HACKENSACK MERIDIAN HEALTH INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HACKENSACK MERIDIAN HEALTH INC (EIN 22-3474145)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349302175
- Schema version
- 2013v3.1
- 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 | 2014-11-17T09:15:55-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 SOUTH STREET STE 200 | AddressLine1 |
| City | MORRISTOWN | City |
| State | NJ | State |
| ZIP Code | 07960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEPTUNE | City |
| State | NJ | State |
| ZIP Code | 07753 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH M LEMAIRE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9738989494 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | scott j mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 9738989494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | NEPTUNE | City |
| State | NJ | State |
| ZIP Code | 07753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $0 | 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 | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $32,620 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$22,591 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,629 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,446 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,281,698 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,754,476 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $463,027 | CYOtherRevenueAmt |
| PY Total Revenue | $1,290,327 | PYTotalRevenueAmt |
| CY Total Revenue | -$3,277,003 | 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 | $1,166,366 | PYOtherExpensesAmt |
| CY Other Expenses | $2,823,942 | CYOtherExpensesAmt |
| PY Total Expenses | $1,166,366 | PYTotalExpensesAmt |
| CY Total Expenses | $2,823,942 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $123,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,100,945 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,326,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,943,833 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,892,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,180,952 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,433,826 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,762,881 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION IS THE 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 ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,468,769 | ExpenseAmt |
| Revenue | $14,446 | RevenueAmt |
| Desc | THE ORGANIZATION IS THE 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 ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $430,407 | ExpenseAmt |
| Revenue | $463,027 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING IT CONSULTING AND PROCESS IMPROVEMENT SERVICES FOR THE AFFILIATES OF MERIDIAN HEALTH SYSTEM, INC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $892,146 | ExpenseAmt |
| 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,791,322 | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | 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 | 82 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| 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 | AddressLine1 |
| City | NEPTUNE | City |
| State | NJ | State |
| ZIP Code | 07753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Reportable Comp From OrgReportableCompFromOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Gordon N Litwin Esq | ||||||
| Chairperson - Trustee | 5.0 | Yes (X) | Yes (X) | |||
| Kenneth W Hitchner III | ||||||
| Vice Chairperson - Trustee | 5.0 | Yes (X) | Yes (X) | |||
| Richard A Amdur Esq | ||||||
| Secretary - Trustee | 5.0 | Yes (X) | Yes (X) | |||
| Peter S Reinhart Esq | ||||||
| Treasurer - Trustee | 5.0 | Yes (X) | Yes (X) | |||
| Peter Amenta MD | ||||||
| Trustee; Ex-Officio | 3.0 | Yes (X) | ||||
| Raymond M Masterson MD | ||||||
| Trustee; Ex-Officio | 3.0 | Yes (X) | $11,623 | |||
| Ivan Brown | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Norman V Buttaci | ||||||
| Trustee; Ex-Officio | 3.0 | Yes (X) | ||||
| John Ford | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Paul G Gaffney II | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Luke Kealy Esq | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Joseph P Lattanzi MD | ||||||
| Trustee; Ex-Officio | 3.0 | Yes (X) | $0 | $0 | $27,083 | |
| Peter S Goldman | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| John K Lloyd FACHE | ||||||
| Trustee; Ex-Officio-Pres/CEO | 60.0 | Yes (X) | Yes (X) | $1,794,054 | $665,827 | |
| Peter H Wegener Esq | ||||||
| Immed Past Chair/Ex-Officio | 5.0 | Yes (X) | Yes (X) | |||
| John Garbarino | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Gregg Azcuy | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Alfred J Schiavetti Jr | ||||||
| Trustee | 3.0 | Yes (X) | ||||
| Joseph Cauda MD | ||||||
| Trustee; Ex-Officio | 3.0 | Yes (X) | $30,000 | |||
| Edward Rittweger MD | ||||||
| Trustee; Ex-Officio | 3.0 | Yes (X) | $30,000 | |||
| Thomas White DO | ||||||
| Trustee; Ex-Officio | 3.0 | Yes (X) | ||||
| John Gantner | ||||||
| Exec VP/CFO (TERM 12/31/13) | 60.0 | Yes (X) | $2,393,509 | $131,023 | ||
| Marc H Lory | ||||||
| EVP - HOSPITALS OPERATIONS | 60.0 | Yes (X) | $763,025 | $136,370 | ||
| SALVATORE INCIARDI | ||||||
| ASSISTANT SECRETARY | 55.0 | Yes (X) | $662,522 | $102,862 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,684,733 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,063,165 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMDUR MAGGS SHORE | |||||
| PO BOX 190 | OAKHURST | NJ | 07755 | LEGAL | $361,793 |
| OrlovskyMoodySchaaffConlonGabry | |||||
| 187 Hwy 36 | WEST LONG BRANCH | NJ | 07764 | LEGAL | $392,819 |
| ALLSCRIPTS HEALTHCARE LLC | |||||
| 8529 SIX FORKS RD | RALEIGH | NJ | 27615 | ELEC HEALTH RECORDS | $490,000 |
| Transpirus LLC | |||||
| 13801 Reese Blvd West STE 160 | HUNTERSVILLE | SC | 28078 | SUPPORT SERVICES | $699,815 |
| Widman Cooney Wilson McGann | |||||
| 1803 State Route 35 | OAKHURST | NJ | 07755 | LEGAL | $308,831 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATRONAGE REBATE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,446 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,446 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,446 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,754,476 | TotalRevenueColumnAmt |
| Exclusion | -$3,754,476 | 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 | $120,096 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $120,096 | 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 |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSULTING REVENUE | Desc |
| Business | 541519 | BusinessCd |
| Total Revenue Column | $463,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $430,407 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,620 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $463,027 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,277,003 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $444,853 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $32,620 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,754,476 | 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 |
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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,438 | TotalAmt |
| Program Services | $253,438 | 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 | $19,208 | TotalAmt |
| Program Services | $17,855 | ProgramServicesAmt |
| Management And General | $1,353 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,668 | TotalAmt |
| Program Services | $8,987 | ProgramServicesAmt |
| Management And General | $681 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 |
|---|---|---|---|---|
| PURCHASED SERVICES | $1,074,680 | $1,044,279 | $30,401 | $0 |
| CONSULTING | $1,000,000 | $1,000,000 | ||
| MEDICATION DISPENSING TESTING | $300,000 | $300,000 | ||
| EHR/CLINICAL INTEGRATION:MHA | $164,300 | $164,300 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,648 | TotalAmt |
| Program Services | $2,463 | ProgramServicesAmt |
| Management And General | $185 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,823,942 | TotalAmt |
| Program Services | $2,791,322 | ProgramServicesAmt |
| Management And General | $32,620 | 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 | $0 | BOYAmt |
| EOY | $246,325 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,459 | BOYAmt |
| EOY | $210,322 | 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 | $10,410 | 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 | $610,806 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,833 | BOYAmt |
| EOY | $227,644 | 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 | $233,052 | BOYAmt |
| EOY | $1,049,010 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,819,641 | BOYAmt |
| EOY | $22,212,958 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,519 | BOYAmt |
| EOY | $99,519 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,240,828 | BOYAmt |
| EOY | -$1,101,945 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,326,086 | BOYAmt |
| EOY | $22,943,833 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,260 | BOYAmt |
| EOY | $1,579,488 | 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 | $0 | 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 | $0 | BOYAmt |
| EOY | $956,464 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,260 | BOYAmt |
| EOY | $3,180,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,232,487 | BOYAmt |
| EOY | $19,561,542 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,339 | BOYAmt |
| EOY | $201,339 | 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 | $21,433,826 | BOYAmt |
| EOY | $19,762,881 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,326,086 | BOYAmt |
| EOY | $22,943,833 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,100,945 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $4,430,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (12 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt |
|---|---|---|---|
| MERIDIAN HOSPITALS CORPORATION | |||
| 223471515 | 03 | Yes (true) | $0 |
| MERIDIAN NURSING & REHABILITATION INC | |||
| 521772578 | 04 | Yes (true) | $0 |
| MERIDIAN PRACTICE INSTITUTE INC | |||
| 061755235 | 04 | Yes (true) | $0 |
| MERIDIAN HOME CARE SERVICES INC | |||
| 222731440 | 04 | Yes (true) | $0 |
| JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION INC | |||
| 222342452 | 03 | Yes (true) | $0 |
| OCEAN MEDICAL CENTER FOUNDATION INC | |||
| 222361311 | 03 | Yes (true) | $0 |
| RIVERVIEW MEDICAL CENTER FOUNDATION INC | |||
| 222333524 | 03 | Yes (true) | $0 |
| MERIDIAN HEALTH FOUNDATION INC | |||
| 300107825 | 03 | Yes (true) | $0 |
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION INC | |||
| 222666099 | 03 | Yes (true) | $900,000 |
| BAYSHORE COMMUNITY HOSPITAL FOUNDATION INC | |||
| 222367109 | 03 | Yes (true) | $300,000 |
| MERIDIAN HEALTH REALTY CORPORATION | |||
| 223200147 | 03 | Yes (true) | $0 |
| MERIDIAN HEALTH PARTNERS INC | |||
| 461227706 | 03 | Yes (true) | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 12 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,200,000 | SupportSumAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $201,339 | BeginningYearBalanceAmt |
| End Year Balance | $201,339 | EndYearBalanceAmt |
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 | $0 | BeginningYearBalanceAmt |
| Contributions | $201,339 | ContributionsAmt |
| End Year Balance | $201,339 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| 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) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $752,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $610,806 | DepreciationAmt |
| Book Value | $141,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $227,644 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN AFFILIATES | Desc |
| Book Value | $22,212,958 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $22,212,958 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $956,464 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $956,464 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V | |
| SCHEDULE D, PART X | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THE MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ISSUES CONSOLIDATED AUDITED FINANCIAL STATEMENTS PREPARED BY PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CPA FIRM, WHICH INCLUDE ALL RELATED ENTITIES. THE CONSOLIDATED AUDITED 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 2013 CONSOLIDATED AUDITED 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 | $20,106,180 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $20,106,180 | SubtotalSpentAmt |
| Total Spent | $20,106,180 | 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 | 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 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 | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|
| John K Lloyd FACHE | |||||||
| Trustee; Ex-Officio-Pres/CEO | $1,017,209 | $700,000 | $76,845 | $632,102 | $33,725 | $2,459,881 | |
| John Gantner | |||||||
| Exec VP/CFO (TERM 12/31/13) | $695,961 | $255,000 | $1,442,548 | $117,214 | $13,809 | $2,524,532 | $1,394,866 |
| Marc H Lory | |||||||
| EVP - HOSPITALS OPERATIONS | $541,133 | $90,000 | $131,892 | $102,982 | $33,388 | $899,395 | $68,444 |
| SALVATORE INCIARDI | |||||||
| ASSISTANT SECRETARY | $320,920 | $160,000 | $181,602 | $81,014 | $21,848 | $765,384 | $154,760 |
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 2013 FORM W-2, BOX 1, AS TAXABLE WAGES: SALVATORE INCIARDI, $154,760; JOHN GANTNER, $1,394,866 AND MARC H. LORY, $68,444. 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 2013 FORM W-2, AS TAXABLE WAGES: JOHN LLOYD, $573,540; MARC H. LORY, $69,594; JOHN GANTNER, $86,952; AND SALVATORE INCIARDI $44,066. |
| SCHEDULE J, PART I; QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2013 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2013 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 2013 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 2013 FORM W-2, BOX 1, AS TAXABLE WAGES: SALVATORE INCIARDI, $154,760; JOHN GANTNER, $1,394,866 AND MARC H. LORY, $68,444. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMDUR MAGGS SHORE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE/OFFICER - AMDUR | RelationshipDescriptionTxt |
| Transaction | $361,793 | 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. Meridian Health System, Inc. utilized the services of Amdur, Maggs & Shore during 2013. Total fees paid to Amdur, Maggs & Shore IN 2013 were $361,793. 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 |
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Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
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| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | Meridians vision and foresight since its inception has created a comprehensive full continuum of care that is a model in the health care industry. By providing integrated services every step of the way, we ensure that our patients receive coordinated and seamless care from diagnosis to treatment to rehabilitation. The following updates demonstrate how we are tuned into the changing health care environment and remain committed to the optimal health and wellness of those we serve. Maintaining a Strong Beat Through Meridian CardioVascular Network ----------------------------------------------------------------- Meridian CardioVascular Network provides the most comprehensive heart and vascular services in the region. Its an overarching umbrella coordinating all aspects of heart and vascular care from research and education to diagnosis and treatment to rehabilitation and post-hospital care. Meridian became the only health care system in New Jersey to receive the highest designated Chest Pain Center Accreditation by the Society of Cardiovascular Patient Care (SCPC), distinguishing itself by providing the best care available for patients who present with symptoms of a heart attack. The accreditation was received after each of Meridians five hospitals successfully met stringent SCPC criteria, and verifies that Meridian CardioVascular Network provides a seamless, coordinated approach to cardiovascular care, which ensures the best outcomes for our patients. Several other areas of distinction were earned throughout the year, including: Heart Failure Accreditation by the Society of Cardiovascular Patient Care for Jersey Shore, Ocean and Riverview Medical Centers; three-star quality designation by the Society of Thoracic Surgeons for cardiac surgery at Jersey Shore University Medical Center; Get with the Guidelines Heart Failure Gold Quality Achievement Award from the American Heart Association for Jersey Shore; Lifeline Silver Quality Achievement Award by the American Heart Association for Riverview Medical Center; and distinction for Jersey Shore as one of only a handful of hospitals around the country performing the FDA-approved LARIAT(TM) Suture Delivery Device procedure. In 2013, Meridian continued its 365 Days of Heart campaign with engaging programs and services that brought increased attention to critical topics in cardiac and vascular health. Creative initiatives such as the Meridian Health Heart and Sole Cup reached experienced and novice athletes through a series of three 5K races in Monmouth and Ocean counties. More than 1,000 community members participated in the 2013 races, a significant milestone for this annual event. Fighting and Surviving With Meridian Cancer Care ------------------------------------------------ From the beginning, decisions about cancer treatment can be overwhelming for patients and their families. To help patients get back to the life and people they love, Meridian Cancer Care offers every medical advantage through the collaboration of dedicated specialists and a unique multidisciplinary approach to diagnosis, treatment, and recovery. This proactive approach to cancer treatment results in comprehensive, coordinated care throughout all Meridians hospitals, and the first and only "System Partner" of the Rutgers Cancer Institute of New Jersey, Meridians patient-oriented approach provides opportunities for both state-of-the-art care and research trials. In 2013, Xofigo became a new treatment option offered at Ocean Medical Center for men who have been diagnosed with advanced prostate cancer. Recently approved by the FDA and offered at a handful of community hospitals in the United States, this intravenous injection treats metastatic prostate cancer that is resistant to medical or surgical treatments, offering an increase in the patients life expectancy and improving quality of life. Big Care for Little Patients Through Meridian Pediatric Network --------------------------------------------------------------- Meridian Pediatric Network continues addressing and meeting the needs of our youngest patients and their families. In addition to providing access to more than 100 pediatric specialists and the full continuum of care for children in Monmouth and Ocean counties, enhanced services and programs keep the network evolving. Two brand new Pediatric Care Centers at Southern Ocean Medical Center and Ocean Medical Center were opened and provide a new care environment and guest experience for children and their parents. The Pawsitive Action Team, a team of characters from K. Hovnanian Childrens Hospital at Jersey Shore University Medical Center, was introduced in 2008 as a fun and memorable way to educate children about making healthy choices. Since that time, over 50,000 children have been taught to eat right, stay fit, be safe and act responsibly. The Pawsitive Action team includes: Doctor Bernard, the director of Fun and Good Health at K. Hovnanian Childrens Hospital; Hopscotch, Doctor Bernard's bouncy buddy who's always on the move; and Picatso, Doctor Bernard's furry pal who keeps his mind healthy and strong through learning and creativity. Mind Matters at Meridian Neuroscience ------------------------------------- With 15 neurosurgeons on staff, Meridian continues to be among the states largest neuroscience programs. Jersey Shore University Medical Center is the only stroke rescue center in the region, performing advanced endovascular neurosurgery (1 of 13 in New Jersey). Illness or injury can happen at any time, and having an exceptional team of specialists available for life changing moments is critical. Thanks to Meridian Neuroscience, programs and services are close to home and available to diagnose and treat a range of conditions such as stroke, brain tumors, spine injuries, epilepsy, movement and memory disorders, and even sleep disorders. Meridians facilities continue their focus on excellence in neuroscience, as demonstrated by the following accomplishments throughout the year: Jersey Shore, Riverview and Ocean medical centers received the Gold Plus Performance Award from the American Heart Association (AHA)/American Stroke Association (ASA); and the Target Stroke Award from AHA/ASA and Joint Commission recertification as a primary stroke center was granted to Riverview Medical Center and Jersey Shore University Medical Center. Harry Carson, Hall of Famer and former New York Giant, continues to be the spokesperson for Meridian Neuroscience. Harry writes a monthly blog that can be viewed at MeridianHealth.com/HarryCarson. Online Appointments Help Patients Manage Their Health ----------------------------------------------------- In todays digital world, patients are constantly in search of new and better ways to manage their health, let alone their busy lives. Meridian Health Resources introduced a new service - ZocDoc instant online appointment scheduling which provides access to 95 of Meridians primary care, OB/GYN, and Ear, Nose and Throat physicians. Patients can utilize their computers, tablets, or mobile devices to use this free service and schedule appointments in the same manner they are accustomed to making restaurant and airline reservations. In its first few months, nearly 3,000 appointments were made with participating Meridian physicians. ZocDoc offers patients the opportunity to easily manage their care while better meeting their access and convenience expectations. Convenient Care, After Hours ---------------------------- Providing the right level of care, at the right time, are key elements that led Meridian and Ocean Medical Center to pilot a new service called AfterHours. Designed to offer a quick and convenient health care solution for non-emergent health needs, AfterHours locations were opened in Toms River in November 2013 and in Brick in March 2014. The model utilizes a nurse practitioner to treat patients of all ages during nights, weekends, and holidays. This new service creates enhanced access to after-hours care for patients with non-life threatening needs, while providing an option for physicians burdened by on-call demands. AfterHours is part of a larger strategy to improve access to care, which will include the development of Meridian Urgent Care sites in Monmouth and Ocean counties. Lighting the Shore After Superstorm Sandy ----------------------------------------- Hundreds of team members gathered in Jersey Shores Kurr Atrium to "Light the Shore" a year after Superstorm Sandy, to remember the fortitude and compassion that unified us, and to reflect on our communities continuing journey toward a brighter future. The event featured New Jersey Health Commissioner Mary E. ODowd, who spoke about the great partnership the Department had with Meridian during the storm. What Women Want --------------- As the primary health care decision makers for their families, women look for resources that are credible, accessible, and can deliver on "whats in it for me?" With that in mind, Mer |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | Meridian Health Village at Jackson Offers One-Stop Access --------------------------------------------------------- Meridian Health created a revolutionary concept that will lead the way for health care delivery in the future with the Meridian Health Village at Jackson. The new 150,000 square-foot facility brings experienced clinicians, medical services, and a world-class fitness center close to home in a modern facility that combines elegant design and old-world charm. This state-of-the-art medical facility is a "one-stop shop" designed to offer both private health care services and services that are traditionally limited to locations within hospitals all under one roof in an easily accessible environment. Physician practices include pediatrics, internal medicine, family care, ob/gyn and womens services. As more components of the health village are added, community members will have access to cardiac diagnostic and rehab services, physical therapy, ambulatory surgery, pharmacy, diagnostic laboratory, and a conference center. There are also plans for comprehensive cancer services in the future. Residents of Jackson and the surrounding communities now have a convenient way to stay healthy, have access to Meridians continuum, and can fill most medical and wellness needs in one location. Jersey Shore University Medical Center -------------------------------------- New CardioVascular Intensive Care Unit Unveiled ----------------------------------------------- Jersey Shore opened a new CardioVascular Intensive Care Unit (CVICU) a 12-bed critical care unit providing post-operative care for cardiac surgery patients, including those who receive traditional open heart surgery and newer, complex interventional cardiovascular procedures. Jersey Shore is among the three largest programs in the state for cardiac surgery, cath and electrophysiology. Jersey Shore is among less then 100 hospitals in the country performing innovative TAVR surgery. The cardiac surgery program consistently ranks amongst the best in the Northeast and the team performed 831 cases last year. Jersey Shores new CVICU delivers the most advanced care available for cardiovascular patients requiring intensive monitoring, with an emphasis on patient comfort and convenience. Inpatient Diabetes Care & The Stroke Center Get The Gold! --------------------------------------------------------- Jersey Shore earned The Joint Commissions Gold Seal of Approval for its inpatient diabetes program by providing the best care available for patients with diabetes, and successfully meeting The Joint Commissions national standards for health care excellence and safety. Jersey Shore is the first hospital in central New Jersey to receive accreditation, a testament to the quality of Jersey Shores comprehensive approach towards inpatient diabetes care. The Stroke Center at Jersey Shore also continued to earn top honors a reflection of the programs commitment to excellence. The Stroke Center received reaccreditation of its Joint Commission Advanced Primary Stroke Certification, and was honored with The American Heart/American Stroke Association 2013 Get with the Guidelines Gold Plus Quality Achievement Award and the Honor Role Target Stroke Award. Recognitions from The American College of Surgeons -------------------------------------------------- The Commission on Cancer (CoC) of the American College of Surgeons accreditation recognizes Jersey Shores multidisciplinary team approach to diagnosing, treating, and rehabilitating patients with cancer. Only 30 percent of hospitals in the United States have received this designation, marking Jersey Shore as a center of excellence for cancer care. Additionally, Jersey Shores Trauma Center was recertified by The American College of Surgeons Committee on Trauma as a Level II Trauma Center. This achievement, first received by Jersey Shore in 1991, distinguishes the hospital as the only trauma center in Monmouth and Ocean counties to provide advanced trauma care. Research Advancements --------------------- As the home of Meridian Health Research Services, Jersey Shore conducts innovative research through clinical trials dedicated to advancing tomorrows medical breakthroughs. Jersey Shore was one of the few institutions in the state to participate in groundbreaking vaccine studies focused on eliminating hospital-acquired infection. In collaboration with the Center for Thyroid, Adrenal and Parathyroid Disease at Jersey Shore, the medical center was an international leader in trials investigating genetic changes in patients with endocrine cancers, such as thyroid and pancreatic cancer. Through programs in oncology, cardiology, neuroscience and pediatrics, researchers at Jersey Shore and Meridian provide our community with access to novel therapies, cutting-edge treatment, and new diagnostic possibilities. K. Hovnanian Childrens Hospital -------------------------------- Pediatric Intensive Care Unit Expansion --------------------------------------- Since 2007, K. Hovnanian Childrens Hospital has experienced tremendous growth in the demand for pediatric intensive care services. The recently expanded Pediatric Intensive Care Unit (PICU), which includes ten private rooms, enables the hospital to provide the most advanced health services for the regions sickest children, close to home. The unit sports a fun, shore-themed look, with state-of-the-art technology and spacious rooms. Emphasizing the importance of family support, each room features a convertible couch/bed for parents. Convient amenities, such as a conference room and pantry, are also available. With access to more than 100 pediatric specialists, the PICUs new home provides a healing space for caregivers to ensure that the critical needs of children are met. The Newest Arrival: Center for Breastfeeding -------------------------------------------- With the Center for Breastfeeding, Jersey Shore became the first hospital in the state to open an outpatient center providing lactation consultation and education services. As a Baby-Friendly designated hospital, Jersey Shore is recognized by the World Health Organization as providing optimal care for mothers and babies, and remains a leading state advocate in promoting and supporting mother-infant bonding practices as evidenced-based medicine with proven health benefits. A Sign of More Great Things to Come ----------------------------------- Bright, new K. Hovnanian Childrens Hospital signs welcome guests, and hint at big things happening for the smallest patients. So whats next for the childrens hospital? A completed expansion that includes more private rooms for kids and their families, a growing pediatric specialty care center, a continued expansion of intensive care services...and more eye-catching signs to match. We now have 44 pediatric beds, 10 pediatric intensive care unit beds and 21 neonatal intensive care unit beds - making us among the largest in the state. In terms of inpatient volume K. Hovnanian Childrens Hospital is the fourth largest in the state. As the first and most comprehensive provider of health care for kids in Monmouth and Ocean counties, K. Hovnanian Childrens Hospital continues to grow with the community, and the new campus look is a "sign" of more great things to come! |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | Ocean Medical Center -------------------- Improving Access to Care ------------------------ As we work towards helping the population better manage their health, Ocean Medical Center ("OCEAN") achieved several milestones that are focused on providing easier and earlier access to care. The launch of two AfterHours sites now offers local residents a convenient place to get health care during evenings and weekends, with locations in Toms River and Brick. This new service creates enhanced access to after-hours care for patients with non-life threatening needs, and avoids unnecessary visits to the Emergency Department. For those patients with true emergencies, the opening of the Hirair and Anna Hovnanian Emergency Care Center established a new environment of care based upon tranquility, comfort, privacy and efficiency. This $82 million project tripled the footprint of the Center, increasing from 12,075 square feet to 44,300 square feet, featuring 49 large private emergency bays, a Pediatric Care Center with eight bays in a private observation area, and dedicated Emergency Behavioral Health and Express Care areas. This helps Ocean better meet current and projected patient demand, which is expected to increase with population aging and more residents acquiring health insurance through reform. Likewise, as health reform increases the need for primary care physicians (PCP) to manage an individuals health and wellness, Ocean successfully recruited 16 new PCPs for its service area. Surgical Services Expansion, Excellence --------------------------------------- Several new surgical services were introduced at Ocean Medical Center in 2013. Early in the year, cardiac services were expanded when a pacemaker program was introduced, providing a critical service at a very local level for community members. By mid-year, Ocean implemented a bariatric surgery program, where experienced experts perform gastric banding, sleeve gastrectomy, and gastric bypass surgeries for patients seeking surgical weight loss solutions. And, at the end of the year, Ocean acquired the daVinci Si Surgical System, adding the newest robotic technology for surgery to the medical centers robust services. These new services build upon a comprehensive surgical services program that has a keen focus on quality. In fact, Ocean was named one of the top four hospitals in New Jersey for surgical excellence in Consumer Reports magazine in 2013. Imaging Excellence Across All Modalities ---------------------------------------- With more than 143,000 imaging procedures performed, Ocean Medical Center earned the elite status of being accredited by the American College of Radiology (ACR) in all nine modalities, the only hospital in Ocean and Monmouth counties to achieve such an accomplishment in 2013. The breast MRI accreditation at Ocean completed the spectrum of ACR accreditations that an imaging facility can earn, with other modalities including breast ultrasound, Computed Tomography (CT), Magnetic Resonance Imaging (MRI), mammography, nuclear medicine, Positron Emission Tomography (PET), stereotactic breast biopsy, and ultrasound. This level of recognition is synonymous with exceptional performance, quality, and patient care delivered by Oceans entire team of board-certified radiologists, qualified technical staff, and management. Riverview Medical Center ------------------------ Surgical Renaissance -------------------- The investment in bringing the very best in surgery continues at Riverview Medical Center ("RIVERVIEW"). Upon the successful completion of the Life.Changing. Campaign for Surgical Excellence, which raised $20 million to support the construction of Riverviews new 22,000 square foot center for surgical excellence, Riverview has also recently added the da Vinci Si Surgical System. The Meridian Center for Robotic Surgery at Riverview now provides even more options for minimally invasive surgery, allowing physicians to use the small incisions associated with traditional laparoscopic surgery, but with improved visualization and range of motion through robotically-assisted surgery. Today, more than 200 surgeons choose to perform their surgical procedures at Riverview. Imaging Makeover for Service and Technology ------------------------------------------- The Diagnostic Imaging Department at Riverview recently finished the complete renovation and installation of a new interventional radiology suite, along with reconstruction and expansion of the patient preparation and recovery area, providing better service for patients. This enhanced service is one of the many imaging modalities offered at our comprehensive and fully ACR-accredited Center. A new, state-of-the-art interventional suite will allow the Riverview Medical Center Diagnostic Imaging team to expand access to a wide range of diagnostic and therapeutic procedures such as: embolizations, paracentesis, thoracentesis, biopsies and arthrograms. A New Vision for Womens Health at Riverview and Bayshore --------------------------------------------------------- Bayshore and Riverview continue to enhance and coordinate services for the residents of Northern Monmouth County region. Over the past year, we introduced a new regional approach for care provided at the Womens Centers at Riverview Medical Center and Bayshore Community Hospital. Today, both Centers share clinical protocols, offer the latest technology, including Tomosynthesis or 3D mammography, as well as a fully fellowship-trained team of radiologists that cover both hospitals. This model, led by medical director, Bokran Won, M.D., provides consistent and exceptional care and evening and weekend hours that accommodate the varying lifestyles of women in our community. Bayshore Community Hospital --------------------------- Bayshores Heart Continues to Grow ---------------------------------- Incredible things are happening in the heart of Holmdel. In October of 2013, Bayshore qualified as a Primary Percutaneous Coronary Intervention hospital and is now approved to provide primary angioplasty procedures to patients experiencing a heart attack. Even more impressive, our team members and physicians have worked hard to maintain a door-to-balloon time well below the national average. As part of the Meridian CardioVascular Network, Bayshore joined the other hospitals of Meridian Health as an Accredited Chest Pain Center. Finally, as part of an effort to significantly improve Bayshores service capabilities, work is currently underway on the construction of two state-of-the-art OR-compatible labs that will perform complex endovascular, cardiovascular intervention, and interventional radiology procedures. An Awakening for Sleep and Wound Healing Services ------------------------------------------------- In 2013, Bayshore Community Hospital made significant additions to its array of services by opening the Center for Wound Healing and the Center for Sleep Medicine. As an outpatient wound management program, the Center for Wound Healing provides a larger and more modern healing environment that includes hyperbaric oxygen (HBO) treatment to better meet the needs of patients suffering from chronic and non-healing wounds. Lauding a wound healing rate consistently over 95 percent, the Center received the Center of Distinction Award. Additionally, a new six-bed Center for Sleep Medicine was opened and provides enhanced sleep medicine services in a larger, home-like environment that better meets the needs of adults and children. The Center is led by board-certified sleep medicine physicians and staffed by a team of trained sleep technologists who employ a comprehensive approach to diagnosing and treating sleep disorders. Southern Ocean Medical Center ----------------------------- A New Era of Emergency Care --------------------------- August 2013 marked the opening of a new, expanded Emergency Department at Southern Ocean Medical Center. This $22 million project expanded the facility to triple the size of the former Emergency Department and is the largest building project in the history of the medical center. The Center features 22 large and private emergency bays, raising emergency care to a new level with a renewed focus on privacy, convenience, and the guest experience. The facility includes space designed for behavioral health patients that is discreet, separate, and secure, and children have their own area within the Martin Truex, Jr. Pediatric Care Center. Expanded triage and fast track areas provide better care and better service, thus improving the emergency experience for patients and family members, as well as for the doctors and nurses who deliver care. Hometown Hero Dedicates Pediatric Care Center --------------------------------------------- NASCAR driver and hometown hero Martin Truex, Jr. joined with hospital team members and friends of the medical center to officially dedicate the Martin Truex, Jr. Pediatric Care Center at Southern Ocean Medical Center in September 201 |
| CORE FORM, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | Partner Companies ----------------- Meridians partner companies continue to distinguish Meridians unique continuum of care that extends beyond the reach of our six hospitals. By integrating care across different geographic sites, Meridian succeeds in delivering multiple clinical services that are coordinated seamlessly for our patients. Meridian partner companies include ambulatory services, physician primary care network, Alert Ambulance, Meridian At Home, Meridian Nursing and Rehabilitation, Shore Rehabilitation Institute, Meridian Occupational Health, and more. A Strong Move With Meridian Fitness & Wellness ---------------------------------------------- It is Meridians goal to have a fitness and wellness center within a reasonable distance to every resident in Monmouth and Ocean counties. In December 2013, Meridian expanded its partnership with Tilton Fitness Management, a regional leader in health club operation, putting us well on our way to achieving our goal. The current partnership includes a network of five fitness centers in Manahawkin, Hazlet, Northfield, Galloway and Jackson. The Jackson location is the newest of the sites, featuring a 32,000 square foot state-of-the-art facility in the new Meridian Health Village. The center was so anticipated that it opened with over 2,000 members. Plans are now under way for a brand new facility in Brick. Care in the Comfort of Home --------------------------- In 2013, Meridian At Home continued its leadership as the largest provider of home health services in Monmouth and Ocean counties. Over 150,000 home health visits were made last year providing care, rehabilitation, and therapy to over 17,000 patients and their families allowing them to receive care in the comfort of their home. Meridian At Homes care team includes over 380 certified home health aides, 140 skilled nursing professionals, 80 licensed therapists, and 14 social workers. Meridian Hospice provided care and comfort to over 2,300 patients and their families. Strengthening Meridians Provider Network and Infrastructure ------------------------------------------------------------ Meridian continues to grow its physician enterprise, which now includes more than 300 employed doctors, including our faculty physicians at Jersey Shore University Medical Center. Meridian is recruiting additional primary care physicians to further build upon our extensive reach in Monmouth and Ocean counties to provide access to care in light of the shortage of primary care physicians. New infrastructure requirements for advanced quality and access initiatives were developed to support Patient Centered Medical Homes (PCMH) and achieved the highest level of National Committee for Quality Assurance (NCQA) PCMH Recognition for two practice locations. The Patient Centered Medical Home standards emphasize the use of systematic, patient-centered, coordinated care that supports access, communication, and patient involvement. Additionally, 17 clinicians received National Committee for Quality Assurance Diabetes Recognition for providing high quality care, bringing the total number of NCQA recognized clinicians to 24. Meridian Nursing & Rehab is Seeing Stars ---------------------------------------- Every day, families across the country are faced with the difficult decision of finding a nursing home to care for their loved one. Area residents can rest assure knowing that they have quality facilities close by with Meridian Nursing & Rehab. U.S. News & World Report, with data collected from the Centers for Medicare & Medicaid Services, awarded Meridian Nursing and Rehab facilities at Brick, Shrewsbury, Manor By the Sea in Ocean Grove, and Wall with the highest possible overall rating of five stars in their 2014 Best Nursing Homes report. Meridian Nursing and Rehab at Brick Awarded Advanced Certification in Heart Failure --------------------------------------------------------------------- The Joint Commission, in conjunction with The American Heart Association, recognized Meridian Nursing and Rehab at Brick as the only skilled nursing facility in New Jersey to receive the Advanced Certification in Heart Failure. Achievement of this certification signifies an organizations dedication to fostering better outcomes for patients in its heart failure program. The Advanced Certification in Heart Failure has demonstrated that Meridian Nursing and Rehab at Bricks services have met critical elements of performance to achieve long term success in improving outcomes for patients diagnosed with and being treated for heart failure. Shore Rehab among the Best in the Country ----------------------------------------- Shore Rehabilitation Institute, located on the campus of Ocean Medical Center, was named among the Best of 2013 Rehab Hospitals, Institutions, & Facilities in the nation by Rehab Management, which annually profiles the industrys top rehab hospitals and facilities based on the nominees recognized excellence in rehabilitation care and service to the community they serve. As one of the largest providers of inpatient and outpatient rehabilitation in the state, Meridian continues to deliver the best patient experience while helping individuals with disability attain optimal function. Foundation ---------- Exemplary Performance in Fundraising ------------------------------------ Meridian Health Affiliated Foundations was honored by the Association for Healthcare Philanthropy (AHP) for its exemplary performance in raising funds for its local communities health care needs. Meridian Health is one of 12 organizations throughout the United States and Canada that have received this designation of a sustaining high performer for three or more years over a six-year period. In fact, for the past five years, Meridian Health Affiliated Foundations has contributed to about 20 percent of Meridians bottom line. Some of the most recent significant contributions were aligned with the emergency department projects at Southern Ocean and Ocean Medical Centers. The campaign at Southern Ocean Medical Center raised more than $7.6 million for the new Emergency Department. At Ocean Medical Center, the foundation completed the matching gift from a donor, propelling Ocean to raise more than $10 million for the emergency department expansion. The generosity of the communities we serve allows Meridian Health Affiliated Foundations to ensure that everyone Meridian serves receives the highest level of care. Donor support enables us to raise funds that create and maintain new services and facilities, including advanced medical treatments, technologies, and environments that provide the best medical care in the region. Awards ------ Five in a Row! Meridian Makes FORTUNEs "100 Best Places to Work For" List --------------------------------------------------------------------- Meridian has been given the "high five" by FORTUNE Magazine, earning a coveted spot on the leading industry publications "100 Best Companies to Work For" list for an incredible five years in a row. Coming in at number 62 on FORTUNEs 2014 best companies list, Meridian continues to earn FORTUNE 100 acclaim for accomplishments that include low staff turnover and a remarkable 15 years or more of service for more than twenty percent of our team members. Meridian is also one of only ten health care organizations across the country to make this prestigious list. Meridian Health Among the Top New Jersey Employers 10 Years Running ------------------------------------------------------------------- The NJBiz "Best Places to Work in New Jersey" program was designed to identify, recognize, and honor the best places of employment in New Jersey who show a dedication to employee growth and quality of life. Meridian Health was recently honored for the tenth consecutive year as one of the few organizations in the state to be consistently recognized as an outstanding employer. Most Wired for the 14th Consecutive Year ---------------------------------------- Meridian Health was named to the 2013 "Most Wired" survey for the 14th year in a row, an honor that Meridian has received more times than any other existing health system in the state of New Jersey. Having received this award for 14 years is a reflection on the Meridians commitment to make the necessary investments to be at the leading edge of health care technology and care delivery. Meridian Health Ranked #1 on the Healthcare IT News List of Where to Work: Best Hospital IT Departments -------------------------------------------------------------------- Meridians IT Department recently received recognition for their collaborative work environment. The more than 200 members Demonstrated their excellence by ranking first in this years Healthcare IT News Where to Work: Best Large Hospital IT Departments. Were "Exemplar" at Caring for Older Patients --------------------------------------------- Meridian has achieved "Exemplar" status for our NICHE (Nurses Improving Care for Healthsystem Elders |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | THE ORGANIZATION, MERIDIAN HEALTH, IS THE PARENT OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THIS FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THIS ORGANIZATION. THE PROCESS FOR REVIEWING THE FORM 990 IS AS FOLLOWS: MERIDIAN HEALTH RETAINED A FIRM OF INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WITH EXPERIENCE AND EXPERTISE IN HEALTHCARE 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, GENERAL COUNSEL AND OUTSIDE TAX COUNSEL. THE DRAFT WAS THEN REVIEWED BY THE CPA FIRM AND PRESENTED TO THE GOVERNING BODY'S COMPLIANCE AND AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE GOVERNING BODY. AFTER THE COMPLIANCE AND AUDIT COMMITTEE MEETING, ANY SUGGESTED REVISIONS TO THE FORM 990 WERE MADE, AND THE REVISED FORM 990, IN Final FORM, WAS PROVIDED TO EACH voting MEMBER OF THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AT A MEETING PRIOR TO FILING OF THE FORM 990 WITH THE IRS. |
| CORE FORM 990; PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION, MERIDIAN HEALTH, IS THE PARENT OF A TAX-EXEMPT INTEGRATED HEALTHCARE 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 990; PART VI, SECTION B; QUESTION 15 | THIS ORGANIZATION IS THE PARENT OF A TAX-EXEMPT INTEGRATED HEALTHCARE 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 ORGANIZATION. 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 HEALTHCARE 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 HEALTHCARE ORGANIZATIONS, AND RECEIVES REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS, A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH EXECUTIVE'S TOTAL COMPENSATION AND BENEFITS. ADDITIONALLY, A SENIOR MEMBER OF THE CONSULTING FIRM ATTENDS THE COMMITTEE'S MEETINGS TO PROVIDE INFORMATION AND TO RESPOND TO QUESTIONS BY THE MEMBERS OF THE COMMITTEE. THE INDEPENDENT COMMITTEE UTILIZES THE OUTSIDE MARKET DATA COMPARABILITY AND BASED UPON THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE ESTABLISHES COMPENSATION FOR EACH INDIVIDUAL. THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE QUALIFIES FOR THE REBUTTABLE PRESUMPTION UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX EXEMPT ORGANIZATION, WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE REGULATIONS UNDER SECTION 4958; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY SULLIVAN COTTER AND ASSOCIATES, INC., A WELL-REGARDED EXPERT IN THE AREA OF NOT-FOR-PROFIT HEALTHCARE 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, John Gantner, Marc H. Lory AND SALVATORE INCIARDI, WHO ARE PART OF THE SENIOR MANAGEMENT TEAM AT MERIDIAN HEALTH SYSTEM; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. THESE INDIVIDUALS WORK FULL-TIME FOR MERIDIAN HEALTH SYSTEM AND RECEIVE COMPENSATION AND BENEFITS FROM MERIDIAN HOSPITALS CORPORATION, A TAX-EXEMPT HOSPITAL WITHIN THE SYSTEM. THEIR REMUNERATION WAS FOR SERVICES RENDERED AS FULL TIME EMPLOYEES OF THE HEALTHCARE SYSTEM AND FOR SERVICES RENDERED TO THE ENTIRE MERIDIAN HEALTH SYSTEM, 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 THE PARENT ORGANIZATION ONLY. |
| CORE FORM, PART VII, SECTION A, COLUMN B | Meridian Health System, Inc. is the parent of MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS and/or OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH more than one ORGANIZATION WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990 REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY three to five HOURs. THE HOURS REFLECTED ON PART VII OF THIS FORM 990 FOR PAID OFFICERS REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF MERIDIAN HEALTH; NOT SOLELY THe ORGANIZATION included in this return. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET TRANSFERS TO SOUTHERN OCEAN MEDICAL CENTER FOUNDATION; ($900,000) - NET TRANSFERS TO BAYSHORE COMMUNITY HOSPITAL FOUNDATION; ($300,000) - NET TRANSFERS TO MERIDIAN HEALTH REALTY CORPORATION; ($1,570,000) - NET TRANSFERS FROM MERIDIAN HOSPITALS CORPORATION; $7,200,000 THE ENTITIES ABOVE ARE RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS. |
| CORE FORM, PART XII; QUESTION 2 | PRICEWATERHOUSE COOPERS, L.L.P., AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF MERIDIAN HEALTH SYSTEM, INC. AND ALL ENTITIES WITHIN THE SYSTEM FOR THE YEARS ENDED DECEMBER 31, 2013 AND DECEMBER 31, 2012; RESPECTIVELY. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAIN CONSOLIDATING SCHEDULES ON AN ENTITY BY ENTITY BASIS. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE MERIDIAN HEALTH SYSTEM, INC. COMPLIANCE AND AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THIS ORGANIZATION, AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART IV, QUESTION 5 | PLEASE NOTE THAT THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) ORGANIZATION AND QUESTION 5 IS NOT APPLICABLE. |
| STATEMENT PURSUANT TO REGULATION SECTION 1.351-3(A) | BY MERIDIAN HEALTH SYSTEM, INC. (EIN: 22-3474145), A SIGNIFICANT TRANSFEROR This statement is pursuant to Regulation Section 1.351-3(a) by the following entity, a significant transferor: Meridian Health System, Inc. ("MHSI") 22-3474145 1350 Campus Parkway, Neptune, NJ 07753 MHSI (EIN: 22-3474145), a U.S. tax-exempt corporation and a significant transferor, made constructive transfers of cash on the following dates to Coastal Meridian Insurance Limited (EIN: 98-0166769), its wholly-owned subsidiary formed in Bermuda (the "Transferee"): 1/18/2013: $1,102,750 2/18/2013: $7,519,000 2/25/2013: $6,642,150 7/15/2013: $ 242,959 The good faith estimate of the aggregate fair market value of the assets transferred by MHSI (as determined immediately before the exchanges) was $15,506,859. The good faith estimate of the aggregate tax basis of the assets transferred by MHSI (as determined immediately before the exchanges) was $15,506,859. No private letter rulings were issued by the Internal Revenue Service in connection with the Section 351 exchanges. |
| CORE FORM PART X BEGINNING BALANCE | BEGINNING BALANCES WERE ADJUSTED TO REFLECT A BOOK TRANSFER. THERE WAS NO IMPACT ON THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS AS A RESULT OF THE BOOK TRANSFER. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| MERIDIAN ACCOUNTABLE CARE ORGANIZATION | |||||||||
| 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | 455440670 | HEALTH SVCS | NJ | $140 | $100,000 | MH SYSTEM |
| COASTAL DATA SOLUTIONS | |||||||||
| 1350 CAMPUS PKWY | NEPTUNE | NJ | 07753 | 452441857 | HEALTH IT | NJ | $463,027 | $219,121 | MH SYSTEM |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | 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 | ||||||||||
| 103 EAST FRONT STREET | RED BANK | NJ | 07701 | 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 | ||||||||||
| 3349 HIGHWAY 138 BUILDING C SUITE | WALL | NJ | 07719 | 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 | ||||||||||
| 1200 JUMPING BROOK RD BLDG 5 | 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 SURGICAL ASSOCIATES PC | ||||||||||
| 1945 STATE ROUTE 33 | NEPTUNE | NJ | 07753 | 061755228 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN PEDIATRIC ASSOCIATES PC | ||||||||||
| 1945 STATE ROUTE 33 | NEPTUNE | NJ | 07753 | 061755230 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN MEDICAL ASSOCIATES PC | ||||||||||
| 1945 STATE ROUTE 33 | NEPTUNE | NJ | 07753 | 061755233 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| NORTHERN OCEAN CTY MEDICAL ASSOC PC | ||||||||||
| 1945 STATE ROUTE 33 | NEPTUNE | NJ | 07753 | 141981653 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| NORTHERN MONMOUTH CTY MED ASSOC PC | ||||||||||
| 1945 STATE ROUTE 33 | NEPTUNE | NJ | 07753 | 141981647 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN TRAUMA ASSOCIATES PC | ||||||||||
| 1945 STATE ROUTE 33 | NEPTUNE | NJ | 07753 | 141981651 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN OBST & GYN ASSOCIATES PC | ||||||||||
| 1945 STATE ROUTE 33 | NEPTUNE | NJ | 07753 | 061755239 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MH SYSTEM | Yes (true) |
| MERIDIAN PEDIATRIC SURGICAL ASSOC PC | ||||||||||
| 1200 JUMPING BROOK ROAD BLDG 5 S | 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 | ||||||||||
| 1140 ROUTE 72 WEST | MANAHAWKIN | NJ | 08050 | 222666099 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| BAYSHORE COMMUNITY HOSPITAL FOUNDATION | ||||||||||
| 727 NO BEERS ST | HOLMDEL | NJ | 07733 | 222367109 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | MH SYSTEM | Yes (true) |
| SOMC MEDICAL GROUP PC | ||||||||||
| 1140 RT 72 WEST | MANAHAWKIN | NJ | 08050 | 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) |
| BAYSHORE COMMUNITY HOSPITAL | ||||||||||
| 727 NO BEERS ST | HOLMDEL | NJ | 07753 | 210744668 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(1) | MHC | false |
| BAYSHORE HEALTH CARE CENTER INC | ||||||||||
| 715 NO BEERS ST | HOLMDEL | NJ | 07733 | 222715789 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | MNR | false |
| SOCH PROPERTIES INC | ||||||||||
| 1140 ROUTE 72 WEST | MANAHAWKIN | NJ | 08050 | 223846197 | TITLE HLDG. | NJ | 501(C)(3) | 509(A)(3) | MH REALTY | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COASTAL CO-OP OF NJ | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 CAMPUS PARKWAY | AddressLine1 |
| City | NEPTUNE | City |
| State | NJ | State |
| ZIP Code | 07753 | ZIPCode |
| 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 | BusinessNameLine1 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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. | -$1,242,361 | $68,616,022 | 1.00000 | Yes (true) | |||||
| MERIDIAN HEALTH VENTURES INC | ||||||||||||||||||
| 222550716 | HEALTHCARE SVCS | MH SYSTEM | C CORP. | $2,074,000 | $47,743,000 | 1.00000 | Yes (true) | 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NJ | ||||||
| HCMC Inc | ||||||||||||||||||
| 222620595 | HEALTHCARE SVCS | NA | C CORP. | false | 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NJ | |||||||||
| ASSISTED LIVING AT COLTS NECK INC | ||||||||||||||||||
| 222567119 | INACTIVE | NA | C CORP. | false | 3349 HIGHWAY 138 BLDG C SUITE A | WALL | NJ | 07719 | NJ | |||||||||
| MERIDIAN HEALTH MANAGEMENT INC | ||||||||||||||||||
| 222519699 | HEALTHCARE SVCS | MH SYSTEM | C CORP. | $40,133 | 1.00000 | Yes (true) | 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NJ | |||||||
| MERIDIAN HEALTHWARES BRICK | ||||||||||||||||||
| 223571926 | HEALTHCARE SVCS | NA | C CORP. | false | 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NJ | |||||||||
| MERIDIAN HEALTHWARES WEST LONG BRANCH | ||||||||||||||||||
| 223571931 | INACTIVE | MH SYSTEM | C CORP | 1.00000 | Yes (true) | 1350 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NJ | ||||||||
| COMPASS HEALTHCARE INC | ||||||||||||||||||
| 223357958 | HEALTHCARE SVCS | MH SYSTEM | C CORP. | 1.00000 | Yes (true) | 1140 ROUTE 72 WEST | MANAHAWKIN | NJ | 08050 | NJ | ||||||||
| BAYSHORE CENTR FOR REHAB & PHYS THERAPY | ||||||||||||||||||
| 223116637 | INACTIVE | NA | C CORP. | false | 1 BETHANY ROAD SUITE 43 | HAZLET | NJ | 07730 | 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 | false | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MERIDIAN HEALTH REALTY CORPORATION | ||
| R | $1,570,000 | COST |
| SOUTHERN OCEAN MEDICAL CENTER FOUNDATION | ||
| R | $900,000 | COST |
| BAYSHORE COMMUNITY HOSPITAL FOUNDATION | ||
| R | $300,000 | COST |
| MERIDIAN HOSPITALS CORPORATION | ||
| S | $7,200,000 | COST |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 2013 MERGERS | _____________________________________________________________________ ON APRIL 1, 2013 BAYSHORE COMMUNITY HOSPITAL (EIN 21-0744668) MERGED INTO MERIDIAN HOSPITALS CORPORATION (EIN 22-3471515) AND BAYSHORE HEALTH CARE CENTER, INC. (EIN 22-2715789) MERGED INTO MERIDIAN NURSING & REHABILITATION, INC. (EIN 52-1772578). ON JULY 29, 2013 COMPASS HEALTHCARE, INC. (EIN 22-3357958) MERGED INTO NEW COMPASS HEALTHCARE, INC. (EIN 46-3315778). NEW COMPASS HEALTHCARE, INC. (EIN 46-3315778) MERGED INTO COMPASS NEWCO, INC. (EIN 46-3308111). ON JULY 30, 2013 COMPASS NEWCO, INC. (EIN 46-3308111) MERGED INTO MERIDIAN HEALTH MANAGEMENT, INC. (EIN 22-2519699). ON AUGUST 1, 2013 THE FOLLOWING ENITIES MERGED: - MERIDIAN HEALTH MANAGEMENT, INC. (EIN 22-2519699) MERGED INTO HCMC, INC. (EIN 22-2620595). HCMC, INC. (EIN 22-2620595) CHANGED ITS NAME TO MERIDIAN HEALTH MANAGEMENT, INC. - MERIDIAN HEALTHWARES, BRICK (EIN 22-3571926) MERGED INTO BAYSHORE HEALTHCARE MANAGEMENT CORPORATION (EIN 22-2550716). BAYSHORE HEALTHCARE MANAGEMENT CORPORATION (EIN 22-2550716) CHANGED ITS NAME TO MERIDIAN HEALTH VENTURES, INC. - SOCH PROPERTIES, INC. (EIN 22-3846197) MERGED INTO MERIDIAN HEALTH REALTY CORPORATION (EIN 22-3200147) |
| 2013 DISSOLUTIONS | ______________________________________________________________________ THE FOLLOWING ENTITIES WERE DISSOLVED IN 2013: - BAYSHORE CENTER FOR REHAB & PHYS THERAPY (EIN 22-3116637) ON JUNE 10, 2013 - ASSISTED LIVING IN COLTS NECK, INC. (EIN 22-2567119) ON JULY 25, 2013 - MERIDIAN HEALTHWARES, WEST LONG BRANCH (EIN 22-3571931) ON DECEMBER 5, 2013 |