2018-05-10T12:18:42-05:00 2017-06-30 WithumSmithBrown PC 200 Jefferson Park Suite 400 Whippany NJ 079811070 990 2016-07-01 900779828 ATLANTICARE HEALTH SYSTEM INC - SUBORDINATES % HAK J KIM ATLA 6095697031 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 HAK J KIM vp/cfo 2018-04-06 true Scott J Mariani P00642486 9738989494 2016 2022-09-23 18:48:47Z LORI S HERNDON 2500 ENGLISH CREEK AVE EGG HARBOR TOWNSHIP NJ 08234 844084740 true true 5788 X WWW.ATLANTICARE.ORG X 1897 NJ THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NJ BY PROVIDING QUALITY, PATIENT-CENTERED HEALTHCARE SERVICES. 16 8 5751 261 324150 11736742 20302290 376686696 788341828 15088144 27592743 2382344 2936856 405893926 839173717 507689 553070 0 0 163753835 399045532 0 0 6276 172730539 315614726 336992063 715213328 68901863 123960389 1191534890 1354615392 644679970 594955054 546854920 759660338 X THE ORGANIZATIONS ARE COMMITTED TO IMPROVING THE HEALTH AND WELL-BEING OF THE RESIDENTS OF NEW JERSEY BY PROVIDING QUALITY, PATIENT-CENTERED HEALTHCARE SERVICES. THE ENTITIES WORK TOGETHER TO PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. false false 92051178 0 88439692 EXPENSES INCURRED BY ATLANTICARE REGIONAL MEDICAL CENTER IN PROVIDING MEDICALLY NECESSARY INPATIENT GENERAL MEDICINE SERVICES to all individuals in a non-discriminatory manner regardless of RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ability to pay. 64927156 0 72264698 EXPENSES INCURRED BY ATLANTICARE REGIONAL MEDICAL CENTER IN PROVIDING MEDICALLY NECESSARY INPATIENT CARDIOLOGY/CARDIAC SURGERY SERVICES to all individuals in a non-discriminatory manner regardless of RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ability to pay. 60990970 0 98785376 EXPENSES INCURRED BY ATLANTICARE REGIONAL MEDICAL CENTER IN PROVIDING MEDICALLY NECESSARY INPATIENT ORTHOPEDIC SERVICES to all individuals in a non-discriminatory manner regardless of RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ability to pay. 425772350 553070 528873434 643741654 true true false true false false false false false true true false true false true false false true false false false false false false true true true true true false true false false false false false false true false true false false false false true true true false false true 565 0 true 5751 true true true false false false false true true false false false false X 16 8 false false false false true true true true true false false true true true true true true true true true true NJ X HAK J KIM 6095697031 2500 ENGLISH CREEK AVE EGG HARBOR TWNSHP NJ 08234 X DAVID GODDARD CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 MANUEL APONTE VICE CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 PATRICIA RICH-TUOHY SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 DAVID CARR PHD TREASURER - TRUSTEE 1.0 0.0 X X 0 0 0 BLAIR A BERGEN MD TRUSTEE 55.0 0.0 X 0 601035 32538 JOHN B BULGER DO MBA TRUSTEE 55.0 0.0 X 0 584999 45335 MOHAMED H ELNAHAL MD TRUSTEE 55.0 0.0 X 0 511922 38138 FRANCINE GOLDSTEIN TRUSTEE 1.0 0.0 X 0 0 0 MATHEW D FINKELSON DMD TRUSTEE 1.0 0.0 X 0 0 0 LORI S HERNDON TRUSTEE-ARMC PRES/CEO-EVP SYS 55.0 0.0 X X 1068296 0 37206 ROSALIND KINCAID TRUSTEE 1.0 0.0 X 0 0 0 ALDALBERTO LOPEZ TRUSTEE 1.0 0.0 X 0 0 0 EDELYN L MILLER TRUSTEE 55.0 0.0 X 0 1229749 238259 KENNETH R STEINBERG TRUSTEE 1.0 0.0 X 0 0 0 PRIYESH THAKKAR DO TRUSTEE 1.0 0.0 X 0 0 0 FRANCIS WREN MD TRUSTEE 1.0 0.0 X 0 0 0 CRAIG GLICK MD TRUSTEE (TERMED 3/2017) 1.0 0.0 X 0 0 0 PACIFICO AGNELLINI ESQ CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 ROBERT HORDES SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 FATEN DIB TREASURER - TRUSTEE 1.0 0.0 X X 0 0 0 JOHN BECHER DO TRUSTEE 1.0 0.0 X 0 0 0 MARGARET A BELFIELD TRUSTEE - EVP & COO 55.0 0.0 X 604179 0 73363 MICHAEL CONNOR ESQ TRUSTEE 1.0 0.0 X 0 0 0 THOMAS GLENN III TRUSTEE 1.0 0.0 X 0 0 0 GARY HANSON TRUSTEE 1.0 0.0 X 0 0 0 GARY L HILL TRUSTEE 1.0 0.0 X 0 0 0 LARRY KAUFMAN MD TRUSTEE 1.0 0.0 X 0 0 0 RANDOLPH C LAFFERTY ESQ TRUSTEE 1.0 0.0 X 0 0 0 CORENLIUS MCPEAK TRUSTEE 1.0 0.0 X 0 0 0 ALVIN ONG MD TRUSTEE 1.0 0.0 X 0 0 0 JOHANNA PERSKIE TRUSTEE 1.0 0.0 X 0 0 0 ALEXANDER ONOPCHENKO MD TRUSTEE 55.0 0.0 X 0 450486 22000 T ERIC REICH TRUSTEE 1.0 0.0 X 0 0 0 CAROLINE TILL TRUSTEE 1.0 0.0 X 0 0 0 MARY THOMPSON TRUSTEE 1.0 0.0 X 0 0 0 BENJAMIN ZELTNER ESQ TRUSTEE 1.0 0.0 X 0 0 0 STOWELL FULTON TRUSTEE (TERMED 3/2017) 1.0 0.0 X 0 0 0 DEE W KASSIS RN TRUSTEE (TERMED 3/2017) 1.0 0.0 X 0 0 0 TRACY SANTORO TRUSTEE (TERMED 3/2017) 1.0 0.0 X 0 0 0 DAVID P TILTON TRUSTEE-PRES/CEO(TERM 7/2/16) 55.0 0.0 X X 0 4027864 48662 RICHARD D LOVERING TRST-VICE CHAIR/SVP ADMIN CHRO 55.0 0.0 X X 0 522781 87968 WALTER A GREINER TRUSTEE - TREASURER/SVP & CFO 55.0 0.0 X X 0 717035 68804 DOMINIC S MOFFA EXECUTIVE VP (TERMED 9/3/16) 55.0 0.0 X 0 1604746 206938 DONNA MICHAEL-ZIEREIS ESQ VP GENERAL COUNSEL/ASST. SEC. 55.0 0.0 X 0 415379 73283 CHRISTOPHER A SCANZERA VP & CHIEF INFORMATION OFFICER 55.0 0.0 X 0 466971 58768 MARILOUISE VENDITTI MD CHIEF MEDICAL OFFICER 55.0 0.0 X 0 573002 70413 JOAN MARY BRENNAN SR VP QUALITY & PERFORM EXCEL 55.0 0.0 X 428406 0 69727 TERRI LU SCHIEDER VP POPULATION HEALTH & BUS DEV 55.0 0.0 X 728158 0 72041 CHARISSE FIZER VP CLINICAL OPS & AMB SERVICES 55.0 0.0 X 552678 0 48985 ROBERTA O BEGLEY VP NURSING/CNO 55.0 0.0 X 460642 0 64225 HAK J KIM VP FINANCIAL PLANNING 55.0 0.0 X 0 325865 60716 JOSEPH J MCCARTHY CPA VP FINANCIAL OPERATIONS 55.0 0.0 X 0 298160 60224 BARBARA YOUNG CORP. DIRECTOR SUPPLY CHAIN 55.0 0.0 X 155061 0 33252 JATIN MOTIWAL VP PHYSICIAN PRACTICE ADMIN 55.0 0.0 X 429104 0 56279 JULIA DREW EXECUTIVE DIRECTOR 55.0 0.0 X 173751 0 18185 CHRISTOPHER C APGAR DIRECTOR OF FINANCE 55.0 0.0 X 111294 0 6837 MICHAEL J SAYNISCH SENIOR DIRECTOR 55.0 0.0 X 138922 0 32588 LOYAL M OWNES SENIOR DIRECTOR - CLINICAL 55.0 0.0 X 118498 0 20642 SAMANTHA A KILEY EXECUTIVE DIRECTOR 55.0 0.0 X 148051 0 36362 STEVEN M BLUMBERG SVP/EXEC. DIR. (TERM 11/12/16) 55.0 0.0 X 542834 0 40326 RAYMOND C TALUCCI MD PHYSICIAN 55.0 0.0 X 503558 0 25298 FRANCIS DEANGELO MD PHYSICIAN 55.0 0.0 X 502711 0 21594 PETER N THOMPSON MD PHYSICIAN 55.0 0.0 X 492026 0 37852 AYOOLA O ALI MD PHYSICIAN 55.0 0.0 X 488904 0 42475 JAMES EAKINS MD PHYSICIAN 55.0 0.0 X 362424 0 34632 JAMES P NOLAN JR CPA FORMER OFFICER 0.0 0.0 X 0 1280259 19036 RENE A ZANELOTTI-BUNTING FORMER OFFICER 0.0 0.0 X 0 529005 16709 IRA R PEEZICK FORMER OFFICER 0.0 0.0 X 0 448043 12892 GLENN ANN STOLL FORMER OFFICER 55.0 0.0 X 150507 0 22394 8160004 14587301 1954946 418 true true false P AGNES INC 2101 PENROSE AVENUE PHILADELPHIA PA 19145 BUILDING CONTRACTOR 6083738 LABORATORY CORP OF AMERICA PO BOX 12140 BURLINGTON NC 272162140 LAB 5675879 LF DRISCOLL 401 EAST CITY AVE SUITE 500 BALA CYNWYD PA 19004 BUILDING CONTRACTOR 4643509 JEFFERSON UNIVERSITY PHYSICIANS 1025 WALNUT STREET PHILADELPHIA PA 19107 MEDICAL 2863493 NEW YORK BLOOD CENTER INC PO BOX 419137 BOSTON MA 022419137 MEDICAL 2616312 275 X 169634 553070 14456942 5122644 38775 20302290 NET PATIENT SERVICE REVENUE 541900 771653904 771653904 OTHER HEALTHCARE RELATED REVENUE 541900 16687924 16385146 302778 788341828 27816935 21372 27795563 0 0 7251322 4328188 2923134 0 2923134 2923134 0 224192 -224192 -224192 -224192 347458 169634 347458 21640 11185 10455 10455 0 0 0 TELEPHONE 517000 3267 3267 3267 839173717 788039050 324150 30508227 553070 553070 0 0 0 6269892 5642903 626989 0 319684002 287715602 31968400 20060577 18054519 2006058 33305205 29974685 3330520 19725856 17753270 1972586 2763450 2487105 276345 305147 274632 30515 305232 274709 30523 0 0 0 9114069 8202662 911407 654994 589495 65499 64669966 58202969 6466997 1705832 1535249 170583 0 17073866 15366479 1707387 564750 508275 56475 0 719090 647181 71909 3562010 3205809 356201 0 38658624 34792762 3865862 8532180 7678962 853218 MEDICAL SUPPLIES 110191331 99172198 11019133 0 ADMINISTRATIVE FEES 21684630 19516167 2168463 0 PURCHASED SERVICES 19175309 17257778 1917531 0 PHYSICIAN FEES 799126 719213 79913 0 15135120 13615960 1512884 6276 715213328 643741654 71465398 6276 X 32056950 27576819 9063294 6329057 3458465 3247197 78955459 94195975 0 0 0 0 0 0 11370277 11782407 8773350 5849511 993937779 516462426 452290204 477475353 0 0 0 0 564837503 679521793 255785 16117127 30473603 32520153 1191534890 1354615392 94824857 112261425 0 0 2203196 2186733 224300000 242696961 0 0 0 0 24400188 23140798 0 0 298951729 214669137 644679970 594955054 X 512969438 731137198 32274012 26279650 1611470 2243490 546854920 759660338 1191534890 1354615392 X 123960389 41591519 47253510 X X false true X true true true X 1 ATLANTICARE REGIONAL MEDICAL CENTER 800834222 3 true 0 0 1 0 0 false false false false false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I THE PUBLIC CHARITY STATUS REFLECTED ON SCHEDULE A, PART I IS FOR ATLANTICARE REGIONAL MEDICAL CENTER, THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE PUBLIC CHARITY STATUS FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION: ATLANTICARE BEHAVIORAL HEALTH, INC.; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) PUBLIC CHARITY; ATLANTICARE FOUNDATION; SCHEDULE A, PART I, LINE 7, INTERNAL REVENUE CODE SECTION 509(a)(1) PUBLIC CHARITY; ATLANTICARE HEALTH ENGAGEMENT, INC.; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(a)(3) PUBLIC CHARITY; ATLANTICARE HEALTH SERVICES, INC.; SCHEDULE A, PART I, LINE 9, INTERNAL REVENUE CODE SECTION 509(a)(2) PUBLIC CHARITY; AND ATLANTICARE REGIONAL HEALTH SERVICES, A NEW JERSEY NONPROFIT CORPORATION; SCHEDULE A, PART I, LINE 11, INTERNAL REVENUE CODE SECTION 509(A)(3) PUBLIC CHARITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1000000 1000000 2000000 3000000 0 0 0 0 250000 250000 500000 750000 false false false false false true false false true false SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ATLANTICARE HEALTH SYSTEM, INC. ("AH SYSTEM"). AH SYSTEM ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ALL AFFILIATES INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. DURING THE YEAR ENDED JUNE 30, 2017, AH SYSTEM PAID $80,000 TO OUTSIDE INDEPENDENT LOBBYING FIRMS TO ENGAGE IN LOBBYING ACTIVITIES PERFORMED ON BEHALF OF AH SYSTEM AND ALL AFFILIATES INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. IN ADDITION, ATLANTICARE REGIONAL MEDICAL CENTER ("ARMC"), A TAX-EXEMPT HOSPITAL WITHIN THE SYSTEM AND AFFILIATE OF AH SYSTEM, IS A MEMBER OF THE NEW JERSEY HOSPITAL ASSOCIATION AND THE AMERICAN HOSPITAL ASSOCIATION WHICH ALL ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. DURING THE YEAR ENDED JUNE 30, 2017, AH SYSTEM PAID THE DUES TO THESE ORGANIZATIONS ON BEHALF OF ARMC, A PORTION OF WHICH HAS BEEN ALLOCATED TO LOBBYING ACTIVITES PERFORMED ON BEHALF OF AH SYSTEM ALL AFFILIATES INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. THIS ALLOCATION AMOUNTED TO $41,993 DURING THE YEAR ENDED JUNE 30, 2017. THE TOTAL AMOUNT OF LOBBYING EXPENDITURES MADE BY AH SYSTEM, $121,993, ON BEHALF OF ALL AFFILIATES INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 IS REPORTED ON AH SYSTEM'S FORM 990 (FEIN: 22-3265213), SCHEDULE C, PART II-B FOR THE YEAR ENDED JUNE 30, 2017. 33885482 3085273 0 8447615 28523140 36406370 0 0 2520888 33885482 30211265 15000000 -20698 8784197 36406370 27823172 14380409 -11000 11981316 30211265 22645492 5695000 56000 573320 27823172 0.07870 0.92130 false false 32649157 32649157 531893368 227433184 304460184 85492 0 85492 375480141 284377816 91102325 53829621 4651426 49178195 477475353 POOLED INVESTMENTS 4557221 F LIMITED USE 27264791 F FUNDS; CURRENT 101363 F OTHER INVESTMENTS 5492705 F BOARD DESIGNATED INVESTMENTS 615326191 F ENDOWNMENT FUND 2133098 F LIMITED USE 12874354 F CURRENT 8047851 F INVESTMENTS IN JOINT VENTURES 3724219 F 679521793 0 SETTLEMENTS 42275215 OTHER LIABILITIES 67878401 ACCRUED INTEREST PAYABLE 606029 ACCRUED RETIREMENT BENEFITS 103909492 214669137 SCHEDULE D, PART V, QUESTION 4 RESTRICTED FUNDS ARE USED TO SUPPORT THE CHARITABLE ACTIVITIES AND PROGRAMS OF THE ORGANIZATION AND ITS AFFILIATES. CENTURY GALA 355382 83878 271504 192410 20500 58594 GOLF OUTING 161710 85756 75954 56328 1162 18464 0 517092 169634 347458 248738 1162 20500 77058 347458 21640 10820 365 true 1.00000 21640 10820 365 11185 10455 NJ true false false false 1.00000 SAMANTHA A KILEY 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 false SAMANTHA A KILEY 0 MANAGING GAMING ACTIVITIES X false true true X true X true X 500. true true true false true true 4709 21697597 14637716 7059881 0.01080 38797 149824122 100154389 49669733 0.07580 43506 171521719 114792105 56729614 0.08660 14 36118 2011519 155759 1855760 0.00280 1 7132661 4613004 2519657 0.00380 4 9712 21559867 3759602 17800265 0.02720 1 823604 42044 781560 0.00120 1 429423 0 429423 0.00070 21 45830 31957074 8570409 23386665 0.03570 21 89336 203478793 123362514 80116279 0.12230 true 25210256 182211 211909088 233000813 -21091725 X true true 2 1 ARMC - MAINLAND CAMPUS 65 W JIMMIE LEEDS ROAD POMONA NJ 08240 WWW.ATLANTICARE.ORG 10101 X X X X X 1 2 ARMC - CITY CAMPUS 1925 PACIFIC AVENUE ATLANTIC CITY NJ 08401 WWW.ATLANTICARE.ORG 10102 X X X X X 1 ARMC 12 false false true X X X X X X X X X 16 true false false true X WWW.ATLANTICARE.ORG/COMMUNITY X X true 16 true WWW.ATLANTICARE.ORG/COMMUNITY false true X 200. 500. X X X X true true X X X true X ATLANTICARE.ORG/PLS X ATLANTICARE.ORG/PLS X ATLANTICARE.ORG/PLS X X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, QUESTION 5 In 2016, AtlantiCare Regional Medical Center conducted its required community health needs assessment ("CHNA") for Atlantic County, New Jersey. In addition to a review of primary and secondary data sources, the assessment ensured that the organization received feedback from community leaders through formal meetings where findings were shared for validation and input. Community resident feedback was also collected through a formal survey and a series of focus groups which were conducted in various locations across our community. Additional efforts were taken to ensure that all members of our community; including minority and underserved members were included as part of these feedback sessions. A follow-up implementation strategy was also drafted in 2016 to document how AtlantiCare was going to meet the community's identified needs. The 2016 CHNA expanded upon themes found in the 2013 assessment. SCHEDULE H, PART V, SECTION B, QUESTIONS 7A & 7D THE ORGANIZATION IS AN AFFILIATE WITHIN ATLANTICARE HEALTH SYSTEM ("ATLANTICARE"); A MEMBER OF GEISNGER HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR ATLANTICARE. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE ATLANTICARE'S WEBSITE: http://www.atlanticarewell4life.org/Healthy-Lifestyles/Community-Needs-Ass essment BOTH OF ATLANTICARE REGIONAL MEDICAL CENTER'S CHNA'S FROM 2013 AND 2016 CAN BE FOUND ON THE ABOVE WEBSITE. SCHEDULE H, PART V, SECTION B, QUESTION 8 In 2016, AtlantiCare Regional Medical Center conducted its required community health needs assessment for Atlantic County, New Jersey. Through the assessment, several needs within the County were identified. As a result AtlantiCare, along with support from its community partners, works to find solutions for those prioritized needs. To date, at least one strategy per prioritized need has been identified and continued implementation and revisions of proposed strategies are ongoing. The newest assessment identified several new priorities for our community. These include safety, drug and alcohol addiction, other mental health needs, and food insecurity. AtlantiCare REGIONAL MEDICAL CENTER is actively seeking out partnerships to better understand the root causes of these social determinants of health. It is also working to identify opportunities and partners to accelerate and support ongoing efforts to make a greater impact and improve the health of our community. SCHEDULE H, PART V, SECTION B, QUESTION 10 THE ORGANIZATION IS AN AFFILIATE WITHIN ATLANTICARE HEALTH SYSTEM ("ATLANTICARE"); A MEMBER OF GEISNGER HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR ATLANTICARE. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN ATLANTICARE'S WEBSITE: http://www.atlanticarewell4life.org/Healthy-Lifestyles/Community-Needs-Ass essment SCHEDULE H, PART V, SECTION B, QUESTION 11 In 2013, AtlantiCare Regional Medical Center conducted its initial required CHNA in collaboration with Bacharach Institute for Rehabilitation, which is also located in Atlantic County, New Jersey. It again assessed the community in 2016, with a report published during 2016. In addition to a review of primary and secondary data sources, AtlantiCare REGIONAL MEDICAL CENTER ensured that feedback from community leaders through formal meetings where findings were shared for validation and input was obtained. Community resident feedback was also collected through a series of focus groups and through the implementation of a resident survey. Additional efforts were taken to ensure that all members of our community; including minority and underserved members, were included as part of these feedback efforts. Community needs that emerged from this assessment were reviewed and were prioritized for greater organizational support in order to address. The 2016 CHNA identified the following needs: community safety, addictions/mental health services, food insecurity/access to healthy foods, and infrastructure support. These have shifted since our previous survey as a result of recent casino closures, the downturn of the housing market, and the lack of available jobs in our local economy. Our community is also facing a significant rise in drug use, specifically opioids, and the crime that corresponds with drug use. An updated implementation strategy has been adopted to share our progress on previously stated needs, and to incorporate our actions to the new needs that have emerged as community priorities. Weaved into our implementation strategy is the understanding that, in order to have a greater impact on our community, more formalized partnerships need to be established with our local social service and government agencies to develop a more comprehensive approach to meeting the stated needs of our community. Hospitals are not required to, nor can they respond to all unmet needs in the community. Any needs not addressed by the approved implementation strategy are either already being addressed by other agencies within the hospital's service area or have been deemed to not be a viable use of existing resources. Unmet needs and the community partners who impact these will continue to be monitored and assessed annually to ensure that AtlantiCare remains agile and responsive to the needs that have the largest impact on the health of our community. SCH H,PART V,SECT B,Q'S 2,3J,6A&B,13B&H,15E,16J,18E,19E,20E,21C&D,23,24 NOT APPLICABLE. SCHEDULE H, PART V, SECTION B, QUESTION 16 THE ORGANIZATION IS AN AFFILIATE WITHIN ATLANTICARE HEALTH SYSTEM ("ATLANTICARE"); A MEMBER OF GEISNGER HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTIONS 16A, 16B AND 16C, IS THE ABBREVIATED WEBSITE FOR ATLANTICARE. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT THE FOLLOWING URL WHICH IS INCLUDED IN ATLANTICARE'S WEBSITE: http://www.atlanticare.org/index.php/financial-assistance-policy 12 ARMC CANCER CAREFACULTY PRACTICE 2500 ENGLISH CREEK AVE BUILDING 40 EGG HARBOR TOWNSHIP NJ 08234 CANCER CARE INSTUTUTE, IMAGING CENTER AND GYNECOLOGY/ONCOLOGY ARMC SATELLITE EMERGENCY DEPARTMENT 219 NORTH WHITE HORSE PIKE HAMMONTON NJ 080372014 SATELLITE EMERGENCY DEPARTMENT ARMC FACULTY PRACTICE 1925 PACIFIC AVENUE ATLANTIC CITY NJ 08401 CARDIAC DIAGNOSTIC, SURGERY GROUP, HOSPITALISTS, PSYCH AND TRAUMA ARMC THE CANCER CARE INSTITUTE 106 COURT HOUSE SOUTH DENNIS RD BL CAPE MAY COURT HOUSE NJ 08210 CANCER CARE INSTITUTE, LAB, PHARMACY, SURGERY CENTER/ONCOLOGY ARMC ADULT PARTIAL CARE SERVICES 400 CHRIS GAUPP DRIVE GALLOWAY NJ 08205 BEHAVIORAL HEALTH CLINIC ATLANTICARE HEALTHPLEX 1401 ATLANTIC AVENUE ATLANTIC CITY NJ 08401 CLINIC, SPECIALTY CARE CLINIC, RADIOLOGY, LAB, SCC, INFECT. DISEASE, POST ACUTE CARE ATLANTICARE PHARMSPECIALTY CARE CLINIC 54 WEST JIMMIE LEEDS ROAD GALLOWAY NJ 082059401 PHARMACY, SPECIALTY CARE CHILD PARTIAL HOSPITALIZATION 6010 BLACK HORSE PIKE EGG HARBOR TOWNSHIP NJ 08234 ADOLESCENT BEHAVIORAL HEALTH ARMC WOUND HEALING CENTER 2500 ENGLISH CREEK AVE BLDG 700 ST EGG HARBOR TOWNSHIP NJ 08234 WOUND CARE ARMC PREADMISSION TESTING 2500 ENGLISH CREEK AVENUE BLDG 20 EGG HARBOR TOWNSHIP NJ 08234 PREADMISSION TESTING ARMC WOUND HEALING CENTER 219 N WHITE HORSE PIKE HAMMONTON NJ 08037 WOUND CARE ATLANTICARE COMMUNITY PHARMACY 65 W JIMMIE LEEDS ROAD POMONA NJ 082409102 PHARMACY SCHEDULE H, PART I In addition to the net community benefit costs incurred by the organization as reported in schedule h, part i, line 7; please refer to Schedule o of this form 990 for the organization's narrative community Benefit statement for additional information on how the organization Promotes health and provides healthcare services to the community Regardless of an individual's ability to pay in furtherance of its Charitable tax exempt purposes. SCHEDULE H, PART I; LINE 3C THE INCOME BASED CRITERIA USED TO DETERMINE ELIGIBILITY IS PER NEW JERSEY ADMINISTRATIVE CODE 10:52 SUB CHAPTERS 11, 12 AND 13, AND BASED UPON THE 2016 POVERTY GUIDELINES (DEPARTMENT OF HEALTH AND SENIOR SERVICES). FEDERAL POVERTY GUIDELINES ARE INCLUDED IN THE CRITERIA FOR DETERMINING ELIGIBILITY FOR CHARITY AND DISCOUNTED CARE. SCHEDULE H, PART I; QUESTION 6A Since 2012, the organization has been participating in a data collection and sharing exercise with the New Jersey Hospital Association ("NJHA") to publicly report community benefits derived from community hospitals and health systems. Atlanticare continues to contribute to this effort by specifically reporting all of its programming and services that are deemed a benefit to our service area. Atlanticare's community benefit information is a part of the aggregate data that is reported annually by NJHA. SCHEDULE H, PART I, QUESTION 7G Subsidized health services include NICU, prenatal, breast health, psychiatric intervention program, HIV counseling and outpatient dialysis. Those programs are identified as needs in the community and are subsidized by external and internal funds. SCHEDULE H, PART I, QUESTION 7 The organization utilized McKessons cost accounting system to estimate costs. SCHEDULE H, PART III, SECTION A; QUESTION 4 Bad debt expense was calculated using the providers' bad debt expense from its audited financial statements, adjusted for self-pay contractual allowances multiplied by its cost to charge ratio. Atlanticare Regional Medical Center is an affiliate within Geisinger health and affiliates; a tax-exempt integrated healthcare delivery system ("system"). Geisinger health and affiliates ("GH") prepare and issue audited consolidated financial statements. The system's allowance for doubtful accounts (bad debt expense) methodology and charity care policies are consistently applied across all hospital affiliates. The attached text was obtained from the footnotes to the audited consolidated financial statements of Geisinger health and affiliates. Charity Care GH provides services to all patients regardless of ability to pay. In accordance with GHs policy, a patient is classified as a charity patient based on income eligibility criteria. GH also provides free care to patients that either do not pursue charity care eligibility or are otherwise determined to be in need. Because GH does not pursue collection of amounts determined to qualify as charity care, they are not reported as revenue. Additionally, GH sponsors other charitable programs that provide substantial benefit to the broader community. Such programs include services to the needy and elderly population requiring special support, various clinical outreach programs, and health education and promotion. Schedule H, Part III, Section B; Question 8 Medicare costs were derived from the Medicare cost report and the cost accounting system. Medicare underpayments and bad debt are community benefit and associated costs are includable on the form 990, schedule H, part I. The organization feels that Medicare underpayments (shortfall) and bad debt are community benefit and associated costs are includable on the form 990, schedule h, part i. As outlined more fully below the organization believes that these services and related costs promote the health of the community as a whole and are rendered in conjunction with the organization's charitable tax-exempt purposes and mission in providing medically necessary healthcare services to all individual's in a non-discriminatory manner without regard to race, color, creed, sex, national origin, religion or ability to pay and consistent with the community benefit standard promulgated by the IRS. The community benefit standard is the current standard for a hospital for recognition as a tax-exempt and charitable organization under internal revenue code ("IRC") 501(c)(3). The organization is recognized as a tax-exempt entity and charitable organization under 501(c)(3) of the IRC. Although there is no definition in the tax code for the term "charitable" a regulation promulgated by the department of the treasury provides some guidance and states that "the term charitable is used in 501(c)(3) in its generally accepted legal sense,provides examples of charitable purposes, including the relief of the poor or unprivileged; the promotion of social welfare; and the advancement of education, religion, and science. Note it does not explicitly address the activities of hospitals. In the absence of explicit statutory or regulatory requirements applying the term "charitable" to hospitals, it has been left to the IRS to determine the criteria hospitals must meet to qualify as IRC 501(c)(3) charitable organizations. The original standard was known as the charity care standard. This standard was replaced by the IRS with the community benefit standard which is the current standard. Charity Care Standard In 1956, the IRS issued revenue ruling 56-185, which addressed the requirements hospitals needed to meet in order to qualify for IRC 501(c)(3) status. One of these requirements is known as the "charity care standard." under the standard, a hospital had to provide, to the extent of its financial ability, free or reduced-cost care to patients unable to pay for it. A hospital that expected full payment did not, according to the ruling, provide charity care based on the fact that some patients ultimately failed to pay. The ruling emphasized that a low level of charity care did not necessarily mean that a hospital had failed to meet the requirement since that level could reflect its financial ability to provide such care. The ruling also noted that publicly supported community hospitals would normally qualify as charitable organizations because they serve the entire community, and a low level of charity care would not affect a hospital's exempt status if it was due to the surrounding community's lack of charitable demands. Community Benefit Standard In 1969, the IRS issued revenue ruling 69-545, which "remove[d]" from revenue ruling 56-185 "the requirements relating to caring for patients without charge or at rates below cost." under the standard developed in revenue ruling 69-545, which is known as the "community benefit standard," hospitals are judged on whether they promote the health of a broad class of individuals in the community. The ruling involved a hospital that only admitted individuals who could pay for the services (by themselves, private insurance, or public programs such as Medicare), but operated a full-time emergency room that was open to everyone. The IRS ruled that the hospital qualified as a charitable organization because it promoted the health of people in its community. The IRS reasoned that because the promotion of health was a charitable purpose according to the general law of charity, it fell within the "generally accepted legal sense" of the term "charitable," as required by treas. Reg. 1.501(c)(3)-1(d)(2). The IRS ruling stated that the promotion of health, like the relief of poverty and the advancement of education and religion, is one of the purposes in the general law of charity that is deemed beneficial to the community as a whole even though the class of beneficiaries eligible to receive a direct benefit from its activities does not include all members of the community, such as indigent members of the community, provided that the class is not so small that its relief is not of benefit to the community. The IRS concluded that the hospital was "promoting the health of a class of persons that is broad enough to benefit the community" because its emergency room was open to all and it provided care to everyone who could pay, whether directly or through third-party reimbursement. Other characteristics of the hospital that the IRS highlighted included the following: its surplus funds were used to improve patient care, expand hospital facilities, and advance medical training, education, and research; it was controlled by a board of trustees that consisted of independent civic leaders; and hospital medical staff privileges were available to all qualified physicians. Medicare underpayments and bad debt are community benefit and associated costs are includable on the form 990, schedule H, part I. The American Hospital Association ("AHA") believes that Medicare underpayments (shortfall) and bad debt are community benefit and thus includable on the form 990, schedule h, part i. This organization agrees with the AHA position. As outlined in the aha letter to the IRS dated August 21, 2007 with respect to the first published draft of the new form 990 and schedule h, the AHA felt that the IRS should incorporate the full value of the community benefit that hospitals provide by counting Medicare underpayments (shortfall) as quantifiable community benefit for the following reasons: - providing care for the elderly and serving Medicare patients is an essential part of the community benefit standard. - Medicare, like Medicaid, does not pay the full cost of care. Recently, Medicare reimburses hospitals only 92 cents for every dollar they spend to take care of Medicare patients. The Medicare Payment Advisory Commission ("MEDPAC") in its March 2007 report to congress cautioned that underpayment will get even worse, with margins reaching a 10-year low at negative 5.4 percent. - Many Medicare beneficiaries, like their Medicaid counterparts, are financially disadvantaged. More than 46 percent of Medicare spending is for beneficiaries whose income is below 200 percent of the federal poverty level. Many of those Medicare beneficiaries are also eligible for Medicaid -- referred to as eligibles." There is every compelling public policy reason to treat Medicare and Medicaid underpayments similarly for purposes of a hospital's community benefit and include these costs on the form 990, schedule H, part I. Medicare underpayment must be shouldered by the hospital in order to continue treating the community's elderly and poor. These underpayments represent a real cost of serving the community and should count as a quantifiable community benefit. Both the AHA and this organization also feel that patient bad debt is a community benefit and thus includable on the form 990, schedule H, part I. Like Medicare underpayment (shortfalls), there also are compelling reasons that patient bad debt should be counted as quantifiable community benefit as follows: - A significant majority of bad debt is attributable to low-income patients, who, for many reasons, decline to complete the forms required to establish eligibility for hospitals' charity care or financial assistance programs. A 2006 congressional budget office ("CBO") report, nonprofit hospitals and the provision of community benefits, cited two studies indicating that "the great majority of bad debt was attributable to patients with incomes below 200% of the federal poverty line." - The report also noted that a substantial portion of bad debt is pending charity care. Unlike bad debt in other industries, hospital bad debt is complicated by the fact that hospitals follow their mission to the community and treat every patient that comes through their emergency department, regardless of ability to pay. Patients who have outstanding bills are not turned away, unlike other industries. Bad debt is further complicated by the auditing industry's standards on reporting charity care. Many patients cannot or do not provide the necessary, extensive documentation required to be deemed charity care by auditors. As a result, roughly 40% of bad debt is pending charity care. - The CBO concluded that its findings "support the validity of the use of uncompensated care [bad debt and charity care] as a measure of community benefits" ass Schedule H, Part III, Section B; Question 9b Patients receive a statement after receiving services. If contacting the organization regarding their inability to pay, patients immediately will be referred to an internal financial assistance counselor. This individual will screen the patient to determine if the patient is eligible for charity care or the state Medicaid program. Schedule H, Part VI; Question 2 In addition to the internal revenue code section 501(r) community health needs assessment information outlined in the form 990, schedule h, part v, section b, Atlanticare Regional Medical Center participates in a county wide community needs assessment in conjunction with the Atlantic County Division of Public Health which occurs on a regularly scheduled basis. The County Public Health Department also regularly conducts the Youth Behavioral Risk Factor Surveillance Survey. This data aids AtlantiCare in predicting future health issues and behaviors that our providers will need to address. Schedule H, Part VI; Question 3 All patients are informed regarding the availability of charity care. This is accomplished through posted signs and written notices provided at the time of registration in both English and Spanish in the emergency department and admissions areas. Atlanticare Regional Medical Center will assist any patient interested in applying by placing them in contact with the appropriate personnel in the company's registration or business office. Schedule H, Part VI; Question 4 Atlanticare Regional Medical Center provides urgent and emergent healthcare services to all individuals and also provides elective procedures to approximately 430,000 members in the south jersey community in a non-discriminatory manner regardless of medical condition, race, creed, age, sex, lifestyle or ability to pay. The primary service areas are Atlantic County (comprised of 16 zip codes in central and eastern Atlantic County) and southern ocean county (Tuckerton zip code only). The regional service is comprised of Atlantic County RSA (remaining zip codes), Cape May County RSA and Southern Ocean County RSA (Long Beach Island, Manahawkin and West Creek). Schedule H, Part VI; Question 5 Atlanticare Health System, Inc. ("AH system") is a tax-exempt organization located in Atlantic City, New Jersey. It is an affiliate member of the Geisinger Health and affiliates, having joined the enterprise in October of 2015. Ah system is the sole corporate member of various healthcare related organizations, the majority of which are tax-exempt entities (collectively "Atlanticare"). Please refer to form 990, schedule o, which contains the AH system's community benefit statement and summary of all entities which comprise Atlanticare for further information on how the organization's hospitals and other healthcare facilities further Atlanticare's charitable tax-exempt purposes by promoting the health of the community and meet the criteria outlined in revenue ruling 69-545. Schedule H, Part VI; Question 6 Atlanticare Health System, Inc. ("AH system") is a tax-exempt organization located in Atlantic City, New Jersey. It is an affiliate member of the Geisinger health and affiliates, having joined the enterprise October of 2015. AH system is the sole corporate member of various healthcare related organizations, the majority of which are tax-exempt entities (collectively "Atlanticare"). Please refer to form 990, schedule o, which contains the organization's community benefit statement. The following are the not for-profit Atlanticare Healthcare System, Inc. entities. Atlanticare Health System, Inc. =============================== Atlanticare Health System, Inc. ("AH system") is the tax-exempt parent of the Atlanticare Health System, Inc. and affiliates system ("system"). This integrated healthcare delivery system consists of a group of affiliated healthcare organizations. The sole member or stockholder of each entity is either AH system or another system affiliate controlled by AH system. System is an integrated network of healthcare providers throughout the state of New Jersey. Atlanticare Health System, Inc. Is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a supporting organization pursuant to internal revenue code 509(a)(3). AH system ensures that its system provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin of ability to pay. No individuals are denied necessary medical care, treatment or services. AH system is the sole corporate member of Atlanticare regional medical center ("AMRC"); a hospital providing comprehensive inpatient, outpatient and emergency services. ARMC operates consistently with the following criteria outlined in IRS revenue ruling 69-545: 1. Provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2. Operates an active emergency department for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. Maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of it rests with its board of trustees and the board of trustees of Atlanticare Health System, Inc. Both boards are comprised of independent civic leaders and other prominent members of the community; and 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. Atlanticare Regional Medical Center =================================== Atlanticare regional medical center ("ARMC") is a 593-bed non-profit acute care medical center located in Atlantic City, Atlantic county, New Jersey. ARMC is recognized by the Internal Revenue Service as an internal revenue code section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, AMRC provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin or ability to pay. Moreover, ARMC operates consistently with the criteria outlined in IRS revenue ruling 69-545. Atlanticare Regional Health Services, a New Jersey nonprofit corporation ======================================================================== Atlanticare Regional Health Services, a New Jersey nonprofit organization is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). Atlanticare Behavioral Health, Inc. =================================== Atlanticare Behavioral Health, Inc. Is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(1). The organization 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. Atlanticare Behavioral Health, Inc. manages a 34-bed acute care psychiatric facility in Atlantic County, New Jersey and operates 26 locations throughout the region. The organization provides inpatient, partial hospitalization, and intensive outpatient programs for adults and older adults diagnosed with psychiatric and dual disorders. Atlanticare Behavioral Health, Inc. Is accredited by the Joint Commission on Accreditation for Healthcare Organizations. Atlanticare Foundation ====================== Atlanticare Foundation, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(1). Through fundraising activities the organization supports the charitable purposes, programs and services of Atlanticare Regional Medical Center; a related internal revenue code 501(c)(3) tax-exempt organization, 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. Atlanticare Health Engagement, Inc. =================================== Atlanticare Health Engagement, Inc. Is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3). The organization supports and deploys health status improvement initiatives and strategies related to population health for the community it serves. Atlanticare Health Services, Inc. ================================= Atlanticare Health Services, Inc. is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(2). The organization is primarily an ambulatory care network that reaches beyond Atlanticare Regional Medical Center to address the health and wellness needs for the regions residents throughout all stages of life. Atlanticare Physician Group, P.A. ================================= Atlanticare Physician Group, P.A. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization provides services outside of the hospital atmosphere to specialize in preventive care and in diagnosing and treating various illnesses. The following are the for profit Atlanticare Healthcare System, Inc. entities: Atlanticare Assurance Alliance, Inc. ==================================== A for-profit entity whose sole shareholder is AH system. The organization provides benefits related to malpractice liability insurance to its members. Atlanticare Health Solutions, Inc. ================================== A for-profit entity whose sole shareholder is AH system. The entity is an accountable care organization for Atlanticare Health System. Atlanticare Surgery Center, l.l.c. ================================= A limited liability company taxed as a partnership located in Egg Harbor Township, Atlantic County, New Jersey. The organization provides healthcare services to individuals. Cooperative Healthcare Services of South Jersey, L.L.C. ======================================================= A limited liability company taxed as a partnership owned by Atlanticare Health System, Inc. The organization provides healthcare services to individuals. English Creek Assurance, LTD. ============================= A controlled foreign corporation by Atlanticare Health System, Inc. The organization was formed and operates solely in Bermuda. South Jersey Oncology Properties, L.L.C. ======================================== A limited liability company taxed as a partnership with a percentage owned by Atlanticare Health Services, Inc. The organization provides healthcare services to individuals. Schedule H, Part III, Section B; Question 7 Not applicable. The entity and related provider organizations are located in New Jersey. No community benefit report is filed with the state of New Jersey. true ATLANTICARE REGIONAL MEDICAL CENTER 1925 PACIFIC AVENUE ATLANTIC CITY NJ 08401 210634549 501(C)(3) 53070 PROGRAM SUPPORT ATLANTICARE FOUNDATION 2500 ENGLISH CREEK AVE EGG HARBOR TWP NJ 08234 222148992 501(C)(3) 500000 PROGRAM SUPPORT 2 0 SCHEDULE I, PART I; QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X true true X X X X X true true false false false false false true false BLAIR A BERGEN MD TRUSTEE 0 340967 0 238156 0 21912 0 14496 0 18042 0 633573 0 0 JOHN B BULGER DO MBA TRUSTEE 0 393812 0 152469 0 38718 0 19110 0 26225 0 630334 0 0 MOHAMED H ELNAHAL MD TRUSTEE 0 410905 0 98442 0 2575 0 14094 0 24044 0 550060 0 0 LORI S HERNDON TRUSTEE-ARMC PRES/CEO-EVP SYS 566117 0 240912 0 261267 0 18067 0 19139 0 1105502 0 105480 0 EDELYN L MILLER TRUSTEE 0 698147 0 303706 0 227896 0 220308 0 17951 0 1468008 0 180093 MARGARET A BELFIELD TRUSTEE - EVP & COO 385569 0 147401 0 71209 0 53745 0 19618 0 677542 0 0 0 ALEXANDER ONOPCHENKO MD TRUSTEE 0 428968 0 500 0 21018 0 15481 0 6519 0 472486 0 0 DAVID P TILTON TRUSTEE-PRES/CEO(TERM 7/2/16) 0 984528 0 1232360 0 1810976 0 35386 0 13276 0 4076526 0 703851 RICHARD D LOVERING TRST-VICE CHAIR/SVP ADMIN CHRO 0 322445 0 133100 0 67236 0 60353 0 27615 0 610749 0 0 WALTER A GREINER TRUSTEE - TREASURER/SVP & CFO 0 375249 0 185955 0 155831 0 49032 0 19772 0 785839 0 53354 DOMINIC S MOFFA EXECUTIVE VP (TERMED 9/3/16) 0 461087 0 276701 0 866958 0 168328 0 38610 0 1811684 0 321223 DONNA MICHAEL-ZIEREIS ESQ VP GENERAL COUNSEL/ASST. SEC. 0 272661 0 117600 0 25118 0 40304 0 32979 0 488662 0 0 CHRISTOPHER A SCANZERA VP & CHIEF INFORMATION OFFICER 0 313766 0 128702 0 24503 0 41137 0 17631 0 525739 0 0 MARILOUISE VENDITTI MD CHIEF MEDICAL OFFICER 0 372355 0 152595 0 48052 0 51807 0 18606 0 643415 0 0 JOAN MARY BRENNAN SR VP QUALITY & PERFORM EXCEL 222877 0 110767 0 94762 0 41354 0 28373 0 498133 0 24120 0 TERRI LU SCHIEDER VP POPULATION HEALTH & BUS DEV 318367 0 131607 0 278184 0 43386 0 28655 0 800199 0 203165 0 CHARISSE FIZER VP CLINICAL OPS & AMB SERVICES 257020 0 126031 0 169627 0 37499 0 11486 0 601663 0 133272 0 ROBERTA O BEGLEY VP NURSING/CNO 267469 0 122012 0 71161 0 41616 0 22609 0 524867 0 0 0 HAK J KIM VP FINANCIAL PLANNING 0 214473 0 95195 0 16197 0 36024 0 24692 0 386581 0 0 JOSEPH J MCCARTHY CPA VP FINANCIAL OPERATIONS 0 175311 0 59245 0 63604 0 33031 0 27193 0 358384 0 15833 BARBARA YOUNG CORP. DIRECTOR SUPPLY CHAIN 132675 0 21684 0 702 0 8344 0 24908 0 188313 0 0 0 JATIN MOTIWAL VP PHYSICIAN PRACTICE ADMIN 274691 0 116087 0 38326 0 39090 0 17189 0 485383 0 0 0 JULIA DREW EXECUTIVE DIRECTOR 145459 0 26905 0 1387 0 9792 0 8393 0 191936 0 0 0 MICHAEL J SAYNISCH SENIOR DIRECTOR 115859 0 21066 0 1997 0 9092 0 23496 0 171510 0 0 0 SAMANTHA A KILEY EXECUTIVE DIRECTOR 124400 0 23488 0 163 0 8440 0 27922 0 184413 0 0 0 STEVEN M BLUMBERG SVP/EXEC. DIR. (TERM 11/12/16) 280497 0 178778 0 83559 0 14987 0 25339 0 583160 0 0 0 RAYMOND C TALUCCI MD PHYSICIAN 427072 0 58104 0 18382 0 15501 0 9797 0 528856 0 0 0 FRANCIS DEANGELO MD PHYSICIAN 396580 0 101775 0 4356 0 15484 0 6110 0 524305 0 0 0 PETER N THOMPSON MD PHYSICIAN 383150 0 82250 0 26626 0 15371 0 22481 0 529878 0 0 0 AYOOLA O ALI MD PHYSICIAN 388264 0 81650 0 18990 0 15269 0 27206 0 531379 0 0 0 JAMES EAKINS MD PHYSICIAN 322208 0 39469 0 747 0 15219 0 19413 0 397056 0 0 0 JAMES P NOLAN JR CPA FORMER OFFICER 0 238561 0 387718 0 653980 0 14566 0 4470 0 1299295 0 107359 RENE A ZANELOTTI-BUNTING FORMER OFFICER 0 121075 0 138645 0 269285 0 13436 0 3273 0 545714 0 17758 IRA R PEEZICK FORMER OFFICER 0 83467 0 108214 0 256362 0 12694 0 198 0 460935 0 31140 GLENN ANN STOLL FORMER OFFICER 130637 0 19611 0 259 0 8540 0 13854 0 172901 0 0 0 SCHEDULE J, PART I; QUESTION 1A THE ORGANIZATION PAID FOR FINANCIAL/TAX PLANNING SERVICES FOR CERTAIN EMPLOYEES. THE FINANCIAL/TAX PLANNING SERVICES AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S RESPECTIVE 2016 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: LORI S. HERNDON, $1,500; MARGARET A. BELFIELD, $1,500; JOAN MARY BRENNAN, $1,500; TERRI LU SCHIEDER, $1,500; ROBERTA O. BEGLEY, $1,500 AND JATIN MOTIWAL, $1,500. SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2016 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: DAVID P. TILTON, $392,293; STEVEN M. BLUMBERG, $43,882; JAMES P. NOLAN, JR., CPA, $464,119; RENE A. ZANELOTTI-BUNTING, $210,648 AND IRA R. PEEZICK, $220,476. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: EDELYN L. MILLER, $180,093; DAVID P. TILTON, $728,642; DOMINIC S. MOFFA, $629,042; WALTER A. GREINER, $36,824; JOAN MARY BRENNAN, $24,120; ROBERTA O. BEGLEY, $28,501; TERRI LU SCHIEDER, $251,851; CHARISSE FIZER, $133,272; JOSEPH J. MCCARTHY, CPA, $32,589; RENE A. ZANELOTTI-BUNTING, $23,598 AND IRA R. PEEZICK, $31,140. THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN WHICH ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LORI S. HERNDON, $208,977; DAVID P. TILTON, $470,592; DOMINIC S. MOFFA, $122,010; MARGARET A. BELFIELD, $24,255; WALTER A. GREINER, $62,975; RICHARD D. LOVERING, $38,325; JOAN MARY BRENNAN, $28,350 AND JAMES P. NOLAN, JR., CPA, $140,116. THE DEFERRED COMPENSATION AMOUNT IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: EDELYN L. MILLER, $201,198; MARGARET A. BELFIELD, $38,500; WALTER A. GREINER, $33,647; DOMINIC S. MOFFA, $132,000; RICHARD D. LOVERING, $45,385; JOAN MARY BRENNAN, $25,000; MARILOUISE VENDITTI, M.D., $35,417; ROBERTA O. BEGLEY, $25,250; TERRI LU SCHIEDER, $26,113; CHRISTOPHER A. SCANZERA, $27,098; DONNA MICHAEL-ZIEREIS, ESQ., $25,000; HAK J. KIM, $18,750; JOSEPH J. MCCARTHY, CPA, $16,308; CHARISSE FIZER, $23,479 AND JATIN MOTIWAL, $23,740. SCHEDULE J, PART I; QUESTION 7 AND CORE FORM, PART VII CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2016 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) BECAUSE THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS FOLLOWS: EDELYN L. MILLER, $180,093; DAVID P. TILTON, $345,101; DOMINIC S. MOFFA, $236,730; WALTER A. GREINER, $31,794; JOAN MARY BRENNAN, $24,120; TERRI LU SCHIEDER, $203,165; CHARISSE FIZER, $133,272; JOSEPH J. MCCARTHY, CPA, $15,833; RENE A. ZANELOTTI-BUNTING, $17,758 AND IRA R. PEEZICK, $31,140. THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN BECAUSE THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS FOLLOWS: LORI S. HERNDON, $105,480; DAVID P. TILTON, $358,750; DOMINIC S. MOFFA, $84,493; WALTER A. GREINER, $21,560 AND JAMES P. NOLAN, JR., CPA, $107,359. DAVID D WOODARD FAMILY MEMBER OF TRUSTEE 12115 ATLANTICARE REG MC EMPLOYEE false IVENNY D LOPEZ FAMILY MEMBER OF TRUSTEE 21665 ATLANTICARE REG MC EMPLOYEE false X RECEPTION AND DINNER 1 20440 FMV X GOLF FOURESOME 1 5000 FMV X GALA ENTERTAINMENT 1 13335 FMV false true true SCHEDULE M, PART I; QUESTION 32A THE ORGANIZATION HIRES INDEPENDENT THIRD-PARTIES TO SELL NON-CASH CONTRIBUTIONS IT RECEIVES; IF THE ORGANIZATION DECIDES NOT TO RETAIN THE ITEM(S). THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS AtlantiCare Health System, Inc. Feid: 22-3265213 AtlantiCare Health System, Inc. ("System") is a TAX-EXEMPT organization located in Atlantic City, New Jersey. It is an affiliate member of the Geisinger Health AND AFFILIATES, having joined the enterprise in October of 2015. The System is the sole corporate member of various healthcare related organizations, the majority of which are tax-exempt entities (collectively "AtlantiCare"). The System provides leadership, managerial and support services to a number of affiliated healthcare related organizations. The internal revenue service has recognized the System as being a tax-exempt organization under internal revenue code ("IRC") code 501(c)(3). System and affiliates ("AtlantiCare") is part of an integrated healthcare delivery system dedicated to transforming healthcare at the regional level by providing high quality health and wellness services. AtlantiCare includes the System, AtlantiCare Regional Medical Center ("ARMCformerly the Atlantic City Medical Center), AtlantiCare Behavioral Health ("ABH"), AtlantiCare Foundation ("Foundation"), AtlantiCare Health Services ("Services"), AtlantiCare Health Solutions ("Health Solutions") and Atlanticare Health Engagement ("Engagement"). Additionally, other AtlantiCare divisions participate in other healthcare related activities in collaboration with other members of the community. The region's largest healthcare organization and largest non-casino employer, AtlantiCare's nearly 5,000 employees serve the community in more than 80 locations. AtlantiCare and its affiliated organizations are governed by more than 50 volunteer community leaders who dedicate considerable time and energy toward the ultimate achievement of AtlantiCare's mission, vision and values: Mission statement ================= We make a difference in health and healing, one person at a time, through trusting relationships. Vision ====== AtlantiCare builds healthy communities. Values ====== AtlantiCare stresses the following values: Integrity ========= Actions and decisions consistently reflect the highest ethical standards. AtlantiCare operates on the basis of openness, to nurture an environment of honesty and trust. Respect ======= Each individual is treated with dignity and compassion. Creativity is encouraged. Each individual is equally important in a unique way. Safety ====== Safety of patients and staff is our top priority. AtlantiCare continues to apply new learning in quality improvement and safety management to all aspects of our care environment. Service ======= Customer commitments are built upon the philosophy that quality, service, and kindness will ensure loyalty. Service is defined and measured by our customers. AtlantiCare's goal is to exceed their expectations. Teamwork ======== To achieve the greatest success, collaboration and open communication are essential. Charitable purpose ================== AtlantiCares primary service offering of healthcare delivery, integrated with the complementary and strategic service offerings of health information and health engagement, focuses on delivering quality and value at every stage of health: healthy, at-risk or with acute or chronic illness. We are deeply committed to providing healthcare services to all individuals who reside in our primary and regional service areas in a non-discriminatory manner regardless of medical condition, race, color, creed, sex, national origin, handicap, age, lifestyle, financial status or ability to pay. ARMC is one of two "safety net" hospitals in southern New Jersey providing approximately $22 million in charity care, at cost, which represents approximately 90% of the charity care provided in Atlantic County. Within the region, AtlantiCare provides more charity care than the 7 closest hospitals combined. To further ensure that our community's healthcare needs are meet, AtlantiCare also provides free care to patients that do not meet the state eligibility requirements for charity care designation or who are not compliant in pursuing eligibility status. While the above statistics alone differentiate AtlantiCare's commitment to the community it serves, it recognizes that health and the assurance of good health are truly cultivated beyond the walls of its clinical settings. As such, AtlantiCare has established itself within its service area as a collaborator and partner to agencies and services that improve the quality of life for our area residents. AtlantiCare sponsors many charitable agencies and their programs, which provide substantial benefit and close evident service gaps. These programs include services for older adults, community outreach programs for at-risk populations, support initiatives for the continued healing of patients and their caregivers post discharge, in addition to health promotion and disease prevention campaigns to improve overall health and well-being. Examples include AtlantiCare's support of the United Way of Greater Philadelphia and Southern New Jersey, which through the generosity of AtlantiCare employees raised approximately $125,000 and its employee-led fundraising efforts to support the American Heart Association raised approximately $36,000. Additional community agencies which AtlantiCare and its employees have supported include, but not limited to, the Big Brothers & Big Sisters, Jewish Family Services, Ruth Newman Shapiro Heart & Cancer Memorial Fund, Shirley Mae Breast Cancer Assistance Fund, Gilda's Club of South Jersey, March of Dimes, and Juvenile Diabetes Research Fund. AtlantiCare hosts and supports various professional and higher educational programs and strongly believes in investing in the individuals who one day will become healthcare professionals. Employees participate in job shadow days and conduct career presentations and skills fairs at local schools. In addition, AtlantiCare offers scholarships and other forms of support to local students who wish to pursue nursing and allied health degrees and sponsors technical honor societies. AtlantiCare also created the AtlantiCare Scholars program, which assisted people in developing new skills by extending scholarships to displaced casino workers who lost their job as a result of casino closures in Atlantic City. This program was launched in May 2015. To date, AtlantiCare has received over 100 applicants, 28 of which received scholarships to the local community college. A number of these 28 have completed class and have already been hired while many more are still continuing with their education. Various community events and activities are offered by AtlantiCare. These community events are promoted in a variety of ways including via social media, the AtlantiCare website, word of mouth, and distributed at community events. Examples of events include: - Cancer Survivors Day. - Diabetes, Breast Cancer, and Stroke Support Groups. - Weight loss surgery seminars & support groups. - First aid and CPR courses. - Healthy baby classes such as prenatal and breastfeeding classes. - Healthy cooking demonstrations. - Senior University, an educational lecture series for older adults. In 2016, AtlantiCare added a new community education program entitled, Matter of Balance, which is an evidenced based 8-week structured group education class, that emphasizes practical strategies to reduce the fear of falling and aims to increase activity levels in older adults. The class is conducted by AtlantiCare wellness specialists who have received a Matter of Balance Coach certification. Instructors also teach a one hour "Fall Prevention Basics" class. In 2017, 428 older adults were educated and trained in fall prevention techniques, a significant increase over the 104 individuals trained in 2016, and our goal is to continue to increase the number of individuals educated on fall prevention. In addition to educational events, AtlantiCare brings health and wellness services to the community through risk based screenings (for example, blood pressure, body mass index, and cholesterol). Specially trained nurses and health care professionals provide screenings in an effort to detect health conditions early when they are easier to treat, educate participants about healthy lifestyle behaviors, and to refer individuals to needed programs and support services. In addition to screenings, AtlantiCare conducts educational lectures, health fairs, cooking demonstration and other health events at a variety of venues, including senior centers, faith based organizations, municipalities, and other community settings where individuals gather together. From July 2016 through June 2017, AtlantiCare attended 149 community events and conducted 537 wellness screenings. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Furthermore, AtlantiCare embraces its strategic commitment to diversity and inclusion. We have positioned diversity as a strategic business priority that aligns with our overall vision, mission and values. At the heart of our diversity and inclusion efforts, are our dedicated and engaged Employee Resource Groups ("ERGs"). These groups of physicians and staff help us with cultural and community awareness activities, education, and community outreach, thus impacting employee engagement, customer experiences, and community connectivity. The groups are formed around common interests but are open to all employees. The groups continue to experience membership growth from 33 members in 2010, to 223 active members in 2017. Current groups include: African-American ("LEGACY"), Asian-Pacific ("APEG"), Disabilities ("CAARE"), Interfaith ("PATHS"), Latino ("ALMA"), LGBTQ ("PRIDE"), Military ("HONORS"), and Women ("LEADS"). Examples of some ERG activities include: - Annual "Strength In Diversity" event which is open to students, employees and community members; and - Nutrition education program to over 400 students in the community to commemorate National Nutrition Month. Through fundraising activities, our ERGs are able to provide financial and in-kind support to community programs and organizations. In 2016, our ERGs donated $9,400 in financial support to various community organizations. Additionally, they supported various community organizations through participation in walks, health and career fairs, as well as other in-kind donations. Lastly, AtlantiCare operates three signature community programs whose sole focus is to improve the health and well-being of our community. These innovative programs are Healthy Schools, Healthy Children; Growing Green, and Healing Arts. Healthy Schools, Healthy Children partners with over 100 schools in a variety of different modalities to teach children, parents, and staff about the importance of healthy eating and physical activity. Signature components of this program are the school nurse lecture series and professional development workshops that provide education and resources to school personnel. The AtlantiCare Growing Green program addresses the root causes of chronic disease by increasing consumption of healthy foods through the creation of access points for fresh, local produce. This program has funded the construction of 42 school gardens and 19 community gardens in Southeastern New Jersey. In 2017, AtlantiCare Growing Green expanded its program and established the Pantry at the Plex, a healthful food pantry which services our patients in greatest need, who are deemed food insecure at our William L. Gormley HealthPlex in Atlantic City. In just one year alone, the pantry has provided 32,905 pounds of shelf stable food to our community, as well as 34,016 pounds of produce. The Pantry has been visited 1038 times by 458 unique patients which allows for 714 adults and 217 to be fed. In addition, we hosted 14 "Pop Up" Produce Markets in 2017, which provided free fruits and vegetables to an estimated 2,590 individuals and families. These two aforementioned programs have collectively impacted well over 10,000 lives. Healing Arts is a unique initiative designed to showcase original artwork. By integrating the arts within and near our facilities, we visibly demonstrate our intent to create a healing presence in our community. These programs allow us to serve distinct audiences: children and their caretakers, those with limited access to healthy foods, and those seeking respite and healing, respectively. Non grant funded staffing costs to support screening outreach and the aforementioned signature programs from July 2016 to June 2017 totaled approximately $243,080.61 AtlantiCare is proud to have received the following awards and recognitions ---------------------------------------------------------------- - U.S. News & World Report recognizes AtlantiCare Regional Medical Center as one of the best hospitals in 16 specialties for 2015-16. - Baby-Friendly USA. Inc., recognizes The Roger B. Hansen Center for Childbirth at ARMC Mainland Campus as a Baby-Friendly Designated birth facility. - Human Rights Foundation recognizes AtlantiCare as a "Leader in LGBT Healthcare Equality" through its Health Care Equality Index ("HEI") 2016, 2015, 2014, 2013 and 2012. - American Heart Association recognizes AtlantiCare as a Platinum-Level Fit-Friendly Worksite 2016. - American Heart Association recognizes AtlantiCare as a Bronze level for the Workplace Health Achievement Index -2017. - AtlantiCare earned CEO Cancer Gold Standard Accreditation for workplace wellness 2017. - New Jersey Business and Industry Association recognizes AtlantiCare with its Outstanding Employer Award 2014. - Named in HealthGrades as one of America's Best 100 Hospitals for cardiac care (2014-2017), joint replacement (2015), and orthopedic surgery (2015). - ARMC joint commission's named a top performer on key quality measures - 2013. - ARMC Mainland ICU received the silver Beacon Award for critical care nursing excellence - 2013. - ARMC earned reaccreditation by the American Society for Metabolic and Bariatric Surgery ("ASMBS") as a Bariatric Surgery Center of Excellence ("BSCOE") - 2013. - AtlantiCare PRIDE employee resource group achieved "leader in LGBT healthcare equality" status in the Healthcare Equality Index ("HEI") for the second consecutive year - 2012-2017. - AtlantiCare Homecare named one of the "top 100" home care agencies in the nation by Homecare Elite - 2013-2016. - AtlantiCares Center for Childbirth earned Baby Friendly designation for highest quality care of infants. - Apex Quality Award Surgery Center Cape May Court House. In addition, AtlantiCare provides a significant positive economic contribution to the community. AtlantiCare directly impacts the community in a positive manner by virtue of employing close to 6,000 area residents. AtlantiCare supports the local business community by purchasing goods and services from many local area businesses as well as participating in community based organizations as volunteers or board members. AtlantiCare Regional Medical Center Feid: 21-0634549 Background ========== ARMC is a 593-bed, not-for-profit hospital that was founded in 1898 as a ten-bed facility in a converted home on Ohio Avenue in Atlantic City. The internal revenue service has recognized ARMC as being a tax-exempt organization under IRC code 501(c)(3). ARMC operates consistently with the following criteria outlined in IRS revenue ruling 69-545: ARMC provides urgent and emergent healthcare services to all individuals and also provides elective procedures to individuals who reside in our primary service area in a non-discriminatory manner regardless of medical condition, race, color, creed, sex, national origins, handicap, age, lifestyle, financial status or ability to pay. ARMC operates three active emergency rooms for all persons; which are open 24 hours a day, 7 days a week, 365 days per year; ARMC maintains an open medical staff, with privileges available to all qualified physicians; Control of ARMC rests with its board of trustees; which is comprised of independent civic leaders and other prominent members of the community; and Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. The operations of ARMC, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the use and control of ARMC is for the benefit of the public and that no part of the income or net earnings of the organization inures to the benefit of any private individual nor is any private interest being served other than incidentally. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ARMC's City Campus is located in Atlantic City where the hospital was founded, and is a busy metropolitan hospital serving a growing resident population and more than 35 million tourists each year. ARMC's Mainland Campus, which opened in 1975, is located in Galloway, New Jersey, one of the state's fastest growing residential and commercial areas. ARMC also has a satellite emergency department in Hammonton, NJ. ARMC offers a number of outpatient services spread out over 90 locations. One of these locations, the AtlantiCare HealthPlex, which is located in Atlantic City, offers services regardless of the ability to pay. ARMC is a teaching hospital, training residents in a number of specialties. ARMC is home to many centers of excellence and specialized services, several of which are exclusive to the region. - Level II Regional Trauma Center. - Neonatal Intensive Care Unit ("NICU"). - Accredited Chest Pain Center. - Accredited Stroke Center. - Heart Institute - the region's only full service cardiac surgery program. - The Joint Institute. - Stanley M. Grossman Pediatric Center. - The Cancer Care Institute. - Center for Surgical Weight Loss and Wellness. - Roger B. Hansen Center for Childbirth. - Psychiatric Unit and Crisis Intervention Program. - Special Care Center. - T.E.A.M. Diabetes. - Wound Care Center. ARMC is proud of its affiliations with renowned healthcare organizations including but not limited to Rothman Institute; Thomas Jefferson University Hospital; The Children's Hospital of Philadelphia; and Fox Chase Cancer Center. Mission, Vision and Values ========================== Mission Statement ================= To care for the sick, injured and poor in an environment where patients, their families and physicians are extended a superior level of personal service; where quality improves in measurable terms; in an environment which respects the dignity of the patient, family and all on the healthcare team. Vision ====== ARMC will be the premier healthcare provider in New Jersey. We will achieve and sustain excellence in quality of care and personal service through total conformance to customer's expectations while providing an outstanding work environment. Charitable purpose ================== ARMC provides urgent and emergent healthcare services to all individuals and also provides elective procedures to individuals who reside in our primary service area in a non-discriminatory manner regardless of medical condition, race, color, creed, sex, national origins, handicap, age, lifestyle, financial status or ability to pay. Moreover, ARMC provides healthcare services to patients who meet certain criteria defined by the New Jersey department of health and human services without charge or at amounts less than established rates. The cost of providing these services and supplies to patients who meet the state-mandated charity care eligibility requirements approximated $22 million and $13 million for the calendar year 2017 and the year January 1, 2016 through June 30, 2016, respectively. The significant reduction in the cost of providing charity care is the result of ARMC's efforts in assisting patients to enroll in the State Medicaid Program. The estimated unreimbursed cost of providing care to Medicaid patients was $50 million and $19 million for calendar year 2017 and the year January 1, 2016 through June 30, 2016, respectively. Because ARMC does not pursue collections of amounts determined to qualify as charity care, they are not reported as revenue. ARMC also provides free care to patients who do not meet the state eligibility requirements or are not compliant in pursuing eligibility status. Such amounts are included in the consolidated statements of operations and changes in net assets as part of the provision for uncollectibles, net of any recoveries realized through collection efforts. ARMC has also instituted a self-pay discount policy that limits charges for medical services to an amount not to exceed the lesser of the calculated amounts generally billed under IRC 501(r)(5) or 115% of the applicable Medicare reimbursement rate for all qualified uninsured patients who are not eligible for existing state, federal and local programs. Additionally, the company sponsors other charitable programs, which provide substantial benefit to the broader community. Such programs include services to the needy and elderly population that require specials support, various clinical outreach programs as well as health promotion and education for the general community welfare. ARMC's collection policies include discounts for those patients who are uninsured but do not qualify for the state charity care program. ARMC is one of two designated safety net hospitals in southern New Jersey providing approximately 90% of the charity care in Atlantic County and more charity care than the 7 closest hospitals combined. Awards and recognitions ======================= - U.S. News & World Report recognizes AtlantiCare Regional Medical Center as one of the best hospitals in 16 specialties for 2015-16. - Baby-Friendly USA. Inc., recognizes The Roger B. Hansen Center for Childbirth at ARMC Mainland Campus as a Baby-Friendly Designated birth facility. - Named in HealthGrades as one of America's Best 100 Hospitals for cardiac care (2015-2015), joint replacement (2015), and orthopedic surgery (2015). - ARMC joint commission's named a top performer on key quality measures - 2013. - U.S. News & World Report named ARMC "the best hospital in the region" - recognizing 10 specialties - 2012/2013. - ARMC mainland ICU received the silver beacon award for critical care nursing excellence - 2013. - ARMC earned reaccreditation by the American Society for Metabolic and Bariatric Surgery ("ASMBS") as a Bariatric Surgery Center of Excellence ("BSCOE") - 2013. AtlantiCare Behavioral Health ("ABH") Feid: 21-0721208 ABH is southeastern New Jersey's largest provider of behavioral health and substance abuse/addiction recovery services. With 22 locations throughout the region, ABH offers a broad range of services to help individuals and their families with serious mental illnesses, anxieties related to school or job stress, and marriage counseling services. ABH also provides employee assistance programs for area employers, which include employee counseling services, behavioral health and wellness programs and critical incident debriefing services. ABH manages a 34-bed psychiatric inpatient program located at the mainland campus and a psychiatric crisis intervention program at the city campus of ARMC. The internal revenue service has recognized ABH as a tax-exempt organization under IRC code 501(c)(3). The majority of ABH's patients are underinsured (Medicaid/Medicare) or uninsured. ABH provides services to clients without insurance coverage and charges rates based on a sliding scale fee based on income and family size. The cost of providing these services and supplies to patients that meet the established criteria approximated $1,458,681 and $753,752 for the fiscal year 2017 and the year January 1, 2016 through June 30, 2016 respectively. ABH provides many of their services under grants from state and federal agencies. Such programs include: Department of Human Services ---------------------------- - Adult outpatient program. - Intensive outpatient treatment. - Adult Partial Care. - Adult Early Intervention Program. - Residential intensive support team. - Supported housing. - Supported employment. - Substance abuse intensive outpatient treatment for medically indigent adults. - Program assertive community treatment. Department of Children and Families ----------------------------------- - School based youth services program - Oakcrest teen center. - School based youth services program Atlantic City teen center. - School based youth services program - Buena teen center and Buena Regional middle school. - Hammonton family success center Department of Children and Families. - Adolescent pregnancy prevention initiative- Oakcrest High School. - Juvenile delinquency prevention - Atlantic City High School. - Department of Human Services. - Children and adolescent outpatient treatment. - Mobile outreach. - Substance abuse treatment services to women. U.S. Department of Health and Human Services -------------------------------------------- - Primary and Health and Human Services CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS AtlantiCare Foundation ("Foundation") Feid: 22-2148992 The Foundation exists to improve the health and wellbeing of our community through a comprehensive development program to support safe, equitable, quality healthcare; and to promote healthy behaviors. The internal revenue service has recognized the Foundation as being a tax-exempt organization under IRC code 501(c)(3). The Foundation is committed to supporting AtlantiCare's expansion and clinical investments by securing the financial resources necessary to ensure high quality evidenced based medicine for current and future generations. AtlantiCare Health Services ("Services") Feid: 22-3265214 Services is primarily an ambulatory care network that reaches beyond the hospital to address the health and wellness needs for the regions residents throughout all stages of life. The internal revenue service has recognized services as being a tax-exempt organization under the IRC code 501(c)(3). Services programs include: - AtlantiCare Surgery Center LLC, a full service, freestanding ambulatory surgery centers. - AtlantiCare Life Center, offering a full spectrum of health and wellness, physical and rehabilitative conditioning. - AtlantiCare Clinical Labs, providing lab services at fifteen convenient locations. - AtlantiCare Home Care Nurses and other healthcare professionals make home visits to assist patients with their medical needs. - AtlantiCare Hospice works with patients and their families to enhance the end stages of life in the comfortable surroundings of the patient's home. - AtlantiCare Health Park, a regional healthcare ambulatory care campus offering a variety of services. - AtlantiCare Occupational Medicine provides occupational medicine for businesses and municipalities, including the treatment of work related injuries. - Mission Healthcare, a program offering primary care to the homeless population operating as a federally qualified health center. AtlantiCare Physician Group, p.a. ("APG") Feid: 02-0701782 APG provides services in and outside of the hospital atmosphere to specialize in preventive care and in diagnosing and treating various illnesses. The internal revenue service has recognized services as being a tax-exempt organization under the IRC 501(c)(3). - AtlantiCare primary/urgent care centers (located in Atlantic, Cape May, Burlington, and Ocean counties) offering primary care and urgent care as an alternative to more expensive emergency room treatment. - Pavilion OB/GYN a full service obstetrics and gynecology practice. -Select specialty practices including surgical, ENT, and Urology. AtlantiCare Information Technology ("AIT") AtlantiCare Information Technology (a division of AtlantiCare Health System, Inc.) supports all other AtlantiCare affiliates to achieve maximum results through the use of information technology. AIT's innovative networking technology enhances the speed and efficiency of patient's diagnosis and treatment while maintaining patient confidentiality and safety. AIT has been recognized for its innovation in healthcare through the following awards: - Top 100 integrated healthcare systems by hospitals and health network magazine. - Top (7) networked healthcare systems in the United States for information technology by healthcare informatics magazine. AtlantiCare Health Engagement, Inc. Feid: 61-1608389 At the end of 2009 AtlantiCare Health Engagement, Inc. was established to support the development of health management capabilities and structures, and health status improvement initiatives for the benefit of the broader community. ARMC contributed for the year ended December 31, 2012 and 2013 $2,000,000 and $5,000,000 respectively, and an additional $10,000,000 in 2014. In 2015, the medical center contributed $15,000,000 to support the ongoing mission of Health Engagement. CORE FORM, PART III; LINE 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. CORE FORM, PART I; SUMMARY THE TOTAL VOTING AND INDEPENDENT VOTING MEMBERS DISCLOSED ON PAGE 1 OF THIS FORM 990 IS FOR ATLANTICARE REGIONAL MEDICAL CENTER; THE LARGEST SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR ALL OTHER ORGANIZATIONS INCLUDED IN THE GROUP EXEMPTION: - ATLANTICARE BEHAVIORAL HEALTH, INC.; 16 VOTING, 8 INDEPENDENT; - ATLANTICARE REGIONAL HEALTH SERVICES A NEW JERSEY NONPROFIT CORPORATION; 16 VOTING, 8 INDEPENDENT; - ATLANTICARE FOUNDATION; 20 VOTING, 12 INDEPENDENT; - ATLANTICARE HEALTH ENGAGEMENT; 4 VOTING, 0 INDEPENDENT; AND - ATLANTICARE HEALTH SERVICES, INC.; 16 VOTING, 8 INDEPENDENT. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 ATLANTICARE HEALTH SYSTEM, INC. ("SYSTEM") IS THE SOLE MEMBER OF ALL ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 WITH THE EXCEPTION OF ATLANTICARE REGIONAL MEDICAL CENTER ("ARMC"), ATLANTICARE HEALTH SERVICES, INC. ("SERVICES") AND ATLANTICARE BEHAVIORAL HEALTH, INC. ("ABH"). ATLANTICARE REGIONAL HEALTH SERVICES, A NEW JERSEY NON-PROFIT CORPORATION HAS THE RIGHT TO ELECT THE MEMBERS OF THE ARMC, SERVICES, AND ABH BOARDS OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN ARMC, SERVICES AND ABH BYLAWS. GEISINGER HEALTH ("GH") IS THE SOLE MEMBER OF THE SYSTEM. GH HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ATLANTICARE HEALTH SYSTEM, INC. ("AH SYSTEM"). THIS FEDERAL FORM 990 WAS provided TO AH SYSTEM'S GOVERNING BODY; ITS FULL BOARD OF TRUSTEES, FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION HAS DELEGATED THE FORM 990 PREPARATION, REVIEW AND FILING PROCESS TO AH SYSTEM'S GOVERNING BODY; ITS BOARD OF TRUSTEES. AS PART OF THE TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND INTERNAL WORKING GROUP TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO AH SYSTEM'S FINANCE PERSONNEL AND INTERNAL WORKING GROUP FOR THEIR REVIEW. AH SYSTEM'S FINANCE PERSONNEL AND INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO AH SYSTEM'S FINANCE PERSONNEL AND INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL PRIOR TO PROVIDING THE FEDERAL FORM 990 TO EACH MEMBER OF AH SYSTEM'S GOVERNING BODY AND FILING WITH THE IRS. A FORM 990 PRESENTATION WAS ALSO GIVEN BY THE CPA FIRM TO AH SYSTEM'S BOARD OF TRUSTEES PRIOR TO FILING. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ATLANTICARE HEALTH SYSTEM, INC. ("AH SYSTEM"). AH SYSTEM HAS ADOPTED A CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF ITS SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THIS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL OF ALL AFFILIATES ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION AND AH SYSTEM'S GENERAL COUNSEL FOR REVIEW. THEREAFTER, THE GENERAL COUNSEL PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES WHICH CONTAINS INFORMATION DISCLOSED ON AN INDIVIDUAL BY INDIVIDUAL BASIS AND PRESENTS THIS SUMMARY TO AH SYSTEM'S GOVERNANCE COMMITTEE FOR ITS REVIEW AND DISCUSSION. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM") WHICH INCLUDES ATLANTICARE HEALTH SYSTEM, INC. ("AH SYSTEM"). THE EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") OF THE BOARD OF TRUSTEES ("BOARD") OF AH SYSTEM REVIEWS AND APPROVES THE COMPENSATION PROVIDED TO THE EXECUTIVE STAFF. THE COMPENSATION DECISIONS OF THE COMMITTEE ARE SET WITHIN THE FRAMEWORK OF A FORMAL COMPENSATION PHILOSOPHY THAT IS APPROVED BY THE BOARD. THE COMPENSATION PHILOSOPHY APPROVES THE USE OF A NATIONAL PEER GROUP OF NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS THAT ARE SIMILAR TO AH SYSTEM IN SIZE AND ORGANIZATIONAL CHARACTERISTICS. THE KEY ELEMENTS OF THE COMPENSATION PHILOSOPHY ARE: TOTAL COMPENSATION POSITIONED AROUND THE 75TH PERCENTILE, COMPOSED OF THE FOLLOWING ELEMENTS OF PAY: - BASE SALARIES POSITIONED BETWEEN THE MEDIAN AND THE 75TH PERCENTILE; - INCENTIVE OPPORTUNITIES COMPARABLE TO THOSE OF THE PEER GROUP AND DESIGNED TO POSITION TOTAL CASH COMPENSATION AT THE 75TH PERCENTILE FOR EXPECTED PERFORMANCE (INCLUDES BOTH ANNUAL AND LONG-TERM INCENTIVES); - EXECUTIVE BENEFITS POSITIONED AT THE 75TH PERCENTILE; AND - CONSERVATIVE PERQUISITES AND SEVERANCE. THE COMMITTEE APPROVES THE PAY OF ALL EXECUTIVES. IT SETS THE COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER ("PRESIDENT"). THE PRESIDENT RECOMMENDS SALARY ADJUSTMENTS AND INCENTIVE AWARD PAYMENTS TO THE COMMITTEE. THE COMMITTEE CAN APPROVE, MODIFY OR REJECT THE PRESIDENT'S RECOMMENDATIONS AS APPROPRIATE. EACH YEAR, PRIOR TO MAKING CHANGES TO THE COMPENSATION OF ANY EXECUTIVE, THE COMMITTEE ENGAGES AN INDEPENDENT, OUTSIDE CONSULTANT TO REVIEW EACH ELEMENT OF EXECUTIVE COMPENSATION, INCLUDING SALARIES, INCENTIVES, BENEFITS, PERQUISITES, AND TOTAL COMPENSATION. THE INTENT OF THE REVIEW IS TO PROVIDE THE COMMITTEE WITH INFORMATION IT NEEDS TO ENSURE THAT COMPENSATION PROVIDED TO THE SYSTEM'S EXECUTIVES IS REASONABLE, APPROPRIATE, AND CONSISTENT WITH THE BOARD-APPROVED COMPENSATION PHILOSOPHY. THE CONSULTANT COMPILES APPROPRIATE COMPARABILITY DATA ON TOTAL COMPENSATION FROM A PEER GROUP OR ORGANIZATIONS COMPARABLE TO AH SYSTEM. THE COMMITTEE'S PROCESS FOR REVIEWING EXECUTIVE COMPENSATION ESTABLISHES A "REBUTTABLE PRESUMPTION OF REASONABLENESS," AS DESCRIBED IN IRC SECTION 4958: - COMPENSATION FOR ALL EXECUTIVES IS APPROVED IN ADVANCE BY A COMMITTEE MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITH NO CONFLICT OF INTEREST WITH REGARD TO THE COMPENSATION DECISIONS. - THE COMMITTEE OBTAINS AND RELIES ON APPROPRIATE COMPARABILITY DATA ON TOTAL COMPENSATION IN MAKING THESE DECISIONS. ("APPROPRIATE" MEANS DATA ON PAY FOR LIKE JOBS IN LIKE ORGANIZATIONS AND LIKE CIRCUMSTANCES). - THE COMMITTEE DOCUMENTS ITS PROCESS AND THE TERMS OF ITS DECISIONS IN TIMELY MINUTES. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. CERTAIN ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FROM 990 HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ISSUING ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, EACH ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. CORE FORM, PART VII CORE FORM, PART VII INCLUDES, AS OF JUNE 30, 2017, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS A SUMMARY BY ORGANIZATION: THE BOARD OF TRUSTEES FOR EACH OF THE FOLLOWING SUBORDINATES INCLUDED IN THIS CONSOLIDATED GROUP FORM 990, AS OF JUNE 30, 2017, IS IDENTICAL. THESE SUBORDINATES ARE: - ATLANTICARE REGIONAL HEALTH SERVICES, A NEW JERSEY NONPROFIT CORPORATION; - ATLANTICARE REGIONAL MEDICAL CENTER; - ATLANTICARE HEALTH SERVICES, INC.; AND - ATLANTICARE BEHAVIORAL HEALTH, INC. THE BOARD OF TRUSTEE LIST REFLECTED IN PART VII FOR THESE SUBORDINATES INCLUDES DAVID GODDARD THROUGH CRAIG GLICK, M.D. ATLANTICARE FOUNDATION INCLUDES PACIFICO AGNELLINI, ESQ. THROUGH DAVID P. TILTON. PLEASE NOTE THAT LORI S. HERNDON IS ALSO A MEMBER OF THIS ORGANIZATION'S BOARD OF TRUSTEES BUT IS ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990 AS A BOARD MEMBER OF ATLANTICARE REGIONAL HEALTH SERVICES, A NEW JERSEY NONPROFIT CORPORATION, ATLANTICARE REGIONAL MEDICAL CENTER, ATLANTICARE HEALTH SERVICES, INC. AND ATLANTICARE BEHAVIORAL HEALTH, INC. ATLANTICARE HEALTH ENGAGEMENT, INC. INCLUDES RICHARD D. LOVERING THROUGH WALTER A. GREINER. PLEASE NOTE THAT MARGARET A. BELFIELD IS ALSO A MEMBER OF THIS ORGANIZATION'S BOARD OF TRUSTEES BUT IS ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990 AS A BOARD MEMBER OF ATLANTICARE FOUNDATION. PLEASE NOTE THAT LORI S. HERNDON IS ALSO A MEMBER OF THIS ORGANIZATION'S BOARD OF TRUSTEES BUT IS ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990 AS A BOARD MEMBER OF ATLANTICARE REGIONAL HEALTH SERVICES, A NEW JERSEY NONPROFIT CORPORATION, ATLANTICARE REGIONAL MEDICAL CENTER, ATLANTICARE HEALTH SERVICES, INC., ATLANTICARE BEHAVIORAL HEALTH, INC. AND ATLANTICARE FOUNDATION. THE OFFICERS OF ALL ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 WHICH FOLLOW THE LIST OF ATLANTICARE BOARD OF TRUSTEES ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990 ARE OUTLINED IN THE FOLLOWING ORDER: ATLANTICARE REGIONAL HEALTH SERVICES, A NEW JERSEY NONPROFIT CORPORATION ("ARHS") INCLUDES DONNA MICHAEL-ZIEREIS, ESQ. PLEASE NOTE THAT LORI S. HERNDON (ATLANTICARE REGIONAL MEDICAL CENTER PRESIDENT/CHIEF EXECUTIVE OFFICER), MARGARET A. BELFIELD (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER), DOMINIC S. MOFFA (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT TERMED 9/3/2016), WALTER A. GREINER (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP OF FINANCE AND CHIEF FINANCIAL OFFICER) AND RICHARD D. LOVERING (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP ADMIN SERVICES AND CHIEF HUMAN RESOURCES OFFICER) ARE ALSO OFFICERS OF ARHS BUT ARE ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990. ATLANTICARE REGIONAL MEDICAL CENTER INCLUDES CHRISTOPHER A. SCANZERA THROUGH BARBARA YOUNG. PLEASE NOTE THAT LORI S. HERNDON (ATLANTICARE REGIONAL MEDICAL CENTER PRESIDENT/CHIEF EXECUTIVE OFFICER), DAVID P. TILTON (ATLANTICARE HEALTH SYSTEM, INC. PRESIDENT/CHIEF EXECUTIVE OFFICER TERMED 7/2/2016), MARGARET A. BELFIELD (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER), DOMINIC S. MOFFA (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT TERMED 9/3/2016), WALTER A. GREINER (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP OF FINANCE AND CHIEF FINANCIAL OFFICER), RICHARD D. LOVERING (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP ADMIN SERVICES AND CHIEF HUMAN RESOURCES OFFICER) AND DONNA MICHAEL-ZIEREIS, ESQ. (ATLANTICARE REGIONAL HEALTH SERVICES VP AND GENERAL COUNSEL) ARE ALSO OFFICERS OF ATLANTICARE REGIONAL MEDICAL CENTER BUT ARE ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990. ATLANTICARE HEALTH SERVICES, INC. INCLUDES JATIN MOTIWAL. PLEASE NOTE THAT LORI S. HERNDON (ATLANTICARE REGIONAL MEDICAL CENTER PRESIDENT/CHIEF EXECUTIVE OFFICER), DAVID P. TILTON (ATLANTICARE HEALTH SYSTEM, INC. PRESIDENT/CHIEF EXECUTIVE OFFICER TERMED 7/2/2016), MARGARET A. BELFIELD (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER), WALTER A. GREINER (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP OF FINANCE AND CHIEF FINANCIAL OFFICER), ROBERTA A. BEGLEY (ATLANTICARE REGIONAL MEDICAL CENTER VP NURSING/CHIEF NURSING OFFICER), DOMINIC S. MOFFA (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT TERMED 9/3/2016), RICHARD D. LOVERING (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP ADMIN SERVICES AND CHIEF HUMAN RESOURCES OFFICER), DONNA MICHAEL-ZIEREIS, ESQ. (ATLANTICARE REGIONAL HEALTH SERVICES VP AND GENERAL COUNSEL), MARILOUISE VENDITTI, M.D. (ATLANTICARE REGIONAL MEDICAL CENTER CHIEF MEDICAL OFFICER) AND BARBARA YOUNG (ATLANTICARE REGIONAL MEDICAL CENTER CORPORATE DIRECTOR - SUPPLY CHAIN) ARE THE OFFICERS OF ATLANTICARE HEALTH SERVICES, INC. BUT ARE ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990. ATLANTICARE BEHAVIORAL HEALTH, INC. INCLUDES JULIA DREW THROUGH LOYAL M. OWNES. PLEASE NOTE THAT LORI S. HERNDON (ATLANTICARE REGIONAL MEDICAL CENTER PRESIDENT/CHIEF EXECUTIVE OFFICER), MARGARET A. BELFIELD (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER), ROBERTA A. BEGLEY (ATLANTICARE REGIONAL MEDICAL CENTER VP NURSING/CHIEF NURSING OFFICER), JOSEPH J. MCCARTHY, CPA (ATLANTICARE REGIONAL MEDICAL CENTER VP FINANCIAL OPERATIONS), DOMINIC S. MOFFA (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT TERMED 9/3/2016), RICHARD D. LOVERING (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP ADMIN SERVICES AND CHIEF HUMAN RESOURCES OFFICER), MARILOUIS VENDITTI, M.D. (ATLANTICARE REGIONAL MEDICAL CENTER CHIEF MEDICAL OFFICER), DONNA MICHAEL-ZIEREIS, ESQ. (ATLANTICARE REGIONAL HEALTH SERVICES VP AND GENERAL COUNSEL) AND BARBARA YOUNG (ATLANTICARE REGIONAL MEDICAL CENTER CORPORATE DIRECTOR - SUPPLY CHAIN) ARE ALSO OFFICERS OF ATLANTICARE BEHAVIORAL HEALTH, INC. BUT ARE ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990. ATLANTICARE FOUNDATION INCLUDES SAMANTHA A. KILEY. PLEASE NOTE THAT LORI S. HERNDON (ATLANTICARE REGIONAL MEDICAL CENTER PRESIDENT/CHIEF EXECUTIVE OFFICER), DAVID P. TILTON (ATLANTICARE HEALTH SYSTEM, INC. PRESIDENT/CHIEF EXECUTIVE OFFICER TERMED 7/2/2016), DOMINIC S. MOFFA (ATLANTICARE REGIONAL MEDICAL EXECUTIVE VICE PRESIDENT TERMED 9/3/2016), MARGARET A. BELFIELD (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER), RICHARD D. LOVERING (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP ADMIN SERVICES AND CHIEF HUMAN RESOURCES OFFICER) AND JOSEPH J. MCCARTHY, CPA (ATLANTICARE REGIONAL MEDICAL CENTER VP FINANCIAL OPERATIONS) ARE ALSO OFFICERS OF ATLANTICARE FOUNDATION BUT ARE ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990. ATLANTICARE HEALTH ENGAGEMENT, INC. INCLUDES STEVEN M. BLUMBERG. PLEASE NOTE THAT LORI S. HERNDON (ATLANTICARE REGIONAL MEDICAL CENTER PRESIDENT/CHIEF EXECUTIVE OFFICER), DAVID P. TILTON (ATLANTICARE HEALTH SYSTEM, INC. PRESIDENT/CHIEF EXECUTIVE OFFICER TERMED 7/2/2016), DOMINIC S. MOFFA (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT TERMED 9/3/2016), WALTER A. GREINER (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP OF FINANCE AND CHIEF FINANCIAL OFFICER) MARGARET A. BELFIELD (ATLANTICARE REGIONAL MEDICAL CENTER EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER), RICHARD D. LOVERING (ATLANTICARE REGIONAL MEDICAL CENTER SENIOR VP ADMIN SERVICES AND CHIEF HUMAN RESOURCES OFFICER) AND DONNA MICHAEL-ZIEREIS, ESQ. (ATLANTICARE REGIONAL HEALTH SERVICES VP AND GENERAL COUNSEL) ARE ALSO OFFICERS OF ATLANTICARE HEALTH ENGAGEMENT, INC. BUT ARE ONLY DISCLOSED ONCE ON CORE FORM, PART VII OF THIS CONSOLIDATED GROUP FORM 990. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION AND/OR RELATED ORGANIZATIONS. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THIS ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. CORE FORM, PART VII, SECTION A, COLUMN B THIS ORGANIZATION IS AN AFFILIATE WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS WITHIN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; LINE 20 Geisinger Health ("GH") is currently the sole obligor under a series of bond issues with a total outstanding balance of $1,766,170,995, inclusive of unamortized original issue discount as of June 30, 2017. Because the bond proceeds are disbursed to GH subsidiaries, the bond liabilities are reflected on the balance sheets of the following subsidiary organizations: - Geisinger Medical Center, EIN: 24-0795959 - Geisinger Wyoming Valley Medical Center, EIN: 23-1996150 - Geisinger Clinic, EIN: 23-6291113 - Marworth, EIN: 23-2171417 - Geisinger System Services, EIN: 23-2164794 - Community Medical Center, EIN: 24-0862246 - Mountain View Nursing Home, Inc., EIN: 23-2568288 - Geisinger-Bloomsburg Hospital, EIN: 23-2193572 - Geisinger-Bloomsburg Health Care Center, EIN: 23-2242854 - Geisinger-Lewistown Hospital, EIN: 23-1352187 - Holy Spirit Hospital, EIN: 23-1512747 - GEISINGER COMMONWEALTH SCHOOL OF MEDICINE, EIN: 26-0812968 - Atlanticare Regional Medical Center, EIN 21-0634549 Schedule K was prepared on a consolidated basis and is included in the Form 990 filing of Geisinger Health, EIN: 23-1995911. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS AND GRANTS RECEIVED FOR THE PURCHASE OF PROPERTY, PLANT AND EQUIPMENT - $70,697; - CHANGE IN PENSION AND POSTRETIREMENT LIABILITIES - $63,252,141; - TRANSFERS TO ATLANTICARE PHYSICIAN GROUP, P.A.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - ($10,700,000); - COLAR MARKET TO MARKET ADJUSTMENT - $719,171; - NET ASSETS RELEASED FROM TEMPORARY RESTRICTION - ($6,763,449); - NET CHANGE IN TEMPORARILY RESTRICTED NET ASSETS - $42,930; AND - NET CHANGE IN PERMANENTLY RESTRICTED NET ASSETS - $632,020. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM'S PARENT ENTITY IS GEISINGER HEALTH. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE YEARS ENDED JUNE 30, 2017 AND JUNE 30, 2016; RESPECTIVELY ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. GEISINGER HEALTH'S AUDIT AND COMPLIANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. CORE FORM, PART XII; QUESTION 3 THIS ORGANIZATION IS AN AFFILIATE WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT. SCHEDULE B THE GIFTS, GRANTS AND CONTRIBUTIONS REFLECTED ON SCHEDULE B ARE AMOUNTS RECEIVED BY ALL ENTITIES INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. GIFTS, GRANTS AND CONTRIBUTIONS RECEIVED BY ATLANTICARE REGIONAL MEDICAL CENTER ARE REFLECTED IN NUMBERS 1 THROUGH 3. GIFTS, GRANTS AND CONTRIBUTIONS RECEIVED BY ATLANTICARE BEHAVIORAL HEALTH, INC. ARE REFLECTED IN NUMBERS 4 THROUGH 13. GIFTS, GRANTS AND CONTRIBUTIONS RECEIVED BY ATLANTICARE FOUNDATION ARE REFLECTED IN NUMBERS 14 THROUGH 20. GIFTS, GRANTS AND CONTRIBUTIONS RECEIVED BY ATLANTICARE HEALTH SERVICES, INC. ARE REFLECTED IN NUMBER 19. ATLANTICARE HEALTH SYSTEM INC 2500 ENGLISH CREEK AVE EGG HARBOR TOWNSHIP NJ 08234 223265213 SUPPORT ARMC NJ 501(C)(3) 509(A)(3) GH true ATLANTICARE PHYSICIAN GROUP PA 2500 ENGLISH CREEK AVE BLDG C EGG HARBOR TOWNSHIP NJ 08234 020701782 HEALTHCARE NJ 501(C)(3) 509(A)(3) ARMC true GEISINGER MEDICAL CENTER 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 240795959 HEALTH SVCS. PA 501(C)(3) HOSPITAL GH true GEISINGER HEALTH 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231995911 PHILANTHROPIC PA 501(C)(3) 509(A)(1) NA true GEISINGER CLINIC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 236291113 HEALTH SVCS. PA 501(C)(3) 509(A)(3) GH true GEISINGER WYOMING VALLEY MEDICAL CT 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231996150 HEALTH SVCS. PA 501(C)(3) HOSPITAL GH true MARWORTH 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232171417 D&A REHAB PA 501(C)(3) HOSPITAL GH true GEISINGER HEALTH PLAN 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232311553 HEALTH INS. PA 501(C)(4) N/A GH true GEISINGER SYSTEM SERVICES 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232164794 SUPPORT SVCS. PA 501(C)(3) 509(A)(3) GH true GEISINGER COMMUNITY HEALTH SERVICES 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232967235 HEALTH SVCS. PA 501(C)(3) 509(A)(2) GSS true GEISINGER INSURANCE CORPORATION RRG 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 141909894 SELF INS. VT 501(C)(3) 509(A)(3) GH true COMMUNITY MEDICAL CENTER 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 240862246 HEALTH SVCS. PA 501(C)(3) HOSPITAL GH true MOUNTAIN VIEW NURSING HOME INC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232568288 LONG TERM PA 501(C)(3) 509(A)(2) GH true GEISINGER-BLOOMSBURG HOSPITAL 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232193572 HEALTH SVCS. PA 501(C)(3) HOSPITAL GH true GEISINGER-BLOOMSBURG HEALTHCARE CTR 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232242854 SKILLED NU. PA 501(C)(3) 509(A)(2) GH true GEISINGER-LEWISTOWN HOSPITAL 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231352187 HEALTH SVCS. PA 501(C)(3) HOSPITAL GH true LEWISTOWN AMBULATORY CARE CORP 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232344362 R.E. HOLDING PA 501(C)(3) 509(A)(3) GH true FAM HLTH ASSOC OF GEISINGER-LEWISTOWN 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 251651582 PHYSICIAN PA 501(C)(3) 509(A)(3) GH true KEYSTONE HEALTH INFO EXCHANGE INC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 464359893 RHIO PA 501(C)(3) 509(A)(3) GH true HEALTH CARE CORP OF NORTHEAST PA 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232337286 SUPPORT SVCS. PA 501(C)(3) 509(A)(3) CMC true SUN HOME HEALTH SERVICES INC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231736912 HEALTH SVCS. PA 501(C)(3) 509(A)(2) GCHS true HOLY SPIRIT HEALTH SYSTEM 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 251865142 PHILANTHROPIC PA 501(C)(3) 509(A)(3) GH true HOLY SPIRIT HOSPITAL 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231512747 HEALTH SVCS. PA 501(C)(3) HOSPITAL HSHS true HOLY SPIRIT CORPORATION 100 NORTH ACADEMY AVE MC 49-70 DANVILE PA 17822 232214540 HOLDING CO. PA 501(C)(2) HSHS true SPIRIT PHYSICIAN SERVICES INC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 251766971 HEALTH SVCS. PA 501(C)(3) 509(A)(2) HSHS true WEST SHORE ADVANCED LIFE SUPPORT 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232463002 HEALTH SVCS. PA 501(C)(3) 509(A)(1) HSHS true GEISINGER COMMONWEALTH SCH OF MED 525 PINE STREET SCRANTON PA 18509 260812968 EDUCATION PA 501(C)(3) SCHOOL GH true GNJ PHYSICIANS GROUP PC 2500 ENGLISH CREEK AVENUE EGG HARBOR TWP NJ 08234 820681884 HEALTH SVCS. NJ 501(C)(3) 509(A)(2) GH true ABIGAIL A GEISINGER TRUST PNC BANK NA 620 LIBERTY AVENUE PITTSBURGH PA 152222705 246021891 TRUST PA 4947(A)(1) 509(A)(3) NA false COOP HLTH SVS OF SJ 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223619231 WHOLESALE PURCH. NJ NA S JERSEY ONCOL PROP 2500 ENGLISH CREEK AVE EGG HARBOR TOWNSHIP NJ 08234 943463625 HEALTHCARE SVCS. NJ NA ATL SURGERY CTR LLC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223491867 HEALTHCARE SVCS. NJ NA KEYSTONE ACCOUNTABLE CARE ORG LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 454475297 ACO PA NA LIFESOURCE GEISINGER BLOOD CTR LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 364718005 BLOOD COLL. PA NA MERIDIAN GEISINGER HLTH NETWORK LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 455484165 ORG. DEL. SY. NJ NA HEALTHSOUTH GHS LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 721398803 PHY. THERAPY PA NA EVANGELICAL-GEISINGER HEALTH LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 460567687 HEALTHCARE PA NA LEMED II 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232391766 RENTAL PA NA GEISINGER-SCA HOLDINGS LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 461615328 MANAGEMENT DE NA CAMP HILL AMBULATORY SURG CTR LLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 521597478 HEALTHCARE AL NA GRANDVIEW SURGERY CENTER LTD 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 521597483 HEALTHCARE AL NA LACKAWANNA PHYS AMB SURG CTR LLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 233024998 HEALTHCARE AL NA ENGLISH CREEK ASSURANCE LTD 44 CHURCH STREET HAMILTON BERMUDA BD HM 12 980656394 FINANCIAL VEHICLE BD NA FOREIGN CORP. true ATLANTICARE HEALTH SOLUTIONS INC 2500 ENGLISH CREEK AVE BLDG 500 EGG HARBOR TOWNSHIP NJ 08234 383856295 ACO/HEALTH NJ NA C CORP. true ATLANTICARE ASSURANCE ALLIANCE INC 2500 ENGLISH CREEK AVE BLDG 500 EGG HARBOR TOWNSHIP NJ 08234 463730123 HEALTHCARE SVCS. NJ NA C CORP true ISS SOLUTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232077663 HOTEL/REST PA NA C CORP. true GEISINGER INDEMNITY INSURANCE CO 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232815174 HEALTH INSURANCE PA NA C CORP. true GEISINGER QUALITY OPTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 204275139 HEALTH INSURANCE PA NA C CORP. true XG HEALTH SOLUTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 461657345 CONSULTING DE NA C CORP. true GEISINGER ASSURANCE COMPANY LTD PO BOX 2196GT GRAND CAYMAN CJ CJ 981016737 FINANCIAL VEHICLE CJ NA FOREIGN CORP. true HOLY SPIRIT VENTURES INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232407709 MEDICAL SVCS. PA NA C CORP. true false false false true true false false false false false true true true false true true true true true ATLANTICARE HEALTH SYSTEM INC M 65886957 COST ATLANTICARE HEALTH SYSTEM INC M 1658000 COST ATLANTICARE HEALTH SYSTEM INC M 426000 COST ATLANTICARE HEALTH SYSTEM INC M 758232 COST SCHEDULE R; GROUP EXEMPTION OUTLINED BELOW IS A LIST OF ORGANIZATIONS INCLUDED AS SUBORDINATES IN THE ATLANTICARE HEALTH SYSTEM, INC. GROUP EXEMPTION RULING AND IN THIS CONSOLIDATED GROUP FORM 990. ATLANTICARE REGIONAL MEDICAL CENTER (FEID: 21-0634549) ATLANTICARE REGIONAL HEALTH SERVICES, A NEW JERSEY NON PROFIT CORPORATION (FEID: 80-0834222) ATLANTICARE BEHAVIORAL HEALTH, INC. (FEID: 21-0721208) ATLANTICARE FOUNDATION (FEID: 22-2148992) ATLANTICARE HEALTH ENGAGEMENT, INC. (FEID: 61-1608389) ATLANTICARE HEALTH SERVICES, INC. (FEID: 22-3265214) SCHEDULE R, PART V THIS ORGANIZATION IS AN AFFILIATE WITHIN GEISINGER HEALTH AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). TRANSFERS AMONGST AFFILIATES, INCLUDING PAYING AND/OR ALLOCATING EXPENSES OCCUR IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THESE RELATED ORGANIZATIONS. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.