Schedule L (Form 990 or 990-EZ) 2015
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) PATRICK DELANEY Fam Mem - Trustee/OFFICER 47,049 EMPLOYEE   No
(2) Larson Whelan Fam Mem - Trustee/OFFICER 79,273 Employee   No
(3) Geralynn Koczan Family Member - Key Empl. 11,867 Employee   No
(4) William Koczan Family Member - Key Empl. 15,689 Employee   No
(5) Peter Litwin Family Member - Trustee 126,713 Employee   No
(6) Caitlin Coyle Fam Mem - Trustee/OFFICER 49,963 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) 2015


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
2015
Open to Public Inspection
Name of the organization
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
 
Employer identification number

01-0649794
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 4 39,470 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) (2015)
Schedule M (Form 990) (2015)
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) (2015)

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
2015
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, 5 INDEPENDENT; - MERIDIAN HOME CARE SERVICES, INC.; 9 VOTING, 6 INDEPENDENT; - HEALTH INNOVATIONS UNLIMITED, INC.; 9 VOTING, 6 INDEPENDENT; - MERIDIAN HEALTH FOUNDATION, INC.; 12 VOTING, 8 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 23 VOTING, 18 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 19 VOTING, 12 INDEPENDENT; - OCEAN MEDICAL CENTER FOUNDATION, INC.; 18 VOTING, 13 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; 24 VOTING; 19 INDEPENDENT; - BAYSHORE COMMUNITY HOSPITAL FOUNDATION; 19 VOTING; 15 INDEPENDENT; - MERIDIAN PRACTICE INSTITUTE, INC.; 4 VOTING, 1 INDEPENDENT; - MERIDIAN HEALTH REALTY CORPORATION; 11 VOTING, 10 INDEPENDENT; - MERIDIAN AMBULATORY VENTURES, INC.; 9 VOTING, 7 INDEPENDENT.
CORE FORM, PART III; STMT OF PROGRAM SERVICE ACCOMPLISHMENTS Meridian's Continuum of Care ---------------------------- Meridian Health offers its communities convenient care close to home. 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. Population Health as a Priority ------------------------------- Population Health looks at health care from a different perspective. Instead of treating patients when theyre sick, Population Health allows us to improve patient health and prevent sickness from occurring or worsening. Population Health at Meridian grew significantly in 2015 adding team members, growing its clinically integrated network, and expanding its number of payor partnerships. Population Health also implemented new online, data-driven tools, enhancing patient care and providing physicians with a new level of insight. Getting Connected ----------------- Meridian Health is leveraging its Cerner HealtheIntent platform to improve patient care and engagement across its more than 100 locations. The multi-purpose solution enables Meridian Health to collect patient data across its continuum of care, helping improve outcomes and lower costs. Meridian Health has already implemented 13 disease and wellness registries and is in the process of executing 10 additional registries, giving physicians better insight into their patients and helping proactively expose gaps in care. Meridian Health is also using Crimson Population Risk Management Platform in order to manage cost and quality, putting Meridians vast clinical data to work. Putting Care First ------------------ Meridian Health is dedicated to delivering the best care to its patients and that is why were redesigning the current care management model across the continuum of care. A successful care management program will work seamlessly across Meridian from hospital to home care, benefitting both Meridian patients and team members by ensuring patient care is delivered safely, effectively, and efficiently. Team members and team leaders have been meeting regularly in order to gain a deeper understanding of todays current care model, uncover areas of improvement, and identify where care can be streamlined. Meridian CardioVascular Network ------------------------------- Meridian CardioVascular Network provides the regions most complete, most coordinated heart and vascular care. Our heart and vascular experts, who tout years of professional service, offer highly advanced and personalized care others simply cannot. From breakthrough treatments, such as the Watchman Left Atrial Appendage Closure Implant procedure, to milestones in achievements, including more than 100 annual Transcatheter Aortic Valve Replacement (TAVR) procedures and a bounty of awards, Meridians CardioVascular Network certainly has a heart of gold when it comes to the heart of the matter: our cardiovascular patients. In 2015, Jersey Shore performed 790 cardiac surgeries and 13,846 procedures in our cardiac catheterization and electrophysiology labs. Meridian never skips a beat when it comes to the highest quality cardiovascular care. Although Meridian Health was formed in 1997, its cardiac surgery program began at Jersey Shore in 1990 with humble beginnings and cardiology roots dating back over 100 years. Those humble beginnings would later grow into remarkable achievements and impressive volumes across Meridian. With over 150 specialists now involved in cardiovascular care, Meridian CardioVascular Network has grown into a top-tier quality program in New Jersey, rivaling programs in New York City and Philadelphia. Meridian CardioVascular Network is one of the largest programs in the state with Jersey Shore among the top three largest programs in New Jersey for angioplasty, electrophysiology, and cardiac surgery. In a time when, nationally, cardiac surgery has declined significantly, Meridian continues to grow its volumes and provide the highest-quality service available in the area. In fact, there have been nearly 20,000 surgeries since the inception of the program. While our cardiac surgery patient volumes speak volumes about our program, weve also had some great things said about us. -------------------------------------------------------------- Meridian Healths Community of LifeSavers Program received The New Jersey Hospital Associations 2015 Health, Research, and Educational Trust (HRET) Community Outreach Award. Meridian Health received a 3-Star Designation for Coronary Artery Bypass Grafting by the Society of Thoracic Surgeons (STS). Meridian Health was the first and only New Jersey health care system recognized as a center of excellence in treating patients with chest pain by the Society of Cardiovascular Patient Care (SCPC). Jersey Shore University Medical Center: - Get With The Guidelines Heart Failure Gold-Plus Quality Achievement Award - American College of Cardiologys NCDR ACTION Registry Get With The Guidelines Platinum Performance Achievement Award - American Heart Associations Mission: Lifeline Heart Attack Receiving Center Accreditation - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) - Healthgrades Cardiac Surgery Excellence Award - U.S. News & World Report rated Jersey Shore high-performing for heart bypass surgery and heart failure procedures - Intersocietal Commission Accreditation for ECHO Laboratories Ocean Medical Center: - Get With The Guidelines Heart Failure Gold Quality Achievement Award - American College of Cardiology Foundations NCDR ACTION Registry Get With The Guidelines Gold Performance Achievement Award - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) Bayshore Community Hospital: - Get With The Guidelines Heart Failure Silver-Plus Quality Achievement Award - Mission: Lifeline Silver Receiving Center Award - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) Riverview Medical Center: - American Heart Associations Mission: Lifeline Heart Attack Receiving Center Accreditation - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) - Intersocietal Commission Accreditation for ECHO Laboratories Southern Ocean Medical Center: - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) A Breakthrough Treatment for Atrial Fibrillation: The experts of Meridian CardioVascular Network are committed to the active advancement of cardiovascular research, treatment, and patient care. Jersey Shore University Medical Center became the first hospital in New Jersey to perform the newly approved Watchman Left Atrial Appendage Closure Implant procedure, providing patients with non-valvular atrial fibrillation an alternative to long-term "blood-thinning" warfarin medication. By targeting the place in the heart that produces blood clots which can cause a stroke, the new Watchman technology provides an exciting alternative to warfarin a medication with many lifestyle and diet implications. For this program specifically, Meridian ranks among the leaders in the state and top tier nationally. A TAVR Milestone: 100 Procedures and Counting: Jersey Shore recently marked the success of its Transcatheter Aortic Valve Replacement (TAVR) program by completing the 100th procedure in 2015 and is on pace to do more than 150 in 2016. TAVR is a minimally invasive treatment for patients with critical aortic stenosis, giving new hope to patients who are inoperable due to other co-existing medical conditions. For most patients with severe aortic stenosis, traditional treatment meant a surgical procedure known as Aortic Valve Replacement, but now more than 100 patients with severe aortic stenosis that were once considered too high risk for traditional surgery have received this innovative treatment option. innovative treatment option. Meridian Cancer Care -------------------- With a $128 million investment, Meridian Health is improving cancer care for the communities we serve with six expansion projects. By upgrading our facilities, providing even more advanced cancer treatment technology, investing in new cancer specialists, and perfecting a multi-disciplinary approach to care, we are elevating cancer services and truly BuildingHope.
CORE FORM, PART III - CONTINUED Meridians plan began with a brand new cancer center at Meridian Health Village at Jackson, which opened last April. Shortly after, Meridian broke ground on a 29,000-square-foot expansion at Riverview Medical Center that will feature physical, visual, and technical upgrades. In November, Bayshore Community Hospital celebrated the opening of its new multi-disciplinary cancer clinic that is enhancing cancer services for the residents of Holmdel and the surrounding community. Jersey Shore University Medical Center also broke ground on its HOPE Tower Project a $265 million building development on the hospitals east campus that will provide a new healing outpatient experience for the community and will include a dedicated cancer center and clinical academic center. Earlier this year, Southern Ocean Medical Center marked a milestone in its cancer expansion as the new infusion suite opened to patients. And, most recently, Ocean Medical Center kicked off their construction project to mark the beginning of their new cancer clinic expansion which will include a 22,200-square-foot renovation on campus, and 6,500-square-foot addition off campus, and will provide a state-of-the-art healing environment for outpatient treatment and services. With these investments, Meridian is well positioned to provide a personal and compassionate experience to each and every patient we have the privilege of caring for. But dont just take our word for it. In 2015, The Commission on Cancer of the American College of Surgeons granted three-year accreditation to the cancer program at Meridian Health, making it the first health system in New Jersey to be recognized as an Integrated Network Cancer Program. This elite recognition further acknowledges the high-quality cancer care we provide. Meridian Neuroscience --------------------- Life can change in the blink of an eye, which is why Meridian Health offers the regions most complete lineup of neuroscience services for stroke, spine injuries, concussion, epilepsy, brain tumors, movement, memory disorders, and more including the regions only Stroke Rescue Center and medical innovations that are reshaping lives. Jersey Shores Stroke Rescue Center Reaches a Milestone Last fall, Jersey Shore University Medical Center celebrated the 10th Anniversary of its Stroke Rescue Center, a truly innovative and progressive program that has saved countless lives in our community. When stroke symptoms occur, every minute counts. Effective treatment delivered within the first three hours is critical to limiting the damaging effects of stroke. Jersey Shore's Stroke Rescue Center and board-certified neurologists are available 24 hours a day, seven days a week. Jersey Shore is also the only hospital in the region to be both a state-designated Comprehensive Stroke Center and a nationally accredited Primary Stroke Center. This means Jersey Shore meets the highest national standards for safety and quality. Recognizing the Best Jersey Shore was recognized as a Best Hospital for 2015-16 in New Jersey and the New York metro area by U.S. News & World Report for neurology and neuroscience. Jersey Shore ranked number five in New Jersey and number 10 in the New York metro area. This means that Jersey Shore was ranked in the top 10 percent in the country in these specialties! Meridian Health also received the 2015 Get With The Guidelines Stroke Gold Plus Quality Achievement Awards from the American Heart Association for the stroke programs at Jersey Shore, Ocean, and Riverview. Additionally, Bayshore and Southern Ocean Medical Center have received the Get With The Guidelines Stroke Silver Plus Quality Achievement Award. The Get With The Guidelines awards recognize the facilities commitment and success in implementing a higher standard of care by ensuring that stroke patients receive treatment according to nationally accepted guidelines. Meridian Orthopedics -------------------- Meridian continued its exciting relationship with womens professional soccer team Sky Blue FC as the title sponsor for the teams 2015 season. Meridians orthopedic and rehabilitation staff provides the players, including Christie Rampone, Olympic gold medalist and K. Hovnanian Children's Hospital spokesperson, with high-quality evaluation and treatment as an extension of the great care provided to the community at large. Partnering with Sky Blue also helps Meridian to educate families and fans across the state about the importance of health and wellness and the potential that exist in young girls who are determined and work hard. Research -------- An academic medical center provides patients and the community with health care for everyday needs and the most specialized services for complex diseases, illnesses and injuries; teaches generations of health care professionals with an eye on training the right mix of providers for tomorrows needs; and engages in research that improves lives. Between making headlines and publishing works in esteemed journals, to leading the way in clinical trials, the academic team has certainly been making waves on the research and education scene. Examples of notable feats and achievements include: - Rachael Polis, D.O., an Obstetrics and Gynecology resident graduate, was the lead author of "Yoga in Pregnancy," an article published last November. Her research was conducted while she was a resident at Jersey Shore University Medical Center and has been featured on National Public Radio and promoted by Reuters, USA Today, WebMD, and other major media outlets. It was also published in Obstetrics and Gynecology, the most influential journal in the field. - Research projects and related publications by Alexander Shifrin, M.D., regarding the diagnosis and treatment of medullary thyroid cancer, led to revised guidelines by the American Thyroid Association, as well as development and acceptance of a standardized test for genetic testing. - Ashish Patel, M.D., and the clinical research team at Jersey Shore were one of the top five sites nationally for enrollment to study the FLEXION catheter for atrial flutter ablation. Dr. Patel successfully treated the first non-research patient shortly after FDA approval, making Jersey Shore the third hospital in the U.S. to make this technology available. As a progressive organization, Meridian is also working to bring even more clinical trials to the communities we serve. In 2015, Meridian Health enrolled more than 2,000 patients in clinical trials. Finally, Ocean Medical Center has received approval to establish a Graduate Medical Education (GME) program. It will require a few years to implement, but it puts Ocean on a track to create a future training ground for family medicine and psychiatric physicians. These are specialties that are in short supply and will be new areas of focus to complement the GME programs at Jersey Shore, as well as the relationship with Seton Hall Medical School. First Lady Mary Pat Christie and former Health Commissioner Mary E. ODowd were welcomed to Jersey Shore University Medical Center last June where they announced $4.4 million in grants to establish Autism Medical Homes and to advance research in the understanding, prevention, evaluation, and treatment of the biologically-based disorder. Jersey Shore was a fortunate grant recipient and will receive approximately $400,000 over two years. Funding will be used to launch an Autism Care Coordination Program at K. Hovnanian Childrens Hospital. The Autism Medical Homes pilot project is designed to improve health outcomes for children with Autism Spectrum Disorder (ASD) by bringing together primary care providers, subspecialists, and ASD providers to treat the whole person. Were hopeful that the implementation of medical homes for autism will alleviate some of the challenges faced each day by families caring for children with autism and provide tangible improvements in the health care setting. New Jersey is a national leader in early intervention and education of children with autism which affects about one in 45 children across the Garden State. Home is Where Your Care Is -------------------------- Meridian At Home continued its leadership in providing a full continuum of exceptional home care services, programs, and products, as well as being an innovator in supporting new models of care to reduce readmissions, population health initiatives, and participating in national demonstration projects.
CORE FORM, PART III - CONTINUED As part of a collaborative effort with Meridian Healths ACO and efforts to reduce readmissions, Meridian At Home introduced a program that allowed patients discharged from the hospital to leave for home with the Meridian Care on Call Now medical alert and assistance technology. This pilot program put medical assistance just a click away by using their pendant, provided follow-up phone calls, and led to costs savings and reductions in readmissions during the initial weeks after release from the hospital. Meridian At Home also introduced a specialty Orthopedic Program for same-day surgery and joint replacement patients to coordinate home rehabilitation therapy. This specialized program allows patients to receive therapy immediately after surgery in the comfort of their home, and return to daily activities sooner and at lower cost. Meridian Hospice continued its commitment to advancing hospice care, and was selected as one of only 140 hospice organizations across the country to participate in the Medicare Care Choices Model demonstration project. The project, which will include Meridian Hospice participation in 2017, will allow patients facing advanced illness to continue to be actively treated by their physicians, while also receiving palliative care from hospice providers. This Centers for Medicare & Medicaid Services (CMS) demonstration project, and Meridians involvement, may revolutionize how medical treatment and hospice care can work interdependently. iMPak Health Forms Collaborative Agreement with HP -------------------------------------------------- One of the greatest opportunities to improve clinical outcomes is thought to exist in the period of time "in between" care...in between doctors visits, Emergency Room visits, and hospital stays. The emergence of mobile health has been based on leveraging mobile technology to fill in the gaps that have historically existed as a result of the disconnectedness between providers and patients during the "in between" period. iMPak Health recently announced that it entered into a collaborative agreement with Hewlett-Packard to leverage the HP Pro Slate 10 EE G1 Healthcare Tablet as a part of its mobile strategy. The immediate value to iMPak Health is the great performance and rugged features of the HP Pro Slate 10 EE G1 adds to the Kraken medication management and journal symptom management solutions. In addition, it delivers powerful computing capability enabling it to offer patient-tailored "solutions" for tracking health and providing timely and responsive health-related content. The initial projects have focused around pediatric patients suffering from asthma, end-stage renal disease, and patients being discharged from the hospital after open-heart procedures. Integrative Health and Medicine Program Comes to Life with $10 Million in Donations --------------------------------------------------------------- In mid-2015, Meridian Health announced two substantial gifts totaling $10 million. $5 million was donated to Riverview Medical Center Foundation to support the launch of an integrative health and medicine program. Inspired by the gift, and with the program underway, an additional $5 million was donated toward the initiative as well. Integrative medicine is not just a philosophy or approach around whole-person care - its about additional interventions that focus on looking at a persons emotional, mental, and spiritual status along with the physiology of the disease or illness. The Meridian Integrative Health and Medicine Program will come to life this year to provide wellness and preventive medicine to our communities through outreach events and a new Center of Integrative Health & Medicine in Meridian Health Village at Jackson. Our program will focus on incorporating evidence-based medicine and multi-disciplinary collaboration in the delivery of world-class, integrative patient-centered care, and will address five pillars of wellness (nutrition, activity, resilience, purpose, and sleep) by providing care for patients with conditions such as sleep disorders, chronic pain, cancer, depression, anxiety, stress, cardiovascular disease, and womens health-related conditions. Community Benefit Report ======================== At Meridian Health, our mission to improve the health status of the communities we serve is at the heart of our charitable roots. Providing the community support for managing chronic conditions and access to reliable health information, as well as opportunities to participate in health promotion activities, are central to our goal of improving community health and well-being. To this end, our hospitals actively collaborate with community partners such as: schools, senior centers, places of worship, local non-profit organizations, health departments, employers, and others on a variety of health initiatives. In 2015, Meridian devoted more than $128 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 education seminars, and presentations, as well as health awareness events. They are all delivered by a dedicated team of health care professionals and physicians, many of whom volunteer their time to educate our community on health topics focused on preventing disease, managing chronic conditions, and improving overall quality of life. Many of our programs can be delivered in both English and Spanish, and language interpreters are made available as needed. Meridians Community Outreach team has received special training in health literacy as well as cultural competence. 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 is available online. In 2015, Meridian Health embarked on a strategic process of reassessing the areas health care needs. We surveyed over 1,000 households in Monmouth and Ocean counties to gather local residents views of their communitys most critical health needs. In addition, we invited input from public health experts, physicians, and community and business leaders, as well as analyzed public health data. Findings from the assessment highlighted several health concerns for our community including: access to health care services, as well as: cancer, diabetes, heart disease and stroke, injury and violence, mental health, nutrition, physical activity and weight, respiratory diseases, and substance abuse. With the Community Health Needs Assessment as our guide, Meridian prepares its annual community benefits plan, part of our 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. Each hospital has prepared an implementation strategy that contains the specific programs and resources that will be deployed against each health priority. Community Advisory Committees ----------------------------- Meridian convenes several Community Advisory Committees whose mission is to assist us in identifying and addressing local health care needs, including health care disparities affecting communities of color, the underserved, and those with special needs. Committee members represent a cross section of the community in terms of age, gender, religion, ethnicity, interests, and professional status. Currently, more than 150 people from the surrounding area serve as members of Meridians Community Advisory Committees. Preventing Disease Through Early Detection ------------------------------------------ Nearly 40,000 preventive health screenings were performed in our community in 2015, including; AngioScreen stroke risk assessments, blood pressure, cholesterol, glucose, BMI, memory, hearing, diabetic retinopathy, breast, 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. Partners in Cancer Control -------------------------- Meridian partners with several community organizations who share the mission of reducing New Jerseys cancer burden and improving health outcomes. Of all cancer cases in New Jersey, female breast cancer accounts for 15 percent, lung 12.6 percent, colorectal 8.7 percent, and skin 5 percent, according to the American Cancer Society. Knowing your risk and early detection are two of the best ways to reduce your risk for cancer.
CORE FORM, PART III - CONTINUED Meridians Every Woman Counts Program, in partnership with Susan G. Komen, will increase annual mammography screenings for low-income, uninsured, and underinsured women in Monmouth and Ocean counties by collaborating with local nonprofit organizations that are successful in engaging hard-to-reach communities such as: the elderly, Hispanic, black, LGBT, undocumented immigrants, and the homeless. Through this collaborative program, culturally and linguistically appropriate breast health education will be provided to 1,400 women, 75 percent of whom will demonstrate an increase in knowledge about breast health. All women will be referred for mammograms and connected with NJCEED, Meridians Pink Fund, or Komen grant funds. A total of 400 mammogram vouchers will be distributed and 150 diagnostic screenings will be provided for women who require additional testing due to screening abnormalities. Transportation assistance for mammogram appointments and navigation throughout the continuum of care will also be provided, as needed. 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 2015, over 1,000 community members attended a seminar, 530 accepted a take-home stool test kit, and, of those, 63 resulted in a positive screening. These at-risk individuals were contacted by a nurse navigator who arranged for follow-up care. The OMHA is a regional chronic disease prevention coalition funded by the Office of Cancer Control and Prevention, part of the New Jersey Department of Health. Meridian partners with OMHA on their annual Choose Your Cover skin cancer screening at the beach. In 2015, we performed 398 screenings at beaches and other sites in Monmouth and Ocean counties. Since 2008, the program has screened over 7,000 people throughout the state and is a national model. 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 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, had greater energy and fewer social limitations, as well as reduced hospitalizations and fewer emergency room visits. Providing Opportunities to Learn -------------------------------- Over 10,000 children were educated on how to eat right, stay fit, be safe, and act responsibly through our Pawsitive Action Program. Our childrens health education programs include classroom-based presentations from The Pawsitive Action Team, including Doctor Bernard, Hopscotch, and Picatso, who are mascots for the K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center. Other programs include: Hands-only CPR training, SafeSitter babysitting certification, asthma awareness and management, injury prevention programs, distracted driving, and sports and concussion injury prevention, among others. Providing broad CPR training to the community has been part of Meridians educational offerings for years. In 2015, Meridian taught nearly 20,000 individuals, which includes students, health care workers, fire fighters, police, teachers, EMTs, and community members. The Community of LifeSavers program trained nearly 5,000 students from 21 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. In addition, Meridian is proud to offer support through charitable donations to a host of worthy, local not-for-profit organizations who share in our mission to improve the health status of the community. Meridian also encourages our leaders, physicians, and team members to serve on a variety of boards and community groups dedicated to improving the quality of life in our neighborhoods. As a socially conscious member of the community, Meridian focuses its charitable giving on the areas that support or are aligned with our charitable mission. In 2015, Meridian provided $600,000 in cash and in-kind support. Training the Next Generation of Health Care Providers ----------------------------------------------------- Training the next generation of health care providers is vital to providing a foundation for sound health in our community. Meridian encourages the development of physicians, nurses, medical technologists, and those entering allied health professions by supporting their education and offering clinical experience in our hospitals. Through our extensive Community Outreach Program, medical students and residents also regularly participate in health promotion activities where they learn to recognize and identify community needs and health disparities, improve health literacy communication skills and cultural sensitivity, and foster an appreciation for population health management. In 2015, Meridian provided $27.1 million in benefits, which helps support medical training. Caring for All Members of the Community --------------------------------------- As a not-for-profit health care provider, Meridian Health is the regional leader in providing innovative and accessible health care programs and services to individuals, families, and communities throughout Monmouth and Ocean counties. Everyone deserves access to quality care regardless of their ability to pay. In 2015, Meridian provided $21.3 million in charity care and other uncompensated care, serving as a health care safety net for our communitys most vulnerable populations. In addition, Meridian dedicated $1.2 million in subsidizing vital health services such as outpatient dialysis, behavioral health services, and family health clinics. Through a grant in partnership with the FoodBank of Monmouth and Ocean counties, Meridian Health employs 24 certified application counselors help to improve access to care through health insurance and financial counseling. Over 16,000 individuals were provided with navigation services for financial assistance including charity care, family care, and financial counseling. Staying Connected ----------------- 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 47,000 people attended an educational seminar in 2015. Meridian regularly publishes two free consumer magazines HealthViews and KidViews to educate and inform residents of Monmouth and Ocean counties on timely and relevant health topics. The magazines contain Meridians calendar of events where residents can find free community education and screening programs, as well as a variety of health and wellness tips. Meridians family of Web sites offer an extensive, free health library (in English and Spanish) and attract nearly 2 million people each year. Online visitors can take a health assessment quiz, learn about diagnostic and surgical procedures, find a doctor, and register for a class or health screening and more. Finally, Meridian provides free 24/7 call center services to the community to locate physicians, health care services, and support groups, as well as to register for health education and screening programs. In 2015, the call center handled nearly 35,000 calls. Jersey Shore University Medical Center ====================================== Jersey Shore University Medical Center is the regional provider of cardiac surgery and is home to the only trauma center and stroke rescue center in the region. Through the hospitals clinical research program, and its affiliation with Rutgers Robert Wood Johnson Medical School, Jersey Shore serves as an academic center dedicated to advancing medical knowledge, training future physicians and providing the community with access to promising medical breakthroughs.
CORE FORM, PART III - CONTINUED HOPE Tower: A Thoughtful and Accessible Health Care Experience -------------------------------------------------------------- Jersey Shore broke ground last November on HOPE Tower a $265 million dollar building development on the hospitals east campus that will provide a new healing outpatient experience for the community. HOPE Towers expected date of completion is early 2018. Guided by a patient-centered approach towards care and informed by the latest medical breakthroughs, HOPE Tower expands upon Jersey Shores comprehensive services by providing a thoughtful and accessible health care experience. The development includes HOPE Tower a ten-story medical office building housing a dedicated cancer center, outpatient imaging services, a clinical academic center, an innovative simulation laboratory, and a nine-level parking garage building with more than 1,500 new parking spaces for patients, guests, and team members. HOPE Tower will allow us to expand our services in a modern, healing environment with access to leading clinicians and the latest medical breakthroughs. A Sound So Sweet ---------------- Jersey Shore introduced a cochlear implant surgery program in Monmouth and Ocean counties, providing new hope for children and adults, whether theyre born deaf or experience hearing loss later in life, to talk on the phone, listen to music, and hear the voices of their friends and loved ones. There are currently 36 million Americans who are living with some degree of hearing loss which is expected to double by 2030. An Endoscopy First ------------------ Jersey Shore now performs endoscopic surgery with the new AXIOS stent for the treatment of pancreatic pseudocysts, fluid and tissue filled cavities that form in the pancreas. This is the first stent that is specifically designed for drainage of a pancreatic pseudocyst and provides a minimally invasive option for patients who may suffer from this painful and potentially serious condition. K. Hovnanian Childrens Hospital and Meridian Pediatric Network =============================================================== K. Hovnanian Childrens Hospital is the first childrens hospital in Monmouth and Ocean counties. As the regions first and most comprehensive pediatric program, K. Hovnanian Childrens Hospital is committed to advancing pediatric care. Most recently, it introduced NICVIEW to its Neonatal Intensive Care Unit - an innovative video streaming technology designed for parents and families to enjoy virtual visits with their babies receiving care in the Neonatal Intensive Care Unit (NICU) when they cant be there. An Expanded Home for the NICU and Maternity ------------------------------------------- The hospital unveiled an expanded Neonatal Intensive Care Unit, along with a dedicated antepartum unit for women with high-risk pregnancies, ensuring the critical needs of the communitys most vulnerable newborns are met, and providing the best care available for women experiencing high-risk pregnancies. The 8,168 square foot NICU provides nine new private NICU patient rooms and two twin rooms for a total of 13 new NICU bassinets. The NICU also features Michaels Feat Family Room a dedicated space where NICU parents and families can relax in a calm and peaceful setting with convenient access to amenities, including a sitting area, a shower, and a washer/dryer. Jersey Shore also renovated six private labor and delivery rooms for a total of 32 private maternity rooms. The rooms feature soothing decor, a sleeper chair for parents, and private bathrooms offering mothers a more comfortable environment as they welcome their newborns into the world. Generous Gift Supports the Child Life Program --------------------------------------------- K. Hovnanian Childrens Hospital received a $250,000 donation that will help fund the Child Life Program at K. Hovnanian Childrens Hospital, which focuses on supporting the emotional well-being of young patients and their families during a hospital stay. The gift allows the Childrens Hospital to make upgrades to the hospitals playrooms, enhance the music therapy program, and expand Child Life services to the Pediatric Emergency Department and Neonatal Intensive Care Unit. Donor Support Propels Pediatric Palliative Care Program ------------------------------------------------------- There is nothing more tragic than a child suffering from a serious illness. Thanks to support from donors, K. Hovnanian Childrens Hospital is implementing a pediatric palliative care initiative to provide better care for children suffering from chronic, potentially life-limiting conditions and their families. Funding will support the creation of a physical space (Liams Room) that will serve as a "home away from home" for children and families during any period of care at K. Hovnanian Childrens Hospital. In addition, funding will support clinical education for team members in the key components and implementation of leading pediatric palliative care practices. The goal of Meridians Pediatric Palliative Care Program is to add life to the childs years, not simply years to the childs life. Ocean Medical Center ==================== Ocean Medical Center experienced yet another exciting year that was filled with change and accomplishments. Outstanding financial performance paved the way for future growth plans, due in large part to a record number of people served and strong relationships with physicians. Paired with an exceptional team of clinicians and support staff, quality care and a memorable patient experience were at the forefront of all guest interactions and made Ocean a destination for outstanding care. Dynamic Growth Leads to Big Plans --------------------------------- One of the most notable accomplishments of 2015 was Oceans financial performance. At a time when many other hospitals are struggling, high inpatient and emergency volumes, as well as higher acuity patients, contributed to a record-setting financial year for the facility. Emergency Department visits at Ocean and Ocean Care Center reached an all-time high of more than 86,000 and growth in admissions neared 15,000. Construction was approved for a new 36-bed patient care unit with private rooms in the third floor shell over the Emergency Department, and funding for renovations to existing patient rooms. Additionally, the medical center added more staffing to accommodate volume demands and support a high-quality patient experience. Physician Support Strengthens Resources for the Community --------------------------------------------------------- Physician collaboration continues to be one of the unique features of Oceans culture. 2015 was the first full year collaborating with Jersey Coast Vascular Institute, where they now accept an expanded base of payors and have opened access to a tremendous volume of patients. Oceans robotic surgery volume continued to accelerate, and has even surpassed volumes at other hospitals in the region. Physicians from surrounding hospitals joined Oceans medical staff and are helping to grow the Orthopedic Surgery Program, and a new anesthesia practice and OB/GYN practice are enhancing specialty services for the local community. A Relentless Quest for Quality and Service Excellence ----------------------------------------------------- Behind all these services and programs is an exceptional team, which is to be commended for all their efforts to achieve such great outcomes. Quality care is at the heart of their efforts, and Ocean received a grade "A" in 2015 from The Leapfrog Group for quality outcomes, and saw a reduction in hospital-acquired infections. There is always room for improvement, and the team is up to the task. In fact, their focus and commitment to the organization was evident as our 2015 team member engagement score ranked Ocean Medical Center in the top two percent nationally, and over 125 team members participated in Simulation Lab activities to learn techniques to improve upon interpersonal skills and enhance the patient experience. enhance the patient experience. enhance the patient experience. Riverview Medical Center ======================== Riverview Medical Center had an outstanding year, which included the groundbreaking of its new cancer care facility. Recognition of key programs and the growth of many service areas helped lead the hospital to a banner year. Riverview continues to attract renowned physicians, and with the assistance of many caring clinicians and team members, has performed complex medical cases with great outcomes, making it a destination of choice for emergent and planned visits.
CORE FORM, PART III - CONTINUED Unique and New at Riverview --------------------------- With the help of its talented physicians, Riverviews surgical services saw significant growth in 2015. One procedure that was introduced is called Combined Endoscopic and Laparoscopic Surgery, or CELS. This procedure combines the expertise of a gastroenterologist, as well as a surgeon, to remove large or hard-to-reach polyps without the need to remove part of the colon. It is an innovative procedure that is performed by only a few medical centers in the country. Riverview additionally introduced a life-changing device for acid reflux sufferers called LINX, which is a small, flexible band of interlinked titanium beads with magnetic cores, which prevent reflux from the stomach into the esophagus. Also launched in 2015 was BARRXX, which consists of radio frequency ablation to treat chronic heartburn or Gastroesophageal Reflux Disease, commonly known as GERD. With the implementation of LINX and BARRXX, combined with the dramatic increase of esophageal cancers across the county, Riverview is uniquely positioned to become an expert in the field of esophageal diseases. Beautiful Inside and Out ------------------------ In 2015, Riverview was honored to be recognized by several organizations. For the first year ever, Riverview placed within the Top 20 on Soliant Healths "Most Beautiful Hospital in the U.S." list. Additionally, the hospital was recognized as a "Best Hospital for Hip and Knee Replacement" by U.S. News & World Report, placing number nine in New Jersey and number 18 in the New York metro area. Furthermore, Riverview achieved a safety score within the top 10 in New Jersey, outranking national major teaching hospitals. Equipment, Experience, Excellence --------------------------------- Since mammography became common place in the 1980s, the mortality rate from breast cancer among American women has decreased by 35 percent. This is largely due to early detection and improved treatment. In 2015, Riverview proudly played a large part in helping women in the surrounding communities stay healthy. Beyond its spa-like amenities, the Womens Center utilizes Tomosynthesis, the most advanced mammography screening technology available, and highly trained radiologists to read results and perform biopsies. This combination of equipment and experience means that in 2015, Riverview diagnosed 371 women with breast cancer. Of those, 88 percent fell into the "early, localized, or operable" category, which means that a diagnosed woman would have to undergo less extensive surgery, less frequent or aggressive chemotherapy, and that the rate of mastectomies would be reduced. Southern Ocean Medical Center ============================= Despite industry trends, Southern Ocean Medical Center experienced strong financial performance throughout the past year and succeeded in adding private patient rooms and additional staff to improve the delivery of care. The extraordinary efforts of the team didnt go unnoticed, as several programs received accolades for their quality outcomes, and relationships with members of the medical staff continued to be a critical component to success. Enhanced Resources for Booming Demands -------------------------------------- With an increase of 7.5 percent in admissions and 17 percent inpatient surgeries over the prior year, strong financial performance throughout 2015 enabled Southern Ocean Medical Center to make significant changes to care delivery. The medical center opened the second floor Medical/Surgical Unit, which created 18 private rooms. This contributed to great results in throughput for patients being admitted and a decrease in Emergency Department wait times as well as patients who would have left without treatment. Additionally, through special recruitment efforts, Southern Ocean welcomed 57 nurses and 51 support team members, which truly improved the delivery of care and helped to improve the patient experience. Recognition for Extraordinary Efforts ------------------------------------- Receiving third-party endorsements is always a nice reminder of the great care that is delivered. Southern Ocean received accolades including the American Heart Association Get With The Guidelines Silver Award for Stroke, recertification of the Cardiac Rehabilitation Program, accreditation for the Center for Sleep Disorders in Toms River, and a deficiency-free annual survey of the Transitional Care Unit. Physician Contributions a Key Factor to Success ----------------------------------------------- In addition to having an amazing hospital team, Southern Oceans medical staff is a critical component to success. In 2015, the Medical Executive Committee implemented computerized physician order entry (CPOE) and reached record utilization rates. Medical expertise such as that of orthopedic surgeon Stanley Michael, M.D., resulted in his appointment as medical director of the Center for Joint Health, and brought new attention to the anterior approach for hip replacement. The medical center expanded its footprint in the Toms River area with the opening of a new Bariatric Weight Loss Center, furthering the reach of Southern Oceans skilled surgeons and one of the premier service offerings. Building HOPE at Southern Ocean ------------------------------- In September of 2016, Southern Ocean Medical Center will expand its cancer care program to accommodate multi-disciplinary care and technological capabilities that will better serve our oncology patients and their families. Meridian Cancer Care at Southern Ocean Medical Center will provide a state-of-the-art healing environment of over 16,000 square feet for outpatient treatment and services, and will feature the newest radiation technologies (including a TrueBeam linear accelerator), 20 new infusion stations in a comfortable healing environment, and dedicated and experienced medical professionals. Bayshore Community Hospital =========================== With several programs and services receiving accreditations and praise from experts both in-state and on a national level, Bayshore Community Hospital continued to make a name for itself this year. With a focus on the patient experience, providing the highest level of care, and the implementation of industry best practices, Bayshore saw fantastic patient outcomes and, as a result, continues to be an incredible support for its community members. Foundation for the Future ------------------------- Throughout 2015, Bayshore invested in facility upgrades that are often invisible to patients and guests, but essential to maintaining a highly functioning hospital. Changes included renovations to Same-Day Surgery, the Operating Room, Intensive Care Unit patient rooms, and common areas such as public restrooms. Bayshore also upgraded and replaced equipment such as the chiller, air handler unit, and fire suppression system, as well as changed lighting to more energy-efficient bulbs. Additionally, the hospital expanded emergency power throughout the facility, purchased new lab analyzers, and added remote monitoring of room pressure for the OR and Sterilization Department. All of these changes set the foundation for bigger projects to come, including the construction of a state-of-the-art Emergency Department estimated to open in 2019. Time is Muscle -------------- When someone is experiencing a cardiac event such as a heart attack, every minute counts. The moment a patient arrives at the hospital, a clock is started to measure the amount of time it takes to get that patient to the catheterization lab to begin interventional treatment such as an angioplasty. This time is known as door-to-balloon time. Across the country, the average is 90 minutes. Thanks to the dedication of Bayshores physicians, nurses, security personnel, and others, Bayshore is beating that time with an average of 47 minutes. In fact, Bayshores time is so good that in 2015, the hospital received the American Heart Association Mission: Lifeline Silver Award for best-practice guidelines and data-based quality measures. Aiming High and Delivering -------------------------- Hospitals are judged by the public in a variety of ways. One such way is through patient satisfaction scores, called HCAHPS, which measures a patients perception of their hospital experience. Across the country, getting high scores is a challenge. Patients are more knowledgeable than ever about their care and expectations are high. Thats why its even more impressive that Bayshores results are above average for care in several departments, including the Emergency Department, Center for Wound Healing, and Womens Center.
CORE FORM, PART III; LINE 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O WHICH INCLUDES A DESCRIPTION OF ADDITIONAL PROGRAM SERVICES BY ENTITY.
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., A SUBORDINATE INCLUDED IN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990, 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 DURING 2015, THE ORGANIZATIONS INCLUDED IN THIS GROUP RETURN WERE AFFILIATES OF MERIDIAN HEALTH SYSTEM, INC. ("MHS"); A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. MHS WAS THE TAX-EXEMPT PARENT OF THE SYSTEM. IN MAY 2015, MHS SIGNED A DEFINITIVE AGREEMENT WITH HACKENSACK UNIVERSITY HEALTH NETWORK ("NETWORK") TO MERGE BOTH PARENT ORGANIZATIONS; CREATING ONE INTEGRATED HEALTHCARE DELIVERY SYSTEM KNOWN AS HACKENSACK MERIDIAN HEALTH, INC. ("HMH"), TO BETTER MEET THE NEEDS OF MANY NEW JERSEY COMMUNITIES. THE MERGER BECAME EFFECTIVE UPON THE RECEIPT OF REGULATORY APPROVALS ON JULY 1, 2016. THIS GROUP FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF HMH'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS") FOLLOWING A REVIEW BY HMH'S COMPLIANCE AND AUDIT COMMITTEE. HMH'S BOARD OF TRUSTEES HAS ASSUMED THE RESPONSIBILITY TO OVERSEE, REVIEW AND APPROVE THIS FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. MHS RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTH CARE 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. THE DRAFT WAS THEN REVIEWED BY THE CPA FIRM AND PRESENTED TO THE MEMBERS OF HMH'S COMPLIANCE AND AUDIT COMMITTEE AND THEREAFTER TO EACH VOTING MEMBER OF HMH'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
CORE FORM 990; PART VI, SECTION B; QUESTION 12C MERIDIAN HEALTH, INC., THE TAX-EXEMPT PARENT ORGANIZATION OF MERIDIAN HEALTH, A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM, HAS ADOPTED A SYSTEM-WIDE 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 15B THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTH CARE 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 HEALTH CARE 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 HEALTH CARE 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 HEALTH CARE 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; A TAX-EXEMPT INTEGRATED HEALTH CARE 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, STEVEN G. LITTLESON AND JOSEPH M. LEMAIRE WHO, AS PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM, WORKED FULL-TIME FOR MERIDIAN HEALTH AND RECEIVED COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER INTERNAL REVENUE CODE 501(C)(3) AND A SUBORDINATE WITHIN THE MERIDIAN HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990; FOR SERVICES RENDERED TO MERIDIAN HEALTH. 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, 2015, 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, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE MEMBERS ARE LISTED IN ORDER OF TRUSTEE, OFFICER, KEY EMPLOYEE AND HIGHEST PAID 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. * - Meredyth R. Armitage * - Joseph Mancini * - Steven G. Littleson * - Peter S. Reinhart, Esq. - Kathleen T. Ellis - Susan Hassmiller, R.N., Ph.D. - Maureen Murphy, Ph.D. - Ashok Veldanda, M.D. - 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 K. Lloyd, FACHE * - Norman V. Buttaci - Michael F. Lospinuso, M.D. - Bonnie Robinson-Gallaro, M.D. - Steven Lisser, M.D. - Cornelius Gallagher, M.D. - Thomas Yu, M.D. Meridian Nursing & Rehabilitation: ---------------------------------- - William Himelman, Esq. * - Edward R. McGlynn, Esq. * - Fern Esposito * - Steven G. Littleson * - Marie G. Tambaro, CCRN - Brian Roper, M.D. Meridian Home Care Services: ---------------------------- - Peter Raben * - Salvatore Inciardi * - Michele Mendelson * - Meredyth R. Armitage * - Maris Lown * - Georgina E. Petillo * - Steven G. Littleson * - Bernard Natelson * - Janice Sweeney * Health Innovations Unlimited: ----------------------------- - Peter Raben * - Salvatore Inciardi * - Michele Mendelson * - Meredyth R. Armitage * - Maris Lown * - Georgina E. Petillo * - Steven G. Littleson * - Bernard Natelson * - Janice Sweeney * Meridian Practice Institute: ---------------------------- - John K. Lloyd, FACHE * - Steven G. Littleson * - Joseph M. Lemaire - Thomas J. Kononowitz * 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. * - John A. Giunco, Jr., Esq. * - Edward R. McGlynn, Esq * - Maurice Meyer, III - Barry Weshnak Meridian Health Foundation: --------------------------- - Serena DiMaso, Esq. * - Richard A. Goldman * - Peter Cancro * - Nancy Mulheren * - Joseph Stampe * - Joseph Berardo, Jr. * - Thomas J. Dolan * - Eric M. Kirsch, CFA * - John K. Lloyd, FACHE * - Joseph Mancini * - Philip J. Scaduto * - Steven M. Scopellite * Bayshore Community Hospital Foundation: --------------------------------------- - Serena DiMaso, Esq. * - Philip J. Scaduto * - Martin F. Pfleger, Esq. - Carol Stillwell - Joseph Stampe * - Gregory A. Buontempo - Moon Choo - Asaad Hani Samra, M.D. - Angelo DeRosa - Adrian M. Pristas, M.D. - Andrij Rudko - William Allingham - Fern Esposito * - Mollie Giamanco - Evaristo Stanziale - Ross Zimmerman - John K. Lloyd, FACHE * - Timothy J. Hogan * - Jennifer Smith * Jersey Shore University Medical Center Foundation: -------------------------------------------------- - Peter Cancro * - Eric M. Kirsch, CFA * - Philip L. Perricone - Vincent J. Puma - Joseph Stampe * - J. Scott Ferguson - Karen A. Goldblatt - William S. Walsh - Suzanne Citron - John A. Giunco, Jr., Esq. * - John F. Reinhardt - Marilyn G. Trapani - T. Burt Barham - William C. Black - Walter R. Earle, II - Kenneth D. Nahum, D.O. - Robert L. Sweeney, D.O. - Stephen J. Denholtz - Robert W. Mullen - Richard M. Neibart, M.D. - John K. Lloyd, FACHE * - Kenneth N. Sable, M.D. - Pamela N. Talarico Ocean Medical Center Foundation: -------------------------------- - Richard A. Goldman * - Joseph Berardo, Jr. * - Robert G. Harms - Holly R. Hubbell Lonsdale - Joseph Stampe * - Edward J. Dimon, Esq. - Russell Lucas - Harriet Donnelly - Louis John Dughi, Esq. - Thomas R. Lake, III, M.D. - A. Dale "Bud" Mayo - Joseph Leone Introna - Elizabeth A. Kelly - Arthur K. Mark, M.D. - James A. Urner - John K. Lloyd, FACHE * - Dean Lin - Matthew Lang Riverview Medical Center Foundation: ------------------------------------ - Nancy Mulheren * - Steven M. Scopellite * - Joseph Albertelli - Peter T. Roselle - Joseph Stampe * - Hilary DiPiero - Shawn Reynolds - Jonathan B. Schultz - Charles E. Komar - Richard J. Saker - Danielle Sherwood-Schultz - Benedict J. Torcivia, Jr. - Mary Vaden Eisenstadt - Negin Noorchashm Griffith, M.D. - Lore Macdonald - Robert M. Rechnitz - 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 * - Michael Aaron, D.O. - Peter S. Goldman - John Imperato - Robert J. Simmons - Joan M. Hart - Joseph P. Lattanzi, M.D. - Angela Ominski - Sean Kauffman - Robert R. Stohrer - Edward Walters, Jr. - John K. Lloyd, FACHE * - Joseph P. Coyle - Deborah B. Allen - Phyllis Buttermark - Helen Dondzilla - Kara Schultz, Esq. - Barbara Schmidt - Barbara Bordoni - Noel Stanek MERIDIAN AMBULATORY VENTURES, INC. ---------------------------------- - Alfred Schiavetti, Jr. - Thomas Kononowitz * - James Bollerman - John K. Lloyd, FACHE * - James Renna - Peter Raben * - William Lawless, Ph.D. * - Gordon N. Litwin, Esq. * - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA - William Lewis, CPA
CORE FORM, PART XI; QUESTION 9 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - NET TRANSFERS TO/FROM RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS - ($6,938,185); - EQUITY TRANSFER TO AFFILIATES - ($28,974,189); - NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL ACQUISITION - $8,682,134 - CHANGES IN PENSION RELATED ADJUSTMENTS - ($10,751,000); - INCREASE IN INTEREST IN AFFILIATED TAX-EXEMPT FUNDRAISING ORGANIZATIONS; TEMPORARILY RESTRICTED - $15,868,000; - NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL ACQUISITION; TEMPORARILY RESTRICTED - ($8,682,134) - NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATING ACTIVITIES; TEMPORARILY RESTRICTED - ($1,681,807); AND - DECREASE IN INTEREST IN AFFILIATED TAX-EXEMPT FUNDRAISING ORGANIZATIONS; PERMANENTLY RESTRICTED - ($89,856).
CORE FORM, PART XII; QUESTION 2 MERIDIAN HOSPITALS CORPORATION IS THE LARGEST ENTITY OF THE MERIDIAN HEALTH SYSTEM, INC. 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 MERIDIAN NURSING & REHABILITATION, INC. FOR THE YEARS ENDED DECEMBER 31, 2015 AND DECEMBER 31, 2014; RESPECTIVELY. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED 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, 2015 AND DECEMBER 31, 2014; 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 AUDITED CONSOLIDATED 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, 2015 AND DECEMBER 31, 2014; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED 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) 2015


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
2015
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 MEDICAL GROUP-RETAIL CLINIC PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755228 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(3)MERIDIAN MED GROUP-FACULTY PRACTICE PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755230 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(4)MERIDIAN MEDICAL ASSOCIATES PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755233 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(5)MERIDIAN MEDICAL GROUP-PRIMARY CARE PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
14-1981653 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(6)MERIDIAN MEDICAL GROUP-SPECIALTY CAREPC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
14-1981647 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(7)MERIDIAN TRAUMA ASSOCIATES PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
14-1981651 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(8)MERIDIAN OBST & GYN ASSOCIATES PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755239 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) MH SYSTEM
 
 
No
(9)MERIDIAN PEDIATRIC SURGICAL ASSOC PC
1350 CAMPUS PARKWAY

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
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
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) 2015
Schedule R (Form 990) 2015
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
  		RELATED 3,212,142 1,760,851   No 0   No 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) 2015
Schedule R (Form 990) 2015
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
Yes
 
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) 2015
Schedule R (Form 990) 2015
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) 2015
Schedule R (Form 990) 2015
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) - MERIDIAN AMBULATORY VENTURES, INC. (FEID: 45-1227706)
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) 2015

Additional Data


Software ID:  
Software Version:  






TY 2015 AffiliatedGroupSchedule
Name:
MERIDIAN HEALTH SYSTEM INC - SUBORDINATES
EIN:
01-0649794
Affiliated Group Business Name:
Meridian Health System Inc
Address. Either US or Foreign Type:
1350 CAMPUS PARKWAY
NEPTUNE, NJ07753    
EIN:
22-3474145
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
595,129
Total Lobbying Expenditures:
595,129
Other Exempt Purpose Expenditures:
1,700,743,871
Total Exempt Purpose Expenditures:
1,701,339,000
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