STRATEGY STUDIO / PUBLIC DATA EXPLORER

MEDSTAR HEALTH RESEARCH INSTITUTE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MEDSTAR HEALTH RESEARCH INSTITUTE INC (EIN 52-6056274)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-09
IRS object ID
202531299349302638
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T13:51:13-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 BROAD STREET SUITE 900AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526056274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEDSTAR HEALTH RESEARCH INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEDSBusinessNameControlTxt
Phone2028773756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110980 GRANTCHESTER WAY 7TH FLOORAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP210446097ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL BRYANPersonNm
Person TitleVP/TREASURER/CIOPersonTitleTxt
Phone4107726721PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND LYPreparerPersonNm
PTINP01205643PTIN
Phone7032868000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerNEIL WEISSMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1109 IRVING STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$59,461,537GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.MEDSTARRESEARCH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OMEDSTAR HEALTH RESEARCH INSTITUTE IS DEDICATED TO SUPPORTING THE ACADEMIC PLATFORM OF MEDSTAR HEALTH BY CONDUCTING HIGH QUALITY TRANSLATIONAL AND HEALTH SCIENCES RESEARCH THROUGHOUT THE MEDSTAR SYSTEM.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee473TotalEmployeeCnt
Total Volunteers73TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,608,332PYContributionsGrantsAmt
CY Contributions Grants$1,027,990CYContributionsGrantsAmt
PY Program Service Revenue$26,596,748PYProgramServiceRevenueAmt
CY Program Service Revenue$32,474,794CYProgramServiceRevenueAmt
PY Investment Income$395,306PYInvestmentIncomeAmt
CY Investment Income$542,790CYInvestmentIncomeAmt
PY Other Revenue$23,174,023PYOtherRevenueAmt
CY Other Revenue$25,415,963CYOtherRevenueAmt
PY Total Revenue$52,774,409PYTotalRevenueAmt
CY Total Revenue$59,461,537CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$44,510,345PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$47,277,730CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$18,741,665PYOtherExpensesAmt
CY Other Expenses$22,257,948CYOtherExpensesAmt
PY Total Expenses$63,252,010PYTotalExpensesAmt
CY Total Expenses$69,535,678CYTotalExpensesAmt
PY Revenues Less Expenses-$10,477,601PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$10,074,141CYRevenuesLessExpensesAmt
Total Assets BOY$40,740,989TotalAssetsBOYAmt
Total Assets EOY$39,720,621TotalAssetsEOYAmt
Total Liabilities BOY$10,288,713TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,786,602TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$30,452,276NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,934,019NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$31,394,480ExpenseAmt
Revenue$23,446,144RevenueAmt
DescSEE SCHEDULE OTHE MEDSTAR HEALTH RESEARCH INSTITUTE'S HIGHLY QUALIFIED SCIENTISTS AND INVESTIGATORS CONDUCT CUTTING EDGE CLINICAL RESEARCH. THE RESEARCH COVERS MANY AREAS AND TYPES OF RESEARCH ACROSS THE FOLLOWING COMPREHENSIVE RESEARCH NETWORKS: CARDIOVASCULAR, HEALTHCARE DELIVERY, CANCER, MEDICAL AND SURGICAL SERVICES, ORTHOPEDICS AND SPORTS MEDICINE, NEUROSCIENCES, REHABILITATION AND CORE SERVICES. FROM BENCH TO BEDSIDE AND INTO THE COMMUNITY, ASSOCIATES ACROSS THE RESEARCH INSTITUTE WORK TO ADVANCE THE SCIENTIFIC UNDERSTANDING OF DISEASE AND POINT THE WAY TO BETTER AND MORE EFFECTIVE TREATMENTS. AS THE RESEARCH FOCUSED ENTITY OF MEDSTAR HEALTH, THIS IS OUR CONTRIBUTION TO THE HEALING WORK PERFORMED THROUGHOUT THE SYSTEM AND IN THE COMMUNITIES WE SERVE. THE RESEARCH INSTITUTE IS HOME TO MORE THAN 400 INVESTIGATORS AND SCIENTISTS WHO ARE NATIONALLY AND INTERNATIONALLY RECOGNIZED FOR THEIR EXPERTISE IN EPIDEMIOLOGY, HEALTHCARE DELIVERY, HEALTH ECONOMICS, HUMAN FACTORS, MEDICAL ENGINEERING, IMPLEMENTATION SCIENCE, DRUG DEVELOPMENT, PHYSIOLOGY, SOCIAL WORK, AND REHABILITATION. THEY WORK ALONGSIDE CARE TEAMS TO DISCOVER BETTER CLINICAL INTERVENTIONS, SERVE ON EDITORIAL REVIEW BOARDS OF PROMINENT SCIENTIFIC MEDICAL JOURNALS, PRESENT AT NATIONAL MEDICAL AND SCIENTIFIC MEETINGS, AND ADVANCE THE STANDARD OF CARE FOR MEDSTAR HEALTH PATIENTS AND WITHIN THE FIELD OF MEDICINE. THE MEDSTAR HEALTH RESEARCH INSTITUTE IS ALSO HOME TO D.C. SAFE BABIES SAFE MOMS, AN INITIATIVE THAT SEEKS TO USE RESEARCH, EVIDENCE-BASED HEALTHCARE, AND PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE POSITIVE, SUSTAINABLE CHANGE IN MATERNAL AND INFANT HEALTH.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$18,130,851ExpenseAmt
Revenue$17,197,046RevenueAmt
DescSEE SCHEDULE OMEDSTAR HEALTH RESEARCH INSTITUTE'S HEALTHCARE DELIVERY RESEARCH IS RESPONSIBLE FOR COORDINATING AND PERFORMING RESEARCH ON ALL ASPECTS OF HEALTHCARE DELIVERY (QUALITY, SAFETY, ACCESSIBILITY, EQUITY, ETC.) ACROSS THE ENTIRE MEDSTAR HEALTH SYSTEM. SPECIFICALLY, THE RESEARCH IS AIMED TO IMPROVE THE WAY WE DELIVER CARE IN OUR HEALTHCARE FACILITIES AND IN THE COMMUNITY. MUCH OF THE RESEARCH HAS FOCUSED ON USING HUMAN FACTORS ENGINEERING PRINCIPLES, COMMUNITY ENGAGEMENT (SUCH AS HOW TO REDUCE INFANT AND MATERNAL MORTALITY), SAFETY OF ELECTRONIC HEALTH RECORD USE AND IDENTIFYING UNINTENDED CONSEQUENCES, IMPROVED IMPLEMENTATION IN POPULATION HEALTH AND HOW TO ACHIEVE HEALTH EQUITY FOR ALL ASPECTS OF OUR COMMUNITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$15,848,787ExpenseAmt
Revenue$16,641,674RevenueAmt
DescCARDIOVASCULAR RESEARCH IS RESPONSIBLE FOR COORDINATING AND PERFORMING A WIDE VARIETY OF CARDIOLOGY RESEARCH DEDICATED TO DEVELOPING NEW DIAGNOSTIC AND THERAPEUTIC TECHNOLOGIES TO ENHANCE PATIENT CARE AND SAVE LIVES. AREAS OF SPECIALIZATION INCLUDE INTERVENTIONAL CARDIOLOGY DEVICES, CARDIOVASCULAR IMAGING AND APPLICATIONS OF ARTIFICIAL INTELLIGENCE, HEART FAILURE, ARRYTHMIAS AND OUTCOMES RESEARCH.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$65,374,118TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee473EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOEL BRYANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107726721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110980 GRANTCHESTER WAYAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21044ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
SOO Y BANG MSHA
DIRECTOR1.000.00Yes (X)$0$0$0
EDWARD B HEALTON MD
DIRECTOR1.000.00Yes (X)$0$0$0
DEREK GRIFFITH PHD
DIRECTOR1.000.00Yes (X)$0$0$0
SPIROS DIMOLITSAS PHD
DIRECTOR1.000.00Yes (X)$0$0$0
STEPHEN RT EVANS MD
DIRECTOR1.0039.00Yes (X)$0$2,826,175$63,500
SARAH GREENE MPH
CHAIR1.000.00Yes (X)$0$0$0
PRENTICE PARRISH
DIRECTOR1.000.00Yes (X)$0$0$0
ANAND SHAH MD
DIRECTOR1.000.00Yes (X)$0$0$0
STEVEN SMITH MD
DIRECTOR1.000.00Yes (X)$0$0$0
FRED BUTLER JR
DIRECTOR1.000.00Yes (X)$0$0$0
JEFFREY B LEE
DIRECTOR1.000.00Yes (X)$0$0$0
JONATHAN M YOUNG PHD
DIRECTOR1.000.00Yes (X)$0$0$0
PAMELA TENAERTS MD
DIRECTOR1.000.00Yes (X)$0$0$0
TAMIKA AUGUSTE MD
DIRECTOR40.000.00Yes (X)$681,967$0$27,579
NEIL J WEISSMAN MD
PRESIDENT/DIRECTOR40.000.00Yes (X)$1,059,359$0$60,194Yes (X)
WILLIAM GAYNE
TREASURER1.0039.00$0$516,547$27,567Yes (X)
ALLISON RESCHOVSKY
SECRETARY1.0039.00$0$272,197$9,622Yes (X)
FEDERICO ASCH MD
SCIENTIFIC DIRECTOR40.000.00$560,855$0$25,552Yes (X)
RAJ RATWANI PHD
VP SCIENTIFIC AFFAIRS40.000.00$434,100$0$10,959Yes (X)
SETH KREVAT MD
MEDICAL DOCTOR40.000.00$363,172$0$19,465Yes (X)
WILLIAM WEINTRAUB
PHYSICIAN INVESTIGATOR40.000.00$367,313$0$25,952Yes (X)
SUZANNE SIMKOVICH
PHYSICIAN INVESTIGATOR40.000.00$355,270$0$28,040Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,822,036TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,614,919TotReportableCompRltdOrgAmt
Total Other Compensation$298,430TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K110IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
COMMUNITY OF HOPE INC
4 ATLANTIC STREET SWWASHINGTONDC20032PROFESSIONAL SERVICES$783,468
BAYLOR COLLEGE OF MEDICINE
PO BOX 301207DALLASTX753031207CONSULTING SERVICES$539,704
CLINLOGIX LLC
8 SPRING HOUSE INNOVATION PARKLOWER GWYNEDDPA19002PROFESSIONAL SERVICES$402,883
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PROFESSIONAL SERVICES$377,908
UNIVERSITY OF VERMONT
PO BOX 1389WILLISTONVT054951389PROFESSIONAL SERVICES$342,372
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,027,990AllOtherContributionsAmt
Total Contributions$1,027,990TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRESEARCH INCOMEDesc
Business541700BusinessCd
Total Revenue Column$32,474,794TotalRevenueColumnAmt
Related Or Exempt Func Income$32,474,794RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$32,474,794TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,065TotalRevenueColumnAmt
Exclusion$212,065ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$330,725SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$330,725SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$330,725TotalRevenueColumnAmt
Exclusion$330,725ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
FUNDAMENTAL RESEARCH I541700$24,810,070$24,810,070
MISCELLANEOUS REVENUE900099$503,998$503,998
REBATE INCOME900099$101,895$101,895
FieldValueIRS element (for citing)
Other Revenue Total$25,415,963OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$59,461,537TotalRevenueColumnAmt
Related Or Exempt Func Income$57,284,864RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,148,683ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,829,099TotalAmt
Program Services$1,540,947ProgramServicesAmt
Management And General$288,152ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$38,384,558TotalAmt
Program Services$30,705,784ProgramServicesAmt
Management And General$7,678,774ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$659,368TotalAmt
Management And General$659,368ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,796,048TotalAmt
Program Services$6,399,513ProgramServicesAmt
Management And General-$2,603,465ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,608,657TotalAmt
Management And General$2,608,657ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,402,134TotalAmt
Management And General$5,402,134ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,640TotalAmt
Management And General$29,640ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,191,730TotalAmt
Program Services$22,931,984ProgramServicesAmt
Management And General-$11,740,254ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$4,875TotalAmt
Program Services$1,066ProgramServicesAmt
Management And General$3,809ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$264,125TotalAmt
Program Services$201,257ProgramServicesAmt
Management And General$62,868ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$461,716TotalAmt
Program Services$466,647ProgramServicesAmt
Management And General-$4,931ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$199,187TotalAmt
Program Services$175,744ProgramServicesAmt
Management And General$23,443ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$154,251TotalAmt
Program Services$136,749ProgramServicesAmt
Management And General$17,502ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$820,047TotalAmt
Program Services$255ProgramServicesAmt
Management And General$819,792ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$64,448TotalAmt
Management And General$64,448ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MED/SURG SUPPLIES$926,622$929,703-$3,081
MAINTENANCE$496,482$218,851$277,631
UTILITIES$195,763$167,064$28,699
FOOD SERVICE$28,338$221,260-$192,922

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,018,590TotalAmt
Program Services$1,277,294ProgramServicesAmt
Management And General$741,296ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$69,535,678TotalAmt
Program Services$65,374,118ProgramServicesAmt
Management And General$4,161,560ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,300BOYAmt
EOY$7,302EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,879,122BOYAmt
EOY$16,527,074EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$95,472BOYAmt
EOY$220,797EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,193,566LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,406,777LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,169,063BOYAmt
EOY$2,786,789EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$16,676,727BOYAmt
EOY$19,246,981EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,913,305BOYAmt
EOY$931,678EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,740,989BOYAmt
EOY$39,720,621EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$7,200,902BOYAmt
EOY$7,010,963EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,158,490BOYAmt
EOY$2,356,744EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$929,321BOYAmt
EOY$418,895EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,288,713BOYAmt
EOY$9,786,602EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,344,854BOYAmt
EOY$22,954,771EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,107,422BOYAmt
EOY$6,979,248EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,452,276BOYAmt
EOY$29,934,019EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,740,989BOYAmt
EOY$39,720,621EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$10,074,141ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,028,495NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,527,389OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WASHINGTON HOSPITAL CENTER CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,662,855OtherCostOrOtherBasisAmt
Depreciation$4,051,360DepreciationAmt
Book Value$611,495BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$164,624OtherCostOrOtherBasisAmt
Depreciation$130,446DepreciationAmt
Book Value$34,178BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,277,840OtherCostOrOtherBasisAmt
Depreciation$5,214,012DepreciationAmt
Book Value$2,063,828BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$88,247OtherCostOrOtherBasisAmt
Depreciation$10,959DepreciationAmt
Book Value$77,288BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,786,789TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PNC POOL DONOR RESTRICTED$8,110,100F
INV-BOARD DESIGNATED$11,111,608F
WORKERS COMP FUNDS L/T$25,273F
FieldValueIRS element (for citing)
Total Book Value Securities$19,246,981TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LT OPERATING LEASE LIABILITY$150,699
WORKERS COMPENSATION$268,196
FieldValueIRS element (for citing)
Total Liability$418,895TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationINCOME 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, 2024.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN RT EVANS MD
DIRECTOR$0$1,332,096$0$1,494,079$0$0$0$21,798$0$41,702$0$2,889,675$0$0
NEIL J WEISSMAN MD
PRESIDENT/DIRECTOR$578,664$0$480,695$0$0$0$25,112$0$35,082$0$1,119,553$0$0$0
TAMIKA AUGUSTE MD
DIRECTOR$666,000$0$15,967$0$0$0$9,150$0$18,429$0$709,546$0$0$0
FEDERICO ASCH MD
SCIENTIFIC DIRECTOR$483,980$0$76,875$0$0$0$10,335$0$15,217$0$586,407$0$0$0
WILLIAM GAYNE
TREASURER$0$348,922$0$167,625$0$0$0$9,150$0$18,417$0$544,114$0$0
RAJ RATWANI PHD
VP SCIENTIFIC AFFAIRS$351,322$0$82,778$0$0$0$9,150$0$1,809$0$445,059$0$0$0
WILLIAM WEINTRAUB
PHYSICIAN INVESTIGATOR$367,313$0$0$0$0$0$9,150$0$16,802$0$393,265$0$0$0
SUZANNE SIMKOVICH
PHYSICIAN INVESTIGATOR$334,270$0$21,000$0$0$0$7,747$0$20,293$0$383,310$0$0$0
SETH KREVAT MD
MEDICAL DOCTOR$363,172$0$0$0$0$0$9,150$0$10,315$0$382,637$0$0$0
ALLISON RESCHOVSKY
SECRETARY$0$228,180$0$44,017$0$0$0$8,035$0$1,587$0$281,819$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 4BFEDERICO ASCH, M.D. AND SUZANNE SIMKOVICH PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DESCRIBED IN SECTION 457(F) DURING THIS YEAR.
SCHEDULE J, PART IIIWILLIAM GAYNE'S COMPENSATION IS FOR SERVICES PROVIDED AS CFO TO BOTH MEDSTAR WASHINGTON HOSPITAL CENTER AND MEDSTAR HEALTH RESEARCH INSTITUTE. ALLISON RESCHOVSKY'S COMPENSATION IS FOR SERVICES PROVIDED AS ATTORNEY TO MEDSTAR-GEORGETOWN MEDICAL CENTER, MEDSTAR HEALTH RESEARCH INSTITUTE, AND NATIONAL REHABILITATION HOSPITAL.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:MEDSTAR HEALTH RESEARCH INSTITUTE (THE RESEARCH INSTITUTE) IS THE RESEARCH ARM FOR MEDSTAR HEALTH, PROVIDING SCIENTIFIC, ADMINISTRATIVE, AND REGULATORY SUPPORT FOR RESEARCH PROGRAMS THAT COMPLEMENT THE KEY CLINICAL SERVICES AND TEACHING PROGRAMS IN ALL HOSPITALS IN THE SYSTEM. THE RESEARCH INSTITUTE SUPPORTS CLINICAL RESEARCH PERFORMED BY ATTENDING MEDICAL STAFF, AND FULL-TIME RESEARCH INVESTIGATORS. THE RESEARCH INSTITUTE AND ITS INVESTIGATORS PROVIDE PATIENTS ACCESS TO THE LATEST CLINICAL TRIALS, CUTTING-EDGE DIAGNOSTICS, AND INNOVATIVE THERAPIES WHILE DISCOVERING NEW WAYS TO TREAT PEOPLE THROUGH HEALTH SERVICES AND CLINICAL RESEARCH. WITH MORE THAN 1,000 ACTIVE RESEARCH STUDIES AND CLINICAL TRIALS CONDUCTED ACROSS 40 DIFFERENT CARE SITES AND 900 PEER-REVIEWED PUBLICATIONS IN FISCAL YEAR 2024, THE RESEARCH INSTITUTE'S PORTFOLIO INCLUDES CLINICAL AND INVESTIGATIVE WORK ACROSS CLINICAL SERVICE LINES INCLUDING CARDIOVASCULAR, ONCOLOGY, DIABETES, ORTHOPAEDICS, NEUROLOGY, GASTROENTEROLOGY, REHABILITATION, CRITICAL CARE, WOMEN'S HEALTH, HEALTHCARE QUALITY AND PATIENT SAFETY.
FORM 990, PART VI, SECTION A, LINE 6ORGANIZATION MEMBERS THE ORGANIZATION IS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC., OR ONE OF ITS AFFILIATES AND SUBSIDIARIES, IS THE SOLE MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ADESCRIPTION OF MEMBERS AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., THE ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE ORGANIZATION'S GOVERNING BODY. ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. THE BOARD OF MEDSTAR HEALTH, INC. HAS DELEGATED CERTAIN APPROVAL AUTHORITY TO THE GOVERNANCE COMMITTEE AND THE PRESIDENT & CEO OF MEDSTAR HEALTH, INC.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS OF GOVERNING BODY AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., THE BYLAWS OF THE ORGANIZATION 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.
FORM 990, PART VI, SECTION B, LINE 11BPROCESS 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 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 12CCONFLICT OF INTEREST POLICY ENFORCEMENT APPOINTMENT OF BOARDS OF DIRECTORS: MEDSTAR HEALTH (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS, PRIOR TO THEIR APPOINTMENT OR ELECTION, TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTION WITH MEDSTAR THAT WOULD RESULT IN A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. ANNUAL DISCLOSURES - 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. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED.
FORM 990, PART VI, SECTION B, LINE 15EXECUTIVE 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 19FINANCIAL STATEMENTS 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.
FORM 990, PART IX, LINE 11GSUBCONTRACTORS-RESEARCH: PROGRAM SERVICE EXPENSES 4,837,653. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,837,653. PURCHASED PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 3,289,208. MANAGEMENT AND GENERAL EXPENSES -103,283. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,185,925. TESTING & DIAGNOSTIC SERVICES: PROGRAM SERVICE EXPENSES 609,715. MANAGEMENT AND GENERAL EXPENSES 41,409. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 651,124. CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,095,485. MANAGEMENT AND GENERAL EXPENSES 269,409. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,364,894. PATIENT INCENTIVES: PROGRAM SERVICE EXPENSES 562,378. MANAGEMENT AND GENERAL EXPENSES -847. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 561,531. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 75,506. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,506. INDIRECT ADMIN ALLOCATION: PROGRAM SERVICE EXPENSES 11,674,318. MANAGEMENT AND GENERAL EXPENSES -11,785,596. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -111,278. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 787,721. MANAGEMENT AND GENERAL EXPENSES -161,346. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 626,375.
FORM 990, PART XI, LINE 9:EQUITY TRANSFERS 7,597,001. INCOME TAX PROVISION -69,612.
FORM 990, PART XII, LINE 2CMEDSTAR HEALTH RESEARCH INSTITUTE IS PART OF MEDSTAR HEALTH, INC. AND SUBJECT TO OVERSIGHT BY THE AUDIT COMMITTEE OF MEDSTAR HEALTH.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CHURCH HOME CORPORATION
10980 GRANTCHESTER WAYCOLUMBIAMD21044237374724MEDICAL FUNDMD501(C)(3)PFN/A0
FRANKLIN SQUARE HOSPITAL CENTER INC
9000 FRANKLIN SQUARE DRIVEBALTIMOREMD21237520608007HOSPITALMD501(C)(3)3N/A0
HARBOR HOSPITAL INC
3001 SOUTH HANOVER STREETBALTIMOREMD21225520491660HOSPITALMD501(C)(3)3N/A0
MEDSTAR HEALTH INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044522087445MEDICAL SVCSMD501(C)(3)12C IIIN/A0
MONTGOMERY GENERAL HOSPITAL
18101 PRINCE PHILIP DRIVEOLNEYMD20832520646893HOSPITALMD501(C)(3)3N/A0
THE GOOD SAMARITAN HOSPITAL OF MARYLAND
5601 LOCH RAVEN BLVDBALTIMOREMD21239520591607HOSPITALMD501(C)(3)3N/A0
THE UNION MEMORIAL HOSPITAL
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218520591685HOSPITALMD501(C)(3)3N/A0
THE MEDSTAR-GEORGETOWN MEDICAL CENTER I
HOPSITAL ADMIN 1 MAIN BLDGWASHINGTONDC20007522218584HOSPITALDC501(C)(3)3N/A0
WASHINGTON HOSPITAL CENTER CORPORATION
110 IRVING STREET NWWASHINGTONDC20010521272129HOSPITALDC501(C)(3)3N/A0
HH MEDSTAR HEALTH INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521542230MEDICAL SVCSMD501(C)(3)12C IIIN/A0
MEDSTAR AMBULATORY SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521132992ADMIN SVCSMD501(C)(3)12C IIIN/A0
BAY LIFE SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521496539MENTAL HEALTHMD501(C)(3)10N/A0
CHURCH HOME AND HOSPITAL OF THE CITY OF
10980 GRANTCHESTER WAYCOLUMBIAMD21044520591600HOSPITALMD501(C)(3)12A IN/A0
GOOD SAMARITAN NURSING CENTER INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521672866MEDICAL SVCSMD501(C)(3)10N/A0
GS HOUSING INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521481656ELDER HOUSINGMD501(C)(3)10N/A0
GS PROPERTIES INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521429853ADMIN SVCSMD501(C)(3)12A IN/A0
MEDSTAR HEALTH VISITING NURSES ASSOCIATI
4061 POWDERMILL ROADCALVERTONMD20705530196597MEDICAL SVCSMD501(C)(3)10N/A0
MEDSTAR VNA HEALTHCARE
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521458516MEDICAL SVCSMD501(C)(3)10N/A0
MGH WOMEN'S BOARD
18101 PRINCE PHILIP DRIVEOLNEYMD20832526039600FOUNDATIONMD501(C)(3)12C IIIN/A0
NATIONAL REHABILITATION HOSPITAL
102 IRVING STREET NWWASHINGTONDC20010521369749HOSPITALDC501(C)(3)3N/A0
REGIONAL REHAB AT OLNEY INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832522310902MEDICAL SVCSMD501(C)(3)3N/A0
SUBURBAN NRH MEDICAL REHABILITATION I
102 IRVING STREET NWWASHINGTONDC20010521931151MEDICAL SVCSDC501(C)(3)3N/A0
VNA INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521332411ADMIN SVCSMD501(C)(3)12A IN/A0
WOODBOURNE WOODS INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239522299070ELDER HOUSINGMD501(C)(3)10N/A0
HOSPICE OF ST MARY'S INC
PO BOX 527LEONARDTOWNMD20650522153926SUPPORT ORGMD501(C)(3)12A IN/A0
ST MARY'S HOSPITAL OF ST MARY'S COUNTY
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650520619006HOSPITALMD501(C)(3)3N/A0
MEDSTAR SOUTHERN MD HOSPITAL CENTER INC
7503 SURRATTS ROADCLINTONMD20735460726303HOSPITALMD501(C)(3)3N/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
MEDSTAR SHAH MSO LLC
10980 GRANTCHESTER WAYCOLUMBIAMD21044462700536MGMT SVCSMDN/AN/A00
22590 SHADY COURT LLC
24035 THREE NOTCH ROADHOLLYWOODMD20636473361777REAL ESTATEMDN/AN/A00
24035 THREE NOTCH ROAD LLC
24035 THREE NOTCH ROADHOLLYWOODMD20636473375076REAL ESTATEMDN/AN/A00
37767 MARKET DRIVE LLC
37767 MARKET DRIVECHARLOTTE HALLMD20622REAL ESTATEMDN/AN/A00
26840 POINT LOOKOUT ROAD LLC
24035 THREE NOTCH ROADHOLLYWOODMD20636473393670REAL ESTATEMDN/AN/A00
MONTGOMERY COMMUNITY MRI LP
4110 ASPEN HILL ROADROCKVILLEMD20853521534253MRI SCREENINGMDN/AN/A00
PHYSIOTHERAPY ASSOCIATES NRH REHAB LLC
4714 GETTYSBURG ROADMECHANICSBURGPA17055522212036PHYSIOTHERAPYPAN/AN/A00
PHYSICIAN IMAGING OF WASHINGTON
840 CRESCENT CENTRE DRFRANKLINTN37067562616090RADIOLOGY SVCTNN/AN/A00
FRANKLIN IMAGING LLC
7253 AMBASSADOR RDBALTIMOREMD21244521588688IMAGINGMDN/AN/A00
10 ST PATRICK'S DRIVE LLC
10 ST PATRICKS DRIVEWALDORFMD20603832261766REAL ESTATEMDN/AN/A00
MEDSTAR ENDOSCOPY CTR AT LUTHERVILLELLC
1300 BELLONA AVELUTHERVILLEMD21093823193901SURGERYMDN/AN/A00
CAPITAL ENDOSCOPY LLC
6475 NEW HAMPSHIRE AVEHYATTSVILLEMD20783134244093SURGERYMDN/AN/A00
4240 ALTAMONT PLACE LLC
103 CENTENNIAL STREET SUITE KLA PLATAMD20646861202310REAL ESTATEMDN/AN/A00
MEDSTAR ENDOSCOPY CENTER SILVER SPRING LLC
12002 VEIRS MILL ROADSILVER SPRINGMD20906872341245SURGERYMDN/AN/A00
MEDSTAR SURGERY CENTER 1 LLC
810 BESTGATE ROAD SUITE 300ANNAPOLISMD21401922094391SURGERYMDN/AN/A00
MEDSTAR SURGERY CENTER AT BRANDYWINE LLC
13950 BRANDYWINE ROADBRANDYWINEMD20613820985178SURGERYMDN/AN/A00
MEDSTAR SURGERY CENTER AT TIMONIUM LLC
2118 GREENSPRING DRIVE STE 300TIMONIUMMD21093821874292SURGERYMDN/AN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
MEDSTAR PHARMACIES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521513056DRUG SALESMDN/AC0
EXTENCARE INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521556228MEDICAL SVCSMDN/AC0
HELIX RESOURCES MANAGEMENT INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521913070ADMIN SVCSMDN/AC0
HELIXCARE PROPERTIES LLC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521966695MEDICAL SVCSMDN/AC0
PARKWAY VENTURES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521893569HOLDING CO.MDN/AC0
PHYSICIANS ADMINISTRATIVE SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044237042074BILLING SVCSMDN/AC0
MEDSTAR FAMILY CHOICE INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521995521MANAGED CAREMDN/AC0
MEDSTAR ENTERPRISES INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705522139841ADMIN SERVICEMDN/AC0
STAR BILLING INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521850113BILLING SVCSMDN/AC0
WASHINGTON RISK NETWORK MANAGEMENT INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705522132677MEDICAL SVCSMDN/AC0
WASHINGTON HOSPITAL CENTER PHYSICIAN HOS
100 IRVING STREET NWWASHINGTONDC20010521931000MEDICAL SVCSDCN/AC0
MEDSTAR PHYSICIAN PARTNERS INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705522030809MEDICAL SVCSMDN/AC0
FRANKLIN SQUARE DRIVE LAND CONDO ASSOCIA
10980 GRANTCHESTER WAYCOLUMBIAMD21044760756352CONDOMINIUMSMDN/AC0
MGH DIVERSIFIED SERVICES INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521943602MEDICAL SVCSMDN/AC0
ST MARY'S HEALTH ALLIANCE INC
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650521930331MEDICAL SVCSMDN/AC0
GREENSPRING FINANCIAL INSURANCE LIMITED
980188617INSURANCEN/AC0878 WEST BAY RD PO BOX 1159GRAND CAYMANCJKY1-1102CJ
ST MARY'S CONDO ASSOCIATION
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650273377216CONDOMINIUMSMDN/AC0
SITEL INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044900753340EDUCATIONALMDN/AC0
MEDSTAR HEALTH INC - INVESTMENT FUND I
981310273INVESTMENTSN/AC0103 SOUTH CHURCH STGRAND CAYMANCJKY1-1002CJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd