2017-11-15T07:30:10-06:00 2016-12-31 WithumSmithBrown PC 200 Jefferson Park Suite 400 Whippany NJ 079811070 990 2016-01-01 210660835 SHORE MEMORIAL HOSPITAL % DAVID R HUGHES SHOR 6096533545 100 MEDICAL CENTER WAY SOMERS POINT NJ 082442387 DAVID R HUGHES CFO 6096533545 2017-11-08 true Scott J Mariani P00642486 9738989494 198.46.120.251 22006220173195000014 2017-11-15 P EFB3F90CD62757DA7B098748B029987CE34337C5 B8BA16CFEDA17302B35ECB0C007529BABF51136A 2016 2021-01-29 14:40:06Z SHORE MEDICAL CENTER RONALD W JOHNSON 100 MEDICAL CENTER WAY SOMERS POINT NJ 082442387 173989777 false X WWW.SHOREMEDICALCENTER.ORG X 1942 NJ TO CARE FOR & RESPECT ALL PATIENTS, THEIR FAMILIES & EACH OTHER. 22 21 1238 350 0 3243608 2384913 177810141 168924206 1213651 1006601 659735 883936 182927135 173199656 198522 267045 0 0 83869175 81700286 0 2965 513958 95948132 90862901 180015829 172833197 2911306 366459 270752252 258598065 211213288 201274799 59538964 57323266 X THE MISSION OF SHORE MEDICAL CENTER IS TO CARE FOR AND RESPECT ALL PATIENTS, THEIR FAMILIES AND EACH OTHER. Through innovative thinking and strong physician partnerships, we will strive to deliver best in class cost performance, the highest level of clinical quality, and exceptional customer service. OUR VALUES INCLUDE THE FOLLOWING: Put Patients First - We go to extraordinary lengths to provide the highest quality of care for our patients and their families in a safe and compassionate environment. They are the reason we are here and the center of all we do. Respect Others - We foster an environment of mutual respect and teamwork by listening to others and valuing different points of view, knowing that together we are stronger. Pursue Excellence - We relentlessly strive for excellence in every action we take. We explore innovations, exceed expectations and promote continuous learning and empowerment at all levels. Do The Right Thing - Always. PLEASE REFER TO THE ORGANIZATION'S COMMUNIT true false 65118838 0 59328587 Expenses incurred in providing medically necessary inpatient medical services (excludes surgical cases and maternal child health), to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin or ability to pay. During 2016, the organization had 6,170 admissions for a total of 25,813 patient days. Please refer to Schedule O for the organization's community benefit statement. 15039733 0 23933160 Expenses incurred in providing medically necessary same day surgery services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin or ability to pay. During 2016, the organization performed 3,324 same day surgery cases. Please refer to Schedule O for the organization's community benefit statement. 9191144 0 10922176 Expenses incurred in providing medically necessary maternal and pediatric inpatient services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, or ability to pay. During 2016, the organization had 1,239 admissions for a total of 3,085 patient days. Please refer to Schedule O for the organization's community benefit statement. 49473230 267045 74740283 138822945 true true false true false false false false false true true false true false true true false true false false false false false false true 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 417 0 true 1238 true false false false false false true true false false false false X 22 21 false false false false true true true true true false false true true true true true true true true false NJ X DAVID R HUGHES 6096533545 100 MEDICAL CENTER WAY SOMERS POINT NJ 082442387 X GERALD J CORCORAN ESQ CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 ROBERT J BRAY DDS MS VICE CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 EDWARD KUEHNLE SECRETARY/ASST TREAS - TRUSTEE 1.0 0.0 X X 0 0 0 RONALD B STABLINI CPA MBA TREAS/ASST SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 AUTUMN BAYLES TRUSTEE 1.0 0.0 X 0 0 0 DAVID BEYEL TRUSTEE 1.0 0.0 X 0 0 0 AUGGIE CIPOLLINI TRUSTEE 1.0 0.0 X 0 0 0 PATRICIA Q CONNOLLY TRUSTEE 1.0 0.0 X 0 0 0 JOHN DABEK TRUSTEE 1.0 0.0 X 0 0 0 FERNANDO DELASOTTA MD TRUSTEE 1.0 0.0 X 0 0 0 ARTHUR T FORD III ESQ TRUSTEE 1.0 0.0 X 0 0 0 LEONARD T GALLER MD TRUSTEE 2.0 0.0 X 2213 0 0 JAY A GILLIAN TRUSTEE 1.0 0.0 X 0 0 0 R SCOTT HALLIDAY TRUSTEE 1.0 0.0 X 0 0 0 FIKRY ISAAC MD TRUSTEE 1.0 0.0 X 0 0 0 RONALD W JOHNSON TRUSTEE - PRESIDENT/CEO 50.0 0.0 X X 1218453 0 75833 MUKESH ROY MD TRUSTEE 1.0 0.0 X 0 0 0 GARY G SCHAFFER TRUSTEE 1.0 0.0 X 0 0 0 RAYMOND S SCHREYER MD TRUSTEE - PRESIDENT MED STAFF 2.0 0.0 X 638 0 0 CARMINE J TAGLIALATELLA JWC TRUSTEE 1.0 0.0 X 0 0 0 RICHARD L TRAA TRUSTEE 1.0 0.0 X 0 0 0 SANDY TZAFEROS PHARMD TRUSTEE 1.0 0.0 X 0 0 0 DAVID R HUGHES CFO/CDO 50.0 0.0 X 462162 0 36841 LINDA S KENWOOD COO/CNO 50.0 0.0 X 390238 0 33064 JEANNE M ROWE md CHIEF MEDICAL OFFICER 50.0 0.0 X 451425 0 26908 FREDERICK L BANNER CHIEF INFORMATION OFFICER 50.0 0.0 X 275433 0 33048 ALAN L BEATTY VICE PRESIDENT HUMAN RESOURCES 50.0 0.0 X 250809 0 31553 BENNETT OJSERKIS MD PHYSICIAN 50.0 0.0 X 239702 0 26621 ROBERT L WOOD FINANCE DIRECTOR 50.0 0.0 X 196822 0 29989 ROBIN KEYACK AVP SURGICAL SERVICES 50.0 0.0 X 190244 0 23978 MICHAEL J SMITH ADM DIR OF PATIENT FIN SVCS 50.0 0.0 X 181537 0 39723 CHARLES DENNIS MD PHYSICIAN ADVISOR 50.0 0.0 X 172315 0 25335 4031991 0 382893 75 false true false UNIDINE COMPANY 1000 WASHINGTON STREET SUITE 510 BOSTON MA 02118 FOOD/MANAGEMENT 3711823 XANITOS INC 3809 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 ENVIRONMENTAL 3300788 CERNER CORPORATION 2800 ROCKCREEK PARKWAY NORTH KANSAS CITY MO 64117 IT 2332451 ADVANCED ICU SERVICES ONE CITY PLACE DRIVE SUITE 570 ST LOUIS MO 63141 MEDICAL 980270 RELIANCE MEDICAL GROUP LLC 525 TILTON ROAD NORTHFIELD NJ 08225 MEDICAL 879454 59 X 353970 496035 1534908 2384913 NET PATIENT SERVICE REVENUE 541900 176264405 176264405 NET LOSS IN RELATED HEALTHCARE PROGRAM SERVICES 541900 -11338783 -11338783 AUXILLARY INCOME 541900 207113 207113 OTHER HEALTHCARE RELATED REVENUE 541900 3791471 3791471 168924206 29310 29310 2039 2039 0 750170 643270 106900 0 106900 106900 1042996 67744 1042996 -67744 975252 975252 78547 353970 78547 3940 560 3380 3380 0 0 0 CAFETERIA/VENDING 722410 773656 773656 773656 173199656 168924206 1890537 X 267045 267045 0 0 0 3288528 2691660 588318 8550 0 60996402 49920394 10914472 161536 2469263 2021092 441751 6420 8104433 6633478 1449883 21072 6841660 5599899 1223973 17788 152652 99180 52639 833 354234 230151 122151 1932 196500 127669 67759 1072 42424 42424 2965 2965 10041 6524 3462 55 29065934 18886473 10023878 155583 523841 523841 1499784 974430 517175 8179 2800850 1819752 965822 15276 0 3345646 2173713 1153685 18248 65982 65982 0 81122 81122 3092018 2008927 1066226 16865 0 12728711 8270023 4389263 69425 1495909 971913 515837 8159 MEDICAL SUPPLIES 30345045 30345045 0 0 REPAIRS & MAINTENANCE 3642230 3642230 0 0 DUES & SUBSCRIPTIONS 391592 391592 0 0 OTHER EXPENSES 1028386 1028386 0 0 172833197 138822945 33496294 513958 X 398220 806799 893421 886367 511029 313844 21963796 19114924 0 0 0 0 0 0 2593334 2387985 1724823 2220085 370897536 231319412 148035939 139578124 0 0 0 0 79433228 80698349 0 0 15198462 12591588 270752252 258598065 26368014 25274542 0 0 9561460 8389808 64129221 60618223 0 0 0 0 14628394 14760624 0 0 96526199 92231602 211213288 201274799 X 56440739 54354839 577949 405657 2520276 2562770 59538964 57323266 270752252 258598065 X 366459 1112700 36500 -3731357 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false true 32500 true 9924 42424 false SCHEDULE C, PART II-B; QUESTIONS 1H & 1I SHORE MEDICAL CENTER ("MEDICAL CENTER") ENGAGES IN LOBBYING EFFORTS ON A FEDERAL AND STATE LEVEL. DURING 2016, THE MEDICAL CENTER PAID AN INDEPENDENT LOBBYING FIRM A TOTAL OF $32,500 FOR LOBBYING CONSULTING SERVICES. IN ADDITION, THE MEDICAL CENTER IS A MEMBER OF THE NEW JERSEY HOSPITAL ASSOCIATION WHICH ENGAGEs IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER HOSPITALS. A PORTION OF THE ORGANIZATION'S ANNUAL DUES PAID TO THIS ORGANIZATION IS ALLOCATED TOWARDS ITS LOBBYING EFFORTS. THIS ALLOCATION AMOUNTED TO $9,924 during 2016. LASTLY, THE ORGANIZATION IS ALSO A MEMBER OF FAIR SHARE HOSPITALS COLLABORATIVE, INC. TO WHICH IT PAID DUES IN THE AMOUNT OF $15,000 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. 3098225 19738 42494 192030 2968427 3863802 -765577 3098225 3458540 -10751 -416013 3863802 4849312 174503 1565275 3458540 6187421 143997 1482106 4849312 0.86330 0.13670 false false 5630670 5630670 140754975 43392871 97362104 223196057 186767713 36428344 1315834 1158828 157006 139578124 LIMITED AS TO USE 953015 F LIMITED USE 43228141 F LIMITED USE 3437099 F LIMITED USE 20370120 F LIMITED USE 9450870 F LIMITED USE 149687 F INVESTMENTS; LIMITED USE 1310073 F DONOR; LIMITED USE 786263 F LIMITED USE 2432260 F PERPETUAL TRUST 1776507 F INVESTMENT IN AFFILIATES -3195686 F 80698349 0 ACCRUED INTEREST PAYABLE 230906 THIRD PARTY PAYORS 3704237 ACCRUED RETIREMENT BENEFITS 81725863 RESERVE FOR INSURANCE CLAIMS 4570914 OTHER LIABILITIES 1999682 92231602 X SCHEDULE D, PART V; QUESTION 4 The Medical Center has adopted investment policies for its endowment assets that are consistent with the policies and objectives of their overall investments; TO FURTHER THE ORGANIZATION'S CHARITABLE PURPOSES, PROGRAMS AND SERVICES. The assets are invested in a manner that is intended to produce a positive rate of return while assuming a low level of risk. From time to time, the fair value of assets associated with the donor-restricted endowment funds may fall below the level that the donor requires the Medical Center to maintain in perpetual duration. Deficiencies of this nature are reported in unrestricted net assets in accordance with generally accepted accounting principles. SCHEDULE D, PART X THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM and affiliates; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). SHORE MEMORIAL HEALTH SYSTEM IS THE tax-exempt PARENT ENTITY OF THE SYSTEM. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE YEARS ENDED DECEMBER 31, 2016 AND DECEMBER 31, 2015; RESPECTIVELY. THE FOOTNOTE BELOW IS FROM THE SYSTEM'S 2016 AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND REPORTS THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 (ASC 740): THE SYSTEM FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SYSTEM DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. GALA 432517 353970 78547 59194 6000 13353 0 432517 353970 78547 59194 6000 13353 78547 true true X true X true X true true true false false 3255 1781070 82452 1698618 0.00980 22541 28331932 18918027 9413905 0.05450 0 0 0 0 0.00000 25796 30113002 19000479 11112523 0.06430 15 4237 209431 2350 207081 0.00120 1 4 20000 0 20000 0.00010 10 1515366 1515366 0.00880 26 4241 1744797 2350 1742447 0.01010 26 30037 31857799 19002829 12854970 0.07440 1 54668 54668 0.00030 1 54668 54668 0.00030 false 6846581 2636903 59627127 73247149 -13620022 X true true 1 1 SHORE MEMORIAL HOSPITAL 100 MEDICAL CENTER WAY SOMERS POINT NJ 082442387 www.shoremedicalcenter.org 10103 X X X 1 SHORE MEMORIAL HOSPITAL 1 false false true X X X X X X X X 16 true false false true X www.shoremedicalcenter.org X true 16 true www.shoremedicalcenter.org false true X 200. 300. X X X X X true true X X X true X www.shoremedicalcenter.org X www.shoremedicalcenter.org X www.shoremedicalcenter.org X X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, QUESTION 3I IN RESPONSE TO SHORE MEDICAL CENTERS 2012 COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA"), THE ORGANIZATION DEVELOPED AN IMPLEMENTATION PLAN FOR YEARS 2012 TO 2015, WHICH CARRIED INTO 2016, TO ADDRESS THE FOLLOWING HEALTH RISK FACTORS AND DISEASES IDENTIFIED AS HAVING THE GREATEST LEVEL OF PRIORITIZATION FOR THE COMMUNITY WE SERVE. THOSE AREAS ARE: - OBESITY; - TOBACCO USE; - ALCOHOL USE; - HEART DISEASE; - CANCER; - DIABETES; - STROKE; AND - LOWER RESPIRATORY DISEASES. BELOW PLEASE FIND A DESCRIPTION OF THE ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE ORGANIZATIONS PRIOR CHNA. ADDITIONALLY, DESCRIBED BELOW IS THE IMPACT OF ALL OF THOSE ACTIONS TAKEN. OBESITY, HEART DISEASE, DIABETES, STROKE ---------------------------------------- SCREENING & EDUCATION: SHORE PARTICIPATED IN SEVERAL MAJOR HEALTH SCREENING EVENTS EACH YEAR DURING THE TIME FRAME, INCLUDING THE ANNUAL BAYFEST HEALTH FAIR AND THE JCC SENIOR EXPO, WHICH EACH RESULTED IN DIRECT EDUCATION AND SCREENING OF APPROXIMATELY 500 PEOPLE. SCREENINGS INCLUDE CARDIAC RISK ASSESSMENTS, STROKE RISK ASSESSMENTS, SLEEP DISORDER ASSESSMENTS, BALANCE DISORDER ASSESSMENTS, CANCER RISK FACTOR EDUCATION, EMERGENCY MEDICINE AND FIRST AID, GLUCOSE AND CHOLESTEROL TESTING, WITH EDUCATION FROM A NURSE TO HELP THOSE WHO EXHIBIT HIGH NUMBERS REDUCE THEIR RISK FACTORS THROUGH DIET AND EXERCISE AND RECOMMENDED FOLLOW UP WITH A PHYSICIAN. EXAMPLES OF OTHER COMMUNITY EFFORTS TO IMPACT THESE HEALTH RISKS INCLUDE: - SUSTAINABLE ME: SUSTAINABLE ME IS A SCHOOL ASSEMBLY IN WHICH MULTIPLE PARTNERS COME TOGETHER TO PUT AN INTERACTIVE EDUCATIONAL EXPERIENCE FOR MIDDLE SCHOOL STUDENTS. THE TOPICS INCLUDE PHYSICAL ACTIVITY, NUTRITION, TOBACCO, CHRONIC DISEASE, CANCER PREVENTION, CANCER SCREENING, AS WELL AS OTHER TOPICS THE SCHOOLS MAY REQUEST. FOUR PROGRAMS WERE HELD AT LOCAL SCHOOLS. OVER 750 STUDENTS PARTICIPATED IN THE PROGRAMS. - COMPLETE STREETS: COMPLETE STREETS IS A PROJECT THAT FOCUSES ON MAKING THE LOCAL STREETS SAFER FOR PEDESTRIANS. THE NJDOH BECAME INVOLVED IN THESE PROJECTS THROUGH OUR LOCAL COALITION GRANT. THE PURPOSE WAS TO WORK ON AREA ROADS SO THAT PEOPLE COULD GET MOVING, WALK, BIKE, ETC. THUS IMPROVING PHYSICAL ACTIVITY. MULTIPLE POLICY PROJECTS WERE WORKED ON IN BOTH ATLANTIC AND CAPE MAY COUNTY. - HEALTHY GROCERY BUNDLES PROGRAM: THE HEALTHY GROCERY BUNDLES PROGRAM IS MEANT TO HELP SENIORS LEARN HOW TO EAT BETTER, IMPROVE HEALTH, AND DECREASE HOSPITAL ADMISSIONS. THIS PROGRAM WAS DEVELOPED BY THE COALITION. THE CONCEPT IS TO INTRODUCE SENIORS TO NEW FOODS, WAYS TO PREPARE FOOD, HEALTH TIPS, AND HEALTH INFORMATION. ACTIVITIES INCLUDED FOOD PICKUPS, NEWSLETTERS, EVENTS, ETC. IN BOTH ATLANTIC AND CAPE MAY COUNTY. OVER SEVERAL YEARS APPROXIMATELY 40 PICKUPS OCCURRED AND OVER 1,900 BUNDLES, AS WELL AS SEVERAL EVENTS. - SENIOR SOCIALS: SENIOR SOCIALS ARE DESIGNED TO HELP SENIORS CONNECT WITH OTHERS WHILE LEARNING ABOUT A WIDE ARRAY OF HEALTH AND WELLNESS TOPICS. THE MONTHLY ONE-HOUR PROGRAMS OFTEN TOUCH ON CHRONIC DISEASE MANAGEMENT, HEALTH SCREENINGS, EXERCISE AND FITNESS, AND NUTRITION. - SPEAKERS BUREAU: SHORE HAS HAD A LONG HISTORY OF MAINTAINING AN ACTIVE SPEAKERS BUREAU, WITH EXPERTS AVAILABLE TO PRESENT AT LOCAL ORGANIZATIONS ON A WIDE ARRAY OF HEALTH AND WELLNESS TOPICS. WE RESPOND ENTHUSIASTICALLY TO ALL REQUESTS AND DO EVERYTHING POSSIBLE TO MEET THE NEEDS OF THE AUDIENCE. FROM 55+ COMMUNITIES TO MAJOR EMPLOYERS, OUR HEALTH EXPERTS. - SPLAC TOOL: THE SPLAC TOOL IS A SYSTEMATIC TOOL INTRODUCED IN 2014 AND DEVELOPED BY A HOSPITAL COMMITTEE TO LOWER READMISSION RATES IN THE HOSPITAL. THE PURPOSE IS TO RATE PATIENTS ON THEIR LIKELINESS ON BEING READMITTED. THE HIGHER THE TOTAL THE MORE LIKELY TO BE READMITTED. BY IDENTIFYING HIGH RISK PATIENTS THEN THIS IS COMMUNICATED IN A SIMPLE TO UNDERSTAND WAY TO THEIR PRIMARY CARE PHYSICIAN, REHAB FACILITY, ETC. THE GOAL IS TO PUT INTERVENTIONS IN PLACE TO KEEP THE PATIENT OUT OF THE HOSPITAL. THIS HAS DECREASED HOSPITAL READMISSION RATES, WHICH INDICATES THAT OUR EFFORTS ARE SUCCESSFUL. CANCER ------ SHORE MEDICAL CENTER HAS A DEDICATED CANCER CENTER. THE CANCER CENTER WORKS ON A VARIETY OF PROJECTS THAT FOCUS ON COMMUNITY OUTREACH. THIS IS DONE THROUGH OUR CANCER EDUCATION AND EARLY DETECTION ("CEED") PROGRAM, REGIONAL COALITION (CAPE ATLANTIC COALITION FOR HEALTH) AND COMMISSION ON CANCER PROGRAMS. WE OFFER A RANGE OF SPEAKERS ON SHORE MEDICAL CENTERS SPEAKERS BUREAU. OVER THE YEARS OF 2013 THROUGH 2016, PARTICIPATION IN OVER 275 EVENTS HAVE OCCURRED REACHING OVER 9,500 PEOPLE ON VARIES CANCER AND HEALTH/WELLNESS TOPICS. THE CANCER CENTER PARTICIPATES IN THE SUSTAINABLE ME! PROGRAM AND IS A PARTNER WITH CHOOSE YOUR COVER FREE SKIN CANCER SCREENING EVENTS. OVER THE FOUR YEARS 19 EVENTS OCCURRED SCREENING 972 PEOPLE. THROUGH THE CEED PROGRAM FREE SCREENING FOR BREAST, CERVICAL, COLORECTAL, AND/OR PROSTATE CANCER IS AVAILABLE FOR UNINSURED and UNDERINSURED LOW INCOME PATIENTS. TOBACCO / LOWER RESPIRATORY --------------------------- SHORE MEDICAL CENTER HAS A DEDICATED TOBACCO CESSATION AND TREATMENT PROGRAM. IT IS LOCATED IN THE CANCER CENTER. THE SMOKING CESSATION COUNSELOR IS LISTED ON THE SHORE MEDICAL CENTERS SPEAKERS BUREAU. IN ADDITION THE COUNSELOR IS LISTED ON ALL DISCHARGE SUMMARY DOCUMENTS TO LET PATIENTS KNOW THAT THE SERVICES ARE AVAILABLE. OVER THE LAST YEAR AND A HALF THE PROGRAM BEGAN TAKING INSURANCE AND WILL ALSO EXCEPT CHARITY CARE, ETC. MULTIPLE OUTREACH EVENTS, INCLUDING SUSTAINABLE ME! HAVE OCCURRED AND ARE INCLUDED IN THE CANCER CENTER NUMBERS. IN ADDITION WORK THROUGH THE COALITION HAS INCLUDED ON POLICY WORK FOR SMOKE FREE OUTDOOR AIR ORDINANCES. THIS IS PART OF A STATEWIDE INITIATIVE AND IS CONTINUING. THE GOAL IS TO KEEP THE FUTURE GENERATIONS FROM SMOKING THUS DECREASING THE CANCER RATES AND LOWER RESPIRATORY DISEASES. ALCOHOL USE ----------- ANY PATIENT WHO DISPLAYS SIGNS OF ALCOHOLISM IS PROVIDED WITH EDUCATION AND RESOURCES TO ASSIST THEM IN SEEKING HELP. FOR THOSE WHO ARE WILLING TO SEEK TREATMENT, OUR CARE MANAGEMENT TEAM WILL ASSIST THEM IN GETTING INTO RECOVERY. SCHEDULE H, PART V, SECTION B, QUESTION 5 IN ITS MOST RECENTLY CONDUCTED CHNA THE ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVICED BY THE HOSPITAL FACILITY. IN ORDER TO ACHIEVE THE INTENDED OBJECTIVES AND TO GAIN INPUT FROM THE COMMUNITY ON HEALTH ISSUES OF CONCERN, THE ORGANIZATION DISTRIBUTED BOTH AN ONLINE AND HARD COPY OF ITS CHNA SURVEY. THE SURVEY WAS COMPLETED BY APPROXIMATELY 220 INDIVIDUALS. THE SURVEY QUESTIONS WERE DEVELOPED IN A TEAM APPROACH BY BRAINSTORMING QUESTIONS AND EXAMINING SEVERAL SAMPLE SURVEYS. THE QUESTIONS WERE ADJUSTED BY STOCKTON UNIVERSITY TO PUT THE QUESTIONS IN PROPER FORMAT. THE SURVEY WAS DISPERSED THROUGH SHORE MEDICAL CENTER EMAIL BLASTS, LINKED TO THE SHORE MEDICAL CENTERS WEBSITE AND AVAILABLE IN PHYSICIAN OFFICES. THE SURVEY QUESTIONS CAN BE FOUND IN APPENDIX C OF THE ORGANIZATIONS CHNA. ADDITIONALLY, PUBLIC HEALTH LEADERS AND PROFESSIONALS FROM LOCAL AND COUNTY GOVERNMENT AND A LOCAL UNIVERSITY WERE INTERVIEWED AND ASSISTED US TO FORM A BETTER PICTURE OF THE COMMUNITY. PUBLIC HEALTH REPRESENTATIVES WERE INTERVIEWED ON KEY PUBLIC HEALTH ISSUES IN THE COUNTY. FOR ITS MOST RECENTLY CONDUCTED CHNA THE FOLLOWING REPRESENTATIVES WERE INTERVIEWED: - BENJAMIN H. MOUNT III, MPA, MPH, COORDINATOR OF COMMUNITY HEALTH SERVICES CAPE MAY COUNTY HEALTH DEPARTMENT; - KEVIN THOMAS, PUBLIC HEALTH COORDINATOR STOCKTON UNIVERSITY; - ARIANE NEWMAN, MS, INTERIM ASSISTANT DEAN OF SCHOOL OF HEALTH SCIENCES; AND - TARA L. CROWELL, PHD., ASSOCIATE PROFESSOR STOCKTON UNIVERSITY. THESE LEADERS IDENTIFIED THE MOST IMPORTANT BARRIERS TO MAKING INFORMED HEALTH CHOICES WHICH INCLUDED ACCESS TO HEALTHIER FOOD AND RECREATIONAL ACTIVITIES, LACK OF TRANSPORTATION AND LACK OF EDUCATIONAL PROGRAMS DESIGNED TO BETTER INFORM THE COMMUNITY OF THEIR HEALTH-RELATED OPTIONS. SCHEDULE H, PART V, SECTION B, QUESTION 7A THE ORGANIZATION IS AN AFFILIATE WITHIN SHORE MEMORIAL HEALTH SYSTEM AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATIONS CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://SHOREMEDICALCENTER.ORG/WELLYES/COMMUNITY_NEEDS_ASSESSMENT SCHEDULE H, PART V, SECTION B, QUESTION 10 THE ORGANIZATION IS AN AFFILIATE WITHIN SHORE MEMORIAL HEALTH SYSTEM AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATIONS IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://SHOREMEDICALCENTER.ORG/WELLYES/COMMUNITY_NEEDS_ASSESSMENT SCHEDULE H, PART V, SECTION B, QUESTION 11 THE ORGANIZATION'S CHNA AND IMPLEMENTATION PLAN WERE ADOPTED AND POSTED ON THE HOSPITAL'S WEBSITE DURING 2016. THE ORGANIZATIONS IMPLEMENTATION STRATEGY IS FOR 2017 - 2019 AND CONSISTS OF THE GOALS AND OBJECTIVES THE ORGANIZATION IS PURSUING IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED DURING THE ORGANIZATIONS MOST RECENTLY CONDUCTED CHNA. THE FOLLOWING HEALTH ISSUES WERE IDENTIFIED AS A PRIORITY HEALTH NEEDS: OBESITY, HEART DISEASE, CANCER AND DIABETES. EACH OF THE IDENTIFIED HEALTH NEEDS IS BEING ADDRESSED BY THE ORGANIZATION OVER THE COURSE OF THE IMPLEMENTATION PERIOD. PROJECTS WERE DEVELOPED TO SPECIFICALLY ADDRESS OBESITY, HEART DISEASE, CANCER AND DIABETES. THE FOCUS OF THE PROJECTS ARE TO AID COMMUNITY MEMBERS TO MAKE HEALTHIER CHOICES, IMPROVE ACCESS TO HEALTHY FOODS, REDUCE FOOD SCARCITY AND TO PROVIDE SUPPORT TO CAREGIVERS. IN ADDITION, THROUGH THESE STRATEGIES THE HOPE IS TO IMPACT CHRONIC DISEASE RATES BY PREVENTING AND REDUCING MORTALITY NUMBERS FROM HEART DISEASE, CANCER AND DIABETES. BELOW IS A SUMMARY OF HOW THE ORGANIZATION PLANS TO ADDRESS THE IDENTIFIED HEALTH NEEDS: OBESITY ------- OVER 24% OF THE ADULT POPULATION IS CONSIDERED OBESE IN ATLANTIC AND CAPE MAY COUNTY. OBESITY IS CONNECTED TO MANY CHRONIC DISEASES. HIGH OBESITY RATES CONTRIBUTE TO A VARIETY OF CHRONIC DISEASES. A PRIORITY HAS BEEN PUT IN PLACE TO FOCUS ON HEALTHY EATING AND ACCESS TO HEALTHY FOODS. FOR THIS REASON OBESITY WAS IDENTIFIED AS A TARGET. MULTIPLE STRATEGIES HAVE BEEN ADDED TO THE IMPLEMENTATION PLAN WHICH INCLUDE THE FOLLOWING: STRATEGY 1: HOST THE SOMERS POINT COMMUNITY FARMERS MARKET ON THE GROUNDS OF SHORE MEDICIAL CENTER DURING THE MONTHS OF MAY THROUGH SEPTEMBER IN ORDER TO PROVIDE HEALTH FOOD OPTIONS TO THE LOCAL COMMUNITY. STRATEGY 2: ACQUIRE THE TECHNOLOGY TO ACCEPT NJ SNAP EBT CARDS AT THE SOMERS POING COMMUNITY FARMERS MARKET IN ORDER TO PROVIDE FRUITS AND VEGETABLES FOR RESIDENTS ON GOVERNMENT ASSISTANCE WITHIN THEIR COMMUNITY. STRATEGY 3: SUPPORT THE COMMUNITY FOODBANK OF NEW JERSEY (LOCAL CHAPTER) WITH A VARIETY OF ACTIVITIES WITHIN THE HOSPITAL SUCH AS FOOD DRIVES, AS WELL AS SUPPORTING THE LOCAL MOBILE FOODBANK THROUGH EDUCATION AND AID. STRATEGY 4: PARTICIPATE IN THE U.S. DEPARTMENT OF AGRICULTURES SUMMER FOOD SERVICE PROGRAM BY PROVIDING A MEAL PROGRAM FOR CHILDREN DURING THE SUMMER WHEN SCHOOL IS OUT TO REDUCE FOOD SCARCITY ISSUES FOR LOW INCOME CHILDREN. STRATEGY 5: DEVELOP A PARTNERSHIP WITH THE UNIVERSITY OF PENNSYLVANIA TO PROVIDE BARIATRIC SERVICES TO THE LOCAL COMMUNITY. CHRONIC DISEASE (HEART DISEASE AND DIABETES) ------------------------------------------- ATLANTIC COUNTY'S HEART DISEASE RATE IS 13.7% HIGHER THAN THE STATE. HEART DISEASE AND STROKE IS IN THE LEADING CAUSES OF DEATH FOR BOTH ATLANTIC AND CAPE MAY COUNTY AND DIABETES ACCOUNTS FOR MANY HEALTH COMPLICATIONS INCLUDING HEART DISEASE AND STROKE. THE CHNA STATISTICAL RESEARCH HIGHLIGHTS THE IMPORTANCE OF PREVENTING CHRONIC DISEASE, SPECIFICALLY HEART DISEASE AND DIABETES. IN ADDITION THE COMMINITY SURVEYS ALL SUGGESTED THAT THESE ISSUES ARE IMPORTANT TO COMMUNITY MEMBERS. THEREFORE, A PRIORITY HAS BEEN PUT IN PLACE TO FOCUS ON REDUCING CHRONIC DISEASE. THE ORGANIZATION CONTINUES TO BE COMMITTED TO RAISE AWARENESS THROUGH MULTIPLE FREE SCREENING OPPORTUNITIES FOR EARLY DETECTION OF THESE TYPES OF CHRONIC DISEASES. IN ADDITION MULITPLE STRATEGIES HAVE BEEN ADDED TO THE IMPLEMENTATION PLAN TO TARGET CHRONIC DISEASE AND HEALTHY LIFESTYLE IMPROVEMENTS. THESE STRATEGIES INCLUDE THE FOLLOWING: STRATEGY 6: EDUCATE PHYSICIANS IN THE COMMUNITY ABOUT TOOLS FOR PRIMARY PREVENTION OF DISEASE SUCH AS UTILIZING THE ELECTRONIC HEALTH RECORD OR DEVELOPING SYSTEMATIC ADJUSTMENTS WITHIN THEIR PRACTICE TO PROMOTE HEALTH AND/OR SCREENING FOR EARLY DETECTION. STRATEGY 7: IMPROVE PATIENT ACCESS TO CARDIAC REHABILIATATION SERVICES BY MOVING THE FACILITY INTO AN OUTPATIENT LOCATION. STRATEGY 8: OFFER OUTPATIENT NUTRITION COUNSELING THROUGH THE NEWLY MOVED CARDIAC REHABILIATATION CENTER. STRATEGY 9: EXPANSION OF FOLLOW UP DIABETES EDUCATION SERVICES COMPLETED BY A REGISTERED NURSE TO INCLUDE PATIENTS DISCHARGED FROM THE MEDICAL CENTER. THIS IS SIMILAR TO THE OUTPATIENT PARTNERSHIP DIABETES EDUCATION NOW AVAILABLE FOR PATIENTS WORKING WITH AREA PHYSICIANS. ADDITIONAL PARTNERSHIP OPPORTUNITIES ARE POTENTIALLY AVAILABLE WITH LOCAL DIETICIANS. CHRONIC DISEASE (CANCER) ----------------------- ATLANTIC AND CAPE MAY COUNTY HAVE SOME OF THE HIGHEST SMOKING RATES AND LUNG CANCER RATES IN THE STATE. CONTINUED SUPPORT TO MAINTAIN THE TOBACCO PREVENTION AND TREATMENT PROGRAM HAS BEEN CONTINUED DESPITE DISCONTINUATION OF GRANT FUNDING FROM THE STATE IN 2011. ADDITIONALLY EDUCATIONAL INFORMATION IS PROVIDED AS NEEDED TO COALITION ACTIVITIES FOR "OUTDOOR SMOKE FREE SPACES". THESE TYPES OF INTERVENTIONS CREATE AN ENVIRONMENT THAT DISCOURAGES SMOKING AND CREATES A NONSMOKING SOCIAL NORM. ADDITIONALLY, CAPE MAY COUNTY HAS THE HIGHEST MELANOMA SKIN CANCER RATE IN THE STATE. AWARENESS ACTIVITIES ON HOW TO PROTECT OUR SKIN AND FREE SKIN CANCER SCREENINGS ARE PERFORMED EACH SUMMER ON BOTH THE ATLANTIC AND CAPE MAY COUNTY BEACHES WITH COMMUNITY PARTNERS. IN 2016, SIX SCREENINGS OCCURRED (3 IN EACH COUNTY) IN WHICH PARTICIPANTS WERE EDUCATED ON SUN SAFETY AND HOW TO PUT ON SUN SCREEN CORRECTLY, SCREENED FOR SKIN CANCERS AND REFERRED IF ANYTHING WAS SUSPICIOUS. THESE FOLLOWING STRATEGY IS ALSO INCLUDED WITHIN THE ORGANIZATIONS IMPLEMENTATION PLAN TO ADDRESS CANCER: STRATEGY 10: PARTICIPATE IN THE AMERICAN CANCER SOCIETY "80% BY 2018" COLORECTAL CANCER SCREENING PLEDGE. THIS PROJECT FOCUSES ON INCREASING COLORECTAL CANCER SCREENING IN AGE APPROPRIATE POPULATIONS TO REACH THE 80% MARK BY 2018 THUS PREVENTING COLORECTAL CANCER DEATHS. LIVING WITH CHRONIC DISEASE --------------------------- LIVING WITH CHRONIC DISEASE CAN BE DIFFICULT FOR PATIENTS AND FAMILIES AND OFTEN PEOPLE DO NOT KNOW HOW TO ACCESS HELP. FOR THIS REASON STRATEGY ELEVEN WAS DEVELOPED. STRATEGY 11: DEVELOPMENT OF THE CAREGIVER CENTER AT SHORE MEDICAL CENTER. THIS CENTER WILL OFFER PATIENTS AND FAMILIES A PLACE TO LEARN ABOUT RESOURCES, SERVICES IN THE COMMUNITY, AS WELL AS A PLACE OF RESPITE AND SUPPORT FOR FAMILIES CARING FOR A LOVED ONE. ADDITIONAL STRATEGIES --------------------- SHORE MEDICAL CENTER HAS A STRONG TRADITION OF MEETING COMMUNITY HEALTH NEEDS THROUGH ITS ONGOING COMMUNITY BENEFIT PROGRAMS. SHORE WILL CONTINUE THIS COMMITMENT THROUGH THE FOLLOWING STRATEGY. STRATEGY 12: PROVIDE PROGRAMS SUCH AS OUR MONTHLY "SENIOR SOCIALSOTHER EDUCATIONAL WORKSHOPS TO THE PUBLIC. THIS INCLUDED THE SHORE MEDICAL CENTERS SPEAKER BUREAU WHICH HAS A VARIETY OF PROFESSIONALS AVAILABLE TO PRESENT MANY DIFFERENT HEALTH TOPICS WHERE COMMUNITY GROUPS COME TOGETHER. SCHEDULE H, PART V, SECTION B, QUESTION 16 THE ORGANIZATION IS AN AFFILIATE WITHIN SHORE MEMORIAL HEALTH SYSTEM AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://SHOREMEDICALCENTER.ORG/PATIENTS_VISITORS/PATIENTS/INSURANCE/FINANC IAL_ASSISTANCE SCHEDULE H, PART I, LINE 3C IN ADDITION TO THE FEDERAL POVERTY GUIDELINES, THE ORGANIZATION USES OTHER FACTORS IN DETERMINING ELIGIBILITY CRITERIA FOR FREE AND DISCOUNTED CARE. AS OUTLINED IN PART V, SECTION B, QUESTION 13, OTHER FACTORS TO DETERMINE ELIGIBILITY INCLUDE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. ADDITIONAL INFORMATION WITH RESPECT TO ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE IS OUTLINED BELOW. NEW JERSEY HOSPITAL CHARITY CARE PAYMENT ASSISTANCE PROGRAM ("CHARITY CARE") ------------------------------------------------------------------------- CHARITY CARE IS A NEW JERSEY PROGRAM IN WHICH FREE OR DISCOUNTED CARE IS AVAILABLE TO PATIENTS WHO RECEIVE INPATIENT AND OUTPATIENT SERVICES AT ACUTE CARE HOSPITALS THROUGHOUT THE STATE OF NEW JERSEY. HOSPITAL ASSISTANCE AND REDUCED CHARGE CARE ARE ONLY AVAILABLE FOR NECESSARY EMERGENCY OR OTHER MEDICALLY NECESSARY CARE. PATIENTS MAY BE ELIGIBLE FOR CHARITY CARE IF THEY ARE NEW JERSEY RESIDENTS WHO: 1) HAVE NO HEALTH COVERAGE OR HAVE COVERAGE THAT PAYS ONLY PART OF THE HOSPITAL BILL (UNINSURED OR UNDERINSURED); 2) ARE INELIGIBLE FOR ANY PRIVATE OR GOVERNMENTAL SPONSORED COVERAGE (SUCH AS MEDICAID); AND 3) MEET THE FOLLOWING INCOME AND ASSET ELIGIBILITY CRITERIA DESCRIBED BELOW. INCOME CRITERIA: PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF FEDERAL POVERTY GUIDELINES ("FPG") ARE ELIGIBLE FOR 100% CHARITY CARE COVERAGE. PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% AND LESS THAN OR EQUAL TO 300% OF FPG ARE ELIGIBLE FOR DISCOUNTED CARE. FREE CARE OR PARTIALLY COVERED CHARGES WILL BE DETERMINED BY USE OF THE NEW JERSEY DEPARTMENT OF HEALTH FEE SCHEDULE. IF PATIENTS ON THE 20% TO 80% SLIDING FEE SCALE ARE RESPONSIBLE FOR QUALIFIED OUT-OF-POCKET PAID MEDICAL EXPENSES IN EXCESS OF 30% OF THEIR GROSS ANNUAL INCOME (I.E. BILLS UNPAID BY OTHER PARTIES), THEN THE AMOUNT IN EXCESS OF 30% IS CONSIDERED HOSPITAL CARE PAYMENT ASSISTANCE. ASSET CRITERIA: CHARITY CARE INCLUDES ASSET ELIGIBILITY THRESHOLDS WHICH STATES THAT INDIVIDUAL ASSETS CANNOT EXCEED $7,500 AND FAMILY ASSETS CANNOT EXCEED $15,000 AS OF THE DATE OF SERVICE. CHARITY CARE MAY BE AVAILABLE TO NON-NEW JERSEY RESIDENTS, REQUIRING IMMEDIATE MEDICAL ATTENTION FOR AN EMERGENCY MEDICAL CONDITION. SCHEDULE H, PART I, LINE 6A NOT APPLICABLE. SCHEDULE H, PART I, LINE 7 WORKSHEET 2 WAS USED FOR THE COST TO CHARGE RATIO. SCHEDULE H, PART II SHORE MEMORIAL HOSPITAL D/B/A SHORE MEDICAL CENTER ("THE MEDICAL CENTER") IS PROUD TO MAKE A DIFFERENCE IN THE COMMUNITIES WE CALL HOME. OUR GENEROUS MEDICAL CENTER STAFF HAVE PARTICIPATED IN NUMEROUS EVENTS THAT SUPPORT AND EXEMPLIFY THE MEDICAL CENTER'S COMMITMENT TO OUR COMMUNITY. OUR PRIMARY GOAL IS TO CARE FOR AND RESPECT, ALL PATIENTS THEIR FAMILIES AND EACH OTHER. ALONG WITH THE SUPERIOR CARE THAT WE DELIVER EVERY DAY, WE STRIVE TO EDUCATE AND PROMOTE WELLNESS TO THE COMMUNITY THROUGH THE MANY OUTREACH PROGRAMS WE OFFER. MORE RECENTLY, THE MEDICAL CENTER BECAME THE FIRST HOSPITAL IN NEW JERSEY AND ONE OF LESS THAN 50 ORGANIZATIONS WORLDWIDE TO RECEIVE PLANETREE PATIENT-CENTERED CARE DESIGNATION. THE PLANETREE MODEL OF CARE IS A PATIENT-CENTERED, HOLISTIC APPROACH TO HEALTHCARE, PROMOTING MENTAL, EMOTIONAL, SPIRITUAL, SOCIAL AND PHYSICAL HEALING. WE HOPE TO EMPOWER OUR PATIENTS AND FAMILIES THROUGH THE EXCHANGE OF INFORMATION TO ULTIMATELY ENCOURAGE AND FOSTER HEALING PARTNERSHIPS WITH CAREGIVERS. SCHEDULE H, PART III, LINES 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM THE AUDITIED CONSOLIDATED FINANCIAL STATEMENTS, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. THE ORGANIZATION BELIEVES THAT SELF-PAY ACCOUNTS WRITTEN OFF WOULD HAVE QUALIFIED FOR FINANCIAL ASSISTANCE HAD THOSE INDIVIDUALS APPLIED. THEREFORE, THE ORGANIZATIONS ESTIMATES ITS BAD DEBT ATTRIBUTABLE TO INDIVIDUALS ELIGIBLE UNDER THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY TO BE THE PERCENTAGE OF SELF-PAY ACCOUNTS WRITTEN OFF DURING THE YEAR OVER THE TOTAL BAD DEBT EXPENSE. SHORE MEMORIAL HEALTH SYSTEM PREPARES AND ISSUES AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS OF SHORE MEMORIAL HEALTH SYSTEM & AFFILIATES PATIENT ACCOUNTS RECEIVABLE/ALLOWANCE FOR DOUBTFUL ACCOUNTS ----------------------------------------------------------- PATIENT ACCOUNTS RECEIVABLE RESULT FROM THE HEALTH CARE SERVICES PROVIDED BY THE SYSTEM. THE SYSTEM PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS FOR ESTIMATED LOSSES RESULTING FROM THE UNWILLINGNESS OF PATIENTS TO MAKE PAYMENTS FOR SERVICES. THE ALLOWANCE IS DETERMINED BY ANALYZING HISTORICAL DATA AND TRENDS. ACCOUNTS RECEIVABLE ARE CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND THE SYSTEM CEASES COLLECTION EFFORTS. NET PATIENT SERVICE REVENUE --------------------------- ACCOUNTS RECEIVABLE ARE REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE SYSTEM ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE SYSTEM ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY (FOR EXAMPLE, FOR EXPECTED UNCOLLECTIBLE DEDUCTIBLES AND COPAYMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID, OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY). FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, THE SYSTEM RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE BILLED RATES AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. CHARITY CARE ------------ THE SYSTEM PROVIDES CHARITY CARE TO PATIENTS WHO MEET CERTAIN FINANCIAL CRITERIA ESTABLISHED BY THE STATE OF NEW JERSEY. THE COST OF SERVICES PROVIDED AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY IS ESTIMATED USING INTERNAL DATA AND IS CALCULATED BASED ON THE SYSTEMS COST TO CHARGE RATIO. THE TOTAL DIRECT AND INDIRECT AMOUNT OF CHARITY CARE PROVIDED, DETERMINED ON THE BASIS OF COST, WAS APPROXIMATELY $1,859,000 AND $1,818,000 FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, RESPECTIVELY. THE NEW JERSEY HEALTH CARE REFORM ACT OF 1992, CHAPTER 160, ESTABLISHED THE HEALTH CARE SUBSIDY FUND TO PROVIDE A MECHANISM AND FUNDING SOURCE TO COMPENSATE CERTAIN HOSPITALS FOR CHARITY CARE. FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, THE SYSTEM RECOGNIZED $82,452 AND $394,507, RESPECTIVELY, AS SUBSIDIES FOR CHARITY CARE, WHICH IS INCLUDED IN NET PATIENT SERVICE REVENUE. THE HEALTH CARE SUBSIDY FUND AMOUNTS ARE SUBJECT TO CHANGE FROM YEAR TO YEAR BASED ON AVAILABLE STATE BUDGET AMOUNTS AND ALLOCATION METHODOLOGIES. SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE 2016 MEDICARE COST REPORT. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL 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 IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE" A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "THE TERM CHARITABLE IS USED IN SECTION 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY, AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVED" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. MEDICARE UNDERPAYMENTS AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITALS' BEST EFFORTS SCHEDULE H, PART III, LINE 9B ACCOUNTS CONSIDERED TO BE CHARITY CARE ARE NOT INCLUDED IN THE BAD DEBT EXPENSE, BUT RATHER, ACCOUNTED FOR AS AN ALLOWANCE. SHORE MEDICAL CENTER PROVIDES A FULL-RANGE OF HEALTHCARE SERVICES TO OUR COMMUNITY REGARDLESS OF THE PATIENTS ABILITY TO PAY. WE RECOGNIZE THAT A CRITICAL PART OF PROVIDING HEALTHCARE SERVICES INCLUDES MITIGATING CONCERNS OUR PATIENTS MAY HAVE RELATED TO BILLING MATTERS. THIS BUSINESS PHILOSOPHY IS OUR COMMITMENT TO THE COMMUNITY, PATIENTS AND FAMILY MEMBERS WE SERVE. THIS COMMITMENT RUNS PARALLEL TO OUR NOT FOR PROFIT MISSION AND IS EVIDENCED BY THE FOLLOWING PROACTIVE MEASURES TAKEN BY SHORE MEDICAL CENTER TO PROVIDE FINANCIAL ASSISTANCE TO OUR PATIENTS. SHORE MEDICAL CENTER HAS A DISCOUNT PROGRAM TO ASSIST PATIENTS WHO ARE LEAST ABLE TO PAY. THE POLICY IS DESIGNED TO PROVIDE FINANCIAL RELIEF TO OUR SELF-PAY POPULATION BY REDUCING THE HOSPITALS STANDARD CHARGE FOR SERVICES RENDERED. AT THE TIME OF BILLING THE PATIENT, THE CHARGES ARE REDUCED TO AN ESTIMATED COST OF SERVICES. THE HOSPITAL ALSO ENSURES THAT ALL PATIENTS RECEIVE INFORMATION PERTAINING TO THE STATE CHARITY CARE PROGRAM FOR THE UNINSURED AND UNDER-INSURED. TO INQUIRE ABOUT SHORES SELF-PAY BILLING AND DISCOUNT POLICY, CHARITY CARE OR PAYMENT ARRANGEMENTS, PATIENTS MAY CONTACT THE PATIENT FINANCIAL SERVICES CREDIT AND COLLECTIONS OFFICE. SHORE MEDICAL CENTER ALSO OFFERS FINANCIAL COUNSELING AND SCREENING FOR PATIENTS TO ENSURE THAT ANY POTENTIAL THIRD PARTY COVERAGE UNDER OTHER GOVERNMENT PROGRAMS, SUCH AS MEDICAID, CAN BE IDENTIFIED. THIS SERVICE IS PROVIDED AT NO COST TO THE PATIENT. BILLING & COLLECTIONS --------------------- THE ORGANIZATION ABIDES BY PROVISIONS ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE. THESE PROVISIONS INCLUDE THE FOLLOWING: THE HOSPITAL APPROVES PAYMENT ARRANGEMENTS FOR OUR PATIENTS WHO CANNOT PAY THEIR BILLS IN FULL. THESE PAYMENT ARRANGEMENTS CAN BE TAILORED TO THE INDIVIDUAL NEEDS OF THE PATIENT. WE DO NOT CHARGE ADDITIONAL FEES IN THE FORM OF INTEREST FOR CARRYING THE BALANCES BEING PAID UNDER THESE ARRANGEMENTS. THE ACCOUNTS OF PATIENTS FOR WHICH THERE IS NO IDENTIFIED THIRD PARTY INSURANCE WILL FOLLOW A PREDEFINED SELF-PAY COLLECTION CYCLE. ANY REMAINING UNPAID ACCOUNTS THAT ARE NOT IN THE PROCESS OF MAKING PAYMENT ARRANGEMENTS AFTER A DEFINED SELF-PAY COLLECTION CYCLE OF 120 DAYS WILL BE TRANSFERRED TO A THIRD PARTY AGENCY FOR COLLECTION. THE ACCOUNT WILL REMAIN WITH THIS AGENCY FOR 180 DAYS. AFTER THIS TIME PERIOD, WITHOUT ANY AGREED UPON PAYMENT ARRANGEMENTS TO SATISFY THE UNPAID BALANCE, THE ACCOUNT WILL BE TRANSFERRED TO ANOTHER THIRDS PARTY COLLECTION AGENCY. AT THIS TIME, THE UNPAID BALANCE MAY BE REPORTED TO A CREDIT AGENCY, AND AS SUCH, APPEAR ON THE ACCOUNT GUARANTOR'S CREDIT REPORT. SHORE MEDICAL CENTER PURSUES COLLECTION OF BALANCES RIGHTFULLY OWED BY PATIENTS FOR SERVICES RENDERED AND CONTRACTS WITH THIRD PARTY COLLECTION AGENCIES FOR THE PURPOSE OF COLLECTING DELINQUENT ACCOUNT BALANCES. THE COLLECTION AGENCIES OPERATE UNDER THE FEDERAL FAIR DEBT, CREDIT AND COLLECTION GUIDELINES. COLLECTION AGENCY ACTIVITY IS CLOSELY MONITORED BY THE HOSPITAL TO ENSURE THAT PATIENT COLLECTION EFFORTS ARE APPROPRIATE AND IN-LINE WITH OUR CUSTOMER SERVICE PHILOSOPHY. ALL PATIENT COMPLAINTS REGARDING DISSATISFACTION WITH SERVICES RENDERED OR BILLING ISSUES ARE HANDLED PROMPTLY AND IN A COURTEOUS MANNER TO ENSURE THAT CUSTOMER SERVICE REMAINS THE FOCUS OF ANY PATIENT CONCERN. ALL COMPLAINTS ARE CONSIDERED VALID AND PATIENT FEEDBACK IS WELCOME WITH RESPECT TO DISPUTED MATTERS. THE HOSPITAL ABSORBS A SIGNIFICANT AMOUNT OF BAD DEBT ANNUALLY (BALANCES DUE BY PATIENTS THAT ARE INTENTIONALLY NOT PAID), OR ARE INCURRED AS A RESULT OF MITIGATING CIRCUMSTANCES, BANKRUPTCY FILINGS AND OTHER COLLECTION MATTERS. SCHEDULE H, PART VI; QUESTION 2 IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS OUTLINED IN SCHEDULE H, SECTION B, AND QUESTIONS 1-12 AND SECTION C, THE ORGANIZATION TOOK THE FOLLOWING STEPS IN 2016 TO ENSURE THAT THE CHNA WAS MANAGED IN A LOGICAL AND EFFECTIVE MANNER INCLUDING THE FOLLOWING: (1) DEVELOPED A SHORE MEDICAL CENTER COMMUNITY HEALTH NEEDS ASSESSMENT COMMITTEE (INTERNAL COMMITTEE); (2) ENGAGED COMMUNITY REPRESENTATIVES, ESPECIALLY THOSE WITH PUBLIC HEALTH EXPERTISE FOR INTERVIEWS; (3) COMPLETED A COMMUNITY SURVEY; (4) UPDATED DATA SOURCES; (5) ADDED NEW SECTIONS WITH CURRENT DATA; AND (6) PRIORITIZED THE HEALTH AND HEALTH-RELATED PROBLEMS. THE GUIDES AND EXPERT ADVICE FOR THE CONDUCTING THE ASSESSMENT INCLUDED: - EDUCATIONAL WEBINARS BY THE NEW JERSEY HOSPITAL ASSOCIATION; - GUIDE FOR PLANNING & REPORTING COMMUNITY BENEFIT BY CATHOLIC HEALTH ASSOCIATION; - MOBILIZING FOR ACTION THROUGH PLANNING AND PARTNERSHIP (MAPP) BY THE NATIONAL ASSOCIATION OF COUNTY & CITY OFFICIALS; - SCHEDULE H (FORM 990) BY THE US DEPARTMENT OF THE TREASURY INTERNAL REVENUE SERVICE; AND - GUIDANCE FROM PUBLIC HEALTH COMMUNITY LEADERS. IN ADDITION, THE ORGANIZATION REFERENCED KEY QUANTITATIVE SOURCES OF DATA IN ORDER TO ASSESS THE HEALTH NEEDS OF ITS COMMUNITY. INCLUDED BELOW ARE THE DATA SOURCES USED BY THE ORGANIZATION: - AMERICAN CANCER SOCIETY - AMERICAN DIABETES ASSOCIATION - AMERICAN HEART ASSOCIATION - ATLANTIC COUNTY DIVISION OF PUBLIC HEALTH - CENTERS FOR DISEASE CONTROL AND PREVENTION - COUNTY HEALTH RANKINGS, UNIVERSITY OF WISCONSIN - NEW JERSEY CANCER REGISTRY - NEW JERSEY DEPARTMENT OF HEALTH - NEW JERSEY PRIMARY CARE ASSOCIATION - UNITED STATES CENSUS BUREAU - UNITED STATES DEPARTMENT OF HEALTH AND HUMAN SERVICES THE ORGANIZATION ALSO REFERENCED THE ATLANTIC COUNTY DIVISION OF PUBLIC HEALTH COMMUNITY HEALTH ASSESSMENT AND THE ATLANTIC COUNTY DIVISION OF PUBLIC HEALTH YOUTH RISK BEHAVIORAL SURVEY FOR ADDITIONAL INFORMATION REGARDING THE HEALTH NEEDS OF THE COMMUNITY. SCHEDULE H, PART VI; QUESTION 3 IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) THE ORGANIZATION INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: (1) THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY ("FAP"), FINANCIAL ASSISTANCE APPLICATION ("APPLICATION") AND PLAIN LANGUAGE SUMMARY ("PLS") ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://SHOREMEDICALCENTER.ORG/PATIENTS_VISITORS/PATIENTS/INSURANCE/FINANC IAL_ASSISTANCE (2) PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE IN AT VARIOUS AREAS THROUGHOUT THE HOSPITAL FACILITY. (3) THE ORGANIZATIONS FAP, APPLICATION AND PLS ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE COMMUNITY SERVED. (4) SIGNS OR DISPLAYS ARE CONSPICUOUSLY POSTED IN PUBLIC HOSPITAL LOCATIONS THAT NOTIFY AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. (5) THE ORGANIZATION ALSO MAKES REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. SHORE MEDICAL CENTER HAS ENGAGED A THIRD PARTY TO PROVIDE EDUCATION AND ELIGIBILITY PROCESSING FOR FINANCIAL ASSISTANCE AND MEDICAID ELIGIBILITY. THIS THIRD PARTY MEETS WITH INPATIENTS, THEIR FAMILIES AND WALK IN PATIENTS TO PROVIDE ALL NECESSARY GUIDANCE FOR THE PATIENT FINANCIAL NEEDS. IN ADDITION THEY ALSO MAKE HOUSE CALLS FOR THOSE THAT NEED FURTHER ASSISTANCE AND HELP IN GETTING TO THE AGENCIES NECESSARY TO COMPLETE STATE APPLICATIONS. THE MEDICAL CENTER ALSO HAS AN ADDITIONAL 4 INDIVIDUALS THAT HELP PATIENTS COMPLETE THESE FORMS IN THE BUSINESS OFFICE, EMERGENCY DEPARTMENT AND THE ADMISSIONS OFFICE. SCHEDULE H, PART VI; QUESTION 4 SHORE MEDICAL CENTER IS LOCATED IN SOMERS POINT, ATLANTIC COUNTY, NEW JERSEY, APPROXIMATELY 10 MILES SOUTH OF ATLANTIC CITY, NEW JERSEY. THE MEDICAL CENTER SERVES THE HEALTHCARE NEEDS OF BOTH THE YEAR ROUND AND SUMMER RESIDENTS OF ATLANTIC AND CAPE MAY COUNTIES AS WELL AS SEASONAL VISITORS FROM OTHER COMMUNITIES AND STATES. ACCORDING TO THE MOST RECENT CENSUS DATA, ATLANTIC COUNTY IS ONE OF THE MOST DIVERSE OF NEW JERSEY'S 21 COUNTIES. OF THE 270,000 PEOPLE RESIDING IN ATLANTIC COUNTY 17.5% ARE OF AFRICAN AMERICAN DESCENT AND 15.3% ARE OF HISPANIC DESCENT. NEARLY 50,000 RESIDENTS SUFFER FROM DISABILITIES AND MORE THAN 10 PERCENT OF THE POPULATION IS BELOW THE POVERTY LEVEL. IN ADDITION, THE FOLLOWING DEMOGRAPHICS WERE CITED IN THE ORGANIZATIONS MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT: - ACCORDING TO THE 2010 U.S. CENSUS, APPROXIMATELY 36.3% OF THE POPULATION CURRENTLY BELONGS TO A RACIAL OR ETHNIC MINORITY GROUP. THESE RACIAL AND ETHNIC MINORITY GROUPS HOLD THE MOST HEALTH DISPARITIES. IN ADDITION LOW ECONOMIC LEVELS AND LIVING IN POVERTY OFTEN RESULT IN HEALTH DISPARITIES. - ATLANTIC COUNTY AND CAPE MAY COUNTY MEDIAN AND MEAN INCOMES ARE LOWER THAN NEW JERSEY (ATLANTIC COUNTY: MEDIAN $54,766; MEAN $71,086; CAPE MAY COUNTY: MEDIAN $54,292; MEAN $74,630 AND NEW JERSEY: MEDIAN $69,811; MEAN $93,475). - ATLANTIC COUNTY (11.8%) AND CAPE MAY COUNTY (12.7%) HAVE HIGHER PERCENTAGES OF THE POPULATION LIVING BELOW THE POVERTY LEVEL COMPARED TO NEW JERSEY (9.1%). - ACCORDING TO THE AMERICAN COMMUNITY SURVEY APPROXIMATELY 30,757 PEOPLE LIVE BELOW THE POVERTY LEVEL IN ATLANTIC COUNTY. - CERTAIN POPULATION GROUPS EXPERIENCE MORE POVERTY THAN OTHERS. IN ATLANTIC COUNTY CHILDREN UNDER 18 (16.9%), AFRICAN AMERICANS (32.0%) AND LATINO/AS (20.1%) ARE MORE LIKELY TO BE LIVING BELOW THE POVERTY LEVEL. POPULATIONS THAT DID NOT RECEIVE A HIGH SCHOOL DIPLOMA (20.7%) OR WERE UNEMPLOYED (23.9%) WERE ALSO MORE LIKELY TO BE LIVING BELOW THE POVERTY LEVEL. - ATLANTIC AND CAPE MAY COUNTY HAVE LOWER EDUCATIONAL ATTAINMENT LEVELS. ATLANTIC COUNTY: BACHELOR DEGREES 16.3%; GRADUATE DEGREES 7.2% CAPE MAY COUNTY: BACHELOR DEGREES 17.4%; GRADUATE DEGREES 8.9% NEW JERSEY: BACHELOR DEGREES 21.6%; GRADUATE DEGREE 13.0% - APPROXIMATELY 35,000 PEOPLE IN ATLANTIC COUNTY AND 10,000 PEOPLE IN CAPE MAY COUNTY DO NOT HAVE HEALTH INSURANCE. THERE ARE MORE MEN WHO DO NOT HAVE HEALTH INSURANCE THAN WOMEN. GROUPS AT HIGHER RISK ARE AFRICAN AMERICAN AND HISPANIC POPULATIONS, AS WELL AS PEOPLE WITH LESS EDUCATION AND LOWER ECONOMIC LEVELS. - ACCORDING TO THE CENTER FOR HEALTH CARE STRATEGIES, A DISPROPORTIONATE NUMBER OR MINORITIES AND IMMIGRANTS ARE ESTIMATED TO HAVE LITERACY PROBLEMS: 50% OF HISPANICS, 40% OF AFRICAN AMERICANS, AND 22% OF ASIANS. - PATIENTS WITH LOW LITERACY SKILLS WERE OBSERVED TO HAVE A 50% INCREASED RISK OF HOSPITALIZATION, COMPARED WITH PATIENTS WHO HAD ADEQUATE LITERACY SKILLS. - APPROXIMATELY 28.0% OF ATLANTIC COUNTY AND 24.9% OF CAPE MAY COUNTY ADULTS 20 AND OLDER WERE OBESE (BMI 30.0 OR MORE) IN 2009. SCHEDULE H, PART VI; QUESTION 5 SHORE MEDICAL CENTER IS PROUD TO MAKE A DIFFERENCE IN THE COMMUNITIES WE CALL HOME. OUR GENEROUS MEDICAL CENTER STAFF HAVE PARTICIPATED IN NUMEROUS EVENTS THAT SUPPORT AND EXEMPLIFY THE MEDICAL CENTER'S COMMITMENT TO OUR COMMUNITY. OUR PRIMARY GOAL IS TO CARE FOR AND RESPECT, ALL PATIENTS THEIR FAMILIES AND EACH OTHER. ALONG WITH THE SUPERIOR CARE THAT WE DELIVER EVERY DAY, WE STRIVE TO EDUCATE AND PROMOTE WELLNESS TO THE COMMUNITY THROUGH THE MANY OUTREACH PROGRAMS WE OFFER. MORE RECENTLY, THE MEDICAL CENTER BECAME THE FIRST HOSPITAL IN NEW JERSEY AND ONE OF LESS THAN 50 ORGANIZATIONS WORLDWIDE TO RECEIVE PLANETREE PATIENT-CENTERED CARE DESIGNATION. THE PLANETREE NETWORK IS A PATIENT CENTERED, HOLISTIC APPROACH TO HEALTHCARE, PROMOTING MENTAL, EMOTIONAL, SPIRITUAL, SOCIAL AND PHYSICAL HEALING. WE HOPE TO EMPOWER OUR PATIENTS AND FAMILIES THROUGH THE EXCHANGE OF INFORMATION TO ULTIMATELY ENCOURAGE AND FOSTER HEALING PARTNERSHIPS WITH CAREGIVERS. SCHEDULE H, PART VI; QUESTION 6 NOT FOR-PROFIT SHORE MEMORIAL HEALTH SYSTEM ENTITIES: SHORE MEMORIAL HOSPITAL D/B/A SHORE MEDICAL CENTER -------------------------------------------------- SHORE MEDICAL CENTER IS A 296-BED NOT-FOR-PROFIT, ACUTE-CARE, TAX-EXEMPT HOSPITAL LOCATED IN SOMERS POINT, NEW JERSEY. THE MEDICAL CENTER PROVIDES GENERAL HEALTHCARE SERVICES TO RESIDENTS WITHIN ITS GEOGRAPHIC LOCATION FOR A WIDE RANGE OF INPATIENT AND OUTPATIENT SERVICES, INCLUDING MEDICAL, SURGICAL, OBSTETRICAL, GYNECOLOGICAL, PEDIATRIC, EMERGENCY AND AMBULATORY CARE. THE HOSPITAL IS RECOGNIZED BY THE IRS AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, THE MEDICAL CENTER PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, THE MEDICAL CENTER OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) THE MEDICAL CENTER PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) THE MEDICAL CENTER OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK, 365 DAYS PER YEAR; 3) THE MEDICAL CENTER MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL OF THE MEDICAL CENTER RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. SHORE HEALTH SERVICES CORPORATION --------------------------------- SHORE HEALTH SERVICES CORPORATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION, NOW INACTIVE, IS A NOT-FOR-PROFIT, TAX-EXEMPT CONTROLLED AFFILIATE OF THE MEDICAL CENTER AND WAS INCORPORATED TO HOLD CERTAIN PROPERTY FOR FUTURE DEVELOPMENT. SHORE MEMORIAL HEALTH SYSTEM ---------------------------- SHORE MEMORIAL HEALTH SYSTEM IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3). THE ORGANIZATION FUNCTIONS AS THE PARENT CORPORATION OF AND SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF SHORE MEMORIAL HEALTH SYSTEM AND AFFILIATES, INCLUDING SHORE MEDICAL CENTER, WHICH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. THE ORGANZATION ALSO PROVIDES LEADERSHIP AND COORINDATION ACTIVITIES FOR ITS AFFILIATES. SHORE MEMORIAL HEALTH FOUNDATION, INC. -------------------------------------- SHORE MEMORIAL HEALTH FOUNDATION, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THE ORGANIZATION SUPPORTS AND RAISES FUNDS ON BEHALF OF THE SHORE MEMORIAL HEALTH SYSTEM, INCLUDING SHORE MEDICAL CENTER. ON DECEMBER 31, 2015, THE FOUNDATION TRANSFERRED ALL OF ITS ASSETS AND LIABILITIES TO THE MEDICAL CENTER. THE ORGANIZATION IS CURRENTLY INACTIVE. BRIGHTON BAY, LLC ----------------- BRIGHTON BAY, LLC IS A LIMITED LIABILITY COMPANY WHOSE SOLE CORPORATE MEMBER IS SHORE MEDICAL CENTER. BRIGHTON BAY, LLC MAINTAINS AND OPERATES CERTAIN HEALTHCARE RELATED RENTAL REAL ESTATE. SHORE QUALITY PARTNERS, LLC --------------------------- SHORE QUALITY PARTNERS, LLC IS A LIMITED LIABILITY COMPANY WHOSE SOLE CORPORATE MEMBER IS SHORE MEDICAL CENTER. SHORE QUALITY PARTNERS, LLC OPERATES AN INTEGRATED PHYSICIAN NETWORK THAT DOES NOT EMPLOY PHYSICIANS. FOR-PROFIT SHORE MEMORIAL HEALTH SYSTEM ENTITY: SHORE HEALTH ENTERPRISES, INC. ------------------------------ SHORE HEALTH ENTERPRISES, INC. IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS SHORE MEMORIAL HEALTH SYSTEM. THIS CORPORATION IS A MANAGEMENT SERVICE ORGANIZATION THAT PROVIDES SERVICES TO SHORE MEMORIAL PHYSICIAN'S GROUP, P.C. SHORE MEMORIAL PHYSICAN'S GROUP, P.C. ------------------------------------- SHORE MEMORIAL PHYSICIAN'S GROUP, P.C. IS A FOR-PROFIT PHYSICIAN PRACTICE PROFESSIONAL CORPORATION CONTROLLED BY SHORE MEDICAL CENTER THROUGH A NOMINEE OWNERSHIP BY A LICENSED PROFESSIONAL DUE TO STATE OF NEW JERSEY CORPORATE PRACTICE OF MEDICINE PROHIBITION RULES AND REGULATIONS. THIS ORGANIZATION WAS INCORPORATED AS A FOR-PROFIT PROFESSIONAL CORPORATION FOR THE PURPOSE OF DEVELOPING AN EMPLOYED PHYSICIAN NETWORK. THE PHYSICIANS GROUP IS DESIGNED TO ACHIEVE A MORE INTEGRATED APPROACH TO THE DELIVERY OF MEDICAL CARE FOR THE COMMUNITY SERVED BY THE MEDICAL CENTER. BAYFRONT URGENT CARE PROFESSIONAL ASSOCIATION D/B/A SHORE URGENT CARE, P.A. --------------------------------------------------------------------- SHORE URGENT CARE, P.A. IS A CONTROLLED AFFILIATE OF SHORE MEMORIAL PHYSICIANS GROUP, P.C.; A FOR-PROFIT PHYSICIAN PRACTICE PROFESSIONAL ASSOCIATION CONTROLLED BY SHORE MEDICAL CENTER THROUGH A NOMINEE OWNERSHIP BY A LICENSED PROFESSIONAL DUE TO STATE OF NEW JERSEY CORPORATE PRACTICE OF MEDICINE PROHIBITION RULES AND REGULATIONS. THIS ORGANIZATION WAS INCORPORATED AS A FOR-PROFIT PROFESSIONAL ASSOCIATION FOR THE PURPOSE OF OPERATING URGENT CARE CENTERS IN THE COMMUNMITY SERVED BY THE MEDICAL CENTER. SHORE PATHOLOGY ASSOCIATES, P.C. -------------------------------- SHORE PATHOLOGY ASSOCIATES, P.C. IS A FOR-PROFIT PHYSICIAN PRACTICE PROFESSIONAL CORPORATION CONTROLLED BY SHORE MEDICAL CENTER THROUGH A NOMINEE OWNERSHIP BY A LICENSED PROFESSIONAL DUE TO STATE OF NEW JERSEY CORPORATE PRACTICE OF MEDICINE PROHIBITION RULES AND REGULATIONS. THIS ORGANIZATION WAS INCORPORATED AS A FOR-PROFIT PROFESSIONAL CORPORATION FOR THE PURPOSE OF EMPLOYING PATHOLOGISTS THAT WORK AT THE MEDICAL CENTER. SHORE HOSPITALISTS ASSOCIATES, P.A. ----------------------------------- SHORE HOSPITALISTS ASSOCIATES, P.A IS A FOR-PROFIT PHYSICIAN PRACTICE PROFESSIONAL ASSOCIATION CONTROLLED BY SHORE MEDICAL CENTER THROUGH A NOMINEE OWNERSHIP BY A LICENSED PROFESSIONAL DUE TO STATE OF NEW JERSEY CORPORATE PRACTICE OF MEDICINE PROHIBITION RULES AND REGULATIONS. THIS ORGANIZATION WAS INCORPORATED AS A FOR-PROFIT PROFESSIONAL ASSOCIATION FOR THE PURPOSE OF ENGAGING IN THE PRACTICE OF MEDICINE AND SURGERY IN THE COMMUNITY SERVED BY THE MEDICAL CENTER. SHORE SPECIALTY CONSULTANTS, P.A. --------------------------------- SHORE SPECIALTY CONSULTANTS, P.A. IS A FOR-PROFIT PHYSICIAN PRACTICE PROFESSIONAL ASSOCIATION CONTROLLED BY SHORE MEDICAL CENTER THROUGH A NOMINEE OWNERSHIP BY A LICENSED PROFESSIONAL DUE TO STATE OF NEW JERSEY CORPORATE PRACTICE OF MEDICINE PROHIBITION RULES AND REGULATIONS. THIS ORGANIZATION WAS INCORPORATED AS A FOR-PROFIT PROFESSIONAL ASSOCIATION FOR THE PURPOSE OF ENGAGING IN THE PRACTICE OF MEDICINE AND SURGERY IN THE COMMUNITY SERVED BY THE MEDICAL CENTER. SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. THE STATE OF NEW JERSEY DOES NOT REQUIRE HOSPITALS TO ANNUALLY FILE A COMMUNITY BENEFIT REPORT WITH THE STATE OF NEW JERSEY. true CASA OF ATLANTIC & CAPE MAY COUNTIES INC 321 SHORE ROAD SOMERS POINT NJ 08244 223348198 501(C)(3) 7500 PROGRAM SUPPORT COMMUNITY PARTNERSHIP FOR EGG HARBOR TWNSHP SCHOOL 2499 SPRUCE AVENUE EGG HARBOR TWP NJ 08234 061756036 501(c)(3) 6080 PROGRAM SUPPORT SOUTH JERSEY JAZZ SOCIETY Inc PO Box 329 Somers Point NJ 08244 201268261 501(C)(3) 10000 PROGRAM SUPPORT ATLANTIC MEDICAL IMAGING LLC PO BOX 1564 INDIANAPOLIS IN 462061564 270525195 50938 program support Atlantic County Division of Public Health 201 SHORE ROAD NORTHFIELD NJ 08225 216000049 35161 PROGRAM SUPPORT SHORE SPECIALTY CONSULTANTS PA 100 MEDICAL CTR WAY SOMERS POINT NJ 08244 472248436 7086 PROGRAM SUPPORT NEW JERSEY MEDICAL & HEALTH ASSOCIATION PO BOX 824276 PHILADELPHIA PA 19182 272900232 5849 PROGRAM SUPPORT ADVANCED ANESTHESIA ASSOCIATION 1 EAST NEW YORK AVE SOMERS POINT NJ 08244 010570484 7625 PROGRAM SUPPORT GFH SURGICAL ASSOCIATES 718 SHORE ROAD SOMERS POINT NJ 08244 222696987 7235 PROGRAM SUPPORT Regional Women's Health Group LLC 227 LAUREL RoaD VOORHEES NJ 08043 223693606 9505 PROGRAM SUPPORT JERSEY SHORE GASTROENTEROLOGY 408 BETHEL ROAD SOMERS POINT NJ 08244 221378133 8002 PROGRAM SUPPORT 4 7 SCHEDULE I, PART I, QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X true true X X X X X true true false false false false false true false RONALD W JOHNSON TRUSTEE - PRESIDENT/CEO 568090 0 193705 0 456658 0 53000 0 22833 0 1294286 0 0 0 DAVID R HUGHES CFO/CDO 384169 0 74551 0 3442 0 10345 0 26496 0 499003 0 0 0 LINDA S KENWOOD COO/CNO 317172 0 57937 0 15129 0 10637 0 22427 0 423302 0 0 0 JEANNE M ROWE md CHIEF MEDICAL OFFICER 370224 0 74551 0 6650 0 10401 0 16507 0 478333 0 0 0 FREDERICK L BANNER CHIEF INFORMATION OFFICER 228328 0 45285 0 1820 0 0 0 33048 0 308481 0 0 0 ALAN L BEATTY VICE PRESIDENT HUMAN RESOURCES 205749 0 41685 0 3375 0 0 0 31553 0 282362 0 0 0 BENNETT OJSERKIS MD PHYSICIAN 239702 0 0 0 4885 0 21736 0 266323 0 0 0 ROBERT L WOOD FINANCE DIRECTOR 190210 0 5675 0 937 0 0 0 29989 0 226811 0 0 0 ROBIN KEYACK AVP SURGICAL SERVICES 183175 0 5411 0 1658 0 9576 0 14402 0 214222 0 0 0 MICHAEL J SMITH ADM DIR OF PATIENT FIN SVCS 174666 0 5265 0 1606 0 8339 0 31384 0 221260 0 0 0 CHARLES DENNIS MD PHYSICIAN ADVISOR 170158 0 0 2157 0 1508 0 23827 0 197650 0 0 0 SCHEDULE J, PART 1, QUESTION 1 THE ORGANIZATION MAINTAINS A CLUB MEMBERSHIP FOR BUSINESS PURPOSES AND MEETINGS. THIS MEMBERSHIP ENTITLES CERTAIN SHORE MEDICAL CENTER SENIOR EXECUTIVES TO THE USE OF THE CLUB'S FACILITIES. THE AMOUNTS OUTLINED HEREIN RELATING TO THE PERSONAL USE OF THIS CORPORATE MEMBERSHIP ARE TREATED AS TAXABLE WAGES AND ARE INCLUDED ON EACH INDIVIDUAL'S RESPECTIVE 2016 FORM W-2 AS TAXABLE WAGES: RONALD W. JOHNSON, $357; DAVID R. HUGHES, $357; LINDA S. KENWOOD, $1,160; JEANNE M. ROWE, M.D., $1,160 AND ALAN L. BEATTY, $357. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNT was NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN Was INCLUDED in his 2016 FORM W-2 AS TAXABLE WAGES: RONALD W. JOHNSON, $433,879. 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 AS TAXABLE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. A NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FYS6 2009-09-17 30000000 SEE SCHEDULE K, PART VI false false false B NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 64579FZH9 2010-01-27 15000000 SEE SCHEDULE K, PART VI false false false C NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 2011-12-01 13000000 SEE SCHEDULE K, PART VI false false false D NJ HEALTH CARE FACILITIES FINANCING AUTHORITY 221987084 2013-09-01 16890000 SEE SCHEDULE K, PART VI false false false A 0 0 30000000 0 0 0 598394 0 0 29401606 0 0 2011 false false true true B 0 0 15000000 0 0 0 300000 0 0 14700000 0 0 2011 false false true true C 0 0 13000000 0 0 0 218370 0 0 12781630 0 0 2011 false false true true D 0 0 16890000 0 0 0 104620 0 0 16785380 0 0 2013 false true true true A false true false false 0.00188 0.00188 true false false true B false false false false 0 true false false true C false false true true false 0.03000 0.03000 true false false true D false false false false 0 true false false true A false true true true BARCLAY'S BANK PLC 30. false false 0 false true B false true true false 0 false 0 false true C false true false false 0 false 0 false true D false true true false 0 false 0 false true A true B true C true D true . SCHEDULE K, PART I, LINE A, COLUMN F PER THE ORGANIZATIONS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, THE PURPOSES OF THE NEW JERSEY HEALTHCARE FACILITIES AUTHORITY SERIES 2009 BONDS WERE TO: (1) FINANCE A PORTION OF THE COST OF CONSTRUCTING AND EQUIPPING A NEW SURGICAL PAVILION FOR THE MEDICAL CENTER; AND (2) PAY CERTAIN COSTS INCIDENTAL TO THE ISSUANCE AND SALE OF THE 2009 BONDS. SCHEDULE K, PART I, LINE B, COLUMN F PER THE ORGANIZATIONS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, THE PURPOSES OF THE NEW JERSEY HEALTHCARE FACILITIES AUTHORITY SERIES 2010 BONDS WERE TO: (1) FINANCE A PORTION OF THE COST OF CONSTRUCTING AND EQUIPPING A NEW SURGICAL PAVILION FOR THE MEDICAL CENTER; AND (2) PAY CERTAIN COSTS INCIDENTAL TO THE ISSUANCE AND SALE OF THE 2010 BONDS. SCHEDULE K, PART I, LINE C, COLUMN F PER THE ORGANIZATIONS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, THE PURPOSES OF THE NEW JERSEY HEALTHCARE FACILITIES AUTHORITY SERIES 2011 BONDS WERE TO: (1) FINANCE CONSTRUCTION COSTS RELATED TO THE PARKING GARAGE; AND (2) PAY CERTAIN COSTS INCIDENTAL TO THE ISSUANCE AND SALE OF THE 2011 BONDS. SCHEDULE K, PART I, LINE D, COLUMN F PER THE ORGANIZATIONS CONSOLIDATED AUDITED FINANCIAL STATEMENTS, THE PURPOSES OF THE NEW JERSEY HEALTHCARE FACILITIES AUTHORITY SERIES 2013 BONDS WERE TO: (1) REPAY THE 2003 BONDS; AND (2) PAY CERTAIN COSTS INCIDENTAL TO THE ISSUANCE AND SALE OF THE 2013 BONDS. SCHEDULE K, PART IV, LINE C THE REBATE COMPUTATION FOR THE 2009 NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY TAX-EXEMPT BOND ISSUANCE WAS PERFORMED ON DECEMBER 30, 2014. THE REBATE COMPUTATION FOR THE 2010 NEW JERSEY HEALTH CARE FACILITIES FINANCING AUTHORITY TAX-EXEMPT BOND ISSUANCE WAS PERFORMED ON January 16, 2015. SONYA M BANNER FAMILY MEMBER OF OFFICER 76318 EMPLOYEE false XANITOS INC SUBSTANTIAL CONTRIBUTOR 3300788 CLEANING SERVICES false CERNER CORPORATION SUBSTANTIAL CONTRIBUTOR 2332451 INFORMATION TECHNOLOGY SVCS. false ADVANCED ICU CARE SUBSTANTIAL CONTRIBUTOR 980270 MEDICAL SERVICES false BAYFRONT EMERGENCY PHYSICIANS PA SUBSTANTIAL CONTRIBUTOR 257000 MEDICAL SERVICES false GRANT THORNTON LLP SUBSTANTIAL CONTRIBUTOR 233413 AUDIT SERVICES false PAISNER-LITVIN LLP SUBSTANTIAL CONTRIBUTOR 211809 LEGAL SERVICES false ATLANTIC CITY LINEN SUPPLY COMPANY SUBSTANTIAL CONTRIBUTOR 202621 LAUNDRY SERVICES false SCHEDULE L, PART IV XANITOS, INC. WAS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION DURING 2016. SHORE MEDICAL CENTER UTILIZED THE SERVICES OF XANITOS, INC. TOTAL FEES PAID TO XANITOS, INC. DURING 2016 AMOUNTED TO $3,300,788. SERVICES WERE RENDERED AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. CERNER CORPORATION WAS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION DURING 2016. SHORE MEDICAL CENTER UTILIZED THE SERVICES OF CERNER CORPORATION. TOTAL FEES PAID TO CERNER CORPORATION DURING 2016 AMOUNTED TO $2,332,451. SERVICES WERE RENDERED AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. ADVANCED ICU CARE WAS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION DURING 2016. SHORE MEDICAL CENTER UTILIZED THE SERVICES OF ADVANCED ICU CARE. TOTAL FEES PAID TO ADVANCED ICU CARE DURING 2016 AMOUNTED TO $980,270. SERVICES WERE RENDERED AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. BAYFRONT EMERGENCY PHYSICIANS, P.A. WAS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION DURING 2016. SHORE MEDICAL CENTER UTILIZED THE SERVICES OF BAYFRONT EMERGENCY PHYSICIANS, P.A. TOTAL FEES PAID TO BAYFRONT EMERGENCY PHYSICIANS, P.A. DURING 2016 AMOUNTED TO $257,000. SERVICES WERE RENDERED AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. GRANT THORNTON, LLP WAS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION DURING 2016. SHORE MEDICAL CENTER UTILIZED THE SERVICES OF GRANT THORNTON, LLP. TOTAL FEES PAID TO GRANT THORNTON, LLP DURING 2016 AMOUNTED TO $233,413. SERVICES WERE RENDERED AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. PAISNER-LITVIN, LLP WAS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION DURING 2016. SHORE MEDICAL CENTER UTILIZED THE SERVICES OF PAISNER-LITVIN, LLP. TOTAL FEES PAID TO PAISNER-LITVIN, LLP DURING 2016 AMOUNTED TO $211,809. SERVICES WERE RENDERED AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. ATLANTIC CITY LINEN SUPPLY COMPANY WAS A SUBSTANTIAL CONTRIBUTOR TO THE ORGANIZATION DURING 2016. SHORE MEDICAL CENTER UTILIZED THE SERVICES OF ATLANTIC CITY LINEN SUPPLY COMPANY TOTAL FEES PAID TO ATLANTIC CITY LINEN SUPPLY COMPANY DURING 2016 AMOUNTED TO $202,621. SERVICES WERE RENDERED AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. FORM 990, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Background ========== Shore Medical Center ("the medical center") is a general medical and surgical hospital recognized by the IRS as an internal revenue code section 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, Shore provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, or ability to pay. Moreover, the medical center operates consistently with the following criteria outlined in IRS revenue ruling 69-545: 1) The medical center provides medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare and Medicaid patients; 2) The medical center operates an active emergency department for all persons; which is open 24 hours a day, seven days a week, 365 days per year; 3) The medical center maintains an open medical staff, with privileges available to all qualified physicians; 4) Control of the medical center rests with its board of trustees; which is comprised of independent civic leaders and other prominent members of the community; and 5) Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. The operations of the medical center, as shown through the factors outlined above and other information contained herein, clearly demonstrate that the medical center provides substantial community benefit and that the use and control of Shore is for the benefit of the public and that no part of the income or net earnings of the organization inures to the benefit of any private individual nor is any private interest being served other than incidentally. Mission Statement ================= We care for and respect all patients, their families and each other. Organization Overview ===================== The medical center is a not-for-profit healthcare resource that has served southern New Jersey for more than 70 years. In that time, the medical center has become known for providing a compassionate level of service that goes hand in hand with its advanced technology and modern medical facilities. The medical center is a 296 bed, not-for-profit acute care medical center located in Somers Point, Atlantic County, New Jersey, approximately 10 miles south of Atlantic City, New Jersey. The medical center is licensed and approved by the state of New Jersey to operate as a general acute care hospital providing both inpatient and outpatient services to the community. Founded in 1928 and chartered in 1940 as a not-for-profit corporation, the medical center serves the healthcare needs of both the year-round and summer residents of Atlantic and Cape May counties, as well as visitors from other communities and states. The medical center has undergone more than fourteen major construction and renovation projects since 1940 to provide necessary facilities and services for its expanding patient population. In 2013, the medical center unveiled a new state-of-the-art medical oncology suite on the third floor of its freestanding cancer center. The 3,600 square foot expansion features eight spacious infusion therapy bays, three exam rooms, a family waiting room, nutrition center and a fully equipped and stocked pharmacy with a full-time oncology pharmacist. The medical center engages the talents and teamwork of the best and brightest people in the industry. Our team of physicians, nurses, technologists, managers, financial experts, board of trustees and our affiliates all work together to ensure that the community has access to the best healthcare resources when needed. The medical center continues to be accredited by the Joint Commission, the nation's predominant standards setting and accrediting body in healthcare, as a primary stroke center. Shore also is also certified by the Joint Commission for its spine surgery and hip and knee replacement programs in recognition of the medical center's strict adherence to quality standards. In 2016, the medical center received the following honors for its quality and safety measures: - The Joint Commission survey outcome exceeds expectation for hospital; - Leapfrog hospital safety score "A" concurrently for 5 cycles; - Named a top hospital in the nation for quality and safety by The Leapfrog Group; - Horizons Leapfrog Hospital Recognition Program achievement; - No hospital acquired condition reduction program payment reduction; - Pneumonia core measure 2015 - 100% and 2016 98%; AND - Heart failure core measure 2015 - 99.5% and 2016 100%. In 2016, more than 8,750 patients were admitted to the medical center, and approximately 41,943 were treated in Shore's emergency department. Community Focused Education =========================== The medical center's wellness program has been an integral part of the community, offering health education and screenings for more than 20 years. In 2016, thousands of local residents participated in clinical encounters, including approximately 500 blood pressure screenings and more than 1,000 participants in additional health screenings such as glucose and cholesterol screenings. Shore conducted these screenings and educational opportunities in Upper Township, Somers Point, Ocean City, and Pleasantville. In October 2016, Shore debuted its community farmers market which included booths containing information on healthy eating, wellness and health education. Shore is the lead agency for the New Jersey Cancer Education and Early Detection ("CEED") program in Atlantic county. The program provides cancer screening services at convenient locations within the communities we serve. Shore coordinated 617 clinical breast exams, 440 mammograms, 629 cervical cancer screenings, 102 colorectal screenings and 33 prostate screenings for the underserved population. In 2016, Shore Medical Center received $365,880 in CEED grant funding for these screenings and matched $20,111. Shore is also lead agency for the Comprehensive Cancer Control ("CCC") coalitions to provide policy, environmental and system changes in Atlantic and Cape May County in an effort to reduce cancer. In 2016, Shore Medical Center received $129,994 for these initiatives. 1,976 individuals were part of the education and outreach conducted through CEED and CCC through awareness events, workshops or lectures. Childbirth education, breast feeding, sibling preparation and other programs to welcome a newborn into the family are offered to the entire community. The medical center's website provides information on medical center programs, services and physicians. It also offers educational videos, health-focused articles and assessments. The medical center's physician finder service is free and available on the internet. The service matches a person's needs such as specialty, location, insurance and office hours to a Shore medical staff physician. Shore also engaged in an aggressive Facebook campaign to share the news of the hospital as well as a variety of health related information. In June 2016, Shore published its first issue of Shore Healthy Living, a monthly free digital magazine that focuses on educating readers about trending health topics. Doctors, nurses, and clinical experts are quoted in each issue. The magazine is distributed to 20,000 patients and community members. FORM 990, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Shore Medical Center, in partnership with Cape Regional Medical Center and Inspira Health Network continued to be a part of a health information exchange called NJ Shine. This health information exchange is comprised of a physician portal and a patient portal. The patient portal is designed to help improve the healthcare for patients through the real-time sharing of medical information. Patients can view test results, reports, medications and other healthcare information on services provided by Shore Medical Center, Inspira and Cape Regional quickly and efficiently. This greatly impacts a patient's continuity of care by providing timely access to healthcare information, avoiding unnecessary lab tests or prescribing medications that might interact with other medications the patient is on. The physician portal and patient portal can be accessed at www.shoremedicalcenter.org. Uncompensated Care ================== The medical center has long been a regional leader in meeting its commitment to the medically underserved members of the community. In addition to its community outreach programs, the medical center provides substantial amounts of uncompensated care to those least able to pay for these services. In keeping with its mission to care for patients, the medical center serves all without regard to ability to pay. In 2016 the medical center spent approximately $12.9 million at cost for medical services delivered to these patients. The medical center only received a state subsidy of approximately $82,000 to offset this amount. The medical center recognizes the financial difficulty imposed on the self-pay patient who is least able to afford to pay for healthcare services when billed at the medical center's standard charges. Therefore the medical center established an innovative policy to address the disparity between hospital-billed charges and the actual cost of providing care to the self-pay patient or under-insured patient. The method adopted is based upon sound accounting principles to determine the actual cost of providing care to patients using a known standard developed for the Medicare cost report. The policy is to apply the most current hospital specific Medicare cost to charge ratio to the self-pay patient's total charge balance and adjust the bill to cost. This adjustment is limited only to those patients not covered by insurance. This ratio is subject to change as determined by the Medicare fiscal intermediary. Patients unable to pay the cost adjusted bill in full are permitted to enter into a hospital-approved payment arrangement. Payment arrangements are determined based upon the financial condition of the patient and paid over time using our existing payment arrangement methodology. As a non-profit healthcare provider, it is the medical center's responsibility to deliver high-quality healthcare regardless of the patient's ability to pay. The medical center is committed to the community that it serves. The challenge of meeting the high costs of providing quality health services is made possible through the dedication of physicians, staff and volunteers. Affiliations ============ The medical center is a proud member of the Jefferson Neuroscience Network. The Shore Neuroscience Center's extraordinary high-tech diagnosis and treatment options, which are enhanced through the advanced technology found within the Shore surgical pavilion, are delivered with the caring touch expected from the medical center. As a member of the Jefferson Neuroscience Network, the medical center can ensure the highest quality care for area residents. Specialists from the Shore Neurosciences Center and the Jefferson Neuroscience Network collaborate using a multi-disciplinary approach to evaluation, diagnosis and treatment. Highly complex cases can be referred with accuracy and speed, aided by a seamless exchange of information. Shore continues to utilize Mayo Medical Laboratories as its primary reference laboratory, a relationship established in 2014 that gives the medical center access to Mayo Clinic's extensive menu of laboratory tests and clinical expertise, while enhancing the efficiency and affordability of advanced laboratory testing. Through this partnership, Shore has access to more advanced diagnostic and newly developed tests, especially in the areas of genetic and molecular testing. In addition, Mayo Clinic physicians and scientists in every specialty laboratory will be available for consultation regarding test selection, utilization and methodologies and result interpretation. The medical center is pleased to partner with Advanced Radiology Solutions ("ARS") to provide superior diagnostic imaging services. The ARS team has been accredited by the Joint Commission for its teleradiology services. ARS is the only one within 100 miles of the medical center to earn this recognition for its high quality services. The ARS team includes fellowship-trained and board certified radiologists who cover the broad spectrum of radiology, including interventional radiology, breast imaging, musculoskeletal radiology and neuroradiology. ARS, under the leadership of president and medical director Thomas Yu, M.D., has a rich history of team building and providing patients with a seamless continuum of care. Through its interventional radiology program, ARS has developed joint ventures in the fields of nephrology and vascular surgery, leading to successful access and endovascular aneurysm repair programs. ARS' radiologists are also trained in coronary CTA, CT colonography and breast MRI interpretations, making ARS one of the region's leading destinations for radiology services. Advanced ICU Care offers ICU programs to improve the clinical performance of its hospital partners using a comprehensive approach with a proven track record of success. As the nation's largest tele-ICU provider, Advanced ICU Care has successfully implemented and managed more programs than any other organization. The Advanced ICU Care tele-ICU program combines experienced intensivist-led care teams, sophisticated technology and collaborative programs with hospital staff and physicians to achieve a rigorous focus on evidence-based best practices that improve patient care and safety. The medical center is pleased to be affiliated with Onsite Neonatal Partners. With a unique model that places neonatologists in hospitals 24 hours a day, 7 days a week, 365 days a year, this nationally renowned group of nearly 40 neonatologists is able to improve the quality of care and reduce risks for more than 100,000 premature or otherwise fragile full term infants. Onsite physicians also provide staffing for Shore's Pediatric Care Center. Additionally, the medical center's Pediatric Care Center became aligned with St. Christophers Hospital for Children in Philadelphia to provide 24/7 pediatric care at Shore Medical Center. The medical center's long-standing affiliation with Penn Medicine continues to be a valuable partnership, providing patients with access to advanced treatment in multiple disciplines, including maternal-fetal medicine and cardiac care. Heart disease patients can turn to the medical center and Penn Heart & Vascular. Located in the medical center's surgical pavilion, a 400-square-foot, state-of-the-art cardiac catheterization suite is staffed by Penn physicians trained in performing serious cardiac procedures. When needed, the Penn Heart Rescue Helicopter is available 24 hours per day, seven days per week to provide rapid transport to Philadelphia. The Penn maternal-fetal medicine program at Shore provides extra care to mothers-to-be and their children. Women facing high-risk pregnancies can be treated for a variety of conditions, including heart disease, placental problems, diabetes, multiple gestation pregnancy and later-age pregnancy. Dr. Robert Debbs, D.O., a renowned specialist with Penn Medicine and the medical center, leads the maternal-fetal medicine program. The medical center has physicians on staff from the Rothman Institute, which is internationally recognized for excellence in orthopedic science and technology. These physicians are experts in their specialty areas and leaders in clinical research and technology. Spirit of Shore: A Planetree Initiative ======================================= Hospitals are busy places, but the staff at the medical center is never too busy to pay attention to the thoughtful gestures and kind acts that can make a meaningful difference to patients and their family members. This philosophy is the driving force behind the Spirit of Shore initiative at the medical center. The Spirit of Shore reflects the culture of caring that is unique to Shore. This culture is further evident in the medical center's affiliation with Planetree, a global non-profit organization that promotes patient-centered care in healing environments. FORM 990, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The medical center is the first and only hospital in New Jersey to be awarded the prestigious Planetree designation, recognizing the medical center's commitment to patient-centered care. There is a dedicated Planetree resource room within the surgical pavilion, which gives patients and visitors a location where they can do research or enjoy some quiet time. Since the implementation of its Spirit of Shore program in 2008, the medical center has been on a journey to create and nurture an institutional culture of patient-centered clinical, emotional and spiritual care for its patients, their families and staff. Initiatives touch every corner of the medical center's community, promoting an environment where everyone is a caregiver, regardless of their position within the organization. Our many programs and initiatives include, but are not limited to, the following: - Shared medical records; - Comfortable family lounges; - Patient directed visitation; - Hourly rounds; - Leadership rounds; - Bedside report; - Tele-ICU; - No passing zone; - Motorized scooters for patients; - Community education; and - Weekly prayer circles. The medical center's No One Dies Alone program is a volunteer program that provides companions for patients near death who do not have any family or close friends to be with them in their final hours. Volunteers sit with patients and offer solace through meditation, music, poems or simply through touch. The medical center's Patient and Family Advisory Council is made up of former Shore patients and family members, community members and volunteers. Group members share stories, provide valuable feedback on their hospital experiences and assist leadership in decision making by incorporating their experiences into Shore's philosophy and operation. The medical center staff members also use these meetings to educate the council about the medical center and healthcare issues in general. Centers of Excellence ===================== The medical center's recognized centers of excellence include but are not limited to the following: Cancer Center ------------- A cancer diagnosis is an experience that is unique to every individual. At Shore Medical Center, we respond to each patient with optimism and real solutions: a comprehensive, nationally recognized program combining the best available technology, experts in the field and quality services, including our state-of-the-art facility. The Shore Cancer Center was designed with one goal in mind: fulfilling our continuing mission to provide the most advanced healthcare services by using a multidisciplinary approach for you and your family in a warm and caring environment. A Nationally-Recognized Cancer Care Program ------------------------------------------- Since 1987, Shore Medical Center has received approval from the American College of Surgeons Commission on Cancer by meeting or exceeding the organizations stringent standards for patient care. Only one in four community cancer programs nationwide are qualified to earn this level of approval. The Shore Cancer Center specializes in prevention, advanced pulmonary diagnostics, early detection, radiation oncology, medical oncology, nurse navigation and support services, including nutritional support, social services, tobacco prevention and treatment and a cancer survivorship support. Cardiovascular Institute (CVI) ------------------------------ The medical centers cardiovascular services brings university-setting cardiac and vascular services to the community. The facility houses sophisticated technology for the diagnosis and treatment of disorders of the heart and circulatory system. The medical centers comprehensive cardiac care program includes advanced diagnostic capabilities and treatment options, as well as prevention, rehabilitation and education for those with coronary and vascular disease. The medical centers 138,000 squarefoot surgical pavilion includes a state-of-the-art cardiovascular services suite for invasive procedures such as cardiac catheterizations. Patients in need of less invasive testing, including EKGs and echocardiograms, can also have their testing done in the cardiovascular suite. The medical center also offers a non-invasive heart and lung testing center, featuring cardiac stress testing, holter-monitoring and transesophageal echocardiography. Penn Heart and Vascular at Shore Medical Center ----------------------------------------------- As a member of Penn Heart and Vascular, the medical center provides residents of the community with access to a number of high-tech diagnoses, treatments and services. Our affiliation with this national leader in heart care enhances the level of extraordinary cardiac care available in our cardiovascular suite and provides quick, coordinated access to a wide range of world-class cardiac services. The medical center also provides 24-hour, seven-day-a-week emergency transport to Philadelphia via ambulance or Pennstar helicopter for cardiac patients in need. Emergency Services ------------------ (1) Emergency Department Whether it's a sprained ankle from a run on the boardwalk or a life-threatening heart attack or stroke, the emergency staff at the medical center is ready, willing and able to help. Board certified emergency medicine physicians, who are specially trained in cardiology, neurosciences, orthopedics, obstetrics, pediatrics and more, staff the Shore Medical Center emergency department. (2) Nationally Recognized Primary Stroke Center Having received advanced certification as a Primary Stroke Center by the Joint Commission, our emergency department staff and physicians are trained in the care and treatment of stroke patients and skilled in administering TPA, the "clot busting" medication that can provide full cognitive and physical recovery when administered in time. We also provide 24-hour neurology and neurosurgery physician care. Through our membership in the Jefferson Neuroscience Network, Jefferson Neuroscience specialists are available digitally 24/7 to evaluate patients, speak with their families and, if needed, facilitate their transfer to another facility for care. (3) Penn Heart Rescue Through the Penn Heart Rescue program, patients who arrive at the Shore emergency department with symptoms of a heart attack can immediately be referred and transported via helicopter to Penn Presbyterian Medical Center in Philadelphia, a part of Penn Medicine. While the helicopter is en route, a flight nurse and paramedic perform the essential tests needed to prepare the patient for an emergency angioplasty so that no time is lost during the 25-minute helicopter flight. Neuroscience Center ------------------- The medical center has received advanced certification as a Primary Stroke Center by the Joint Commission, earning the organization's Gold Seal of Approval for strict adherence to the national standards and guidelines that help diagnose and treat stroke faster with better outcomes for our patients. Using state-of-the-art technology, including leading-edge, computer-assisted image guidance and microsurgical instrumentation, Shore's board certified neurosurgeons, neurologists, specially trained nurses and technical staff are able to diagnose and treat neurological injuries and disorders with amazing precision. The medical center's neurosciences center provides extraordinary high-tech diagnosis and treatment services, which are enhanced through the advanced technology found within the Shore surgical pavilion and delivered with the caring touch you expect from the medical center. Along with its Penn Medicine affiliation, the medical center is a member of the world-renowned Jefferson Neuroscience Network, which further ensures the highest quality care for area residents. Specialists from the Shore Neurosciences Center, Penn Medicine and the Jefferson Neuroscience Network collaborate using a multi-disciplinary approach to evaluation, diagnosis and treatment. This team approach provides unmatched services and medical sophistication to our community, a seamless delivery of care and rehabilitation designed to produce the best medical outcomes possible. Maternity Care Center --------------------- The medical center has a family-centered approach when it comes to childbirth and the hospitalization of a child. The maternity care center provides patients with a special combination of compassion, expertise and advanced technology. Special attention is paid to helping pregnant mothers and new families develop and maintain those early bonds. The medical center's family centered approach to care is also evident in the inpatient Pediatric Care Center. In 2016, 1,078 babies were born at the medical center. FORM 990, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Maternal-Fetal Medicine Program ------------------------------- Sometimes a woman needs additional expertise in the form of a maternal-fetal medicine specialist - an obstetrician who is trained in fetal medicine and high-risk pregnancies. Through our affiliation with Penn Medicine and renowned specialist Dr. Robert Debbs, D.O., the Penn maternal-fetal medicine program at the medical center provides these expectant mothers with the specialized care they need. Groundbreaking Pediatric Care Center ------------------------------------ The medical center's child-friendly Pediatric Care Center is the first of its kind in New Jersey, featuring a dedicated and separate pediatric treatment area for minor illnesses and injuries, as well as inpatient rooms. Children are seen by expert emergency department physicians in consultation with the physicians of St. Christophers Onsite Neonatal Partners. The medical centers laborist program ensures that a highly trained obstetrician-gynecologist is onsite at Shore 24 hours a day, seven days a week to assist patients in labor until their own physician arrives. The laborist program features seven skilled laborists who rotate to assist with gynecological emergencies, inpatient consultations, emergency C-sections and other needs. Thanks to the laborist program, births at Shore are on the rise, and weve seen a significant reduction in the hospital's C-section rates. Advanced Spine & Orthopedic Institute ------------------------------------- The medical center Advanced Spine & Orthopedic Institute (ASOI) is unparalleled, offering a comprehensive continuum of care within a highly integrated healthcare delivery network that takes our patients from diagnosis through treatment and rehabilitation. We help patients deal with everything from everyday aches and strains to sports injuries, serious spine and orthopedic injuries and disease, as well as joint replacement and reconstruction. Our goal is to return our patients to normal function as quickly and safely as possible. The medical center's spine surgery and hip and knee replacement programs have received the Gold Seal of Approval for Healthcare Quality by the Joint Commission. Advanced Care from the Region's Top Physicians ---------------------------------------------- The exceptional spine surgeons at the medical center have access to some of the most advanced technology available in their fields. When a patient's problem exceeds our advanced capabilities, the medical center's affiliation with Penn Medicine and our membership in the Jefferson Neuroscience Network allow for a seamless transfer of care to specialists at these two leading Philadelphia healthcare providers, in addition to the area's most exceptional and passionate physicians. Joint Replacement & Spine Education ----------------------------------- Joint and spine education classes are offered regularly for patients about to undergo joint replacement or spine surgery, as well as for the community at large through the medical center's Advanced Spine & Orthopedic Institute. Medical Services ================ Consistent with revenue ruling 69-545, all qualified physicians are eligible for medical staff privileges. During 2016, the medical center had 425 physicians on its medical staff comprised of the following medical specialties: - Alcohol & drug dependency; - Allergy/immunology; - Anesthesiology; - Cardiology; - Dermatology; - Emergency medicine; - Endocrinology; - Family practice; - Gastroenterology; - Gynecology; - Hematology; - Internal medicine; - Infectious disease; - Maternal & fetal medicine; - Medical oncology; - Nephrology; - Neurological surgery; - Neurology; - Obstetrics; - Ophthalmology; - Orthopedic surgery; - Otorhinolaryngology; - Pain management; - Pathology; - Pediatrics; - Physical medicine/rehabilitation; - Plastic surgery; - Podiatry; - Psychiatry; - Psychology; - Pulmonary medicine; - Radiation therapy; - Radiology; - Rheumatology; - General surgery; - Trauma surgery; - Thoracic surgery; - Vascular surgery; and - Urology. Community programs and medical screenings ========================================= The medical center provides numerous medical screening and other programs and services to the community in furtherance of its tax-exempt purposes including the following: 1. Shore Speakers Bureau - a free program where Shore healthcare specialists and educators provide screenings, give presentations and provide question and answer sessions for community groups who request them. 2. Cancer screenings for the uninsured funded by the NJ CEED grant - Breast, cervical, colorectal, prostate and skin cancer screenings for the public at area beaches funded by the Office of Cancer Control and Prevention grant. 3. Mammograms 4. Annual Bayfest health fair - cholesterol; - glucose; - blood pressure screening; - stroke risk assessment; - cardiac risk assessment; and - sleep and balance testing. 5. AC Weekly Health Fair, Ocean City boardwalk - cholesterol; - glucose; - blood pressure screening; - stroke risk assessment; AND - cardiac risk assessment. Please note that the aforementioned list of medical screening programs is not an all-inclusive list. More than 2,500 individuals participated in medical screenings, educational programs and other free wellness programs provided by the medical center during 2016. Lectures and Seminars ===================== The medical center provides numerous lectures, seminars and other educational programs to the community in furtherance of its tax exempt purposes including the following: 1. Shore Beginnings: Prenatal and Wellness - Lamaze-Inspired Childbirth Classes; - Breastfeeding Your Baby; - Breastfeeding Support Group; and - Maternal child health community outreach. 2. Cancer recovery and supportive care services 3. Adult support groups - Living at the Shore with Lymphedema; and - Look Good....Feel Better. 4. Smoking Cessation 5. Free Surgical Education Programs (neck & spine surgery, joint replacement education) 6. Workshops - family life services; - health workshops; - lifestyle workshops; - medical lectures; and - nutrition. 7. Senior Socials The volunteers at the medical center continued the popular "Senior Socials" series in 2016. Each month, seniors are invited to attend free social and educational events at the medical center hosted by senior volunteers. These events feature free bingo for prizes, complimentary refreshments, and an educational session hosted by a health expert from the medical center or a community partner. Please note that the aforementioned list of community education programs is not an all-inclusive list. Community Involvement ===================== Shores commitment to honor and support our nations veterans is a top priority. In 2016, Shore held a public ceremony in its park along Bay Avenue on Veterans Day. More than 1,500 American flags were planted in honor of those who have served and who are currently serving. Following this ceremony, Shore presented all veterans who are being cared for at hospital with a flag pin and a salute by fellow veterans. The medical center is proud to support our local community in a number of ways, including through sponsorships, walk-a-thons, toy drives, health fairs and expos. In 2016, we supported the following: - American Heart Association Heart Walk; - Walk for the Wounded; - the Somers Point Memorial Day Parade; - the Community Partnership for Egg Harbor Township Schools; - Somers Point Bayfest and Good Old Days Festival; - American Cancer Societys Making Strides Against Breast Cancer walk; - South Jersey Jazz Society, and much more. The medical center also provided health screenings at many of these events and other community health fairs at 55 and over communities, fitness centers and some of our areas larger employers. United Way ---------- The medical center employees generously contributed more than $14,503 to the United Way of Greater Philadelphia and Southern New Jersey in 2016. The United Way supports more than 60 programs at 39 local health and human services agencies. CORE FORM, PART I AND CORE FORM, PART X CERTAIN RECLASSIFICATIONS HAVE BEEN MADE TO PRIOR YEAR BALANCES PREVIOUSLY REPORTED TO CONFORM TO THE CURRENT PRESENTATION ON THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THESE RECLASSIFICATIONS HAVE NO IMPACT ON THE NET ASSETS OF THE ORGANIZATION WHICH WERE PREVIOUSLY REPORTED. CORE FORM, PART III, QUESTION 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 SHORE MEMORIAL HEALTH SYSTEM ("SYSTEM") IS THE SOLE MEMBER OF THIS ORGANIZATION. SYSTEM HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM and affiliates; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). SHORE MEMORIAL HEALTH SYSTEM IS THE tax-exempt PARENT ENTITY OF THE SYSTEM. THis ORGANIZATION'S FEDERAL FORM 990 WAS provided TO EACH VOTING MEMBER OF ITS GOVERNING BODY (ITS BOARD OF TRUSTEES) PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE ORGANIZATION'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL certified public accounting ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND SYSTEM INDIVIDUALS INCLUDING THE CHIEF FINANCIAL OFFICER/CHIEF DEVELOPMENT OFFICER, DIRECTOR OF FINANCE AND VARIOUS OTHER INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR REVIEW. THE ORGANIZATION'S INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. A MEETING with the organization's audit and compliance committee WAS ALSO HELD TO REVIEW THE FINAL DRAFT OF THE FEDERAL FORM 990. FOLLOWING THIS REVIEW, THE FINAL FEDERAL FORM 990 WAS provided TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM and affiliates; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). SHORE MEMORIAL HEALTH SYSTEM IS THE tax-exempt PARENT ENTITY OF THE SYSTEM. THIS ORGANIZATION AND THE SYSTEM REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND SENIOR MANAGEMENT PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION AND ITS CHIEF COMPLIANCE OFFICER FOR REVIEW. THE CHIEF COMPLIANCE OFFICER PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES WHICH CONTAINS INFORMATION DISCLOSED ON AN INDIVIDUAL BY INDIVIDUAL BASIS AND PRESENTS THIS SUMMARY TO THE ORGANIZATION'S AUDIT AND COMPLIANCE COMMITTEE FOR ITS REVIEW AND DISCUSSION. THEREAFTER, ANY SIGNIFICANT DISCLOSURES OF A MATERIAL NATURE INVOLVING THE ORGANIZATION'S GOVERNING BODY OR SENIOR LEADERSHIP IS REPORTED TO THE ORGANIZATION'S GOVERNANCE COMMITTEE FOR ITS REVIEW AND DISCUSSION. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM and affiliates; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). SHORE MEMORIAL HEALTH SYSTEM IS THE tax-exempt PARENT ENTITY OF THE SYSTEM. THIS ORGANIZATION'S BOARD OF TRUSTEES HAS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT personnel INCLUDING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER/CHIEF DEVELOPMENT OFFICER, chief operating officer/chief nursing officer, chief medical officer, chief information officer and vice president of human resources ("senior leadership"). THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF the organization's senior leadership. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 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" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEWING OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THIS STUDY USED COMPARABLE GEOGRAPHIC AND DEMOGRAPHIC MARKET DATA INCLUDING BUT NOT LIMITED TO SIMILAR SIZED HOSPITALS, # OF LICENSED BEDS AND NET PATIENT SERVICE REVENUE. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO the organization's senior leadership. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY department of the treasury. CORE FORM, PART VII AND SCHEDULE J core form, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OR INDEPENDENT CONTRACTORS OF THIS ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM and affiliates; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). SHORE MEMORIAL HEALTH SYSTEM IS THE tax-exempt PARENT ENTITY OF THE SYSTEM. THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS and OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED ON core form, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON core form, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF SHORE MEMORIAL HEALTH SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN FUND BALANCE INCLUDE: - CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - $617,944; - OTHER CHANGES IN PENSION AND OTHER POSTRETIREMENT BENEFITS - ($4,170,455); - WRITE OFF OF TEMPORARILY RESTRICTED CONTRIBUTION RECEIVABLE - ($192,030); AND - PERMANENTLY RESTRICTED CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST - $13,184. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM and affiliates; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). SHORE MEMORIAL HEALTH SYSTEM IS THE tax-exempt PARENT ENTITY OF THE SYSTEM. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF SHORE MEMORIAL HEALTH SYSTEM AND ALL ITS AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2016 AND DECEMBER 31, 2015; RESPECTIVELY. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE INDEPENDENT CPA FIRM ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS FOR each YEAR. THE organization's AUDIT AND COMPLIANCE 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. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM and affiliates; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 AUDIT. FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:16488242 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SALARIES & FEES TOTAL FEES:8777004 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTION FEES TOTAL FEES:1106005 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:1142920 FORM 990 PART IX LINE 11G DESCRIPTION:TRANSCRIPTION FEES TOTAL FEES:365477 FORM 990 PART IX LINE 11G DESCRIPTION:CARE MANAGEMENT FEES TOTAL FEES:316192 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:870094 BRIGHTON BAY LLC 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 454335590 HOLDING/MGMT NJ 625508 9462860 SMH SHORE QUALITY PARTNERS LLC 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 464384840 HEALTH SVCS. NJ 1033935 -2235246 SMH SHORE HEALTH SERVICES CORPORATION 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 222866335 holding co. NJ 501(C)(3) 509(A)(3) SMHS false SHORE MEMORIAL HEALTH SYSTEM 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 222866326 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) N/A false SHORE MEMORIAL HEALTH FOUNDATION INC 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 342027846 inactive NJ 501(C)(3) 509(A)(1) SMH true SHORE HEALTH ENTERPRISES INC 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 223501680 RENTAL REAL Est. NJ N/A C CORP. false SHORE MEMORIAL PHYSICIAN'S GROUP PC 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 275440611 HEALTHCARE SVcs. NJ SMH C CORP. 19824683 561335 1.00000 true BAYFRONT URGENT CARE PA 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 274211365 HEALTHCARE SVcs. NJ SMH C CORP. 2002454 130411 1.00000 true SHORE HOSPITALISTS ASSOCIATES PA 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 472173802 HEALTHCARE SVcs. NJ SMH C CORP. 2115228 337963 1.00000 true SHORE PATHOLOGY ASSOCIATES PC 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 464221478 HEALTHCARE SVcs. NJ SMH C CORP. 726248 58701 1.00000 true SHORE SPECIALTY CONSULTANTS PA 100 MEDICAL CENTER WAY SOMERS POINT NJ 08244 472248436 HEALTHCARE SVcs. NJ SMH C CORP. 4363516 371963 1.00000 true false false false true true false false false false false false false false true true false false true false SHORE MEMORIAL PHYSICIAN'S GROUP PC D 448893 COST SHORE PATHOLOGY ASSOCIATES PC E 254950 COST SHORE MEMORIAL HEALTH SYSTEM INC O 74495 COST SCHEDULE R, PART V THE ORGANIZATION IS AN AFFILIATE within SHORE MEMORIAL HEALTH SYSTEM AND AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). SHORE MEMORIAL HEALTH SYSTEM IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. Shore MEMORIAL HOSPITAL ROUTINELY PAYS EXPENSES FOR VARIOUS RELATED AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.