MEDSTAR HEALTH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MEDSTAR HEALTH INC (EIN 52-2087445)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202321309349301607
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T07:29:58-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 BROAD STREET SUITE 900 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522087445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDSTAR HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEDS | BusinessNameControlTxt |
| Phone | 4107726721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10980 GRANTCHESTER WAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL BRYAN | PersonNm |
| Person Title | VP/TREASURER | PersonTitleTxt |
| Phone | 4107726721 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOEL | PersonFirstNm |
| Person Last | BRYAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN HUTCHINSON | PreparerPersonNm |
| PTIN | P01048557 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH A SAMET | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10980 GRANTCHESTER WAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $324,422,604 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MEDSTARHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PLAN, DEVELOP, COORDINATE, DIRECT AND MANAGE AN INTEGRATED HEALTHCARE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 817 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$342,392 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $56,123,950 | PYContributionsGrantsAmt |
| CY Contributions Grants | -$4,219,385 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $259,042,579 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $209,051,491 | CYProgramServiceRevenueAmt |
| PY Investment Income | $56,461,458 | PYInvestmentIncomeAmt |
| CY Investment Income | $60,173,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,543,278 | PYOtherRevenueAmt |
| CY Other Revenue | $59,417,313 | CYOtherRevenueAmt |
| PY Total Revenue | $383,171,265 | PYTotalRevenueAmt |
| CY Total Revenue | $324,422,604 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,133,769 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,994,281 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $173,128,223 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $175,705,701 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $2,020,676 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,560,743 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,560,743 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $98,773,846 | PYOtherExpensesAmt |
| CY Other Expenses | $90,945,182 | CYOtherExpensesAmt |
| PY Total Expenses | $287,056,514 | PYTotalExpensesAmt |
| CY Total Expenses | $283,205,907 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $96,114,751 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,216,697 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,258,618,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,241,361,236 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,779,330,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,671,602,033 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,479,288,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $569,759,203 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $280,645,164 | ExpenseAmt |
| Grant | $13,994,281 | GrantAmt |
| Revenue | $209,051,491 | RevenueAmt |
| Desc | SEE SCHEDULE OAS THE PARENT COMPANY IN AN INTEGRATED HEALTHCARE SYSTEM, MEDSTAR HEALTH, INC. ESTABLISHES THE STRATEGIC DIRECTION FOR ITS AFFILIATED ENTITIES. MEDSTAR HEALTH'S SOLE PROGRAM SERVICE IS THE MANAGEMENT AND SUPPORT OF ITS AFFILIATED ENTITIES. THE PROGRAM SERVICE EXPENSES INCURRED BY THE ORGANIZATION RELATE TO CORPORATE SERVICE DEPARTMENTS AND FUNCTIONS FOR: ACADEMIC AFFAIRS, BUSINESS DEVELOPMENT, COMMUNITY HEALTH, COMPLIANCE, DIGITAL PLATFORM DEVELOPMENT, FINANCE, GOVERNMENT AFFAIRS, GRADUATE MEDICAL EDUCATION, HUMAN RESOURCES, INFORMATION SERVICES, INTERNAL AUDIT, LEGAL, MANAGED CARE, PHILANTHROPY, PRIVACY, QUALITY & SAFETY, RISK MANAGEMENT, STRATEGIC PLANNING & MARKETING, AND TREASURY. | Desc |
| Total Program Service Expenses | $280,645,164 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1639 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 817 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL BRYAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107726721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10980 GRANTCHESTER WAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KENNETH A SAMET | |||||||||
| CEO AND PRESIDENT | 40.00 | 0.00 | Yes (X) | Yes (X) | $15,771,396 | $0 | $96,287 | ||
| LEIGH ANN CURL MD | |||||||||
| DIRECTOR | 1.00 | 39.00 | Yes (X) | $0 | $1,621,592 | $30,445 | |||
| CHRISTOPHER G KALHORN MD | |||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $1,153,640 | $0 | $40,272 | |||
| ALLEN J TAYLOR MD | |||||||||
| DIRECTOR | 40.00 | 0.00 | Yes (X) | $676,656 | $0 | $10,964 | |||
| MARC N DUBER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J OETGEN JR MD | |||||||||
| DIRECTOR (UNTIL 10/2021) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY J BUZZELLI | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM COUPER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS P JOYCE JR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT J MARTORANA DPM | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN J DEGIOIA PHD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES A DORTA MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT OURISMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DR GWENDOLYN E BOYD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY H TABACH | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EBEN D FINNEY III | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY S PROCTOR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADAEZE ENEKWECHI PHD MPP | |||||||||
| DIRECTOR (AS OF 06/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TAMLA OLIVIER | |||||||||
| DIRECTOR (AS OF 06/2022) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSIE ALLEN-HERRING | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN DEGIOIA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN NELSON | |||||||||
| EVP & CFO | 40.00 | 0.00 | Yes (X) | $1,873,107 | $0 | $43,563 | |||
| OLIVER M JOHNSON II | |||||||||
| EVP | 40.00 | 0.00 | Yes (X) | $2,607,638 | $0 | $41,803 | |||
| MICHAEL J CURRAN | |||||||||
| EVP & CAO | 40.00 | 0.00 | $8,710,710 | $0 | $33,579 | Yes (X) | |||
| M JOY DRASS MD | |||||||||
| EVP | 40.00 | 0.00 | $3,041,276 | $0 | $57,172 | Yes (X) | |||
| STEPHEN EVANS MD | |||||||||
| EVP | 40.00 | 0.00 | $3,666,087 | $0 | $60,098 | Yes (X) | |||
| ERIC WAGNER | |||||||||
| EVP | 40.00 | 0.00 | $2,967,769 | $0 | $73,272 | Yes (X) | |||
| JEFFREY MATTON | |||||||||
| SVP | 40.00 | 0.00 | $1,220,117 | $0 | $52,984 | Yes (X) | |||
| LORETTA WALKER | |||||||||
| SVP | 40.00 | 0.00 | $1,331,555 | $0 | $39,111 | Yes (X) | |||
| ROBERT GILBERT | |||||||||
| PRESIDENT, MEDSTAR AMBULATORY SVCS | 40.00 | 0.00 | $917,277 | $0 | $42,849 | Yes (X) | |||
| SCOTT MACLEAN | |||||||||
| SVP | 40.00 | 0.00 | $1,090,037 | $0 | $45,322 | Yes (X) | |||
| DEBI KUCHKA-CRAIG | |||||||||
| SVP | 40.00 | 0.00 | $1,343,938 | $0 | $53,775 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $46,371,203 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,621,592 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $721,496 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 488 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 152516170 | FOOD & FACILITIES MANAGEMENT | $15,092,399 |
| CROTHALL SVCS GROUP | |||||
| 201 EAST UNIVERSITY PARKWAY | BALTIMORE | MD | 212182891 | ENVIRONMENTAL SERVICES | $11,986,059 |
| BOSTON CONSULTING GROUP INC | |||||
| PO BOX 75200 | CHICAGO | IL | 606755200 | CONSULTING SERVICES | $10,925,000 |
| UP TO DATE LAUNDRY INC | |||||
| 1221 DESOTO RD | BALTIMORE | MD | 212233211 | LAUNDRY SERVICES | $8,210,176 |
| DC ARENA LP | |||||
| 601 F STREET NW | WASHINGTON | DC | 20004 | ADVERTISING | $5,027,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | -$5,653,277 | GovernmentGrantsAmt |
| All Other Contributions | $1,433,892 | AllOtherContributionsAmt |
| Noncash Contributions | $24,786 | NoncashContributionsAmt |
| Total Contributions | -$4,219,385 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GREENSPRING FEE | 900099 | $222,792,940 | $222,792,940 |
| HEALTH EDUCATION | 900099 | $244,855 | $244,855 |
| OTHER HEALTH REVENUE | 900099 | -$13,986,304 | -$13,986,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $209,051,491 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,263,719 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$342,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $24,606,111 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,909,466 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,909,466 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,909,466 | TotalRevenueColumnAmt |
| Exclusion | $35,909,466 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME/LOSS | 900099 | $55,894,248 | $55,894,248 |
| REBATE INCOME | 900099 | $3,523,065 | $3,523,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $59,417,313 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $324,422,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $209,051,491 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$342,392 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,932,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,994,281 | TotalAmt |
| Program Services | $13,994,281 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,925,291 | TotalAmt |
| Program Services | $40,925,291 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,272 | TotalAmt |
| Program Services | $8,272 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,659,962 | TotalAmt |
| Program Services | $121,659,962 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,406,123 | TotalAmt |
| Program Services | $2,406,123 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,021,706 | TotalAmt |
| Program Services | $4,021,706 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,684,347 | TotalAmt |
| Program Services | $6,684,347 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,708,243 | TotalAmt |
| Program Services | $4,708,243 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,062,612 | TotalAmt |
| Program Services | $2,062,612 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,556 | TotalAmt |
| Program Services | $94,556 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,560,743 | TotalAmt |
| Fundraising | $2,560,743 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,262,058 | TotalAmt |
| Program Services | $4,262,058 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,301,866 | TotalAmt |
| Program Services | $36,301,866 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,965,841 | TotalAmt |
| Program Services | $16,965,841 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,709,144 | TotalAmt |
| Program Services | $9,709,144 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,337,079 | TotalAmt |
| Program Services | $8,337,079 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,365 | TotalAmt |
| Program Services | $234,365 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,252 | TotalAmt |
| Program Services | $150,252 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,297,140 | TotalAmt |
| Program Services | $7,297,140 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,903,025 | TotalAmt |
| Program Services | $3,903,025 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,145,042 | TotalAmt |
| Program Services | $3,145,042 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MAINTENANCE | $5,986,404 | $5,986,404 |
| MED/SURG SUPPLIES | $657,375 | $657,375 |
| UTILITIES | $574,209 | $574,209 |
| FOOD SERVICES/SUPPLIES | $87,679 | $87,679 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$13,531,708 | TotalAmt |
| Program Services | -$13,531,708 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,205,907 | TotalAmt |
| Program Services | $280,645,164 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $2,560,743 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,164,538,312 | BOYAmt |
| EOY | $540,617,221 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,425,331 | BOYAmt |
| EOY | $280,665,887 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,966,495 | BOYAmt |
| EOY | $17,501,674 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,116,845 | BOYAmt |
| EOY | $11,244,671 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,439,266 | BOYAmt |
| EOY | $3,710,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,350,036 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,851,043 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,954,500 | BOYAmt |
| EOY | $20,498,993 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,956,352,661 | BOYAmt |
| EOY | $1,909,600,475 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,043,730 | BOYAmt |
| EOY | $267,904,923 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,781,762 | BOYAmt |
| EOY | $189,616,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,258,618,902 | BOYAmt |
| EOY | $3,241,361,236 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,591,132 | BOYAmt |
| EOY | $376,218,270 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,387,495 | BOYAmt |
| EOY | $982,487 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,735,222,612 | BOYAmt |
| EOY | $1,706,418,125 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,653,825 | BOYAmt |
| EOY | $130,588,825 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $630,475,680 | BOYAmt |
| EOY | $457,394,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,779,330,744 | BOYAmt |
| EOY | $2,671,602,033 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,473,887,457 | BOYAmt |
| EOY | $564,184,314 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,400,701 | BOYAmt |
| EOY | $5,574,889 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,479,288,158 | BOYAmt |
| EOY | $569,759,203 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,258,618,902 | BOYAmt |
| EOY | $3,241,361,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $41,216,697 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$226,269,779 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$724,475,873 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 16 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (20 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| GEORGETOWN UNIVERSITY | ||||
| 530196603 | 2 | Yes (1) | $13,994,281 | $0 |
| BAY LIFE SERVICES INC | ||||
| 521496539 | 10 | Yes (1) | $0 | $0 |
| FRANKLIN SQUARE HOSPITAL CENTER INC | ||||
| 520608007 | 3 | Yes (1) | $0 | $0 |
| GOOD SAMARITAN NURSING CENTER INC | ||||
| 521672866 | 10 | Yes (1) | $0 | $0 |
| GS HOUSING INC | ||||
| 521481656 | 10 | Yes (1) | $0 | $0 |
| HARBOR HOSPITAL INC | ||||
| 520491660 | 3 | Yes (1) | $0 | $0 |
| THE MEDSTAR-GEORGETOWN MEDICAL CENTER INC | ||||
| 522218584 | 3 | Yes (1) | $0 | $0 |
| MEDSTAR HEALTH RESEARCH INSTITUTE INC | ||||
| 526056274 | 4 | Yes (1) | $0 | $0 |
| MEDSTAR HEALTH VISITING NURSES ASSOCIATION INC | ||||
| 530196597 | 10 | Yes (1) | $0 | $0 |
| MEDSTAR SOUTHERN MARYLAND HOSPITAL CENTER INC | ||||
| 460726303 | 3 | Yes (1) | $0 | $0 |
| MEDSTAR VNA HEALTHCARE INC | ||||
| 521458516 | 10 | Yes (1) | $0 | $0 |
| MONTGOMERY GENERAL HOSPITAL INC | ||||
| 520646893 | 3 | Yes (1) | $0 | $0 |
| NATIONAL REHABILITATION HOSPITAL INC | ||||
| 521369749 | 3 | Yes (1) | $0 | $0 |
| NRH REGIONAL REHAB AT OLNEY INC | ||||
| 522310902 | 3 | Yes (1) | $0 | $0 |
| ST MARY'S HOSPITAL OF ST MARY'S COUNTY INC | ||||
| 520619006 | 3 | Yes (1) | $0 | $0 |
| SUBURBANNRH MEDICAL REHABILITATION INC | ||||
| 521931151 | 3 | Yes (1) | $0 | $0 |
| THE UNION MEMORIAL HOSPITAL | ||||
| 520591685 | 3 | Yes (1) | $0 | $0 |
| THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC | ||||
| 520591607 | 3 | Yes (1) | $0 | $0 |
| WASHINGTON HOSPITAL CENTER CORPORATION | ||||
| 521272129 | 3 | Yes (1) | $0 | $0 |
| WOODBOURNE WOODS INC | ||||
| 522299070 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 16 | SupportedOrganizationsTotalCnt |
| Support Sum | $13,994,281 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART I, LINE 12G | AMOUNT OF SUPPORT SUPPORT IS PROVIDED TO MEDSTAR HEALTH, INC.'S SUPPORTED ORGANIZATIONS IN THE FORM OF EQUITY TRANSFERS. DUE TO THE FREQUENCY OF THESE TRANSFERS AND THE LARGE NUMBER OF SUPPORTED ORGANIZATIONS THAT MEDSTAR HEALTH, INC. SUPPORTS, THE TOTAL EQUITY TRANSFERS LISTED ON SCHEDULE O, PART XI, LINE 9 HAVE NOT BEEN BROKEN OUT FOR EACH SUPPORTED ORGANIZATION. OTHER SUPPORT THE EXPENSES INCURRED BY MEDSTAR HEALTH, INC. THAT ARE REPORTED ON FORM 990, PART IX WERE EXPENDED TO PROVIDE SUPPORT AND MANAGEMENT TO ITS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION D, LINE 3 | THE OFFICERS/DIRECTORS OF THE SUPPORTED ORGANIZATIONS HAVE A CLOSE AND CONTINUOUS RELATIONSHIP WITH MEDSTAR HEALTH, INC., AND THUS A SIGNIFICANT VOICE. KEN SAMET, THE PRESIDENT/CEO OF MEDSTAR HEALTH, INC., SERVES ON THE BOARD OF DIRECTORS OF MANY OF MEDSTAR HEALTH INC.'S SUPPORTED ORGANIZATIONS. BECAUSE OF THIS, THE SUPPORTED ORGANIZATIONS ARE ABLE TO HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF MEDSTAR HEALTH AND IN DIRECTING THE USE OF ITS INCOME AND ASSETS. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A | MEDSTAR HEALTH, INC. HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF THE OFFICERS OR DIRECTORS OF EACH OF ITS SUPPORTED ORGANIZATIONS WITH THE EXCEPTION OF GEORGETOWN UNIVERSITY AND SUBURBAN/NRH MEDICAL REHABILITATION, INC. ONE OF ITS SUPPORTED ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE SUPPORTED ORGANIZATION'S GOVERNING BODY, BUT ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE BOARD OF MEDSTAR HEALTH, INC. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B | AS A PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE SYSTEM, MEDSTAR HEALTH, INC. EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. THE BYLAWS OF THESE SUPPORTED ORGANIZATIONS ARE SUBJECT TO CERTAIN RESERVED POWERS, WHICH PROVIDE THAT THE SOLE MEMBER OF THE ORGANIZATION MUST APPROVE CERTAIN DECISIONS, INCLUDING BUT NOT LIMITED TO MATTERS CONCERNING THE SALE OR PURCHASE OF REAL OR PERSONAL PROPERTY, CAPITAL BUDGETS, STRATEGIC PLANNING, INVESTMENTS, AND CORPORATE GOVERNANCE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $765,217 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $765,217 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | OTHER ACTIVITIES THE EXPENSES INCURRED BY THE ORGANIZATION FOR LOBBYING ACTIVITIES REFLECTS THE TOTAL EXPENDITURES FOR LOBBYING EFFORTS ON BEHALF OF SUBSTANTIALLY ALL SUBSIDIARIES AND AFFILIATES. THESE EXPENSES INCLUDED A PORTION OF THE COMPENSATION EXPENSE FOR SEVERAL EMPLOYEES IN THE GOVERNMENT AFFAIRS DEPARTMENT OF THE ORGANIZATION WHO ARE INVOLVED IN LOBBYING ACTIVITIES AS WELL AS THE AMOUNTS PAID TO OUTSIDE ADVOCACY AND CONSULTING GROUPS FOR THEIR LOBBYING ACTIVITIES ON BEHALF OF THE ORGANIZATION. THE LOBBYING WORK RELATED TO HEALTHCARE POLICY ISSUES AT THE FEDERAL LEVEL AS WELL AS WORK IN MARYLAND AND THE DISTRICT OF COLUMBIA. AMONG THE POLICY ISSUES ENCOMPASSED BY THE ORGANIZATION'S LOBBYING EFFORTS WERE HEALTH CARE COVERAGE FOR THE UNINSURED AND UNDER-INSURED, EMERGENCY PREPAREDNESS, REIMBURSEMENT POLICIES, EMPLOYMENT PRACTICES, HEALTH REFORM, AND OTHER KEY ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,164,963 | OtherCostOrOtherBasisAmt |
| Book Value | $1,164,963 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,738,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $773,916 | DepreciationAmt |
| Book Value | $964,182 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,994,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,158,677 | DepreciationAmt |
| Book Value | $8,835,470 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,769,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,347,743 | DepreciationAmt |
| Book Value | $4,421,978 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,683,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $570,707 | DepreciationAmt |
| Book Value | $5,112,400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,498,993 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PNC POOL AND OTHER UNR. FUNDS | $1,411,242,318 | F |
| INVESTMENT IN AFFILIATES | $446,876,367 | F |
| BOARD DESIGNATED/OTHER RESTR. | $51,481,790 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,909,600,475 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION ASSET | $126,797,017 |
| OPERATING LEASE ASSET | $45,510,593 |
| ESCROW/LT DEPOSITS | $3,075,129 |
| CASH SURRENDER VALUE - INS | $1,500,000 |
| WORKERS COMP FUNDS | $1,424,086 |
| OTHER ASSETS | $11,310,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $189,616,968 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $127,989,151 |
| PENSION LIABILITY | $103,324,145 |
| GU 2017 APA LT LIABILITY | $96,356,790 |
| OPERATING LEASE LIABILITY | $54,671,572 |
| PROFESSIONAL LIAB. IBNR | $22,648,615 |
| L/T LIABILITY - SWAP | $1,887,509 |
| OTHER LIABILITIES | $50,516,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $457,394,326 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FIN 48 FOOTNOTE INCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THEIR RESPECTIVE TAX BASES AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. ANY CHANGES TO THE VALUATION ALLOWANCE ON THE DEFERRED TAX ASSET ARE REFLECTED IN THE YEAR OF CHANGE. THE CORPORATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE FASB ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. THERE WAS NO LIABILITY RECORDED FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2022. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $283,813,166 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $283,813,166 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $283,813,166 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| LEONARDTOWN GRANTS LLC (WAS KERRI THOMPSON FRANK DBA THE MAD STUDIO) | ||||||||
| 21390 LITTLE SAINT ANNES LANE | LEONARDTOWN | MD | 20650 | GRANTS CONSULTANT | 0 | $24,198,484 | $744,563 | $23,453,921 |
| SHEILA M WELLS | ||||||||
| 702 THRONWOOD COURT | TOWSON | MD | 21286 | GRANTS CONSULTANT | 0 | $1,880,990 | $74,006 | $1,806,984 |
| LISA RAYMOND | ||||||||
| 3901 FESSENDEN ST NW | WASHINGTON | DC | 20016 | GRANTS CONSULTANT | 0 | $125,000 | $102,000 | $23,000 |
| DIFFSTRAT COMPANIES INC (ADVANCEMET RESOURCES) | ||||||||
| 3950 RIVER RIDGE DRIVE NESTE A | CEDAR RAPIDS | IA | 52404 | EDUCATIONAL SESSIONS AT ENTITES FOR PHILANTHROPY STAFF, PHYS | 0 | $0 | $356,000 | -$356,000 |
| MPK&D | ||||||||
| 3114 HARFOD ROAD | HYDES | MD | 21082 | PHILANTHROPY CONSULTANT | 0 | $0 | $227,472 | -$227,472 |
| MCALLISTER & QUINN LLC | ||||||||
| 1030 15TH STREET NW SUITE 590 WEST | WASHINGTON | DC | 20005 | GRANTS CONSULTANT | 0 | $0 | $109,515 | -$109,515 |
| THORN RUN PARTNERS LLC | ||||||||
| 100 M STREET SE SUITE 750 | WASHINGTON | DC | 20003 | GRANTS CONSULTANT | 0 | $0 | $109,500 | -$109,500 |
| DONALD DUNN | ||||||||
| 2115 WISCONSIN AVE SUITE 500 | WASHINGTON | DC | 20007 | COVER 50% COST SHARE FOR DONALD DUNN, SENIOR ASSOCIATE VICE | 0 | $0 | $222,032 | -$222,032 |
| ORR GROUP INC | ||||||||
| 3000 K STREET NW SUITE E280 | WASHINGTON | DC | 20007 | PHILANTHROPY CONSULTANT | 0 | $0 | $200,000 | -$200,000 |
| SCOTT FRIEDRICH | ||||||||
| 5417 VERMEER LANE | BOZEMAN | MT | 59718 | PHILANTHROPY CONSULTANT | 0 | $0 | $79,025 | -$79,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $26,204,474 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $2,224,113 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $23,980,361 | TotalNetToOrganizationAmt |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE PROFESSIONAL FUNDRAISING EXPENSES INCURRED AT MEDSTAR HEALTH, INC. ARE FOR THE USE AND BENEFIT OF EACH HOSPITAL AND FOUNDATION IN THE MEDSTAR SYSTEM. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGETOWN UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37TH AND O STREETS NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 530196603 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $13,994,281 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORTING THE SCHOOL OF MEDICINE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MEDSTAR'S GRANT MONITORING PROCEDURE BRINGS TOGETHER ALL KEY PERSONNEL INVOLVED IN THE GRANT AT THE ONSET OF THE AWARD TO DISCUSS MANAGEMENT, RESPONSIBILITIES, BUDGETS, AND REPORTING. THIS INITIAL MEETING IS DOCUMENTED AND DISBURSED TO ALL INVOLVED. THE ACTUAL GRANT MONITORING IS DONE BY THE HOSPITAL DEPARTMENT IMPLEMENTING THE GRANT. MEDSTAR CORPORATE'S GRANTS AND PHILANTHROPY DEPARTMENT ENSURES THAT EACH GRANT HAS A COST CENTER AND/OR GRANT ACCOUNT SET UP BASED ON THE TERMS OF THE GRANT AWARD. MEDSTAR CORPORATE'S GRANTS AND PHILANTHROPY DEPARTMENT ALSO TRACKS AND REMINDS HOSPITAL DEPARTMENTS WHEN PROGRESS REPORTS ARE DUE THROUGOUT THE LIFE OF THE GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH A SAMET | ||||||||||||||
| CEO AND PRESIDENT | $2,030,199 | $0 | $7,462,050 | $0 | $6,279,147 | $0 | $59,518 | $0 | $36,769 | $0 | $15,867,683 | $0 | $0 | $0 |
| MICHAEL J CURRAN | ||||||||||||||
| EVP & CAO | $870,771 | $0 | $6,900,679 | $0 | $939,260 | $0 | $13,958 | $0 | $19,621 | $0 | $8,744,289 | $0 | $0 | $0 |
| STEPHEN EVANS MD | ||||||||||||||
| EVP | $1,027,211 | $0 | $1,216,876 | $0 | $1,422,000 | $0 | $19,523 | $0 | $40,575 | $0 | $3,726,185 | $0 | $0 | $0 |
| M JOY DRASS MD | ||||||||||||||
| EVP | $1,384,783 | $0 | $1,656,493 | $0 | $0 | $0 | $36,515 | $0 | $20,657 | $0 | $3,098,448 | $0 | $0 | $0 |
| ERIC WAGNER | ||||||||||||||
| EVP | $897,940 | $0 | $1,069,829 | $0 | $1,000,000 | $0 | $32,244 | $0 | $41,028 | $0 | $3,041,041 | $0 | $0 | $0 |
| OLIVER M JOHNSON II | ||||||||||||||
| EVP | $811,841 | $0 | $895,797 | $0 | $900,000 | $0 | $8,700 | $0 | $33,103 | $0 | $2,649,441 | $0 | $0 | $0 |
| SUSAN NELSON | ||||||||||||||
| EVP & CFO | $858,652 | $0 | $1,014,455 | $0 | $0 | $0 | $8,700 | $0 | $34,863 | $0 | $1,916,670 | $0 | $0 | $0 |
| LEIGH ANN CURL MD | ||||||||||||||
| DIRECTOR | $0 | $1,371,018 | $0 | $249,824 | $0 | $750 | $0 | $8,700 | $0 | $21,745 | $0 | $1,652,037 | $0 | $0 |
| DEBI KUCHKA-CRAIG | ||||||||||||||
| SVP | $427,185 | $0 | $414,168 | $0 | $502,585 | $0 | $22,476 | $0 | $31,299 | $0 | $1,397,713 | $0 | $0 | $0 |
| LORETTA WALKER | ||||||||||||||
| SVP | $662,990 | $0 | $668,565 | $0 | $0 | $0 | $8,700 | $0 | $30,411 | $0 | $1,370,666 | $0 | $0 | $0 |
| JEFFREY MATTON | ||||||||||||||
| SVP | $624,686 | $0 | $595,431 | $0 | $0 | $0 | $20,349 | $0 | $32,635 | $0 | $1,273,101 | $0 | $0 | $0 |
| CHRISTOPHER G KALHORN MD | ||||||||||||||
| DIRECTOR | $922,901 | $0 | $229,989 | $0 | $750 | $0 | $18,665 | $0 | $21,607 | $0 | $1,193,912 | $0 | $0 | $0 |
| SCOTT MACLEAN | ||||||||||||||
| SVP | $551,298 | $0 | $538,739 | $0 | $0 | $0 | $8,700 | $0 | $36,622 | $0 | $1,135,359 | $0 | $0 | $0 |
| ROBERT GILBERT | ||||||||||||||
| PRESIDENT, MEDSTAR AMBULATORY SVCS | $468,492 | $0 | $448,785 | $0 | $0 | $0 | $8,700 | $0 | $34,149 | $0 | $960,126 | $0 | $0 | $0 |
| ALLEN J TAYLOR MD | ||||||||||||||
| DIRECTOR | $625,906 | $0 | $50,000 | $0 | $750 | $0 | $8,700 | $0 | $2,264 | $0 | $687,620 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | SOCIAL CLUB DUES THE ORGANIZATION PAID SOCIAL CLUB DUES FOR ONE OF ITS OFFICERS DURING THIS YEAR. PARTICIPATION IN THESE ACTIVITIES BY THE OFFICER WAS FOR BUSINESS PURPOSES, AND HELPED THE ORGANIZATION FURTHER ITS EXEMPT PURPOSES. FOR THIS INDIVIDUAL, MEDSTAR HEALTH PROVIDED THEM A GROSSED-UP ANNUAL EXECUTIVE BENEFIT ALLOCATION FOR AN AUTOMOBILE ALLOWANCE. |
| SCHEDULE J, PART III | DETAILED BELOW ARE SEVERAL ONE-TIME PAYMENTS TO CERTAIN EXECUTIVES RELATED TO VARIOUS RETIREMENT, RETENTION AND LONG-TERM INCENTIVE PLANS. THESE PLANS AND PAYMENTS ARE NOT A ROUTINE PART OF THE TYPICAL MEDSTAR EXECUTIVE COMPENSATION PROGRAM, AND SUPPORTED IMPORTANT OBJECTIVES OF OUR ORGANIZATION. MR. SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(II) AND (III) INCLUDES A PAYMENT OF $4,215,823, WHICH REPRESENTS BENEFITS ACCRUED THROUGH AN EXECUTIVE RETIREMENT PLAN THAT IS COMPRISED OF TARGET BENEFITS CALCULATED ANNUALLY USING COMPENSATION AND YEARS OF SERVICE, $1,500,823, WHICH REPRESENTS THE EXERCISED VALUE OF OPTION PLAN SHARES, BASED ON DEFERRED COMPENSATION EARNED APPROXIMATELY 20 YEARS AGO AND INVESTMENT RETURNS ON THIS COMPENSATION EARNED OVER THIS PERIOD OF TIME, AND $4,740,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT. MR. CURRAN'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(II) AND (III) INCLUDES $5,591,897, WHICH REPRESENTS BENEFITS ACCRUED THROUGH AN EXECUTIVE RETIREMENT PLAN THAT IS COMPRISED OF TARGET BENEFITS CALCULATED ANNUALLY USING COMPENSATION AND YEARS OF SERVICE, $380,369, WHICH REPRESENTS THE EXERCISED VALUE OF OPTION PLAN SHARES, BASED ON DEFERRED COMPENSATION EARNED APPROXIMATELY 20 YEARS AGO AND INVESTMENT RETURNS ON THIS COMPENSATION EARNED OVER THIS PERIOD OF TIME, AND $400,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT. DR. EVANS' OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES $1,422,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT. MR. JOHNSON'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES $900,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT. MS. KUCHKA-CRAIG'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(II) AND (III) INCLUDES $127,585, WHICH REPRESENTS THE EXERCISED VALUE OF OPTION PLAN SHARES, BASED ON DEFERRED COMPENSATION EARNED APPROXIMATELY 20 YEARS AGO AND INVESTMENT RETURNS ON THIS COMPENSATION EARNED OVER THIS PERIOD OF TIME, AND $375,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT. MR. WAGNER'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES $1,000,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DISTRICT OF COLUMBIA | ||||||||
| A | 536001131 | 2548393Y7 | 2008-05-15 | $283,137,426 | CURRENT REFUND BOND ISSUED 1998 | Yes (1) | 0 | 0 |
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| B | 520936091 | 574218DY6 | 2011-11-17 | $47,805,502 | CURRENT REFUND BANK DEBT | Yes (1) | 0 | 0 |
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| C | 520936091 | 571518DV2 | 2011-11-17 | $15,007,204 | ADVANCE REFUND BOND ISSUED 2002 | 0 | 0 | 0 |
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| D | 520936091 | 574218DY6 | 2011-11-17 | $15,206,131 | CURRENT REFUND BOND ISSUED 2009 | Yes (1) | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $78,650,000 | $111,800,000 | $283,137,423 | $283,137,423 | 1998 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $13,230,000 | $29,625,000 | $47,805,502 | $47,171,175 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) | $634,328 |
| C | $12,210,000 | $15,007,304 | $14,826,474 | 2003 | 0 | Yes (1) | Yes (1) | Yes (1) | $180,830 | |
| D | $3,180,000 | $10,430,000 | $15,206,131 | $15,003,890 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | $202,240 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.01180 | 0.01180 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00050 | 0.00050 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2C, COLUMNS B, C, & D (SET 1): | REBATE COMPUTATIONS AS OF JULY 10, 2021 PART II, COLUMN B (SET 2): LINES 3, 5, AND 10: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS. |
| PART IV, LINE 2C, COLUMNS B AND C (SET 2): | REBATE COMPUTATIONS AS OF JUNE 30, 2022 PART IV, LINE 2C, COLUMN D (SET 2): REBATE COMPUTATIONS AS OF JULY 1, 2022 PART II, COLUMN B (SET 3): LINES 3, 5, 10, AND 12: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS. PART IV, LINE 2C, COLUMNS A (SET 3): REBATE COMPUTATIONS AS OF JULY 1, 2021 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| A | 520936091 | 999999999 | 2012-06-27 | $38,620,000 | CURRENT REFUND BOND ISSUED 1998 | 0 | 0 | 0 |
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| B | 520936091 | 574128NS8 | 2013-03-21 | $75,951,460 | HOSPITAL CAPITAL EXPENDITURES | 0 | 0 | 0 |
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| C | 520936091 | 574218NU2 | 2013-03-21 | $52,709,030 | CURRENT REFUND BOND ISSUED 1998 | 0 | 0 | 0 |
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| D | 520936091 | 574218PJ6 | 2013-05-21 | $159,366,620 | ACQUISITION OF SOUTHERN MD HOSP | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $31,555,000 | $38,620,000 | $38,620,000 | 1998 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $5,180,000 | $76,180,248 | 2017 | 0 | 0 | Yes (1) | Yes (1) | $5,244,775 | $934,175 | $69,986,735 | |
| C | $52,709,030 | $52,089,133 | 1998 | Yes (1) | 0 | Yes (1) | Yes (1) | $619,896 | |||
| D | $159,366,620 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) | $1,376,620 | $157,990,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| B | 0 | 0 | 0 | 0 | 0.00210 | 0.00210 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| A | 520936091 | 574218VB6 | 2015-02-11 | $410,753,755 | REFUND BOND ISSUED 98, 04, 07 | 0 | 0 | 0 |
| MD HIGHER EDUCATIONAL FACILITIES AUTH | ||||||||
| B | 520936091 | 5742182R3 | 2017-06-29 | $427,566,974 | SURG PAVILION AND HOSP EXPENSE | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $37,625,000 | $410,753,755 | $2,851,566 | $407,902,189 | 2010 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | |||
| B | $445,016,442 | $3,438,818 | 0 | 0 | 0 | Yes (1) | $67,737,451 | $373,840,174 | $109,306,799 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00800 | 0.00800 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CERASOLI STAFFORD LLC DBA CSBIMPACT | |||
| SEE PART V | $4,953,996 | MEDIA MANAGEMENT/PROFESSIONAL SERVICES | 0 |
| TRANS TIME EXPRESS | |||
| SEE PART V | $553,694 | COURIER DELIVERY SERVICES | 0 |
| ERNST & YOUNG LLC | |||
| SEE PART V | $674,659 | CONSULTING SERVICES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING ARE SUBSTANTIAL CONTRIBUTORS (IN EXCESS OF $5,000) THAT ALSO PROVIDED SERVICES TO MEDSTAR HEALTH, INC. VALUED IN EXCESS OF $100,000: SUBSTANTIAL CONTRIBUTORS, TRANS TIME EXPRESS, CERASOLI STAFFORD LLC, AND ERNST & YOUNG, LLC. PER MEDSTAR'S CONFLICT OF INTEREST POLICY, THESE TRANSACTIONS ARE AT ARMS-LENGTH FOR FAIR MARKET VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION | . MEDSTAR HEALTH, INC. (MEDSTAR HEALTH) IS THE PARENT AND CONTROLLING ENTITY FOR A $7.3 BILLION, NOT-FOR-PROFIT HEALTH SYSTEM DEDICATED TO CARING FOR PEOPLE IN MARYLAND AND THE WASHINGTON, D.C., REGION (COMPRISING BALTIMORE CITY, ELEVEN COUNTIES IN MARYLAND, THE DISTRICT OF COLUMBIA, AND NORTHERN VIRGINIA). THROUGH THE COMBINATION OF ACADEMIC MEDICINE, RESEARCH AND INNOVATION ACROSS A COMPREHENSIVE SPECTRUM OF CLINICAL SERVICES, MEDSTAR HEALTH'S MORE THAN 32,100 ASSOCIATES AND 4,000 AFFILIATED PHYSICIANS SERVE MORE THAN 1,350,000 PATIENTS AND FAMILIES ANNUALLY. THROUGH MEDSTAR HEALTH HOSPITALS, OUTPATIENT FACILITIES, PHYSICIAN PRACTICES, AND OTHER HEALTH-RELATED ENTITIES, PATIENTS AND FAMILIES HAVE ACCESS TO A BROAD CONTINUUM OF SERVICES INCLUDING: ACUTE, TRAUMA & SURGERY, ADULT BURN CARE, AMBULATORY & URGENT CARE, CLINICAL RESEARCH & INNOVATION, EMERGENCY SERVICES, HEALTH & WELLNESS SCREENINGS, HOME HEALTH & HOSPICE, MANAGED CARE, MEDICAL EDUCATION, MEDICAL TRANSPORTATION, NURSING HOME & SENIOR LIVING SUPPORT, PALLIATIVE CARE, PHARMACY, PHYSICAL THERAPY & REHABILITATION, PRIMARY, SPECIALTY & SURGICAL CARE, RADIATION & INFUSION THERAPY, AND TELEHEALTH. . AS THE MEDICAL EDUCATION AND CLINICAL PARTNERS OF GEORGETOWN UNIVERSITY, MEDSTAR HEALTH HAS ONE OF THE LARGEST MEDICAL EDUCATION PROGRAMS IN THE COUNTRY WITH MORE THAN 1,100 MEDICAL RESIDENTS/FELLOWS AND TRAINS MORE THAN 600 NURSING RESIDENTS ANNUALLY. . MEDSTAR HEALTH OFFERS A MULTITUDE OF SPECIALTY SERVICES, LEADING THE MARKET ACROSS OUR STRATEGIC FOCUS AREAS IN HEART & VASCULAR, NEUROSCIENCES, TRANSPLANT, ORTHOPAEDICS, GASTROENTEROLOGY, AND CANCER CARE. ADDITIONAL SPECIALTY SERVICES INCLUDE HAND SURGERY, MINIMALLY INVASIVE SURGERY, NEONATAL INTENSIVE CARE, SHOCK/TRAUMA, BURN CARE, STROKE CARE, BEHAVIORAL HEALTH, REHABILITATION, AND WOMEN'S HEALTH. . MEDSTAR HEALTH RESEARCH INSTITUTE, THE RESEARCH ARM FOR MEDSTAR HEALTH, RANKS IN THE TOP 20% OF RECIPIENTS OF RESEARCH FUNDING FROM THE FEDERAL GOVERNMENT (APPROXIMATELY 1,000 OPEN CLINICAL RESEARCH STUDIES AND MORE THAN $50 MILLION IN EXTERNAL FUNDING), AND PROVIDES SCIENTIFIC, ADMINISTRATIVE, AND REGULATORY SUPPORT FOR RESEARCH PROGRAMS THAT COMPLEMENT THE KEY CLINICAL SERVICES AND TEACHING PROGRAMS IN ALL HOSPITALS ACROSS THE SYSTEM. . IN FISCAL YEAR 2022, MEDSTAR HEALTH HOSPITALS HAD APPROXIMATELY 118,500 INPATIENT ADMISSIONS AND 6,014,300 OUTPATIENT VISITS THAT INCLUDED APPROXIMATELY 418,000 EMERGENCY DEPARTMENT VISITS. . OPERATING MEDSTAR HEALTH HOME CARE, THE LARGEST HOME CARE SERVICES PROVIDER IN THE REGION, APPROXIMATELY 338,000 VISITS WERE COMPLETED IN FISCAL YEAR 2022. . MEDSTAR FAMILY CHOICE, THE SYSTEM'S MEDICAID MANAGED CARE COMPANY, ENROLLED APPROXIMATELY 179,200 MEMBERS LIVING IN MARYLAND AND WASHINGTON, D.C. AS OF JUNE 30, 2022. . SINCE MARCH 2020, MEDSTAR HEALTH HAS CARED FOR 1 IN 4 COVID-19 PATIENTS IN THE REGION. OPERATING AS ONE MEDSTAR AND ALIGNING WITH GUIDANCE FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) AND LOCAL DEPARTMENTS OF HEALTH, MEDSTAR HEALTH COVID-19 PREPARATIONS AND RESPONSE CONTINUE TO BE GUIDED BY THREE CRITICAL DRIVERS: PROVIDE A SAFE CARE ENVIRONMENT FOR PATIENTS AND ASSOCIATES; MITIGATE COMMUNITY SPREAD OF COVID-19; AND ENSURE OPERATIONAL CONTINUITY TO FULFILL OUR CORE MISSION OF CARING FOR OUR COMMUNITIES. . THESE EFFORTS HAVE EVOLVED AND TRANSITIONED IN MULTIPLE WAYS THROUGHOUT THE DURATION OF THE COVID-19 PANDEMIC, LEADING TO A NUMBER OF INTEGRATED CARE APPROACHES IN PLACE TODAY: UTILIZATION OF MEDSTAR HEALTH URGENT CARE, MEDSTAR EVISIT AND OUR DIGITAL CAPABILITIES TO CREATE ACCESS, TESTING SITES, TELEHEALTH FOR PRIMARY CARE AND FOLLOW-UP VISITS; EXPANDED MANAGEMENT OF CARE CONTINUUM NEEDS FOR PATIENTS THROUGH MEDSTAR HEALTH HOME CARE; EXECUTION OF INNOVATIVE LABORATORY APPROACHES INTEGRATED WITH OCCUPATIONAL HEALTH TO BETTER SUPPORT ASSOCIATES MANAGING THROUGH COVID-19 EXPOSURES; DEPLOYMENT OF COMMUNITY MOBILE UNITS AND CLINICS FOR COVID-19 VACCINATIONS/BOOSTERS; INCREASED MANAGEMENT OF SUPPLY AND ACQUISITION OF PERSONAL PROTECTIVE EQUIPMENT (PPE), N95 RESPIRATORS, COVID-19 VACCINES AND BOOSTERS; REINFORCEMENT OF A MANDATORY COVID-19 VACCINATION POLICY RESULTING IN COMPLIANCE OF 99% OF ASSOCIATES AND PHYSICIANS; AND ADMINISTRATION OF MORE THAN 36,800 COVID-19 VACCINATIONS/BOOSTERS TO MEDSTAR HEALTH ASSOCIATES AND PHYSICIANS AND MORE THAN 74,500 TO PATIENTS ACROSS THE REGION IN FY 2022. |
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS FOR REVIEWING FORM 990 THE PROCESS FOR REVIEWING THE FORM 990 INCLUDED EDUCATION AND TRANSPARENCY. SENIOR FINANCIAL EXECUTIVES, WORKING WITH INDEPENDENT OUTSIDE EXPERTS, THOROUGHLY REVIEWED FORM 990 AND ACCOMPANYING INSTRUCTIONS. IN ADDITION, SENIOR EXECUTIVES REVIEWED THE RELEVANT SECTIONS OF THE FORM 990 WITH THE FOLLOWING COMMITTEES OF THE ORGANIZATION'S GOVERNING BODY: FINANCE, AUDIT, GOVERNANCE, STRATEGIC PLANNING, AND EXECUTIVE COMPENSATION. FOLLOWING THESE MEETINGS, THE GOVERNING BODY WAS PROVIDED A COPY OF THE FORM 990 IN ITS FINAL FORM AND GIVEN AN OPPORTUNITY TO PROVIDE ANY INPUT OR COMMENTS RELATING TO THE FORM 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST APPOINTMENT OF DIRECTORS TO THE MEDSTAR HEALTH, INC. BOARD (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTIONS OR RELATIONSHIPS THAT WOULD CREATE A CONFLICT OF INTEREST PRIOR TO THEIR APPOINTMENT OR ELECTION. EACH DIRECTOR IS ALSO REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE TO DISCLOSE CONFLICTS AND HAS AN AFFIRMATIVE DUTY TO REPORT OBLIGATIONS IF THEY ARISE DURING THE BOARD YEAR. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH, INC. BOARD OF DIRECTORS WHICH DETERMINES HOW THE CONFLICT SHOULD BE RESOLVED. ANNUAL DISCLOSURES - ALL OFFICERS, DIRECTORS, AND SENIOR MANAGERS. ALL OFFICERS, DIRECTORS AND SENIOR MANAGERS ARE REQUIRED, NOT LESS THAN ANNUALLY, TO COMPLETE A SURVEY OF QUESTIONS CONCERNING ANY TRANSACTIONS OR RELATIONSHIPS WHICH WOULD OR COULD REPRESENT A CONFLICT OF INTEREST. IN THE CASE OF DIRECTORS, SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH, INC. BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. IN THE CASE OF OFFICERS AND SENIOR MANAGERS, THE CONFLICTS ARE REVIEWED BY THE APPROPRIATE SENIOR EXECUTIVE OR MANAGER. ANY CONFLICTS BY THE CEO ARE REVIEWED BY THE MEDSTAR HEALTH, INC. BOARD OF DIRECTORS. IN ADDITION, OFFICERS AND DIRECTORS OF MARYLAND HOSPITALS AND NURSING CENTERS ARE REQUIRED TO ANNUALLY DISCLOSE ADDITIONAL INFORMATION RELATING TO CONFLICTS OF INTEREST AND SUCH DISCLOSURES ARE REPORTED TO THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION PROCESS THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. (THE "COMMITTEE") HAS OVERSIGHT OF THE EXECUTIVE COMPENSATION PROGRAM (THE "PROGRAM") OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES. TOTAL COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES ARE REVIEWED AND APPROVED BY THE COMMITTEE WITH ASSISTANCE AND GUIDANCE FROM AN INDEPENDENT THIRD PARTY ADVISOR. THE MEMBERS OF THE COMMITTEE ARE INDEPENDENT FROM ALL OF THE PARTICIPANTS IN THE PROGRAM. THE MAIN OBJECTIVE OF THE PROGRAM IS TO PROVIDE MARKET COMPETITIVE TOTAL COMPENSATION THAT IS INTERNALLY EQUITABLE AND HAS A STRONG PAY-FOR-PERFORMANCE LINKAGE. PERFORMANCE IS EVALUATED AT THE SYSTEM,OPERATING UNIT, AND INDIVIDUAL LEVELS. THE OVERALL TOTAL COMPENSATION PHILOSOPHY IS MANAGED AT THE 75TH PERCENTILE OF THE COMPETITIVE MARKET FOR COMPARABLE SIZE (NET REVENUE) AND TYPE (TAX-EXEMPT HEALTHCARE ORGANIZATIONS). WHERE APPROPRIATE, ADDITIONAL INDUSTRY DATA IS CONSIDERED (GENERAL BUSINESS AND/OR TAXABLE HEALTHCARE) FOR SELECTED POSITIONS THAT CAN BE RECRUITED FROM OR POTENTIALLY LOST TO THESE INDUSTRIES (E.G., INFORMATION TECHNOLOGY, FINANCE, ETC.). THE COMMITTEE HAS ENGAGED ERNST & YOUNG LLP ("E&Y") TO SERVE AS AN ADVISOR ON THE REASONABLENESS AND COMPETITIVENESS OF THE PROGRAM. IN DETERMINING REASONABLENESS AND COMPETITIVENESS, E&Y REVIEWS MARKET PRACTICES AND TRENDS, AND MAKES RECOMMENDATIONS RELATED TO THE PROGRAM. E&Y UTILIZES INFORMATION FROM CUSTOM SURVEYS, NATIONAL COMPENSATION SURVEYS, PROPRIETARY DATABASES, AND CLIENT EXPERIENCES TO DETERMINE ITS FINAL RECOMMENDATIONS. E&Y PRESENTS THEIR FINDINGS AND RECOMMENDATIONS TO THE COMMITTEE. THE COMMITTEE MAKES THE FINAL DECISIONS ON ALL OF THE COMPENSATION DETERMINATIONS OF THE PROGRAM. ALL DECISIONS MADE BY THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENT AVAILABILITY MEDSTAR HEALTH POSTS ITS ANNUAL FINANCIAL AUDIT AND QUARTERLY FINANCIAL REPORTS TO THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM. THE ORGANIZATION ALSO E-MAILS ITS ANNUAL AND QUARTERLY DISCLOSURES TO HOLDERS OF THE COMPANY'S PUBLICLY TRADED DEBT. THE COMPANY'S GOVERNANCE DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST THROUGH ITS CORPORATE (OR AS APPLICABLE ENTITY) PUBLIC INFORMATION OFFICES. |
| PART VII, SECTION A | COMPENSATION FROM RELATED ORGANIZATION ONE OF THE DIRECTORS LISTED ON PART VII, SECTION A RECEIVES COMPENSATION FROM GEORGETOWN UNIVERSITY, A RELATED ORGANIZATION. PLEASE SEE THE 2020 FORM 990 FOR GEORGETOWN UNIVERSITY FOR ADDITIONAL INFORMATION. |
| FORM 990, PART IX, LINE 11G | PURCHASED PROFESSIONAL SERVICE: PROGRAM SERVICE EXPENSES 17,372,467. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,372,467. CONSULTING FEES: PROGRAM SERVICE EXPENSES 7,764,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,764,380. SUBSIDY EXPENSE - INTERCOMPANY: PROGRAM SERVICE EXPENSES 8,050,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,050,064. MISC FIXED PURCH SRVCS: PROGRAM SERVICE EXPENSES 1,233,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,233,527. LAB SERVICES: PROGRAM SERVICE EXPENSES 731,102. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 731,102. TESTING & DIAGNOSTIC SERVICES: PROGRAM SERVICE EXPENSES 224,214. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,214. MEDICAL SERVICE FEES: PROGRAM SERVICE EXPENSES 92,576. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,576. PRINTING SERVICES: PROGRAM SERVICE EXPENSES 38,085. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,085. MISC FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 795,451. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 795,451. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFERS -762,451,579. ADD'L MIN PEN LIAB 40,557,575. INCOME TAX PROVISION -2,581,869. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| MEDSTAR SPORTSHEALTH LLC | |||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | HEALTHCARE | MD | $0 | $0 | MEDSTHEALTH | |
| MEDSTAR LLC | |||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | SUPPORT ORG | MD | $0 | $0 | MEDSTHEALTH | 453113462 |
| MEDSTAR SOUTHERN MD MANAGEMENT LLC | |||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | SUPPORT ORG | MD | $0 | $0 | MEDSTHEALTH | 462700536 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHURCH HOME CORPORATION | ||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 237374724 | MEDICAL FUND | MD | 501(C)(3) | PF | N/A | Yes (1) |
| FRANKLIN SQUARE HOSPITAL CENTER INC | ||||||||||
| 9000 FRANKLIN SQUARE DRIVE | BALTIMORE | MD | 21237 | 520608007 | HOSPITAL | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| HARBOR HOSPITAL INC | ||||||||||
| 3001 SOUTH HANOVER STREET | BALTIMORE | MD | 21225 | 520491660 | HOSPITAL | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| MONTGOMERY GENERAL HOSPITAL | ||||||||||
| 18101 PRINCE PHILIP DRIVE | OLNEY | MD | 20832 | 520646893 | HOSPITAL | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| THE GOOD SAMARITAN HOSPITAL OF MARYLAND | ||||||||||
| 5601 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | 520591607 | HOSPITAL | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| THE UNION MEMORIAL HOSPITAL | ||||||||||
| 201 EAST UNIVERSITY PARKWAY | BALTIMORE | MD | 21218 | 520591685 | HOSPITAL | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| MEDSTAR HEALTH RESEARCH INSTITUTE | ||||||||||
| 108 IRVING STREET NW | WASHINGTON | DC | 20010 | 526056274 | HOSPITAL | DC | 501(C)(3) | 4 | N/A | Yes (1) |
| THE MEDSTAR-GEORGETOWN MEDICAL CENTER I | ||||||||||
| HOPSITAL ADMIN 1 MAIN BLDG | WASHINGTON | DC | 20007 | 522218584 | HOSPITAL | DC | 501(C)(3) | 3 | N/A | Yes (1) |
| WASHINGTON HOSPITAL CENTER CORPORATION | ||||||||||
| 110 IRVING STREET NW | WASHINGTON | DC | 20010 | 521272129 | HOSPITAL | DC | 501(C)(3) | 3 | N/A | Yes (1) |
| HH MEDSTAR HEALTH INC | ||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521542230 | MEDICAL SVCS | MD | 501(C)(3) | 12C III | N/A | Yes (1) |
| MEDSTAR AMBULATORY SERVICES INC | ||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521132992 | ADMIN SVCS | MD | 501(C)(3) | 12C III | N/A | Yes (1) |
| BAY LIFE SERVICES INC | ||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521496539 | MENTAL HEALTH | MD | 501(C)(3) | 10 | N/A | Yes (1) |
| CHURCH HOME AND HOSPITAL OF THE CITY OF | ||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 520591600 | MEDICAL FUND | MD | 501(C)(3) | 12A I | N/A | Yes (1) |
| GOOD SAMARITAN NURSING CENTER INC | ||||||||||
| 5601 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | 521672866 | MEDICAL SVCS | MD | 501(C)(3) | 10 | N/A | Yes (1) |
| GS HOUSING INC | ||||||||||
| 5601 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | 521481656 | ELDER HOUSING | MD | 501(C)(3) | 10 | N/A | Yes (1) |
| GS PROPERTIES INC | ||||||||||
| 5601 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | 521429853 | ADMIN SVCS | MD | 501(C)(3) | 12A I | N/A | Yes (1) |
| MEDSTAR HEALTH VISITING NURSES ASSOCIATI | ||||||||||
| 4061 POWDERMILL ROAD | CALVERTON | MD | 20705 | 530196597 | MEDICAL SVCS | MD | 501(C)(3) | 10 | N/A | Yes (1) |
| MEDSTAR VNA HEALTHCARE | ||||||||||
| 4061 POWDERMILL ROAD SUITE 210 | CALVERTON | MD | 20705 | 521458516 | MEDICAL SVCS | MD | 501(C)(3) | 10 | N/A | Yes (1) |
| MGH WOMEN'S BOARD | ||||||||||
| 18101 PRINCE PHILIP DRIVE | OLNEY | MD | 20832 | 526039600 | FOUNDATION | MD | 501(C)(3) | 12C III | N/A | Yes (1) |
| NATIONAL REHABILITATION HOSPITAL | ||||||||||
| 102 IRVING STREET NW | WASHINGTON | DC | 20010 | 521369749 | HOSPITAL | DC | 501(C)(3) | 3 | N/A | Yes (1) |
| NRH REGIONAL REHAB AT OLNEY INC | ||||||||||
| 18101 PRINCE PHILIP DRIVE | OLNEY | MD | 20832 | 522310902 | MEDICAL SVCS | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| SUBURBAN NRH MEDICAL REHABILITATION I | ||||||||||
| 102 IRVING STREET NW | WASHINGTON | DC | 20010 | 521931151 | MEDICAL SVCS | DC | 501(C)(3) | 3 | N/A | Yes (1) |
| THE THOMAS O'NEIL CATHOLIC HEALTH CARE F | ||||||||||
| 5601 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | 521104382 | FOUNDATION | MD | 501(C)(3) | 12D III | N/A | Yes (1) |
| VNA INC | ||||||||||
| 4061 POWDERMILL ROAD SUITE 21 | CALVERTON | MD | 20705 | 521332411 | ADMIN SVCS | MD | 501(C)(3) | 12A I | N/A | Yes (1) |
| WOODBOURNE WOODS INC | ||||||||||
| 5601 LOCH RAVEN BLVD | BALTIMORE | MD | 21239 | 522299070 | ELDER HOUSING | MD | 501(C)(3) | 10 | N/A | Yes (1) |
| HOSPICE OF ST MARY'S INC | ||||||||||
| PO BOX 527 | LEONARDTOWN | MD | 20650 | 522153926 | SUPPORTNG ORG | MD | 501(C)(3) | 12A I | N/A | Yes (1) |
| ST MARY'S HOSPITAL OF ST MARY'S COUNTY | ||||||||||
| 25500 POINT LOOKOUT ROAD | LEONARDTOWN | MD | 20650 | 520619006 | HOSPITAL | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| MEDSTAR SOUTHERN MD HOSPITAL CENTER INC | ||||||||||
| 7503 SURRATTS ROAD | CLINTON | MD | 20735 | 460726303 | HOSPITAL | MD | 501(C)(3) | 3 | N/A | Yes (1) |
| MEDSTAR HEALTH INC AND AFFILIATES MASTER | ||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 467454613 | RETIREMENT TR | MD | 501(A) | N/A | N/A | Yes (1) |
| GEORGETOWN UNIVERSITY | ||||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | 530196603 | EDUCATION | DC | 501(C)(3) | 2 | N/A | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MEDSTAR SHAH MSO LLC | ||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 462700536 | MGMT SVCS | MD | N/A | N/A | 0 | 0 |
| 22590 SHADY COURT LLC | ||||||||||
| 24035 THREE NOTCH ROAD | HOLLYWOOD | MD | 20636 | 473361777 | REAL ESTATE | MD | N/A | N/A | 0 | 0 |
| 24035 THREE NOTCH ROAD LLC | ||||||||||
| 24035 THREE NOTCH ROAD | HOLLYWOOD | MD | 20636 | 473375076 | REAL ESTATE | MD | N/A | N/A | 0 | 0 |
| 37767 MARKET DRIVE LLC | ||||||||||
| 37767 MARKET DRIVE | CHARLOTTE HALL | MD | 20622 | REAL ESTATE | MD | N/A | N/A | 0 | 0 | |
| 26840 POINT LOOKOUT ROAD LLC | ||||||||||
| 24035 THREE NOTCH ROAD | HOLLYWOOD | MD | 20636 | 473393670 | REAL ESTATE | MD | N/A | N/A | 0 | 0 |
| MONTGOMERY COMMUNITY MRI LP | ||||||||||
| 4110 ASPEN HILL ROAD | ROCKVILLE | MD | 20853 | 521534253 | MRI SCREENING | MD | N/A | N/A | 0 | 0 |
| PHYSIOTHERAPY ASSOCIATES NRH REHAB LLC | ||||||||||
| 4714 GETTYSBURG ROAD | MECHANICSBURG | PA | 17055 | 522212036 | PHYSIOTHERAPY | PA | N/A | N/A | 0 | 0 |
| PHYSICIAN IMAGING OF WASHINGTON HOSPITAL CENTER LLC | ||||||||||
| 840 CRESCENT CENTRE DR | FRANKLIN | TN | 37067 | 562616090 | RADIOLOGY SVC | TN | N/A | N/A | 0 | 0 |
| FRANKLIN IMAGING LLC | ||||||||||
| 7253 AMBASSADOR RD | BALTIMORE | MD | 21244 | 521588688 | IMAGING | MD | N/A | N/A | 0 | 0 |
| 10 ST PATRICK'S DRIVE LLC | ||||||||||
| 10 ST PATRICKS DRIVE | WALDORF | MD | 20603 | 832261766 | REAL ESTATE | MD | N/A | N/A | 0 | 0 |
| MEDSTAR ENDOSCOPY CTR AT LUTHERVILLELLC | ||||||||||
| 1300 BELLONA AVE | LUTHERVILLE | MD | 21093 | 823193901 | SURGERY | MD | N/A | N/A | 0 | 0 |
| CAPITAL ENDOSCOPY LLC | ||||||||||
| 6475 NEW HAMPSHIRE AVE | HYATTSVILLE | MD | 20783 | 134244093 | SURGERY | MD | N/A | N/A | 0 | 0 |
| 4240 ALTAMONT PLACE LLC | ||||||||||
| 103 CENTENNIAL STREET SUITE K | LA PLATA | MD | 20646 | 861202310 | REAL ESTATE | MD | N/A | N/A | 0 | 0 |
| MEDSTAR ENDOSCOPY CENTER-SILVER SPRING LLC | ||||||||||
| 12002 VEIRS MILL ROAD | SILVER SPRING | MD | 20906 | 872341245 | SURGERY | MD | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MEDSTAR PHARMACIES INC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521513056 | DRUG SALES | MD | N/A | C | 0 | |||||||
| EXTENCARE INC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521556228 | MEDICAL SVCS | MD | N/A | C | 0 | |||||||
| HELIX RESOURCES MANAGEMENT INC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521913070 | ADMIN SVCS | MD | N/A | C | 0 | |||||||
| HELIXCARE MEDICAL GROUP LLC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521955580 | MEDICAL SVCS | MD | N/A | C | 0 | |||||||
| HELIXCARE PROPERTIES LLC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521966695 | MEDICAL SVCS | MD | N/A | C | 0 | |||||||
| PARKWAY VENTURES INC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521893569 | HOLDING CO. | MD | N/A | C | 0 | |||||||
| PHYSICIANS ADMINISTRATIVE SERVICES INC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 237042074 | BILLING SVCS | MD | N/A | C | 0 | |||||||
| MEDSTAR FAMILY CHOICE INC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 521995521 | MANAGED CARE | MD | N/A | C | 0 | |||||||
| MEDSTAR ENTERPRISES INC | ||||||||||||||||
| 4061 POWDERMILL ROAD SUITE 210 | CALVERTON | MD | 20705 | 522139841 | ADMIN SERVICE | MD | N/A | C | 0 | |||||||
| SITEL INC | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 900753340 | EDUCATIONAL | MD | C | Yes (1) | MEDSTAR HEALTH | 1.00000 | ||||||
| STAR BILLING INC | ||||||||||||||||
| 4061 POWDERMILL ROAD SUITE 210 | CALVERTON | MD | 20705 | 521850113 | BILLING SVCS | MD | N/A | C | 0 | |||||||
| WASHINGTON RISK NETWORK MANAGEMENT INC | ||||||||||||||||
| 4061 POWDERMILL ROAD SUITE 210 | CALVERTON | MD | 20705 | 522132677 | MEDICAL SVCS | MD | N/A | C | 0 | |||||||
| WASHINGTON HOSPITAL CENTER PHYSICIAN HOS | ||||||||||||||||
| 100 IRVING STREET NW | WASHINGTON | DC | 20010 | 521931000 | MEDICAL SVCS | DC | N/A | C | 0 | |||||||
| MEDSTAR PHYSICIAN PARTNERS INC | ||||||||||||||||
| 4061 POWDERMILL ROAD SUITE 210 | CALVERTON | MD | 20705 | 522030809 | MEDICAL SVCS | MD | N/A | C | 0 | |||||||
| FRANKLIN SQUARE DRIVE LAND CONDO ASSOCIA | ||||||||||||||||
| 10980 GRANTCHESTER WAY | COLUMBIA | MD | 21044 | 760756352 | CONDOMINIUMS | MD | N/A | C | 0 | |||||||
| MGH DIVERSIFIED SERVICES INC | ||||||||||||||||
| 18101 PRINCE PHILIP DRIVE | OLNEY | MD | 20832 | 521943602 | MEDICAL SVCS | MD | N/A | C | 0 | |||||||
| ST MARY'S HEALTH ALLIANCE INC | ||||||||||||||||
| 25500 POINT LOOKOUT ROAD | LEONARDTOWN | MD | 20650 | 521930331 | MEDICAL SVCS | MD | N/A | C | 0 | |||||||
| GREENSPRING FINANCIAL INSURANCE LIMITED | ||||||||||||||||
| 980188617 | INSURANCE | C | 0 | MEDSTAR HEALTH | 1.00000 | 878 WEST BAY RD PO BOX 1159 | GRAND CAYMAN | CJ | KY1-1102 | CJ | ||||||
| ST MARY'S CONDO ASSOCIATION | ||||||||||||||||
| 25500 POINT LOOKOUT ROAD | LEONARDTOWN | MD | 20650 | 273377216 | CONDOMINIUMS | MD | N/A | C | 0 | |||||||
| MEDSTAR HEALTH INC - INVESTMENT FUND I | ||||||||||||||||
| 981310273 | INVESTMENTS | C | Yes (1) | MEDSTAR HEALTH | 1.00000 | 103 SOUTH CHURCH ST | GRAND CAYMAN | CJ | KY1-1002 | CJ | ||||||
| MEDSTAR HEALTH MASTER RETIREMENT TRUST | ||||||||||||||||
| 981371657 | INVESTMENTS | N/A | C | 0 | 103 SOUTH CHURCH ST | GRAND CAYMAN | CJ | KY1-1002 | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (20 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BAY LIFE SERVICES INC | ||
| Q | $768,793 | FMV |
| CHURCH HOME CORPORATION | ||
| Q | $74,539 | FMV |
| GS PROPERTIES INC | ||
| Q | $828,187 | FMV |
| HARBOR HOSPITAL INC | ||
| Q | $61,777,845 | FMV |
| MEDSTAR AMBULATORY SERVICES INC | ||
| Q | $33,856,728 | FMV |
| MEDSTAR HEALTH VISITING NURSE ASSOCIATION INC | ||
| Q | $5,109,537 | FMV |
| FRANKLIN SQUARE HOSPITAL CENTER INC | ||
| Q | $225,440,021 | FMV |
| THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC | ||
| Q | $79,468,143 | FMV |
| THE MEDSTAR-GEORGETOWN MEDICAL CENTER INC | ||
| Q | $562,648,044 | FMV |
| MEDSTAR HEALTH RESEARCH INSTITUTE | ||
| Q | $12,816,179 | FMV |
| MONTGOMERY GENERAL HOSPITAL | ||
| Q | $75,064,948 | FMV |
| NATIONAL REHABILITATION HOSPITAL | ||
| Q | $37,916,125 | FMV |
| ST MARY'S HOSPITAL OF ST MARY'S COUNTY INC | ||
| Q | $70,166,371 | FMV |
| MEDSTAR SOUTHERN MD HOSPITAL CENTER INC | ||
| Q | $102,022,779 | FMV |
| THE UNION MEMORIAL HOSPITAL | ||
| Q | $182,204,861 | FMV |
| WASHINGTON HOSPITAL CENTER CORPORATION | ||
| Q | $560,101,783 | FMV |
| REGIONAL REHABITAT AT OLNEY INC | ||
| Q | $147,512 | FMV |
| SUBURBANNRH MEDICAL REHABILITATION INC | ||
| Q | $918,794 | FMV |
| VNAINC | ||
| Q | $2,739,503 | FMV |
| 4240 ALTAMONT PLACE LLC | ||
| D | $1,898,998 | FMV |