SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
right arrow Attach to Form 990 or 990-EZ.
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OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
HACKENSACK MERIDIAN HEALTH INC
-SUBORDINATES
Employer identification number

01-0649794
Return Reference Explanation
CORE FORM, PART I; SUMMARY OUTLINED BELOW IS THE VOTING AND INDEPENDENT VOTING DISCLOSURE INFORMATION FOR EACH SUBORDINATE ORGANIZATION INCLUDED IN THE GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 (SOME BOARD MEMBERS SERVE ON MULTIPLE BOARDS AS INDICATED IN THE PART VII DISCLOSURE INCLUDED IN SCHEDULE O): - HMH HOSPITALS CORPORATION; 24 VOTING, 15 INDEPENDENT; - HACKENSACK MERIDIAN AMBULATORY CARE INC.; 20 VOTING, 16 INDEPENDENT; - HEALTH INNOVATIONS UNLIMITED, INC.; 20 VOTING, 16 INDEPENDENT; - HACKENSACK MERIDIAN HEALTH FOUNDATION, INC.; 30 VOTING, 23 INDEPENDENT; - HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 46 VOTING, 38 INDEPENDENT; - JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 23 VOTING, 16 INDEPENDENT; - RIVERVIEW MEDICAL CENTER FOUNDATION, INC.; 24 VOTING, 19 INDEPENDENT; - OCEAN UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 18 VOTING, 15 INDEPENDENT; - SOUTHERN OCEAN MEDICAL CENTER FOUNDATION, INC.; 26 VOTING; 21 INDEPENDENT; - BAYSHORE MEDICAL CENTER FOUNDATION, INC.; 18 VOTING; 13 INDEPENDENT; - RARITAN BAY HEALTHCARE FOUNDATION, INC.; 6 VOTING, 3 INDEPENDENT; - PALISADES MEDICAL CENTER FOUNDATION, INC.; 11 VOTING, 9 INDEPENDENT; - JOHN F. KENNEDY UNIVERSITY MEDICAL CENTER FOUNDATION, INC.; 23 VOTING, 20 INDEPENDENT; - MUHLENBERG FOUNDATION, INC.; 6 VOTING, 6 INDEPENDENT; - BERGEN HEALTH MANAGEMENT SYSTEM, INC.; 3 VOTING, 0 INDEPENDENT; - MUHLENBERG REGIONAL MEDICAL CENTER, INC.; 4 VOTING, 2 INDEPENDENT; - HARTWYCK AT OAK TREE, INC.; 20 VOTING, 16 INDEPENDENT; - HACKENSACK MERIDIAN OUTPATIENT SERVICES, INC.; 20 VOTING, 16 INDEPENDENT; -CENTER FOR DISCOVERY AND INNOVATION; 11 VOTING, 9 INDEPENDENT; AND -HMH CARRIER CLINIC, INC.; 12 VOTING, 9 INDEPENDENT.
CORE FORM, PART III; LINE 4D PROVIDING VARIOUS OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES, SUCH AS EMERGENCY DEPARTMENT, OBSTETRICS & NEWBORNS, CHEMOTHERAPY, ONCOLOGY, BEHAVIORAL HEALTH, ETC., TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY.
CORE FORM, PART VI, SECTION A; QUESTION 2 - GEORGE T. CROONQUIST AND G. THOMAS CROONQUIST - FAMILY RELATIONSHIP; AND - CHARLES V. SCHAEFER, III AND CAROL D. SCHAEFER - FAMILY RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 HACKENSACK MERIDIAN HEALTH, INC. ("HMH") IS THE SOLE MEMBER OF ALL SUBORDINATE ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 OTHER THAN HEALTH INNOVATIONS UNLIMITED, INC. ("HIU"). HMH HAS THE RIGHT TO ELECT THE MEMBERS OF EACH SUBORDINATE ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN EACH SUBORDINATE ORGANIZATION'S BYLAWS. HMH RESIDENTIAL CARE, INC., A SUBORDINATE INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990, HAS THE RIGHT TO ELECT THE MEMBERS OF HIU'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN HIU'S BYLAWS.
CORE FORM, PART VI, SECTION B; QUESTION 11B The subordinate organizations are subsidiaries of Hackensack Meridian Health, Inc. ("HMH"); a tax-exempt integrated healthcare delivery network. HMH's finance personnel prepared the Federal Form 990, which was then reviewed by other appropriate internal staff for accuracy. HMH retained a firm of independent certified public accountants with experience and expertise in health care and not-for-profit tax return preparation to review and file the Form 990. HMH's Board of Trustees designated the Audit and Compliance Committee ("ACC") to review the Form 990 of HMH's subsidiaries. The Form 990 was provided to the members of the ACC for review. The portions of the Form 990 providing compensation disclosures were also provided to the Board's Executive and Physician Compensation Committee for review. The Form 990 was then provided to each voting member of HMH's governing body, its Board of Trustees, prior to filing with the Internal Revenue Service. The HMH Board of Trustees has the final governing authority over the subsidiaries of HMH.
CORE FORM, PART VI, SECTION B; QUESTION 12C HACKENSACK MERIDIAN HEALTH, INC., THE TAX-EXEMPT PARENT ORGANIZATION OF HACKENSACK MERIDIAN HEALTH, A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK, HAS ADOPTED A NETWORK-WIDE CONFLICT OF INTEREST POLICY WHICH IS APPLICABLE TO ALL OF ITS SUBSIDIARY ORGANIZATIONS. THE ORGANIZATIONS REGULARLY MONITOR AND ENFORCE COMPLIANCE WITH THE NETWORK'S CONFLICT OF INTEREST POLICY. ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS AND KEY EMPLOYEES OF EACH ORGANIZATION ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE WITH RESPECT TO ANY APPLICABLE TRANSACTIONS AND RELATIONSHIPS. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE NETWORK'S CHIEF COMPLIANCE OFFICER FOR REVIEW. THE CHIEF COMPLIANCE OFFICER THEN PREPARES A SUMMARY OF THE COMPLETED QUESTIONNAIRES, AND PRESENTS THE SUMMARY TO THE NETWORK'S GOVERNANCE AND BOARD DEVELOPMENT COMMITTEE FOR ITS REVIEW, DISCUSSION AND ACTION (IF NEEDED). ANY TRUSTEE, OFFICER OR KEY EMPLOYEE WITH A DISCLOSED CONFLICT WOULD RECUSE THEMSELVES FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS OF A TRANSACTION IN QUESTION. DURING THE YEAR, THE CHIEF COMPLIANCE OFFICER IN CONJUNCTION WITH THE GENERAL COUNSEL ALSO MONITORS ON-GOING TRANSACTIONS IN LIGHT OF THE SUMMARY TO ENSURE THAT ANY POTENTIAL CONFLICTS OF INTEREST ARE APPROPRIATELY HANDLED IN COMPLIANCE WITH THE POLICY.
CORE FORM, PART VI, SECTION B; QUESTION 15A & 15B THE ORGANIZATIONS ARE AFFILIATES WITHIN A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY NETWORK IN WHICH HACKENSACK MERIDIAN HEALTH, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION. THE EXECUTIVE AND PHYSICIAN COMPENSATION COMMITTEE ("COMMITTEE") OF HACKENSACK MERIDIAN HEALTH, INC. IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND SPECIFIED KEY EMPLOYEES (SENIOR MANAGEMENT) OF THE PARENT AND ALL OF THE SUBSIDIARY ORGANIZATIONS. THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY, WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES COMPENSATION AND BENEFITS. THE EXECUTIVE COMPENSATION PHILOSOPHY RECOGNIZES THE SIZE AND COMPLEXITY OF THE HEALTH CARE NETWORK AND THE CRITICAL NEED TO HAVE AND RETAIN EXECUTIVES THAT CONSISTENTLY DEMONSTRATE SUPERIOR LEVELS OF PERFORMANCE SO THAT THE HEALTH NETWORK CAN FULFILL ITS CHARITABLE MISSION AND STRATEGIC OBJECTIVES. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION", 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 CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND SPECIFIED MEMBERS OF SENIOR MANAGEMENT IS REASONABLE. TO ASSIST WITH THE REVIEW, THE COMMITTEE ENGAGES THE SERVICES OF A NATIONALLY RECOGNIZED INDEPENDENT CONSULTING FIRM SPECIALIZING IN EXECUTIVE COMPENSATION FOR NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS, AND RECEIVES NATIONAL AND REGIONAL MARKET DATA FOR COMPARABLE ORGANIZATIONS,A REPORT SUMMARIZING SUCH DATA, AND AN OPINION LETTER RELATING TO THE REASONABLENESS OF EACH REVIEWED 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 EXECUTIVE COMPENSATION PHILOSOPHY, THE ORGANIZATION'S PERFORMANCE, BUSINESS JUDGMENT CONSIDERATIONS, AND THE INDIVIDUAL'S PERFORMANCE, REVIEWS AND APPROVES COMPENSATION FOR THE REVIEWED MEMBERS OF SENIOR MANAGEMENT. GUIDED AT EACH MEETING BY OUTSIDE COUNSEL TO THE COMMITTEE, THE COMPREHENSIVE REVIEW PROCESS UTILIZED BY THE COMMITTEE IS INTENTIONALLY STRUCTURED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY THE COMMITTEE, WHICH IS AN "AUTHORIZED BODY" OF THE ORGANIZATION COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A CONFLICT OF INTEREST WITHIN THE MEANING OF THE IRS REGULATIONS UNDER SECTION 4958; 2. THE COMMITTEE OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" (FOR COMPARABLE POSITIONS AT SIMILAR HEALTHCARE ORGANIZATIONS) PRIOR TO MAKING ITS DETERMINATION, WHICH COMPARABILITY DATA IS PROVIDED AND ANALYZED BY THE COMMITTEE'S INDEPENDENT CONSULTING FIRM WITH EXPERTISE IN THE AREA OF NOT-FOR-PROFIT HEALTH CARE EXECUTIVE COMPENSATION; AND 3. THE COMMITTEE THOROUGHLY DOCUMENTS ITS REVIEW AND APPROVAL PROCESS, AS WELL AS THE BASIS FOR ITS APPROVALS, CONCURRENTLY WITH MAKING THAT DETERMINATION, AGAIN AS DESCRIBED IN THE IRS REGULATIONS. AS APPROPRIATE, THE COMMITTEE 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 ANY WRITTEN OFFERS FROM COMPETING ORGANIZATIONS. THE COMPENSATION ARRANGEMENTS APPROVED BY THE COMMITTEE ARE REPORTED IN EXECUTIVE SESSION TO THE FULL BOARD BY THE CHAIR AND VICE CHAIR OF THE COMMITTEE. CHAIR AND VICE CHAIR OF THE COMMITTEE. CHAIR AND VICE CHAIR OF THE COMMITTEE.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990 ARE AFFILIATES WITHIN HACKENSACK MERIDIAN HEALTH; A TAX-EXEMPT INTEGRATED HEALTH CARE DELIVERY NETWORK ("NETWORK"). CERTAIN SUBORDINATE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 HAVE ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. ALSO, EACH SUBORDINATE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. THE AUDITED FINANCIAL STATEMENTS, CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY IS AVAILABLE TO THE PUBLIC VIA THE HACKENSACK MERIDIAN HEALTH'S WEBSITE, WWW.HACKENSACKMERIDIANHEALTH.ORG, THEIR CODE OF CONDUCT AND CONFLICT OF INTEREST POLICY.
CORE FORM, PART VII AND SCHEDULE J PART VII AND SCHEDULE J REFLECT CERTAIN INDIVIDUALS WHO WORKED FULL-TIME FOR HACKENSACK MERIDIAN HEALTH AND RECEIVED COMPENSATION AND BENEFITS FOR SERVICES RENDERED TO HACKENSACK MERIDIAN HEALTH. PLEASE NOTE THAT THIS FORM 990 REFLECTS THE FINANCIAL ACTIVITY AND OTHER INFORMATION OF THE SUBORDINATE ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH,INC. GROUP EXEMPTION RULING BUT DOES NOT INCLUDE ALL RELATED ORGANIZATIONS. PART VII INCLUDES, AS OF DECEMBER 31, 2022, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. IN ADDITION, PART VII INCLUDES THE REMAINING TOP FIVE HIGHEST PAID EMPLOYEES AMONGST ALL ENTITIES COMBINED AFTER OFFICERS AND KEY EMPLOYEES OF ALL ORGANIZATIONS INCLUDED IN THE HACKENSACK MERIDIAN HEALTH, INC. GROUP EXEMPTION RULING AND THIS CONSOLIDATED GROUP FORM 990. THESE TRUSTEES, OFFICERS, KEY EMPLOYEES AND HIGHEST PAID EMPLOYEES ARE LISTED IN ORDER FROM HIGHEST TO LOWEST COMPENSATION. OUTLINED BELOW IS A SUMMARY OF THE BOARD OF TRUSTEES BY ORGANIZATION. [* INDICATES THE MEMBER SERVES ON MORE THAN ONE BOARD REPORTED ON THIS GROUP RETURN]: HMH Hospitals Corporation ====================== Richard Henning* Marvin Goldstein, Esq. Rosemarie J. Sorce* Robert C. Garrett, FACHE* William Lawless, Ph.D. Gloria Martini* Aida Capo, M.D. Gregorio Guillen, M.D. Luke Kealy, Esq. Thomas Lake, M.D. Steven Lisser, M.D.* William J. Murray* Edward Piccinich Shawn Reynolds* Andria Schneiderman Pranaychandra Vaidya, M.D. Frank J. Vuono* John Wilcha* Walter Wynkoop, M.D. Frank L. Fekete, CPA* Mark Stauder* Christopher A. Rotio* Praful Raja* Edward Russo Hackensack Meridian Ambulatory Care, Inc. ========================================= David Epstein, Esq.* Ulises E. Diaz* Gloria Martini* Maris Lown* Christopher Maher* Katherine York* Robert C. Garrett, FACHE* Frank L. Fekete, CPA* Mark Stauder* Alfred J. Schiavetti, Jr.* G. Thomas Croonquist* James Kirkos* James M. Bollerman* James Renna* John Wilcha* Robert O'Hara* Thomas J. Kononowitz* William Crane* William Hickey* William J. Murray* Dennis Robinson* (Termed 7/2022) HMH Carrier Clinic, Inc. =========================== Lawrence R. Inserra, Jr.* Thomas G. Amato* Ann Damsgaard Caryl Kourgelis Donald J. Parker Gordon Pingicer Jaime Robertson-Lavalle Lauren Wright* Mary Pat Christie Susan B. Hassmiller, PhD, RN Robert C. Garrett, FACHE* Christian Peter Health Innovations Unlimited, Inc. =========================== David Epstein, Esq.* Ulises E. Diaz* Gloria Martini* Maris Lown* Christopher Maher* Katherine York* Robert C. Garrett, FACHE* Frank L. Fekete, CPA* Mark Stauder* Alfred J. Schiavetti, Jr.* G. Thomas Croonquist* James Kirkos* James M. Bollerman* James Renna* John Wilcha* Robert O'Hara* Thomas J. Kononowitz* William Crane* William Hickey* William J. Murray* Dennis Robinson* (Termed 7/2022) Hackensack Meridian Health Foundation, Inc. =========================== Robert G. Harms* John A. Giunco, Esq.* Carol B. Stillwell* Heidi B. Maggs Robert C. Garrett, FACHE* Serena DiMaso, Esq.* Thomas J. Dolan* Louis J. Dughi, Esq.* Walter R. Earle II* Deborah R. Mathis-Sundermann, CPA, CHBC* Evaristo F. Stanziale* Joyce Hendricks* Skye J. Gibson* David Sanzari* Domenic M. DiPiero, III Frank J. Vuono* Frank L. Fekete, CPA* Gail B. Gordon, Esq.* John C. Meditz* Joseph Yewaisis* Keith Banks Lawrence R. Inserra, Jr.* Mark D. Schlesinger, M.D.* Rosemarie J. Sorce* Thomas G. Amato* William J. Montgoris Brian M. Nelson, Esq.* Jonathan B. Schultz* Laura Bianchini* Surender M. Grover, MD Jeremy Grunin (Resigned 2/2022) Richard Henning (Resigned 12/2022) Hackensack University Medical Center Foundation, Inc. ============================================ Lawrence R. Inserra, Jr.* Robert C. Garrett, FACHE* Ulises E. Diaz* William McLaughlin Lauren Wright* James P. Andersen Stephen T. Boswell, PhD, PE Nick Cangialosi Heather Won Choi G. Thomas Croonquist William Cunningham Michael Geary Gail B. Gordon, Esq.* William C. Hanson Richard Hubschman, Jr, Esq. Dante A. Implicito, M.D. Martin W. Kafafian, Esq. Sandra Keary* Sandra Kissler Thomas Langbein Jerrold Langer Patricia K. Low Michael S. McGeary Brian McLaughlin John C. Meditz* William J. Murray* Robert O'Hara* Samuel S. Raia Julia Recaman David T. Robertson, Esq Christopher A. Rotio* David Sanzari* Anthony Scardino, Jr. Carol D. Schaefer Charles V. Schaefer, III Elyssa Schecter Mark D. Schlesinger, M.D.* Charles H. Shotmeyer Rosemarie J. Sorce* Frank J. Vuono* Joyce Hendricks* Stephen Martinez Thomas Evans Behnaz Baker Thomas Geisel Hans Schmidt, MD Amy Koizim Peene (Resigned 6/2022) Jill Joyce (Resigned 4/2022) Kevin J. Collins, Esq. (Resigned 4/2022) Michelle Jung, Esq. (Resigned 5/2022) Vincent Curatola (Resigned 9/2022) Richard Henning* (Resigned 12/2022) Ann Marie Saccaro (Resigned 12/2022) Anthony C. Taccetta, Jr. (Resigned 12/2022) Donald N. Dinallo (Resigned 12/2022) Frank C. Holtham, Jr. (Resigned 12/2022) George T. Croonquist (Resigned 12/2022) Gloria Martini* (Resigned 12/2022) Joanne Wexler (Resigned 12/2022) John A. Schepisi, Esq. (Resigned 12/2022) John Apovian, M.D. (Resigned 12/2022) Nicholas Minicucci, Jr. (Resigned 12/2022) Peter C. Gerhard (Resigned 12/2022) Phil Simms (Resigned 12/2022) Scott Tarriff (Resigned 12/2022) Joseph A. Rizzi, Esq. (Resigned 12/2022) Joseph P. Riccardo (Passed 4/2022) Jersey Shore University Medical Center Foundation, Inc. ============================================= John A. Giunco, Esq.* Walter R. Earle II* John F. Reinhardt Eric M. Kirsch, CFA Philip J. Scaduto Robert C. Garrett, FACHE* Thomas B. Barham, Sr Thomas DeFelice Sandra Keary* Robert W. Mullen, Jr Kenneth D. Nahum, DO Richard M. Neibart, M.D. Philip L. Perricone Robert Smith Robert L. Sweeney, DO Alexander Taylor David Epstein, Esq.* Gary Tolchin Harpreet Pall, M.D. Richard Loshiavo Joyce Hendricks* David Kountz, MD Nicole Agnew Jeremy Grunin (Termed 2/2022) Marilyn Trapani (Termed 4/2022) Stephan C. Lowy (Termed 7/2022) Camille Doronin (Termed 9/2022) Riverview Medical Center Foundation, Inc. ================================== Steven M. Scopellite Nancy B. Mulheren Peter T. Roselle Jonathan B. Schultz* Robert C. Garrett, FACHE* Negin N. Griffith, M.D. Leslie Hitchner Steven Lisser, M.D.* Robert S. Morris Brian M. Nelson, Esq.* Shawn Reynolds* Margaret S. Riker Siran H. Sahakian Richard J. Saker Benedict J. Torcivia, Jr. Michael Walker Maria Maher Robin Klein Fred Voccola John Maggiacomo, II Joyce Hendricks* Leon F. DeJulius Thomas DeFelice, III Sarah Personette
CORE FORM, PART VII AND SCHEDULE J (CONTINUED) Ocean University Medical Center Foundation, Inc. ============================================ Robert C. Garrett, FACHE* Robert G. Harms* Gary Pieringer Louis J. Dughi, Esq.* Ali R. Moosvi, M.D. Edward J. Dimon, Esq. Frank DiTullio, III Jereme J. Kokes John V. Visceglia, Jr. Joseph S. Mignon Joseph P. Bogdan, M.D. Peter J. Mencel, M.D. Douglas Schwarz Chuck Grinnel Helen Lucciola Joyce Hendricks* Lambros Lambrou Laura Bodman Harriet L. Donnelly (Termed 7/2022) Holly R. Lonsdale (Termed 12/2022) Southern Ocean Medical Center Foundation, Inc. ======================================= Deborah R. Mathis-Sundermann, CPA, CHBC* Joan M. Hart Jeremy S. DeFilippis Joseph D. Rulli Phyllis Buttermark Robert C. Garrett, FACHE* Robert Stohrer Michael R. Aaron, DO Paul K. Chung, M.D. Skye J. Gibson* John Imperato Sean D. Kauffman Joseph P. Lattanzi, M.D. Angela R. Ominski Karl W. Strom, M.D. Thomas C. Yu, M.D. Edward M. Walters, Jr. David L. Wyrsch, Jr. Christopher Fritz Judith Brophy Matthew Matey Joyce Hendricks* Thomas J. Dolan* Frances L. Signorile Ken Formica Marean Abramson Bayshore Medical Center Foundation, Inc. ================================== Serena DiMaso, Esq.* Evaristo F. Stanziale* Carol B. Stillwell* Vincent J. Hager Robert C. Garrett, FACHE* Gaurav Baveja Angelo DeRosa John D. DeLiso Rajiv Prasad, MD Richard Kolber Adrian M. Pristas, M.D. Asaad H. Samra, M.D. Jason Savarese Christopher M. Striano Lori Ann Davidson Courtney Fiore Joyce Hendricks* Victor Lolli Raritan Bay Healthcare Foundation, Inc. ================================ Robert C. Garrett, FACHE* Surender M. Grover, M.D. Dominick A. Cama Laura Bianchini* Joyce Hendricks* Adrienne Alquiros Jessica Smith (Resigned 7/2022) Jane Mueller (Resigned 11/2022) Palisades Medical Center Foundation, Inc. ================================== John C. Meditz* Alexander Duran Thomas Eastwick Leonard Lauricella Blanca Mankiewicz Mario Marghella Thomas Venino, Jr. Robert DiVincent Robert C. Garrett, FACHE* Shane Sullivan Joyce Hendricks* Alejandra Pazmino (Termed 1/2022) Jeannine Ali (Resigned 5/2022) Suri Ponamgi, M.D. (Resigned 7/2022) Bergen Health Management Services, Inc. ================================== Mark Stauder* Robert L. Glenning Linda McHugh Hackensack Meridian Outpatient Services, Inc. =================================== David Epstein, Esq.* Ulises E. Diaz* Gloria Martini* Maris Lown* Christopher Maher* Katherine York* Robert C. Garrett, FACHE* Frank L. Fekete, CPA* Mark Stauder* Alfred J. Schiavetti, Jr.* G. Thomas Croonquist* James Kirkos* James M. Bollerman* James Renna* John Wilcha* Robert O'Hara* Thomas J. Kononowitz* William Crane* William Hickey* William J. Murray* Dennis Robinson* (Termed 7/2022) Hartwyck at Oak Tree, Inc. ===================== David Epstein, Esq.* Ulises E. Diaz* Gloria Martini* Maris Lown* Christopher Maher* Katherine York* Robert C. Garrett, FACHE* Frank L. Fekete, CPA* Mark Stauder* Alfred J. Schiavetti, Jr.* G. Thomas Croonquist* James Kirkos* James M. Bollerman* James Renna* John Wilcha* Robert O'Hara* Thomas J. Kononowitz* William Crane* William Hickey* William J. Murray* Dennis Robinson* (Resigned 7/2022) Muhlenberg Regional Medical Center, Inc. ================================== Douglas A. Nordstrom Michael A. Kleiman, DMD* Amie Thornton Todd Way JFK University Medical Center Foundation, Inc. ======================================= Joseph Yewaisis* A. Joyce Busch Steve Rothman Ankit Gupta Denise Marra Depekary, Esq. Jason Cheng John F. Kwasnik, Esq. John G. McDonough, DMD Lorraine Mulligan Michael A. Kleiman, DMD* Peter Visceglia Praful Raja* Vincent Amabile Katie Barnes Mary Beth Cunningham Janine Purcaro Joyce Hendricks* Robert C. Garrett, FACHE Frank Babar John (JD) Pearce Manpreet Gill Sanket Rupareliya, MD Venk Gorty Muhlenberg Foundation, Inc. ======================= Robert J. Goellner O. Oliver Andersen Robert Fleschler Robert McCabe Ronald West Victor Aloyo Center for Discovery and Innovation =========================== Andrew L. Pecora, M.D. Frank L. Fekete, CPA* Garry A. Neil, MD Harlan F. Weisman, MD James J. Galeota Robert C. Garrett, FACHE* Roger D. Kornberg, Ph.D. Rosemary A. Crane Sol J. Barer, Ph.D. Thomas Polen David S. Perlin, Ph.D.
CORE FORM, PART X; LINE 20 In accordance with the organization's audited financial statements, the tax-exempt bond values were reported on the books of Hackensack Meridian Health, Inc., the parent organization of this tax-exempt integrated healthcare delivery network. As such, the tax-exempt bonds are reported on Schedule K of the Hackensack Meridian Health, Inc. Form 990.
CORE FORM, PART XI; LINE 9 OTHER INCREASE (DECREASE)IN NET ASSETS OR FUND BALANCE INCLUDE: - NET TRANSFERS TO/FROM RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS - ($35,701,778); - EQUITY TRANSFER - $493,250,407; - NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL ACQUISITION - $85,536,787; - CHANGES IN PENSION RELATED ADJUSTMENTS - $6,886,537; - OTHER CHANGES IN UNRESTRICTED NET ASSETS - $1,801,282; - HMH PROGRAM SERVICE REVENUE RECLASS - ($9,476,333); - NET ASSETS RELEASED FROM RESTRICTION FOR CAPITAL ACQUISITION; TEMPORARILY RESTRICTED - ($362); - NET ASSETS RELEASED FROM RESTRICTION USED FOR OPERATING ACTIVITIES; TEMPORARILY RESTRICTED - ($850,300); AND - OTHER CHANGES IN TEMPORARILY RESTRICTED NET ASSETS - $42,725,720.
CORE FORM, PART XII; LINE 2 PRICEWATERHOUSE COOPERS, L.L.P. AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF HACKENSACK MERIDIAN HEALTH, INC. FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, INCLUDING THIS ORGANIZATION. PRICEWATERHOUSE COOPERS, L.L.P. ISSUED AN UNQUALIFIED OPINION WITH RESPECT TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE HACKENSACK MERIDIAN HEALTH, INC. AUDIT AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE ORGANIZATIONS IN THIS CONSOLIDATED GROUP FORM 990, AND THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICES ACCOMPLISHMENTS Hackensack Meridian Health ============================ We are the largest, most comprehensive and truly integrated health care network in New Jersey, offering a complete range of medical services, innovative research and life-enhancing care. Who We Are ============ - 18 hospitals - 3 Academic Medical Centers - 1 University Teaching Hospital - 8 Community Hospitals - 2 Rehabilitation Hospitals - 2 Children's Hospitals - 1 Behavioral Health Hospital - 1 Long Term Acute Care Hospital - 1 Center for Discovery & Innovation - 1 School of Medicine - 4,714 licensed beds - 500+ patient care locations - 7,000+ physicians - 36,000+ team members Care Delivered in 2022 ======================== - 177,362 patient admissions - 650,086 emergency visits - 2,058,163 outpatient visits - 16,545 babies delivered - 103,669 surgeries (inpatient and outpatient) FACILITIES =========== CONTINUALLY UPGRADING OUR FACILITIES IS CRUCIAL FOR ENHANCING PATIENT CARE AND SAFETY AND FOSTERING A POSITIVE WORK ENVIRONMENT SO WE CAN CONTINUE TO DELIVER THE HIGHEST QUALITY OF CARE TO THE COMMUNITY. WE ARE COMMITTED TO DELIVERING THE BEST ENVIRONMENT FOR OUR PATIENTS, PHYSICIANS AND TEAM MEMBERS. Helena Theurer Pavilion Raises the Bar on Excellence ===================================================== Hackensack University Medical Center's 530,000-square-foot Helena Theurer Pavilion is now open - and this state-of-the-art, nine-story surgical and intensive care tower is raising the bar on patient care excellence in the New York metropolitan area. The Pavilion features all-private patient rooms and the latest "smart hospital" technology, with every detail optimized to deliver an outstanding patient experience. The Pavilion includes: - 24 operating rooms - 72 post-anesthesia care unit beds - 50 Intensive Care Unit (ICU) beds - 175 medical/surgical beds, including a Musculoskeletal Institute and intermediate care rooms - 6 da Vinci robotic surgical systems, including one single port system - 4 orthopedic robots for joint replacement procedures JFK University Medical Center ============================ Hybrid Operating Room Combines Advanced Imaging and Surgical Technology: In Fall 2022, JFK University Medical Center announced the opening of its brand new hybrid operating room, a state-of-the-art facility that combines advanced imaging and surgical technologies in one place. Benefits of the hybrid operating room allow for traditional open surgical procedures to be performed endoscopically using advanced image guidance, resulting in improved patient outcomes and more rapid recovery. In the past two decades, Hybrid Operating Rooms have emerged as the new standard of care for advanced subspecialties such as cardiac, vascular and neurosurgery who perform both open surgeries and endoscopic procedures. The ability to perform both traditional open surgery and image guided endoscopic procedures in the same suite provides for added flexibility, efficiency and safety. Hackensack University Medical Center ==================================== High-Quality Perinatal Care: Hackensack University Medical Center was the first in the nation to earn The Joint Commission's Gold Seal of Approval for Advanced Certification in Perinatal Care (ACPC) by demonstrating exceptional standards and outcomes in the care of infants and mothers. This distinction from the Joint Commission for exemplary perinatal care is a testament to the top-notch team members, physicians and leadership at Hackensack University Medical Center and our ongoing collaboration with First Lady Tammy Murphy's statewide awareness campaign, Nurture NJ, which is committed to making New Jersey the safest and most equitable place in the nation to give birth and raise a baby. At Hackensack University Medical Center, there were no maternal deaths in 2022. The C-section rate continues to decline across Hackensack Meridian Health. With this Advanced Certification, Hackensack University Medical Center has set the bar for appropriate obstetric care in the country, helping to ensure there is a multidisciplinary approach taken when developing a patient-centered plan of care utilizing evidence-based assessment tools. Long Term Acute Care Hospital (LTACH) ===================================== Our First Long Term Acute Care Hospital: In October 2022 we officially opened the network's first Long Term Acute Care Hospital (LTACH). The brand-new, state-of-the-art hospital offers 30 private rooms to accommodate patients that need specialized services and programs. Highlights of the Hackensack Meridian LTACH include: - State-of-the-art pulmonary program with ventilator weaning - Advanced cardiac program which will include congestive heart failure management and education - Dialysis management - Sepsis treatment including long-term antibiotic therapy - Extensive wound care program, with treatment of non-healing surgical wounds and pressure ulcers Hackensack Meridian LTACH is located in Raritan BayMedical Center, providing a specialized dedicated floor, daily physician visits, 24/7 emergency physician coverage, an interdisciplinary care team that includes physician specialists, certified registered nurses and technicians, certified respiratory therapists, dieticians, rehabilitation therapists, including PT/OT/speech, in addition to all other hospital services. Access to Care ================ Hackensack Meridian is dedicated to improving access to care for patients and the community, ensuring timely and equitable health care services for all. Medical Group Continues to Grow: Our Hackensack Meridian Medical Group, which includes more than 1,800 physicians and advanced providers at over 360 locations, experienced significant growth in 2022 with the addition of more than 200 new practitioners and six new practices. We are dedicated to improving access to care for our patients and the community, and have welcomed primary care physicians as well as a diverse group of specialists to the team last year, including rheumatologists, colorectal, thoracic, trauma and general surgeons, neurologists, pediatric subspecialists and urologists. Epic Across-the-Board: In 2022 our organization completed a massive overhaul to bring all Hackensack Meridian Medical Group practices onto the Epic electronic medical record system. With a centralized and unified system, health care providers across the entire network can access vital patient information in real-time, facilitating seamless care coordination and informed decision-making. This interconnectedness not only promotes continuity of care but also facilitates efficient data sharing and collaborative efforts, ultimately leading to improved patient outcomes and a higher standard of health care delivery across the entire health system and medical group practices. Hackensack Meridian Medical Group 2022 Stats ============================================ - +200 New Practitioners - +6 New Practices - 1.69 million Patient Visits (up 7% over 2021) - Reached 7,000 Daily Appointments - 9% of Appointments done Via Telehealth - 240% Increase in Online Appointment Scheduling (55% of online appointments scheduled by new patients and 56% were scheduled during non-work hours) Critical Programs for Advanced Care: In addition to ensuring that our community can access the care that they need in a timely and convenient manner through telehealth, online appointment scheduling and a robust, diverse Medical Group, we are committed to offering the best-in-class clinical programs. Below we highlight some new and critical advanced clinical care programs that we are proud to offer at Hackensack Meridian Health. - Bone Marrow Transplant Program - Parkinson's Wellness Program - Advanced Lung and Airway Center - 50 Years of Care - Hospital At Home Bone Marrow Transplant Program: In early 2022, we announced that John Theurer Cancer Center expanded its program to HOPE Tower at Jersey Shore University Medical Center. This expansion provides on-site resources to cancer patients at Jersey Shore as well as access to medical innovations and clinical trials at John Theurer Cancer Center at Hackensack University Medical Center. New specialized services include advanced leukemia care, cell therapy and phase I clinical trials, including targeted therapies, immuno-oncology, and CAR-T trials.
CORE FORM, PART III; STMT OF PROGRAM SERVICES ACCOMPLISHMENTS (CONTINUED) In August, John Theurer Cancer Center experts began bone marrow transplant procedures at the HOPE Tower location. John Theurer Cancer Center is best known for having a nationally recognized blood cancers treatment program including multiple myeloma, lymphoma and leukemia, as well as having one of the largest, nationwide bone marrow transplant (BMT) programs. With more than 7,500 transplants performed, it is one of the largest in the country. By expanding the program to HOPE Tower, we are providing patients with the most compassionate,multidisciplinary care in Monmouth and Ocean counties and beyond at the most important time in their lives. Parkinson's Wellness Program: In April, JFK Johnson Rehabilitation Institute in Edison opened a new Parkinson's Wellness Program, which is a unique, two-week inpatient rehabilitation experience that helps people with Parkinson's restore and maintain their function. The team of Rehabilitation Medicine Physicians, Neurologists and specialized therapists identified the need to help people diagnosed with Parkinson's disease who are not acutely ill or severely disabled but who struggle greatly at home with the symptoms and life-style changes that Parkinson's disease brings. Whether it be making medication adjustments, decreasing falls, improving voice quality or gaining more independence with activities of daily living, the JFK Johnson Rehabilitation Institute's Parkinson's Wellness Program customizes the treatment approach for each patient's stay and is particularly focused on safety and reducing hospital admissions. Advanced Lung and Airway Center: The Advanced Lung and Airway Center at JFK University Medical Center opened in 2022. This program screens, diagnoses and treats patients with both cancerous and non-cancerous disorders that affect breathing. The multidisciplinary team includes world-renowned thoracic surgeons who specialize in advanced robotic surgery for lung cancer, esophageal cancer, mediastinal tumors, and other surgical conditions within the chest and trachea. In addition, our thoracic surgeons collaborate with interventional pulmonologists and ENTs to provide specialized care for the most complex airway diseases. The Center capped off the year by introducing the Ion Bronchoscopy system, the most advanced robotic bronchoscopy technology to address a challenging aspect of lung biopsy by enabling physicians to better visualize and maneuver deep within the lungs to obtain lung tissue samples. The system allows physicians to diagnose lung cancer at the earliest stage when it is most treatable. JFK University Medical Center is the first hospital in central New Jersey to have this technology. 50 Years of Care: In September 2022, Southern Ocean Medical Center celebrated its 50th Anniversary. More than 300 families and community members attended the carnival-inspired event, where leadership enjoyed the opportunity to listen to and gain insights from the guests. The hospital has experienced significant growth over the years, and spent much of 2022 building out its orthopedics program by welcoming several highly skilled orthopedic surgeons to the team. Southern Ocean Medical Center is now in a strong position to support all orthopedics needs related to hip, knee, shoulder, elbow, hand and foot conditions. In addition, Southern Ocean has become a destination for colorectal, cancer, surgical, heart and vascular care, adding the latest technologies and recruiting some of the best physicians in the state. We are committed to ensuring members of the local community have access to high-quality and compassionate care for years to come at Southern Ocean Medical Center. Hospital At Home: The Hospital At Home program expanded to Jersey Shore University Medical Center in late 2022 after first piloting at JFK University Medical Center earlier in the year - with over 45 patients successfully treated in the comfort of their homes. The Hospital At Home program leverages at-home visits, telehealth and other technologies to provide hospital-level care to eligible patients in their homes. Patients who are otherwise healthy can comfortably connect with their care team through daily in-home nursing visits and physician check-ins via telehealth. Services provided to patients in their homes include but are not limited to: - Medications (including IV and infusion therapy) - Laboratory - Meals and nutrition - Rehabilitation services - Durable medical equipment and oxygen - Diagnostic imaging (x-ray and other mobile scans) - Remote patient monitoring Surveys consistently show that people prefer to be cared for in their homes. As a result, Hospital At Home patients report higher satisfaction with their physician, comfort, convenience of care, admission process and overall care experience. At our Hospital At Home sites, patients expressed high satisfaction with the program and the convenience of receiving hospital-level care and monitoring in their homes. Academics ========== Our goal is to be an international leader in physician education and research.The Hackensack Meridian School of Medicine and academic programs throughout our network define academic excellence. Continued Growth in 2022: - Totals 1,450 faculty members - More than 90% are Hackesack Meridian Health physicians - 6,000+ applications for the 2022 cohort (up 186% since the school opened in 2018) - 160+ students in the 2022 cohort (an increase from 60 students in the 2018 cohort) Historic Commencement Ceremonies: In June 2022, 63 students graduated from the Hackensack Meridian School of Medicine, and in June 2023, 85 students graduated, beginning their careers as doctors. The graduating classes included students from the 2018, 2019 and 2020 cohorts. During both ceremonies, we were blessed to have inspiring keynote speakers with Dr. Cornel West, the Dietrich Bonhoeffer Chair at Union Theological Seminary in 2022, and New Jersey Governor Phil Murphy in 2023. More than half of our graduates will continue on to serve residences at our own Hackensack Meridian Health hospitals, while others will serve in residency programs throughout the country. Achieving Full Accreditation: The Hackensack Meridian School of Medicine was granted full accreditation in February 2023 by the Liaison Committee on Medical Education (LCME), a major milestone capping a robust seven-year review process that affirms the highest standards in the training of future physicians. This significant milestone follows the November 2022 announcement that the school was granted full accreditation by the Middle States Commission on Higher Education (MSCHE), an affirmation that extended the School's privilege to grant M.D. degrees and allows the School to state confidently that "Our students are well-served; society is well-served." Residency and Fellowship Programs: Hackensack Meridian Health has several, robust educational programs to support the advancement of our future clinicians. - 66 Residency and fellowship programs - 811 Residents and fellows enrolled Research: We are dedicated to building an internationally recognized research enterprise that leads the frontier of medicine through a frictionless system of translational science and innovation. Introducing the Hackensack Meridian Health Research Institute: The Hackensack Meridian Health Research Institute (HMHRI) was formed in 2022 to bring together the many research departments and areas of expertise across Hackensack Meridian Health. It serves as an academic health ecosystem to lead, organize and support academics, research and innovation in a cohesive manner. The goal of HMHRI is to apply scientific rigor to the most urgent clinical problems - seamlessly and rapidly translating discoveries into novel interventions and therapy developments. By the numbers, HMHRI has: - 3,600+ researchers - 250+ Principal Investigators with Active Studies - 1,000+ Active Studies - 600 Open Clinical Trials - 450 Clinical trials in Cancer - more than any other Cancer Center in NJ Notable Highlights: - Over the past four years, HMH has experienced remarkable growth, more than tripling its externally-sponsored research portfolio across the translational research continuum, as its research grant expenditures and industry clinical trials revenue increased from $31.1M in 2019 to over $100 million in 2022. - The Center for Discovery and Innovation (CDI) has itself grown to encompass more than 180 scientists and support personnel, over its first three years. The institution is funded by $175 million in research commitments over the next five years through government, pharmaceutical, biotech, and foundation sectors, as well as private philanthropy.
CORE FORM, PART III; STMT OF PROGRAM SERVICES ACCOMPLISHMENTS (CONTINUED) - Hackensack Meridian Health researchers published more than 261 publications on COVID-19 over the first two years of the pandemic - a growing literature contributing to virtually every facet of our knowledge about the virus and how to diagnose, treat, and manage it. Among these pandemic advances were diagnostics, viral variant screening, and the development of therapies by the CDI, which assisted the state's largest comprehensive health network on the clinical side of the pandemic fight. Academia, Pharma Team Up As "Metropolitan AntiViral Drug Accelerator": A unique collaborative enterprise of academic and pharmaceutical experts in New York City and Northern New Jersey has formed a regional drug accelerator to address the urgent need to develop novel antiviral treatments for SARS-CoV-2, its variants, other coronaviruses and pandemic viruses, and as well as future viral threats. The Metropolitan AntiViral Drug Accelerator, or MAVDA, is funded by a $108 million award from the National Institutes of Health and the National Institute of Allergy and Infectious Disease's Antiviral Drug Discovery Centers for Pathogens of Pandemic Concern program. National Institutes of Health and the National Institute of Allergy and Infectious Disease's Antiviral Drug Discovery Centers for Pathogens of Pandemic Concern program. The Hackensack Meridian Center for Discovery and Innovation is teaming up with other world-class virologists and academic drug finders from Rockefeller University, Columbia University and Memorial Sloan-Kettering Cancer Center in New York City, and Rutgers University in New Jersey, along with proven antiviral drug developers Merck, the Tri-Institutional Therapeutics Discovery Institute (Tri-I TDI), and Aligos Therapeutics. MAVDA's mission is to discover, optimize and test innovative small molecule antiviral drugs to target coronaviruses, emphasizing SARS-CoV-2, and one or more select RNA viruses with pandemic potential. The goal is to rapidly develop drugs which can be given orally, and in an outpatient setting, in the near future. Center for Discovery and Innovation Expands Exponentially: In under four years of existence, the Hackensack Meridian Center for Discovery and Innovation (CDI) has experienced tremendous growth. With a mission to develop and translate innovations in biomedical sciences to improve clinical outcomes for cancer patients and others with life threatening, disabling and chronic diseases, see where we are today: - 180+ Scientist and support personnel working at the foremost of biomedical discovery and innovation. - $175 Million in research commitments over next 5 years through government, pharmaceuticals, biotech, and foundation sectors, as well as private philanthropy. - 2,500+ Peer-reviewed Papers by faculty in leading journals. - 128,000 Net Square Feet of newly renovated research space including - 38,000-foot vivarium; and another 60,000 feet of expansion space. Global Leader in Helping Patients with Complex CAD: Hackensack University Medical Center interventional cardiologists are regional leaders in the multicenter national PROTECT IV clinical trial, which is evaluating the effectiveness of a novel treatment for high-risk patients with complex heart disease and reduced heart function who require cardiac catheterization. Doctors here treated the first patient in New Jersey enrolled in this study, and Haroon Faraz, M.D., director of Interventional Cardiology Research, Hackensack University Medical Center and Principal Investigator for the PROTECT IV study, was recently appointed Regional Lead for the PROTECT IV Trial for the Southeast. The PROTECT IV study is comparing cardiac catheterization with and without the addition of a small heart pump called Impella to see if Impella support relieves heart disease symptoms and improves heart function and overall health better than catheterization alone. If the data show conclusively that the support provided by the Impella device is superior to coronary angioplasty alone, it could lead to a new standard of care for high-risk patients with complex coronary artery disease and impaired heart function. Philanthropy ============= The power of philanthropy is essential to the work that we do, as it allows us to address complex health challenges, implement community health initiatives and create a lasting impact for our patients and team members. We thank our donors and corporate partners from the bottom of our hearts for your support. 2022 Philanthropic Outcomes at a Glance: - $138,877,026 Raised - 14,262 Total Donors - 53,437 Gifts The following we share a few of the many philanthropic highlights from the past year. It is with extreme gratitude that we thank our donors. A Transformational Gift: Our donors generously provided John Theurer Cancer Center with a transformational grant that will establish the Hennessy Institute for Cancer Prevention and Applied Molecular Medicine. To be located within a new, planned ambulatory facility in Clifton, New Jersey, the Hennessy Institute will focus on: - Reducing cancer, improving outcomes and preventing recurrence through a team of experts and navigators who will develop a seamless, easy-to-use platform and empower patients within their ecosystem. - Concentrating on early detection through tests like liquid biopsies and genomics and detecting early relapse to enhance survivorship. - Partnering with patients to help mitigate risk factors, including reducing BMI, increasing activity and focusing on nutrition and overall wellness. - Measuring efficacy to demonstrate success and enhance financial coverage and reimbursement for cancer prevention initiatives. The Hennessy Institute will also address health inequities in cancer research and prevention by securing grants for those unable to pay the out-of-pocket costs associated with this type of advanced medicine. The goal is to present the collected data to the insurance industry, showcasing the benefits of cancer prevention in terms of costs for payers and patients, as well as the health benefits associated with preventive medicine. A Golden Dome of Generous Support: In early 2022, the Golden Dome Foundation further supported Hackensack Meridian Health with a transformational gift, distributed among multiple hospital initiatives, to improve patient care. Funds contributed to Jersey Shore University Medical Center supported the new Dr. Robert H. Harris Neuroscience Treatment Center and the purchase of advanced imaging equipment for neuroradiology, ZAP-X and Synaptive MRI (learn more about the new center on page 28). When Mrs. Harris learned of Shabbar Danish, M.D.'s vision for the center and the powerful impact ZAP-X - a non-invasive precision treatment that delivers high-dose radiation to brain tumors, facial pain and arteriovenous malformations or twisted blood vessels that can cause clots leading to stroke without destroying healthy brain cells - and Synaptive MRI could have on patients, she was inspired to give back to ensure its accessibility to patients. The Dr. Robert H. and Mary Ellen Harris ZAP-X Center for Noninvasive Neurosurgery at Jersey Shore is the sixth in the nation to have ZAP-X, the only one in the northeast and globally, the first to pair it with Synaptive MRI - shortening the time from diagnosis to treatment. Additionally, generous donations from the Golden Dome Foundation contributed to Bayshore Medical Center's capital needs, including ICU monitors, C Arm equipment and LED surgical lights. In recognition of the gift that funded these items, the hospital's new main lobby was named the Dr. Robert H. and Mary Ellen Harris Lobby. The Golden Dome Foundation and Mary Ellen Harris have been steadfast supporters of Hackensack Meridian Health and we are incredibly grateful for their continued partnership. Their historical giving, as well as these most recent and significant contributions, are transforming care for the community. Enhancing Access to Care: The Alfiero and Lucia Palestroni Foundation awarded The Center for Memory Loss and Brain Health at Hackensack University Medical Center a grant of $2.5 million to benefit people with Alzheimer's Disease and other neurodegenerative disorders and their caregivers. The Center for Memory Loss and Brain Health aims to improve the quality of life and reduce the burden of people with dementia and their care partners by providing comprehensive, patient-centered, coordinated care and treatment for memory disorders at all stages. The foundation's generous support will help ensure that all New Jersey residents with neurodegenerative disorders have access to wellness, caregiver support and research opportunities that will improve their overall health and well-being and allow them to age in place in the community. Second Annual Network Celebration Raises More than $5 Million: More than $5 million was raised in support of oncology services at John Theurer Cancer Center and throughout the Hackensack Meridian Health network at the se
CORE FORM, PART III; STMT OF PROGRAM SERVICES ACCOMPLISHMENTS (CONTINUED) The 2022 campaign included a new commercial featuring Eli and some of our TKC MVPs (most valiant patients) and warriors and a robust social media campaign that resonated with audiences of all ages. As part of the initiative, TKC MVP Maya - featured in the commercial - and her family created their own Do It Yourself fundraising campaign, raising more than $52,000 for the cause. Since Tackle Kids Cancer's inception in 2015, more than $25 million has been raised to support pediatric cancer care and research. Launch of Corporate Champions Program: In 2022, we launched the Corporate Champions program, which serves as an alliance between corporations and business leaders dedicated to investing in world-class health care in our communities through participation in events, sponsorship opportunities, grants or philanthropic investment in network priorities. In support of the program by members who participated at an annual level of $25,000 or more, we received more than $19 million in gifts, which enabled us to upgrade patient-facing facilities, endow scholarships and fellowships that educate future physicians, provide research funding to find cures for diseases and make communities healthier by offering health screenings to underserved communities, among so much more. A Gift to Help Nurses Advance: After a generous donation from our donor the Sheila Cancro Institute for Nursing Leadership and Practice Excellence was created to provide infrastructure, support and advocacy for nurses as they advance their careers, education and research at Hackensack Meridian Health. The Institute will provide a centralized structure that will offer new and enhanced pathways for Hackensack Meridian Health nurses to achieve professional and educational excellence. The gift will also support a New Career Initiative that will help build a pipeline of new nurses by offering financial relief to students through an Accelerated Bachelor of Science in Nursing Loan Forgiveness Program. Partnerships ============== Having strong partners ensures diverse expertise, resources, and collaboration to foster innovation, improve patient care, enhance operational efficiency, expand access, and drive health care transformation for the benefit of all. Celebrating Five Years of Collaboration: In 2022 we celebrated five years of collaboration with Memorial Sloan Kettering on bringing innovative cancer care to patients in New Jersey. Together, the goal is to accelerate new discoveries and ensure patients can access the highest-quality, individualized cancer care close to home. Patients have benefited from access to hundreds of clinical trials, innovative concepts and treatments, including precision medicine, immunotherapy and cell-based therapies. Throughout this partnership, we have accomplished: - Over 8,000 admissions and Emergency Department visits from Memorial Sloan Kettering patients at Hackensack University Medical Center and Riverview Medical Center since 2019. - The creation of Joint Guidelines for Care of 8 diseases, including breast, colon, endometrial, kidney, lung, melanoma, non-Hodgkin's lymphoma and prostate. - 117 joint research studies published in peer-reviewed journals since 2017 - Over 1,000 clinical trials - Securing vital funding for research through our Immunology Research Collaboration - Overseeing the collection and analysis of lung cancer outcomes in both early and late-stage cancer to evaluate the best treatment approach - The creation of multiple campaigns, including the joint PSA campaign that raised awareness of the need for cancer screenings, serving over 70 million impressions Expanding World-Class Cancer Care Cancer Care with St. Joseph's Health: Our clinical affiliation with St. Joseph's Health expanded with a new infusion center on the campus of St. Joseph's University Medical Center in Wayne in September 2022. The Infusion Center at St. Joseph's Health Wayne Medical Center campus was the first step in the oncology partnership - which provides better access to clinical trials and highly subspecialized expertise for patients across the St. Joseph's market. The community now has expanded access to care delivered by our world-renowned John Theurer Cancer Center experts. Partners in Improving Pediatric Mental Health: The New Jersey Pediatric Psychiatric Collaborative, a partnership between primary care doctors and mental health providers, can now offer more preventive resources to keep children out of emergency rooms across the state. In 2022, lawmakers added $12 million in funding for the effort. In existence for eight years, the collaborative is composed of more than 650 pediatricians in the state and participating pediatricians have screened over 212,000 patients for mental health and behavioral health issues. The additional funding will allow for an increase in services the collaborative provides so that more pediatricians, kids and families across New Jersey can be served. Focus on Digital Transformation: We have accelerated our digital transformation by partnering with Google, moving to Google Cloud and using technology like analytics and artificial intelligence, with the ultimate goal being to improve patient outcomes. Highlights from 2022: - We were one of twelve organizations to win the second annual Google Cloud Customer Awards in the Healthcare and Life Sciences division, which celebrates global organizations that adapt to the demands of today and tomorrow, turning inspiring ideas into exciting realities. - Health care providers now have the opportunity to run Epic on Google Cloud. In 2023, we plan to move our Epic workloads to Google Cloud - making us one of the first health care providers to do so. This move enables greater innovation, efficiency and security. - Google Cloud announced three Healthcare Data Engine (HDE) accelerators, developed in collaboration with CVS Health - Hackensack Meridian Health, Indiana University Health and Lifepoint Health - that help organizations use near real-time access to accurate health care information, analytics and AI to address health equity, patient flow, and value-based care. In the future, accelerators will develop for other high-impact, common use cases. Available in early 2023, the HDE accelerators offer tailored infrastructure deployment configurations, BigQuery data models, and Looker dashboard templates to support the adoption and time-to-value of HDE for these common industry challenges. HDE leverages Google Cloud's reliable infrastructure and secure data storage that support HIPAA compliance, and when implemented, each customer's layers of security, privacy controls, and processes protect the access and use of patient data. - We are beginning to use the new Google Cloud Medical Imaging Suite to de-identify petabytes of images with future plans to build AI algorithms to predict metastasis in patients with prostate cancer, a life-threatening outcome disproportionately affecting Black men in the U.S. Community: It is our responsibility to safeguard the earth, and help our people and communities thrive. We are deeply committed to improving quality of life and creating innovative ways to bridge health equity gaps to ensure that all patients achieve their best health. Our Holistic Approach to Environmental Stewardship: ENERGY, WATER & WASTE REDUCTION - Many of our hospitals are recognized as Topin the nation for Environmental Excellence*. SUSTAINABLE FOOD OPTIONS - Through our plant-forward menu, antibiotic free meats and local farm to table approach. SAFER CHEMICALS - Over 94% of our cleaning chemicals are certified green. RESPONSIBLE PURCHASING - By sourcing products or services that have a reduced effect on the environment & human health. PARTNERSHIPS - We collaborate with local and national experts in sustainability to increase our impact and reach. Energy Efficient Facilities: We have made great strides to reduce our environmental footprint by creating more energy-efficient facilities and partnering with New Jersey utilities through the PSE&G hospital efficiency program. Through this partnership, we have invested over $114 million in infrastructure upgrades, which has saved nearly 60 million kilowatt hours of electricity and over 1.5 million therms of natural gas annually. After much success with the PSE&G program - our utility for northern and most of our central facilities- we advocated for a similar program with New Jersey Natural Gas (NJNG). As a result of these efforts, Ocean University Medical Center received over $15 million to upgrade its HVAC systems, an LED lighting upgrade, cogeneration and two new emergency generators that can power the entire facility if needed.
CORE FORM, PART III; STMT OF PROGRAM SERVICES ACCOMPLISHMENTS (CONTINUED) - $114 million investment in infrastructure upgrades - Saved 60 million kilowatt hours of electricity - Saved 1.5 million therms of natural gas Network-Wide "Green OR" Efforts: In 2022, we continued efforts to reduce energy, supply costs and waste in operating rooms across the network, utilizing Greening the OR resources from Practice Greenhealth. As a result, we saved $1,253,904 by reprocessing medical equipment, diverted 26,000 pounds from landfill and saved $352,789 by lessening unnecessary supplies in operating room kits. In addition, Ocean University Medical Center, Jersey Shore University Medical Center, Hackensack University Medical Center and Southern Ocean Medical Center received the Greening the OR Recognition Award. Responsible Purchasing: - Electronics 100% of the electronics we purchased in 2022 were EPEAT certified, including $3,459,779.91 worth of laptops, monitors, mobile phones and imaging equipment - Flooring We installed over 460,000 square feet of flooring that meets Healthcare Without Harm's Healthy Flooring criteria - Food We continued to focus on increasing the amount of plant-forward dishes offered in our retail dining and patient menus and making sustainable purchases - 42% of the meat we purchased was antibiotic-free, and 19% of our food purchases were local. - Furnishings We purchased $7.5 million worth of furnishings, 97% of which were free of polyvinyl chloride, formaldehyde, flame retardants, antimicrobials and perfluorinated compounds - Green Cleaning 96.7% of our cleaning products were third-party eco-logo certified (green) PEER Gold Certification: The central utility plant (CUP) at Hackensack University Medical Center opened in 2020 and is the third hospital in the country to receive PEER Gold Certification which recognizes industry leaders in energy efficiency and resiliency. The state-of-the-art 43,500 square foot CUP powers the hospital campus and houses the boilers, steam equipment, chillers, cooling towers and emergency generators. Diversity Equity and Inclusion: Ranked #1 in the U.S.: _____________________________________________________ Our DEI Business Case Pillars: PATIENT CARE & OUTCOMES - Enhancing patient care and outcomes to create more equitable health care COMMUNITY - Supporting and strengthening partnerships with the diverse communities we serve WORKFORCE - Attracting, retaining, developing and promoting the advancement of diverse talent to drive innovation and growth SUPPLIER DIVERSITY - Engaging and supporting local and diverse businesses with a focus on historically underrepresented business owners Spotlight on DEI Initiatives: _____________________________ Our Antiracism Statement: In December of 2022 we developed the following Antiracism Statement, an integral part of the DEI work we do throughout the network: At Hackensack Meridian Health, we stand against racism of all forms. We acknowledge that systemic, structural racism is the root cause of many social determinants of health and that it has a detrimental impact on our patients, staff and the communities we serve. We are intentional in our efforts to address systemic structures that perpetuate racism and contribute to health care disparities. Leadership starts at the top and our comprehensive diversity equity and inclusion governance structure ensures leadership accountability that is inclusive of team member engagement at all levels. Additionally, our blueprint for antiracism provides a roadmap for action as we work to address challenges, disparities in health care, inclusion and equity for all. As we continue on this journey, our commitment is to Keep Getting Better. Annual Days of Understanding: _____________________________ In response to the tragic murder of George Floyd, we have focused on enhancing our progress in fostering cultural competency among team members. Efforts include piloting our Listening to Understand Campaign, encouraging our 36,000 team members to participate in difficult conversations about race, social justice, socio-economic and other issues with leaders and colleagues. This continues monthly (team members earn Well-Being incentive credit for participation) and now includes the CEO Action Annual Days of Understanding, a time for leaders to hold special huddles with teams focused on candid conversations around diversity, equity and inclusion. Supplier Diversity: ___________________ Throughout 2022, we made great collaborative efforts to support a more diverse supply chain. Some of the enhancements include implementing Supplier.IO software - which allows us to create, track and measure our logistics (certifications, spending, products/services, etc.), launching the Supplier Diversity Mentorship program for small vendors and graduating the Turner School of Construction New Jersey with 17 diverse vendors. In addition, we established and implemented the Inaugural Supplier Diversity Award. Network wide Unconscious Bias training: _______________________________________ In 2022, team members were assigned the HMH Unconscious Bias In The Workplace e-learning in MySuccess to increase our awareness of and help address implicit bias. This customized online training course introduced team members and leaders to the concept of unconscious bias while allowing them to explore the impact of such biases on our work and patient care environment. Addressing unconscious bias is a critical component of our overall Diversity Equity & Inclusion strategy to address health equity for our patients and to be a more inclusive workplace for all team members. Team Member Resource Groups: ____________________________ We are proud to offer voluntary groups that are organized around particular shared interests or dimensions of diversity. They offer open forums to share innovative ideas, help accomplish business goals, encourage professional development, provide networking opportunities, enhance engagement and strengthen the link within the community. In November 2022, we held the second annual Team Member Resource Town Hall with CEO Robert Garrett. Team Member Resource Groups are as follows: - Abilities - Aspiring Women Leaders - Black - Latinx/Hispanic - Multicultural - Pride and Allies - Veterans - Women in Leadership - Young Professionals National Recognition: ______________________ All 13 Hackensack Meridian Health's hospitals have been recognized as a "Leader"Top Performer" by the Human Rights Campaign (HRC) Foundation's Healthcare Equality Index (HEI) for their commitment to equitable and inclusive care of lesbian, gay, bisexual, transgender and queer (LGBTQ) patients, their families and team members. This national benchmarking tool evaluates health care facilities' LGBTQ-inclusive policies and best practices to provide culturally competent health care of the highest quality. Eleven hospitals earned "LGBTQ+ Healthcare Equality Leader" designation -with a perfect score of 100: - Bayshore Medical Center,Holmdel - Hackensack University Medical Center, Hackensack - Jersey Shore University Medical Center,Neptune City - JFK University Medical Center, Edison - Mountainside Medical Center, Montclair - Ocean University Medical Center, Brick - Old Bridge Medical Center, Old Bridge - Pascack Valley Medical Center, Westwood - Raritan Bay Medical Center, Perth Amboy - Riverview Medical Center, Red Bank - Southern Ocean Medical Center, Manahawkin Two hospitals earned the HEI "Top Performer" - scoring from 80 to 95 points. Each hospital below received a score of 95: - Carrier Clinic, Belle Mead - Palisades Medical Center, North Bergen
CORE FORM, PART III; STMT OF PROGRAM SERVICES ACCOMPLISHMENTS (CONTINUED) Awards and Recognition ====================== Magnet 2022 ____________________ HMH hospitals have been Magnet-designated for more than 25 years. In 2022, five hospitals once again achieved this prestigious designation from the American Nurses Credentialing Center. This includes Bayshore Medical Center - 2nd designation; Jersey Shore University Medical Center - 6th designation; Ocean University Medical Center - 6th designation; Riverview Medical Center - 6th designation; and, Southern Ocean Medical Center - 2nd designation. In addition to the five hospitals recognized in 2022, Raritan Bay Medical Center/Old Bridge Medical Center applied for its 5th designation in April 2023, JFK University Medical Center applied for its 1st designation in April 2023, and Hackensack University Medical Center applied for its 7th designation in February 2023. Hackensack was the first hospital in New Jersey to earn this designation six times and the second in the country.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2022


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