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MAINEHEALTH: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MAINEHEALTH (EIN 01-0238552)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-08-13
IRS object ID
202412269349300861
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2024-08-13T08:27:29-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010238552EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MaineHealthBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAINBusinessNameControlTxt
Phone2076622576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 Bramhall StreetAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAlbert G Swallow IIIPersonNm
Person TitleCFOPersonTitleTxt
Phone2076622576PhoneNum
Signature2024-08-05SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2022TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAndrew Mueller MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 Bramhall StreetAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,811,001,739GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mainehealth.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1951FormationYr
Legal Domicile StateMELegalDomicileStateCd
Activity Or MissionMaineHealth is a voluntary, not-for-profit community and referral system of hospitals, dedicated to providing high quality health care services to all persons who seek care regardless of their sex, race, religion, age, color, sexual orientation, national origin, physical or emotional disability or social or economic status. MaineHealth is also committed to education at the undergraduate, graduate, post-graduate and continuing education levels for physicians, nurses and allied health personnel, and in-service training for support staff all of which are essential to the delivery of quality patient care. Outreach education to other institutions and agencies is also vital to the fulfillment of MaineHealth's mission. MaineHealth also supports basic and clinical research as essential to the advancement of health care.ActivityOrMissionDesc
Voting Members Governing Body23VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee26427TotalEmployeeCnt
Total Volunteers525TotalVolunteersCnt
Total Gross UBI$1,884,654TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$169,389,665PYContributionsGrantsAmt
CY Contributions Grants$116,359,938CYContributionsGrantsAmt
PY Program Service Revenue$2,783,410,556PYProgramServiceRevenueAmt
CY Program Service Revenue$3,047,223,366CYProgramServiceRevenueAmt
PY Investment Income$45,514,961PYInvestmentIncomeAmt
CY Investment Income$20,210,721CYInvestmentIncomeAmt
PY Other Revenue$441,947,485PYOtherRevenueAmt
CY Other Revenue$506,677,359CYOtherRevenueAmt
PY Total Revenue$3,440,262,667PYTotalRevenueAmt
CY Total Revenue$3,690,471,384CYTotalRevenueAmt
PY Grants And Similar Paid$5,578,611PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,416,950CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,749,208,178PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,876,032,322CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,669,330CYTotalFundraisingExpenseAmt
PY Other Expenses$1,576,013,852PYOtherExpensesAmt
CY Other Expenses$1,632,123,438CYOtherExpensesAmt
PY Total Expenses$3,330,800,641PYTotalExpensesAmt
CY Total Expenses$3,513,572,710CYTotalExpensesAmt
PY Revenues Less Expenses$109,462,026PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$176,898,674CYRevenuesLessExpensesAmt
Total Assets BOY$3,765,508,907TotalAssetsBOYAmt
Total Assets EOY$3,803,040,949TotalAssetsEOYAmt
Total Liabilities BOY$1,726,178,453TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,638,557,025TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,039,330,454NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,164,483,924NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee Part 1, Line 1 for the organization's mission.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,760,678,423ExpenseAmt
Grant$2,763,960GrantAmt
Revenue$3,047,223,366RevenueAmt
DescPatient CareMaineHealth Services (MaineHealth's parent) is the largest healthcare system in Maine, providing a full range of integrated healthcare services to patients in Maine and New Hampshire. MaineHealth provides healthcare services in a wide range of community-based settings and includes nine hospitals with 1,330 licensed beds, approximately 300 ambulatory sites, 8 emergency room facilities, approximately 1,300 employed physicians, and other ancillary services. (Continued on Schedule O)(Continued from page 2 of 990, Line 4a) MaineHealth operates the following hospitals: Maine Medical Center, Southern Maine Health Care, Penobscot Bay Medical Center, Waldo County General Hospital, LincolnHealth, Franklin Memorial Hospital, Spring Harbor Hospital, Stephens Memorial Hospital, and Mid Coast Hospital. These health system resources offer expertise in multiple disciplines including emergency medicine, surgery, radiology, oncology, behavioral health, and level one trauma. Summary operating metrics for MaineHealth from fiscal year 2023 are included in the table below:Category CountHospital I/P Discharges 53,516 Hospital I/P Days 337,503 Swing Bed Days 5,445 Total Surgeries 62,380 ED Visits 235,991 The following is a summary of MaineHealth Services by hospital division:Maine Medical Center Maine Medical Center is Maine's largest referral hospital, offering various services not available elsewhere in Maine. It serves as a community hospital for Greater Portland with a present-day complex of more than one million square feet. Maine Medical Center provides a wide range of medical and surgical care, intensive and coronary care, as well as obstetrical and pediatric services. In addition, Maine Medical Center has a number of specialty services, including: The Barbara Bush Children's Hospital at Maine Medical Center (BBCH); the Cancer Institute; the Cardiovascular Institute; Emergency Medicine; the Family Birth Center; the Joint Replacement Center; the MaineHealth Institute for Research (MHIR); and the Neuroscience Institute. Maine Medical Center (including BBCH) has 700 licensed beds. Maine Medical Center is a teaching hospital affiliated with Tufts University School of Medicine. BBCH, which operates as a department of Maine Medical Center, is Maine's only full-service children's hospital facility, offering family-centered services including specialized medical and surgical treatment of complex illnesses and injuries. BBCH uses state-of-the-art technology to provide advanced specialty services and personalized care to children that is responsive to their unique needs. Southern Maine Health Care Southern Maine Health Care, the fifth largest healthcare entity in Maine with 229 licensed beds, offers a comprehensive array of medical care and services, including: emergency departments in Biddeford and Sanford, Maine; a multi-specialty physician services group providing comprehensive primary and specialty services; non-emergency walk-in care; centers for breast care, sleep disorders as well as wound and ostomy care; behavioral health and a wide range of diagnostic and rehabilitation services. Southern Maine Health Care has approximately 27 physician practices located in Biddeford, Kennebunk, Saco and Sanford. Penobscot Bay Medical Center Penobscot Bay Medical Center, with 99 licensed beds, provides the people of Mid Coast Maine with a continuum of both routine and specialty patient-centered medical services. Hospital services include an emergency department, obstetrics and infant care, cardiac care, cancer care, behavioral health, and a wide array of medical and specialty services.Waldo County General Hospital Waldo County General Hospital serves the healthcare needs of residents in Waldo County, Maine. A community hospital with 25 licensed beds, Waldo County General Hospital is designated as a Critical Access Hospital by the Federal and Maine State governments. Hospital services include an emergency department, cardiac care, cancer care, and a wide array of medical and specialty services. The hospital also operates five rural health centers, public health nursing and various educational programs. LincolnHealth LincolnHealth is designated as a Critical Access Hospital by the Federal and Maine State governments. LincolnHealth has two campuses with an aggregate of 25 licensed beds. The LincolnHealth - Miles Campus, serving Damariscotta and the surrounding communities, offers hospital services including: acute hospital care, intensive care, general and orthopedic surgical services, obstetrics and a broad spectrum of outpatient services, including Rural Health Clinics. The LincolnHealth - St. Andrews Campus, serving Boothbay Harbor and the surrounding communities, offers a fully-staffed urgent care center and a broad range of outpatient services. Franklin Memorial HospitalFranklin Memorial Hospital, with 25 licensed beds, serves the rural community of Greater Franklin County, boasting a population of 40,000. Franklin Memorial Hospital is able to offer care in more than 25 specialty areas, including emergency care, primary care, obstetrics & gynecology, cardiology and many others.Maine Behavioral Healthcare (Spring Harbor Hospital)Maine Behavioral Healthcare (Spring Harbor Hospital) provides both inpatient and outpatient mental health services. Maine Behavioral Healthcare's hospital facility, which continues to operate under the name Spring Harbor Hospital, is located in Westbrook, Maine. It is Southern Maine's only nonprofit, private psychiatric hospital and a comprehensive provider of inpatient services for individuals who experience acute mental illness or dual disorder issues. Spring Harbor Hospital consists of a licensed 100-bed facility set on 50 private acres and offers children, adolescents, and adults a comfortable and pleasant environment for psychiatric treatment. Spring Harbor Hospital provides 24-hour information and referral, voluntary and involuntary hospitalization and comprehensive discharge planning. The Maine Behavioral Healthcare network is clinically integrated with other MaineHealth mental health providers, hospitals and primary care sites to ensure easy and timely access to treatment and safe and effective transitions between services. Through a unique collaboration with Maine Medical Center, Maine Behavioral Healthcare is able to offer the most complete array of psychiatric treatment, physician training, and medical-research programs north of Boston. Stephens Memorial HospitalStephens Memorial Hospital, designated as a Critical Access Hospital by the Federal and Maine State governments, has 25 licensed beds in service. Services include: ambulance service; cancer care; diabetes care; emergency services; family birthplace; general surgery; hospitalist program; imaging services; joint replacement; laboratory; obstetrics and gynecology; orthopedics; pediatrics; physical rehabilitation; primary care; and various support groups.Mid Coast HospitalMid Coast Hospital is located in Brunswick, Maine and offers a full continuum of high-quality healthcare services to the Mid Coast Maine region. Mid Coast Hospital operates a 93-bed community hospital with inpatient services for medical and surgical acute care, intensive care, women and infant services and psychiatric services. Mid Coast provides a broad spectrum of outpatient services to the community and has a Level 2 trauma facility and a 24-hour Emergency Department.MaineHealth focused on several patient care areas throughout FY23:- Improvements to Inter-facility Transports NorthStar, a MaineHealth ambulance service that traditionally serviced Franklin County 9-1-1 and inter-facility transport needs, has worked to make transports timelier for patients facing life-threatening emergencies.NorthStar collaborated with the nurse director for Pen Bay Medical Center and Waldo County General Hospital, as well as the nursing teams in each Emergency Department, to develop an inter-facility program based in part on work NorthStar had already begun at Maine Medical Center. NorthStar quickly acquired ambulances for the Pen Bay and Waldo fleet in late 2022 and then set out to hire 29 full-time and per diem paramedics and emergency medical technicians.The new team completed its first inter-facility transport in February 2023. Since then, it has completed more than 500 transports, and the percentage of patients waiting more than three hours for a transfer out of the ED has reduced by 25%.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$113,881,346ExpenseAmt
Revenue$17,088,869RevenueAmt
DescTeaching (Medical and Interprofessional Education Program)Educating and training healthcare professionals is vital to MaineHealth's mission. This is a critical component to the delivery of quality health care and developing the health care workforce. To that end we have established a number of robust training and education programs. MaineHealth's flagship hospital, Maine Medical Center (MMC), has a long history of educating medical students, residents, interprofessional providers and faculty. (Continued on Schedule O)(Continued from page 2 of 990, Line 4b) The Department of Medical Education, with a staff of 80, manages multiple educational programs and resources. Education programs span undergraduate medical education, graduate medical education, and interprofessional provider education. In undergraduate medical education, the Tufts University School of Medicine (TUSM) - Maine Medical Center Program, known as the "Maine Track," was established in 2008 and offers a unique and innovative curriculum, exposing students to rural practices and training in a major tertiary medical center. There are 40 matriculants in each TUSM class dedicated to the Maine Track. Much of the curriculum is based in Maine, particularly in the 2nd through 4th years of medical school. MMC developed a unique 9-month Longitudinal Integrated Clerkship offered at MMC and in 10 community hospital sites. 81 graduates of the Maine Track who have completed their residency programs are working in Maine as of 2023. Additionally, clerkship students from the University of New England College of Osteopathic Medicine rotate through MMC and MaineHealth sites annually. In graduate medical education, MMC has 15 residency programs, 3 rural residency tracks and 15 fellowships, all approved by the Accreditation Council for Graduate Medical Education. Currently there are approximately 320 physician residents and fellows. Historically, about one-third of MMC's residency graduates have stayed in Maine to practice. Our graduates also go on to outstanding fellowship programs. In addition to physician postgraduate education, MMC and Tufts University School of Dental Medicine sponsor an Advanced Education in General Dentistry residency program. In addition, MMC established a critical care advanced practice provider residency program in 2021.The Hannaford Center for Safety, Innovation and Simulation is a state-of-the-art 15,000 square-foot training center that utilizes the latest in human medical simulator technology to take medical education to the highest level possible. The center provides learners and faculty with extremely realistic scenarios, allowing them to gain significant skills while greatly reducing patient risk and supports learners and clinicians across MaineHealth. MaineHealth/MMC is the flagship provider for Continuing Interprofessional Development (CIPD) in Maine, and is jointly accredited through the major national accrediting bodies including medicine, nursing, pharmacy, and others. The goal of the CIPD program is to provide continuing education of the highest quality for all professions within the state. Launched in 2015, the MaineHealth Institute for Teaching Excellence (MITE) provides faculty development opportunities (e.g., Scholars program) for educators. In addition to offering certificate programs, support for medical education research and a wide variety of high-quality educational opportunities, the Institute hosts a varied menu of high-quality faculty development. By promoting academic medicine excellence at all levels of interprofessional education, the Institute and the MITE Academy (component of MITE) seek to support, nurture and promote all clinician educators in the State of Maine. Significant FY 2023 accomplishments include: Undergraduate Medical Education:-Thirteen of the TUSM-Maine Track medical students who graduated in 2023 remained in Maine to complete their residency of whom 12 will remain at MMC.-Completed an initial grant and received a second grant from the Association of American Medical Colleges and Centers for Disease Control and Prevention to develop the project, "Interprofessional Education and Collaborative Learning: A Novel Training Tool for Addressing COVID-19 Health Misinformation" in which training videos are developed to support clinicians in learning how to discuss misinformation with patients and colleagues.Graduate Medical Education:-Four new academic tracks were developed and will be launched in Spring 2024. The four tracks are: Clinician-Educator and Leadership Track (CELT) for Residents, CELT for Fellows, Research Track for Residents, and Clinical Informatics Track Residents and Fellows.-MMC Graduate Medical Education (GME) was the founding grant member of the new state-wide Maine Rural GME Education (MERGE) Collaborative, funded by the State of Maine, to increase the number of rural GME electives across the State and create a de novo learning platform, the "Interprofessional Healthcare Learning Platform" (iHELP-Maine), focused on rural and underserved learning resources for all interprofessional healthcare students and faculty across the state. Eleven (11) of the 23 new rural training sites are at MaineHealth hospitals.Advanced Practice Provider Residency Program:The Advanced Practice Provider Critical Care Residency program (APP) was initiated in October 2021 with two APP residents. In 2023 the class expanded to four and it became the first accredited APP residency in Maine and the 10th in the nation to be accredited with the Advanced Practice Provider Fellowship Association (APPFA) through the American Nurses Credentialing Center.Simulation:-The simulation team collaborated with MaineHealth Nursing Academic Affairs and Workforce Development to develop a simulation instructor course for nursing workforce development in which the simulation center hosted nurse educators from MaineHealth and Southern Maine Community College. This one-day simulation instructor course is designed to support strategic partnerships with undergraduate nurse training programs.-The simulation center successfully disseminated the neonatal resuscitation program simulation training across all MaineHealth hospitals, including affiliate member Maine General Hospital, including system-wide analysis of safety findings. -The simulation center conducted more than 603 events for more than 5,100 learners in FY 23. Interprofessional Education:-359 Joint Accredited Interprofessional Education activities were conducted in CloudCME in FY23. -Joint Accreditation (JA) supports "planning by the team, for the team". The percent of interprofessional educational activities has increased from a little over 25% when we were granted JA status in 2020 to 73% in 2023. -The MaineHealth Institute for Teaching Excellence (MITE) supports an interprofessional Academy of Educators who have dedicated a part of their professional career to health professions education. The number of Academy members has steadily grown since its inception in 2016, with now over 90 members.Health Professions Education:-MaineHealth received a Health Equity Grant from the Centers for Disease Control and Prevention and the Maine Department of Health and Human Services for the Building-ME Network project. Its purpose is to increase healthcare workforce in training opportunities in rural and underserved areas for all healthcare disciplines by creating a statewide system to streamline clinical placements for trainees and preceptors in rural communities.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$39,739,122ExpenseAmt
Grant$2,652,990GrantAmt
Revenue$27,425,923RevenueAmt
DescResearchResearch is a core component of the MaineHealth mission and essential to the delivery of quality health care in the future. MaineHealth Institute for Research (MHIR) is the research arm of MaineHealth. MHIR supports and encourages a broad spectrum of research, ranging from basic laboratory-based research to translational and clinical research, to health services, population, and community-engaged research. The institute has four scientific centers: the Center for Applied Science & Technology, the Center for Clinical & Translational Science, (Continued on Schedule O)(Continued from page 2 of 990, Line 4c) the Center for Interdisciplinary Population & Health Research, and the Center for Molecular Medicine. In 2023, MHIR had $25.6M in grant funding and received 29 new grants, allowing the institute's clinical and biomedical researchers to contribute to nationally and internationally-recognized scientific research. In addition, over 250 clinical trial studies took place with the top areas of focus in Oncology, Neurology, and Cardiology. Notably in 2023, the National Institutes of Health (NIH) awarded a five-year, $12.9 million research grant renewing the institute's Center of Biomedical Research Excellence (COBRE) in Metabolic Networks. The funding will advance research infrastructure for the study of metabolic diseases, including obesity, diabetes, osteoporosis and lipid and energy imbalances. In 2023, MHIR investigators and physician scientists continued to address COVID with a number of important research efforts including a NIH funded national effort to examine whether the virus that causes COVID remains hidden in the fat tissue of patients with Long COVID, stressing their immune systems to the point of potential failure. The study is part of the nationwide RECOVER (Researching COVID to Enhance Recovery) initiative that seeks to understand, prevent and find treatments for Long COVID; investigators from MHIR are among those at more than 70 institutions across the country participating in RECOVER. Other 2023 highlights included: 159 scientific articles published and over 1,499 biospecimens were distributed by the institute's BioBank Tissue Repository.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,914,298,891TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
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Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1684IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee26427EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
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Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
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Local Chapters0LocalChaptersInd
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Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
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Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lugene InzanaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2076622576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 Bramhall StreetAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Linda Terry
Trustee1.000.00Yes (X)$0$0$0
Quincy Hentzel
Trustee1.000.00Yes (X)$0$0$0
Matthew C Chin
Trustee1.000.00Yes (X)$0$0$0
Peter Wood
Trustee1.000.00Yes (X)$0$0$0
Amanda Rand
Trustee1.000.00Yes (X)$0$0$0
Stuart H Watson
Trustee1.000.00Yes (X)$0$0$0
Thomas J Ryan Jr MD FACC
Physician24.000.00Yes (X)$288,804$0$90,034
Brian H Noyes
Trustee1.000.00Yes (X)$0$0$0
Brett Loffredo MD
Physician50.000.00Yes (X)$388,300$0$78,622
Clint Boothby Esq
Trustee1.000.00Yes (X)$0$0$0
Daniel Loiselle MD
Trustee1.000.00Yes (X)$0$0$0
David Kumaki MD FACP
Physician50.000.00Yes (X)$295,115$0$54,757
Gregory Dufour
Former Chairman1.000.00Yes (X)$0$0$0Yes (X)
George Isaacson Esq
Former Chairman1.000.00Yes (X)$0$0$0Yes (X)
Jere G Michelson
Trustee1.000.00Yes (X)$0$0$0
Sandy Morrell Rooney
Trustee1.000.00Yes (X)$0$0$0
Kate Herlihy MD MHP
Physician50.000.00Yes (X)$303,895$0$58,315
Lisa Beaule MD
VP Physc & App Svcs - So. Region50.000.00Yes (X)$570,490$0$95,127
Melissa Smith
Trustee1.000.00Yes (X)$0$0$0
Morris Fisher
Chairman1.000.00Yes (X)$0$0$0Yes (X)
Marie J McCarthy
Trustee1.000.00Yes (X)$0$0$0
Nancy Hasenfus MD
Trustee1.000.00Yes (X)$0$0$0
Peter Manning MD
Physician50.000.00Yes (X)$382,199$0$48,347
Susannah Swihart
Trustee1.000.00Yes (X)$0$0$0
George Ted Hissong
Trustee1.000.00Yes (X)$0$0$0
Katherine B Coster
Trustee1.000.00Yes (X)$0$0$0
Ann Hooper
Trustee1.000.00Yes (X)$0$0$0
Andrew Mueller MD
Chief Executive Officer50.000.00$1,792,868$0$52,043Yes (X)
Albert G Swallow III
CFO, Board Treasurer50.000.00$1,180,593$0$119,520Yes (X)
Beth Kelsch
General Counsel, Board Secretary50.000.00$639,734$0$93,604Yes (X)
Michelle Bush
Corp. Counsel, Board Asst Secretary50.000.00$191,366$0$43,148Yes (X)
Matthew R Sanborn MD
Physician50.000.00$1,479,675$0$59,229Yes (X)
Robert Ecker MD
Physician50.000.00$1,464,755$0$88,727Yes (X)
Konrad Barth MD
Physician50.000.00$1,299,555$0$114,970Yes (X)
Dougald MacGillivray MD
Physician50.000.00$1,304,345$0$103,547Yes (X)
Joseph T Alexander MD
Physician50.000.00$1,315,629$0$108,094Yes (X)
Richard W Petersen
Former President50.000.00$742,958$0$7,181Yes (X)
Robert Frank
Former General Counsel20.000.00$234,168$0$66,500Yes (X)
Jeffrey Sanders
Former MMC President50.000.00$1,256,019$0$101,231Yes (X)
Lugene Inzana
Former Officer/MH Associate CFO50.000.00$862,453$0$54,714Yes (X)
Joel Botler MD
Former Officer/Reg. CMO-So. Region50.000.00$766,977$0$114,880Yes (X)
Marjorie Wiggins
Former Officer/Chief Nursing Officer50.000.00$246,950$0$40,567Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$17,006,848TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,593,157TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3307IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Cross Country Staffing
PO Box 404674AtlantaGA303844674Staffing Services$259,259,001
Turner Construction Company
2 Seaport Lane Suite 200BostonMA02210Construction$78,114,586
Spectrum Medical Group
324 Gannett Drive 200South PortlandME04106Medical Service$12,845,422
Chest Medicine Associates
100 Foden Rd W Bldg Ste 103South PortlandME04106Medical Service$5,442,132
LocumTenenscom
PO Box 405547AtlantaGA303845547Staffing Services$3,268,388
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K176CntrctRcvdGreaterThan100KCnt
Federated Campaigns$923,464FederatedCampaignsAmt
Fundraising$1,332,142FundraisingAmt
Government Grants$79,456,710GovernmentGrantsAmt
All Other Contributions$34,647,622AllOtherContributionsAmt
Noncash Contributions$5,685,531NoncashContributionsAmt
Total Contributions$116,359,938TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNet Patient ServicesDesc
Business622110BusinessCd
Total Revenue Column$3,047,223,366TotalRevenueColumnAmt
Related Or Exempt Func Income$3,047,223,366RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,047,223,366TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,848,054TotalRevenueColumnAmt
Exclusion$30,848,054ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,446,016RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$1,226,495RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$8,219,521RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,219,521TotalRevenueColumnAmt
Unrelated Business Revenue-$5,593UnrelatedBusinessRevenueAmt
Exclusion$8,225,114ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,100,685,729SecuritiesAmt
Other$7,819,205OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,115,604,807SecuritiesAmt
Other$3,537,460OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$14,919,078SecuritiesAmt
Other$4,281,745OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,637,333TotalRevenueColumnAmt
Exclusion-$10,637,333ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$98,539FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,332,142ContriRptFundraisingEventAmt
Fundraising Direct Expenses$161,593FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$63,054TotalRevenueColumnAmt
Exclusion-$63,054ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Other Revenue900099$398,018,167$397,545,711$472,456
HR & IS Shared Service900099$99,084,934$99,084,934
Dietary Services561000$1,139,235$1,139,235

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$278,556TotalRevenueColumnAmt
Unrelated Business Revenue$278,556UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$498,520,892OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,690,471,384TotalRevenueColumnAmt
Related Or Exempt Func Income$3,543,854,011RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,884,654UnrelatedBusinessRevenueAmt
Exclusion$28,372,781ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,063,803TotalAmt
Program Services$3,063,803ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,353,147TotalAmt
Program Services$2,353,147ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,680,327TotalAmt
Program Services$2,465,783ProgramServicesAmt
Management And General$4,214,544ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,782,654TotalAmt
Program Services$1,001,518ProgramServicesAmt
Management And General$2,781,136ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,471,340,234TotalAmt
Program Services$1,123,109,099ProgramServicesAmt
Management And General$344,623,649ManagementAndGeneralAmt
Fundraising$3,607,486FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$81,788,619TotalAmt
Program Services$62,566,057ProgramServicesAmt
Management And General$19,198,262ManagementAndGeneralAmt
Fundraising$24,300FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$208,837,634TotalAmt
Program Services$159,703,370ProgramServicesAmt
Management And General$49,004,641ManagementAndGeneralAmt
Fundraising$129,623FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$103,602,854TotalAmt
Program Services$79,261,327ProgramServicesAmt
Management And General$24,321,170ManagementAndGeneralAmt
Fundraising$20,357FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,011,674TotalAmt
Management And General$1,011,599ManagementAndGeneralAmt
Fundraising$75FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$427,884TotalAmt
Management And General$427,884ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt
Management And General$40,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,069,265TotalAmt
Management And General$1,069,265ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$319,156,436TotalAmt
Program Services$303,522,067ProgramServicesAmt
Management And General$15,569,459ManagementAndGeneralAmt
Fundraising$64,910FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,302,270TotalAmt
Program Services$2,526,897ProgramServicesAmt
Management And General$775,373ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,831,724TotalAmt
Program Services$5,077,992ProgramServicesAmt
Management And General$1,558,171ManagementAndGeneralAmt
Fundraising$195,561FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$57,924,577TotalAmt
Program Services$44,323,886ProgramServicesAmt
Management And General$13,600,691ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$85,572,158TotalAmt
Program Services$65,462,010ProgramServicesAmt
Management And General$20,086,879ManagementAndGeneralAmt
Fundraising$23,269FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,438,820TotalAmt
Program Services$3,353,921ProgramServicesAmt
Management And General$1,029,143ManagementAndGeneralAmt
Fundraising$55,756FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,838,247TotalAmt
Program Services$3,691,427ProgramServicesAmt
Management And General$1,132,706ManagementAndGeneralAmt
Fundraising$14,114FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,550,677TotalAmt
Program Services$10,368,978ProgramServicesAmt
Management And General$3,181,699ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$151,880,830TotalAmt
Program Services$116,218,849ProgramServicesAmt
Management And General$35,661,508ManagementAndGeneralAmt
Fundraising$473FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,929,784TotalAmt
Program Services$12,189,471ProgramServicesAmt
Management And General$3,740,313ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Medical supplies$625,162,518$625,162,518
Other$167,513,593$127,331,391$39,745,604$436,598
Outside med. services$70,127,073$70,127,073
Hospital tax$52,862,419$52,862,419

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$50,483,489TotalAmt
Program Services$38,555,888ProgramServicesAmt
Management And General$11,830,793ManagementAndGeneralAmt
Fundraising$96,808FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,513,572,710TotalAmt
Program Services$2,914,298,891ProgramServicesAmt
Management And General$594,604,489ManagementAndGeneralAmt
Fundraising$4,669,330FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,423,901BOYAmt
EOY$4,534,182EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$291,371,600BOYAmt
EOY$237,244,397EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,035,926BOYAmt
EOY$25,660,769EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$316,832,134BOYAmt
EOY$428,204,652EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,090,220BOYAmt
EOY$2,708,569EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$47,236,634BOYAmt
EOY$50,926,517EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,807,079BOYAmt
EOY$16,363,607EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,250,670,196LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,852,150,263LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,301,131,562BOYAmt
EOY$1,398,519,933EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$883,153,363BOYAmt
EOY$816,932,058EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$281,665,840BOYAmt
EOY$278,368,934EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$590,760,648BOYAmt
EOY$543,577,331EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,765,508,907BOYAmt
EOY$3,803,040,949EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$390,464,563BOYAmt
EOY$322,575,617EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$29,705,069BOYAmt
EOY$29,460,828EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$521,511,263BOYAmt
EOY$500,338,883EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$201,688BOYAmt
EOY$117,356EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$136,433,184BOYAmt
EOY$203,589,773EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$647,862,686BOYAmt
EOY$582,474,568EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,726,178,453BOYAmt
EOY$1,638,557,025EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,787,317,775BOYAmt
EOY$1,890,892,161EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$252,012,679BOYAmt
EOY$273,591,763EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,039,330,454BOYAmt
EOY$2,164,483,924EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,765,508,907BOYAmt
EOY$3,803,040,949EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$176,898,674ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$74,042,636NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$125,787,840OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$79,452DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$208,772OtherActivitiesAmt
Total Lobbying Expenditures$288,224TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationPart II-B, Line 1g Lobbied state legislators and executive branch officials on matters of concern to MaineHealth, our local health systems, and our patients. Part II-B, Line 1i MaineHealth pays dues to certain membership organizations, a portion of which is attributable to lobbying expenses.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements1TotalEasementsCnt
Total Acreage54.00TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy Monitoring0WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement5.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$0ExpensesIncurredEnforcementAmt
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$117,214,958BeginningYearBalanceAmt
Contributions$735,149ContributionsAmt
Investment Earnings Or Losses$12,942,336InvestmentEarningsOrLossesAmt
Other Expenditures$6,017,327OtherExpendituresAmt
End Year Balance$124,875,116EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$153,891,909BeginningYearBalanceAmt
Contributions$2,011,877ContributionsAmt
Investment Earnings Or Losses-$31,792,174InvestmentEarningsOrLossesAmt
Other Expenditures$6,896,654OtherExpendituresAmt
End Year Balance$117,214,958EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$114,625,919BeginningYearBalanceAmt
Contributions$19,198,738ContributionsAmt
Investment Earnings Or Losses$26,709,062InvestmentEarningsOrLossesAmt
Other Expenditures$6,641,810OtherExpendituresAmt
End Year Balance$153,891,909EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,879,495BeginningYearBalanceAmt
Contributions$465,125ContributionsAmt
Investment Earnings Or Losses$13,521,978InvestmentEarningsOrLossesAmt
Other Expenditures$7,240,679OtherExpendituresAmt
End Year Balance$114,625,919EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$102,712,122BeginningYearBalanceAmt
Contributions$12,325,688ContributionsAmt
Investment Earnings Or Losses-$1,591,717InvestmentEarningsOrLossesAmt
Other Expenditures$5,566,598OtherExpendituresAmt
End Year Balance$107,879,495EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.46800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.53200TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$64,994,492InvestmentCostOrOtherBasisAmt
Book Value$64,994,492BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,510,025,594InvestmentCostOrOtherBasisAmt
Depreciation$823,033,759DepreciationAmt
Book Value$686,991,835BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$55,777,498InvestmentCostOrOtherBasisAmt
Depreciation$27,590,837DepreciationAmt
Book Value$28,186,661BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,259,437,425InvestmentCostOrOtherBasisAmt
Depreciation$1,001,525,667DepreciationAmt
Book Value$257,911,758BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$360,435,187InvestmentCostOrOtherBasisAmt
Book Value$360,435,187BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,398,519,933TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Hedge Funds$120,767,820F
Limited Partnerships$83,150,472F
Real Estate$1,282,330F
Beneficial and Charitable Remainder Trusts$46,295,294F
Common/Collective Trusts$26,873,018F
FieldValueIRS element (for citing)
Total Book Value Securities$278,368,934TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (5 entries)

DescDescBook ValueBookValueAmt
Other assets$63,062,011
Investments held for members$249,070,053
Due from affiliates$79,867,511
Escrow of debt service$3,007,838
Right of use assets$148,569,918
FieldValueIRS element (for citing)
Total Book Value Other Assets$543,577,331TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
Accrued retirement benefits$75,356,690
Investments held for members$249,070,053
A/P under reimbursement regs$61,872,997
Due to affiliates$15,945,477
Asset retirement obligation$17,026,211
Swap agreements$1,088,153
Leases payable$160,360,181
Other liabilities$1,754,806
FieldValueIRS element (for citing)
Total Liability$582,474,568TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II, Line 9:In 2002, Spring Harbor Hospital acquired a 54-acre parcel of land designated as a conservation easement, which was conveyed as part of a land purchase upon which the hospital was built.
Part IV, Line 2b:The organization maintains cash accounts for clients who are incapable of managing their Social Security or SSI payments. The payments are deposited into the account and a Social Security Representative Payee manages the account for them.
Part V, Line 4:The endowed funds support the following types of activities: Tufts scholarship program, training and education of nurses, MMC research and education programs, supporting the salary of endowed Chair of Pediatrics and, free bed funding and other various programs offered by the organization.
Part X, Line 2:The Internal Revenue Service has previously determined that the System and its subsidiaries (except Maine Medical Partners (MMP) (a subsidiary of MaineHealth) are organizations as described in Section 501(c)(3) of the Internal Revenue Code (IRC) and are exempt from federal income taxes on related income pursuant to Section 501(a) of the IRC. MMP had significant net operating loss carryovers as of September 30, 2023 and 2022. A valuation allowance has been provided for the entire deferred tax benefit for the net operating losses, due to uncertainty of realization. MMP did not have material taxable income in 2023 and 2022. Accordingly, a provision for income taxes has not been made in the accompanying consolidated financial statements. The System recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Recognized income tax positions are measured at the largest amount of benefit that is greater than fifty percent likely to be realized upon settlement. Changes in measurement are reflected in the period in which the change in judgment occurs. The System did not recognize the effect of any income tax positions in either 2023 or 2022.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,00Investments$122,323,981
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium00Investments$7,024,324
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$129,348,305SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$129,348,305TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III Accounting Method:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1RadiothonEvent1Nm
Gross Receipts Event1$459,633GrossReceiptsEvent1Amt
Charitable Contri Event1$459,633CharitableContriEvent1Amt
Non Cash Prizes Event1$861NonCashPrizesEvent1Amt
Food And Beverage Event1$2,026FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$1,848OtherDirectExpensesEvent1Amt
Event2BBCH Golf OpenEvent2Nm
Gross Receipts Event2$364,000GrossReceiptsEvent2Amt
Charitable Contri Event2$297,101CharitableContriEvent2Amt
Gross Revenue Event2$66,899GrossRevenueEvent2Amt
Non Cash Prizes Event2$2,400NonCashPrizesEvent2Amt
Rent Facility Costs Event2$19,601RentFacilityCostsEvent2Amt
Food And Beverage Event2$414FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$18,943OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$607,048GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$575,408CharitableContriOtherEventsAmt
Gross Revenue Other Events$31,640GrossRevenueOtherEventsAmt
Cash Prizes Other Events$2,840CashPrizesOtherEventsAmt
Non Cash Prizes Other Events$80NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$50,736RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$20,769FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$41,075OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,430,681GrossReceiptsTotalAmt
Charitable Contributions Tot$1,332,142CharitableContributionsTotAmt
Gross Revenue Total Events$98,539GrossRevenueTotalEventsAmt
Cash Prizes Total Events$2,840CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$3,341NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$70,337RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$23,209FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$61,866OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$161,593DirectExpenseSummaryEventsAmt
Net Income Summary-$63,054NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted Care0FPGReferenceDiscountedCareInd
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$37,908,357TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$37,908,357NetCommunityBenefitExpnsAmt
Total Expense0.01080TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$480,380,311TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$397,933,576DirectOffsettingRevenueAmt
Net Community Benefit Expns$82,446,735NetCommunityBenefitExpnsAmt
Total Expense0.02350TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$518,288,668TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$397,933,576DirectOffsettingRevenueAmt
Net Community Benefit Expns$120,355,092NetCommunityBenefitExpnsAmt
Total Expense0.03430TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$32,883,511TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$14,870,404DirectOffsettingRevenueAmt
Net Community Benefit Expns$18,013,107NetCommunityBenefitExpnsAmt
Total Expense0.00510TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$113,881,346TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$17,088,869DirectOffsettingRevenueAmt
Net Community Benefit Expns$96,792,477NetCommunityBenefitExpnsAmt
Total Expense0.02750TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$467,573,584TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$345,281,854DirectOffsettingRevenueAmt
Net Community Benefit Expns$122,291,730NetCommunityBenefitExpnsAmt
Total Expense0.03480TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$39,739,122TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$27,425,923DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,313,199NetCommunityBenefitExpnsAmt
Total Expense0.00350TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,634,774TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$15,667DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,619,107NetCommunityBenefitExpnsAmt
Total Expense0.00050TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$655,712,337TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$404,682,717DirectOffsettingRevenueAmt
Net Community Benefit Expns$251,029,620NetCommunityBenefitExpnsAmt
Total Expense0.07140TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,174,001,005TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$802,616,293DirectOffsettingRevenueAmt
Net Community Benefit Expns$371,384,712NetCommunityBenefitExpnsAmt
Total Expense0.10570TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$102,222TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$102,222NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,653TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,653NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$25,807TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$25,807NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,090,704TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,090,704NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,222,386TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,222,386NetCommunityBenefitExpnsAmt
Total Expense0.00090TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense Reported0BadDebtExpenseReportedInd
Bad Debt Expense$65,966,718BadDebtExpenseAmt
Reimbursed By Medicare$942,133,086ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$1,196,882,718CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$254,749,632MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities9HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (9 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndChildrens HospitalChildrensHospitalIndTeaching HospitalTeachingHospitalIndResearch FacilityResearchFacilityIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdCritical Access HospitalCriticalAccessHospitalInd
Maine Medical Center
122 Bramhall StreetPortlandME04102See Part V, Section C39586Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)Yes (X)A
Southern Maine Health Care
2One Medical Center DriveBiddefordME04005See Part V, Section C39704Yes (X)Yes (X)Yes (X)A
Penobscot Bay Medical Center
36 Glen Cove DriveRockportME04856See Part V, Section C39619Yes (X)Yes (X)Yes (X)A
Waldo County General Hospital
4118 Northport AveBelfastME04915See Part V, Section C39720Yes (X)Yes (X)Yes (X)AYes (X)
LincolnHealth
535 Miles StreetDamariscottaME04543See Part V, Section C39841Yes (X)Yes (X)AYes (X)
Franklin Memorial Hospital
6111 Franklin Health CommonsFarmingtonME04938See Part V, Section C39612Yes (X)Yes (X)Yes (X)A
Spring Harbor Hospital
7123 Andover RoadWestbrookME04092See Part V, Section C39597Yes (X)A
Stephens Memorial Hospital
8181 Main StreetNorwayME04268See Part V, Section C39553Yes (X)Yes (X)AYes (X)
Mid Coast Hospital
9123 Medical Center DriveBrunswickME04011See Part V, Section C39706Yes (X)Yes (X)Yes (X)A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1Facility Reporting Group - ABusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted22CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (1)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (1)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSee Part V, Section COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLSee Part V, Section CStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSee Part V, Section CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSee Part V, Section CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSee Part V, Section CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Section A:Facility Information, Website AddressMaine Medical Center: mainehealth.org/maine-medical-centerSouthern Maine Health Care: mainehealth.org/southern-maine-health-carePenobscot Bay Medical Center: mainehealth.org/pen-bay-medical-centerWaldo County General Hospital: mainehealth.org/waldo-county-general-hospitalLincolnHealth: mainehealth.org/lincolnhealthFranklin Memorial Hospital: mainehealth.org/franklin-community-health-networkSpring Harbor Hospital: mainehealth.org/Spring-Harbor-HospitalStephens Memorial Hospital Association: mainehealth.org/Western-Maine-HealthMid Coast Hospital: mainehealth.org/mid-coast-hospital
Part V, Section B, Line 5:The Maine Shared CHNA is a collaboration between Central Maine Healthcare (CMHC), Maine Center for Disease Control and Prevention (Maine CDC), MaineGeneral Health (MGH), MaineHealth (MH), and Northern Light Health (NLH). The vision of the Maine Shared CHNA is to turn health data into action so that Maine will become the healthiest state in the U.S. The 2022 MaineHealth CHNA reports include county level data, input from community forums and an in-depth look at key priority areas. This year, additional forums were held to amplify the voices of Black/African Americans, deaf/hard of hearing communities, federally qualified health centers, people with disabilities, the LGBTQ+ community, people experiencing homelessness, people with a mental health diagnosis, older adults and youth. One thousand oral surveys were also conducted for non-English speaking individuals-identifying some unique priority areas for these populations. Please see the 2022 MaineHealth CHNA reports and the 2022-2024 Implementation Plans at www.mainehealth.org/chna for details.
Part V, Section B, Line 6a:Northern Light Health, Central Maine Healthcare and MaineGeneral Health
Part V, Section B, Line 6b:Maine Centers for Disease Control and Prevention
Part V, Section B, Line 7a & 10a:The CHNA and Implementation Plans are posted on the following website: www.mainehealth.org/chna
Part V, Section B, Line 11:The organization has identified priorities and developed strategies to address the significant needs identified in its most recently conducted CHNA and provided reasons if identified needs are not being addressed. Please see the 2022-2024 CHNA Implementation Plan and the FY23 Community Health Implementation Plan (CHIP) Progress Report describing the organization's progress in addressing its identified needs at www.mainehealth.org/chna for details.
Part V, Section B, Line 16a, 16b, 16c:The Financial Assistance Policy (Free Care Policy and Billing and Collection Policy), Free Care Application and Plain Language Summary are available on the following website: https://mainehealth.org/patients-visitors/billing-insurance/financial-assistance/free-care.
FieldValueIRS element (for citing)
Facility114FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (114 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
1 - MMC-Scarborough Campus
100 Campus DriveScarboroughME04074General Medical and Surgical
2 - MCH-Lab Chemistry
108 Centre StBathME04530Lab
3 - SMHC-Phys Svcs
9 Healthcare DriveBiddefordME04005Physician Services
4 - Pen Bay Rockport Practices
15 Anchor DriveRockportME04856Physician Practices
5 - SMHC-Phycs Svcs
46 Barra RoadBiddefordME04005Physician Services
6 - SMHC-Phycs Svcs
2 Livewell DriveKennebunkME04043Physician Services
7 - MMC-Brighton Campus
335 Brighton AvePortlandME04102Emergency Care
8 - Franklin Health Farmington
111 Franklin Health CommonsFarmingtonME04938General Medical and Surgical
9 - MMC-Cardiology
96 Campus Dr Ste 1ScarboroughME04074Cardiology
10 - SMHC Phycs Svcs Goodall
25 A June StreetSanfordME04073Physician Services
11 - MCH-ALS Clinic
81 Medical CenterBrunswickME04011Specialty Clinics and Diagnostic Services
12 - MCH-Clinics Labs Family Practice
329 Maine StBrunswickME04011Physician Practices
13 - LincolnHealth-LMP Clinics
24 Miles Center WayDamariscottaME04543Outpatient Clinic
14 - MBH-Sherry Sabo Center
2 Springbrook DriveBiddefordME04005Ambulatory
15 - MMC-Coastal Cancer Treatment Center
175 Congress AvenueBathME04350Cancer Treatment Center
16 - MMC-Scarborough Surgical Center
84 Campus DriveScarboroughME04074General Medical and Surgical
17 - MCH-Physical Therapy and Orthopedics
430 Bath RoadBrunswickME04011Rehabilitation Services
18 - Western Maine Primary Care
8 Pikes HillNorwayME04268Physician Practices
19 - MMC-Falmouth Campus
5 Bucknam RoadFalmouthME04105General Medicine
20 - MCMG-Primary Care
22 Station AveBrunswickME04011clinic
21 - SMHC-Phycs Svcs
13 Industrial Park RoadSacoME04072Physician Services
22 - LincolnHealth-St Andrews Village
145 Emery LaneBoothbay HarborME04538Long Term Care Facility
23 - MMC-Pediatric Surg& Specialty Care
887 Congress StPortlandME04102Pediatrics
24 - MBH-Glickman Lauder Ctr
37 Andover RdPortlandME04102Glickman Lauder Center of Excellence
25 - Western Maine Physician Practices
193 Main StreetNorwayME04268Physician Services
26 - MBH-Portland Office
165 Lancaster StPortlandME04101Ambulatory
27 - MMC-Urology
100 Brickhill AveSouth PortlandME04106Urology
28 - Knox Center for Long-Term Care
6 White StreetRocklandME04841Long-Term Care
29 - SMHC-Phycs Svcs
655 Main StreetSacoME04072Physician Services
30 - MMC-NeurosurgerySpineNeurology
49 Spring StreetScarboroughME04074Neurosurgery, Spine and Neurology Care
31 - MMC-Scar Internal & Family Medicine
300 Professional DriveScarboroughME04074General Medicine
32 - Franklin Health Livermore Falls
21 Main StreetLivermore FallsME04254Physician Services
33 - MMC-Cape Elizabeth Internal Medicine
155 Spurwink AveCape ElizabethME04107General Medicine
34 - SMHC-Phycs Svcs-Partial
235 Main StreetBiddefordME04005Physician Services
35 - MCH-Outpatient Support
20 Bristol RdDamariscottaME04543Patient Clinical Support Serv
36 - MBH-Springvale Office
474 Main StreetSpringvaleME04083Ambulatory
37 - MMC-Endocrinology
175 US Route 1ScarboroughME04074Endocrinology and Diabetes
38 - FH-Behavioral Health & Primary Care
131 Franklin Health CommonsFarmingtonME04938Behavioral Health Practice
39 - MMC-McGeachy Hall
216 Vaughn StreetPortlandME04102Mental Health Services
40 - SMHC-Sports Medicine
12 Thornton AvenueSacoME04072Physician Services-Sports
41 - SMHC-Phycs Svcs - Sports
1 Emile Levasseur DriveSanfordME04073Physician Services-Sports
42 - MCMG-Primary Care Topsham
1 Wellness WayTopshamME04086Clinic
43 - LincolnHealth-LMP Ophthalmology
5 Miles Center WayDamariscottaME04543Outpatient Clinic
44 - MMC-Westbrook Primary Care
1 Harnois AveWestbrookME04092General Medicine
45 - MCH-Partial Hospitalization
66 Baribeau DrBrunswickME04011Other Psych Departments
46 - MMC-Cardiothoracic Surgery
818 Congress StPortlandME04102Cardiothoracic Surgery
47 - SMHC-Phycs Svcs
3 Shape DriveKennebunkME04043Physician Services
48 - MMC-Otolaryngology
92 Campus DriveScarboroughME04074Otolaryngology
49 - Franklin-NorthStar
119 Federal RoadLivermoreME04254OB/GYN
50 - Pen Bay Physical Therapy
116 Union StreetRockportME04856Physical Therapy
51 - LincolnHealth -LMP Primary Care
230 Kalers CornerWaldoboroME04572Outpatient Clinic
52 - LincolnHealth-LMP Wound&Family Care Ctr
14 St Andrews LaneBoothbay HarborME04538Outpatient Clinic
53 - MMC- Sleep & Breathing Disorders
930 Congress StreetPortlandME04102Sleep and Breathing Disorders
54 - MBH-Rockland Office
12 Union StreetRocklandME04841Ambulatory & Peer Support Center
55 - Franklin Health Urology
126 Middle StreetFarmingtonME04938Urology Practice
56 - MMC-Sanford IV Therapy
27 Industrial Ave Ste 101SanfordME04073IV Therapy
57 - MMC-Congenital Heart
71 US Route One Ste CScarboroughME04074Physician Practices
58 - MBH-Brunswick Office
11 Medical Center DriveBrunswickME04011Ambulatory
59 - Western Maine Norway Clinics
159 Main StNorwayME04268Physician Practices
60 - LincolnHealth-LMP Primary Care
49 Hooper StreetWiscassetME04578Outpatient Clinic
61 - MMC-Maine Transplant Program
19 West StreetPortlandME04102Kidney and Pancreas Transplant
62 - MBH-Ambulatory
254 Western AvenueSouth PortlandME04106Ambulatory
63 - SMHC-Urology
20 West Cole RdBiddefordME04005Physician Services
64 - SMHC Phycs Svcs Anc
10 Goodall DriveEast WaterboroME04030Physician Services
65 - MMC-Lakes Region Primary Care
584 Roosevelt TrailWindhamME04062General Medicine
66 - MCH-Community Health
331 Main StBrunswickME04011Specialty Clinics
67 - WCGH-SS Reg Health Ctr
11 Cape Jellison RdStockton SpringsME04981General medical
68 - MCMG Optical - Bath
130 Centre StBathME04530Clinic
69 - SMHC-Workwell- Occupational Health
10 Wellspring RoadBiddefordME04005Workwell- Occupational Health
70 - MBH-Belfast Office
15 Midcoast DriveBelfastME04915Ambulatory
71 - MBH-Bacon Street Apartments
72 Bacon StreetBiddefordME04005Supported Living Apts.
72 - WCGH-Lincolnville Reg Health Ctr
2399 Atlantic HighwayLincolnvilleME04849General Medical
73 - MBH-Owls Head
38 Weskeag RoadOwls HeadME04854Group Home
74 - MCH-MCH Therapy Ctr at Maine Pines
120 Harpswell RdBrunswickME04011Specialty Clinics
75 - Franklin-NorthStar
138C Park StreetPhillipsME04966Ambulance Base
76 - MBH-Core
18 Belvedere RoadDamariscottaME04543Ambulatory
77 - MMC-Cardiology
99 Campus Ave Ste 301LewistonME04240Cardiology
78 - SMHC-Ambulatory Informatics
72 Main StreetKennebunkME04043Ambulatory Informatics
79 - MBH-High Street Residence
5 High StreetSanfordME04073Supported Living Apts.
80 - Franklin-NorthStar
1001 Carriage RoadCarrabasset ValleyME04947Ambulance Base
81 - WCGH-AJ Community Health Ctr
55 Reynolds RdBrooksME04921General Medical
82 - MBH-Crescent Place
15 Crescent StreetBiddefordME04005Group Home
83 - MBH-Warren Street Apartments
28 Warren StreetRocklandME04841Supported Living Apts.
84 - MMC-Neurosurgery & Spine
92 Campus DriveScarboroughME04074Physician Practices
85 - MMC-Standish Primary Care
111 Ossipee Trail EStandishME04084Physician Practices
86 - MMC-Nephrology
1600B Congress StreetPortlandME04101Physician Practices
87 - MBH-Woodbridge
19 Woodbridge RoadYorkME03909Group Home
88 - MCH-Clinics
329 Bath RdBrunswickME04011Clinics
89 - SMHC Phycs Svcs
2 Medical Center DriveBiddefordME04005Physician Services
90 - Franklin-NorthStar
15 School StreetRangeleyME04970Ambulance Base
91 - MBH-Grace Street
47 Grace StreetRocklandME04841Group Home
92 - MMC-Licensed as suite D100E101
329 Main StBrunswickME04011General Medical and Surgical
93 - SMHC Wellness Center
13 July StreetSanfordME04073Rehab Therapy & Occupational Medicine
94 - MBH-Pleasant Street
407 Pleasant StreetRocklandME04841Group Home
95 - MBH-Cedar Street
125 Cedar StreetRocklandME04841Group Home
96 - MBH-Core
66 Baribeau DriveBrunswickME04011ACT Program
97 - MBH-Administration
77-79 Atlantic PlaceSouth PortlandME04106Administration
98 - MMC-Ambulatory Clinic Services
48 Gilman StPortlandME04102General Medicine
99 - MMC-Family Medicine
272 Congress StPortlandME04101General Medicine
100 - MMC- Adult Infectious Disease
41 Donald B Dean Dr Ste BSouth PortlandME04106Physician Practices
101 - MMC-Preble StLearning Collaborative
20 Portland StreetPortlandME04101General Medicine
102 - WCGH-Donald S Walker Health Center
43 West Main StreetLibertyME04949General Medical
103 - MMC-MMP Surgical Care Casco Bay
10 Andover RdPortlandME04102General Medical and Surgical
104 - MMC-Saco Pediatrics
4 Scamman St Ste 51SacoME04072Pediatrics
105 - MCH-Sports Medicine
27 Watson DriveBrunswickME04011Clinic
106 - MBH-The Elms
1-8 Sherry LaneNorth BerwickME03906Community Rehab
107 - MMC-Biddeford IV Therapy
26 West Cole Rd Ste 102BiddefordME04005IV Therapy
108 - MBH-Belfast Apartments
31 Midcoast DriveBelfastME04915Community Rehab
109 - Pen Bay Physical Therapy
40 Washington RoadWaldoboroME04572Physical Therapy
110 - MCH-Physical Therapy - Highlands
54 Governors WayTopshamME04086Rehabilitation Services
111 - MBH-Beach Street Offices & CSU
31 Beach StreetSacoME04072Crisis Stabilization Unit
112 - MBH-Sanford Recovery Center
19 Washington StreetSanfordME04073Sanford Peer Support Center
113 - MBH-Biddeford Recovery Center
15 York StreetBiddefordME04005Biddeford Peer Support Center
114 - MMC-Pediatric Care
1577 Congress StPortlandME04102Pediatrics

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 3c:Charity Care levels are determined by a three prong test for eligibility. Residency, income level, and household size are examined to determine level of eligibility.
Part I, Line 6a:MaineHealth's community benefit data is contained in a report prepared by MaineHealth Services (EIN 01-0431680), the organization's sole member. The report can be found at the link below:https://annualreport.mainehealth.org/#community
Part I, Line 7:The costing methodology for the amounts reported in Part 1, Line 7 of the Schedule H is based on a ratio of patient care cost to charges. With the exception of Line 7b, Medicaid, this cost to charge ratio was derived from Worksheet 2, Ratio of Patient Care Cost to Charges provided in the instructions for Schedule H. Line 7b, Medicaid, utilizes the cost to charge ratio from the Medicare cost report Worksheet S-10 that is consistent with how Medicare evaluates facilities for uncompensated care.
Part II, Community Building Activities:Community Support-Clinical Pastoral Education - The Clinical Pastoral Education (CPE) Program at MMC enrolls approximately 20-25 students per year in an accredited training program where they serve as Chaplain Interns on clinical inpatient medical units, including Critical Care/Special Care Units and the Emergency Department. These students are local clergy in training or have earned their theological credentials, and represent a variety of faith traditions. They come to MMC to learn the art and skill of providing interfaith spiritual care in an acute care hospital setting. Their experiences visiting patients at MMC will assist them in the future as community leaders who provide compassionate care for people experiencing distress, hospitalization, or serious illness.-MaineHealth Community Resources - MaineHealth is committed to better health for all people we serve. We support programs and services aimed at not just making our patients healthier, but whole communities too. MaineHealth Community Resources, powered by Aunt Bertha, is MaineHealth's vision in action, providing an online directory of free or reduced cost services like medical care, food, housing, and more. Community Health Improvement Advocacy-Public Service Announcements - As the children's hospital for Maine kids, we strive to ensure kids are safe and healthy and aim to keep kids out of the hospital or doctor's offices whenever possible. The Barbara Bush Children's Hospital pays for twelve 60 second Public Service Announcements (one per month) to provide the community important children's safety messages to prevent potential trauma that would require medical attention.-Elena's Way Outreach - We held a health screening clinic with the NPEC (Nursing Professional Excellence Council) and MaineHealth Family Medicine at Elena's Way, a 40-bed wellness shelter in Portland, Maine.Workforce Development-Student Nurse Precepting - In FY 2023, 232 senior nursing students were placed with MMC employed RN staff as one-on-one preceptors. These placements culminated in 34,522 clinical hours of RN staff oversight of students in patient care settings throughout the organization. Oversight occurs during RN MMC employee work time with full patient assignments.-CNA Program - MMC's Certified Nursing Assistant (CNA) Program, in affiliation with Portland Adult Education completed its 24th year in FY 2023 with approximately 2,550 graduates to date. The CNA Apprentice Program serves a critical need for MaineHealth and for the community. Offered at no charge to students, this state-approved 180-hour, seven week course incorporates experienced MMC nursing staff as faculty/mentors within classroom presentations, skills labs, and supervised clinical experiences. Clinical nurses and others throughout MMC instruct and mentor these student team members, highlighting MaineHealth's belief in CNAs as integral to the comfort, care, and outcomes of our patients and services. MaineHealth recognizes the invaluable role of our CNAs within the health care team and is committed to their initial and ongoing education and continued development. These graduates serve to increase the health care workforce with many progressing on to careers in nursing and/or other health professions.-Rehab Medicine Educational Program - The Rehab Medicine Educational Program allows students from NE area schools (e.g. University of New England, University of New Hampshire, University of Southern Maine) to learn from Rehab Medicine staff at no cost to them or their school. The staff supervise the students as they learn.-Introductory Pharmacy Student Experiential Learning Program - Students enrolled in a college of pharmacy such as University of New England or Husson University must complete rotations that give them hands-on pharmacy experience in order to graduate with a PharmD degree. Rotations in our retail pharmacy gives students exposure to retail pharmacy practice in one of the busiest pharmacies in the state, and it introduces them to the values and benefits of working for MaineHealth. In FY 2023 we had two students on rotation in our pharmacy, each for a 6-week block. -Genetic Counseling Clinical Rotation - We hosted two University of New England undergraduate interns one day weekly, one each during the Fall 2022 and Spring 2023 semesters. Supervision activities included onboarding, educating on cancer genetics topics, identifying cases for shadowing, mentorship during clinic observation and debrief time, overseeing clinic tasks and projects such as family history and research data entry, and completing internship evaluations. We hosted five genetic counseling graduate students from the Boston University, MGH Institute of Health Professions and Brandeis Genetic Counseling Programs, during the Fall 2022, Spring 2023, and Summer 2023 blocks. Supervision activities included onboarding, managing clinic schedules, active supervision and mentoring of the students' genetic counseling skills before, during, and after clinical encounters, educating on complex cancer genetics topics, and evaluation of student progress.-Medical Assistant Externship - Prior to successful completion of Medical Assistant course, students must complete 160-hour externship to validate skills that are taught throughout the program.- Patients as Teachers - Patients as Teachers is a program that encourages 2nd, 3rd, and 4th year TUSM (Tufts University School of Medicine) Maine Track students to nominate patients for recognition who have had a significant impact on their medical training. Those patients and their families are then invited to a ceremony to honor and celebrate the patients' contributions to teaching.- Trauma - A Gun is Not a Gun - This ballistics training discusses the types of traumatic injuries that are likely to result from various types of firearms and ammunition. The physics of firing a projectile out of a gun barrel are also a part of the course. It is offered as a session of a high school forensics course.
Part III, Line 2:The provision for bad debts is based upon a combination of the payor source, the aging of receivables and management's assessment of historical and expected net collections, trends in health insurance coverage, and other collection indicators.Bad debt expense represents healthcare services MaineHealth has provided without compensation. As a tax-exempt organization, MaineHealth provides necessary patient care regardless of the patient's ability to pay for the services. MaineHealth cannot determine the amount of bad debt expense that could be reasonably attributable to patients who likely would qualify for financial assistance under the Hospital's free care policy. In addition, bad debt expense also includes amounts for services provided to individuals experiencing difficult personal or economic circumstances related to a portion of our community based patient population. Their medical bills often place these individuals in untenable positions where they are not able to handle their personal debt and then their new medical debt. However, because of their income level, they do not qualify for free care. By providing necessary healthcare services to those individuals, either who fail to apply for financial assistance or who are experiencing difficult personal or economic circumstances, MaineHealth believes that bad debt expense should be included as a community benefit.
Part III, Line 4:MaineHealth does not have a specific footnote in the financial statements that describes bad debt expense. See Part III, Line 2 for bad debt expense methodology.
Part III, Line 8:Medicare allowable costs relating to payments is based on facility expenses and charges only and uses the cost to charge ratio from the Medicare cost report Worksheet S-10 that is consistent with how Medicare evaluates facilities for uncompensated care. MaineHealth believes that the Medicare shortfall should be included as a community benefit because MaineHealth has a clear mission commitment to serving elderly patients and adults with disabilities through the provision of specific subsidized programs developed to help improve the health status of these patients. If these critical subsidized programs were not provided by MaineHealth, they would become the obligation of the Federal Government.
Part III, Line 9b:Patients who qualify for free care have their account balance adjusted accordingly once free care has been approved. As a tax-exempt hospital, MaineHealth provides necessary patient care regardless of the patient's ability to pay for the services.
Part VI, Line 2:The organization prepares a Community Health Needs Assessment (CHNA) every three years. See www.mainehealth.org/chna for the completed CHNA.
Part VI, Line 3:Free Care information is provided in the Admitting and Emergency Registration locations in the following manner:- Postings including Free Care and Monthly Payment Plan- Handouts- InterviewsIf the patient is self-pay, under insured or cannot afford to pay theirhospital bill, they may receive a Financial Counseling Packet and/orreferred to financial counseling from the registration staff or ChangeHealthcare, an outside vendor who helps manage the self- pay accounts. Thepacket includes:- Information on MaineHealth's financial policies- Financial assistance information including Free Care Program, MonthlyPayment Plan Program, Care Partners, MedAccess and other communityresource needs.- Program applications and instructions for MaineHealth's Free CareProgram, and Monthly Payment Plan Application- Contact information for assistance with applications, bills or financialconcernsSelf-pay or underinsured patients registering in person or via a phoneinterview receive financial counseling, including information on ourfinancial assistance programs. Registration staff or Change Healthcareprovide forms and assist with completing financial assistance applicationsand providing follow up contact information.MaineHealth's website includes on line Registration and Patient Billinginformation:- Billing Process- Free Care- Monthly Payment Plan- Patient Statement- Price Information- Contact Us and QuestionsPrimary language, deaf and hard of hearing and interpreter needs are assessed during the registration interview and services are provided as needed.If a patient does not respond at pre-registration, registration, or while receiving care, all of these programs are explained again by the Single Billing Office staff. The intent of these efforts is to ensure that the patient is fully informed of and able to take advantage of these assistance programs.
Part VI, Line 4:The Community Health Needs Assessment describes the geographic area anddemographic constituents it services. See www.mainehealth.org/chna for the completed CHNA.
Part VI, Line 5:MaineHealth's day-to-day operations as a tax-exempt organization include many system-wide initiatives in the state of Maine and the Northern New England region. Clinical services range from outpatient clinics for a diverse population to full inpatient and surgical services to a regional trauma center and a neuroscience institute. Many of our services and specialties are not available elsewhere in the state or in our region. We have programs in undergraduate, graduate, post-graduate, and continuing education, engage in clinical research, and support organizations and efforts whose missions augment or complement ours. We strive to be a good "institutional citizen" of our region and state. With these programs, MaineHealth hopes to fill existing local gaps while making a positive impact in the communities we serve. These programs include: Subsidized Health Services, Community-Based Clinical Services, Community Education Services, Health Care Support Services, Community Building Activities, Medical Education and Research.MaineHealth made a net asset transfer to its wholly owned subsidiary, Maine Medical Partners, of approximately $130,800,000 to cover the losses related to mission-critical physician practices to ensure access for the community to such specialties as trauma surgery, neurosurgery, urology, various pediatric specialties, and high-risk obstetrics.
Part VI, Line 6:MaineHealth is a not-for-profit family of leading high-quality providersand other healthcare organizations working together so their communitiesare the healthiest in America. Ranked among the nation's top 100 integrated healthcare delivery networks, MaineHealth is governed by a board of trustees consisting of community and business leaders from its southern, central and western Maine regional service areas. The collaboration of MaineHealth members makes it possible to offer an extensive range of clinical integration and community health programs, many aimed at improving access to preventive and primary care services. MaineHealth includes the following member organizations: The Memorial Hospital at North Conway, N.H., MaineHealth Care at Home, NorDx and MaineHealth Accountable Care Organization. The strategic affiliates of MaineHealth are MaineGeneral Health and St. Mary's Health System.
Part VI, Line 7, Reports Filed With StatesME

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
University of Vermont
85 S Prospect St Rm 333BurlingtonVT05405030179440501(c)(3)$1,876,352$0Research
University of Maine System acting through the University of Southern ME
5703 Alumni Hall Ste 101OronoME04469016000769501(c)(3)$380,479$0Research/rural communities opioid response implementation
MaineGeneral Medical Center
35 Medical Center ParkwayAugustaME04330043369653501(c)(3)$135,488$0Conduct/oversight of CCDR and CCP enrollments
University of New England
11 Hills Beach RoadBiddefordME04005010211810501(c)(3)$111,825$0Research/substance abuse and mental health services admin.
Northeastern University
360 Huntington AveBostonMA02115041679980501(c)(3)$107,035$0Research
Granite State Independent Living
21 Chenell DriveConcordNH03301020350170501(c)(3)$90,000$0Provide Work Incentives Planning Assistance services to eligible residents of NH
Dartmouth Hitchcock Medical Center
1 Medical Center DriveLebanonNH03756222519596501(c)(3)$60,991$0Research
Vermont Department of Disabilities Aging & Independent Living
HC 2 South 280 State DriveWaterburyVT056712040036000264$42,869$0Provide Work Incentives, Planning and Assistance Services
Portland Community Health Center dba Greater Portland Health
180 Park AvenuePortlandME04102454960453501(c)(3)$30,334$0Research
Portland Free Clinic
91 Pine StreetPortlandME04102462965702501(c)(3)$30,334$0Research
Preble Street
55 Portland StreetPortlandME04101010418917501(c)(3)$30,334$0Research
Mayo Clinic
200 First Street SWRochesterMN55905416011702501(c)(3)$29,302$0Research
Central Maine Community Health
124 Lisbon StreetLewistonME04240010386912501(c)(3)$28,967$0To measurably improve health outcomes associated with substance use,tobacco use and exposure, and obesity
Penobscot Bay YMCA
116 Union StRockportME04856010211813501(c)(3)$24,797$0To measurably improve health outcomes associated with substance use,tobacco use and exposure, and obesity
ProsperityME
175 Lancaster Street Suite 216APortlandME04101800362127501(c)(3)$23,334$0Research
York Hospital
15 Hospital DriveYorkME03909010212444501(c)(3)$15,105$0To measurably improve health outcomes associated with substance use,tobacco use and exposure, and obesity
University of Kentucky
500 South LimestoneLexingtonKY40526616033693501(c)(3)$15,057$0Research
Medical Care Development
105 Second Street 2AHallowellME04347016022787501(c)(3)$12,370$0To measurably improve health outcomes associated with substance use,tobacco use and exposure, and obesity
River Valley Healthy Communities
49 Congress StreetRumfordME04276043374205501(c)(3)$10,679$0To measurably improve health outcomes associated with substance use,tobacco use and exposure, and obesity
FieldValueIRS element (for citing)
Total501c3 Org18Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipGrantTypeTxt
Recipient222RecipientCnt
Cash Grant$2,353,147CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationFor the Research Grants to Organizations, these represent subrecipient grants. A subrecipient agreement is signed by both MaineHealth and the subrecipient stating the amount of the award, the award name, the name of the Federal Agency, requirements imposed by laws, regulations and the provisions of the grant agreement. The monthly subrecipient invoices are reviewed and approved by the Principal Investigator prior to payment to verify the Federal funds are used for authorized purposes and are included in the award budget. Other contributions are reviewed by Senior Management and are granted to organizations within our community that promote our shared values. For the Nursing and Healthcare Scholarships, as an application requirement, each scholarship applicant must provide confirmation of enrollment in a nursing or healthcare related program. For the Medical Education Scholarships for students in the Maine Track of the MMC Tufts University School of Medicine (TUSM) Medical School Program, MaineHealth transfers the scholarship funds to the TUSM financial aid department for distribution to the students. TUSM handles any oversight to ensure that the funds are used as intended. MaineHealth's role is limited to matching eligible students with scholarship selection criteria and determining who receives each scholarship award.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Andrew Mueller MD
Chief Executive Officer$1,278,238$0$442,969$0$71,661$0$12,200$0$39,843$0$1,844,911$0$0$0
Robert Ecker MD
Physician$1,441,599$0$0$0$23,156$0$56,075$0$32,652$0$1,553,482$0$0$0
Matthew R Sanborn MD
Physician$1,438,135$0$0$0$41,540$0$15,250$0$43,979$0$1,538,904$0$0$0
Joseph T Alexander MD
Physician$1,206,589$0$0$0$109,040$0$71,370$0$36,724$0$1,423,723$0$0$0
Konrad Barth MD
Physician$1,200,681$0$0$0$98,874$0$71,374$0$43,596$0$1,414,525$0$0$0
Dougald MacGillivray MD
Physician$1,182,311$0$93,262$0$28,772$0$60,172$0$43,375$0$1,407,892$0$0$0
Jeffrey Sanders
Former MMC President$734,335$0$203,333$0$318,351$0$58,807$0$42,424$0$1,357,250$0$0$0
Albert G Swallow III
CFO, Board Treasurer$681,149$0$179,108$0$320,336$0$84,894$0$34,626$0$1,300,113$0$0$0
Lugene Inzana
Former Officer/MH Associate CFO$506,251$0$94,526$0$261,676$0$15,250$0$39,464$0$917,167$0$0$0
Joel Botler MD
Former Officer/Reg. CMO-So. Region$557,314$0$85,250$0$124,413$0$83,605$0$31,275$0$881,857$0$0$0
Richard W Petersen
Former President$0$0$459,034$0$283,924$0$6,100$0$1,081$0$750,139$0$0$0
Beth Kelsch
General Counsel, Board Secretary$463,480$0$84,750$0$91,504$0$55,327$0$38,277$0$733,338$0$0$0
Lisa Beaule MD
VP Physc & App Svcs - So. Region$534,174$0$2,000$0$34,316$0$56,547$0$38,580$0$665,617$0$0$0
Brett Loffredo MD
Physician$325,978$0$27,839$0$34,483$0$47,354$0$31,268$0$466,922$0$0$0
Peter Manning MD
Physician$350,250$0$0$0$31,949$0$10,741$0$37,606$0$430,546$0$0$0
Thomas J Ryan Jr MD FACC
Physician$268,440$0$0$0$20,364$0$51,907$0$38,127$0$378,838$0$0$0
Kate Herlihy MD MHP
Physician$214,759$0$16,997$0$72,139$0$27,450$0$30,865$0$362,210$0$0$0
David Kumaki MD FACP
Physician$229,807$0$6,697$0$58,611$0$26,659$0$28,098$0$349,872$0$0$0
Robert Frank
Former General Counsel$205,252$0$0$0$28,916$0$66,500$0$0$0$300,668$0$0$0
Marjorie Wiggins
Former Officer/Chief Nursing Officer$172,955$0$54,247$0$19,748$0$36,985$0$3,582$0$287,517$0$0$0
Michelle Bush
Corp. Counsel, Board Asst Secretary$180,712$0$10,000$0$654$0$10,091$0$33,057$0$234,514$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aAndrew Mueller, MH CEO and Jeffrey Sanders, former MMC President each received an auto allowance of $12,000 that was treated as taxable compensation.
Part I, Line 1bThe auto allowance has historically been provided to the MH CEO and MMC President and is part of their offer letter. This is reviewed as part of an annual independent compensation benchmark analysis performed by an outside firm, Sullivan Cotter. The compensation decisions for these employees are approved by the Executive Committee of the Board of Trustees.
Part I, Line 7MaineHealth established a Performance Incentive Plan (the Plan) to encourage and reward Plan participants for achieving defined performance goals that are supportive of MaineHealth's mission, strategic initiatives, and operating objectives. The Plan is administered by the MaineHealth Compensation Committee of the Board of Trustees.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Maine Health & Higher Ed Facilities Authority
A0103143840000000002014-03-31$4,800,000Buildings and structures000
Maine Health & Higher Ed Facilities Authority
B010314384560427W772014-07-24$14,201,632See Part VI00Yes (1)
Maine Health & Higher Ed Facilities Authority
C01031438456042REW82016-06-28$29,639,759Refund bonds issued 9/7/200600Yes (1)
Maine Health & Higher Ed Facilities Authority
D01031438456042RQL92017-12-28$8,909,963See Part VI00Yes (1)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndIn Reserve FundInReserveFundAmtOther Spent ProceedsOtherSpentProceedsAmt
A$4,585,153$4,800,000$53,225$4,746,775201400Yes (1)Yes (1)
B$9,290,000$14,201,632$161,557Yes (1)0Yes (1)Yes (1)$1,414,827$14,040,075
C$15,880,000$29,639,759$267,546Yes (1)0Yes (1)Yes (1)$3,976,161$29,372,213
D$2,520,000$8,909,963$96,231Yes (1)0Yes (1)Yes (1)$981,338$8,813,732

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.0000000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000000.0000000Yes (1)
D00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)00000Yes (1)
B000Yes (1)0000Yes (1)
C000Yes (1)000Yes (1)Yes (1)
D000Yes (1)0000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Additional Information (Bonds 1-4) "Entity 1"- 7/24/2014 issue - This issue is a pooled financing, and the portion allocable to MaineHealth entities constitute less than 100% of the issue. Part I columns (e) and (f), and all of Parts II and III, have been answered with respect to the MaineHealth entities' share of such pooled financings, not with respect to 100% of each issue. - 6/28/2016 issue - This issue is a pooled financing, and the portion allocable to MaineHealth entities constitute less than 100% of the issue. Part I columns (e) and (f), and all of Parts II and III, have been answered with respect to the MaineHealth entities' share of such pooled financings, not with respect to 100% of each issue. - 12/28/17 issue - This issue is a pooled financing, and the portion allocable to MaineHealth entities constitute less than 100% of the issue. Part I columns (e) and (f), and all of Parts II and III, have been answered with respect to the MaineHealth entities' share of such pooled financings, not with respect to 100% of each issue. - Part I, column (f), 7/24/2014 issue - Refund bonds issued 12/10/1998, 10/16/2003, and 6/3/2004. - Part I, column (f), 12/28/17 issue - Refund bonds issued 11/1/2007 and 6/19/2008. - Part II, line 4, 7/24/2014 issue - The amount shown here consists of $1,129,206 in a debt service reserve fund, plus $285,621 of debt service fund deposits. - Part II, line 4, 6/28/2016 issue - The amount shown here consists of $3,165,600 in a debt service reserve fund, plus $810,561 of debt service fund deposits. -Part II, line 4, 12/28/17 issue - The amount shown here consists of $782,100 in a debt service reserve fund, plus $199,238 of debt service fund deposits. - Part IV, line 2c, 7/24/2014 issue - This issue was a pooled financing, and the arbitrage calculations are managed by the Authority, not MaineHealth; MaineHealth does not know the date of the pertinent calculation. - Part IV, line 2c, 6/28/2016 issue - This issue was a pooled financing, and the arbitrage calculations are managed by the Authority, not MaineHealth; MaineHealth does not know the date of the pertinent calculation. - Part IV, line 2c, 12/28/17 issue - The date of the rebate calculation was 12/28/22. - Part IV, line 6, 6/28/2016 issue - The "yes" answer here refers to a debt service reserve fund that (in the aggregate for the entire issue, including the MaineHealth entities' portions plus all other participating institutions) exceeds the amount qualifying as a reasonably required reserve or replacement funds. It is our understanding that the Authority appropriately restricts the investment yield on the excess amount.
Additional Information (Bonds 5-8) "Entity 2"- Part I, column (f), 7/18/2018 issue - Build, renovate, and equip hospital facility. - Part I, column (f), 4/5/2021 issue - Refund bonds issued 8/31/2011 and 11/30/2011. - 7/18/2018 and 7/29/2020 issues - The differences between the issue price (Part I) and total proceeds (Part II, line 3) are due to investment earnings. - Part II, line 4, 7/18/2018, 8/1/2018, and 7/29/2020 issues - The amounts shown here consist of debt service fund deposits. - Part III has not been completed with respect to the 4/5/21 bonds, since the original projects being refinanced by such bonds were issued before 2003. - Part IV, line 2c, 7/18/2018 issue - The date of the rebate calculation was 7/10/2023. - Part IV, line 2c, 8/1/2018 issue - The date of the rebate calculation was 7/11/2023. - Part IV, lines 4b and 4c, 8/1/2018 issue - There are two separate hedging contracts identified with these bonds, both with Morgan Stanley Capital Services LLC and each having a term of 17.9 years. - Part IV, line 6, 7/18/2018 issue - The amount in question was less than the applicable minor portion. - Part IV, line 6, 7/29/20 issue - The amount in question will be appropriately yield restricted, using yield reduction payments if necessary.
Additional Information (Bonds 9-10) "Entity 3"- Part I, column (f), 4/4/2022 issue - To refinance a taxable obligation issued on 9/21/2020 the proceeds of which defeased tax-exempt bonds issued 6/28/2012 and callable on 7/1/2022. - Part III has not been completed with respect to the 4/4/2022 bonds, since the original projects being refinanced by such bonds were issued before 2003.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
Maine Health & Higher Ed Facilities Authority
A01031438456042RQW52018-07-18$183,854,035See Part VI000
Maine Health & Higher Ed Facilities Authority
B0103143840000000002018-08-01$36,735,000Refund bonds issued 5/22/2008000
Maine Health & Higher Ed Facilities Authority
C01031438456042RYJ52020-07-29$252,172,695Construct hospital facility000
Maine Health & Higher Ed Facilities Authority
D0103143840000000002021-04-05$21,115,000See Part VI000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndUnspentUnspentAmtRetiredRetiredAmt
A$188,388,169$2,059,638$15,556,815$2,002,269$170,778,487$50,598202100Yes (1)Yes (1)
B$36,735,000$2,779$537,368$36,197,632Yes (1)0Yes (1)Yes (1)
C$256,553,802$2,350,197$2,131,907$239,406,964000Yes (1)$15,014,931
D$21,115,000$96,079$21,018,921Yes (1)0Yes (1)Yes (1)$6,730,000

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.0000000Yes (1)
B0Yes (1)000.001000.000000.0010000Yes (1)
C00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsIndTerm Of HedgeTermOfHedgePctSuperintegrated HedgeSuperintegratedHedgeIndHedge TerminatedHedgeTerminatedInd
(no name)
A000Yes (1)000Yes (1)Yes (1)
See Part VI
B000Yes (1)Yes (1)Yes (1)0Yes (1)17.90000000000000
(no name)
C0Yes (1)00000Yes (1)Yes (1)
(no name)
D0Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Maine Health & Higher Ed Facilities AuthorityBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN010314384BondIssuerEIN
CUSIP000000000CUSIPNum
Bond Issued2022-04-04BondIssuedDt
Issue Price$13,755,000IssuePriceAmt
PurposeSee Part VIPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$2,650,000RetiredAmt
Total Proceeds$13,755,000TotalProceedsAmt
Other Spent Proceeds$13,755,000OtherSpentProceedsAmt
Refunding Tax Exempt Bonds0RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (1)RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (35 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
Abigail Abbott
See Part V$31,538See Part V0
Alexander Abbott
See Part V$278,827See Part V0
Christina Manning
See Part V$301,077See Part V0
Gwendolyn Anderson
See Part V$51,230See Part V0
Helen Watson
See Part V$149,175See Part V0
Jessika Morin
See Part V$184,030See Part V0
Judith Fisher
See Part V$108,409See Part V0
Maighread Laliberte
See Part V$40,413See Part V0
Matthew Tzuker
See Part V$133,958See Part V0
Substantial Contributor
Sub. Contributor$731,389Employment0
Substantial Contributor
Sub. Contributor$13,675,369Vendor0
Substantial Contributor
Sub. Contributor$2,461,605Vendor0
Substantial Contributor
Sub. Contributor$1,799,262Vendor0
Substantial Contributor
Sub. Contributor$738,758Vendor0
Substantial Contributor
Sub. Contributor$133,988Vendor0
Substantial Contributor
Sub. Contributor$10,515,036Vendor0
Substantial Contributor
Sub. Contributor$3,657,638Vendor0
Substantial Contributor
Sub. Contributor$365,850Vendor0
Substantial Contributor
Sub. Contributor$1,230,956Vendor0
Substantial Contributor
Sub. Contributor$6,042,875Vendor0
Substantial Contributor
Sub. Contributor$2,906,395Vendor0
Substantial Contributor
Sub. Contributor$462,100Vendor0
Substantial Contributor
Sub. Contributor$222,412Vendor0
Substantial Contributor
Sub. Contributor$560,323Vendor0
Substantial Contributor
Sub. Contributor$374,295Vendor0
Substantial Contributor
Sub. Contributor$5,226,529Vendor0
Substantial Contributor
Sub. Contributor$1,015,278Employment0
Substantial Contributor
Sub. Contributor$1,103,662Employment0
Substantial Contributor
Sub. Contributor$787,120Employment0
Substantial Contributor
Sub. Contributor$245,303Employment0
Substantial Contributor
Sub. Contributor$798,762Employment0
Substantial Contributor
Sub. Contributor$468,657Employment0
Substantial Contributor
Sub. Contributor$282,621Employment0
Substantial Contributor
Sub. Contributor$914,842Employment0
Substantial Contributor
Sub. Contributor$10,905,108Vendor0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule L, Part IV, Column (b) and (d)FormAndLineReferenceDesc
ExplanationGeorge Isaacson is the former Chairman on the Board of Trustees. His daughter, Abigail Abbott, is employed by the organization as a Community Health Improvement Consultant. His son in law, Alexander Abbott, is employed by the organization as a VP - Women & Children Svc Ln. His son in law, Matthew Tzuker, is also employed by the organization as a Talent Acquisition Partner.Peter Manning, MD is a member of the Board of Trustees. His wife, Christina Manning, MD is a physician employed by the organization.Nancy Hasenfus, MD is a member of the Board of Trustees. Her daughter, Gwendolyn Anderson, is employed by the organization as a Psychiatric Technician.Stuart Watson is a member of the Board of Trustees. His daughter, Helen Watson is a Nurse Practitioner employed by the organization.Susannah Swihart is a member of the Board of Trustees. Her stepdaughter, Jessika Morin is a Medical Director employed by the organization.Morris Fisher serves as Chairman on the Board of Trustees. His wife, Judith Fisher, is a Senior Accountant employed by the organization.Kate Herlihy, MD is a member of the Board of Trustees. Her daughter, Maighread Laliberte, is employed by the organization as a Psychiatric Technician.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution25ContributionCnt
Noncash Contributions Rpt F990$5,685,531NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a Cont'd- Supporting Families through School-Based Care MaineHealth's school-based health centers support student well-being by providing medical and behavioral health care directly at schools, thus ensuring they access timely care while allowing parents to focus on work. Stephens Memorial Hospital serves Oxford Hills Middle and High Schools, while LincolnHealth serves Medomak Valley High, Boothbay Region High, Lincoln Academy, and Morse High School. Clinicians treat various conditions, offer immunizations, reproductive health services, and sports physicals without replacing primary care providers. They collaborate with parents and primary care providers for continuity of care when needed. Behavioral health services are also integral, with a significant portion of visits at both LincolnHealth and Stephens Memorial Hospital focusing on mental health. Care is available to all students regardless of their financial situation, with the centers accepting various payment methods and assisting with benefit applications for those with limited insurance. - Making Positive Patient Identification a Red Rule MaineHealth has implemented the Positive Patient Identification (PPID) Red Rule to ensure that patients only receive care that is specifically relevant to them. The PPID Red Rule and policy states that all patients must have their identity verified with at least two distinct identifiers before any procedure, service or care intervention in a health care setting. Red Rules are absolutes that everyone must follow without exception. Maine Medical Center implemented the PPID Red Rule first, shortly followed by implementation across the system. CEO Andrew Mueller, MD highlights that consistent patient identification is crucial despite the complexity and scale of care provided. Patient safety enhancements continue to be a top priority across all MaineHealth locations and are critical to our values of excellence and being patient centered.
Form 990, Part V, Line 1aMaineHealth, acting on behalf of the MaineHealth System filed 1,684 Form 1099s for the calendar year 2022.
Form 990, Part V, Line 2aMaineHealth, acting on behalf of the MaineHealth System filed Form W-3, reporting 26,427 employees for the calendar year 2022.
Form 990, Part VI, Section A, line 6MaineHealth Services (EIN: 01-0431680) is the sole Member of the organization.
Form 990, Part VI, Section A, line 7aThe sole Member of the organization has the responsibility for the election of the members of the governing body.
Form 990, Part VI, Section A, line 7bThere are decisions by the governing body that require the approval of its sole member. They include: 1. The amendment of the Articles of Incorporation 2. The merger or consolidation with an unrelated entity 3. The sale or other disposition of all or substantially all the assets of the Corporation 4. The dissolution of the Corporation
Form 990, Part VI, Section B, line 11bThe MaineHealth CFO and Associate CFO reviewed the 990 in detail. The 990 was also made available to the full Board of Trustees prior to filing the return.
Form 990, Part VI, Section B, line 12cMaineHealth's Audit & Compliance Services sends Conflict of Interest (COI) disclosure form requests to over 3,000 Care Team Members (including all Board Members, Officers, and other Senior Leaders) each year. Audit & Compliance Services collects the disclosure forms and reviews each submission for possible reported conflicts to determine if a management mitigation plan is required. The results of the annual COI process are reported to the MaineHealth Executive Compliance Committee, the Audit Committee, Local Health System Presidents, and the Board of Trustees Chairpersons.
Form 990, Part VI, Section B, line 15Compensation Process for CEO & Officers MaineHealth uses an outside firm, Sullivan Cotter, to perform an independent benchmark analysis for the CEO and other senior executive leaders. The firm meets with the Executive Committee of the Board of Directors to review the executive benchmark report. The Executive Committee then deliberates on MaineHealth's written salary and incentive plan philosophy before making a final decision. All meeting decisions are captured in minutes with appropriate approvals at all levels.
Form 990, Part VI, Section C, line 19Documents that are required to be open for public inspection are made available upon request.
Form 990, Part XI, line 9:Net equity transfers to affiliates -141,560,178. Retirement benefit plan adjustments 15,772,338.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MaineHealth Services
110 Free StreetPortlandME04101010431680HealthcareME501(c)(3)Line 12c, III-FIN/A0
Maine Medical Center Realty Corp
22 Bramhall StreetPortlandME04102010434215Property managementME501(c)(3)Line 12a, IYes (1)MaineHealth
MaineHealth Care at Home
15 Industrial ParkSacoME04072222571902Home healthME501(c)(3)Line 100MaineHealth Services
NorDx
301A US Route OneScarboroughME04074010511356LabME501(c)(3)Line 100MaineHealth Services
The Memorial Hospital
3073 White Mountain HighwayNorth ConwayNH03860020222156HospitalNH501(c)(3)Line 30MaineHealth Services
St Joseph's Rehab & Residence
1133 Washington AvenuePortlandME04103010339489Nursing homeME501(c)(3)Line 10Yes (1)MaineHealth
LincolnHealth Cove's Edge
35 Miles StreetDamariscottaME04543010382340HealthcareME501(c)(3)Line 3Yes (1)MaineHealth
Quarry Hill
PO Box 287BelfastME04915010213976Long term careME501(c)(3)Line 10Yes (1)MaineHealth
LincolnHealth Medical Partners Inc
35 Miles StreetDamariscottaME04543263878235Physician practicesME501(c)(3)Line 7Yes (1)MaineHealth
Western Maine Multi-Medical Specialists
181 Main StreetNorwayME04268010489824Physician practicesME501(c)(3)Line 10Yes (1)MaineHealth
Healthy Community Coalition
105 Mt Blue CircleFarmingtonME04938223305743Community servicesME501(c)(3)Line 7Yes (1)MaineHealth
Community Health and Nursing Services
60 Baribeau DrBrunswickME04011010211546Home healthME501(c)(3)Line 10Yes (1)MaineHealth
Mid Coast Geriatric Services Corporation
123 Medical Center DriveBrunswickME04011010496221Home healthME501(c)(3)Line 10Yes (1)MaineHealth
Western Maine Nursing Home Inc
181 Main StreetNorwayME04268222842655Nursing homeME501(c)(3)Line 10Yes (1)MaineHealth

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
Maine Medical Partners
22 Bramhall StreetPortlandME04102010442142HealthcareMEMaineHealthC$276,446,837$34,858,0391.00000Yes (1)
Waldo County Healthcare Mgmt Co
PO Box 287BelfastME04915010485133Management ServicesMEMaineHealthC$1,134,195$2,001,9621.00000Yes (1)
PBH Management Company
PO Box 287BelfastME04915010537278Management ServicesMEMaineHealthC$245,991$492,0111.00000Yes (1)
Mid Coast Health Management Corporation
123 Medical Center DriveBrunswickME04011010429598Management of Health ServicesMEMaineHealthC$1,995,153$5,211,8541.00000Yes (1)
Mid Coast Medical Group
123 Medical Center DriveBrunswickME04011010484592Medical ServicesMEMaineHealthC1.00000Yes (1)
Thornton Oaks Development Corporation
123 Medical Center DriveBrunswickME04011010448411Management of Health ServicesMEMid Coast Health Management CorporationC$16,459$333,8251.000000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other OrgYes (1)AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset ExchangeYes (1)AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Maine Medical Partners
A$2,676,812Fair Market Value
Maine Medical Partners
O$2,193,976Fair Market Value
Maine Medical Partners
P$143,489,354Fair Market Value
Maine Medical Partners
Q$177,858,258Fair Market Value
Maine Medical Center Realty Corp
A$1,606,515Fair Market Value
Maine Medical Center Realty Corp
G$412,793Fair Market Value
Maine Medical Center Realty Corp
P$2,323,423Fair Market Value
Maine Medical Center Realty Corp
Q$208,629Fair Market Value
St Joseph's Rehab & Residence
R$11,500,000Fair Market Value
St Joseph's Rehab & Residence
S$2,892,878Fair Market Value
LincolnHealth Cove's Edge
Q$1,399,806Fair Market Value
Quarry Hill
Q$1,344,648Fair Market Value