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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
HACKENSACK MERIDIAN HEALTH INC
 
% ROBERT L GLENNING
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
C/O TAX DEPT 1350 CAMPUS PARKWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEPTUNE, NJ07753
D Employer identification number

22-3474145
E Telephone number

G Gross receipts $ 1,837,076,003
F Name and address of principal officer:
JOHN K LLOYDROBERT C GARRETT
C/O TAX DEPT 1350 CAMPUS PARK
NEPTUNE,NJ07753
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HACKENSACKMERIDIANHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1997
M State of legal domicile: NJ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE ORGANIZATION IS COMMITTED TO PROVIDING THE FULL SPECTRUM OF LIFE-ENHANCING CARE AND SERVICES TO CREATE AND SUSTAIN HEALTHY, VIBRANT COMMUNITIES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 26
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -1,706,788
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 30,220,962 35,274,002
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 22,669,478 174,077,044
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -971 -1,797
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 52,889,469 209,349,249
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 47,026,600 47,131,958
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 47,026,600 47,131,958
19 Revenue less expenses. Subtract line 18 from line 12....... 5,862,869 162,217,291
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,737,727,283 2,098,362,577
21 Total liabilities (Part X, line 26)............. 1,723,927,475 2,165,444,937
22 Net assets or fund balances. Subtract line 21 from line 20..... 13,799,808 -67,082,360
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
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Signature of officer Date
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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 (2018)
Form 990 (2018)
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 ORGANIZATION IS COMMITTED TO PROVIDING THE FULL SPECTRUM OF LIFE-ENHANCING CARE AND SERVICES TO CREATE AND SUSTAIN HEALTHY, VIBRANT COMMUNITIES.
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 $ 19,789,078 including grants of $ 0 ) (Revenue $ 18,934,969 )
PROMOTE EVIDENCE-BASED MEDICINE, PATIENT ENGAGEMENT, CARE COORDINATION, AND THE DEVELOPMENT OF AN INFRASTRUCTURE FOR ACCOUNTABLE CARE ORGANIZATION PROVIDERS TO INTERNALLY REPORT ON QUALITY AND COST METRICS.
4b (Code:   ) (Expenses $ 16,092,271 including grants of $ 0 ) (Revenue $ 13,818,542 )
PROMOTE A CLINICALLY INTEGRATED NETWORK OF HEALTH CARE PROVIDERS WITH THE GOAL OF IMPROVING HEALTH OUTCOMES, REDUCING HEALTH CARE COSTS, AND ENHANCING PATIENT EXPERIENCE.
4c (Code:   ) (Expenses $ 11,250,609 including grants of $ 0 ) (Revenue $ 2,520,491 )
THE ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF HACKENSACK MERIDIAN HEALTH, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet47,131,958
Form 990 (2018)
Form 990 (2018)
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)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick 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
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
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.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............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
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
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...................
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................
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.........
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........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
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
 
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
221
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
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
0
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
 
 
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
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
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
26
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
22
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
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
 
No
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
 
No
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
 
No
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
 
No
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
 
 
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-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletROBERT L GLENNING343 THORNALL STREET   EDISON,NJ08837 (848) 888-4405
Form 990 (2018)
Form 990 (2018)
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) Gordon N Litwin Esq......................................................................
Co-Chairperson/Trustee
 3.0
.................
15.0 		X   X       0 0 0
(2) Joseph Simunovich......................................................................
CO-CHAIRPERSON/TRUSTEE
 3.0
.................
18.0 		X   X       0 22,464 0
(3) Peter S Reinhart Esq......................................................................
Vice Chairperson/Trustee
 3.0
.................
3.0 		X   X       0 0 0
(4) Peter H Wegener Esq......................................................................
SECRETARY/TRUSTEE
 3.0
.................
0.0 		X   X       0 0 0
(5) Frank L Fekete CPA......................................................................
TREASURER/TRUSTEE
 3.0
.................
3.0 		X   X       0 4,979 0
(6) Keith Banks......................................................................
Assistant Secretary/Trustee
 3.0
.................
0.0 		X   X       0 0 0
(7) John K Lloyd FACHE......................................................................
CO-CEO/Trustee
 3.0
.................
57.0 		X   X       0 3,530,331 948,479
(8) Robert C Garrett FACHE......................................................................
Co-CEO/Trustee
 3.0
.................
57.0 		X   X       0 4,342,198 866,298
(9) Gregg Azcuy......................................................................
TRUSTEE
 3.0
.................
0.0 		X           0 0 0
(10) James M Bollerman......................................................................
Trustee
 3.0
.................
6.0 		X           0 0 0
(11) Stephen T Boswell PhD PE SECB......................................................................
Trustee
 3.0
.................
3.0 		X           0 0 0
(12) J Fletcher Creamer Jr......................................................................
Trustee
 3.0
.................
6.0 		X           0 0 0
(13) Frank DeCongelio......................................................................
Trustee
 3.0
.................
0.0 		X           0 1,728 0
(14) Domenic M DiPiero III......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(15) Thomas J Dolan......................................................................
Trustee
 3.0
.................
6.0 		X           0 0 0
(16) Kathleen T Ellis......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
(17) Leecia R Eve......................................................................
Trustee
 3.0
.................
0.0 		X           0 0 0
Form 990 (2018)
Form 990 (2018)
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) James J Galeota........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(19) Peter C Gerhard........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(20) Gail Gordon Esq........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(21) Lawrence R Inserra Jr........................................................................
TRUSTEE
 3.0
.......................3.0 		X           0 0 0
(22) Michael A Kleiman DMD........................................................................
TRUSTEE
 3.0
.......................27.0 		X           0 0 0
(23) Thomas J Kononowitz........................................................................
Trustee
 3.0
.......................9.0 		X           0 0 0
(24) John C Meditz........................................................................
Trustee
 3.0
.......................6.0 		X           0 0 0
(25) Mary Meehan PhD........................................................................
Trustee
 3.0
.......................0.0 		X           0 0 0
(26) Alfred J Schiavetti Jr........................................................................
Trustee
 3.0
.......................3.0 		X           0 0 0
(27) Theresa De Leon JD........................................................................
Trustee (termed 6/2018)
 3.0
.......................0.0 		X           0 0 0
(28) William A Kozy........................................................................
Trustee (termed 6/2018)
 3.0
.......................3.0 		X           0 0 0
(29) Joseph M Sanzari........................................................................
Trustee (termed 3/2018)
 3.0
.......................3.0 		X           0 0 0
(30) Robert L Glenning........................................................................
Pres, Fin & IT Svcs Div, CFO
 3.0
.......................52.0 		    X       0 2,219,202 490,200
(31) STEVEN G LITTLESON........................................................................
PRESIDENT, MHC (TERMED 1/2018)
 3.0
.......................52.0 		    X       0 1,473,632 40,871
(32) Andrew L Pecora MD........................................................................
Pres, Phys. Svcs Div, CIO
 3.0
.......................52.0 		      X     0 2,161,095 414,172
(33) Catherine Ainora........................................................................
EVP, Chief Integration Officer
 3.0
.......................52.0 		      X     0 1,448,597 125,709
(34) Audrey C Murphy Esq MSN RN........................................................................
EVP, Chf Legal Officer, Oper
 3.0
.......................52.0 		      X     0 1,425,284 472,379
(35) Patrick Young........................................................................
Pres, Population Health
 3.0
.......................52.0 		      X     0 1,383,506 425,100
(36) Nancy Corcoran-Davidoff........................................................................
EVP, Chief Experience & HR Off
 3.0
.......................52.0 		      X     0 1,317,714 497,504
(37) James Blazar........................................................................
EVP, Chief Strategy Officer
 3.0
.......................52.0 		      X     0 1,257,578 156,635
(38) Ann B Gavzy Esq........................................................................
EVP, Chief Legal Off, T&C Svcs
 3.0
.......................52.0 		      X     0 1,339,783 296,634
(39) SHERRIE STRING........................................................................
Former EVP, Chief HR Officer
 3.0
.......................52.0 		          X 0 706,880 3,021
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 22,634,971 4,737,002
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 MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
MPV NEW JERSEY MD SERVICES PC,
250 OLD HOOK RD
WESTWOOD,NJ07675 		PATIENT MGMT SVCS 295,721
PREMIER MEDICAL ALLIANCE LLC,
466 OLD HOOK ROAD STE 1
EMERSON,NJ07630 		PATIENT MGMT SVCS 288,076
MERIDIAN MEDICAL GROUP-PRIMARY CARE,
1200 JUMPING BROOK RD
NEPTUNE,NJ07753 		PATIENT MGMT SVCS 274,535
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet 0
Program Service RevenueAmt Business Code
2a ACCOUNTABLE CARE ORGANIZATION REVENUE 541900 32,753,511 32,753,511    
b OTHER HEALTHCARE RELATED REVENUE 621300 2,520,491 2,520,491    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 35,274,002
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 23,801,745   -1,706,788 25,508,533
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   76,790
b Less: rental expenses   78,587
c Rental income or (loss) 0 -1,797
d Net rental income or (loss)......MediumBullet -1,797     -1,797
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   1,777,923,466
b Less: cost or other basis and sales expenses   1,627,648,167
c Gain or (loss)   150,275,299
d Net gain or (loss).....MediumBullet 150,275,299     150,275,299
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 209,349,249 35,274,002 -1,706,788 175,782,035
Form 990 (2018)
Form 990 (2018)
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 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 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 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 16,193,309 16,193,309    
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 4,806,731 4,806,731    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 12,594,711 12,594,711    
12 Advertising and promotion .... 118 118    
13 Office expenses ....... 29,485 29,485    
14 Information technology ...... 16,081 16,081    
15 Royalties .. 0      
16 Occupancy ........... 4,979,424 4,979,424    
17 Travel ............ 14,881 14,881    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 37 37    
20 Interest ........... 367,449 367,449    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 88,938 88,938    
23 Insurance ... 131,497 131,497    
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 CONTRACTUAL EXPENSES 5,069,765 5,069,765    
b SUPPLIES 2,533,144 2,533,144    
c MERGER EXPENSES 269,643 269,643    
d CORPORATE ALLOCATION 3,570 3,570    
e All other expenses 33,175 33,175    
25 Total functional expenses. Add lines 1 through 24e 47,131,958 47,131,958 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
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 ........ 1,758,393 1 946
2 Savings and temporary cash investments ......... 17,250,467 2 34,118,582
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 0 4 7,119,022
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 ........ 0 8 0
9 Prepaid expenses and deferred charges ...... 37,895 9 15,877
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,137,571
b Less: accumulated depreciation 10b 1,991,289 183,501 10c 146,282
11 Investments—publicly traded securities . 1,684,288,000 11 1,885,428,098
12 Investments—other securities. See Part IV, line 11 ..... 32,972,554 12 69,356,466
13 Investments—program-related. See Part IV, line 11 .. 0 13 565,236
14 Intangible assets ............... 0 14 21,981,000
15 Other assets. See Part IV, line 11 ........... 1,236,473 15 79,631,068
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,737,727,283 16 2,098,362,577
Liabilities 17 Accounts payable and accrued expenses ..... 9,888,866 17 23,040,117
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 3,414,329 19 1,622,388
20 Tax-exempt bond liabilities ......... 1,362,930,775 20 1,302,694,910
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 .. 645,000 23 645,000
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 347,048,505 25 837,442,522
26 Total liabilities. Add lines 17 through 25.. 1,723,927,475 26 2,165,444,937
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 13,799,808 27 -67,082,360
28 Temporarily restricted net assets ........... 0 28 0
29 Permanently restricted net assets 0 29 0
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 ........... 13,799,808 33 -67,082,360
34 Total liabilities and net assets/fund balances ........ 1,737,727,283 34 2,098,362,577
Form 990 (2018)
Form 990 (2018)
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
209,349,249
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
47,131,958
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
162,217,291
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
13,799,808
5
Net unrealized gains (losses) on investments ...............
5
-277,692,500
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
34,593,041
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
-67,082,360
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
 
No
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
 
 
Form 990 (2018)
Form 990 (2018)
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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number

22-3474145
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 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................21
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- 10 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) HMH HOSPITALS CORPORATION
  		221487576 3 Yes   0 0
(B) HMH PHYSICIAN SERVICES INC
  		061755235 10 Yes   0 0
(C) HMH RESIDENTIAL CARE INC
  		222731440 10 Yes   0 0
(D) HEALTH INNOVATIONS UNLIMITED INC
  		222581430 10 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 MEDICAL CENTER FOUNDATION INC
  		222367109 7 Yes   0 0
(K) HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION INC
  		222339534 7 Yes   0 0
(L) PALISADES MEDICAL CENTER FOUNDATION INC
  		223693169 7 Yes   0 0
(M) RARITAN BAY HEALTHCARE FOUNDATION INC
  		222656665 7 Yes   0 0
(N) HACKENSACK MERIDIAN AMBULATORY VENTURES INC
  		461227706 10 Yes   0 0
(O) BERGEN HEALTH MANAGEMENT SYSTEM INC
  		222989731 2 Yes   0 0
(P) THE COMMUNITY HOSPITAL GROUP INC
  		226019101 3 Yes   0 0
(Q) HARTWYCK AT OAK TREE INC
  		222666023 10 Yes   0 0
(R) HARTWYCK WEST NURSING HOME INC
  		221802017 10 Yes   0 0
(S) JFK ASSISTED LIVING INC
  		223715324 10 Yes   0 0
(T) MUHLENBERG REGIONAL MEDICAL CENTER INC
  		221487258 10 Yes   0 0
(U) ROBERT WOOD JOHNSON JR LIFESTYLE INSTITUTE INC
  		222421433 10 Yes   0 0
Total
21
 0 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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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
Yes
 
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (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
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
Yes
 
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
Yes
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
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    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
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  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
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, QUESTION 12G IN ADDITION TO THE FINANCIAL SUPPORT DESCRIBED IN ATTACHMENT 1, HACKENSACK MERIDIAN HEALTH, INC. PROVIDES CENTRALIZED SERVICES SUCH AS: STRATEGIC PLANNING, BOARD GOVERNANCE, FINANCE AND COMPLIANCE AND AUDIT TO EACH OF ITS SUPPORTED ORGANIZATIONS.
SCHEDULE A, PART IV, SECTION D; QUESTION 3 By virtue of the relationship outlined in Part IV, Section D, Question #2, the supported organizations have a significant voice in this organization's investment policies and in directing the use of this organization's income or assets since they are all affiliates within Hackensack Meridian Health; a tax-exempt integrated healthcare delivery network. Hackensack Meridian Health, Inc. is the tax-exempt parent entity of Hackensack Meridian Health and, in this role, coordinates, oversees and supports the charitable activities of Hackensack Meridian Health. All organizations, in keeping with the charitable mission of Hackensack 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, QUESTIONS 3A & 3B IN ACCORDANCE WITH ITS GOVERNING DOCUMENTS AND STATED MISSION AND CHARITABLE PURPOSES, HACKENSACK MERIDIAN HEALTH, INC. HAS THE POWER TO REGULARLY APPOINT OR ELECT THE OFFICERS, DIRECTORS, OR TRUSTEES OF EACH OF ITS SUPPORTED ORGANIZATIONS. HACKENSACK MERIDIAN HEALTH, INC. HAS ALSO EXERCISED A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. HACKENSACK MERIDIAN HEALTH, INC. COORDINATES AND SETS THE STRATEGIC PLANS AND GOALS AND FURTHERS THE CHARITABLE PURPOSES AND MISSION OF ALL OF ITS SUPPORTED ORGANIZATIONS THROUGH COMMITTEES OF ITS GOVERNING BODY THAT FUNCTION AS COMMITTEES OF HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK OF WHICH HACKENSACK MERIDIAN HEALTH, INC. IS THE TAX-EXEMPT PARENT. ADDITIONALLY, THE ORGANIZATION'S GOVERNANCE STRUCTURE, THROUGH ITS BOARD COMMITTEES, PROVIDES DIRECTION AND OVERSIGHT AS IT RELATES TO STRATEGIC PLANNING, BOARD GOVERNANCE, FINANCE COMPLIANCE AND AUDIT.
SCHEDULE A, PART IV, SECTION E, QUESTION 5 UNDER THE AUTHORITY OF THE BOARD OF TRUSTEES THROUGH AN AMENDED CERTIFICATE OF INCORPOARTION, DUE TO MERGER ACTIVITY, THE FOLLOWING ORGANIZATIONS WERE REMOVED AS SUPPORTING ORGANIZATIONS: PALISADES MEDICAL CENTER, INC. (EIN: 22-487278) RARITAN BAY MEDICAL CENTER (EIN: 22-1494442) PALISADES GENERAL CARE, INC. (EIN: 22-2587492) MERIDIAN HOSPITALS CORPORATION (EIN: 22-3471515) HACKENSACK MERIDIAN NURSING AND REHABILITATION, INC. (EIN: 52-1772578) UNDER THE AUTHORITY OF THE BOARD OF TRUSTEES THROUGH AN AMENDED CERTIFICATE OF INCORPOARTION, DUE TO MERGER ACTIVITY, THE FOLLOWING ORGANIZATIONS WERE ADDED AS SUPPORTED ORGANIZATIONS: HMH HOSPITALS CORPORATION (EIN: 22-1487576) JFK HEALTH SYSTEM, INC. (EIN: 22-2421432) THE COMMUNITY HOSPITAL GROUP, INC. (EIN: 22-6019101) JOHN F KENNEDY MEDICAL CENTER FOUNDATION, INC. (EIN: 22-2315044) MUHLENBERG FOUNDATION, INC. (EIN: 51-0212678) MUHLENBERG REGIONAL MEDICAL CENTER, INC. (EIN: 22-1487258) HARTWYCK AT OAK TREE, INC. (EIN: 22-2666023) HARTWYCK WEST NURSING HOME, INC. (EIN: 22-1802017) HARTWYCK AT JFK, INC. (EIN: 20-4144804) JFK ASSISTED LIVING, INC. (EIN: 22-3715324) ROBERT WOOD JOHNSON, JR., LIFESTYLE INSTITUTE, INC. (EIN: 22-2421433)
Schedule A (Form 990 or 990-EZ) 2018


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.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number

22-3474145
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 7/25/06, 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) 2018

Schedule D (Form 990) 2018
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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages 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)
 
 
(ii) related organizations .................
3a(ii)
 
 
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 .....   85,700 85,700
b Buildings ....   752,750 708,000 44,750
c Leasehold improvements        
d Equipment ....   1,299,121 1,283,289 15,832
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 146,282
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
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
TAXABLE BOND LIABILITY 595,069,463
DUE TO THIRD PARTY 197,326,924
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 837,442,522
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) 2018

Schedule D (Form 990) 2018
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 X THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY NETWORK. PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF HACKENSACK MERIDIAN HEALTH, INC. FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2018 AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): 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, EXCEPT FOR THE PHYSICIAN PRACTICES, ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED.
Schedule D (Form 990) 2018


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number

22-3474145
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed 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 nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
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) 2018

Schedule J (Form 990) 2018
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
1John K Lloyd FACHE
CO-CEO/Trustee 		(i)

(ii)		 0
-------------
1,806,517 		0
-------------
1,270,840 		0
-------------
452,974 		0
-------------
915,007 		0
-------------
33,472 		0
-------------
4,478,810 		0
-------------
0
2Robert C Garrett FACHE
Co-CEO/Trustee 		(i)

(ii)		 0
-------------
1,807,468 		0
-------------
1,270,840 		0
-------------
1,263,890 		0
-------------
840,406 		0
-------------
25,892 		0
-------------
5,208,496 		0
-------------
0
3Robert L Glenning
Pres, Fin & IT Svcs Div, CFO 		(i)

(ii)		 0
-------------
1,148,163 		0
-------------
568,200 		0
-------------
502,839 		0
-------------
454,412 		0
-------------
35,788 		0
-------------
2,709,402 		0
-------------
0
4Andrew L Pecora MD
Pres, Phys. Svcs Div, CIO 		(i)

(ii)		 0
-------------
1,196,916 		0
-------------
580,300 		0
-------------
383,879 		0
-------------
409,307 		0
-------------
4,865 		0
-------------
2,575,267 		0
-------------
20,572
5Catherine Ainora
EVP, Chief Integration Officer 		(i)

(ii)		 0
-------------
664,980 		0
-------------
290,000 		0
-------------
493,617 		0
-------------
113,864 		0
-------------
11,845 		0
-------------
1,574,306 		0
-------------
0
6Audrey C Murphy Esq MSN RN
EVP, Chf Legal Officer, Oper 		(i)

(ii)		 0
-------------
690,377 		0
-------------
311,400 		0
-------------
423,507 		0
-------------
437,085 		0
-------------
35,294 		0
-------------
1,897,663 		0
-------------
80,246
7Patrick Young
Pres, Population Health 		(i)

(ii)		 0
-------------
827,050 		0
-------------
519,900 		0
-------------
36,556 		0
-------------
394,120 		0
-------------
30,980 		0
-------------
1,808,606 		0
-------------
0
8Nancy Corcoran-Davidoff
EVP, Chief Experience & HR Off 		(i)

(ii)		 0
-------------
618,323 		0
-------------
220,300 		0
-------------
479,091 		0
-------------
477,917 		0
-------------
19,587 		0
-------------
1,815,218 		0
-------------
92,494
9James Blazar
EVP, Chief Strategy Officer 		(i)

(ii)		 0
-------------
757,495 		0
-------------
325,600 		0
-------------
174,483 		0
-------------
129,074 		0
-------------
27,561 		0
-------------
1,414,213 		0
-------------
0
10Ann B Gavzy Esq
EVP, Chief Legal Off, T&C Svcs 		(i)

(ii)		 0
-------------
693,461 		0
-------------
337,200 		0
-------------
309,122 		0
-------------
289,566 		0
-------------
7,068 		0
-------------
1,636,417 		0
-------------
0
11STEVEN G LITTLESON
PRESIDENT, MHC (TERMED 1/2018) 		(i)

(ii)		 0
-------------
133,157 		0
-------------
464,000 		0
-------------
876,475 		0
-------------
33,275 		0
-------------
7,596 		0
-------------
1,514,503 		0
-------------
0
12SHERRIE STRING
Former EVP, Chief HR Officer 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		0
-------------
706,880 		0
-------------
0 		0
-------------
3,021 		0
-------------
709,901 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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 3 PLEASE REFER TO OUR RESPONSE TO CORE FORM, PART VI, QUESTIONS 15A & 15B INCLUDED IN SCHEDULE O.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS DURING THE YEAR ENDED DECEMBER 31, 2018. THE FOLLOWING AMOUNT WAS INCLUDED IN THE INDIVIDUAL'S 2018 W-2 AND IN COLUMN (B) OF SCHEDULE J: SHERRIE STRING, $706,880
SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2 AS TAXABLE WAGES: JOHN K. LLOYD, FACHE, $379,299; ROBERT C. GARRETT, FACHE, $644,808; ROBERT L. GLENNING, $324,100; ANDREW L. PECORA, M.D., $143,130; CATHERINE AINORA, $105,025; AUDREY C. MURPHY, ESQ., MSN, RN, $301,841; NANCY CORCORAN-DAVIDOFF, $361,253; JAMES BLAZAR, $120,340; AND ANN B. GAVZY, ESQ., $272,700. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THESE AMOUNTS ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE INDIVIDUALS WILL NOT EARN THE RIGHT TO RECEIVE THE DEFERRED COMPENSATION AMOUNTS UNLESS AND UNTIL THEY PROVIDE SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. WHEN THE FUTURE SERVICES REQUIREMENT IS MET, THE AMOUNTS WILL BECOME VESTED, WILL BE TAXED, WILL BE INCLUDED ON THE W-2, AND WILL BE REPORTED AGAIN ON THIS SCHEDULE. JOHN K. LLOYD, FACHE, ROBERT C. GARRETT, FACHE, ANDREW L. PECORA, M.D., AUDREY C. MURPHY. ESQ., MSN, RN, PATRICK YOUNG, NANCY CORCORAN-DAVIDOFF, AND ANN B. GAVZY, ESQ.
Schedule J (Form 990) 2018
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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number
22-3474145
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579E7X8 02-20-2003 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND PRE-2003 BONDS   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 215,633,457 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 33,451,469 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 11-02-2015 130,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 03-16-2016 129,602,500 REFUND EXISTING BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 08-12-2015 84,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 645790KM7 04-20-2017 647,774,568 REFINANCE EXISTING BONDS, CONSTRUC   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJS3 11-22-2006 32,570,000 CONST & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 04-25-2018 6,235,440 REFUND PRE-2003 BONDS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 0 4,865,000 3,765,000 1,600,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 61,213,687 16,032,128 18,390,000 5,207,649
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 436,450 205,792 365,791 56,802
8 Credit enhancement from proceeds ............. 560,326 62,695 65,353 21,731
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 60,216,911 15,763,641 0 5,129,116
11 Other spent proceeds ............. 0 0 17,958,856 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2004 2007 2006 2007
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X X     X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X              
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 0.040 % 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        
6 Total of lines 4 and 5 ............. 0.040 % 0.170 %    
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ... X   X   X   X  
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X X   X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X     X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider .......... 0
  		0
  		WACHOVIA
  		0
 
c Term of hedge .........     12 %  
d Was the hedge superintegrated? ......           X    
e Was the hedge terminated? ........           X    
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? X     X   X   X
b Name of provider .......... TRANSAMERICA OCCIDEN
  		0
  		0
  		0
 
c Term of GIC ......... 140 %      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X              
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (E) FOR THE BONDS ISSUED ON 2/20/2003, 6/24/2004, 11/22/2006, 12/21/2011, 5/8/2013 AND 4/20/2017 THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS IS DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART I, COLUMN (F) PROCEEDS FOR THE BOND ISSUED ON 5/18/2006 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUE: - SOUTHERN OCEAN COUNTY HOSPITAL ISSUE, SERIES 2006A, DATED MAY 1, 1993 PROCEEDS FOR THE BOND ISSUED ON 12/21/2011 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - 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 FOR THE BOND ISSUED ON 5/1/2013 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUE: - BAYSHORE COMMUNITY HOSPITAL ISSUE, SERIES 2002, DATED JANUARY 15, 2002 PROCEEDS FOR THE BOND ISSUED ON 3/16/2016 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012A, DATED OCTOBER 2, 2012 - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012B, DATED OCTOBER 2, 2012 - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012C, DATED OCTOBER 2, 2012 PROCEEDS FOR THE BOND ISSUED ON 4/20/2017 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2007, DATED DECEMBER 13, 2007 - HACKENSACK UNIVERSITY MEDICAL CENTER ISSUE, SERIES 2008, DATED APRIL 10, 2008 - HACKENSACK UNIVERSITY MEDICAL CENTER ISSUE, SERIES 2010, DATED AUGUST 26, 2010 - HACKENSACK UNIVERISTY MEDICAL CENTER ISSUE, SERIES 2010B, DATED OCTOBER 26, 2010 - PALISADES MEDICAL CENTER OBLIGATED GROUP ISSUE, SERIES 2013, DATED JULY 2, 2013
SCHEDULE K, PART III THE BONDS ISSUED ON 5/18/2006, 12/21/2011, AND 5/8/2013 REFUNDED PRE-2003 BONDS THEREFORE, PART III FOR THESE BOND ISSUES IS NOT APPLICABLE. SCHEDULE K, PART IV, LINE 2C THE COMPUTATION FOR THE BOND ISSUED ON 12/21/2011 WAS COMPUTED ON DECEMBER 13, 2016.
Schedule K (Form 990) 2018

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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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number
22-3474145
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579E7X8 02-20-2003 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND PRE-2003 BONDS   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 215,633,457 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 33,451,469 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 11-02-2015 130,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 03-16-2016 129,602,500 REFUND EXISTING BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 08-12-2015 84,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 645790KM7 04-20-2017 647,774,568 REFINANCE EXISTING BONDS, CONSTRUC   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJS3 11-22-2006 32,570,000 CONST & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 04-25-2018 6,235,440 REFUND PRE-2003 BONDS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 0 4,865,000 3,765,000 1,600,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 61,213,687 16,032,128 18,390,000 5,207,649
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 436,450 205,792 365,791 56,802
8 Credit enhancement from proceeds ............. 560,326 62,695 65,353 21,731
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 60,216,911 15,763,641 0 5,129,116
11 Other spent proceeds ............. 0 0 17,958,856 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2004 2007 2006 2007
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X X     X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X              
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 0.040 % 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        
6 Total of lines 4 and 5 ............. 0.040 % 0.170 %    
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ... X   X   X   X  
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X X   X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X     X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider .......... 0
  		0
  		WACHOVIA
  		0
 
c Term of hedge .........     12 %  
d Was the hedge superintegrated? ......           X    
e Was the hedge terminated? ........           X    
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? X     X   X   X
b Name of provider .......... TRANSAMERICA OCCIDEN
  		0
  		0
  		0
 
c Term of GIC ......... 140 %      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X              
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (E) FOR THE BONDS ISSUED ON 2/20/2003, 6/24/2004, 11/22/2006, 12/21/2011, 5/8/2013 AND 4/20/2017 THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS IS DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART I, COLUMN (F) PROCEEDS FOR THE BOND ISSUED ON 5/18/2006 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUE: - SOUTHERN OCEAN COUNTY HOSPITAL ISSUE, SERIES 2006A, DATED MAY 1, 1993 PROCEEDS FOR THE BOND ISSUED ON 12/21/2011 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - 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 FOR THE BOND ISSUED ON 5/1/2013 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUE: - BAYSHORE COMMUNITY HOSPITAL ISSUE, SERIES 2002, DATED JANUARY 15, 2002 PROCEEDS FOR THE BOND ISSUED ON 3/16/2016 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012A, DATED OCTOBER 2, 2012 - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012B, DATED OCTOBER 2, 2012 - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012C, DATED OCTOBER 2, 2012 PROCEEDS FOR THE BOND ISSUED ON 4/20/2017 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2007, DATED DECEMBER 13, 2007 - HACKENSACK UNIVERSITY MEDICAL CENTER ISSUE, SERIES 2008, DATED APRIL 10, 2008 - HACKENSACK UNIVERSITY MEDICAL CENTER ISSUE, SERIES 2010, DATED AUGUST 26, 2010 - HACKENSACK UNIVERISTY MEDICAL CENTER ISSUE, SERIES 2010B, DATED OCTOBER 26, 2010 - PALISADES MEDICAL CENTER OBLIGATED GROUP ISSUE, SERIES 2013, DATED JULY 2, 2013
SCHEDULE K, PART III THE BONDS ISSUED ON 5/18/2006, 12/21/2011, AND 5/8/2013 REFUNDED PRE-2003 BONDS THEREFORE, PART III FOR THESE BOND ISSUES IS NOT APPLICABLE. SCHEDULE K, PART IV, LINE 2C THE COMPUTATION FOR THE BOND ISSUED ON 12/21/2011 WAS COMPUTED ON DECEMBER 13, 2016.
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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 Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number
22-3474145
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579E7X8 02-20-2003 60,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
B NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FDA8 06-24-2004 14,725,000 CONSTRUCT & EQUIP FACILITY   X   X   X
C NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FHG1 05-18-2006 18,390,000 REFUND PRE-2003 BONDS   X   X   X
D NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJQ7 11-22-2006 5,100,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FW25 12-21-2011 215,633,457 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579F3H4 05-08-2013 33,451,469 REFUND PRE-2003 BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 11-02-2015 130,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 03-16-2016 129,602,500 REFUND EXISTING BONDS   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 08-12-2015 84,000,000 CONSTRUCT & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 645790KM7 04-20-2017 647,774,568 REFINANCE EXISTING BONDS, CONSTRUC   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 64579FJS3 11-22-2006 32,570,000 CONST & EQUIP FACILITY   X   X   X
NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTH
  		22-1987084 000000000 04-25-2018 6,235,440 REFUND PRE-2003 BONDS   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 0 4,865,000 3,765,000 1,600,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 61,213,687 16,032,128 18,390,000 5,207,649
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 436,450 205,792 365,791 56,802
8 Credit enhancement from proceeds ............. 560,326 62,695 65,353 21,731
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 60,216,911 15,763,641 0 5,129,116
11 Other spent proceeds ............. 0 0 17,958,856 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2004 2007 2006 2007
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X   X X     X
15 Were the bonds issued as part of an advance refunding issue? .....   X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X X     X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X     X X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X              
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 0.040 % 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        
6 Total of lines 4 and 5 ............. 0.040 % 0.170 %    
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ... X   X   X   X  
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X X   X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X     X   X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X X     X
b Name of provider .......... 0
  		0
  		WACHOVIA
  		0
 
c Term of hedge .........     12 %  
d Was the hedge superintegrated? ......           X    
e Was the hedge terminated? ........           X    
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? X     X   X   X
b Name of provider .......... TRANSAMERICA OCCIDEN
  		0
  		0
  		0
 
c Term of GIC ......... 140 %      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........ X              
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X X  
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN (E) FOR THE BONDS ISSUED ON 2/20/2003, 6/24/2004, 11/22/2006, 12/21/2011, 5/8/2013 AND 4/20/2017 THE DIFFERENCE BETWEEN THE ISSUE PRICE AND TOTAL PROCEEDS IS DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART I, COLUMN (F) PROCEEDS FOR THE BOND ISSUED ON 5/18/2006 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUE: - SOUTHERN OCEAN COUNTY HOSPITAL ISSUE, SERIES 2006A, DATED MAY 1, 1993 PROCEEDS FOR THE BOND ISSUED ON 12/21/2011 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - 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 FOR THE BOND ISSUED ON 5/1/2013 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUE: - BAYSHORE COMMUNITY HOSPITAL ISSUE, SERIES 2002, DATED JANUARY 15, 2002 PROCEEDS FOR THE BOND ISSUED ON 3/16/2016 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012A, DATED OCTOBER 2, 2012 - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012B, DATED OCTOBER 2, 2012 - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2012C, DATED OCTOBER 2, 2012 PROCEEDS FOR THE BOND ISSUED ON 4/20/2017 WERE USED TO REFUND THE FOLLOWING NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY REVENUE BOND ISSUES: - MERIDIAN HEALTH SYSTEM OBLIGATED GROUP ISSUE, SERIES 2007, DATED DECEMBER 13, 2007 - HACKENSACK UNIVERSITY MEDICAL CENTER ISSUE, SERIES 2008, DATED APRIL 10, 2008 - HACKENSACK UNIVERSITY MEDICAL CENTER ISSUE, SERIES 2010, DATED AUGUST 26, 2010 - HACKENSACK UNIVERISTY MEDICAL CENTER ISSUE, SERIES 2010B, DATED OCTOBER 26, 2010 - PALISADES MEDICAL CENTER OBLIGATED GROUP ISSUE, SERIES 2013, DATED JULY 2, 2013
SCHEDULE K, PART III THE BONDS ISSUED ON 5/18/2006, 12/21/2011, AND 5/8/2013 REFUNDED PRE-2003 BONDS THEREFORE, PART III FOR THESE BOND ISSUES IS NOT APPLICABLE. SCHEDULE K, PART IV, LINE 2C THE COMPUTATION FOR THE BOND ISSUED ON 12/21/2011 WAS COMPUTED ON DECEMBER 13, 2016.
Schedule K (Form 990) 2018

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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number

22-3474145
Return Reference Explanation
CORE FORM, PART VI, SECTION A; QUESTION 4 The organization's certificate of incorporation and bylaws were amended effective January 1, 2018 to reflect the merger of JFK Health System into the Hackensack Meridian Health network.
CORE FORM, PART VI, SECTION B; QUESTION 11B Hackensack Meridian Health, Inc. ("HMH") is the parent organization of a tax-exempt integrated healthcare delivery network. HMH's finance personnel prepared the federal Form 990. HMH retained a firm of independent certified public accountants with experience and expertise in health care and not-for-profit tax return preparation to review and file the Form 990. HMH's board of trustees designated the Audit and Compliance Committee ("ACC") to review the Form 990. The form 990 was provided to the members of the ACC for review. The Form 990 was then provided to each voting member of HMH's governing body, its board of trustees, prior to filing with the Internal Revenue Service.
CORE FORM, PART VI, SECTION B; QUESTION 12C The organization, Hackensack Meridian Health, Inc., is the tax-exempt parent of a tax-exempt integrated healthcare delivery network ("network"). Hackensack Meridian Health, Inc. has adopted a network-wide conflict of interest policy which is applicable to all of its subsidiary organizations. The organizations regularly monitor and enforce compliance with the network'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 network's Chief Compliance Officer for review. The Chief Compliance Officer then prepares a summary of the completed questionnaires, and presents the summary to the network's governance and board development committee for its review, discussion and action (if needed). During the year, the Chief Compliance Officer, in conjunction with the 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, PART VI, SECTION B; QUESTIONS 15A & 15B This organization is the tax-exempt parent of a tax-exempt integrated healthcare delivery network ("network"). The Executive and Physician Compensation Committee ("Committee") of this organization is responsible for reviewing the executive compensation of the CEO and key employees (senior management) of this network. The Committee has adopted a written executive compensation philosophy, approved by the 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 network and the critical need to have and retain executives that consistently demonstrate superior levels of performance so that the health network can fulfill its charitable mission and strategic objectives. The Committee reviews the "total compensation", 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 chief executive officer(s), 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 national and 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 executive compensation philosophy, the organization's performance, business judgment considerations, and the individual's performance, reviews and approves compensation for each individual. Guided at each meeting by outside counsel to the committee, the comprehensive review process utilized by the committee is intentionally structured to qualify for the rebuttable presumption under Section 4958 of the Internal Revenue Code of 1986: 1. The compensation arrangement is approved in advance by the Committee, which is an "authorized body" of the organization composed entirely of individuals who do not have a conflict of interest within the meaning of the IRS regulations under Section 4958; 2. The Committee obtains and relies upon "appropriate data as to comparability" (for comparable positions at similar healthcare organizations) prior to making its determination, which comparability data is provided and analyzed by the committee's independent consulting firm with expertise in the area of not-for-profit health care executive compensation; and 3. The Committee thoroughly documents its review and approval process, as well as the basis for its approvals, concurrently with making that determination, again as described in the regulations. As appropriate, the committee 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 compensation arrangements approved by the Committee are reported in executive session to the full board by the co-chairs of the Committee.
CORE FORM, PART VI, SECTION C; QUESTION 19 The 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 organization makes available to the public via its website, www.hackensackmeridianhealth.org, its code of conduct and conflict of interest policy.
CORE FORM, PART VII AND SCHEDULE J Part VII and Schedule J reflect officers and board members receiving compensation and benefits from a related organization. Please note this remuneration was for services rendered as full-time employees of the related organization and not for services rendered as an officer or voting member of this organization's Board of Trustees.
CORE FORM, PART X; LINE 20 In accordance with the organization's audited financial statements, the tax-exempt bond values were reported on the books of Hackensack Meridian Health, Inc., the parent organization of this tax-exempt integrated healthcare delivery network. As such, the tax-exempt bonds are reported on Schedule K of this Form 990.
CORE FORM, PART XI; QUESTION 9 Other changes in net assets or fund balance include: - HMH Program Service Revenue Reclass - 39,775,714 - Net transfer to affiliates - ($5,182,673).
FORM 990 PART IX LINE 11G DESCRIPTION:COORDINATION FEES TOTAL FEES:11502805
FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:746406
FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:345500
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
 
Employer identification number

22-3474145
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) MERIDIAN ACCOUNTABLE CARE ORGANIZATION
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
45-5440607 		HEALTH SVCS. NJ 409,120 3,397,474 HMH
 
(2) COASTAL DATA SOLUTIONS
1350 CAMPUS PARKWAY
NEPTUNE,NJ07753
45-2441857 		HEALTH IT NJ 0 168,779 HMH
 
(3) HACKENSACK PHYS-HOSP ALLIANCE ACO LLC
30 PROSPECT AVENUE
HACKENSACK,NJ07601
45-3067377 		HEALTH SVCS. NJ 18,525,849 62,857,093 HMH
 
(4) HACKENSACK MERIDIAN HEALTH PARTNERS LLC
343 THORNALL STREET
EDISON,NJ08837
82-0784282 		HEALTH SVCS NJ 13,818,542 16,963,413 HMH
 




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)SHORE REHABILITATION INSTITUTE INC
425 JACK MARTIN BOULEVARD

BRICK,NJ08724
22-3274755 		HEALTH SVCS. NJ 501(C)(3) 3 HMHHC
 
 
No
(2)PALISADES MEDICAL ASSOCIATES LLC
7600 RIVER ROAD

NORTH BERGEN,NJ07047
22-3814193 		HEALTH SVCS. NJ 501(C)(3) 10 HMHHC
 
 
No
(3)MERIDIAN MEDICAL GROUP-RETAIL CLINIC PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755228 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(4)MERIDIAN MEDICAL GROUP-FACULTY PRACTICE
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755230 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(5)MERIDIAN MEDICAL ASSOCIATES PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755233 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(6)MERIDIAN MEDICAL GROUP-PRIMARY CARE PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
14-1981653 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(7)MERIDIAN MEDICAL GROUP-SPECIALTY CAREPC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
14-1981647 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(8)MERIDIAN TRAUMA ASSOCIATES PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
14-1981651 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(9)MERIDIAN OBGYN ASSOCIATES PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
06-1755239 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(10)MERIDIAN PEDIATRIC SURGICAL ASSOC PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
77-0720131 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(11)SOMC MEDICAL GROUP PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
27-1412183 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(12)HACKENSACK SPECIALTY CARE ASSOCIATES PC
30 PROSPECT AVENUE

HACKENSACK,NJ07601
20-1017013 		HEALTH SVCS. NJ 501(C)(3) 12A HMHHC
 
 
No
(13)HACKENSACK UNIVERSITY MEDICAL GROUP PC
30 PROSPECT AVENUE

HACKENSACK,NJ07601
22-3376459 		HEALTH SVCS. NJ 501(C)(3) 12A HMHHC
 
 
No
(14)HUMC CARDIOVASCULAR PARTNERS PC
30 PROSPECT AVENUE

HACKENSACK,NJ07601
27-0614861 		HEALTH SVCS. NJ 501(C)(3) 10 HMHHC
 
 
No
(15)HUMC MEDICAL OBSERVATION PA
30 PROSPECT AVENUE

HACKENSACK,NJ07601
27-2371424 		HEALTH SVCS. NJ 501(C)(3) 12A HMHHC
 
 
No
(16)MERIDIAN OCCUPATIONAL HEALTH PC
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
27-2377326 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(17)THE AUXILIARY OF HACKENSACKUMC
30 PROSPECT AVENUE

HACKENSACK,NJ07601
22-1537117 		SUPPORT HMHHC NJ 501(C)(3) 12C HMHHC
 
 
No
(18)MERIDIAN MEDICAL GROUP-PEDIATRIC UROLOGY
1350 CAMPUS PARKWAY

NEPTUNE,NJ07753
81-3921186 		HEALTH SVCS. NJ 501(C)(3) 10 HMH
 
Yes
 
(19)JFK HEALTH SYSTEMS REALTY CORPORATION
98 JAMES STREET

EDISON,NJ08820
52-1703518 		INACTIVE NJ 501(C)(2) N/A JFKHS
 
 
No
(20)JFK MEDICAL ASSOCIATES PA
98 JAMES STREET

EDISON,NJ08820
46-2219798 		HEALTH SVCS. NJ 501(C)(3) 10 JFKHS
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) HUMCUSPI SURGERY CENTERS LLC

30 PROSPECT AVE
HACKENSACK,NJ07601
38-3875474 		HEALTH SVCS NJ NA
  		                 
(2) OLD BRIDGE MEDICAL ASSOCIATES LLC

1 HOSPITAL PLZ
OLD BRIDGE,NJ08857
22-2894388 		HEALTH SVCS NJ NA
  		                 
(3) RARITAN BAY SURGICAL PARTNERS LLC

530 NEW BRUNSWICK AVE
PERTH AMBOY,NJ08861
46-5153212 		HEALTH SVCS NJ NA
  		                 
(4) COASTAL CO-OP OF NJ

1350 CAMPUS PKWY
NEPTUNE,NJ07753
22-3603146 		PURCHASING NJ NA
  		                 
(5) MERIDIAN HEALTH VILLAGE REALTY ASSOC

1350 CAMPUS PKWY
NEPTUNE,NJ07753
27-4328412 		REAL ESTATE NJ NA
  		                 
(6) MERIDIAN LIVING AT MANALAPAN LLC

1350 CAMPUS PKWY
NEPTUNE,NJ07753
47-3603026 		HEALTH SVCS NJ NA
  		                 
(7) HACKENSACK MERIDIAN LIVING AT HOLMDEL

1350 CAMPUS PKWY
NEPTUNE,NJ07753
81-5095156 		HEALTH SVCS NJ NA
  		                 
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) HACKENSACK MERIDIAN HEALTH VENTURES INC

343 THORNALL STREET
EDISON,NJ08837
22-2550716 		HEALTH SVCS NJ HMH
  		C CORP 1,503,927 10,337,655 100.000 % Yes  
(2) PALISADES CHILD CARE CENTER INC

343 THORNALL STREET
EDISON,NJ08837
22-2812623 		DAY CARE CENTER NJ NA
  		C CORP         No
(3) HACKENSACKUMC CASUALTY COMPANY LTD

CHEVRON HOUSE 44 CHURCH STREET
HAMILTON   HM12
BD
FINANCIAL VEHICLE BD NA
  		C CORP         No
(4) RARITAN INSURANCE LTD

23 LIME TREE BAY AVE PO BOX 1363
GRAND CAYMAN    
CJ
FINANCIAL VEHICLE CJ NA
  		C CORP         No
(5) COASTAL MEDICAL INSURANCE LTD

CHEVRON HOUSE 44 CHURCH STREET
HAMILTON   HM12
BD
98-0166769 		FINANCIAL VEHICLE BD NA
  		C CORP         No
(6) OAPCA INC

1140 ROUTE 72 WEST
MANAHAWKIN,NJ08050
22-3298974 		CONDO ASSOC NJ NA
  		C CORP         No
(7) ATLANTIC INSURANCE EXCHANGE LTD

CLARENDON HOUSE 2 CHURCH STREET
HAMILTON   HM12
BD
98-1330735 		FINANCIAL VEHICLE BD NA
  		C CORP         No
(8) JFK MEDICAL GROUP PC

98 JAMES STREET
EDISON,NJ08820
22-3482637 		HEALTH SVCS NJ NA
  		C CORP         No
(9) JFK HEALTHSHARE INC

98 JAMES STREET
EDISON,NJ08820
22-2528967 		HEALTH SVCS NJ NA
  		C CORP         No
(10) JFK AMBULATORY CARE PA

98 JAMES STREET
EDISON,NJ08820
47-3018240 		HEALTH SVCS NJ NA
  		C CORP         No
(11) ALERT AMBULANCE SERVICE INC

1195 AIRPORT ROAD
LAKEWOOD,NJ08701
22-1968480 		AMBULANCE SVCS NJ HMH
  		C CORP 20,479,892 9,826,892 100.000 % Yes  
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
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
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
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
(1) HACKENSACK MERIDIAN AMBULATORY VENTURES INC

 R 18,093,514 COST
(2) ALERT AMBULANCE SERVICE INC

 R 7,333,728 COST
(3) MUHLENBERG REGIONAL MEDICAL CENTER INC

 S 2,151,055 COST
(4) HACKENSACK MERIDIAN HEALTH VENTURES INC

 S 18,093,514 COST


Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART II HACKENSACK MERIDIAN HEALTH, INC. IS RELATED TO SEVERAL ADDITIONAL TAX-EXEMPT ORGANIZATIONS NOT SHOWN IN PART II AS THOSE ORGANIZATIONS ARE PART OF THE GROUP EXEMPTION IN WHICH HACKENSACK MERIDIAN HEALTH, INC. IS THE CENTRAL ORGANIZATION.
SCHEDULE R, PART V THE ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. HMH HOSPITALS CORPORATION ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE NETWORK IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2018

Additional Data


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