2017-11-15T14:17:30-06:00 2016-12-31 WITHUM SMITH BROWN PC 200 JEFFERSON PARK SUITE 400 WHIPPANY NJ 07981 990 2016-01-01 221487576 HACKENSACK UNIVERSITY MEDICAL CENTER % ROBERT L GLENNING HACK 7327513361 C/O TAX DEPT 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 ROBERT L GLENNING PRES FIN SVC DIV/CFO 8488884405 2017-10-26 true ANTHONY J PANICO P00365556 9738989494 205.172.192.80 22006220173195000193 2017-11-15 P 2B8695E5C45FC68F632CB195CF8B6932458BEC04 2B8695E5C45FC68F632CB195CF8B6932458BEC04 2016 2017-02-10 21:41:12Z X ROBERT C GARRETTJOHN K LLOYD C/O TAX DEPT 1350 CAMPUS PARKWAY NEPTUNE NJ 07753 1868613338 false X WWW.HACKENSACKUMC.ORG X 1888 NJ THE ORGANIZATION IS COMMITTED TO PROVIDING THE FULL SPECTRUM OF LIFE-ENHANCING CARE AND SERVICES TO CREATE AND SUSTAIN HEALTHY, VIBRANT COMMUNITIES. 25 20 8079 1998 25101019 -741775 13535269 5343620 1294593784 1387319704 34907641 11241784 23181110 23583872 1366217804 1427488980 894750 551950 0 0 617551585 653691308 0 0 0 627143070 674862341 1245589405 1329105599 120628399 98383381 1789397267 1922276727 1144307655 1203963581 645089612 718313146 X THE ORGANIZATION IS COMMITTED TO PROVIDING THE FULL SPECTRUM OF LIFE-ENHANCING CARE AND SERVICES TO CREATE AND SUSTAIN HEALTHY, VIBRANT COMMUNITIES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 292224204 0 215210505 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY PHARMACEUTICAL SERVICES AND PHARMACEUTICALS, INCLUDING CHEMOTHERAPY DRUGS, TO ALL INDIVIDUALS REGARDLESS of RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. 150710736 0 112643574 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY OPERATING ROOM SERVICES, INCLUDING INPATIENT AND OUTPATIENT CARDIAC, PLASTIC SURGERY, TRAUMA, PEDIATRIC AND AMBULATORY SURGERY, TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. 141727868 0 270859641 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY ACUTE CARE SERVICES, INCLUDING INPATIENT AND OUTPATIENT CARDIAC, PLASTIC SURGERY, TRAUMA AND PEDIATRIC AND AMBULATORY SURGERY TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY PAY. 484775364 551950 805609471 1069438172 true true false true false false false false false true true false true false true true false true false true true false false false false false true true true false true true false false false false false false false false true false false false false false true true true true false false true 1243 0 true 8079 true true true true BD false false false false false false false false X 25 20 true false false false true true true true true false false true true true true true true true true true true NJ NY X ROBERT L GLENNING 8488884405 343 THORNALL STREET EDISON NJ 08837 X RICHARD W HENNING CHAIRMAN - GOVERNOR 3.0 0.0 X X 0 0 0 ROSEMARIE J SORCE 1ST VICE CHAIR - GOVERNOR 3.0 3.0 X X 0 0 0 EDWARD V PICCINICH 2ND VICE CHAIR - GOVERNOR 3.0 0.0 X X 0 0 0 GLORIA MARTINI SECRETARY - GOVERNOR 3.0 3.0 X X 0 0 0 EDWARD P SALZANO TREASURER - GOVERNOR 3.0 0.0 X X 0 0 0 STEPHEN T BOSWELLPHDPESECB ASSISTANT SECRETARY - GOVERNOR 3.0 3.0 X X 0 0 0 SCOTT TARRIFF ASSISTANT TREASURER - GOVERNOR 3.0 3.0 X X 0 0 0 IHOR S SAWCZUK MD PRESIDENT - GOVERNOR 48.0 12.0 X X 2026856 0 220100 LONNEL COATS GOVERNOR 3.0 0.0 X 0 0 0 WILLIAM CRANE GOVERNOR 3.0 0.0 X 0 0 0 ROBERT C GARRETT GOVERNOR - CO-CEO 36.0 24.0 X X 3917541 0 583245 WILLIAM V HICKEY GOVERNOR 3.0 0.0 X 0 0 0 LAWRENCE R INSERRA JR GOVERNOR 3.0 3.0 X 0 0 0 LINDA KANG-BARATTA GOVERNOR 3.0 0.0 X 0 0 0 JOHN K LLOYD FACHE GOVERNOR - CO-CEO 3.0 57.0 X X 0 3103959 822777 WILLIAM J MURRAY GOVERNOR 3.0 3.0 X 0 0 0 JAMES R NAPOLITANO ESQ GOVERNOR 3.0 3.0 X 0 0 0 ROBERT O'HARA GOVERNOR 3.0 0.0 X 0 0 0 PRANAYCHANDRA J VAIDYA MD GOVERNOR 3.0 52.0 X 0 564694 70860 JOHN WILCHA GOVERNOR 3.0 0.0 X 0 0 0 JOSEPH SIMUNOVICH GOVERNOR; EX-OFFICIO 3.0 6.0 X 0 0 0 HORMOZ ASHTYANI MD GOVERNOR; EX-OFFICIO 52.0 3.0 X 380719 0 119227 SARITA RASTOGI MD GOVERNOR; EX-OFFICIO 3.0 3.0 X 0 0 0 FRANK VUONO GOVERNOR; EX-OFFICIO 3.0 0.0 X 0 0 0 PEGGY LIOSI GOVERNOR; EX-OFFICIO 3.0 3.0 X 0 0 0 STEVEN G LITTLESON PRES, HOSPITALS SVCS DIV, COO 5.0 55.0 X 0 1359449 220013 ROBERT L GLENNING PRES, FINANCIAL SVCS DIV, CFO 50.0 5.0 X 1989153 0 318221 ANDREW L PECORA MD PRES, PHYS. SVCS DIV, CIO 50.0 5.0 X 1350495 0 68951 AUDREY C MURPHY RN ESQ EVP, GENERAL COUNSEL, HOSPITAL 50.0 5.0 X 1149131 0 187356 NANCY R CORCORAN-DAVIDOFF EVP, CHIEF EXPERIENCE OFFICER 50.0 5.0 X 1060277 0 223534 PATRICK YOUNG PRES, POP HEALTH SOLUTIONS 5.0 50.0 X 0 972325 40089 SHERRIE STRING EVP, CHIEF HR OFFICER 5.0 50.0 X 0 857216 33883 ANN B GAVZY ESQ EVP, GENERAL COUNSEL, NETWORK 5.0 50.0 X 0 827638 152422 JAMES BLAZAR EVP, CHIEF STRATEGY OFFICER 50.0 5.0 X 700263 0 138561 JOSEPH E PARRILLO MD CHAIRMAN HVH 52.0 3.0 X 1472970 0 30744 DIANNE A AROH EVP,CHIEF CLIN & PAT CARE OFF. 55.0 0.0 X 1069215 0 48033 MARK D SPARTA EVP, CLINICAL OPERATIONS 55.0 0.0 X 979591 0 138789 JEFFREY R BOSCAMP MD VP/CAO & CHAIR, PEDIATRICS 55.0 0.0 X 830107 0 229209 JON M FITZGERALD CHIEF DEV. OFFICER, HUMC 52.0 3.0 X 818265 0 123215 17744583 7685281 3769229 1547 false true false RIVERSIDE MEDICAL AND PEDIATRIC GRO 714 10TH STREET SECAUCUS NJ 07094 MEDICAL 37687027 BHATT COMPUTER CONSULTING SERVICES 5 SICOMAC ROAD SUITE 274 NORTH HALEDON NJ 07508 IT 11151368 REGIONAL CANCER CARE ASSOCIATES 100 FIRST STREET SUITE 301 HACKESNACK NJ 07601 MEDICAL 9207164 WILLIAM H CONNOLLY CO LLC 56 PARK STREET MONTCLAIR NJ 07042 RISK MANAGEMENT 8482106 CONIFER HEALTH SOLUTIONS 2960 PROFESSIONAL DRIVE SPRINGFIELD IL 62703 BILLING/COLLECTIONS 8088106 460 X 1432600 3750374 160646 5343620 NET PATIENT SERVICE REVENUE 621500 1459677889 1451591597 8086292 OTHER HEALTHCARE RELATED REVENUE 621500 34936200 34924960 11240 SUPPORT TO CONTROLLED ENTITIES, NET 900099 -107294385 -107294385 1387319704 13653082 847600 12805482 301670 301670 0 3768869 2982027 786842 0 786842 786842 435429363 438142331 -2712968 -2712968 -2712968 0 0 0 0 0 0 0 0 0 PHARMACY 446110 14674658 14674658 CAFETERIA AND DIETARY 517000 4071025 77056 3993969 PARKING 812930 2433655 2433655 1617692 1404173 213519 22797030 1427488980 1379222172 25101019 17822169 551950 551950 0 0 0 14433630 11691240 2742390 0 533004397 429708162 103296235 13937061 11304248 2632813 47663555 40124378 7539177 44652665 37512699 7139966 541413 498058 43355 2024015 336966 1687049 0 861380 861380 0 1353849 1353849 38761160 8421203 30339957 14802873 150294 14652579 11506466 6277807 5228659 40053411 17887226 22166185 0 23895980 15596002 8299978 0 0 3002489 1402924 1599565 26557826 22282514 4275312 0 65963105 55419915 10543190 6449175 1241545 5207630 MEDICAL SUPPLIES 350294161 349861308 432853 0 CONTRACTED SERVICES 35853462 31473110 4380352 HEALTHCARE COST REDUCTION 7870710 7870710 OTHER EXPENSES 45070866 27696623 17374243 1329105599 1069438172 259667427 0 X 20185 19984 162289036 216092909 1388490 1406326 156521451 162488091 0 0 0 0 0 0 36356299 37146539 9285357 12963726 1353665322 700533704 652921396 653131618 0 0 0 0 730519905 783757808 0 0 40095148 55269726 1789397267 1922276727 155065735 186053722 0 0 283333 170000 516716179 408248048 0 0 0 0 163149130 214775778 0 0 309093278 394716033 1144307655 1203963581 X 606856215 661565202 27374029 38652783 10859368 18095161 645089612 718313146 1789397267 1922276727 X 98383381 20087283 -45247130 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 710418 false true 150963 861381 false SCHEDULE C, PART II-B; LINES 1G AND 1I DURING 2016, THE ORGANIZATION PAID OUTSIDE LOBBYING FIRMS A TOTAL OF $456,844 FOR LOBBYING ON A FEDERAL AND STATE LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO CERTAIN SENIOR MANAGEMENT PERSONNEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $253,574 IN 2016. THE ORGANIZATION IS A MEMBER OF THE GREATER NEW YORK HOSPITAL ASSOCIATION, THE AMERICAN HOSPITAL ASSOCIATION, THE NEW JERSEY BUSINESS AND INDUSTRY ASSOCIATION, THE NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS AND THE NEW JERSEY HOSPITAL ASSOCIATION WHICH ALL ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $150,963 IN 2016. THE ORGANIZATION IS A MEMBER OF FAIR SHARE HOSPITALS COLLABORATIVE, INC. TO WHICH IT PAID DUES IN THE AMOUNT OF $37,500 IN 2016. ONE OF THE FUNCTIONS OF FAIR SHARE HOSPITALS COLLABORATIVE, INC. IS TO ENGAGE IN LOBBYING ACTIVITIES PERFORMED ON BEHALF OF ITS MEMBER HOSPITALS. 38233397 1539653 18699337 1724443 56747944 26885204 9646663 11398266 9696736 38233397 36268518 20434595 -6644 29811265 26885204 22724937 17011812 4160154 7628385 36268518 20753028 5962281 1954074 5944446 22724937 0.31890 0.68110 false false 8189348 8189348 762906359 320352865 442553494 7290938 6899586 391352 551088078 368530878 182557200 24190599 4750375 19440224 653131618 LIMITED USE 27572333 F LIMITED USE 72575114 F LIMITED USE 1693403 F USE 3642660 F LIMITED USE 197451 F LIMITED USE 1596 F INDENTURE; LIMITED USE 60381903 F POOLED INVESTMENTS 419229654 F TAX-EXEMPT ORGANIZATION 54961535 F INVESTMENT IN JOINT VENTURES 77749325 F MONEY MARKET FUNDS 61672141 F REAL ESTATE; LIMITED USE 149555 F MARKETABLE EQUITY SECURITIES 51342 F MUTAL FUNDS; LIMITED USE 1859796 F BOND INVESTMENTS 2020000 F 783757808 0 OTHER LIABILITIES 65699473 ACCRUED INTEREST PAYABLE 40464627 ACCRUED EMPLOYEE BENEFITS 279498377 ESTIMATED PROFESSIONAL LIABILITIES 9053556 394716033 X SCHEDULE D, PART V, QUESTION 4 ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. SCHEDULE D, PART X; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN HACKENSACK MERIDIAN HEALTH, INC. AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY NETWORK ("NETWORK"). PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF HACKENSACK MERIDIAN HEALTH, INC. FOR THE SIX-MONTH PERIOD ENDED DECEMBER 31, 2016. THE FOLLOWING DISCLOSURE IS INCLUDED IN THE ORGANIZATION'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF THE 2016 AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): ALL OF THE NOT-FOR-PROFIT ENTITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. Central America and the Caribbean Program Services FINANCIAL VEHICLE 2000000 2000000 2000000 true false true false false false true true X true X true X 500. true true false true true 28770642 2945875 25824767 0.01940 199420309 149983604 49436705 0.03720 228190951 152929479 75261472 0.05660 2295317 306469 1988848 0.00150 42027524 12826641 29200883 0.02200 9159313 5736622 3422691 0.00260 4868004 1352049 3515955 0.00260 737601 737601 0.00060 59087759 20221781 38865978 0.02930 287278710 173151260 114127450 0.08590 true 51135571 7675998 295409090 345778515 -50369425 X true false 3 1 HACKENSACK UNIVERSITY MEDICAL CENTER 30 PROSPECT AVENUE HACKENSACK NJ 07601 WWW.HACKENSACKUMC.ORG 10204 X X X X X X 1 2 HACKENSACKUMC AT PASCACK VALLEY 250 OLD HOOK ROAD WESTWOOD NJ 07675 WWW.HACKENSACKUMCPV.COM 24745 X X X JOINT VENTURE 2 3 HACKENSACKUMC MOUNTAINSIDE ONE BAY AVENUE MONTCLAIR NJ 07042 WWW.MOUNTAINSIDEHOSP.COM 10708 X X X JOINT VENTURE 3 HACKENSACK UNIVERSITY MEDICAL CENTER 1 false false true X X X X X X X X X 16 true true true true X SEE SECTION C X true 16 true SEE SECTION C false true X 200. 500. X X X X X true true X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X true X false false HACKENSACKUMC AT PASCACK VALLEY 2 false false true X X X X X X X X X 16 true true true true X SEE SECTION C X false false false false false false false X false true false false HACKENSACKUMC MOUNTAINSIDE 3 false false true X X X X X X X X X 15 true false true true X SEE SECTION C X false false false false false false false X false true false false SCHEDULE H, PART V, SECTION B, QUESTION 5 HACKENSACKUMC AND HACKENSACKUMC AT PASCACK VALLEY (FACILITY REPORTING GROUPS #1 & #2) -------------------------------------------------------------------- The organizations conducted a community health needs assessment ("CHNA") through the Community Health Improvement Partnership of Bergen County ("CHIP"). A steering committee made up of senior representatives from each hospital that participated in the CHNA and the Bergen County Department of Health Services ("BCDHS") guided this project. An advisory committee, which included additional staff from the participating hospitals and BCDHS, as well as representatives from local health departments and a number of Bergen County's leading health and social service organizations, provided additional input. The combined expertise, knowledge, and commitment of the members of these committees were vital to this project. To solicit input from key informants, those individuals who have a broad interest in the health of the community, an Online Key Informant Survey was implemented as part of this process. A list of recommended participants was provided by the CHIP; this list included names and contact information for physicians, public health representatives, other health professionals, social service providers, and a variety of other community leaders. Potential participants were chosen because of their ability to identify primary concerns of the populations with whom they work, as well as of the community overall. Key informants were contacted by email, introducing the purpose of the survey and providing a link to take the survey online; reminder emails were sent as needed to increase participation. In all, 75 community stakeholders in Bergen County took part in the Online Key Informant Survey, as outlined below: - Bergen County Cancer Education and Early Detection - Bergen County Department of Health Services - Bergen County Department of Human Services - Bergen County School Nurses Association - Bergen County Special Services - Bergen County United Way - Bergen County Youth Services Commission - Bergen Regional Medical Center - Bergen Volunteer Center - Bergenfield/Hackensack Health Departments - Brightview Senior Living - CancerCare - Care Plus Medical Services - Center for Dentistry at HUMC - Children's Aid and Family Services - Christian Health Care Center - Edgewater Office of Public Health/Health Department - Englewood Health Department - Fair Lawn Senior Center - Friends to Friends Community Church - Geriatric Services, Inc. - Gold's Gym - Hackensack University Medical Center - HARP of Hackensack University Medical Center - Healthy Families North Jersey - High Focus Centers - Holy Name Medical Center - Jewish Family Service of Bergen and North Hudson - Metropolitan AME Zion Church - Narcotics Anonymous - North Hudson Community Action Corp Health Center - Northern Valley ADC - Paramus Board of Health and Human Services - Partnership for Maternal and Child Health of North NJ - Pascack Valley Meals on Wheels - Senior Source - Teaneck Health Department/Social Services - Teaneck Police Department - Community Health Improvement Partnership (CHIP) of Bergen County - Valley Health System - Valley Home Care - West Bergen Mental Healthcare Through this process, input was gathered from several individuals whose organizations work with low-income, minority populations or other medically underserved populations. Minority/medically underserved populations represented: African-Americans, Asians, children, day laborers, the disabled, elderly population, foster children, those with high deductibles, Hispanics, the homeless, immigrants, Koreans, residents with low education level, low income residents, Medicare/Medicaid recipients, the mentally ill, MICA clients, Native Americans, non-English speaking persons, obese individuals, students attending schools in low income areas, teenage mothers, undocumented individuals, unemployed residents, the uninsured/underinsured and veterans. In the online survey, key informants were asked to rate the degree to which various health issues are a problem in their own community. Follow-up questions asked them to describe why they identify problem areas as such, and how these might be better addressed. HACKENSACKUMC MOUNTAINSIDE (FACILITY REPORTING GROUP #3) -------------------------------------------------------- Beginning in August 2015, HackensackUMC Mountainside undertook a comprehensive community health needs assessment ("CHNA") to evaluate the health needs of individuals living in the hospital service area within Essex County in New Jersey. The purpose of the assessment was to gather current statistics and qualitative feedback on the key health issues facing county residents. HackensackUMC Mountainside contracted with Holleran, a research firm based in Lancaster, Pennsylvania, to execute this project. The completion of the CHNA enabled HackensackUMC Mountainside to take an in-depth look at its community. The findings from the assessment were utilized by HackensackUMC Mountainside to prioritize public health issues and develop a community health implementation plan focused on meeting community needs. HackensackUMC Mountainside is committed to the people it serves and the communities where they reside. Healthy communities lead to lower health care costs, robust community partnerships, and an overall enhanced quality of life. This CHNA Final Summary Report serves as a compilation of the overall findings of each research component. Community engagement and feedback were an integral part of the CHNA process. HackensackUMC Mountainside sought community input through key informant interviews with community leaders and partners, an online community member survey available to all residents, and inclusion of community leaders in the prioritization and implementation planning process. Public health and health care professionals shared knowledge and expertise about health issues, and leaders and representatives of non-profit and community-based organizations provided insight on the community, including the medically underserved, low income, and minority populations. Key informant participants represented the following: - Alaris Health Center - ARC of Essex County - Bloomfield Health Officer - Bloomfield Volunteer Emergency Squad - Brookdale Shop Rite Mayor of Montclair - COPE Center, Inc. - Councilmen of Glen Ridge - Doctors of Family Medicine - Doctor of Internal Medicine - Gates Manor Nursing Home - HOMEcorp - Homesharing - Human Needs Food Pantry - Job Haines Home - Keils Pharmacy - Lifelong Montclair - Mayor of Glen Ridge - Mayor of Montclair - Montclair Emergency Services for the Homeless - Montclair Health Department - Montclair Neighborhood Development Corporation - Montclair YMCA - Nursing Supervisor of Bloomfield Township - Partners for Health - Public Health Coordinator - Public Health Nurse of Nutley Township - Salvation Army - Township Clerk of Montclair Through this process, input was gathered from several individuals whose organizations work with low-income, minority populations or other medically underserved populations. Minority/medically underserved populations represented: African-Americans, Asians, children, day laborers, the disabled, elderly population, foster children, those with high deductibles, Hispanics, the homeless, immigrants, Koreans, residents with low education level, low income residents, Medicare/Medicaid recipients, the mentally ill, MICA clients, Native Americans, non-English speaking persons, obese individuals, students attending schools in low income areas, teenage mothers, undocumented individuals, unemployed residents, the uninsured/underinsured and veterans. In the online survey, key informants were asked to rate the degree to which various health issues are a problem in their own community. Follow-up questions asked them to describe why they identify problem areas as such, and how these might be better addressed. SCHEDULE H, PART V, SECTION B, QUESTION 6a HACKENSACKUMC AND HACKENSACKUMC AT PASCACK VALLEY (FACILITY REPORTING GROUPS #1 & #2) --------------------------------------------------------------------- The 2016 CHNA for Hackensack University Medical Center and HackensackUMC at Pascack Valley is part of a broader regional assessment made possible through the generous support of Christian Health Care Center (Ramapo Ridge Psychiatric Hospital), Englewood Hospital and Medical Center, Hackensack University Medical Center, HackensackUMC at Pascack Valley, Holy Name Medical Center, and The Valley Hospital. Representatives from each of these hospitals, along with representatives of the Bergen County Department of Health Services ("BCDHS") and the Community Health Improvement Partnership ("CHIP") of Bergen County, worked collaboratively to guide assessments of health needs for Bergen County and for the specific communities served by each hospital. SCHEDULE H, PART V, SECTION B, QUESTION 6b HACKENSACKUMC AND HACKENSACKUMC AT PASCACK VALLEY (FACILITY REPORTING GROUPS #1 & #2) -------------------------------------------------------------------- Key informants, which were representatives of non-hospital faciliites, participated in the CHNA of HackensackUMC and HackensackUMC at Pascack Valley as fully outlined above in the response to Question 5. HACKENSACKUMC MOUNTAINSIDE (FACILITY REPORTING GROUP #3) -------------------------------------------------------- Key informants, which were representatives of non-hospital faciliites, participated in the CHNA of HackensackUMC Mountainside as fully outlined above in the response to Question 5. SCHEDULE H, PART V, SECTION B, QUESTION 7 HACKENSACKUMC (FACILITY REPORTING GROUP #1) ------------------------------------------- http://www.hackensackumc.org/wp-content/uploads/2017/04/2016_PRC_CHNA_Exec utive_Summary_-_HUMC.pdf HACKENSACKUMC AT PASCACK VALLEY (FACILITY REPORTING GROUP #2) ------------------------------------------------------------- http://www.hackensackumcpv.com/assets/24/7/2016_PRC_CHNA_Report_-_Hackensa ckUMC_at_Pascack_Valley.pdf HACKENSACKUMC MOUNTAINSIDE (FACILITY REPORTING GROUP #3) -------------------------------------------------------- http://www.mountainsidehosp.com/assets/39/7/CHNA_2015_Mountainside_Hospita l.pdf SCHEDULE H, PART V, SECTION B, QUESTION 10 HACKENSACKUMC (FACILITY REPORTING GROUP #1) ------------------------------------------- http://www.hackensackumc.org/wp-content/uploads/2017/07/ImplementationStra tegyExecutiveSummary.pdf SCHEDULE H, PART V, SECTION B, QUESTION 11 HACKENSACKUMC (FACILITY REPORTING GROUP #1) ------------------------------------------- Eleven significant health needs were identified in the 2016 CHNA. These needs will be addressed as follows: 1. Access to Healthcare Services: Continue support of the Bergen Volunteer Medical Initiative, Inc.; Continue to subsidize access to quality healthcare for the underserved and economically challenged; Provide culturally appropriate care (ie. Korean Medical Initiative); Continue to partner with local physicians and dentists to offer a dental clinic program; Continue to offer compassionate care program for those without insurance. 2. Diabetes: Continue outreach to the community with a focus on prevention and early diagnosis; Certify two nurses to become certified Diabetes Nurse Educators; Continue to educate the community on diabetes management through the Hackensack Diabetes Management Center; Implement the Stanford Chronic Disease Self-Management program into the community; Continue to participate in outreach programs through health fairs and speaking engagements. 3. Nutrition, Physical Activity & Weight: Continue to offer employee wellness program; Continue to offer corporate wellness programs to the community; Continue to incorporate Matter of Balance Program into offerings at Hackensacks Wellness Center (HARP); Increase nutritional education and programs across the continuum, including kitchen demos at HARP; Increase physical activity education and programs across the continuum; Continue to participate in outreach programs through health fairs and speaking engagements; Continue to participate and sponsor community physical activity offerings. 4. Substance Abuse: Collaborate with other Bergen County providers in cross continuum initiatives; Continue to offer behavioral health education to the community in support of the Stigma Free Initiative; Create protocols in the ER for mental health and substance abuse screenings; Continue to offer Hackensacks Inpatient Unit to those patients who require some medical management in a behavioral health setting; Continue to offer the behavioral health program to promote mental health through diet and exercise with less focus on medication. 5. Mental Health: Collaborate with other Bergen County providers in cross continuum initiatives; Continue to offer behavioral health education to the community in support of the Stigma Free Initiative; Work with Healthy Futures Weight Management Program to administer mental health screenings to participants; Create protocols in the ER for mental health and substance abuse screenings; Provide outreach and screening activities that identify those with depression; Continue to offer Hackensacks Inpatient Unit to those patients who require some medical management in a behavioral health setting; Continue to offer the behavioral health program to promote mental health through diet and exercise with less focus on medication. 6. Cancer Prevention: Provide preventive health screenings and education. 7. Respiratory Diseases: Provide education including stop smoking programs. 8. Dementia including Alzheimers: Provide education. 9. Heart Disease & Stroke: Provide preventive health screenings and education. 10. Immunizations and Infectious Diseases: Continue to provide public health services, including immunizations, through the HARP program. 11. Potentially Disabling Conditions: Provide community education. HACKENSACKUMC AT PASCACK VALLEY (FACILITY REPORTING GROUP #2) ------------------------------------------------------------- Eleven significant health needs were identified in the 2016 CHNA. These needs will be addressed as follows: 1. Access to Healthcare Services: Ensure local access to primary and specialty care. 2. Diabetes: Continue outreach to the community with a focus on prevention and early diagnosis; Continue to educate the community on diabetes management through Be Well lecture series; Implement the Stanford Chronic Disease Self-Management program into the community; Continue to participate in outreach programs through health fairs and speaking engagements. 3. Nutrition, Physical Activity & Weight: Increase nutritional education and programs through Be Well lecture series, Increase physical activity education and programs; Continue to participate in outreach programs through health fairs and speaking engagements; Continue to participate and sponsor community physical activity offerings. 4. Substance Abuse: Collaborate with other Bergen County providers in cross continuum initiatives. 5. Mental Health: Collaborate with other Bergen County providers in cross continuum initiatives. 6. Cancer prevention: Provide preventive health screenings and education through Be Well lecture series. 7. Respiratory Diseases: Pascack Valley believes this community health issue is more fully addressed within the purview of the county and local health departments as well as other community organizations. Pascack Valley has limited resources, services and expertise available to address this issue. 8. Dementia including Alzheimers: Provide education through Be Well lecture series. 9. Heart Disease & Stroke: Provide preventive health screenings and education through Be Well lecture series. 10. Immunizations and Infectious Diseases: Provide education through Be Well lecture series. 11. Potentially Disabling Conditions: Pascack Valley believes this community health issue is more fully addressed within the purview of the county and local health departments as well as other community organizations. Pascack Valley has limited resources, services and expertise available to address this issue. HACKENSACKUMC MOUNTAINSIDE (FACILITY REPORTING GROUP #3) -------------------------------------------------------- Based on feedback from community partners, including health care providers, public health experts, health and human service agencies, and other community representatives, HackensackUMC Mountainside plans to focus community health improvement efforts on the following health priorities over the next three-year cycle: 1. Chronic Disease Management: Goal: Promote health and reduce chronic disease through improved education, awareness and disease prevention Suggested Objectives: - Increase the proportion of adults who receive chronic disease screenings to maximize treatment options - Increase the proportion of adults who participate in behaviors/programs that reduce risk factors for chronic disease Suggested Key Indicators: - Number of health promotion activities targeting high-risk populations - Number of screenings and referrals to address early detection - Number of individuals participating in health education programs - Number/Percentage of patients who report incorporating healthy lifestyle behaviors and techniques and/or increased knowledge of the components of healthy living/lifestyles - Emergency Department/hospital admissions/readmissions for chronic conditions Intended Outcomes: - Increased utilization of generic screening tools that results in positive improvement on health indicators - Adults making more decisions based on health education - Lower rates of obesity, diabetes, and related chronic conditions and decreased health complications - Increased rates of healthy weight in adults through regular exercise and increase fruits, vegetables, and water consumption - Decreased number of ER visits for chronic conditions Existing Community Resources: - Diabetes Clinical Improvement Program - Brookdale SR - Nutley SR - YMCA 2. Mental Health Goal: Improve mental health through education, review of program expansion potentials and collaboration Suggested Objectives: - Increase mental health collaborations throughout Essex County - Create a resource that can be used easily for mental health information, resources, and referrals - Develop campaign messages to promote peer advocates. (Messages may include identifying the indicators of mental illness and local resources available) - Increase the proportion of adults and children with mental health disorders who receive treatment - Increase mental health screenings by primary care providers Suggested Key Indicators: - Community meetings and educational sessions held on the mental health topic - Number of community members and community health volunteers who serve as informal referral agents and mental health champions for increasing awareness - Number/Percentage of Emergency Department patients presenting with mental health - Issues who are transferred to inpatient or outpatient facilities - Number/Percentage of patients successfully referred for mental health services - Number/Percentage of primary care providers screening for and providing mental health treatment or referrals - Number of mental health and/or substance/alcohol abuse community outreach programs conducted and number of participants Intended Outcomes - Increased number of people using a mental health hotline and attending mental health education sessions - Increased number of at-ris SCHEDULE H, PART V, SECTION B, QUESTION 13A HACKENSACKUMC (FACILITY REPORTING GROUP #1) ------------------------------------------- THE FACILITY USES A SLIDING SCALE METHOD TO DETERMINE THE ELIGIBILITY FOR DISCOUNTED CARE. SCHEDULE H, PART V, SECTION B, QUESTION 16 HACKENSACKUMC (FACILITY REPORTING GROUP #1) ------------------------------------------- http://www.hackensackumc.org/patients-visitors/billing-and-insurance/finan ce/ 8 HUMC AMBULATORY CARE CENTER-NORTHERN DIV 795 FRANKLIN AVENUE FRANKLIN LAKES NJ 07417 PRIMARY CARE SERVICES OUTPATIENT ONCOLOGY HUMC MEDICAL ARTS PLAZA 20 PROSPECT AVENUE HACKENSACK NJ 07601 VARIOUS OUTPATIENT HEALTHCARE SERVICES & PHARMACY THE ALFRED M SANZARI MEDICAL ARTS BLDG 360 ESSEX STREET HACKENSACK NJ 07601 VARIOUS OUTPATIENT HEALTHCARE SERVICES JOHN THEURER CANCER CENTER AT HUMC 92 SECOND STREET HACKENSACK NJ 07601 GAMMA KNIFE SERVICES, FIXED CT, LINEAR ACCELERATOR & PHARMACY HACKENSACKUMC FITNESS & WELLNESS CENTER 87 ROUTE 17 NORTH MAYWOOD NJ 07607 PRIMARY CARE HUMC AIR EXPRESS 30 PROSPECT AVENUE HACKENSACK NJ 07601 PRIMARY CARE SERVICES, MOBILE ASTHMA SCREENING SERVICES METROPOLITAN SURGERY CENTER 433 HACKENSACK AVENUE HACKENSACK NJ 07601 VARIOUS OUTPATIENT HEALTHCARE SERVICES HUMCUSP SURGERY CENTERS LLC 30 PROSPECT AVENUE HACKENSACK NJ 07601 VARIOUS OUTPATIENT HEALTHCARE SERVICES 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 FEDERAL POVERTY GUIDELINES ("FPG") (DEPARTMENT OF HEALTH AND SENIOR SERVICES). FEDERAL POVERTY GUIDELINES ARE INCLUDED IN THE CRITERIA FOR DETERMINING ELIGIBILITY FOR CHARITY AND DISCOUNTED CARE. THE FACILITY USES A SLIDING SCALE METHOD TO DETERMINE THE ELIGIBILITY FOR DISCOUNTED CARE. SCHEDULE H, PART I, LINE 6A HACKENSACKUMC IS AN AFFILIATE WITHIN HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. HACKENSACK MERIDIAN HEALTH, INC. ("HMH") IS THE TAX-EXEMPT PARENT OF THE NETWORK. HACKENSACK MERIDIAN HEALTH PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IS MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.HACKENSACKMERIDIANHEALTH.ORG. AT HACKENSACK MERIDIAN, WE RECOGNIZE THAT THE CARE WE PROVIDE THROUGH OUR HOSPITALS AND PARTNER COMPANIES REACHES FAR BEYOND THE BOUNDARIES OF OUR FACILITIES. OUR MISSION TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES WE SERVE IS AT THE HEART OF OUR CHARITABLE ROOTS. COMMUNITY-BASED PREVENTION AND WELLNESS ACTIVITIES WILL PLAY A CRITICAL ROLE IN KEEPING OUR LOCAL COMMUNITIES HEALTHY AND KEEPING HEALTH CARE COSTS DOWN. HACKENSACK MERIDIAN REMAINS COMMITTED TO STRENGTHENING ITS MISSION. HACKENSACK MERIDIAN'S 2016 COMMUNITY BENEFIT REPORT CAN BE FOUND ONLINE AT WWW.HACKENSACKMERIDIANHEALTH.ORG OR BY REQUEST THROUGH ANY ONE OF OUR FACILITIES. SCHEDULE H, PART I, LINE 7 HACKENSACK UNIVERSITY MEDICAL CENTER USES WORKSHEET 2, RATIO OF PATIENT CARE COST TO CHARGES, IN THE IRS FORM 990 SCHEDULE H INSTRUCTIONS TO CALCULATE THE COST TO CHARGE RATIO. SCHEDULE H, PART III, LINE 3 THE METHODOLOGY USED BY THE ORGANIZATION TO ESTIMATE THE AMOUNT OF ITS BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY WAS TO APPLY ITS COST TO CHARGE RATIO TO TOTAL SELF-PAY GROSS CHARGES. SCHEDULE H, PART III, LINE 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM FINANCIAL STATEMENTS, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATION RECEIVED A SIX-MONTH PERIOD AUDITED CONSOLIDATED FINANCIAL STATEMENT. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THESE AUDITED FINANCIAL STATEMENTS OF HACKENSACK MERDIAN HEALTH, INC. Patient Accounts Receivable The process for estimating the ultimate collection of receivables involves significant assumptions and judgments. Account balances are written off against the allowance when management feels it is probable the receivable will not be recovered. The use of historical collection and payor reimbursement experience is an integral part of the estimation process related to reserves for doubtful accounts. Revisions in reserve for doubtful accounts estimates are recorded as an adjustment to bad debt expense. Charity and Uncompensated Care The Network provides care to patients who meet certain criteria defined by the New Jersey Department of Health and Senior Services without charge or at amounts less than its established rates. The Network maintains records to identify and monitor the level of charity care it provides. These records include the amount of charges foregone for services and supplies furnished. The Network receives partial reimbursement for the uncompensated care provided. Of the Networks total consolidated operating expenses reported, estimated costs of $49,554,000 for the six month period ended December 31, 2016 are attributable to providing services to charity patients. The estimated costs of providing charity services are based on a calculation which applies a ratio of cost to charges to the gross uncompensated charges associated with providing care to charity patients. The ratio of cost to charges is calculated based on the Networks total operating expenses, excluding bad debt expense, divided by gross patient service revenue. SCHEDULE H, PART III, LINE 8 THE COSTING METHODOLOGY UTILIZED TO DETERMINE THE MEDICARE ALLOWABLE COSTS WAS THE COST TO CHARGE RATIO AS DERIVED FROM THE 2016 MEDICARE COST REPORT. THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT EXPENSE ARE COMMUNITY BENEFIT EXPENSE AND ASSOCIATED COSTS SHOULD BE INCLUDED WITHIN 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 HACKENSACKUMC'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("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 IRC 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 SECTION 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE INDIGENT OR UNDERPRIVILEGED; 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 THIS STANDARD, A HOSPITAL HAS 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 "REMOVED" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THIS 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 TREASURY REGULATION 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 A 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. ADDITIONALLY, THE AMERICAN HOSPITAL ASSOCIATION ("AHA") OUTLINED IN A LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE CURRENT FORM 990 AND SCHEDULE H, THAT AHA BELIEVES THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT ("TOTAL BENEFITS TO THE COMMUNITY") 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, - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE INDIGENT AND ARE ALSO ELIGIBLE FOR MEDICAID - ALSO KNOWN AS ELIGIBLES.ELIGIBLES ARE AMONG THE SICKEST AND POOREST INDIVIDUALS COVERED BY EITHER MEDICARE OR MEDICAID. MOST DUAL ELIGIBLES ARE VERY LOW-INCOME INDIVIDUALS. IN 2008, 86% OF DUAL ELIGIBLES HAD ANNUAL INCOMES BELOW 150% OF THE FEDERAL POVERTY LEVEL, COMPARED TO 22% OF NON-DUAL MEDICARE BENEFICIARES. ONLY 7% HAD ANNUAL INCOMES GREATER THAN 200% OF THE FEDERAL POVERTY LEVEL. THERE IS A VERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. THE ANNUAL OVERALL MEDICARE UNDERPAYMENTS MUST BE ASSUMED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND INDIGENT. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH AHA AND HACKENSACKUMC BELIEVE THAT PATIENT BAD DEBT EXPENSE 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 ACCOUNTS DETERMINED TO BE BAD DEBT EXPENSE 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 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 INCOME BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING APPLICATION FOR AND ULTIMATE APPROVAL FOR 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 ACCOUNTING 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 THE ORGANIZATION'S 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" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY AHA, DESPITE THE HOSPITALS' BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN HOSPITALS SHOULDER IN SERVING ALL PATIENTS RE SCHEDULE H, PART VI; QUESTION 2 IN ADDITION TO THE INFORMATION REPORTED IN SCHEDULE H, PART V, SECTION B, QUESTIONS 1 THROUGH 12, THE ORGANIZATIONS ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES THEY SERVE AS FOLLOWS: 1. ACCESS TO CARE/SERVICES IS ASSESSED REGULARLY TO IDENTIFY OPPORTUNITIES TO IMPROVE NETWORK ADEQUACY RELATIVE TO THE AVAILABILITY OF MEDICAL MANPOWER AND SITES OF SERVICE; 2. UTILIZATION IS TRACKED BY HACKENSACK MERIDIAN HEALTH ("HMH") OPERATIONAL LEADERS RELATIVE TO CAPACITY AND ABILITY TO ACCOMMODATE DEMAND. WHERE POTENTIAL CAPACITY AND THROUGHPUT CONCERNS ARE IDENTIFIED, FURTHER ASSESSMENTS ARE PERFORMED AND POTENTIAL SOLUTIONS ARE IDENTIFIED; AND 3. FOR KEY SERVICES, HMH HAS DEVELOPED CARE TRANSFORMATION SERVICE TEAMS TO ACCESS SERVICE-SPECIFIC NEEDS AND DEVELOP PLANS TO ADDRESS. SCHEDULE H, PART VI; QUESTION 3 UNDER ITS CHARITY CARE POLICY, HACKENSACKUMC INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE OR LOCAL GOVERNMENT PROGRAMS BY MEETING WITH A HOSPITAL FINANCIAL AID SPECIALIST. THE HOSPITAL FINANCIAL AID SPECIALIST ALSO ANSWERS ALL INCOMING CALLS AND MAILS OUT THE NEW JERSEY HOSPITAL CARE BROCHURES UPON REQUEST. THE HOSPITAL FINANCIAL AID RECEPTIONIST WILL PROCESS ALL REQUESTS FOR CHARITY CARE FROM PROSPECTIVE APPLICANTS AND SECURE THE PROPER DOCUMENTATION THAT FOLLOWS THE STATE DEPARTMENT OF HEALTH GUIDELINES FOR FINANCIAL ASSISTANCE. ONCE APPROVED BASED ON INCOME/ASSET GUIDELINES, THEY WILL PREPARE A DETERMINATION OF CHARITY CARE NOTICE BASED ON THE RESULTS OF THE CALCULATIONS AND SEND IT TO THE PATIENT. SCHEDULE H, PART VI; QUESTION 4 HACKENSACKUMC DEFINES ITS PRIMARY SERVICE AREA FOR INPATIENTS ("PSA") AS BERGEN COUNTY, ITS SECONDARY SERVICE AREA ("SSA") AS PASSAIC AND HUDSON COUNTIES, AND ITS TERTIARY SERVICE AREA ("TSA") AS OTHER COUNTIES IN NEW JERSEY AND CERTAIN COUNTIES IN NEW YORK AND PENNSYLVANIA. BERGEN COUNTY ------------- POPULATION, 2016: 939,151 UNDER 5 YEARS OF AGE, 2016: 5.3% UNDER 18 YEARS OF AGE, 2016: 21.4% 65 YEARS OLD AND OVER, 2016: 16.5% PERSONS BELOW POVERTY LEVEL, 2011-2015: 7.1% MEDIAN HOUSEHOLD INCOME, 2011-2015: $85,806 RACIAL COMPOSITION, 2016: WHITE: 57.1% AFRICAN AMERICAN: 7.1% ASIAN: 16.7% HISPANIC OR LATINO ORIGIN: 18.6% OTHER: 0.5% PASSAIC COUNTY -------------- POPULATION, 2016: 507,945 UNDER 5 YEARS OF AGE, 2016: 6.8% UNDER 18 YEARS OF AGE, 2016: 24.1% 65 YEARS OLD AND OVER, 2016: 13.7% PERSONS BELOW POVERTY LEVEL, 2011-2015: 17.3% MEDIAN HOUSEHOLD INCOME, 2011-2015: $59,739 RACIAL COMPOSITION, 2016: WHITE: 41.7% AFRICAN AMERICAN: 15.2% ASIAN: 5.8% HISPANIC OR LATINO ORIGIN: 35.6% OTHER: 1.7% HUDSON COUNTY ------------- POPULATION, 2016: 677,983 UNDER 5 YEARS OF AGE, 2016: 6.9% UNDER 18 YEARS OF AGE, 2016: 20.5% 65 YEARS OLD AND OVER, 2016: 11.0% PERSONS BELOW POVERTY LEVEL, 2011-2015: 17.7% MEDIAN HOUSEHOLD INCOME, 2011-2015: $59,741 RACIAL COMPOSITION, 2016: WHITE: 28.9% AFRICAN AMERICAN: 15.0% ASIAN: 15.9% HISPANIC OR LATINO ORIGIN: 38.8% OTHER: 1.4% A CONSISTENT GOAL OF HACKENSACKUMC OVER THE PAST TWO DECADES HAS BEEN TO REDUCE OUTMIGRATION OF PSA AND SSA PATIENTS TO HOSPITALS IN NEW YORK CITY. ALTHOUGH HACKENSACKUMC HAS EXPERIENCED A REDUCTION IN OUTMIGRATION AND INCREASED PSA AND SSA ADMISSIONS, THE CONTINUING REDUCTION OF OUTMIGRATION REMAINS A LONG-TERM OBJECTIVE. SCHEDULE H, PART VI; QUESTION 5 THIS ORGANIZATION OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. THE ORGANIZATION PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2. THE ORGANIZATION OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. THE ORGANIZATION MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF THE ORGANIZATION RESTS WITH ITS BOARD OF GOVERNORS; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. PLEASE REFER TO SCHEDULE O FOR THE NETWORK'S CHARITY CARE COMMUNITY BENEFIT STATEMENT FOR ADDITIONAL INFORMATION ON HOW HACKENSACKUMC AND THE NETWORK PROMOTE COMMUNITY HEALTH. SCHEDULE H, PART VI; QUESTION 6 HACKENSACK MERIDIAN HEALTH, INC. ("HMH") IS THE TAX-EXEMPT PARENT OF HACKENSACK MERIDIAN HEALTH ("NETWORK"). THIS INTEGRATED HEALTHCARE DELIVERY NETWORK CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER HMH OR ANOTHER NETWORK AFFILIATE CONTROLLED BY HMH. THE NETWORK IS AN INTEGRATED NETWORK OF HEALTHCARE PROVIDERS THROUGHOUT NEW JERSEY. HMH IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). AS THE PARENT ORGANIZATION OF A LARGE TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK IN NEW JERSEY, HMH STRIVES TO CONTINUALLY DEVELOP AND OPERATE A MULTI-HOSPITAL HEALTHCARE NETWORK WHICH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT THROUGH THE PROVISION OF A COMPREHENSIVE SPECTRUM OF HEALTHCARE SERVICES TO THE RESIDENTS OF NEW JERSEY. HMH ENSURES THAT ITS NETWORK PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. THE NETWORK'S ACTIVE HOSPITALS INCLUDE: - HACKENSACK UNIVERSITY MEDICAL CENTER, - JERSEY SHORE UNIVERSITY MEDICAL CENTER, - RIVERVIEW MEDICAL CENTER, - OCEAN MEDICAL CENTER, - SOUTHERN OCEAN MEDICAL CENTER, - BAYSHORE COMMUNITY HOSPITAL, - K. HOVNANIAN CHILDREN'S HOSPITAL, - RARITAN BAY MEDICAL CENTER, AND - PALISADES MEDICAL CENTER, INC. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. PLEASE REFER TO SCHEDULE R FOR A LISTING OF ALL AFFILIATED ORGANIZATIONS. SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS FILED WITH THE STATE OF NEW JERSEY. HACKENSACK MERIDIAN HEALTH PREPARES AN ANNUAL COMMUNITY BENEFIT REPORT WHICH IT MAKES AVAILABLE TO THE PUBLIC ON ITS WEBSITE: WWW.HACKENSACKMERIDIANHEALTH.ORG. SCHEDULE H, PART VI PLEASE NOTE THAT MOUNTAINSIDE HOSPITAL ("MH") AND PASCACK VALLEY HOSPITAL ("PVH") ARE BOTH HOSPITAL FACILITIES LISTED IN SCHEDULE H, PART V, SECTION A AND ARE SUBSTANTIALLY RELATED ENTITIES OF HACKENSACK UNIVERSITY MEDICAL CENTER ("HACKENSACKUMC"). HACKENSACKUMC HOLDS A 20% MEMBERSHIP INTEREST IN MH AND A 35% MEMBERSHIP INTEREST IN PVH. THE REMAINING MEMBERSHIP INTERESTS ARE HELD BY AN UNRELATED FOR-PROFIT CORPORATION. THE ORGANIZATIONS EACH ADOPTED ITS CHNA, HOWEVER, IT WAS DISCOVERED DURING THE PREPARATION OF THIS TAX RETURN THAT THEIR IMPLEMENTATION PLANS WERE NOT APPROVED BY THEIR BOARDS OF TRUSTEES. THIS WAS AN OVERSIGHT AND WILL BE CORRECTED AT EACH OF THEIR NEXT BOARD MEETINGS BEFORE THE END OF 2017. PLEASE ALSO NOTE THAT IN PREPARATION OF THIS FORM 990, SCHEDULE H IT WAS DISCOVERED THAT MH AND PVH HAVE NOT ADOPTED AND POSTED A FINANCIAL ASSISTANCE POLICY ("FAP") AND FAP PLAIN LANGUAGE SUMMARY ON THEIR RESPECTIVE WEBSITES. HACKENSACKUMC HAS BEEN WORKING IN CONJUNCTION WITH THE GOVERNING BODIES OF MH AND PVH TO FINALIZE AND ADOPT A FAP, PLAIN LANGUAGE SUMMARY AND APPLICATION FOR FINANCIAL ASSISTANCE THAT MEET THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(R)(4), (5) AND (6). THESE DOCUMENTS WILL BE ADOPTED BY AUTHORIZED BODIES OF MH AND PVH, RESPECTIVELY, AND POSTED IN 2017. true Adler Aphasia Center 60 West Hunter Avenue Maywood NJ 07607 020687863 501(C)(3) 10000 SPONSORSHIP American Heart Association 1 Union Street Suite 301 Robbinsville NJ 086914183 135613797 501(C)(3) 7500 SPONSORSHIP Arthritis Foundation NJ Chapter 555 Route 1 South Suite 220 Iselin NJ 088302000 581341679 501(C)(3) 22500 SPONSORSHIP Bergen Volunteer Medical Initiative Inc 241 Moore Street 101 Hackensack NJ 07601 202633437 501(C)(3) 15000 SPONSORSHIP Borough of Maywood 15 Park Ave Maywood NJ 07607 226002067 501(C)(3) 5250 SPONSORSHIP Carl Inserra Leukemia Fund 20 Ridge Road Mahwah NJ 07430 204025605 501(C)(3) 10000 SPONSORSHIP Festival of Ballooning Inc 363 Route 46 West Suite 200 Fairfield NJ 07004 229255546 501(C)(3) 7500 SPONSORSHIP Gregory M Hirsch Memorial Foundation 304 Farnham Avenue Lodi NJ 07644 202691459 501(C)(3) 7500 SPONSORSHIP Hudson Riverfront Performing Arts Center 1200 Harbor Boulevard 1st Foor Weehawken NJ 07086 270022918 501(C)(3) 10000 SPONSORSHIP Korean American Association of New Jersey 21 Grand Ave 216-B 2nd Floor Palisades Park NJ 07650 223782785 501(C)(3) 10000 SPONSORSHIP Kula For Karma 19 Charlden Drive Saddle River NJ 07458 113819369 501(C)(3) 10000 SPONSORSHIP Morris Arts 14 Maple Avenue Suite 301 Morristown NJ 07960 222012936 501(C)(3) 10000 SPONSORSHIP New Jersey Symphony Orchestra 60 Park Place 9th Floor Newark NJ 07102 221559422 501(C)(3) 27500 SPONSORSHIP NJ Sharing Network Foundation 691 Central Ave New Providence NJ 07974 202737719 501(C)(3) 15000 SPONSORSHIP Partners for Health Inc 54 Plymouth Street Montclair NJ 07042 223122804 501(C)(3) 10000 SPONSORSHIP Rutgers Institute for Ethical Leadership 1 Washington Park Newark NJ 07102 226001086 501(C)(3) 15000 SPONSORSHIP TABLE TO TABLE INC PO Box 1051 Englewood Cliffs NJ 07632 475044176 501(C)(3) 10000 SPONSORSHIP The National Trust for Scotland 45 School Street Boston MA 02108 043511088 501(C)(3) 7500 SPONSORSHIP Tom Coughlin Jay Fund Foundation 232 Madison Ave Suite 1107 New York NY 10016 593426937 501(C)(3) 10000 SPONSORSHIP Nigerian Healthcare Foundation 453 Colfax Road Wayne NJ 07470 223838624 501(C)(3) 15000 SPONSORSHIP American Diabetes Association 1160 Route 22 East Suite 103 Bridgewater NJ 08880 541734511 501(C)(3) 7500 SPONSORSHIP American Sustainable Business Council 1401 New York Ave NW Suite 1225 Washington DC 20005 452387029 501(C)(3) 5500 SPONSORSHIP Edward J III Excellence in Medicine Fdn 100 Franklin Corner Road Lawrenceville NJ 08648 208498347 501(C)(3) 10000 SPONSORSHIP Hackensack Riverkeeper Inc 231 Main Street Hackensack NJ 07601 223530496 501(C)(3) 10000 SPONSORSHIP Immaculate Heart Academy 500 Van Emburgh Avenue Washington Township NJ 07676 221772258 501(C)(3) 25000 SPONSORSHIP Jewish Federation of Northern New Jersey 50 Eisenhower Drive Paramus NJ 07652 201195592 501(C)(3) 12500 SPONSORSHIP Junior Achievement of New Jersey Inc 4365 Route 1 South Suite 201 Princeton NJ 08540 221774147 501(C)(3) 8000 SPONSORSHIP Main Street Business Alliance Inc 238 Main Street Suite 110 Hackensack NJ 07601 421614841 501(C)(3) 6400 SPONSORSHIP New Jersey Hospital Association PO Box 828709 Philadelphia PA 191828709 951903935 501(C)(3) 10300 SPONSORSHIP New York Botanical Garden 2900 Southern Boulevard Bronx NY 10458 131693134 501(C)(3) 7500 SPONSORSHIP Newark Boys Chorus School 1016 Broad Street Newark NJ 07102 221893378 501(C)(3) 25000 SPONSORSHIP Pace University 1 Pace Plaza New York NY 10038 135562314 501(C)(3) 20000 SPONSORSHIP Palisades Medical Center Foundation 7600 River Road North Bergen NJ 07047 221487278 501(C)(3) 13000 SPONSORSHIP Professional Sports Publications 519 8th Avenue Floor 25 New York NY 10018 061309165 501(C)(3) 14000 SPONSORSHIP Seton Hall University 400 South Orange Ave South Orange NJ 07079 221500645 501(C)(3) 10000 SPONSORSHIP Summit Medical Group Foundation 1 Diamond Hill Road Berkeley Heights NJ 07922 463355413 501(C)(3) 15000 SPONSORSHIP The Breast Cancer Research Foundation 60 East 56th Street 8th Floor New York NY 10022 133727250 501(C)(3) 20000 SPONSORSHIP United Hospital Fund 1411 Broadway 12th Floor New York NY 10018 131562656 501(C)(3) 15000 SPONSORSHIP Victor Cruz Foundation Inc 5 The Crossing North Caldwell NJ 07006 352440982 501(C)(3) 10000 SPONSORSHIP World Economic Forum 3 E 54th Street Floor 18 New York NY 10022 203908371 501(C)(6) 27000 CONFERENCE 39 1 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 X X true true X X X X false true false false false false false true false IHOR S SAWCZUK MD PRESIDENT - GOVERNOR 1394939 0 344000 0 287917 0 198515 0 21585 0 2246956 0 163300 0 ROBERT C GARRETT GOVERNOR - CO-CEO 1589159 0 1402800 0 925582 0 556064 0 27181 0 4500786 0 479800 0 JOHN K LLOYD FACHE GOVERNOR - CO-CEO 0 1390649 0 1596694 0 116616 0 788838 0 33939 0 3926736 0 700000 PRANAYCHANDRA J VAIDYA MD GOVERNOR 0 522730 0 20379 0 21585 0 53991 0 16869 0 635554 0 0 HORMOZ ASHTYANI MD GOVERNOR; EX-OFFICIO 343623 0 15697 0 21399 0 117427 0 1800 0 499946 0 0 0 STEVEN G LITTLESON PRES, HOSPITALS SVCS DIV, COO 0 809565 0 289000 0 260884 0 188049 0 31964 0 1579462 0 0 ROBERT L GLENNING PRES, FINANCIAL SVCS DIV, CFO 1029989 0 501700 0 457464 0 286913 0 31308 0 2307374 0 148425 0 ANDREW L PECORA MD PRES, PHYS. SVCS DIV, CIO 927743 0 367500 0 55252 0 67151 0 1800 0 1419446 0 100000 0 AUDREY C MURPHY RN ESQ EVP, GENERAL COUNSEL, HOSPITAL 577822 0 284300 0 287009 0 155223 0 32133 0 1336487 0 84405 0 NANCY R CORCORAN-DAVIDOFF EVP, CHIEF EXPERIENCE OFFICER 508381 0 258700 0 293196 0 206465 0 17069 0 1283811 0 76740 0 PATRICK YOUNG PRES, POP HEALTH SOLUTIONS 0 646213 0 235300 0 90812 0 7950 0 32139 0 1012414 0 0 SHERRIE STRING EVP, CHIEF HR OFFICER 0 470220 0 130000 0 256996 0 9275 0 24608 0 891099 0 0 ANN B GAVZY ESQ EVP, GENERAL COUNSEL, NETWORK 0 516037 0 150000 0 161601 0 145097 0 7325 0 980060 0 0 JAMES BLAZAR EVP, CHIEF STRATEGY OFFICER 616614 0 25000 0 58649 0 114675 0 23886 0 838824 0 0 0 JOSEPH E PARRILLO MD CHAIRMAN HVH 1246650 0 120000 0 106320 0 9275 0 21469 0 1503714 0 0 0 DIANNE A AROH EVP,CHIEF CLIN & PAT CARE OFF. 586555 0 296200 0 186460 0 44928 0 3105 0 1117248 0 88485 0 MARK D SPARTA EVP, CLINICAL OPERATIONS 599751 0 235700 0 144140 0 107481 0 31308 0 1118380 0 76785 0 JEFFREY R BOSCAMP MD VP/CAO & CHAIR, PEDIATRICS 678889 0 94500 0 56718 0 224859 0 4350 0 1059316 0 0 0 JON M FITZGERALD CHIEF DEV. OFFICER, HUMC 468267 0 321400 0 28598 0 88757 0 34458 0 941480 0 71250 0 SCHEDULE J, PART I; QUESTION 1 THE ORGANIZATION'S CURRENT EXECUTIVE VICE PRESIDENT AND CHIEF STRATEGY OFFICER OF HACKENSACK MERIDIAN HEALTH, JAMES BLAZAR, RELOCATED TO THE STATE OF NEW JERSEY FOR HACKENSACK UNIVERSITY MEDICAL CENTER WORK PURPOSES. IN ORDER TO FACILITATE THE RELOCATION OF HIS PRIMARY RESIDENCE, THE ORGANIZATION PROVIDED HIM WITH A HOUSING ALLOWANCE IN THE AMOUNT OF $21,455 WHICH WAS INCLUDED IN HIS 2016 FORM W-2 AS TAXABLE WAGES. HACKENSACK MERIDIAN HEALTH ("HMH") USES AN AGENCY THAT ADMINISTERS HMH'S TRAVEL POLICY WHEN IT BOOKS TRAVEL FOR BUSINESS PURPOSES. HMH'S POLICY ALLOWS FOR BUSINESS CLASS TRAVEL IF THE TRAVEL SEGMENT EXCEEDS TEN HOURS OF SCHEDULED FLYING TIME. THIS AFFORDS THE TRAVELER THE ABILITY TO WORK ON CONFIDENTIAL HMH RELATED BUSINESS DURING TRAVEL TIME. UNLIKE BUSINESS CLASS, TRAVELING COACH DOES NOT PROVIDE THE EXECUTIVE WITH A REASONABLE MEANS TO WORK ON HMH BUSINESS DURING TRAVEL TIME. SOME AIRCRAFT HAVE ONLY TWO CABIN CLASSES, COACH AND BUSINESS CLASS, AND THERE IS NO INTERMEDIATE CLASS. BUSINESS CLASS IS THE UPGRADE FROM COACH. ON JULY 1, 2016, MERIDIAN HEALTH SYTEM, INC. AND HACKENSACK UNIVERSITY HEALTH NETWORK MERGED, CREATING ONE INTEGRATED HEALTHCARE DELIVERY NETWORK KNOWN AS HACKENSACK MERIDIAN HEALTH TO BETTER MEET THE NEEDS OF MANY NEW JERSEY COMMUNITIES. IN ORDER TO SUPPORT THE INTEGRATION OF THE NEWLY FORMED HEALTH NETWORK, THE ORGANIZATION HELD TEAM BUILDING ACTIVITIES FOR ITS COMBINED BOARD OF TRUSTEE MEMBERS AND OFFICERS TO WHICH THE SPOUSES WERE EXPECTED TO ATTEND. SCHEDULE J, PART I; QUESTION 3 PLEASE REFER TO OUR RESPONSE TO CORE FORM, PART VI, QUESTION 15B INCLUDED IN SCHEDULE O. SCHEDULE J, PART I; QUESTION 4B THE ORGANIZATION PROVIDED A SUPPLEMENTAL RETIREMENT PLAN FOR EXECUTIVE EMPLOYEES THAT CONTINUED THE QUALIFIED PENSION PLAN FORMULA AS TO COMPENSATION THAT EXCEEDED THE AMOUNT OF COMPENSATION THAT COULD BE CONSIDERED UNDER THE QUALIFIED PENSION PLAN. ALL PARTICIPATING EXECUTIVE EMPLOYEES RECEIVED A BENEFIT UNDER THE SUPPLEMENTAL PLAN THAT RELATED TO THE EXECUTIVE'S ENTIRE PERIOD OF SERVICE FOR THE ORGANIZATION, WHILE THE VALUE IN ANY ONE YEAR WOULD VARY GREATLY BASED ON FACTORS SUCH AS INTEREST RATES AND THE EMPLOYEE'S AGE. Please note that this plan was frozen as of december 31, 2010. THE AMOUNT REFLECTED IN COLUMN B(II) FOR JOHN K. LLOYD, FACHE INCLUDES A RETENTION BONUS IN THE AMOUNT OF $780,694 WHICH IS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THIS AMOUNT WAS INCLUDED IN HIS 2016 FORM W-2 AS TAXABLE WAGES. THE AMOUNTS REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") 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 AS TAXABLE WAGES: IHOR S. SAWCZUK, M.D., $227,386; ROBERT C. GARRETT, $562,700; STEVEN G. LITTLESON, $242,781; ROBERT L. GLENNING, $298,134; ANDREW L. PECORA, M.D., $47,404; AUDREY C. MURPHY, RN, ESQ., $186,950; NANCY R. CORCORAN-DAVIDOFF, $205,830; PATRICK YOUNG, $52,260; SHERRIE STRING, $230,495; ANN B. GAVZY, ESQ., $142,906; JOSEPH E. PARRILLO, M.D., $87,500; DIANNE A. AROH, $91,565; MARK D. SPARTA, $68,584 AND JEFFREY R. BOSCAMP, M.D., $24,896. 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 AS TAXABLE WAGES: ROBERT C. GARRETT, $183,600; ROBERT L. GLENNING, $120,504; AUDREY C. MURPHY, RN, ESQ., $64,512; NANCY R. CORCORAN-DAVIDOFF, $51,852; DIANNE A. AROH, $61,260 AND MARK SPARTA, $41,728 (NEW FLEX PLAN). THE AMOUNTS REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A KEY EMPLOYEE SHARE OPTION PLAN ("KEYSOP") 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 AS TAXABLE WAGES: IHOR S. SAWCZUK, M.D., $14,088; ROBERT C. GARRETT, $57,346; HORMOZ ASHTYANI, M.D., $4,320, AND JEFFREY R. BOSCAMP, M.D., $6,341. THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES INTEREST EARNED ON SPECIAL CEO COMPENSATION PREVIOUSLY DEFERRED AND PAID IN 2016. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN THE INDIVIDUAL'S 2016 FORM W-2 AS TAXABLE WAGES: ROBERT C. GARRETT, $84,556. THE ORGANIZATION, ON JANUARY 1, 2011, INSTITUTED A DEFERRED COMPENSATION PROGRAM UNDER INTERNAL REVENUE CODE SECTION 401(A) WHEREIN THE ORGANIZATION MATCHES 2% OF AN INDIVIDUAL'S SALARY UP TO A MAXIMUM OF $5,300. THE MATCH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE AMOUNTS WERE NOT INCLUDED IN CERTAIN INDIVIDUALS' 2016 FORM W-2 AS TAXABLE WAGES. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN COLUMN (C) FOR ROBERT C. GARRETT INCLUDES A RETENTION BONUS IN THE AMOUNT OF $250,000 WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, MR. GARRETT MAY NEVER RECEIVE THIS BENEFIT. THIS AMOUNT WAS NOT INCLUDED IN HIS 2016 FORM W-2 AS TAXABLE WAGES. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE INTEREST CREDITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") 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 AS TAXABLE WAGES: JOHN K. LLOYD, FACHE, $722,495; STEVEN G. LITTLESON, $152,227 AND ANN B. GAVZY, ESQ., $107,581. 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 THE UNVESTED BENEFITS. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN THESE INDIVIDUAL'S 2016 FORM W-2 AS TAXABLE MEDICARE WAGES: IHOR S. SAWZUK, M.D., $95,518; ROBERT C. GARRETT, $182,141; ROBERT L. GLENNING, $18,808; ANDREW L. PECORA, M.D., $33,168; AUDREY C. MURPHY, RN, ESQ., $49,356; NANCY R. CORCORAN-DAVIDOFF, $62,931; JAMES BLAZAR, $110,700; DIANNE A. AROH, $24,695; MARK D. SPARTA, $19,124; JEFFREY R. BOSCAMP, M.D., $90,463; AND JON M. FITZGERALD, $79,482 (OLD AND NEW SERP PLANS). SCHEDULE J, PART I; QUESTION 7 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, BOXES 1 AND 5, AS TAXABLE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II; COLUMN F THE AMOUNTS REPORTED IN COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT BENEFITS IN A LONG-TERM INCENTIVE PLAN THAT BECAME TAXABLE IN 2016 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2016 FORM W-2 AS TAXABLE WAGES: IHOR S. SAWCZUK, M.D., $163,300; ROBERT C. GARRETT, $229,800; ROBERT L. GLENNING, $148,425; AUDREY C. MURPHY, R.N., ESQ., $84,405; NANCY R. CORCORAN-DAVIDOFF, $76,740; DIANNE A. AROH, $88,485; MARK D. SPARTA, $76,785; AND JON M. FITZGERALD, $71,250. THE AMOUNTS REPORTED IN COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT A RETENTION BONUS THAT BECAME TAXABLE IN 2016 BECAUSE IT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WAS REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2016 FORM W-2 AS TAXABLE WAGES: JOHN K. LLOYD, FACHE, $700,000 AND ANDREW L. PECORA, M.D., $100,000. THE AMOUNT REPORTED IN COLUMN (F) FOR THE FOLLOWING INDIVIDUAL REPRESENTS SPECIAL DEFERRED CEO COMPENSATION THAT BECAME TAXABLE IN 2016 BECAUSE IT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WAS REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION. THIS AMOUNT WAS TREATED AS TAXABLE INCOME AND REPORTED ON THE INDIVIDUAL'S 2016 FORM W-2 AS TAXABLE WAGES: ROBERT C. GARRETT, $250,000. A NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FVG5 2008-04-10 247730070 SEE PART VI false false false B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FE58 2010-08-26 87176297 SEE PART VI false false false C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FL92 2010-10-26 124878430 SEE PART VI true false false D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 2015-08-12 84000000 SEE PART VI false false false A 33445000 0 249429933 16950138 11369993 0 2405194 5430771 0 66509711 146764126 0 2010 true false true true B 21930000 0 87176297 5388581 0 0 1287851 1165808 0 0 79334057 0 2010 true false true true C 26800000 58440000 124878430 0 0 0 1615900 899571 0 0 122362959 0 2010 true false true true D 0 0 84000000 0 0 0 325733 0 0 83674267 0 0 2015 true false true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false false false 0 false 0 false true B false false false 0 false 0 false true C false false false 0 false 0 false true D false false false 0 false 0 false true A true B true C true D true SCHEDULE K A PORTION OF THE PROCEEDS OF THE SERIES 2008 BONDS WAS APPLIED TO REFUND THE SERIES 2004 BONDS OUTSTANDING IN THE AGGREGATE PRINCIPAL AMOUNT OF $146,900,000. PROCEEDS USED WERE $146,764,126. A PORTION OF THE PROCEEDS OF THE SERIES 2008 BONDS, TOGETHER WITH CAPITAL CAMPAIGN FUNDS AND OTHER DOLLARS AVAILABLE TO THE INSTITUTION HAS BEEN APPLIED TO CONSTRUCT THE CANCER CENTER PROJECT. THE CANCER CENTER PORTION OF THE PROJECT IS A FOUR FLOOR, ENVIRONMENTALLY AND ENERGY CERTIFIED, 155,000 GROSS SQUARE FOOT AMBULATORY CARE BUILDING ON A 1.4 ACRE SITE ACROSS THE STREET FROM THE INSTITUTION'S MAIN CAMPUS AT THE NORTHEAST CORNER OF ATLANTIC AND SECOND STREETS IN HACKENSACK. THE PROJECT ALSO INCLUDES A 975 CAR PARKING GARAGE ON A 2.6 ACRE SITE ON THE ADJACENT BLOCK AT THE NORTHWEST CORNER OF THE SAME INTERSECTION AS THE CANCER CENTER. PEDESTRIAN BRIDGES CONNECT THE CANCER CENTER TO THE MAIN HOSPITAL CAMPUS THROUGH THE PARKING GARAGE. CONSTRUCTION OF THE PROJECT BEGAN IN APRIL 2008. THE PARKING GARAGE OPENED IN NOVEMBER OF 2009. THE CANCER CENTER OPENED IN JANUARY OF 2011. THE DIFFERENCE BETWEEN THE ISSUE PRICE OF $247,730,070 AND TOTAL PROCEEDS OF $249,429,933 OF THE SERIES 2008 BONDS CONSISTS OF CAPITALIZED INTEREST AND CONSTRUCTION FUND DIVIDEND. PROCEEDS OF THE SERIES 2008 BONDS ARE APPLIED TO: (I) ACQUIRE MEDICAL AND OTHER EQUIPMENT AT ITS FACILITIES; (II) PAY CAPITALIZED INTEREST ON A PORTION OF THE SERIES 2008 BONDS; (III) FUND THE DEBT SERVICE RESERVE FUND; AND (IV) PAY COSTS OF ISSUANCE OF THE SERIES 2008 BONDS INCLUDING THE PREMIUM FOR THE BOND INSURANCE POLICY SECURING A PORTION OF THE SERIES 2008 BONDS. THE PROCEEDS OF THE SERIES 2010 BONDS ARE APPLIED TO REFUND ALL OF THE SERIES 2000 BONDS AND A PORTION OF THE SERIES 1997 BONDS OUTSTANDING IN THE AGGREGATE PRINCIPAL AMOUNT OF $86,735,000. PROCEEDS OF THE SERIES 2010 BONDS WERE ALSO APPLIED TO: (I) FUND THE DEBT SERVICE RESERVE FUND AND (II) PAY COSTS OF ISSUANCE OF THE SERIES 2010 BONDS. THE PROCEEDS OF THE SERIES 2010B BONDS ARE APPLIED TOGETHER WITH OTHER AVAILABLE MONIES TO REFUND ALL OF THE SERIES 1998 BONDS OUTSTANDING IN THE AGGREGATE PRINCIPAL AMOUNT OF $126,140,000. PROCEEDS OF THE SERIES 2010B BONDS WERE ALSO APPLIED TO PAY COSTS OF ISSUANCE AND CREDIT ENHANCEMENT OF THE SERIES 2010B BONDS. Prior to August 2015, the Medical Center leased a medical office building and its adjoining parking garage on the Medical Centers property from an unrelated entity ("the lessor"). The lessor entity agreed to sell the building and parking garage free and clear of the existing mortgage debt to the Medical Center for a price of $116.0 million. In August 2015, the Medical Center entered into two loans (Series 2015A and Series 2015B) to finance the purchase of the building and garage. Both notes are obligations under the Master Trust Indenture. The Series 2015A is an $84.0 million tax-exempt loan issued under the New Jersey Health Care Facilities Financing Authority. The Series 2015B is a $36.0 million taxable bank loan. The loans carry a combined blended rate of 2.63% and both loans will carry the same payment terms on a fixed basis for a 10-year term with 25-year amortization. AMI P VAIDYA FAMILY MEMBER OF GOVERNOR 304261 HACKENSACKUMC EMPLOYEE false MARY P DONNALLEY FAMILY MEMBER OF KEY EMPLOYEE 119547 HACKENSACKUMC EMPLOYEE false THERESA M EBEL FAMILY MEMBER OF KEY EMPLOYEE 181052 HACKENSACKUMC EMPLOYEE false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS COMMUNITY BENEFIT STATEMENT =========================== Hackensack Meridian Health, Inc. is a non-profit health care organization and is the sole corporate member of various health care-related organizations, the majority of which are tax-exempt entities. The Internal Revenue Service ("IRS") has recognized Hackensack Meridian Health, Inc. as being a tax-exempt organization under Internal Revenue Code ("IRC") Section 501(c)(3). Hackensack Meridian Health, Inc. and its subsidiaries and controlled entities (the "Network") comprise an integrated health care delivery system. The Network is incorporated as a New Jersey non-profit corporation established to promote and carry out charitable, scientific, academic and research activities and was created as a result of the merger of Hackensack University Health Network, Inc. and Meridian Health System, Inc., the surviving parent entity, which was renamed Hackensack Meridian Health, on July 1, 2016. The Network operates an extensive acute care hospital system which consists of two academic medical centers (which include two childrens hospitals and a cancer center), and seven community hospitals, including Hackensack University Medical Center ("HackensackUMC"). Located in Hackensack, New Jersey, HackensackUMC is an academic medical center and the largest stand-alone medical center in the state with 775 beds. HackensackUMC includes the Joseph M. Sanzari Childrens Hospital, the Donna A. Sanzari Womens Hospital, the John Theurer Cancer Center, and the Heart and Vascular Hospital. The hospital is recognized by the IRS as an IRC Section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, the hospital provides medically necessary health care services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin religion or ability to pay. Moreover, the hospital operates consistently with the following criteria outlined in IRS Revenue Ruling 69-545: 1) the hospital provides medically necessary health care services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2) the hospital operates an active emergency department for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3) the hospital maintains an open medical staff, with privileges available to all qualified physicians; 4) control of the hospital rests with its board of directors; which is comprised of independent civic leaders and other prominent members of the community; and 5) surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care, programs and activities. During 2012, Hackensack University Medical Center entered into two separate joint ventures with an unrelated entity. Under the first joint venture arrangement, entered into on March 23, 2012, Hackensack University Medical Center contributed the existing property and equipment of the former Pascack Valley Hospital campus for a 35% interest in the joint venture. Under the second joint venture, entered into on July 1, 2012, Hackensack University Medical Center purchased a 20% ownership interest in Mountainside Hospital. Behavioral Health ================= Behavioral Health aligns a broad range of specialty behavioral health services across the network and centers of excellence in areas such as mood disorders, child and adolescent behavioral health disorders, integrated medical and behavioral health care, geriatric psychiatry and substance use disorders. Hackensack Meridian Healths long history of community outreach and prevention services combined with recent population health advances and initiatives will help to position Behavioral Health well for future growth. With the formation of our new organization, Hackensack Meridian Behavioral Health became one of the largest and most comprehensive providers of Behavioral Health services and programs in the state, poised with 165 inpatient psychiatry beds and 10 outpatient centers. Additionally, with Emergency Psychiatric Services at each of our hospital Emergency Departments, Hackensack Meridian Behavioral Health will continue its leadership role as an organization with a core commitment to meeting the Behavioral Health needs of the communities we serve. Hackensack University Medical Centers inpatient Psychiatry Unit and Outpatient Behavioral Health Clinic have been a leader in their approach to treating both the physical and behavioral needs of their patients through their whole-person approach to treatment, which incorporates a prevention and wellness approach, including nutritional guidance, exercise and mindfulness/meditation training. Mountainside Medical Center continues to meet the special needs of our geriatric population in their highly regarded Geriatric Psychiatry Inpatient Unit, which allows for a special focus and approach to the needs of the older psychiatric population. Mountainside Medical Center physicians give special consideration to the medical challenges that also impact the psychiatric conditions of the older adult, and specialized program activities are designed with that in mind as well. Addressing the Drug Epidemic ---------------------------- Hackensack University Medical Center has been actively involved in supporting first responder efforts out in the community. Providing law enforcement officials with replacement naloxone kits helps the police departments manage rising costs while ensuring that the life-saving antidote for heroin and opioid overdoses is available when minutes count. Behavioral Health Home Program ------------------------------ Behavioral Health gained certification as a Behavioral Health Home, which is a Medicaid State Plan option that provides an opportunity to build a person-centered system of care that achieves improved outcomes and better services and value for the NJ Medicaid program. A Behavioral Health Home allows individuals to have all of their health care needs identified, addressed, and treated in a coordinated way. It is expected that the use of a behavioral health home model will result in improved health outcomes for the consumer base, better quality of treatment, and improved cost effectiveness; improved consumer experience with care; and declines in the use of hospitals, emergency departments, and other costly inpatient care. Cancer Care =========== Hackensack Meridian Health offers a comprehensive range of oncology services across seven of our hospitals, including John Theurer Cancer Center at Hackensack University Medical Center. Together, this broad network of services brings together clinical experts, Phase I research, advanced technology focused on positive outcomes in the following cancers: breast, gastrointestinal, genitourinary, gynecological, head and neck, leukemia, lymphoma, multiple myeloma, neuro-oncology, skin and sarcoma, hepatobiliary, endocrine and thoracic. In December, at the site of the forthcoming Seton Hall-Hackensack Meridian School of Medicine, Memorial Sloan Kettering Cancer Center and Hackensack Meridian Health announced the Memorial Sloan KetteringHackensack Meridian Health 10-year strategic partnership. This partnership brings together two world-class organizations with deep New Jersey roots to foster a single goal: Finding more cures for cancer faster while ensuring that patients have access to the highest-quality, most individualized cancer care when and where they need it. To achieve this goal, the new Memorial Sloan Kettering Cancer CenterHackensack Meridian Health partnership will combine both organizations unparalleled expertise in all areas of cancer care and research, as well as their commitment to excellence, to accelerate new discoveries and improve the lives of patients they jointly serve, while training a new generation of leaders in the field. As a result of this partnership, patients will now have access to a broader portfolio of hundreds of clinical trials - including phase I trials - that both institutions offer. Together, Hackensack Meridian Health and Memorial Sloane Kettering Cancer Center will enhance the capabilities of each other, offering cancer patients access to more than 1,000 clinical trials. Combined, Memorial Sloane Kettering Cancer Center and John Theurer Cancer Center perform more than 900 bone marrow transplants, one of the largest programs in the world. CORE FORM, PART III According to the American Cancer Society, New Jersey has a higher cancer incidence rate than the national average. The Memorial Sloan Kettering Cancer Center Hackensack Meridian Health partnership aims to improve the state of cancer care in New Jersey and beyond by providing support to patients throughout the cancer care continuum, from diagnosis through active treatment and into survivorship. Patients will benefit from greater access to the most innovative concepts and treatments in cancer care, including precision medicine, immunotherapy, and cell-based therapies. Each organizations existing sites of care in New Jersey - including Hackensack Meridian Healths cancer care locations, John Theurer Cancer Center at Hackensack University Medical Center, and Memorial Sloan Ketterings locations in Basking Ridge, Middletown, and Montvale (opening in 2018) - will be part of the Memorial Sloan Kettering Cancer Center - Hackensack Meridian Health partnership, but each organization will independently own, operate and manage these existing sites. The initial stages of the Memorial Sloan Kettering Cancer Center Hackensack Meridian Health partnership will involve developing joint standards of care to be applied across these existing sites to optimize clinical outcomes for every patient, as well as setting clinical research priorities. Eventually, the two organizations will create a formal joint venture to own and operate new ambulatory care centers in areas of New Jersey they do not yet serve. Our combined and unparalleled clinical experience, along with our focus on big-data platforms, next-generation analytics and precision medicine, will lead to the best possible outcomes for patients. Together we will develop and implement standardized care management and research protocols for all cancer patients receiving care at Memorial Sloan Kettering Cancer Center and Hackensack Meridian Health partnership sites. Memorial Sloan Kettering Cancer Center is deeply committed to New Jersey, having provided cancer care in the state for more than 20 years. Today, Memorial Sloan Kettering Cancer Center and Hackensack Meridian Health treat one in five New Jersey residents who are diagnosed with cancer. Combined, we will annually serve the most patients with cancer in the region, and many of their combined programs will be among the largest and most respected in the country. The Memorial Sloan Kettering Cancer Center Hackensack Meridian Health partnership creates instant convenience. All Memorial Sloan Kettering Cancer Center locations in New Jersey (in Basking Ridge, Middletown and Montvale) and Hackensack Meridian Health locations that offer cancer care will participate in the partnership. Physicians employed by Memorial Sloan Kettering Cancer Center and Hackensack Meridian Health - including the Hackensack Division of Regional Cancer Care Associates and physicians who participate in Hackensack Meridian Healths clinically integrated network - will continue to care for patients at their respective sites. The partnership will be overseen by an Operating Board made up of representatives from each organization. That board will function with the advice of a formal clinical council, led by internationally recognized experts in all subtypes of cancer from Memorial Sloan Kettering Cancer Center, John Theurer Cancer Center and Hackensack Meridian Health, as well as a formal executive advisory group comprising institutional leaders in key areas. Collaboration on Cancer Antigens -------------------------------- In December, John Theurer Cancer Center announced a partnership with the Parker Institute for Cancer Immunotherapy, founded by Napster founder Sean Parker, and the Cancer Research Institute for a major collaboration focused on neoantigens, unique cancer markers that researchers believe may hold the key to developing targeted cancer immunotherapies. In addition to John Theurer Cancer Center, initial tissue samples are expected to be provided by Memorial Sloan Kettering Cancer Center, National Cancer Centre Singapore, Roswell Park Cancer Institute, UCLA, and the University Hospital of Siena in Italy. The Tumor neoantigen Selection Alliance (TESLA) includes 30 of the worlds leading cancer neoantigen research groups from both academia and industry. Groundbreaking Studies ---------------------- In December, 17 physicians from John Theurer Cancer Center presented 46 studies on some of the most cutting-edge research topics in blood cancers at the 2016 American Society of Hematology Meeting. Their data presentations included two late-breaking abstracts, 19 oral sessions and 27 poster discussions. The data presentations at American Society of Hematology bring forward advancements in three critical areas of research at John Theurer Cancer Center: Acute Myeloid Leukemia Novel Therapies, Multiple Myeloma Novel Options and Lymphoma Immunotherapy. Hackensack Meridian Health is deeply committed to accelerating the development of breakthrough therapies to combat blood cancer and help patients and their families manage diseases like multiple myeloma and leukemia. The groundbreaking work that our team presented further demonstrates the significant impact that our cancer program is having in the field of hematology. Cardiovascular Care =================== Hackensack Meridian Health is a recognized leader for cardiovascular clinical excellence and research. The cardiovascular programs at Hackensack Meridian Health continually achieve outstanding patient outcomes by offering the latest medical advancements to diagnose and treat virtually all heart and vascular conditions. Participating in more than 65 clinical research trials, Hackensack Meridian Health provides patients access to the most innovative technologies and new medical therapies available. We are also committed to furthering our goal to educate the next generation of cardiologists. Hackensack University Medical Center is a teaching site for students, residents and fellows in interventional cardiology, structural and congenital heart disease and advanced heart failure. Hackensack Meridian Health remains on the forefront of cardiovascular care, advancing the latest minimally invasive procedures, including those used to treat patients with valve disorders. Hackensack University Medical Center is among the first hospitals in New Jersey and one in only a handful of hospitals in the New York metropolitan area to use the MitraClip system a minimally invasive option for people with severe mitral valve regurgitation (MR) for whom open heart surgery is considered too risky. MitraClip, approved by the FDA in October 2013, is the worlds first percutaneous mitral valve repair therapy for select patients with severe MR. Achievements ------------ Hackensack Meridian Health has plenty of heart when it comes to providing patients with the highest level of coordinated and personalized cardiovascular care by our extensive network of heart and vascular specialists at every patient touch point, including at our award-winning hospitals. The following is a list of some of the many accreditations and awards received by Hackensack Meridian Health: Hackensack University Medical Center - Ranked among the 50 Best Hospitals in the nation in Cardiology & Heart Surgery by U.S. News & World Report (2016-17) - High-performing in Abdominal Aortic Aneurysm, Aortic Valve Surgery, Heart Bypass Surgery, and Heart Failure adult common conditions and procedures by U.S. News & World Report (2016-17) - Disease Specific Care Certification by The Joint Commission in seven cardiovascular specialties: abdominal aortic aneurysm, acute myocardial infarction, carotid stenosis, coronary artery bypass graft, heart failure, peripheral vascular disease, and left ventricular device - Full Chest Pain Center with PCI and Resuscitation Accreditation from the American College of Cardiology (ACC) - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) Certification - ICAEL Accreditation for Echocardiography including Adult Transthoracic - ICANL Accreditation for Nuclear Cardiology Mountainside Medical Center - Disease Specific Care Certification by The Joint Commission in two cardiovascular specialties: chest pain and heart failure - 2016 Society of Cardiovascular Patient Care Chest Pain Center with Primary PCI Accreditation - Get With the Guidelines Heart Failure Bronze Quality Award - ICAVLA Accreditation for Peripheral Venous Testing, Peripheral Arterial Testing, & Extracranial Cerebrovascular Testing - ICAEL Accreditation for Echocardiography including Adult Transthoracic and Adult Transesophageal - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) Certification - High-performing in Heart Failure adult common conditions and procedures by U.S. News & World Report (2016-17) CORE FORM, PART III Neuroscience ============ Hackensack Meridian Health offers a comprehensive range of neuroscience services at seven of our hospitals, including The Neuroscience Institute at Hackensack University Medical Center. Together, this broad network of services brings together clinical experts, advanced technology, innovative treatments and patient-centered care to manage and treat conditions of the brain, spine and nervous system. Staffed by neurologists, neurosurgeons (pediatric and adult), researchers and specialists in neuro-immunology, neuro-oncology, neuropsychology, movement disorders and neuropathy, this team takes an interdisciplinary approach to care. In October 2016, Hackensack University Medical Center opened a new Multiple Sclerosis Center. This center is dedicated to treating people with MS and related disorders such as neuromyelitis optica, transverse myelitis and acute disseminated encephalomyelitis. The new center will serve as a hub for clinical care, community engagement, research, training and education for the community. Our goal is to improve the quality of life and neurological function of people who live with such illnesses, to help them lead their lives to the fullest extent possible and to remain engaged in their families, their community and the workplace. Communication is critical for this chronic disease. At Hackensack Meridian Health, we need to provide easy access to state-of-the-art, comprehensive care and have providers communicate rapidly and directly with one another about patient care issues. Also in October 2016, The Hereditary Neuropathy Foundation (HNF) announced its Centers of Excellence for the hereditary neuropathy patient community. These designated centers all demonstrate strengths in providing excellence in clinical care and research. This prestigious designation was given to Hereditary Neuropathy Center at Hackensack University Medical Center has been accredited by the Hereditary Neuropathy Foundation as a Center of Excellence. Childrens Care =============== By establishing Hackensack Meridian Health as a network in 2016, our sub-specialized pediatric services are reaching even more communities throughout the region. This year, a strategic leadership team was initiated to work collaboratively in identifying the ways which Hackensack Meridian Health can continue to improve access to quality pediatric specialty care across the state to best serve our patient population. Comprised of key leaders from Joseph M. Sanzari Childrens Hospital and K. Hovnanian Childrens Hospital, the team is building the foundation for a seamless and coordinated pediatric continuum of care. This includes the expansion of pediatric nephrology, pediatric rheumatology and pediatric hematology/oncology experts from Joseph M. Sanzari Childrens Hospital, connecting them with patients across the network, and working in sync with pediatricians and subspecialists at K. Hovnanian Childrens Hospital to make these services accessible to families of Monmouth and Ocean counties. In 2016, pediatric services across Hackensack Meridian Health continued to grow, with specialized programs established at our two Childrens Hospitals to address the unique needs of children. These services include Pediatric Sleep and Pediatric Palliative Care programs at K. Hovnanian Childrens Hospital, plus Integrative Medicine, Adolescent Medicine, and The Joint Commission-certified Pediatric Pain and Palliative Care program at Joseph M. Sanzari Childrens Hospital. In the realm of childhood cancer, our programs and experts provide unique and distinct offerings to our patients. Pediatric neuro-oncology at Joseph M. Sanzari Childrens Hospital established a statewide tumor board to foster collaboration and knowledge-sharing among oncology experts across the state. The division also initiated Phase 1 clinical trials for children with high grade gliomas. These programs and physicians are enriching the expansive breadth of pediatric services provided through the network; delivering highly sought after specialty care to pediatric patients and their families. Hackensack Meridian Health is deeply committed to supporting health and wellness initiatives for the communities we serve, and children continue to be a key focus. Through education programs, community outreach events, and nutrition and fitness services, Hackensack Meridian Health collaborates with local organizations, schools, and community partners to combat childhood obesity, and inspire our youth to lead vibrant, healthy lives. Educating the Next Generation of Physicians =========================================== A strategic mission of Hackensack Meridian Health is to develop into a major academic center. Hackensack Meridian Health and Seton Hall University are in a unique position to partner in the development of an innovative New Jersey-based health education program to address the upcoming physician shortage. This is why they are moving forward to establish a new, four-year school of medicine. Both organizations believe their academic reputations, combined with clinical expertise, will create an opportunity to form New Jerseys first private school of medicine that will no doubt become one of the premier schools in the nation. The proposed school of medicine would be dedicated to achieving the following goals: educational excellence; cutting-edge research; highest-quality clinical care; meaningful integration; and the advancement of New Jersey medical and health sciences educational imperatives. Seton Hall University will bring its College of Nursing and its School of Health and Medical Sciences, which includes its Physician Assistant Program, Athletic Training, Occupational Therapy, Physical Therapy, Speech and Language Pathology, Masters in Health Administration and a Ph.D. in Health Sciences (research) to this new health sciences campus. This will create an opportunity to integrate the education and training of these multiple disciplines into a single classroom setting a truly innovative approach that will mirror how health care will be delivered in the future. The new school of medicine will bring together the best of both worlds: a state-of-the-art, one-of-a-kind campus, coupled with Hackensack Meridian Healths flourishing research partnership with Georgetown University. This will create a world-class network of academic, research and clinical expertise to educate the next generation of physicians. Students will be trained within New Jersey on Hackensack Meridian Health campuses, and retention programs will be developed to embed the physicians within the Network. Seton Hall Hackensack Meridian School of Medicine will be governed by a Board of Trustees with equal representation by Seton Hall University and Hackensack Meridian Health in terms of the voting power and number and types of individuals appointed by, and with representation meeting the requirements of the Liaison Committee on Medical Education. The medical school Board of Trustees will be responsible for overseeing and making recommendations regarding the strategies, policies and finances of the medical school. CORE FORM, PART III Population Health ================= Beckers Hospital Review featured Hackensack Meridian Healths Accountable Care Organizations (ACOs) on its 100 ACOs to Know for 2016 list. Beckers featured Hackensack Meridian Health on its national list for its strong portfolio of ACOs, including the commercial clinically integrated network, Hackensack Meridian Health Partners, as well as the networks two Medicare ACOs, HackensackAlliance ACO and Meridian ACO. Combined these ACOs boast some of the strongest quality scores in the nation and are responsible for millions of dollars in health care savings. Hackensack Meridian Health Partners entered new territory in 2016, expanding from Monmouth and Ocean counties to Bergen, Essex, Hudson, Middlesex and Passaic counties. Physician membership experienced its biggest growth to date, hitting more than 2,000 members and growing by nearly 60 percent in just three months. This exponential growth connects more Hackensack Meridian Health primary care and specialists, enabling the delivery of coordinated and efficient care to patients across seven counties. Across the network, leaders, nurses and physicians are collaborating to improve patient care and redesign Hackensack Meridian Healths care coordination. This care coordination project demonstrates Hackensack Meridian Healths commitment to enhancing patient care throughout the care continuum not just when theyre in the hospital. As a first step to help create smoother care transitions and improve coordination, Hackensack Meridian Health care teams are implementing a new technology, PatientPing. PatientPing gives providers real-time notifications whenever their patients receive care at a wide range of facilities in New Jersey and beyond. Meanwhile, PatientPing gives care instructions to the facility where patients are receiving care, including contact information for the patients care team as well as the patients visit histories. This real-time sharing of information enables providers to apply timely interventions, avoid unnecessary readmissions, and ensure safer care transitions for their patients. Hackensack Meridian Health is the first health care provider to use this technology in New Jersey. This care coordination endeavor will help streamline and align care patient care. Hackensack Meridian Healths two Medicare Accountable Care Organizations (ACO) hit new milestones this year. HackensackAlliance ACO experienced its most successful year ever, generating shared savings for the third year in a row. HackensackAlliance ACO ranked seventh in the nation for total savings, saving more than $33 million for the 2015 Performance Year. In addition, it improved its quality score to a 95.7 percent overall Quality Score. Meanwhile, Meridian ACOs overall Quality Score for the 2015 Performance Year was 92.71 percent, making it the third consecutive year in which the Meridian ACO realized year-over-year improvements in quality. Hackensack Meridian Health is participating in two Medicare initiatives aimed at improving patient care, outcomes and satisfaction. Nearly all of Hackensack Meridian Healths hospitals are participating in Medicares Comprehensive Care for Joint Replacement (CJR) model. The major orthopedic program is designed to improve the care and outcomes of Medicare patients undergoing hip and knee replacements. In less than a year, the team comprised of clinical, administrative and executive team members worked tirelessly to increase coordination and implement new tools to support our care of patients undergoing hip and knee replacements. Community Benefits ================== Our mission to provide the full spectrum of life-enhancing care and services to create and sustain healthy, vibrant communities is at the heart of our charitable roots. Hackensack Meridian Health is leading the way for health cares expansion beyond hospital beds and into communities, where patients and experts come together to form the ultimate health networking hub. Its all part of our mission to redefine traditional health care through technology and community, further enhancing engagement between hospitals, physicians and most importantly, patients. As a non-profit health care provider, Hackensack Meridian Health is the regional leader in providing innovative and accessible health care programs and services to individuals, families and communities throughout the state. Everyone deserves access to quality care regardless of their ability to pay. In 2016, Hackensack Meridian Health provided $158 million in charity care and other uncompensated care, serving as a health care safety net for our communitys most vulnerable populations. In addition, Hackensack Meridian Health dedicated $31.8 million in subsidizing vital health services, such as outpatient dialysis, behavioral health services and family health clinics. In total, Hackensack Meridian Health devoted more than $255 million in community benefits in 2016. Hackensack Meridian Health plays a lead role in working with many different organizations throughout New Jersey to identify and address the health issues that impact our communities the most. This collaborative effort is referred to as a Community Health Needs Assessment. With the Community Health Needs Assessment as our guide, Hackensack Meridian Health prepares its annual Community Benefits Plan, which is part of the overall strategic plan, and aligns activities and resources toward those priority health needs. Each hospital has prepared an implementation strategy that contains the specific programs and resources that will be deployed against each health priority including community partners with whom we collaborate on interventions. Findings from the assessments highlighted several health concerns for our community, including access to health care services, cancer, diabetes, heart disease and stroke, injury and violence, mental health, nutrition, physical activity and weight, respiratory diseases and substance abuse. Preventing Disease Through Early Detection ------------------------------------------ Early detection is the best prevention. Our preventive health screenings include blood pressure, cholesterol, glucose, BMI, memory, hearing, diabetic retinopathy, bone density, breast, colorectal cancer, skin cancer, and more. Participants receive individualized testing from medical professionals and are counseled by nurse educators who provide information about their results and referrals for follow-up care when necessary. Cancer Prevention and Awareness ------------------------------- Hackensack Meridian Health partners with many different community organizations who share the mission of reducing New Jerseys cancer burden and improving health outcomes. Skin Cancer ----------- The John Theurer Cancer Center, the Promise Foundation of Ridgewood, NJ, and Hackensack Meridian Health collaborate to provide an educational initiative to teach youth sun-safe behaviors. In 2016, over 5,000 middle school students participated in this program and learned how to be sun safe. Managing Chronic Disease ------------------------ According to the CDC, chronic disease accounts for seven in 10 deaths each year and accounts for 86 percent of the nations spending on health care. Half of all American adults have at least one chronic condition and almost one in three have multiple chronic conditions. Hackensack Meridian Health focuses much of its community health education on managing and preventing chronic disease. Take Control of Your Health Take Control of Your Health is an evidence-based chronic disease self-management program. Complementing a physicians plan of care, this educational program offers participants with the tools, resources and support to live a healthier life. Studies have shown that participants who complete the training report improved health status and quality of life, greater energy, fewer social limitations as well as reduced hospitalizations and fewer emergency room visits. Take Control of Your Health is also offered for diabetes patients and caregivers, and focuses on the unique needs of those individuals. CORE FORM, PART III Healthy Futures: Pediatric Weight-Management Program ---------------------------------------------------- The number of overweight children and adolescents in our country has been increasing steadily. Children and adolescents who are overweight are at increased risk for complications such as high blood pressure, high cholesterol and diabetes. In addition, emotional and social functioning may be negatively impacted. Healthy Futures is a medically based pediatric weight management program for children ranging from 8 to 18 years old. It is based at HackensackUMC Fitness & Wellness Powered by the Giants in Maywood, a dynamic 112,000-square-foot center designed to keep members of the community well. The comprehensive weight-management program for boys and girls addresses topics such as emotional and social eating, self-esteem, coping with social pressures, and learning to make healthy food choices. Healthy Futures was created in 2011 to improve the overall health and self-esteem of children and adolescents who are overweight or obese. Overweight children and childhood obesity is a growing problem that threatens to reduce both the quality and quantity of life of future generations of Americans. Using donated funds, we have had the opportunity to offer cooking demonstrations and educational sessions on nutrition and wellness to members of the community. To date, more than 200 families have benefited from the Healthy Futures program. Health Promotion Providing Opportunities to Learn --------------------------------------------------- Its never been easier to connect with Hackensack Meridian Health. Opportunities to learn can be found at our hospitals, conference centers and Fitness & Wellness locations, as well as right in the community the local library, senior center, school, employer, and now even at the shopping mall. In fact, more than 100,000 people attended an educational seminar in 2016. Our programs are delivered by a dedicated team of health care professionals and physicians, many of whom volunteer their time, to educate our community on health topics focused on preventing disease, managing chronic conditions and improving overall quality of life. Hackensack Meridian Healths Community Outreach team has received special training in health literacy as well as cultural competence to ensure the best possible experience for our diverse community. Injury Prevention Programs -------------------------- Project Healthy Bones is a 24-week exercise and education program for older women and men at risk for, or who have osteoporosis. The program is offered in partnership with the New Jersey Department of Health. In 2016, Hackensack University Medical Center collaborated with the communities of Montvale, Ramsey and Ridgefield to provide this program to their communities. Currently, there are over 125 participants. In 2016 Hackensack Meridian Health was awarded a New Jersey Department of Human Services grant for delivery of the evidence-based fall prevention program: A Matter of Balance: Managing Concerns about Falls. This eight-week workshop emphasizes practical strategies to reduce fear of falling and increase activity levels. Falls among New Jerseys seniors and adults with disabilities result in physical, psychological and financial hardships for individuals and place a significant burden on caregivers, social services and health care agencies. In 2016, there were 14 workshops offered and over 200 older adults participated in this program. Local Health Agency Partnership ------------------------------- The Health Awareness Regional Program (HARP) of Hackensack University Medical Center has been committed to providing the highest quality of health promotion and illness prevention services in Bergen County since 1977. We are proud of the strong collaborative relationships with community organizations and local health agency partners to provide high-quality professional health education and public health services to 22 Bergen County municipalities. As part of the public health response to vaccine preventable disease, HARP worked with health officers, public health nurses, health departments, municipalities, and child care centers. Through this partnership, more than 2,000 at-risk individuals were vaccinated. CPR Training ------------ Cardiac arrest is more common than you might think. It can happen to anyone at any time, including our youth. In fact, the American Heart Association (AHA) estimates that about 100 student athletes will die from sudden cardiac arrest each year. While the incidence remains low, the impact on the family and surrounding community is tremendous. Thats why Hackensack Meridian Health created a landmark, multi-year initiative to educate the community in life saving skills. When ordinary people are equipped with the skills to perform CPR, survival rate can double or even triple. Nearly 5,000 students are trained each year in CPR and AED use. This program is offered at no cost to the school or student. In addition to helping schools comply with Janets Law, the program is designed to build a sustainable CPR training infrastructure by training staff from each school district as a CPR instructor, enabling them to train additional teachers, administrators and students in their district. Providing broad CPR training to the community has been part of Hackensack Meridian Healths educational offerings for years, including health care workers, fire fighters, police, teachers, EMTs, and community members. Our community now has an army of rescuers who are ready, willing and able to put their skills in action in the event of an emergency. Hackensack Meridian Health is proud to offer support through charitable donations to a host of worthy, local non-profit organizations who share in our mission to improve the health status of the community. Hackensack Meridian Health also encourages our leaders, physicians, and team members to serve on a variety of boards and community groups dedicated to improving the quality of life in our neighborhoods. As a socially conscious member of the community, Hackensack Meridian Health focuses its charitable giving on the areas that support or are aligned with our charitable mission. Training the next generation of health care providers is vital to providing a foundation for sound health in our community. Hackensack Meridian Health encourages the development of physicians, nurses, medical technologists, and those entering allied health professions by supporting their education and offering clinical experience in our hospitals. Through our extensive community outreach program, medical students and residents also regularly participate in health promotion activities where they learn to recognize and identify community needs and health disparities, improve health literacy communication skills and cultural sensitivity and foster an appreciation for population health management. 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. CORE FORM, PART VI, SECTION A; QUESTION 2 - ROBERT L. GLENNING AND SCOTT TARRIFF - BUSINESS RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 HACKENSACK MERIDIAN HEALTH, INC. ("HMH") IS THE SOLE MEMBER OF HACKENSACKUMC. HMH HAS THE RIGHT TO ELECT THE MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THE ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B HACKENSACKUMC IS AN AFFILIATE WITHIN HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. HACKENSACK MERIDIAN HEALTH, INC. ("HMH") IS THE TAX-EXEMPT PARENT OF THE NETWORK. HACKENSACKUMC'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF HMH'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS") AND FOLLOWING A REVIEW BY HMH'S COMPLIANCE AND AUDIT COMMITTEE. HMH'S BOARD OF TRUSTEES HAS ASSUMED THE RESPONSIBILITY TO OVERSEE, REVIEW AND APPROVE THIS FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. HMH RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTH CARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION ("CPA FIRM") TO REVIEW AND FILE THE FORM 990. HACKENSACK MERIDIAN PREPARED A DRAFT OF THE FORM 990, WHICH WAS THEN REVIEWED BY OTHER APPROPRIATE INTERNAL STAFF FOR ACCURACY. THE DRAFT WAS THEN REVIEWED BY THE CPA FIRM AND PRESENTED TO THE MEMBERS OF HMH'S COMPLIANCE AND AUDIT COMMITTEE AND THEREAFTER TO EACH VOTING MEMBER OF HMH'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12C HACKENSACK MERIDIAN HEALTH, INC., THE TAX-EXEMPT PARENT ORGANIZATION OF HACKENSACK MERIDIAN HEALTH, A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY NETWORK, HAS ADOPTED A NETWORK-WIDE CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF ITS SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE NETWORK'S CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE WITH RESPECT TO ANY APPLICABLE TRANSACTIONS AND RELATIONSHIPS. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE NETWORK'S GENERAL COUNSEL FOR REVIEW. GENERAL COUNSEL THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE NETWORK'S GOVERNANCE AND BOARD DEVELOPMENT COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). DURING THE YEAR, GENERAL COUNSEL ALSO MONITORS ON-GOING TRANSACTIONS IN LIGHT OF THE SUMMARY TO ENSURE THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE APPROPRIATELY HANDLED IN COMPLIANCE WITH THE POLICY. CORE FORM, PART VI, SECTION B; QUESTION 15B HACKENSACKUMC IS AN AFFILIATE WITHIN A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY NETWORK IN WHICH HACKENSACK MERIDIAN HEALTH, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION. THE EXECUTIVE AND PHYSICIAN COMPENSATION COMMITTEE ("COMMITTEE") OF HACKENSACK MERIDIAN HEALTH, INC. IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES (SENIOR MANAGEMENT) OF THE PARENT AND ALL OF THE SUBSIDIARY ORGANIZATIONS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, APPROVED BY THE GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTH CARE NETWORK AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH NETWORK CAN FULFILL ITS CHARITABLE MISSION. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS, INCLUDING BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE "TOTAL COMPENSATION" OF THE PRESIDENT, OTHER OFFICERS AND EACH SENIOR MANAGEMENT KEY EMPLOYEE IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS, AND RECEIVES REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND BASED UPON THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT-FOR-PROFIT HEALTH CARE COMPENSATION; AND 3. THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS REQUIRED IN THE REGULATIONS. AS APPROPRIATE, THE AUTHORIZED BODY SUPPLEMENTS THE COMPARABILITY DATA WITH OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THE REASONABLENESS OF THE COMPENSATION PAID, INCLUDING AN ANALYSIS OF INDIVIDUAL GOALS AND OBJECTIVES, ORGANIZATIONAL PERFORMANCE, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE APPROVED COMPENSATION ARRANGEMENTS BY THE EXECUTIVE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE GOVERNING BOARD BY THE SENIOR MEMBER OF THE CONSULTING FIRM. CORE FORM, PART VI, SECTION C; QUESTION 19 HACKENSACKUMC HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT AND TO REFUND EXISTING TAX-EXEMPT BONDS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, HACKENSACKUMC'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS AND ARE, ON AN ANNUAL BASIS, MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, HACKENSACKUMC'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. HACKENSACKUMC ALSO MAKES AVAILABLE TO THE PUBLIC VIA ITS WEBSITE, WWW.HACKENSACKUMC.ORG, ITS COMPLIANCE PLAN DOCUMENTS, CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY. CORE FORM, PART VII, SECTION A HACKENSACKUMC IS AN AFFILIATE WITHIN HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. THE NETWORK INCLUDES BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF GOVERNOR MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH HACKENSACKUMC AND OTHER SUBSIDIARIES AND CONTROLLED ENTITIES WITHIN THE NETWORK. 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 HACKENSACKUMC. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED SUBSIDIARIES AND CONTROLLED ENTITIES IN THE NETWORK, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON PART VII OF THIS FORM 990. THE HOURS REFLECTED ON 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 NETWORK; NOT SOLELY HACKENSACKUMC. CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM HACKENSACKUMC OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF HACKENSACKUMC OR OF A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF HACKENSACKUMC'S BOARD OF GOVERNORS. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: - PENSION-RELATED ADJUSTMENTS - ($42,768,268); - NET ASSETS RELEASED FROM RESTRICTIONS - CAPITAL ACQUISITIONS - $1,418,544 - TRANSFER OF JOINT VENTURE ASSETS - ($11,494,871); - NET EQUITY TRANSFERS TO RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONs - ($93,393,776); - NET EQUITY TRANSFERS TO OTHER RELATED ORGANIZATIONS - ($13,691,616); - CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - ($9,615,039); - TEMPORARILY RESTRICTED CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $11,492,160; - TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTIONS - CAPITAL ACQUISITIONS - ($1,418,544); - TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM OPERATING RESTRICTIONS - ($305,898); - PERMANENTLY RESTRICTED CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $7,235,793; AND - SUPPORT TO CONTROLLED ENTITIES; NET, REFLECTED IN CORE FORM, PART VIII, LINE 2C - $107,294,385. CORE FORM, PART XII; QUESTION 2C PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF HACKENSACK MERIDIAN HEALTH, INC. FOR THE SIX MONTH PERIOD ENDED DECEMBER 31, 2016, INCLUDING THIS ORGANIZATION. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE HACKENSACK MERIDIAN HEALTH, INC. COMPLIANCE AND AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THIS ORGANIZATION, AND THE SELECTION OF AN INDEPENDENT AUDITOR. ------------------------------------------------------------------------- STATEMENT PURSUANT TO REGULATION SECTION 1.351-3(A) BY HACKENSACK UNIVERSITY MEDICAL CENTER (EIN: 22-1487576), A SIGNIFICANT TRANSFEROR This statement is made pursuant to Regulation Section 1.351-3(a) by the following entity, a significant transferor: HACKENSACK UNIVERSITY MEDICAL CENTER EIN: 22-1487576 30 PROSPECT AVENUE, HACKENSACK, NJ 07601 HACKENSACK UNIVERSITY MEDICAL CENTER (EIN: 22-1487576), a U.S. tax-exempt corporation and a significant transferor, made A constructive transfer of $2,000,000 IN cash on 2/1/2016 to HACKENSACK UNIVERSITY MEDICAL CENTER CASUALTY COMPANY, LTD., its wholly-owned subsidiary formed in Bermuda. The good faith estimate of the aggregate fair market value and tax basis of the assets transferred by HACKENSACK UNIVERSITY MEDICAL CENTER (as determined immediately before the exchanges) was $2,000,000. No private letter rulings were issued by the Internal Revenue Service in connection with these Internal Revenue Code 351 exchanges. HUMCTOURO LLC 30 PROSPECT AVENUE HACKENSACK NJ 07601 261844522 INACTIVE NJ 0 0 HUMC HACKENSACK PHYSICIAN ALLIANCE LLC 30 PROSPECT AVENUE HACKENSACK NJ 07601 454966639 INACTIVE NJ 0 0 HUMC 20 PROSPECT AVENUE HOLDINGS LLC 30 PROSPECT AVENUE HACKENSACK NJ 07601 474381262 INACTIVE NJ 0 111891667 HUMC HACKENSACK MERIDIAN HEALTH INC 343 THORNALL STREET EDISON NJ 08837 223474145 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) NA false MERIDIAN HOSPITALS CORPORATION 343 THORNALL STREET EDISON NJ 08837 223471515 HEALTH SVCS. NJ 501(C)(3) HOSPITAL HMH false RARITAN BAY MEDICAL CENTER 343 THORNALL STREET EDISON NJ 08837 221494442 HEALTH SVCS. 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IS THE SOLE MEMBER OF HACKENSACKUMC AND THE TAX-EXEMPT PARENT ENTITY OF THE TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK. HACKENSACKUMC ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE NETWORK IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF HACKENSACKUMC AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.