HACKENSACK MERIDIAN HEALTH INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HACKENSACK MERIDIAN HEALTH INC (EIN 22-3474145)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349307995
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T15:46:51-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 SOUTH STREET STE 200 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223474145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERIDIAN HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH LEMAIRE | InCareOfNm |
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 7327517500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 CAMPUS PARKWAY | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GLENNING | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8488884405 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J PANICO | PreparerPersonNm |
| PTIN | P00365556 | PTIN |
| Phone | 9738989494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN K LLOYD FACHE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 CAMPUS PARKWAY | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,765,779 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.meridianhealth.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS THE PARENT ENTITY of a TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THE ORGANIZATION COORDINATES AND SUPPORTS THE CHARITABLE ACTIVITIES OF THE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,305,535 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $822,221 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,839,066 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,742,546 | CYInvestmentIncomeAmt |
| PY Other Revenue | $451,723 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,918,192 | PYTotalRevenueAmt |
| CY Total Revenue | $2,564,767 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,777,428 | PYOtherExpensesAmt |
| CY Other Expenses | $8,207,551 | CYOtherExpensesAmt |
| PY Total Expenses | $8,777,428 | PYTotalExpensesAmt |
| CY Total Expenses | $8,207,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,859,236 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,642,784 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,341,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,755,192 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,169,080 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,735,302 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$827,535 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,019,890 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF THE MERIDIAN HEALTH SYSTEM, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ITS ROLE, THE ORGANIZATION COORDINATES AND SUPPORTS THE CHARITABLE ACTIVITIES OF THE SYSTEM. PLEASE REFER TO THE SYSTEM'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,727,195 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $325,975 | RevenueAmt |
| Desc | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF THE MERIDIAN HEALTH SYSTEM, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ITS ROLE, THE ORGANIZATION COORDINATES AND SUPPORTS THE CHARITABLE ACTIVITIES OF THE SYSTEM. PLEASE REFER TO SCHEDULE O FOR THE SYSTEM'S COMMUNITY BENEFIT STATEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,003,968 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,858 | RevenueAmt |
| Desc | PROMOTE EVIDENCE-BASED MEDICINE, PATIENT ENGAGEMENT, CARE COORDINATION, AND THE DEVELOPMENT OF AN INFRASTRUCTURE FOR ACCOUNTABLE CARE ORGANIZATION PROVIDERS TO INTERNALLY REPORT ON QUALITY AND COST METRICS. PLEASE REFER TO SCHEDULE O FOR THE SYSTEM'S COMMUNITY BENEFIT STATEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $476,388 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $476,388 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING IT CONSULTING AND PROCESS IMPROVEMENT SERVICES FOR THE AFFILIATES OF MERIDIAN HEALTH SYSTEM, INC. PLEASE REFER TO SCHEDULE O FOR THE SYSTEM'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,207,551 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH LEMAIRE | PersonNm |
| Phone | 7327517500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 CAMPUS PARKWAY | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Gordon N Litwin Esq | |||||||
| Chairperson - Trustee | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Peter Reinhart Esq | |||||||
| Vice Chairperson - Trustee | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Richard A Amdur Esq | |||||||
| Secretary - Trustee | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Alfred J Schiavetti | |||||||
| Treasurer - Trustee | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John K Lloyd FACHE | |||||||
| Trustee; Ex-Officio-Pres/CEO | 5.0 | 55.0 | Yes (X) | Yes (X) | $0 | $2,013,124 | $1,136,528 |
| Peter H Wegener Esq | |||||||
| Imm. Past Chair/Ex-Officio | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Ivan Brown | |||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Luke Kealy Esq | |||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Thomas Dolan | |||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Gregg Azcuy | |||||||
| Trustee | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Norman V Buttaci | |||||||
| Trustee; Ex-Officio | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Steven Lisser MD | |||||||
| Trustee; Ex-Officio | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Thomas Yu MD | |||||||
| Trustee; Ex-Officio | 3.0 | 0.0 | Yes (X) | $0 | $30,000 | $0 | |
| Michael F Lospinuso MD | |||||||
| Trustee; Ex-Officio | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bonnie Robinson-Gallaro MD | |||||||
| Trustee; Ex-Officio | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Cornelius Gallagher MD | |||||||
| Trustee; Ex-Officio | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Steven G Littleson | |||||||
| President MHC | 5.0 | 55.0 | Yes (X) | $0 | $1,217,636 | $199,108 | |
| Joseph M Lemaire | |||||||
| Executive VP/PARTNER CO OPS | 5.0 | 55.0 | Yes (X) | $0 | $1,197,027 | $420,864 | |
| Salvatore Inciardi | |||||||
| Assistant Secretary | 3.0 | 52.0 | Yes (X) | $0 | $693,194 | $132,309 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,150,981 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,888,809 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DRINKER BIDDLE REALTH LLP | |||||
| ONE LOGAN SQUARE STE 2000 | PHILADELPHIA | PA | 181036996 | LEGAL | $1,158,212 |
| REED SMITH LLP | |||||
| PO BOX 360110 | PITTSBURGH | PA | 152516110 | LEGAL | $1,148,821 |
| AMDUR MAGGS SHORE PC | |||||
| PO BOX 190 | OAKHURST | NJ | 07755 | LEGAL | $564,625 |
| AVANTAS LLC | |||||
| 11128 JOHN GALT BLVD STE 400 | OMAHA | NE | 68137 | CONSULTING | $504,759 |
| ERNST YOUNG LLP | |||||
| PO BOX 640382 | PITTSBURGH | PA | 152640382 | ACCOUNITNG/AUDITING | $130,487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING REVENUE | 541519 | $476,388 | $476,388 |
| PATRONAGE REVENUE | 900099 | $325,975 | $325,975 |
| ACCOUNTABLE CARE ORGANIZATION REVENUE | 541900 | $19,858 | $19,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $822,221 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,518,349 | TotalRevenueColumnAmt |
| Exclusion | -$3,518,349 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $101,012 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $101,012 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,360,895 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,100,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,260,895 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,260,895 | TotalRevenueColumnAmt |
| Exclusion | $5,260,895 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,564,767 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $822,221 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,742,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,321,040 | TotalAmt |
| Program Services | $2,321,040 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,507 | TotalAmt |
| Program Services | $272,507 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,562,916 | TotalAmt |
| Program Services | $2,562,916 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225 | TotalAmt |
| Program Services | $225 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,792 | TotalAmt |
| Program Services | $112,792 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,711 | TotalAmt |
| Program Services | $10,711 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,486 | TotalAmt |
| Program Services | $23,486 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140 | TotalAmt |
| Program Services | $1,140 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,603 | TotalAmt |
| Program Services | $35,603 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTUAL EXPENSES | $2,280,738 | $2,280,738 | $0 | $0 |
| MERGER EXPENSES | $572,106 | $572,106 | ||
| PURCHASED SERVICES | $2,976 | $2,976 | ||
| MISCELLANEOUS EXPENSES | $11,311 | $11,311 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,207,551 | TotalAmt |
| Program Services | $8,207,551 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $885,784 | BOYAmt |
| EOY | $960,833 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,199,450 | BOYAmt |
| EOY | $14,657,506 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $838,450 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $685,574 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,634 | BOYAmt |
| EOY | $152,876 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,131 | BOYAmt |
| EOY | $5,418,367 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,385 | BOYAmt |
| EOY | $730,748 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,161 | BOYAmt |
| EOY | $834,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,341,545 | BOYAmt |
| EOY | $22,755,192 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,480 | BOYAmt |
| EOY | $6,484,450 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,431,557 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645,000 | BOYAmt |
| EOY | $645,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,600 | BOYAmt |
| EOY | $3,174,295 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,169,080 | BOYAmt |
| EOY | $13,735,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,028,874 | BOYAmt |
| EOY | $9,019,890 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,339 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$827,535 | BOYAmt |
| EOY | $9,019,890 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,341,545 | BOYAmt |
| EOY | $22,755,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,642,784 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $1,349,680 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $14,140,529 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 10 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (10 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MERIDIAN HOSPITALS CORPORATION | ||||
| 223471515 | 3 | Yes (true) | $0 | $0 |
| MERIDIAN NURSING & REHABILITATION INC | ||||
| 521772578 | 9 | Yes (true) | $0 | $0 |
| MERIDIAN PRACTICE INSTITUTE INC | ||||
| 061755235 | 9 | Yes (true) | $4,798,649 | $0 |
| MERIDIAN HOME CARE SERVICES INC | ||||
| 222731440 | 9 | Yes (true) | $0 | $0 |
| JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION INC | ||||
| 222342452 | 7 | Yes (true) | $0 | $0 |
| OCEAN MEDICAL CENTER FOUNDATION INC | ||||
| 222361311 | 7 | Yes (true) | $300,000 | $0 |
| RIVERVIEW MEDICAL CENTER FOUNDATION INC | ||||
| 222333524 | 7 | Yes (true) | $0 | $0 |
| MERIDIAN HEALTH FOUNDATION INC | ||||
| 300107825 | 7 | Yes (true) | $0 | $0 |
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION INC | ||||
| 222666099 | 7 | Yes (true) | $2,000,000 | $0 |
| BAYSHORE COMMUNITY HOSPITAL FOUNDATION INC | ||||
| 222367109 | 7 | Yes (true) | $200,000 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 10 | SupportedOrganizationsTotalCnt |
| Support Sum | $7,298,649 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART I, QUESTION 11G | IN ADDITION TO THE FINANCIAL SUPPORT DESCRIBED IN ATTACHMENT 1, MERIDIAN HEALTH SYSTEM, INC. PROVIDES CENTRALIZED SERVICES SUCH AS: STRATEGIC PLANNING, BOARD GOVERNANCE, FINANCE AND COMPLIANCE AND AUDIT TO EACH OF ITS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION D; QUESTION 3 | By virtue of the relationship outlined in Part IV, Section D, Question #2, the supported organizations have a significant voice in this organizations investment policies and in directing the use of this organizations income or assets since they are all affiliates within Meridian Health; a tax-exempt integrated healthcare delivery system. Meridian Health System, Inc. is the tax-exempt parent entity of Meridian Health and, in this role, coordinates, oversees and supports the charitable activities of Meridian Health. All organizations, in keeping with the charitable mission of Meridian Health and in furthering the continuum of care, work together to provide medically necessary healthcare services to all individuals in a nondiscriminatory manner regardless of race, color, creed, sex, national origin or ability to pay. |
| SCHEDULE A, PART IV, SECTION E, QUESTIONS 3A & 3B | IN ACCORDANCE WITH ITS GOVERNING DOCUMENTS AND STATED MISSION AND CHARITABLE PURPOSES, MERIDIAN HEALTH SYSTEM, INC. HAS THE POWER TO REGULARLY APPOINT OR ELECT THE OFFICERS, DIRECTORS, OR TRUSTEES OF EACH OF ITS SUPPORTED ORGANIZATIONS. MERIDIAN HEALTH SYSTEM, INC. HAS ALSO EXERCISED A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. MERIDIAN HEALTH SYSTEM, INC. COORDINATES AND SETS THE STRATEGIC PLANS AND GOALS AND FURTHERS THE CHARITABLE PURPOSES AND MISSION OF ALL OF ITS SUPPORTED ORGANIZATIONS THROUGH COMMITTEES OF ITS GOVERNING BODY THAT FUNCTION AS COMMITTEES OF MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM OF WHICH MERIDIAN HEALTH SYSTEM, INC. IS THE TAX-EXEMPT PARENT. ADDITIONALLY, THE ORGANIZATION'S GOVERNANCE STRUCTURE, THROUGH ITS BOARD COMMITTEES, PROVIDES DIRECTION AND OVERSIGHT AS IT RELATES TO STRATEGIC PLANNING, BOARD GOVERNANCE, FINANCE AND COMPLIANCE AND AUDIT. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,339 | BeginningYearBalanceAmt |
| End Year Balance | $201,339 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,339 | BeginningYearBalanceAmt |
| End Year Balance | $201,339 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,339 | BeginningYearBalanceAmt |
| End Year Balance | $201,339 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,339 | BeginningYearBalanceAmt |
| End Year Balance | $201,339 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,700 | OtherCostOrOtherBasisAmt |
| Book Value | $85,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $752,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $685,574 | DepreciationAmt |
| Book Value | $67,176 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $152,876 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED USE | Desc |
| Book Value | $5,418,367 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,418,367 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $3,174,295 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,174,295 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V | ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE FOUNDATIONS OF MERIDIAN HEALTH HAVE A PRACTICE OF APPROPRIATING FOR DISTRIBUTION EACH YEAR THE FIRST 5% OF THE CURRENT EARNINGS ON ENDOWMENT FUNDS. IN ESTABLISHING THIS PRACTICE, THE FOUNDATIONS CONSIDERED THE DURATION AND PRESERVATION OF THE FUNDS; THE PURPOSES OF BOTH THE FUND AND MERIDIAN; THE GENERAL ECONOMIC CONDITIONS INCLUDING THE EFFECTS OF INFLATION OR DEFLATION; THE INVESTMENT POLICY AND EXPECTED TOTAL INCOME RETURN AND APPRECIATION ON THE INVESTMENTS; AND OTHER RESOURCES OF MERIDIAN. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATIONS EXPECT THE CURRENT SPENDING PRACTICE TO ALLOW ITS ENDOWMENTS TO GROW AT AN ANTICIPATED RATE OF 3% ANNUALLY. |
| SCHEDULE D, PART X | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THE MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ISSUES AUDITED CONSOLIDATED FINANCIAL STATEMENTS PREPARED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CPA FIRM, WHICH INCLUDE ALL RELATED ENTITIES. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS ALSO CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. THE FIN 48 (ASC 740) DISCLOSURE BELOW IS FROM THE SYSTEM'S INCOME TAX FOOTNOTE INCLUDED IN THE SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES FOOTNOTE OF ITS 2015 AUDITED CONSOLIDATED FINANCIAL STATEMENTS: ALL OF THE NOT-FOR-PROFIT ENTITIES INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS ARE CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE") AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THESE ENTITIES ARE ALSO EXEMPT FROM STATE INCOME TAXES. PER THE REQUIREMENT TO ASSESS FOR TAX UNCERTAINTY, MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE ACCRUED OR REPORTED. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $23,425,178 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $23,425,178 | SubtotalSpentAmt |
| Total Spent | $23,425,178 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART IV, FOREIGN FORMS | FormAndLineReferenceDesc |
| Explanation | Meridian Health System, Inc. (EIN 22-3474145) is the sole member of Meridian Hospitals Corporation (EIN 22-3471515) and Coastal Medical Insurance Limited (EIN 98-0166769). Pursuant to an alternative risk financing arrangement, Meridian Hospitals Corporation made payments to Coastal Medical Insurance Limited that did not qualify as insurance premiums for federal tax purposes. In accordance with federal tax principles, such payments were treated as constructive dividends by Meridian Hospitals Corporation to Meridian Health System, Inc. followed by constructive capital contributions by Meridian Health System, Inc. to Coastal Medical Insurance Limited under Internal Revenue Code Section 351. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John K Lloyd FACHE | ||||||||||||||
| Trustee; Ex-Officio-Pres/CEO | $0 | $1,140,835 | $0 | $800,000 | $0 | $72,289 | $0 | $1,082,972 | $0 | $53,556 | $0 | $3,149,652 | $0 | $0 |
| Steven G Littleson | ||||||||||||||
| President MHC | $0 | $689,432 | $0 | $280,000 | $0 | $248,204 | $0 | $166,302 | $0 | $32,806 | $0 | $1,416,744 | $0 | $228,197 |
| Joseph M Lemaire | ||||||||||||||
| Executive VP/PARTNER CO OPS | $0 | $787,587 | $0 | $200,000 | $0 | $209,440 | $0 | $386,113 | $0 | $34,751 | $0 | $1,617,891 | $0 | $0 |
| Salvatore Inciardi | ||||||||||||||
| Assistant Secretary | $0 | $356,817 | $0 | $180,000 | $0 | $156,377 | $0 | $108,951 | $0 | $23,358 | $0 | $825,503 | $0 | $146,625 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I; QUESTION 4B | THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, BOX 1, AS TAXABLE WAGES: STEVEN G. LITTLESON, $228,197 AND SALVATORE INCIARDI, $146,625. The amount reflected in Schedule J, Part II, Column B(iii) for the following individual includes an amount of compensation that was provided to the individual in accordance with his employment contract and terms of employment at Meridian Health and in accordance with Meridian Health's compensation review and approval process described in our response to Core Form, Part VI, Question 15 to ensure compensation is reasonable and at fair market value rates. The amount outlined herein was included in the individual's 2015 form W-2, Boxes 1 and 5, as taxable wages: Joseph M. Lemaire, $170,000. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR JOHN K. LLOYD, FACHE INCLUDES A RETENTION BONUS IN THE AMOUNT OF $350,000 WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, MR. LLOYD MAY NEVER RECEIVE THIS BENEFIT. THIS AMOUNT WAS NOT INCLUDED IN HIS 2015 FORM W-2, AS TAXABLE WAGES. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR JOSEPH M. LEMAIRE INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IN THE AMOUNT OF $348,103 WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, MR. LEMAIRE MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THIS AMOUNT WAS NOT INCLUDED IN HIS 2015 FORM W-2, AS TAXABLE WAGES. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE INTEREST CREDITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, AS TAXABLE WAGES: JOHN K. LLOYD, FACHE, $668,977; STEVEN G. LITTLESON, $131,654; JOSEPH M. LEMAIRE, $30,210 AND SALVATORE INCIARDI $65,149. |
| SCHEDULE J, PART I; QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2015 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2015 FORM W-2, BOXES 1 AND 5, AS TAXABLE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. |
| SCHEDULE J, PART II, COLUMN F | THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) FOR THE FOLLOWING INDIVIDUALS REPRESENT UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN THAT BECAME TAXABLE IN 2015 BECAUSE THEY WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE, AND WERE REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR FORMS 990 OF THE ORGANIZATION. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2015 FORM W-2, BOX 1, AS TAXABLE WAGES: STEVEN G. LITTLESON, $228,197 AND SALVATORE INCIARDI, $146,625. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMDUR MAGGS SHORE PC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE/OFFICER - AMDUR | RelationshipDescriptionTxt |
| Transaction | $564,625 | TransactionAmt |
| Transaction | LEGAL - SEE PART V | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | Richard A. Amdur, Esq. is a partner with Amdur, Maggs & Shore, PC. Meridian Health System, Inc. utilized the services of Amdur, Maggs & Shore, PC during 2015. Total fees paid to Amdur, Maggs & Shore, PC in 2015 were $524,625. Services were rendered at fair market value rates pursuant to arm's length negotiations comparable to other firms providing similar services to Meridian Health System, Inc. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III; STMT OF PROGRAM SERVICE ACCOMPLISHMENTS | Meridian Health System, Inc. is a not-for-profit health care organization and is the sole corporate member of various health care-related organizations, the majority of which are tax-exempt entities. The internal revenue service ("IRS") has recognized Meridian Health System, Inc. as being a tax-exempt organization under internal revenue code ("IRC") section 501(c)(3). As the parent organization of a tax-exempt integrated health care delivery system, meridian health system, inc. strives to continually develop and operate a multi-hospital integrated health care delivery system which provides a comprehensive spectrum of medically necessary health care services to the residents of new jersey. Meridian health system, inc. ensures that its system provides medically necessary health care services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay. Meridian Hospitals Corporation ("MHC"), A TAX-EXEMPT AFFILIATE IN MERIDIAN HEALTH, INCLUDES THE FOLLOWING HOSPITALS: - JERSEY SHORE UNIVERSITY MEDICAL CENTER - RIVERVIEW MEDICAL CENTER - OCEAN MEDICAL CENTER - SOUTHERN OCEAN MEDICAL CENTER - BAYSHORE COMMUNITY HOSPITAL - K. HOVNANIAN CHILDREN'S HOSPITAL ALL OF THESE HOSPITALS ARE RECOGNIZED BY THE IRS AS IRC SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. PURSUANT TO THEIR CHARITABLE PURPOSES, THE HOSPITALS PROVIDE MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN RELIGION OR ABILITY TO PAY. MOREOVER, THE HOSPITALS OPERATE CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) EACH HOSPITAL PROVIDES MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) EACH HOSPITAL OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3) EACH HOSPITAL MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL OF EACH HOSPITAL RESTS WITH ITS BOARD OF DIRECTORS; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. Meridian's Continuum of Care ---------------------------- Meridian Health offers its communities convenient care close to home. From preventative screenings to diagnostic medicine, inpatient to in-home care, fitness to rehab...Meridian offers it all across one seamless continuum. Were there with you every step of your wellness journey. Thats Meridian Health. Thats Taking Care of New Jersey. Population Health as a Priority ------------------------------- Population Health looks at health care from a different perspective. Instead of treating patients when theyre sick, Population Health allows us to improve patient health and prevent sickness from occurring or worsening. Population Health at Meridian grew significantly in 2015 adding team members, growing its clinically integrated network, and expanding its number of payor partnerships. Population Health also implemented new online, data-driven tools, enhancing patient care and providing physicians with a new level of insight. Partners in Good Health ----------------------- Meridian Health Partners, Meridian Healths clinically integrated network, is growing rapidly, boasting more than 1,500 participating physicians, which has expanded the network by nearly 50 percent between November 2015 and February 2016. Meridian Health Partners provides administrative support for clinical data analysis and reporting, enabling its members to focus on delivering the best coordinated care. By giving physicians a more holistic view of their patients health, patients are guaranteed treatment and care plans that best suit their individual needs, resulting in improved quality and satisfaction. Strength in Numbers ------------------- As Meridians Accountable Care Organization (ACO) enters its fourth year, it has grown to 700 participating providers and more than 44,000 beneficiaries. In 2014, Meridians ACO experienced another successful year, meeting key benchmarks and achieving a Quality Score of 86.45 percent. Meridians ACO submitted for a three-year renewal and was approved. The renewal period will last from 2016 until 2018. Keeping Care Affordable ----------------------- Meridian Health Partners strengthened its affordable health care offerings through contract signings with Aetna, AmeriHealth New Jersey, and Horizon Blue Cross Blue Shield of New Jersey (BCBSNJ). Aetna will be rolling out Aetna Whole Health-Meridian Health, a co-branded product with Meridian Health that gives Aetna members cost-effective access to highly coordinated care through Meridian Health Partners and Meridian Healths hospitals. With Horizon BCBSNJs OMNIA plan and AmeriHealth New Jerseys Advantage plan, participants save on out-of-pocket costs by utilizing each plans Tier 1 network featuring Meridian Health. These contracts are a culmination of Meridian Healths effort to develop programs that integrate patient care while simultaneously reducing costs and increasing quality. Getting Connected ----------------- Meridian Health is leveraging its Cerner HealtheIntent platform to improve patient care and engagement across its more than 100 locations. The multi-purpose solution enables Meridian Health to collect patient data across its continuum of care, helping improve outcomes and lower costs. Meridian Health has already implemented 13 disease and wellness registries and is in the process of executing 10 additional registries, giving physicians better insight into their patients and helping proactively expose gaps in care. Meridian Health is also using Crimson Population Risk Management Platform in order to manage cost and quality, putting Meridians vast clinical data to work. Putting Care First ------------------ Meridian Health is dedicated to delivering the best care to its patients and that is why were redesigning the current care management model across the continuum of care. A successful care management program will work seamlessly across Meridian from hospital to home care, benefitting both Meridian patients and team members by ensuring patient care is delivered safely, effectively, and efficiently. Team members and team leaders have been meeting regularly in order to gain a deeper understanding of todays current care model, uncover areas of improvement, and identify where care can be streamlined. Meridian CardioVascular Network ------------------------------- Meridian CardioVascular Network provides the regions most complete, most coordinated heart and vascular care. Our heart and vascular experts, who tout years of professional service, offer highly advanced and personalized care others simply cannot. From breakthrough treatments, such as the Watchman Left Atrial Appendage Closure Implant procedure, to milestones in achievements, including more than 100 annual Transcatheter Aortic Valve Replacement (TAVR) procedures and a bounty of awards, Meridians CardioVascular Network certainly has a heart of gold when it comes to the heart of the matter: our cardiovascular patients. In 2015, Jersey Shore performed 790 cardiac surgeries and 13,846 procedures in our cardiac catheterization and electrophysiology labs. Meridian never skips a beat when it comes to the highest quality cardiovascular care. Although Meridian Health was formed in 1997, its cardiac surgery program began at Jersey Shore in 1990 with humble beginnings and cardiology roots dating back over 100 years. Those humble beginnings would later grow into remarkable achievements and impressive volumes across Meridian. With over 150 specialists now involved in cardiovascular care, Meridian CardioVascular Network has grown into a top-tier quality program in New Jersey, rivaling programs in New York City and Philadelphia. Meridian CardioVascular Network is one of the largest programs in the state with Jersey Shore among the top three largest programs in New Jersey for angioplasty, electrophysiology, and cardiac surgery. In a time when, nationally, cardiac surgery has declined significantly, Meridian continues to grow its volumes and provide the highest-quality service available in the area. In fact, there have been nearly 20,000 surgeries since the inception of the program. |
| CORE FORM, PART III - CONTINUED | While our cardiac surgery patient volumes speak volumes about our program, weve also had some great things said about us. -------------------------------------------------------------- Meridian Healths Community of LifeSavers Program received The New Jersey Hospital Associations 2015 Health, Research, and Educational Trust (HRET) Community Outreach Award. Meridian Health received a 3-Star Designation for Coronary Artery Bypass Grafting by the Society of Thoracic Surgeons (STS). Meridian Health was the first and only New Jersey health care system recognized as a center of excellence in treating patients with chest pain by the Society of Cardiovascular Patient Care (SCPC). Jersey Shore University Medical Center: - Get With The Guidelines Heart Failure Gold-Plus Quality Achievement Award - American College of Cardiologys NCDR ACTION Registry Get With The Guidelines Platinum Performance Achievement Award - American Heart Associations Mission: Lifeline Heart Attack Receiving Center Accreditation - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) - Healthgrades Cardiac Surgery Excellence Award - U.S. News & World Report rated Jersey Shore high-performing for heart bypass surgery and heart failure procedures - Intersocietal Commission Accreditation for ECHO Laboratories Ocean Medical Center: - Get With The Guidelines Heart Failure Gold Quality Achievement Award - American College of Cardiology Foundations NCDR ACTION Registry Get With The Guidelines Gold Performance Achievement Award - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) Bayshore Community Hospital: - Get With The Guidelines Heart Failure Silver-Plus Quality Achievement Award - Mission: Lifeline Silver Receiving Center Award - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) Riverview Medical Center: - American Heart Associations Mission: Lifeline Heart Attack Receiving Center Accreditation - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) - Intersocietal Commission Accreditation for ECHO Laboratories Southern Ocean Medical Center: - American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR) A Breakthrough Treatment for Atrial Fibrillation: The experts of Meridian CardioVascular Network are committed to the active advancement of cardiovascular research, treatment, and patient care. Jersey Shore University Medical Center became the first hospital in New Jersey to perform the newly approved Watchman Left Atrial Appendage Closure Implant procedure, providing patients with non-valvular atrial fibrillation an alternative to long-term "blood-thinning" warfarin medication. By targeting the place in the heart that produces blood clots which can cause a stroke, the new Watchman technology provides an exciting alternative to warfarin a medication with many lifestyle and diet implications. For this program specifically, Meridian ranks among the leaders in the state and top tier nationally. A TAVR Milestone: 100 Procedures and Counting: Jersey Shore recently marked the success of its Transcatheter Aortic Valve Replacement (TAVR) program by completing the 100th procedure in 2015 and is on pace to do more than 150 in 2016. TAVR is a minimally invasive treatment for patients with critical aortic stenosis, giving new hope to patients who are inoperable due to other co-existing medical conditions. For most patients with severe aortic stenosis, traditional treatment meant a surgical procedure known as Aortic Valve Replacement, but now more than 100 patients with severe aortic stenosis that were once considered too high risk for traditional surgery have received this innovative treatment option. Meridian Cancer Care -------------------- With a $128 million investment, Meridian Health is improving cancer care for the communities we serve with six expansion projects. By upgrading our facilities, providing even more advanced cancer treatment technology, investing in new cancer specialists, and perfecting a multi-disciplinary approach to care, we are elevating cancer services and truly BuildingHope. Meridians plan began with a brand new cancer center at Meridian Health Village at Jackson, which opened last April. Shortly after, Meridian broke ground on a 29,000-square-foot expansion at Riverview Medical Center that will feature physical, visual, and technical upgrades. In November, Bayshore Community Hospital celebrated the opening of its new multi-disciplinary cancer clinic that is enhancing cancer services for the residents of Holmdel and the surrounding community. Jersey Shore University Medical Center also broke ground on its HOPE Tower Project a $265 million building development on the hospitals east campus that will provide a new healing outpatient experience for the community and will include a dedicated cancer center and clinical academic center. Earlier this year, Southern Ocean Medical Center marked a milestone in its cancer expansion as the new infusion suite opened to patients. And, most recently, Ocean Medical Center kicked off their construction project to mark the beginning of their new cancer clinic expansion which will include a 22,200-square-foot renovation on campus, and 6,500-square-foot addition off campus, and will provide a state-of-the-art healing environment for outpatient treatment and services. With these investments, Meridian is well positioned to provide a personal and compassionate experience to each and every patient we have the privilege of caring for. But dont just take our word for it. In 2015, The Commission on Cancer of the American College of Surgeons granted three-year accreditation to the cancer program at Meridian Health, making it the first health system in New Jersey to be recognized as an Integrated Network Cancer Program. This elite recognition further acknowledges the high-quality cancer care we provide. Meridian Neuroscience --------------------- Life can change in the blink of an eye, which is why Meridian Health offers the regions most complete lineup of neuroscience services for stroke, spine injuries, concussion, epilepsy, brain tumors, movement, memory disorders, and more including the regions only Stroke Rescue Center and medical innovations that are reshaping lives. Jersey Shores Stroke Rescue Center Reaches a Milestone Last fall, Jersey Shore University Medical Center celebrated the 10th Anniversary of its Stroke Rescue Center, a truly innovative and progressive program that has saved countless lives in our community. When stroke symptoms occur, every minute counts. Effective treatment delivered within the first three hours is critical to limiting the damaging effects of stroke. Jersey Shore's Stroke Rescue Center and board-certified neurologists are available 24 hours a day, seven days a week. Jersey Shore is also the only hospital in the region to be both a state-designated Comprehensive Stroke Center and a nationally accredited Primary Stroke Center. This means Jersey Shore meets the highest national standards for safety and quality. Recognizing the Best Jersey Shore was recognized as a Best Hospital for 2015-16 in New Jersey and the New York metro area by U.S. News & World Report for neurology and neuroscience. Jersey Shore ranked number five in New Jersey and number 10 in the New York metro area. This means that Jersey Shore was ranked in the top 10 percent in the country in these specialties! Meridian Health also received the 2015 Get With The Guidelines Stroke Gold Plus Quality Achievement Awards from the American Heart Association for the stroke programs at Jersey Shore, Ocean, and Riverview. Additionally, Bayshore and Southern Ocean Medical Center have received the Get With The Guidelines Stroke Silver Plus Quality Achievement Award. The Get With The Guidelines awards recognize the facilities commitment and success in implementing a higher standard of care by ensuring that stroke patients receive treatment according to nationally accepted guidelines. Meridian Orthopedics -------------------- Meridian continued its exciting relationship with womens professional soccer team Sky Blue FC as the title sponsor for the teams 2015 season. Meridians orthopedic and rehabilitation staff provides the players, including Christie Rampone, Olympic gold medalist and K. Hovnanian Children's Hospital spokesperson, with high-quality evaluation and treatment as an extension of the great care provided to the community at large. Partnering with Sky Blue also helps Meridian to educate families and fans across the state about the importance of health and wellness and the potential that exist in young girls who are determined and work hard. |
| CORE FORM, PART III - CONTINUED | Research -------- An academic medical center provides patients and the community with health care for everyday needs and the most specialized services for complex diseases, illnesses and injuries; teaches generations of health care professionals with an eye on training the right mix of providers for tomorrows needs; and engages in research that improves lives. Between making headlines and publishing works in esteemed journals, to leading the way in clinical trials, the academic team has certainly been making waves on the research and education scene. Examples of notable feats and achievements include: - Rachael Polis, D.O., an Obstetrics and Gynecology resident graduate, was the lead author of "Yoga in Pregnancy," an article published last November. Her research was conducted while she was a resident at Jersey Shore University Medical Center and has been featured on National Public Radio and promoted by Reuters, USA Today, WebMD, and other major media outlets. It was also published in Obstetrics and Gynecology, the most influential journal in the field. - Research projects and related publications by Alexander Shifrin, M.D., regarding the diagnosis and treatment of medullary thyroid cancer, led to revised guidelines by the American Thyroid Association, as well as development and acceptance of a standardized test for genetic testing. - Ashish Patel, M.D., and the clinical research team at Jersey Shore were one of the top five sites nationally for enrollment to study the FLEXION catheter for atrial flutter ablation. Dr. Patel successfully treated the first non-research patient shortly after FDA approval, making Jersey Shore the third hospital in the U.S. to make this technology available. As a progressive organization, Meridian is also working to bring even more clinical trials to the communities we serve. In 2015, Meridian Health enrolled more than 2,000 patients in clinical trials. Finally, Ocean Medical Center has received approval to establish a Graduate Medical Education (GME) program. It will require a few years to implement, but it puts Ocean on a track to create a future training ground for family medicine and psychiatric physicians. These are specialties that are in short supply and will be new areas of focus to complement the GME programs at Jersey Shore, as well as the relationship with Seton Hall Medical School. First Lady Mary Pat Christie and former Health Commissioner Mary E. ODowd were welcomed to Jersey Shore University Medical Center last June where they announced $4.4 million in grants to establish Autism Medical Homes and to advance research in the understanding, prevention, evaluation, and treatment of the biologically-based disorder. Jersey Shore was a fortunate grant recipient and will receive approximately $400,000 over two years. Funding will be used to launch an Autism Care Coordination Program at K. Hovnanian Childrens Hospital. The Autism Medical Homes pilot project is designed to improve health outcomes for children with Autism Spectrum Disorder (ASD) by bringing together primary care providers, subspecialists, and ASD providers to treat the whole person. Were hopeful that the implementation of medical homes for autism will alleviate some of the challenges faced each day by families caring for children with autism and provide tangible improvements in the health care setting. New Jersey is a national leader in early intervention and education of children with autism which affects about one in 45 children across the Garden State. Home is Where Your Care Is -------------------------- Meridian At Home continued its leadership in providing a full continuum of exceptional home care services, programs, and products, as well as being an innovator in supporting new models of care to reduce readmissions, population health initiatives, and participating in national demonstration projects. As part of a collaborative effort with Meridian Healths ACO and efforts to reduce readmissions, Meridian At Home introduced a program that allowed patients discharged from the hospital to leave for home with the Meridian Care on Call Now medical alert and assistance technology. This pilot program put medical assistance just a click away by using their pendant, provided follow-up phone calls, and led to costs savings and reductions in readmissions during the initial weeks after release from the hospital. Meridian At Home also introduced a specialty Orthopedic Program for same-day surgery and joint replacement patients to coordinate home rehabilitation therapy. This specialized program allows patients to receive therapy immediately after surgery in the comfort of their home, and return to daily activities sooner and at lower cost. Meridian Hospice continued its commitment to advancing hospice care, and was selected as one of only 140 hospice organizations across the country to participate in the Medicare Care Choices Model demonstration project. The project, which will include Meridian Hospice participation in 2017, will allow patients facing advanced illness to continue to be actively treated by their physicians, while also receiving palliative care from hospice providers. This Centers for Medicare & Medicaid Services (CMS) demonstration project, and Meridians involvement, may revolutionize how medical treatment and hospice care can work interdependently. iMPak Health Forms Collaborative Agreement with HP -------------------------------------------------- One of the greatest opportunities to improve clinical outcomes is thought to exist in the period of time "in between" care...in between doctors visits, Emergency Room visits, and hospital stays. The emergence of mobile health has been based on leveraging mobile technology to fill in the gaps that have historically existed as a result of the disconnectedness between providers and patients during the "in between" period. iMPak Health recently announced that it entered into a collaborative agreement with Hewlett-Packard to leverage the HP Pro Slate 10 EE G1 Healthcare Tablet as a part of its mobile strategy. The immediate value to iMPak Health is the great performance and rugged features of the HP Pro Slate 10 EE G1 adds to the Kraken medication management and journal symptom management solutions. In addition, it delivers powerful computing capability enabling it to offer patient-tailored "solutions" for tracking health and providing timely and responsive health-related content. The initial projects have focused around pediatric patients suffering from asthma, end-stage renal disease, and patients being discharged from the hospital after open-heart procedures. Integrative Health and Medicine Program Comes to Life with $10 Million in Donations -------------------------------------------------------------- In mid-2015, Meridian Health announced two substantial gifts totaling $10 million. $5 million was donated to Riverview Medical Center Foundation to support the launch of an integrative health and medicine program. Inspired by the gift, and with the program underway, an additional $5 million was donated toward the initiative as well. Integrative medicine is not just a philosophy or approach around whole-person care - it's about additional interventions that focus on looking at a person's emotional, mental, and spiritual status along with the physiology of the disease or illness. The Meridian Integrative Health and Medicine Program will come to life this year to provide wellness and preventive medicine to our communities through outreach events and a new Center of Integrative Health & Medicine in Meridian Health Village at Jackson. Our program will focus on incorporating evidence-based medicine and multi-disciplinary collaboration in the delivery of world-class, integrative patient-centered care, and will address five pillars of wellness (nutrition, activity, resilience, purpose, and sleep) by providing care for patients with conditions such as sleep disorders, chronic pain, cancer, depression, anxiety, stress, cardiovascular disease, and womens health-related conditions. Community Benefit Report ======================== At Meridian Health, our mission to improve the health status of the communities we serve is at the heart of our charitable roots. Providing the community support for managing chronic conditions and access to reliable health information, as well as opportunities to participate in health promotion activities, are central to our goal of improving community health and well-being. To this end, our hospitals actively collaborate with community partners such as: schools, senior centers, places of worship, local non-profit organizations, health departments, employers, and others on a variety of health initiatives. |
| CORE FORM, PART III - CONTINUED | In 2015, Meridian devoted more than $128 million in community benefits. An estimated 100,000 community members participate in a health promotion activity each year. These programs include: preventive health screenings, support groups, health education seminars, and presentations, as well as health awareness events. They are all delivered by a dedicated team of health care professionals and physicians, many of whom volunteer their time to educate our community on health topics focused on preventing disease, managing chronic conditions, and improving overall quality of life. Many of our programs can be delivered in both English and Spanish, and language interpreters are made available as needed. Meridians Community Outreach team has received special training in health literacy as well as cultural competence. Identifying Community Health Needs ---------------------------------- Meridian Health plays a lead role in working with many different organizations throughout Monmouth and Ocean counties to identify and address the health issues that impact our community the most. This collaborative effort is referred to as a Community Health Needs Assessment and is available online. In 2015, Meridian Health embarked on a strategic process of reassessing the areas health care needs. We surveyed over 1,000 households in Monmouth and Ocean counties to gather local residents views of their communitys most critical health needs. In addition, we invited input from public health experts, physicians, and community and business leaders, as well as analyzed public health data. Findings from the assessment highlighted several health concerns for our community including: access to health care services, as well as: cancer, diabetes, heart disease and stroke, injury and violence, mental health, nutrition, physical activity and weight, respiratory diseases, and substance abuse. With the Community Health Needs Assessment as our guide, Meridian prepares its annual community benefits plan, part of our overall strategic plan, aligning activities and resources toward those priority health needs as well as engaging a variety of community organizations for collaboration on interventions. Each hospital has prepared an implementation strategy that contains the specific programs and resources that will be deployed against each health priority. Community Advisory Committees ----------------------------- Meridian convenes several Community Advisory Committees whose mission is to assist us in identifying and addressing local health care needs, including health care disparities affecting communities of color, the underserved, and those with special needs. Committee members represent a cross section of the community in terms of age, gender, religion, ethnicity, interests, and professional status. Currently, more than 150 people from the surrounding area serve as members of Meridians Community Advisory Committees. Preventing Disease Through Early Detection ------------------------------------------ Nearly 40,000 preventive health screenings were performed in our community in 2015, including; AngioScreen stroke risk assessments, blood pressure, cholesterol, glucose, BMI, memory, hearing, diabetic retinopathy, breast, colon-rectal cancer, skin cancer, and more. Participants receive individualized testing from medical professionals and are counseled by nurse educators who provide information about their results and referrals for follow-up care when necessary. Partners in Cancer Control -------------------------- Meridian partners with several community organizations who share the mission of reducing New Jerseys cancer burden and improving health outcomes. Of all cancer cases in New Jersey, female breast cancer accounts for 15 percent, lung 12.6 percent, colorectal 8.7 percent, and skin 5 percent, according to the American Cancer Society. Knowing your risk and early detection are two of the best ways to reduce your risk for cancer. Meridians Every Woman Counts Program, in partnership with Susan G. Komen, will increase annual mammography screenings for low-income, uninsured, and underinsured women in Monmouth and Ocean counties by collaborating with local nonprofit organizations that are successful in engaging hard-to-reach communities such as: the elderly, Hispanic, black, LGBT, undocumented immigrants, and the homeless. Through this collaborative program, culturally and linguistically appropriate breast health education will be provided to 1,400 women, 75 percent of whom will demonstrate an increase in knowledge about breast health. All women will be referred for mammograms and connected with NJCEED, Meridians Pink Fund, or Komen grant funds. A total of 400 mammogram vouchers will be distributed and 150 diagnostic screenings will be provided for women who require additional testing due to screening abnormalities. Transportation assistance for mammogram appointments and navigation throughout the continuum of care will also be provided, as needed. Colon cancer is one of the most preventable and, if detected early, the most treatable forms of cancer. The Ocean Monmouth Health Alliance (OMHA) has set a goal for New Jersey to reach an 80 percent screening rate by 2018 and Meridian is actively participating in this challenge. In 2015, over 1,000 community members attended a seminar, 530 accepted a take-home stool test kit, and, of those, 63 resulted in a positive screening. These at-risk individuals were contacted by a nurse navigator who arranged for follow-up care. The OMHA is a regional chronic disease prevention coalition funded by the Office of Cancer Control and Prevention, part of the New Jersey Department of Health. Meridian partners with OMHA on their annual Choose Your Cover skin cancer screening at the beach. In 2015, we performed 398 screenings at beaches and other sites in Monmouth and Ocean counties. Since 2008, the program has screened over 7,000 people throughout the state and is a national model. Managing Chronic Disease ------------------------ Take Control of Your Health is an evidence-based chronic disease self-management program. Complementing a physicians plan of care, this educational program offers participants tools, resources and support to live a healthier life. Studies have shown that participants who complete the training report improved health status and quality of life, had greater energy and fewer social limitations, as well as reduced hospitalizations and fewer emergency room visits. Providing Opportunities to Learn -------------------------------- Over 10,000 children were educated on how to eat right, stay fit, be safe, and act responsibly through our Pawsitive Action Program. Our childrens health education programs include classroom-based presentations from The Pawsitive Action Team, including Doctor Bernard, Hopscotch, and Picatso, who are mascots for the K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center. Other programs include: Hands-only CPR training, SafeSitter babysitting certification, asthma awareness and management, injury prevention programs, distracted driving, and sports and concussion injury prevention, among others. Providing broad CPR training to the community has been part of Meridians educational offerings for years. In 2015, Meridian taught nearly 20,000 individuals, which includes students, health care workers, fire fighters, police, teachers, EMTs, and community members. The Community of LifeSavers program trained nearly 5,000 students from 21 schools. Our community now has an army of rescuers who are ready, willing, and able to put their skills in action in the event of an emergency. In addition, Meridian is proud to offer support through charitable donations to a host of worthy, local not-for-profit organizations who share in our mission to improve the health status of the community. Meridian also encourages our leaders, physicians, and team members to serve on a variety of boards and community groups dedicated to improving the quality of life in our neighborhoods. As a socially conscious member of the community, Meridian focuses its charitable giving on the areas that support or are aligned with our charitable mission. In 2015, Meridian provided $600,000 in cash and in-kind support. |
| CORE FORM, PART III - CONTINUED | Training the Next Generation of Health Care Providers ----------------------------------------------------- Training the next generation of health care providers is vital to providing a foundation for sound health in our community. Meridian encourages the development of physicians, nurses, medical technologists, and those entering allied health professions by supporting their education and offering clinical experience in our hospitals. Through our extensive Community Outreach Program, medical students and residents also regularly participate in health promotion activities where they learn to recognize and identify community needs and health disparities, improve health literacy communication skills and cultural sensitivity, and foster an appreciation for population health management. In 2015, Meridian provided $27.1 million in benefits, which helps support medical training. Caring for All Members of the Community --------------------------------------- As a not-for-profit health care provider, Meridian Health is the regional leader in providing innovative and accessible health care programs and services to individuals, families, and communities throughout Monmouth and Ocean counties. Everyone deserves access to quality care regardless of their ability to pay. In 2015, Meridian provided $21.3 million in charity care and other uncompensated care, serving as a health care safety net for our communitys most vulnerable populations. In addition, Meridian dedicated $1.2 million in subsidizing vital health services such as outpatient dialysis, behavioral health services, and family health clinics. Through a grant in partnership with the FoodBank of Monmouth and Ocean counties, Meridian Health employs 24 certified application counselors help to improve access to care through health insurance and financial counseling. Over 16,000 individuals were provided with navigation services for financial assistance including charity care, family care, and financial counseling. Staying Connected ----------------- Its never been easier to connect with Meridian. Opportunities to learn can be found at our hospitals, conference centers, and Meridian Fitness & Wellness locations, as well as right in your own community the local library, senior center, school, employer, and now even at the shopping mall. In fact, more than 47,000 people attended an educational seminar in 2015. Meridian regularly publishes two free consumer magazines HealthViews and KidViews to educate and inform residents of Monmouth and Ocean counties on timely and relevant health topics. The magazines contain Meridians calendar of events where residents can find free community education and screening programs, as well as a variety of health and wellness tips. Meridians family of Web sites offer an extensive, free health library (in English and Spanish) and attract nearly 2 million people each year. Online visitors can take a health assessment quiz, learn about diagnostic and surgical procedures, find a doctor, and register for a class or health screening and more. Finally, Meridian provides free 24/7 call center services to the community to locate physicians, health care services, and support groups, as well as to register for health education and screening programs. In 2015, the call center handled nearly 35,000 calls. Jersey Shore University Medical Center ====================================== Jersey Shore University Medical Center is the regional provider of cardiac surgery and is home to the only trauma center and stroke rescue center in the region. Through the hospitals clinical research program, and its affiliation with Rutgers Robert Wood Johnson Medical School, Jersey Shore serves as an academic center dedicated to advancing medical knowledge, training future physicians and providing the community with access to promising medical breakthroughs. HOPE Tower: A Thoughtful and Accessible Health Care Experience -------------------------------------------------------------- Jersey Shore broke ground last November on HOPE Tower a $265 million dollar building development on the hospitals east campus that will provide a new healing outpatient experience for the community. HOPE Towers expected date of completion is early 2018. Guided by a patient-centered approach towards care and informed by the latest medical breakthroughs, HOPE Tower expands upon Jersey Shores comprehensive services by providing a thoughtful and accessible health care experience. The development includes HOPE Tower a ten-story medical office building housing a dedicated cancer center, outpatient imaging services, a clinical academic center, an innovative simulation laboratory, and a nine-level parking garage building with more than 1,500 new parking spaces for patients, guests, and team members. HOPE Tower will allow us to expand our services in a modern, healing environment with access to leading clinicians and the latest medical breakthroughs. A Sound So Sweet ---------------- Jersey Shore introduced a cochlear implant surgery program in Monmouth and Ocean counties, providing new hope for children and adults, whether theyre born deaf or experience hearing loss later in life, to talk on the phone, listen to music, and hear the voices of their friends and loved ones. There are currently 36 million Americans who are living with some degree of hearing loss which is expected to double by 2030. An Endoscopy First ------------------ Jersey Shore now performs endoscopic surgery with the new AXIOS stent for the treatment of pancreatic pseudocysts, fluid and tissue filled cavities that form in the pancreas. This is the first stent that is specifically designed for drainage of a pancreatic pseudocyst and provides a minimally invasive option for patients who may suffer from this painful and potentially serious condition. K. Hovnanian Childrens Hospital and Meridian Pediatric Network =============================================================== K. Hovnanian Childrens Hospital is the first childrens hospital in Monmouth and Ocean counties. As the regions first and most comprehensive pediatric program, K. Hovnanian Childrens Hospital is committed to advancing pediatric care. Most recently, it introduced NICVIEW to its Neonatal Intensive Care Unit - an innovative video streaming technology designed for parents and families to enjoy virtual visits with their babies receiving care in the Neonatal Intensive Care Unit (NICU) when they cant be there. An Expanded Home for the NICU and Maternity ------------------------------------------- The hospital unveiled an expanded Neonatal Intensive Care Unit, along with a dedicated antepartum unit for women with high-risk pregnancies, ensuring the critical needs of the communitys most vulnerable newborns are met, and providing the best care available for women experiencing high-risk pregnancies. The 8,168 square foot NICU provides nine new private NICU patient rooms and two twin rooms for a total of 13 new NICU bassinets. The NICU also features Michaels Feat Family Room a dedicated space where NICU parents and families can relax in a calm and peaceful setting with convenient access to amenities, including a sitting area, a shower, and a washer/dryer. Jersey Shore also renovated six private labor and delivery rooms for a total of 32 private maternity rooms. The rooms feature soothing decor, a sleeper chair for parents, and private bathrooms offering mothers a more comfortable environment as they welcome their newborns into the world. Generous Gift Supports the Child Life Program --------------------------------------------- K. Hovnanian Childrens Hospital received a $250,000 donation that will help fund the Child Life Program at K. Hovnanian Childrens Hospital, which focuses on supporting the emotional well-being of young patients and their families during a hospital stay. The gift allows the Childrens Hospital to make upgrades to the hospitals playrooms, enhance the music therapy program, and expand Child Life services to the Pediatric Emergency Department and Neonatal Intensive Care Unit. |
| CORE FORM, PART III - CONTINUED | Donor Support Propels Pediatric Palliative Care Program ------------------------------------------------------- There is nothing more tragic than a child suffering from a serious illness. Thanks to support from donors, K. Hovnanian Childrens Hospital is implementing a pediatric palliative care initiative to provide better care for children suffering from chronic, potentially life-limiting conditions and their families. Funding will support the creation of a physical space (Liams Room) that will serve as a "home away from home" for children and families during any period of care at K. Hovnanian Childrens Hospital. In addition, funding will support clinical education for team members in the key components and implementation of leading pediatric palliative care practices. The goal of Meridians Pediatric Palliative Care Program is to add life to the childs years, not simply years to the childs life. Ocean Medical Center ==================== Ocean Medical Center experienced yet another exciting year that was filled with change and accomplishments. Outstanding financial performance paved the way for future growth plans, due in large part to a record number of people served and strong relationships with physicians. Paired with an exceptional team of clinicians and support staff, quality care and a memorable patient experience were at the forefront of all guest interactions and made Ocean a destination for outstanding care. Dynamic Growth Leads to Big Plans --------------------------------- One of the most notable accomplishments of 2015 was Oceans financial performance. At a time when many other hospitals are struggling, high inpatient and emergency volumes, as well as higher acuity patients, contributed to a record-setting financial year for the facility. Emergency Department visits at Ocean and Ocean Care Center reached an all-time high of more than 86,000 and growth in admissions neared 15,000. Construction was approved for a new 36-bed patient care unit with private rooms in the third floor shell over the Emergency Department, and funding for renovations to existing patient rooms. Additionally, the medical center added more staffing to accommodate volume demands and support a high-quality patient experience. Physician Support Strengthens Resources for the Community --------------------------------------------------------- Physician collaboration continues to be one of the unique features of Oceans culture. 2015 was the first full year collaborating with Jersey Coast Vascular Institute, where they now accept an expanded base of payors and have opened access to a tremendous volume of patients. Oceans robotic surgery volume continued to accelerate, and has even surpassed volumes at other hospitals in the region. Physicians from surrounding hospitals joined Oceans medical staff and are helping to grow the Orthopedic Surgery Program, and a new anesthesia practice and OB/GYN practice are enhancing specialty services for the local community. A Relentless Quest for Quality and Service Excellence ----------------------------------------------------- Behind all these services and programs is an exceptional team, which is to be commended for all their efforts to achieve such great outcomes. Quality care is at the heart of their efforts, and Ocean received a grade "A" in 2015 from The Leapfrog Group for quality outcomes, and saw a reduction in hospital-acquired infections. There is always room for improvement, and the team is up to the task. In fact, their focus and commitment to the organization was evident as our 2015 team member engagement score ranked Ocean Medical Center in the top two percent nationally, and over 125 team members participated in Simulation Lab activities to learn techniques to improve upon interpersonal skills and enhance the patient experience. Riverview Medical Center ======================== Riverview Medical Center had an outstanding year, which included the groundbreaking of its new cancer care facility. Recognition of key programs and the growth of many service areas helped lead the hospital to a banner year. Riverview continues to attract renowned physicians, and with the assistance of many caring clinicians and team members, has performed complex medical cases with great outcomes, making it a destination of choice for emergent and planned visits. Unique and New at Riverview --------------------------- With the help of its talented physicians, Riverviews surgical services saw significant growth in 2015. One procedure that was introduced is called Combined Endoscopic and Laparoscopic Surgery, or CELS. This procedure combines the expertise of a gastroenterologist, as well as a surgeon, to remove large or hard-to-reach polyps without the need to remove part of the colon. It is an innovative procedure that is performed by only a few medical centers in the country. Riverview additionally introduced a life-changing device for acid reflux sufferers called LINX, which is a small, flexible band of interlinked titanium beads with magnetic cores, which prevent reflux from the stomach into the esophagus. Also launched in 2015 was BARRXX, which consists of radio frequency ablation to treat chronic heartburn or Gastroesophageal Reflux Disease, commonly known as GERD. With the implementation of LINX and BARRXX, combined with the dramatic increase of esophageal cancers across the county, Riverview is uniquely positioned to become an expert in the field of esophageal diseases. Beautiful Inside and Out ------------------------ In 2015, Riverview was honored to be recognized by several organizations. For the first year ever, Riverview placed within the Top 20 on Soliant Healths "Most Beautiful Hospital in the U.S." list. Additionally, the hospital was recognized as a "Best Hospital for Hip and Knee Replacement" by U.S. News & World Report, placing number nine in New Jersey and number 18 in the New York metro area. Furthermore, Riverview achieved a safety score within the top 10 in New Jersey, outranking national major teaching hospitals. Equipment, Experience, Excellence --------------------------------- Since mammography became common place in the 1980s, the mortality rate from breast cancer among American women has decreased by 35 percent. This is largely due to early detection and improved treatment. In 2015, Riverview proudly played a large part in helping women in the surrounding communities stay healthy. Beyond its spa-like amenities, the Womens Center utilizes Tomosynthesis, the most advanced mammography screening technology available, and highly trained radiologists to read results and perform biopsies. This combination of equipment and experience means that in 2015, Riverview diagnosed 371 women with breast cancer. Of those, 88 percent fell into the "early, localized, or operable" category, which means that a diagnosed woman would have to undergo less extensive surgery, less frequent or aggressive chemotherapy, and that the rate of mastectomies would be reduced. Southern Ocean Medical Center ============================= Despite industry trends, Southern Ocean Medical Center experienced strong financial performance throughout the past year and succeeded in adding private patient rooms and additional staff to improve the delivery of care. The extraordinary efforts of the team didnt go unnoticed, as several programs received accolades for their quality outcomes, and relationships with members of the medical staff continued to be a critical component to success. Enhanced Resources for Booming Demands -------------------------------------- With an increase of 7.5 percent in admissions and 17 percent inpatient surgeries over the prior year, strong financial performance throughout 2015 enabled Southern Ocean Medical Center to make significant changes to care delivery. The medical center opened the second floor Medical/Surgical Unit, which created 18 private rooms. This contributed to great results in throughput for patients being admitted and a decrease in Emergency Department wait times as well as patients who would have left without treatment. Additionally, through special recruitment efforts, Southern Ocean welcomed 57 nurses and 51 support team members, which truly improved the delivery of care and helped to improve the patient experience. Recognition for Extraordinary Efforts ------------------------------------- Receiving third-party endorsements is always a nice reminder of the great care that is delivered. Southern Ocean received accolades including the American Heart Association Get With The Guidelines Silver Award for Stroke, recertification of the Cardiac Rehabilitation Program, accreditation for the Center for Sleep Disorders in Toms River, and a deficiency-free annual survey of the Transitional Care Unit. |
| CORE FORM, PART III - CONTINUED | Physician Contributions a Key Factor to Success ----------------------------------------------- In addition to having an amazing hospital team, Southern Oceans medical staff is a critical component to success. In 2015, the Medical Executive Committee implemented computerized physician order entry (CPOE) and reached record utilization rates. Medical expertise such as that of orthopedic surgeon Stanley Michael, M.D., resulted in his appointment as medical director of the Center for Joint Health, and brought new attention to the anterior approach for hip replacement. The medical center expanded its footprint in the Toms River area with the opening of a new Bariatric Weight Loss Center, furthering the reach of Southern Oceans skilled surgeons and one of the premier service offerings. Building HOPE at Southern Ocean ------------------------------- In September of 2016, Southern Ocean Medical Center will expand its cancer care program to accommodate multi-disciplinary care and technological capabilities that will better serve our oncology patients and their families. Meridian Cancer Care at Southern Ocean Medical Center will provide a state-of-the-art healing environment of over 16,000 square feet for outpatient treatment and services, and will feature the newest radiation technologies (including a TrueBeam linear accelerator), 20 new infusion stations in a comfortable healing environment, and dedicated and experienced medical professionals. Bayshore Community Hospital =========================== With several programs and services receiving accreditations and praise from experts both in-state and on a national level, Bayshore Community Hospital continued to make a name for itself this year. With a focus on the patient experience, providing the highest level of care, and the implementation of industry best practices, Bayshore saw fantastic patient outcomes and, as a result, continues to be an incredible support for its community members. Foundation for the Future ------------------------- Throughout 2015, Bayshore invested in facility upgrades that are often invisible to patients and guests, but essential to maintaining a highly functioning hospital. Changes included renovations to Same-Day Surgery, the Operating Room, Intensive Care Unit patient rooms, and common areas such as public restrooms. Bayshore also upgraded and replaced equipment such as the chiller, air handler unit, and fire suppression system, as well as changed lighting to more energy-efficient bulbs. Additionally, the hospital expanded emergency power throughout the facility, purchased new lab analyzers, and added remote monitoring of room pressure for the OR and Sterilization Department. All of these changes set the foundation for bigger projects to come, including the construction of a state-of-the-art Emergency Department estimated to open in 2019. Time is Muscle -------------- When someone is experiencing a cardiac event such as a heart attack, every minute counts. The moment a patient arrives at the hospital, a clock is started to measure the amount of time it takes to get that patient to the catheterization lab to begin interventional treatment such as an angioplasty. This time is known as door-to-balloon time. Across the country, the average is 90 minutes. Thanks to the dedication of Bayshores physicians, nurses, security personnel, and others, Bayshore is beating that time with an average of 47 minutes. In fact, Bayshores time is so good that in 2015, the hospital received the American Heart Association Mission: Lifeline Silver Award for best-practice guidelines and data-based quality measures. Aiming High and Delivering -------------------------- Hospitals are judged by the public in a variety of ways. One such way is through patient satisfaction scores, called HCAHPS, which measures a patients perception of their hospital experience. Across the country, getting high scores is a challenge. Patients are more knowledgeable than ever about their care and expectations are high. Thats why its even more impressive that Bayshores results are above average for care in several departments, including the Emergency Department, Center for Wound Healing, and Womens Center. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | DURING 2015, MERIDIAN HEALTH SYSTEM, INC. ("MHS") WAS THE TAX-EXEMPT PARENT OF THIS TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. IN MAY 2015, MHS SIGNED A DEFINITIVE AGREEMENT WITH HACKENSACK UNIVERSITY HEALTH NETWORK ("NETWORK") TO MERGE BOTH PARENT ORGANIZATIONS; CREATING ONE INTEGRATED HEALTHCARE DELIVERY SYSTEM KNOWN AS HACKENSACK MERIDIAN HEALTH, INC. ("HMH"), TO BETTER MEET THE NEEDS OF MANY NEW JERSEY COMMUNITIES. THE MERGER BECAME EFFECTIVE UPON THE RECEIPT OF REGULATORY APPROVALS ON JULY 1, 2016. THIS ORGANIZATIONS FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF HMH'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS") FOLLOWING A REVIEW BY HMH'S COMPLIANCE AND AUDIT COMMITTEE. HMH'S BOARD OF TRUSTEES HAS ASSUMED THE RESPONSIBILITY TO OVERSEE, REVIEW AND APPROVE THIS FEDERAL FORM 990, INCLUDING THE PREPARATION, REVIEW AND FILING PROCESS. MHS RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTH CARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION ("CPA FIRM") TO REVIEW AND FILE THE FORM 990. MERIDIAN PREPARED A DRAFT OF THE FORM 990, WHICH WAS THEN REVIEWED BY OTHER APPROPRIATE INTERNAL STAFF FOR ACCURACY. THE DRAFT WAS THEN REVIEWED BY THE CPA FIRM AND PRESENTED TO THE MEMBERS OF HMH'S COMPLIANCE AND AUDIT COMMITTEE AND THEREAFTER TO EACH VOTING MEMBER OF HMH'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| CORE FORM, PART VI, SECTION B; QUESTION 12C | THE ORGANIZATION, MERIDIAN HEALTH SYSTEM, INC., IS THE TAX-EXEMPT PARENT OF A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM ("SYSTEM"). MERIDIAN HEALTH HAS ADOPTED A CONFLICT OF INTEREST POLICY. THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE WITH RESPECT TO ANY APPLICABLE TRANSACTIONS AND RELATIONSHIPS. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE SYSTEM'S SENIOR VICE PRESIDENT AND GENERAL COUNSEL FOR REVIEW. THE SENIOR VICE PRESENT AND GENERAL COUNSEL THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE SYSTEM'S EXECUTIVE COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). DURING THE YEAR, THE SENIOR VICE PRESIDENT AND GENERAL COUNSEL ALSO MONITORS ON-GOING TRANSACTIONS IN LIGHT OF THE SUMMARY TO ENSURE THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE APPROPRIATELY HANDLED IN COMPLIANCE WITH THE POLICY. |
| CORE FORM, PART VI, SECTION B; QUESITON 15B | THIS ORGANIZATION IS THE TAX-EXEMPT PARENT OF A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM ("SYSTEM"). THE EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") OF THIS ORGANIZATION IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE PRESIDENT AND KEY EMPLOYEES (SENIOR MANAGEMENT) OF THIS SYSTEM. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, APPROVED BY THE EXECUTIVE COMMITTEE AND GOVERNING BODY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTH CARE SYSTEM AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH SYSTEM CAN FULFILL ITS CHARITABLE MISSION. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS, INCLUDING BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED ON AT LEAST AN ANNUAL BASIS TO ENSURE THAT THE "TOTAL COMPENSATION" OF THE PRESIDENT AND EACH SENIOR MANAGEMENT KEY EMPLOYEE IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS, AND RECEIVES REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND, BASED UPON THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE, ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER INTERNAL REVENUE CODE SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT-FOR-PROFIT HEALTH CARE COMPENSATION; AND 3. THE AUTHORIZED BODY ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS REQUIRED IN THE REGULATIONS. AS APPROPRIATE, THE AUTHORIZED BODY SUPPLEMENTS THE COMPARABILITY DATA WITH OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THE REASONABLENESS OF THE COMPENSATION PAID, INCLUDING AN ANALYSIS OF INDIVIDUAL GOALS AND OBJECTIVES, ORGANIZATIONAL PERFORMANCE, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS, AND WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE APPROVED COMPENSATION ARRANGEMENTS BY THE EXECUTIVE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE GOVERNING BOARD BY THE SENIOR MEMBER OF THE CONSULTING FIRM. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. IN ADDITION, THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC VIA ITS WEBSITE, WWW.MERIDIANHEALTH.COM, ITS CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY. |
| CORE FORM, PART VII AND SCHEDULE J | PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS, JOHN K. LLOYD, FACHE, JOSEPH M. LEMAIRE, STEVEN G. LITTLESON AND SALVATORE INCIARDI, WHO ARE PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY SYSTEM. THESE INDIVIDUALS WORK FULL-TIME FOR MERIDIAN HEALTH AND RECEIVE COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, A TAX-EXEMPT HOSPITAL WITHIN THE SYSTEM. THEIR REMUNERATION IS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE HEALTH CARE SYSTEM AND FOR SERVICES RENDERED TO MERIDIAN HEALTH, NOT SOLELY FOR THIS ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OF THE BOARD OR OFFICER OF THIS ORGANIZATION. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF THIS TAX-EXEMPT PARENT ORGANIZATION ONLY. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET TRANSFERS TO MERIDIAN PRACTICE INSTITUTE - ($4,798,649); - NET TRANSFERS TO BAYSHORE COMMUNITY HOSPITAL FOUNDATION - ($200,000); - NET TRANSFERS TO OCEAN MEDICAL CENTER FOUNDATION - ($300,000); - NET TRANSFERS TO SOUTHERN OCEAN MEDICAL CENTER FOUNDATION - ($2,000,000); - NET TRANSFERS TO MERIDIAN HEALTH REALTY CORPORATION - ($5,647,860); AND - NET TRANSFERS FROM MERIDIAN HOSPITALS CORPORATION - $38,703,648. THE ENTITIES ABOVE ARE RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS. - NET INVESTMENT IN COASTAL MEDICAL INSURANCE, LTD - ($5,000,000); - NET INVESTMENT IN MERIDIAN HEALTH VENTURES, INC. - ($5,050,000); and - NET INVESTMENT IN MERIDIAN QUALITY CARE, LLC - ($2,100,000). THE ENTITIES ABOVE ARE RELATED TAXABLE ORGANIZATIONS. - NET TRANSFER FROM DISSOLUTION OF RARITAN BAY HEALTH SERVICES CORPORATION, AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION; $533,390. |
| STATEMENT PURSUANT TO REGULATION SECTION 1.351-3(A) | BY MERIDIAN HEALTH SYSTEM, INC. (EIN: 22-3474145), A SIGNIFICANT TRANSFEROR This statement is made pursuant to Regulation Section 1.351-3(a) by the following entity, a significant transferor: Meridian Health System, Inc. EIN: 22-3474145 1350 Campus Parkway, Neptune, NJ 07753 Meridian Health System, Inc. (EIN: 22-3474145), a U.S. tax-exempt corporation and a significant transferor, made constructive transfers of cash on the following dates to Coastal Medical Insurance Limited (EIN: 98-0166769), its wholly-owned subsidiary formed in Bermuda (the "Transferee"): 3/06/2015: $ 1,072,500 4/10/2015: $ 6,193,000 4/30/2015: $ 9,877,630 ----------- $17,143,130 =========== The good faith estimate of the aggregate fair market value and tax basis of the assets transferred by Meridian Health System, Inc. (as determined immediately before the exchanges) was $17,143,130. No private letter rulings were issued by the Internal Revenue Service in connection with these Internal Revenue Code Section 351 exchanges. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:2562916 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| MERIDIAN ACCOUNTABLE CARE ORGANIZATION | |||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 455440670 | HEALTH SVCS | NJ | $20,805 | $890,180 | MH SYSTEM |
| COASTAL DATA SOLUTIONS | |||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 452441857 | HEALTH IT | NJ | $476,388 | $94,211 | MH SYSTEM |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MERIDIAN HOSPITALS CORPORATION | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 223471515 | HEALTH SVCS. | NJ | 501(C)(3) | 509(a)(1) | MH SYSTEM | Yes (true) |
| MERIDIAN HOME CARE SERVICES INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 222731440 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| JERSEY SHORE UNIVERSITY MEDICAL CNTR FDN | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 222342452 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| RIVERVIEW MEDICAL CENTER FDN INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 222333524 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| OCEAN MEDICAL CENTER FOUNDATION INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 222361311 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| MERIDIAN NURSING & REHABILITATION INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 521772578 | NURSING LTC | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN HEALTH FOUNDATION INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 300107825 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| MERIDIAN PRACTICE INSTITUTE INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 061755235 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN HEALTH REALTY CORPORATION | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 223200147 | TITLE HLDING | NJ | 501(C)(3) | 509(A)(3) | MH SYSTEM | Yes (true) |
| HEALTH INNOVATIONS UNLIMITED INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 222581430 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | HOMECARE | false |
| MERIDIAN MEDICAL GROUP-RETAIL CLINIC PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 061755228 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN MED GROUP-FACULTY PRACTICE PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 061755230 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN MEDICAL ASSOCIATES PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 061755233 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN MEDICAL GROUP-PRIMARY CARE PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 141981653 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN MEDICAL GROUP-SPECIALTY CAREPC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 141981647 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN TRAUMA ASSOCIATES PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 141981651 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN OBST & GYN ASSOCIATES PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 061755239 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN PEDIATRIC SURGICAL ASSOC PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 770720131 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| SHORE REHABILITATION INSTITUTE INC | ||||||||||
| 425 JACK MARTIN BLVD | BRICK | NJ | 08724 | 223274755 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MHC | false |
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 222666099 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| BAYSHORE COMMUNITY HOSPITAL FOUNDATION | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 222367109 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| SOMC MEDICAL GROUP PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 271412183 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN OCCUPATIONAL HEALTH PC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 272377326 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN AMBULATORY VENTURES INC | ||||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 451227706 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTAL CO-OP OF NJ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 CAMPUS PARKWAY | AddressLine1Txt |
| City | NEPTUNE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223603146 | EIN |
| Primary Activities | PURCHASING | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTAL MEDICAL INSURANCE LTD | ||||||||||||||||||
| 44 CHURCH STREET 3RD FLOOR | HAMILTON | BERMUDA | BD | HA 12 | 980166769 | FINANCIAL VEHICLE | BD | MH SYSTEM | FOREIGN CORP. | -$4,761,831 | $23,425,180 | 1.00000 | Yes (true) | |||||
| MERIDIAN HEALTH VENTURES INC | ||||||||||||||||||
| 222550716 | HEALTHCARE SVCS. | MH SYSTEM | C CORP. | $861,957 | $7,238,425 | 1.00000 | Yes (true) | 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NJ | ||||||
| MERIDIAN HEALTH MANAGEMENT INC | ||||||||||||||||||
| 222620595 | HEALTHCARE SVCS. | NA | C CORP. | false | 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NJ | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION | ||
| R | $2,000,000 | COST |
| BAYSHORE COMMUNITY HOSPITAL FOUNDATION | ||
| R | $200,000 | COST |
| MERIDIAN PRACTICE INSTITUTE | ||
| R | $4,798,649 | COST |
| OCEAN MEDICAL CENTER FOUNDATION | ||
| R | $300,000 | COST |
| MERIDIAN HEALTH REALTY CORPORATION | ||
| R | $5,647,860 | COST |
| MERIDIAN HOSPITALS CORPORATION | ||
| S | $38,703,648 | COST |