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UNION MEMORIAL HOSPITAL: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
UNION MEMORIAL HOSPITAL (EIN 52-0591685)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202221339349309827
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T17:58:40-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520591685EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE UNION MEMORIAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNIOBusinessNameControlTxt
Phone4107726721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 EAST UNIVERSITY PARKWAYAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL BRYANPersonNm
Person TitleVP/TREASURERPersonTitleTxt
Phone4107726721PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOELPersonFirstNm
Person LastBRYANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW ROEPreparerPersonNm
PTINP01876391PTIN
Phone7032868000PhoneNum
Preparation2022-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1MEDSTAR UNION MEMORIAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBRADLEY CHAMBERSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 EAST UNIVERSITY PARKWAYAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21218ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$463,660,002GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MEDSTARUNIONMEMORIAL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1854FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OTO BE A COMPREHENSIVE HOSPITAL WITH REGIONAL SPECIALTY SERVICES OF DISTINCTION AND QUALITY COMMUNITY SERVICES, ALL ENHANCED BY CLINICAL EDUCATION & RESEARCH.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee2092TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$372,446TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,691,859PYContributionsGrantsAmt
CY Contributions Grants$22,352,702CYContributionsGrantsAmt
PY Program Service Revenue$428,328,778PYProgramServiceRevenueAmt
CY Program Service Revenue$435,749,839CYProgramServiceRevenueAmt
PY Investment Income$3,032,945PYInvestmentIncomeAmt
CY Investment Income$2,335,171CYInvestmentIncomeAmt
PY Other Revenue$3,045,969PYOtherRevenueAmt
CY Other Revenue$3,222,290CYOtherRevenueAmt
PY Total Revenue$446,099,551PYTotalRevenueAmt
CY Total Revenue$463,660,002CYTotalRevenueAmt
PY Grants And Similar Paid$87,474PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$65,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$228,042,405PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$251,276,716CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$202,477,406PYOtherExpensesAmt
CY Other Expenses$218,535,472CYOtherExpensesAmt
PY Total Expenses$430,607,285PYTotalExpensesAmt
CY Total Expenses$469,877,188CYTotalExpensesAmt
PY Revenues Less Expenses$15,492,266PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$6,217,186CYRevenuesLessExpensesAmt
Total Assets BOY$247,110,659TotalAssetsBOYAmt
Total Assets EOY$246,794,667TotalAssetsEOYAmt
Total Liabilities BOY$146,442,271TotalLiabilitiesBOYAmt
Total Liabilities EOY$148,199,827TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$100,668,388NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$98,594,840NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMEDSTAR UNION MEMORIAL IS AN ACUTE CARE HOSPITAL LOCATED IN THE NORTH-CENTRAL SECTION OF BALTIMORE CITY, MARYLAND. IN FISCAL YEAR 2021, MEDSTAR UNION MEMORIAL HAD 9,696 INPATIENT ADMISSIONS AND 278,698 OUTPATIENT VISITS, INCLUDING 39,688 EMERGENCY VISITS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$364,311,064ExpenseAmt
Grant$65,000GrantAmt
Revenue$431,990,282RevenueAmt
DescSEE SCHEDULE OMEDSTAR UNION MEMORIAL LARGEST PROGRAM IS ACCESS TO AND THE PROVISION OF ACUTE HOSPITAL SERVICES TO THE COMMUNITIES OF NORTHERN BALTIMORE CITY, MARYLAND AND THE SURROUNDING AREAS. IN ADDITION TO THE PROGRAM SERVICE EXPENSES LISTED ABOVE, MEDSTAR UNION MEMORIAL INCURRED $76.6M OF MANAGEMENT AND GENERAL EXPENSES IN PROVIDING SERVICES TO ITS COMMUNITIES. MEDSTAR UNION MEMORIAL IS A CARDIAC REGIONAL TREATMENT CENTER AND IS ALIGNED WITH THE CLEVELAND CLINIC THROUGH MEDSTAR HEART & VASCULAR INSTITUTE TO SHARE BEST PRACTICES AND IMPROVE CARE FOR HEART PATIENTS. MEDSTAR UNION MEMORIAL'S CURTIS NATIONAL HAND CENTER IS DESIGNATED AS THE HAND AND UPPER EXTREMITY TRAUMA CENTER FOR THE STATE OF MARYLAND BY THE MARYLAND INSTITUTE OF EMERGENCY MEDICAL SYSTEMS THE ONLY SUCH CENTER IN THE U.S. TO EARN THIS DISTINCTION. MEDSTAR UNION MEMORIAL HAS ONE OF THE MOST COMPREHENSIVE ORTHOPAEDIC AND SPORTS MEDICINE PROGRAMS IN THE REGION. ITS PROGRAM IS JOINT COMMISSION (TJC) CERTIFIED IN HIP AND KNEE REPLACEMENT SURGERY AND WAS THE FIRST PROGRAM IN THE REGION TO BE TJC CERTIFIED IN SHOULDER REPLACEMENT SURGERY, SPINE SURGERY AND PALLIATIVE CARE. MEDSTAR UNION MEMORIAL RECEIVED HEALTHGRADES 2019 AMERICA'S 100 BEST HOSPITALS FOR ORTHOPEDIC SURGERY AWARD FOR SUPERIOR CLINICAL OUTCOMES IN BACK AND NECK SURGERY, SPINAL FUSION, HIP FRACTURE TREATMENT, HIP REPLACEMENT, AND TOTAL KNEE REPLACEMENT AND THE 2019 AMERICA'S 100 BEST HOSPITALS FOR SPINE SURGERY AWARD FOR SUPERIOR CLINICAL OUTCOMES IN BACK AND NECK SURGERIES AND SPINAL FUSION PROCEDURES. MEDSTAR UNION MEMORIAL HAS BEEN RECOGNIZED BY U.S. NEWS & WORLD REPORT AS ONE OF THE BEST HOSPITALS IN THE BALTIMORE REGION FOR HEART BYPASS, KNEE REPLACEMENT, AND ORTHOPAEDICS. MEDSTAR UNION MEMORIAL HAS THE UNIQUE DISTINCTION OF HAVING ITS OWN BIOMECHANICS RESEARCH FACILITY AND SURGICAL SKILLS TRAINING LAB. IN ADDITION, THE HOSPITAL IS RECOGNIZED BY TJC AS AN ADVANCED PRIMARY STROKE CENTER. MEDSTAR UNION MEMORIAL WAS ALSO RECOGNIZED BY PRACTICE GREENHEALTH ENVIRONMENTAL EXCELLENCE IN 2019 FOR ITS ONGOING COMMITMENT TO IMPROVING ITS ENVIRONMENTAL PERFORMANCE AND PRIDE IN REALIZING A TOP STANDARD OF EXCELLENCE IN SUSTAINABILITY.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 ARE GUIDED BY THREE CRITICAL DRIVERS: PROVIDING A SAFE CARE ENVIRONMENT FOR PATIENTS AND ASSOCIATES; MITIGATING COMMUNITY SPREAD OF COVID-19; AND ENSURING OPERATIONAL CONTINUITY TO FULFILL OUR CORE MISSION OF CARING FOR OUR COMMUNITIES.THESE EFFORTS HAVE EVOLVED AND TRANSITIONED IN MULTIPLE WAY 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, EVISITS AND OUR DIGITAL CAPABILITIES TO CREATE ACCESS, RAPID STAND-UP OF TESTING SITES, USE OF TELEHEALTH FOR PRIMARY CARE AND FOLLOW-UP VISITS, UTILIZATION OF MEDSTAR HEALTH HOME CARE TO SAFELY MANAGE THE CARE CONTINUUM NEEDS FOR PATIENTS, DEPLOYMENT OF INNOVATIVE LABORATORY APPROACHES INTEGRATED WITH OCCUPATIONAL HEALTH TO BETTER SUPPORT ASSOCIATES MANAGING THROUGH COVID-19 EXPOSURES, STAND-UP OF A BUDDY PROGRAM WHERE NON-CLINICAL ASSOCIATES TAKE SHIFTS TO PROVIDE SUPPORT SERVICES FOR NURSING AND CARE TEAMS, ESTABLISHMENT OF COMMUNITY MOBILE UNITS AND CLINICS FOR COVID-19 VACCINATIONS/BOOSTERS, SUPPLY AND MAINTAIN PERSONAL PROTECTIVE EQUIPMENT (PPE), N95 RESPIRATORS, COVID-19 VACCINES AND BOOSTERS, EXECUTION OF A MANDATORY COVID-19 VACCINATION POLICY RESULTING IN 99% OF ASSOCIATES AND PHYSICIANS VACCINATED AGAINST COVID-19, AND ADMINISTRATION OF MORE THAN 253,000 COVID-19 VACCINATIONS/BOOSTERS ACROSS THE REGION.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,391,788ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescMEDSTAR UNION MEMORIAL PROVIDED $21.4M IN HEALTH PROFESSIONS EDUCATION IN FISCAL YEAR 2021. THIS CATEGORY INCLUDES TRAINING IN GRADUATE MEDICAL EDUCATION, EDUCATION FOR PHYSICIANS, MEDICAL STUDENTS, NURSES, AND OTHER HEALTH PROFESSIONS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,538,794ExpenseAmt
Grant$0GrantAmt
Revenue$3,460,111RevenueAmt
DescMEDSTAR UNION MEMORIAL PROVIDED $7.5M IN CHARITY CARE IN FISCAL YEAR 2021IN SUBSIDIZED (MISSION DRIVEN) HEALTH SERVICES IN FISCAL YEAR 2021. THESE CRITICAL SERVICES, WHICH ARE DRIVEN BY COMMUNITY NEEDS, OPERATE AT A LOSS. THEY ADDRESS PRIORITIES PRIMARILY THROUGH DISEASE PREVENTION AND IMPROVEMENT OF HEALTH STATUS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$393,241,646TotalProgramServiceExpensesAmt
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 HospitalYes (1)OperateHospitalInd
Audited Financial Stmt AttYes (1)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
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 MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2092EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo 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 Members19GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
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 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
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KENNETH A SAMET
DIRECTOR1.0039.00Yes (X)$0$9,408,672$92,948
ZEENA DORAI MD
DIRECTOR40.000.00Yes (X)$1,480,336$115,639$18,321
BRADLEY CHAMBERS
PRESIDENT/DIRECTOR20.0020.00Yes (X)$641,586$641,586$55,017Yes (X)
MICHAEL FIOCCO MD
DIRECTOR (UNTIL 10/21)40.000.00Yes (X)$806,140$0$29,167
GEORGE D BITTAR MD
DIRECTOR20.0020.00Yes (X)$666,229$0$24,732
MESFIN A LEMMA
DIRECTOR40.000.00Yes (X)$676,367$853,230$10,845
ESKANDER YAZAJI
DIRECTOR40.000.00Yes (X)$340,795$0$28,814
PETER J SLOANE MD
DIRECTOR (UNTIL 01/21)20.0020.00Yes (X)$153,484$0$5,195
MICHAEL RANDOLPH MD
VICE CHAIR1.000.00Yes (X)$0$0$0
DAVID NORRIS WILLIS
DIRECTOR1.000.00Yes (X)$0$0$0
REBECCA E PEARCE
DIRECTOR1.000.00Yes (X)$0$0$0
JEFFREY R ELKIN
DIRECTOR1.000.00Yes (X)$0$0$0
EILEEN AUEN
DIRECTOR (UNTIL 01/21)1.000.00Yes (X)$0$0$0
NATHAN J BIEL
DIRECTOR1.000.00Yes (X)$0$0$0
CHRISTOPHER P GIBSON
DIRECTOR (UNTIL 01/21)1.000.00Yes (X)$0$0$0
PETER R FENWICK
DIRECTOR (UNTIL 01/21)1.000.00Yes (X)$0$0$0
DAWN M MOTOVIDLAK
CHAIR1.000.00Yes (X)$0$0$0
JAMES R PAQUETTE
DIRECTOR (UNTIL 01/21)1.000.00Yes (X)$0$0$0
JUDITH A FEUSTLE
DIRECTOR1.000.00Yes (X)$0$0$0
KATHLEEN DYER
DIRECTOR1.000.00Yes (X)$0$0$0
ELLEN R FISH
DIRECTOR (UNTIL 01/21)1.000.00Yes (X)$0$0$0
DAN CAHILL
DIRECTOR1.000.00Yes (X)$0$0$0
VERONICA COOL
DIRECTOR1.000.00Yes (X)$0$0$0
LEO GALLAGHER JR
DIRECTOR1.000.00Yes (X)$0$0$0
GEORGE HENNAWI MD
DIRECTOR20.0020.00Yes (X)$154,415$154,791$28,741
REV DENNIS MADDEN
DIRECTOR1.000.00Yes (X)$0$0$0
DAVID MARTIN MD
DIRECTOR1.000.00Yes (X)$0$1,623,517$29,736
ANTHONY READ
DIRECTOR1.000.00Yes (X)$0$0$0
DR ELIAS SHAYA MD
DIRECTOR1.000.00Yes (X)$0$460,261$10,579
HOLLY TILFORD
DIRECTOR1.000.00Yes (X)$0$0$0
DAVID WEISMAN DO
DIRECTOR20.0020.00Yes (X)$154,215$67,106$30,269
DEANA STOUT
CHIEF FINANCIAL OFFICER20.0020.00$272,294$272,294$52,574Yes (X)
STUART BELL
VP, MEDICAL AFFAIRS20.0020.00$457,496$457,496$33,582Yes (X)
NEIL MACDONALD
VP, OPERATIONS20.0020.00$208,191$208,191$61,115Yes (X)
PAUL TORTOLANI MD
PHYSICIAN40.000.00$743,805$0$10,334Yes (X)
SHAMS QUAZI MD
PHYSICIAN20.0020.00$228,029$228,030$28,901Yes (X)
KAREN OWINGS
CNO20.0020.00$164,109$164,109$35,493Yes (X)
ALAN SHIKANI MD
PHYSICIAN40.000.00$323,673$0$16,390Yes (X)
PETER KUEHL MD
PHYSICIAN40.000.00$280,995$0$9,642Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$7,752,159TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$14,654,922TotReportableCompRltdOrgAmt
Total Other Compensation$612,395TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K267IndivRcvdGreaterThan100KCnt
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
AMN HEALTHCARE INC
2735 COLLECTION CENTER DRCHICAGOIL60693STAFFING SERVICES$5,896,222
CT ASSIST LLC
PO BOX 524PHILIPPIWV21218STAFFING SERVICES$3,442,079
SODEXO INC & AFFILIATES
PO BOX 360170PITTSBURGHPA152516170FOOD&FACILITIES MGMT$1,665,083
PULMONARY & CRITICAL CARE ASSOCIATES
400 REDLAND COURTOWINGS MILLSMD211173292MEDICAL SERVICES$1,436,184
STANDARD PARKING CORP
900 NORTH MICHIGAN AVENUE SUITE 160CHICAGOIL60611PARKING SERVICES$1,266,017
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K38CntrctRcvdGreaterThan100KCnt
Government Grants$19,221,478GovernmentGrantsAmt
All Other Contributions$3,131,224AllOtherContributionsAmt
Noncash Contributions$276,748NoncashContributionsAmt
Total Contributions$22,352,702TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
NET PATIENT SERVICE RE621400$428,729,313$428,729,313
PHARMACY900099$6,721,080$6,721,080
OUTPATIENT LAB621400$299,446$299,446
FieldValueIRS element (for citing)
Total Program Service Revenue$435,749,839TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$697,447TotalRevenueColumnAmt
Exclusion$697,447ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$569,739RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$569,739RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$569,739TotalRevenueColumnAmt
Exclusion$569,739ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,637,724SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,637,724SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,637,724TotalRevenueColumnAmt
Exclusion$1,637,724ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
REBATE INCOME900099$1,189,311$1,189,311
OTHER REVENUE900099$865,934$865,934
PARKING LOT REVENUE900099$450,153$377,153$73,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$147,153TotalRevenueColumnAmt
Exclusion$147,153ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,652,551OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$463,660,002TotalRevenueColumnAmt
Related Or Exempt Func Income$435,450,393RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$372,446UnrelatedBusinessRevenueAmt
Exclusion$5,484,461ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$65,000TotalAmt
Program Services$65,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$6,176,494TotalAmt
Program Services$5,854,227ProgramServicesAmt
Management And General$322,267ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$205,882,587TotalAmt
Program Services$195,521,845ProgramServicesAmt
Management And General$10,360,742ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,722,837TotalAmt
Program Services$2,440,000ProgramServicesAmt
Management And General$282,837ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$24,889,950TotalAmt
Program Services$22,745,514ProgramServicesAmt
Management And General$2,144,436ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,604,848TotalAmt
Program Services$10,932,491ProgramServicesAmt
Management And General$672,357ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$44,897,787TotalAmt
Program Services$885,651ProgramServicesAmt
Management And General$44,012,136ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,532TotalAmt
Management And General$3,532ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$30,295,029TotalAmt
Program Services$27,375,592ProgramServicesAmt
Management And General$2,919,437ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$200,363TotalAmt
Program Services$16,392ProgramServicesAmt
Management And General$183,971ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,310,984TotalAmt
Program Services$3,230,648ProgramServicesAmt
Management And General$80,336ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,149,766TotalAmt
Program Services$3,128,612ProgramServicesAmt
Management And General$21,154ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$332,824TotalAmt
Program Services$298,333ProgramServicesAmt
Management And General$34,491ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$86,441TotalAmt
Program Services$83,947ProgramServicesAmt
Management And General$2,494ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,283,404TotalAmt
Management And General$2,283,404ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,898,309TotalAmt
Program Services$10,847,977ProgramServicesAmt
Management And General$6,050,332ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,789,738TotalAmt
Program Services$6,696,445ProgramServicesAmt
Management And General$93,293ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MED/SURGICAL SUPPLIES$50,547,008$50,749,975-$202,967
IMPLANTS/PROSTHESES$32,553,922$32,553,572$350
MAINTENANCE$9,521,698$9,181,210$340,488
UTILITIES$4,604,300$4,171,851$432,449

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,060,367TotalAmt
Program Services$6,462,364ProgramServicesAmt
Management And General$6,598,003ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$469,877,188TotalAmt
Program Services$393,241,646ProgramServicesAmt
Management And General$76,635,542ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$31,285BOYAmt
EOY$47,480EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,844,850BOYAmt
EOY$2,003,775EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$59,416,316BOYAmt
EOY$55,851,094EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,076,843BOYAmt
EOY$6,981,443EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$785,634BOYAmt
EOY$908,809EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$408,331,281LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$318,106,007LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$101,176,365BOYAmt
EOY$90,225,274EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$67,425,054BOYAmt
EOY$84,497,665EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$9,354,312BOYAmt
EOY$6,279,127EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$247,110,659BOYAmt
EOY$246,794,667EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,687,714BOYAmt
EOY$24,029,357EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,375,213BOYAmt
EOY$3,088,302EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$113,379,344BOYAmt
EOY$121,082,168EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$146,442,271BOYAmt
EOY$148,199,827EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$65,676,028BOYAmt
EOY$56,446,491EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,992,360BOYAmt
EOY$42,148,349EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,668,388BOYAmt
EOY$98,594,840EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$247,110,659BOYAmt
EOY$246,794,667EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$6,217,186ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$17,855,283NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$13,711,645OtherChangesInNetAssetsAmt
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 Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,925,817OtherCostOrOtherBasisAmt
Book Value$1,925,817BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$159,984,687OtherCostOrOtherBasisAmt
Depreciation$119,752,884DepreciationAmt
Book Value$40,231,803BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,232,307OtherCostOrOtherBasisAmt
Depreciation$2,052,509DepreciationAmt
Book Value$179,798BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$240,091,853OtherCostOrOtherBasisAmt
Depreciation$194,603,634DepreciationAmt
Book Value$45,488,219BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,096,617OtherCostOrOtherBasisAmt
Depreciation$1,696,980DepreciationAmt
Book Value$2,399,637BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$90,225,274TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
BOARD DESIGNATED$43,971,472F
RESTRICTED INVESTMENT FUNDS$40,526,193F
FieldValueIRS element (for citing)
Total Book Value Securities$84,497,665TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
ADVANCE FROM THIRD PARTIES$86,789,629
OPERATING LEASE LIABILITY$6,376,859
CREDIT BALANCE PATIENT A/R$2,234,972
WORKERS COMPENSATION$2,233,508
DEFERRED INCOME$212,963
PENDING PFS REFUNDS$797,071
OTHER LIABILITIES$22,437,166
FieldValueIRS element (for citing)
Total Liability$121,082,168TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFIN 48 FOOTNOTEFormAndLineReferenceDesc
ExplanationSCHEDULE D, PART X 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, 2021.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (1)FinancialAssistancePolicyInd
Written PolicyYes (1)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (1)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (1)FPGReferenceDiscountedCareInd
Percent400Yes (X)Percent400Ind
Free Care Medically IndigentYes (1)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (1)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (1)ExpensesExceedBudgetInd
Unable To Provide Care0UnableToProvideCareInd
Annual Community Bnft ReportYes (1)AnnualCommunityBnftReportInd
Report Publically AvailableYes (1)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,418,713TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$6,418,713NetCommunityBenefitExpnsAmt
Total Expense0.01370TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,418,713TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$6,418,713NetCommunityBenefitExpnsAmt
Total Expense0.01370TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,613,785TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$51,425DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,562,360NetCommunityBenefitExpnsAmt
Total Expense0.00330TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$21,391,788TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$21,391,788NetCommunityBenefitExpnsAmt
Total Expense0.04550TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$7,538,794TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,460,111DirectOffsettingRevenueAmt
Net Community Benefit Expns$4,078,683NetCommunityBenefitExpnsAmt
Total Expense0.00870TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,492,351TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$77,112DirectOffsettingRevenueAmt
Net Community Benefit Expns$2,415,239NetCommunityBenefitExpnsAmt
Total Expense0.00510TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$192,023TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$192,023NetCommunityBenefitExpnsAmt
Total Expense0.00040TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$33,228,741TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,588,648DirectOffsettingRevenueAmt
Net Community Benefit Expns$29,640,093NetCommunityBenefitExpnsAmt
Total Expense0.06300TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$39,647,454TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,588,648DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,058,806NetCommunityBenefitExpnsAmt
Total Expense0.07670TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$58,000TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$58,000NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,666TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$11,666NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$42,701TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$42,701NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$52,771TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$52,771NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$165,138TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$165,138NetCommunityBenefitExpnsAmt
Total Expense0.00030TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (1)BadDebtExpenseReportedInd
Bad Debt Expense$9,442,602BadDebtExpenseAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (1)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (1)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNION MEMORIAL HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 EAST UNIVERSITY PARKWAYAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21218ZIPCd
FieldValueIRS element (for citing)
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1UNION MEMORIAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PY0FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY0TaxExemptHospitalCYOrPYInd
CHNA ConductedYes (1)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted20CHNAConductedYr
Take Into Account Others InputYes (1)TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts0CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts0CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (1)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLWWW.MEDSTARUNIONMEMORIAL.ORGOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (1)ImplementationStrategyAdoptInd
Implementation Strategy Adpt20ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (1)StrategyPostedWebsiteInd
Strategy Website URLWWW. MEDSTARUNIONMEMORIAL.ORGStrategyWebsiteURLTxt
Organization Incur Excise Tax0OrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (1)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.000000000000FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care400.000000000000FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (1)ExplainedBasisInd
App Financial Asst ExplnYes (1)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (1)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLWWW.MEDSTARUNIONMEMORIAL.ORGFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLWWW.MEDSTARUNIONMEMORIAL.ORGFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLWWW.MEDSTARUNIONMEMORIAL.ORGFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (1)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection Activities0CollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (1)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally Billed0AmountsGenerallyBilledInd
Gross Charges0GrossChargesInd

Supplemental Information SupplementalInformationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
UNION MEMORIAL HOSPITALPART V, SECTION B, LINE 5: CHNA INPUTHOSPITAL LEADROLE DESCRIPTIONTHE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) HOSPITAL LEAD SERVES AS THE COORDINATOR OF ALL ASPECTS OF THE COMMUNITY HEALTH ASSESSMENT PROCESS. HE/SHE HELPS ESTABLISH AND COORDINATE THE ACTIVITIES OF THE ADVISORY TASK FORCE. THE LEAD ALSO HELPS PRODUCE THE HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY. HE/SHE WORKS COLLABORATIVELY WITH REPRESENTATIVES FROM THE CORPORATE COMMUNITY HEALTH DEPARTMENT AND GEORGETOWN UNIVERSITY. THE LEAD ALSO WORKS CLOSELY WITH THE WRITER. HE/SHE REVIEWS ALL NARRATIVES PRIOR TO PUBLICATION.NAME OF HOSPITAL LEAD: RYAN MORANEXECUTIVE SPONSORROLE DESCRIPTIONTHE EXECUTIVE SPONSOR SERVES AS THE CONDUIT BETWEEN THE ADVISORY TASK FORCE AND THE SENIOR MANAGEMENT TEAM. THE SPONSOR IS AN ACTIVE PARTICIPANT OF THE ADVISORY TASK FORCE AND HE/SHE COMMUNICATES THE HOSPITAL'S CLINICAL STRENGTHS AND PROGRAM PRIORITIES TO DIVERSE AUDIENCES.NAME OF EXECUTIVE SPONSOR: BRAD CHAMBERS AND STUART BELL, MDADVISORY TASK FORCEROLE DESCRIPTIONTHE ADVISORY TASK FORCE (ATF) REVIEWS PRIMARY/SECONDARY DATA AND LOCAL/STATE/FEDERAL COMMUNITY HEALTH GOALS. BASED ON FINDINGS, THE ATF PROVIDES INPUT INTO THE HOSPITAL'S THREE-YEAR IMPLEMENTATION STRATEGY.AS AMBASSADORS FOR THE CHNA PROCESS, THE ATF MEMBERS SUPPORT EFFORTS TO OPTIMIZE COMMUNITY PARTICIPATION.NOTE: THE ATF SHOULD BE A COMBINATION OF COMMUNITY REPRESENTATIVES AND STAFF. COMMUNITY REPRESENTATIVES SHOULD MAKEUP AT LEAST 50% OF TOTAL PARTICIPANTS.NAME : RYAN MORAN TITLE/AFFILIATION WITH HOSPITAL : ASSISTANT VICE PRESIDENT, CARE TRANSFORMATIONNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DEBORAH BENA TITLE/AFFILIATION WITH HOSPITAL : COMMUNITY HEALTH AND MINISTRY COORDINATOR NAME OF ORGANIZATION : MEDSTAR HEALTHNAME : BRAD CHAMBERS TITLE/AFFILIATION WITH HOSPITAL : PRESIDENT, MGSH AND MUMHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : STUART BELL, M.D.TITLE/AFFILIATION WITH HOSPITAL : VICE PRESIDENT, MEDICAL AFFAIRS, MUMH AND MGSHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DAWN MOTOVIDLAK TITLE/AFFILIATION WITH HOSPITAL : MUMH BOARD MEMBER, CHAIRNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DAN CAHILLTITLE/AFFILIATION WITH HOSPITAL : MGSH BOARD MEMBER, CHAIRNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : VERONICA COOLTITLE/AFFILIATION WITH HOSPITAL : MGSH BOARD MEMBERNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : KIM SYDNOR, PHD TITLE/AFFILIATION WITH HOSPITAL : DEAN, MGSH BOARD MEMBERNAME OF ORGANIZATION : MORGAN STATE UNIVERSITYNAME : RITU PRASAD, M.D. TITLE/AFFILIATION WITH HOSPITAL : PHYSICIAN ADVISOR, MUMHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : BERNIE RAVITZ, M.D. TITLE/AFFILIATION WITH HOSPITAL : PHYSICIAN ADVISOR, MGSHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DANA FRANK, M.D.TITLE/AFFILIATION WITH HOSPITAL : CHAIRMAN, MEDICINE, MGSH/MUMHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : KEN WALSCH TITLE/AFFILIATION WITH HOSPITAL : ASSISTANT VICE PRESIDENT, QUALITY, SAFETY, RISK MANAGEMENT NAME OF ORGANIZATION : MEDSTAR HEALTHNAME : GEORGE FARLEY TITLE/AFFILIATION WITH HOSPITAL : AVP, MISSION INTEGRATION, MGSHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DEBORAH BANGLEDORF TITLE/AFFILIATION WITH HOSPITAL : DIRECTOR, MARKETING AND COMMUNICATIONS NAME OF ORGANIZATION : MEDSTAR HEALTHNAME : ERIN GIOVANNETTITITLE/AFFILIATION WITH HOSPITAL : MHRI RESEARCH NAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DEB SCHINDLERTITLE/AFFILIATION WITH HOSPITAL : DIRECTOR, PUBLIC RELATIONSNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : ELIZABETH SEBASTIAOTITLE/AFFILIATION WITH HOSPITAL : PROGRAM MANAGER, COMMUNITY HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : PAUL PASSTITLE/AFFILIATION WITH HOSPITAL : LEAD - COMMUNITY HEALTH ADVOCATENAME OF ORGANIZATION : MEDSTAR HEALTHNAME : SHERRI HARPERTITLE/AFFILIATION WITH HOSPITAL : LEAD - COMMUNITY HEALTH ADVOCATENAME OF ORGANIZATION : MEDSTAR HEALTHNAME : ELISE BOWMANTITLE/AFFILIATION WITH HOSPITAL : DIRECTOR, ACCOUNTABLE HEALTH COMMUNITIESNAME OF ORGANIZATION : BALTIMORE CITY HEALTH DEPARTMENTNAME : TRACY HOLCOMB TITLE/AFFILIATION WITH HOSPITAL : PROGRAM MANAGER, COMMUNITY HEALTH EDUCATION AND DIRECTORNAME OF ORGANIZATION : MEDSTAR HEALTH AND JOY WELLNESS CENTERNAME : PEGGY THOMAS TITLE/AFFILIATION WITH HOSPITAL : COMMUNITY RESIDENTNAME OF ORGANIZATION : COMMUNITY RESIDENTNAME : SHEILA WILLIAMS TITLE/AFFILIATION WITH HOSPITAL : PARISHIONER, HUBER MEMORIAL CHURCHNAME OF ORGANIZATION : COMMUNITY RESIDENTNAME : EVANGELINE WAIHENYA TITLE/AFFILIATION WITH HOSPITAL : PARISHIONER, ST. MATTHEW'S CHURCHNAME OF ORGANIZATION : COMMUNITY RESIDENTNAME : ASHLEY WILKESTITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTORNAME OF ORGANIZATION : HAMPDEN FAMILY CENTERNAME : MARIA DARBYTITLE/AFFILIATION WITH HOSPITAL : COONAME OF ORGANIZATION : KESWICK - MARYLANDNAME : NICHOLE BATTLE TITLE/AFFILIATION WITH HOSPITAL : CEO NAME OF ORGANIZATION : GEDCONAME : RANDOLPH ROWEL TITLE/AFFILIATION WITH HOSPITAL : ASSOCIATE PROFESSOR,CHAIR OF DEPARTMENT OF BEHAVIORAL HEALTH SCIENCES NAME OF ORGANIZATION : MORGAN STATE UNIVERSITYNAME : SONIA FIERRO-LUPERINI TITLE/AFFILIATION WITH HOSPITAL : COMMUNITY RESIDENTNAME OF ORGANIZATION : SPANISH SPEAKING HEALTH LEADERS OF MARYLANDNAME : AARON KAUFMANTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY PROGRAM MANAGERNAME OF ORGANIZATION : CENTRAL BALTIMORE PARTNERSHIPNAME : MELVIN WILSON TITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTOR NAME OF ORGANIZATION : TURNAROUND TUESDAYNAME : ELLEN RAPPAPORTTITLE/AFFILIATION WITH HOSPITAL : POPULATION HEALTH DIRECTORNAME OF ORGANIZATION : HCAMNAME : ADONGO MATTHEWSTITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTORNAME OF ORGANIZATION : SHEPHERD'S CLINICNAME : MATT SMITHTITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTORNAME OF ORGANIZATION : WAVERLY MAIN STREETNAME : LISA JONESTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY MEDIATION - DIRECTORNAME OF ORGANIZATION : WOODBOURNE MCCABE SAFE STREETSNAME : PAT JONESTITLE/AFFILIATION WITH HOSPITAL : DIRECTOR, IMMIGRATION OUTREACH SERVICE CENTERNAME OF ORGANIZATION : ST. MATTHEW'S CHURCHNAME : HEATHER WILSONTITLE/AFFILIATION WITH HOSPITAL : VICE PRESIDENT, OPERATIONSNAME OF ORGANIZATION : Y OF CENTRAL MDNAME : LUCAS CARLSONTITLE/AFFILIATION WITH HOSPITAL : MEDICAL DIRECTOR, COMMUNITY AND POPULATION HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTH
UNION MEMORIAL HOSPITALPART V, SECTION B, LINE 11: IMPLEMENTATION STRATEGIESTHE IMPLEMENTATION STRATEGIES SERVE AS A ROADMAP FOR HOW COMMUNITY BENEFIT RESOURCES WILL BE ALLOCATED AND DEPLOYED. MEDSTAR'S HOSPITAL WILL BE ABLE TO MEASURE OUR CONTRIBUTION TO IMPROVING THE HEALTH OF UNDERSERVED AND VULNERABLE POPULATIONS IN THE REGIONS WE SERVE. THREE-YEAR IMPLEMENTATION STRATEGIES WITH MEASURABLE OBJECTIVES WERE DEVELOPED FOR EACH HOSPITAL'S COMMUNITY BENEFIT SERVICE AREA - A SPECIFIC COMMUNITY OR TARGET POPULATION OF FOCUS. PRIORITIES WERE BASED ON COMMUNITY NEED AS DETERMINED BY QUANTITATIVE DATA AND COMMUNITY INPUT, AS WELL AS ON HOSPITAL EXPERTISE, RESOURCES, STRENGTHS OF EXISTING PROGRAMMING AND PARTNERSHIPS, AND ALIGNMENT WITH NATIONAL, STATE, AND LOCAL HEALTH GOALS. THE MEDSTAR HEALTH CORPORATE COMMUNITY HEALTH DEPARTMENT WILL PROVIDE SYSTEM-WIDE COORDINATION AND OVERSIGHT OF COMMUNITY BENEFIT PROGRAMMING.HOSPITAL ADVISORY TASK FORCES CONVENE AT LEAST ANNUALLY TO MONITOR PROGRESS OF STRATEGY EXECUTION AND TO PROVIDE ONGOING RECOMMENDATIONS RELATED TO OUTCOMES ACHIEVEMENT, PROGRAM DEVELOPMENT, PARTNERSHIP APPROACHES, AND OVERALL IMPLEMENTATION IMPROVEMENT.FOR SIGNIFICANT NEEDS IDENTIFIED IN THE CHNA THAT THE HOSPITAL HAS NOT PRIORITIZED AS FOCUS AREAS THROUGH ITS IMPLEMENTATION STRATEGY, THESE NEEDS WILL BE ADDRESSED BY COLLABORATING WITH OTHER LEADING ORGANIZATIONS, AND BY TAKING A SUPPORTER ROLE ON IDENTIFIED NEEDS THAT ARE BEYOND THE SCOPE OF THE HOSPITAL'S STRENGTHS.

Supplemental Information Detail SupplementalInformationDetail (11 entries)

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CHARITY CARE AT COSTPART I, LINE 7AMARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE.
UNREIMBURSED MEDICAIDPART I, LINE 7BMARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE-SETTING SYSTEM.
BAD DEBTPART III, LINES 2 & 4MEDSTAR HEALTH AND ITS AFFILIATED ORGANIZATIONS REPORT BAD DEBT EXPENSE IN ACCORDANCE WITH ASU 2011-07, WHICH REQUIRES CERTAIN HEALTHCARE ENTITIES TO CHANGE THE PRESENTATION OF THEIR STATEMENT OF OPERATIONS BY RECLASSIFYING THE PROVISION FOR BAD DEBTS ASSOCIATED WITH PATIENT SERVICE REVENUE FROM AN OPERATING EXPENSE TO A DEDUCTION FROM PATIENT SERVICE REVENUE (NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS). HOWEVER, MEDSTAR AND ITS AFFILIATED ENTITIES DO NOT MAKE A DETERMINATION AS TO WHETHER SELF PAY AMOUNTS ARE COLLECTIBLE IN DETERMINING REVENUE RECOGNITION. RESERVE MODELS, WHICH HAVE BEEN DEVELOPED BASED ON HISTORICAL COLLECTION RESULTS AND WHICH ARE ADJUSTED PERIODICALLY BASED ON ACTUAL COLLECTIONS EXPERIENCE, ARE USED TO ESTIMATE UNCOLLECTIBLE AMOUNTS ACROSS ALL PAYORS INCLUDING SELF PAY. BAD DEBT DETERMINATIONS ARE MADE ONLY AFTER SUFFICIENT EVIDENCE IS OBTAINED TO SUPPORT THAT AN AMOUNT IS NOT COLLECTIBLE.
MEDICAREPART III, LINE 8MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. AS SUCH, THE NET EFFECT FOR MEDICARE EXPENSES AND REVENUES IN MARYLAND IS ZERO.
PART III, LINE 9BIF IT IS DETERMINED THAT A PATIENT MAY POTENTIALLY QUALIFY FOR A CHARITABLE/FINANCIAL PROGRAM, A HOLD IS PLACED ON THE ACCOUNT TO PREVENT IT FROM BEING REPORTED AS BAD DEBT UNTIL PROGRAM APPROVALS HAVE BEEN OBTAINED. IF IT IS APPROVED, THE ACCOUNT IS DOCUMENTED AND THE NECESSARY ADJUSTMENTS ARE MADE TO CLOSE THE ACCOUNT.
NEEDS ASSESSMENTPART VI, LINE 2IN FY18, MEDSTAR UNION MEMORIAL HOSPITAL CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN ACCORDANCE WITH THE GUIDELINES ESTABLISHED BY THE PATIENT PROTECTION AND AFFORDABLE CARE ACT AND THE INTERNAL REVENUE SERVICE. THE HOSPITAL'S FY18 CHNA AND THREE-YEAR IMPLEMENTATION STRATEGIES WERE ENDORSED BY MEDSTAR UNION MEMORIAL HOSPITAL'S BOARD OF DIRECTORS AND APPROVED BY THE MEDSTAR HEALTH BOARD OF DIRECTORS. THE DOCUMENT BECAME AVAILABLE ON THE HOSPITAL'S WEBSITE ON JUNE 30, 2018.DURING FY19, KEY REVISIONS WERE MADE ACROSS MEDSTAR HEALTH TO MORE EFFECTIVELY IMPACT THE COMMUNITIES SERVED THROUGHOUT MARYLAND AND WASHINGTON, DC. SEVERAL INTERNAL MEETINGS WERE CONVENED WITH LEADERSHIP FROM EACH MEDSTAR HEALTH HOSPITAL TO REVIEW CURRENT PRACTICES AND STRATEGIES. AS A RESULT OF THESE MEETINGS, THE APPROACH TO THE CURRENT CHNA FOR THE REMAINDER OF THE THREE-YEAR CYCLE (FY19-FY21) WAS REVISED.A KEY REVISION TO THE CHNA IS A GREATER FOCUS ON HOSPITAL AREA STRATEGIES THAT ARE MOST APPROPRIATE FOR THE LOCAL COMMUNITIES SERVED. THE NUMBER OF STRATEGIES EACH HOSPITAL IS ACCOUNTABLE FOR EXECUTING WAS REDUCED TO ENCOURAGE MORE MEANINGFUL REACH WITHIN KEY AREAS CONTRASTED WITH BROADER REACH WITH REDUCED IMPACT.USING THE STANDARD CATEGORIES, HEALTH AND WELLNESS, ACCESS TO CARE AND SOCIAL DETERMINANTS OF HEALTH TO DETERMINE WHAT TO PRIORITIZE FOR THE CHNA IRS REQUIREMENTS, EACH HOSPITAL AGREED TO SELECT TWO TO THREE STRATEGIES AS PRIORITIES THAT HAVE SIZE AND SCALE IMPACT AND MEASURABLE OUTCOMES. ALL OTHER PROGRAMMING WAS INTEGRATED AS PART OF THE HOSPITAL'S OVERALL COMMUNITY HEALTH PORTFOLIO. THESE ADDITIONAL PROGRAMS WERE CAPTURED IN THE INVENTORY FOR THE WHOLE PICTURE OF CONTRIBUTING TO THE HEALTH OF THE COMMUNITIES SERVED AS WELL AS SORTED FOR WHAT COUNTS AS COMMUNITY BENEFIT FOR REGULATORY REPORTING.THE HOSPITAL'S COMMUNITY BENEFIT SERVICE AREA (CBSA) REMAINS THE SAME, BASED ON THE ADVISORY TASK FORCE (ATF) RECOMMENDATION. THE HOSPITAL IDENTIFIED NORTH CENTRAL BALTIMORE CITY AS ITS CBSA, WHICH INCLUDES ALL RESIDENTS LIVING IN ZIP CODES 21211, 21213 AND 21218. THE HOSPITAL SELECTED THIS GEOGRAPHIC AREA BASED ON HOSPITAL UTILIZATION DATA AND SECONDARY PUBLIC HEALTH DATA AS WELL AS ITS PROXIMITY TO THE HOSPITAL. THE ATF INCLUDED A DIVERSE GROUP OF INDIVIDUALS, INCLUDING HOSPITAL LEADERS, GRASSROOTS ACTIVISTS, COMMUNITY RESIDENTS, FAITH-BASED LEADERS, HOSPITAL REPRESENTATIVES, PUBLIC HEALTH LEADERS AND OTHER STAKEHOLDER ORGANIZATIONS, SUCH AS REPRESENTATIVES FROM LOCAL HEALTH DEPARTMENTS.MEDSTAR UNION MEMORIAL HOSPITAL'S HEALTH PRIORITIES FOR THE CBSA INCLUDE HEALTH AND WELLNESS (CHRONIC DISEASE PREVENTION AND MANAGEMENT, BEHAVIORAL HEALTH) AND SOCIAL DETERMINANTS OF HEALTH (SOCIAL NEEDS SCREENINGS, BALTIMORE JOBS).AS A PROUD MEMBER OF MEDSTAR HEALTH, REPRESENTATIVES FROM MEDSTAR UNION MEMORIAL HOSPITAL ROUTINELY PARTICIPATE IN THE MEDSTAR HEALTH COMMUNITY HEALTH WORKGROUP. THE WORKGROUP IS COMPRISED OF COMMUNITY HEALTH PROFESSIONALS WHO REPRESENT ALL TEN MEDSTAR HOSPITALS. THE TEAM ANALYZES LOCAL AND REGIONAL COMMUNITY HEALTH DATA, ESTABLISHES SYSTEM-WIDE COMMUNITY HEALTH PROGRAMMING PERFORMANCE AND EVALUATION MEASURES AND SHARES BEST PRACTICES.IN FY21, THE HOSPITAL CONDUCTED A CHNA AND PRODUCED A THREE-YEAR IMPLEMENTATION STRATEGY. THE DOCUMENT BECAME AVAILABLE ON THE HOSPITAL'S WEBSITE BY JUNE 30, 2021 AND WILL GUIDE PROGRAMMING PRIORITIES IN FISCAL YEARS 2022-2024.
PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEPART VI, LINE 3AS ONE OF THE REGION'S LEADING NOT-FOR-PROFIT HEALTHCARE SYSTEMS, MEDSTAR HEALTH IS COMMITTED TO ENSURING THAT UNINSURED PATIENTS; UNDERINSURED PATIENTS MEETING MEDICAL HARDSHIP CRITERIA; AND PATIENTS DETERMINED ELIGIBLE FOR PRESUMPTIVE ELIGIBILITY WITHIN THE COMMUNITIES WE SERVE WHO LACK FINANCIAL RESOURCES HAVE ACCESS TO EMERGENCY AND MEDICALLY NECESSARY HOSPITAL SERVICES. MEDSTAR HOSPITALS AND HOSPITAL BASED-PHYSICIAN PRACTICES WILL:-TREAT ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT, AND COMPASSION.-SERVE THE EMERGENCY HEALTH CARE NEEDS OF EVERYONE WHO PRESENTS TO OUR MEDSTAR HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES REGARDLESS OF A PATIENT'S ABILITY TO PAY FOR CARE.-ASSIST THOSE PATIENTS WHO ARE ADMITTED THROUGH OUR ADMISSION PROCESS FOR NON-URGENT, MEDICALLY NECESSARY CARE WHO CANNOT PAY FOR THE CARE THEY RECEIVE.-BALANCE NEEDED FINANCIAL ASSISTANCE FOR SOME PATIENTS WITH BROADER FISCAL RESPONSIBILITIES IN ORDER TO KEEP ITS HOSPITALS' DOORS OPEN FOR ALL WHO MAY NEED CARE IN THE COMMUNITY.IN MEETING ITS COMMITMENTS, MEDSTAR HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES WILL WORK WITH THEIR UNINSURED PATIENTS SEEKING EMERGENCY AND MEDICALLY NECESSARY CARE TO GAIN AN UNDERSTANDING OF EACH PATIENT'S FINANCIAL RESOURCES. BASED ON THIS INFORMATION AND ELIGIBILITY DETERMINATION, MEDSTAR HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES WILL PROVIDE FINANCIAL ASSISTANCE TO UNINSURED PATIENTS WHO RESIDE WITHIN THE COMMUNITIES WE SERVE IN ONE OR MORE OF THE FOLLOWING WAYS:-ASSIST WITH ENROLLMENT IN PUBLICLY-FUNDED ENTITLEMENT PROGRAMS (E.G., MEDICAID).-REFER PATIENTS TO STATE OR FEDERAL INSURANCE EXCHANGE NAVIGATOR RESOURCES.-ASSIST WITH CONSIDERATION OF FUNDING THAT MAY BE AVAILABLE FROM OTHER CHARITABLE ORGANIZATIONS.-PROVIDE FINANCIAL ASSISTANCE ACCORDING TO APPLICABLE POLICY GUIDELINES.-PROVIDE FINANCIAL ASSISTANCE FOR PAYMENT OF MEDSTAR HOSPITAL AND HOSPITAL-BASED PHYSICIAN PRACTICE CHARGES USING A SLIDING-SCALE BASED ON THE PATIENT'S HOUSEHOLD INCOME AND FINANCIAL RESOURCES.-OFFER PERIODIC PAYMENT PLANS TO ASSIST PATIENTS WITH FINANCING THEIR HEALTHCARE SERVICES.MEDSTAR HEALTH WILL WIDELY PUBLICIZE THE MEDSTAR FINANCIAL ASSISTANCE POLICY BY:-PROVIDING ACCESS TO THE MEDSTAR FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATIONS, AND MEDSTAR PATIENT INFORMATION SHEET ON ALL HOSPITAL WEBSITES AND PATIENT PORTALS.-PROVIDING HARD COPIES OF THE MEDSTAR FINANCIAL ASSISTANCE POLICY, MEDSTAR UNIFORM FINANCIAL ASSISTANCE APPLICATION, AND MEDSTAR PATIENT INFORMATION SHEET TO PATIENTS UPON REQUEST.-PROVIDING HARD COPIES OF THE MEDSTAR FINANCIAL ASSISTANCE POLICY, MEDSTAR UNIFORM FINANCIAL ASSISTANCE APPLICATION, AND MEDSTAR PATIENT INFORMATION SHEET TO PATIENTS UPON REQUEST BY MAIL AND WITHOUT CHARGE.-PROVIDING NOTIFICATION AND INFORMATION ABOUT THE MEDSTAR FINANCIAL ASSISTANCE POLICY BY: O OFFERING COPIES AS PART OF ALL REGISTRATION OR DISCHARGES PROCESSES, AND ANSWERING QUESTIONS ON HOW TO APPLY FOR ASSISTANCE. O PROVIDING WRITTEN NOTICES ON BILLING STATEMENTS. O DISPLAYING MEDSTAR FINANCIAL ASSISTANCE POLICY INFORMATION AT ALL HOSPITAL REGISTRATION POINTS. O TRANSLATING THE MEDSTAR FINANCIAL ASSISTANCE POLICY, MEDSTAR UNIFORM FINANCIAL ASSISTANCE APPLICATION, AND THE MEDSTAR PATIENT INFORMATION SHEET INTO PRIMARY LANGUAGES OF ALL SIGNIFICANT POPULATIONS WITH LIMITED ENGLISH PROFICIENCY.-MEDSTAR HEALTH WILL PROVIDE PUBLIC NOTICES YEARLY IN LOCAL NEWSPAPERS SERVING ALL HOSPITAL TARGET POPULATIONS.MEDSTAR HEALTH PROVIDES A FINANCIAL ASSISTANCE PROBABLE AND LIKELY ELIGIBILITY DETERMINATION TO THE PATIENT WITHIN TWO BUSINESS DAYS FROM RECEIPT OF THE INITIAL FINANCIAL ASSISTANCE APPLICATION. FINAL ELIGIBILITY DETERMINATIONS ARE MADE AND COMMUNICATED TO THE PATIENT BASED ON RECEIPT AND REVIEW OF A COMPLETED APPLICATION.MEDSTAR HEALTH BELIEVES THAT ITS PATIENTS HAVE PERSONAL RESPONSIBILITIES RELATED TO THE FINANCIAL ASPECTS OF THEIR HEALTHCARE NEEDS. FINANCIAL ASSISTANCE AND PERIODIC PAYMENT PLANS AVAILABLE UNDER THIS POLICY WILL NOT BE AVAILABLE TO THOSE PATIENTS WHO FAIL TO FULFILL THEIR RESPONSIBILITIES. FOR PURPOSES OF THIS POLICY, PATIENT RESPONSIBILITIES INCLUDE:-COMPLY WITH PROVIDING THE NECESSARY FINANCIAL DISCLOSURE FORMS TO EVALUATE THEIR ELIGIBILITY FOR PUBLICLY-FUNDED HEALTHCARE PROGRAMS, CHARITY CARE PROGRAMS, AND OTHER FORMS OF FINANCIAL ASSISTANCE. THESE DISCLOSURE FORMS MUST BE COMPLETED ACCURATELY, TRUTHFULLY, AND TIMELY TO ALLOW MEDSTAR HEALTH'S FACILITIES TO PROPERLY COUNSEL PATIENTS CONCERNING THE AVAILABILITY OF FINANCIAL ASSISTANCE.-WORKING WITH MEDSTAR HOSPITAL PATIENT ADVOCATES AND PATIENT FINANCIAL SERVICES STAFF TO ENSURE THERE IS A COMPLETE UNDERSTANDING OF THE PATIENT'S FINANCIAL SITUATION AND CONSTRAINTS.-MAKING APPLICABLE PAYMENTS FOR SERVICES IN A TIMELY FASHION, INCLUDING ANY PAYMENTS MADE PURSUANT TO DEFERRED AND PERIODIC PAYMENT SCHEDULES.-PROVIDING UPDATED FINANCIAL INFORMATION TO MEDSTAR HOSPITAL PATIENT ADVOCATES OR CUSTOMER SERVICE REPRESENTATIVES ON A TIMELY BASIS AS THE PATIENT'S FINANCIAL CIRCUMSTANCES MAY CHANGE.-IT IS A PATIENT'S RESPONSIBILITY, DURING THEIR 12-MONTH ELIGIBILITY PERIOD, TO NOTIFY MEDSTAR HEALTH OF THEIR EXISTING HOUSEHOLD ELIGIBILITY FOR FREE CARE, REDUCED COST-CARE, AND/OR ELIGIBILITY UNDER MEDICAL HARDSHIP PROVISIONS FOR MEDICAL NECESSARY CARE RECEIVED DURING THE 12-MONTH ELIGIBILITY PERIOD.-IN THE EVENT A PATIENT FAILS TO MEET THESE RESPONSIBILITIES, MEDSTAR RESERVES THE RIGHT TO PURSUE ADDITIONAL BILLING AND COLLECTION EFFORTS. IN THE EVENT OF NON-PAYMENT BILLING, AND COLLECTION EFFORTS ARE DEFINED IN THE MEDSTAR BILLING AND COLLECTION POLICY. A FREE COPY IS AVAILABLE ON ALL HOSPITAL WEBSITES AND PATIENT PORTALS VIA THE FOLLOWING URL: WWW.MEDSTARHEALTH.ORG/FINANCIALASSISTANCE, OR BY CALL CUSTOMER SERVICE AT 1-800-280-9006.PATIENTS OF MEDSTAR HEALTH'S HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES MAY BE ELIGIBLE FOR FULL FINANCIAL ASSISTANCE OR PARTIAL SLIDING-SCALE FINANCIAL ASSISTANCE UNDER THIS POLICY. THE PATIENT ADVOCATE AND PATIENT FINANCIAL SERVICES STAFF WILL DETERMINE ELIGIBILITY FOR FULL FINANCIAL ASSISTANCE AND PARTIAL SLIDING-SCALE FINANCIAL ASSISTANCE BASED ON REVIEW OF INCOME FOR THE PATIENT AND THEIR FAMILY (HOUSEHOLD), OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENT'S FAMILY, FAMILY SIZE, AND THE EXTENT OF THE MEDICAL COSTS TO BE INCURRED BY THE PATIENT.
COMMUNITY INFORMATIONPART VI, LINE 4GEOGRAPHIC AND DEMOGRAPHIC:THE COMMUNITIES THE ORGANIZATION SERVES INCLUDES ZIP CODES 21211, 21213 AND 21218.ZIP CODE 21211 (MEDFIELD, HAMPDEN, WOODBERRY/REMINGTON AREA) IS AN URBAN GEOGRAPHIC SERVICE AREA. THERE ARE 17,486 PEOPLE AND THE AVERAGE INCOME IS $58,210. THE COMMUNITIES INCLUDE RESIDENTS WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINE (10.1%), UNINSURED OVER 18 YEARS (7.0%), MEDICAID RECIPIENTS (42.5% BALTIMORE CITY), AND SINGLE PARENT HOUSEHOLDS (32.1%). THE TWO LEADING CAUSES OF DEATH ARE HEART DISEASE (26.1%) AND CANCER (19.3%), OTHER IMPORTANT METRICS INCLUDE THE ADULT SMOKING RATE (23.0% FOR BALTIMORE CITY) AND ADULT OBESITY RATE (33.6% BALTIMORE CITY). ZIP CODE 21213 (BELAIR/EDISON AREA) IS AN URBAN GEOGRAPHIC SERVICE AREA. THERE ARE 16,250 PEOPLE AND THE AVERAGE INCOME IS $38,906. THE COMMUNITIES INCLUDE RESIDENTS WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINE (29.1%), UNINSURED OVER 18 YEARS (13.9%), MEDICAID RECIPIENTS (42.5% FOR BALTIMORE CITY), AND SINGLE PARENT HOUSEHOLDS (73.2%). THE TWO LEADING CAUSES OF DEATH ARE HEART DISEASE (24.0%) AND CANCER (23.2%), OTHER IMPORTANT METRICS INCLUDE THE ADULT SMOKING RATE (23.0% FOR BALTIMORE CITY) AND THE ADULT OBESITY RATE (33.6% FOR BALTIMORE CITY). THERE ARE TWO HOSPITALS WITHIN A 15-MINUTE DRIVE SERVING THE COMMUNITY. ZIP CODE 21218 (THE WAVERLIES AREA) IS AN URBAN GEOGRAPHIC SERVICE AREA. THERE ARE 7,796 PEOPLE AND THE AVERAGE INCOME IS $32,652. THE COMMUNITIES INCLUDE RESIDENTS WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINE (23%), UNINSURED OVER 18 YEARS (14.7%), MEDICAID RECIPIENTS (42.5% BALTIMORE CITY), AND SINGLE PARENT HOUSEHOLDS (63.3%). THE TWO LEADING CAUSES OF DEATH ARE HEART DISEASE (24.1%) AND CANCER (23.4%), OTHER IMPORTANT METRICS INCLUDE THE ADULT SMOKING RATE (23% BALTIMORE CITY) AND THE ADULT OBESITY RATE (33.6% BALTIMORE CITY). THERE ARE THREE HOSPITALS WITHIN A 15-MINUTE DRIVE SERVING THE COMMUNITY. FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS ARE PRESENT IN BALTIMORE CITY INCLUDING PRIMARY CARE, MENTAL HEALTH, AND DENTAL HEALTH SPECIALTY.
PROMOTION OF COMMUNITY HEALTHPART VI, LINE 5AS A COMMUNITY PARTNER, MEDSTAR UNION MEMORIAL HOSPITAL ENGAGES IN SEVERAL COMMUNITY BENEFIT ACTIVITIES TO IMPROVE AND PROMOTE THE HEALTH AND WELLBEING OF THE COMMUNITY. PRIORITY AREAS, AS DETERMINED BY THE 2018 CHNA, FALL UNDER THREE AREAS OF FOCUS INCLUDING HEALTH AND WELLNESS, ACCESS TO CARE, AND SOCIAL DETERMINANTS OF HEALTH. PROGRAMS INCLUDE (BUT ARE NOT LIMITED TO):ACCESS TO CARETHE PRIORITY AREA IS ADDRESSING ACCESS TO BEHAVIORAL HEALTH SERVICES, INCLUDING MENTAL HEALTH AND SUBSTANCE USE TREATMENT. MEDSTAR UNION MEMORIAL HOSPITAL OFFERS SCREENING, BRIEF INTERVENTION, AND REFERRAL TO TREATMENT (SBIRT) PROGRAM TO SUPPORT INDIVIDUALS WITH SUBSTANCE USE DISORDER. AN ENHANCEMENT OF SBIRT INCLUDES THE OPIOID OVERDOSE SURVIVOR OUTREACH PROGRAM (OSOP). OSOP LINKS COMMUNITY MEMBERS WITH A HISTORY OF SUBSTANCE ABUSE TREATMENT WITH THE RESOURCES THEY NEED TO PREVENT A FUTURE OVERDOSE.MEDSTAR UNION MEMORIAL IS ALSO A FOUNDING AND CURRENT PARTNER OF SHEPHERD'S CLINIC, A FREE CLINIC FOR UNDERINSURED AND UNINSURED RESIDENTS OF THE HOSPITAL'S PRIMARY AND CBSA. STAFF ARE PROVIDED TO SUPPORT CLINIC OPERATIONS, INCLUDING A PROVIDER, WELLNESS DIRECTOR, AND ADMINISTRATIVE PERSONNEL. PATIENTS ARE SEEN THROUGH MEDICAL PERSONNEL PROVIDED BY THE HOSPITALS WHILE ALSO ABLE TO TAKE ADVANTAGE OF WELLNESS PROGRAM OFFERINGS AT JOY WELLNESS CENTER.MEDSTAR UNION MEMORIAL ALSO ADDRESSES ACCESS TO CARE BY HELPING TO REDUCE THE FINANCIAL BURDEN FOR PATIENTS AND THEIR FAMILIES. PATIENT FINANCIAL SERVICES PROVIDES FINANCIAL ASSISTANCE TO UNINSURED PATIENTS WHO RESIDE WITHIN THE COMMUNITY BY ASSISTING WITH ENROLLMENT IN PUBLICLY FUNDED ENTITLEMENT PROGRAMS, REFERRING PATIENTS TO STATE OR FEDERAL INSURANCE EXCHANGE NAVIGATOR RESOURCES AND ASSISTING WITH CONSIDERATION OF FUNDING THAT MAY BE AVAILABLE FROM OTHER CHARITABLE ORGANIZATIONS.HEALTH AND WELLNESSMEDSTAR UNION MEMORIAL HOSPITAL ADDRESSES HEALTH AND WELLNESS BY OFFERING A VARIETY OF PROGRAMS AND RESOURCES THAT SEEK TO ADDRESS CHRONIC DISEASE PREVENTION AND MANAGEMENT.MEDSTAR UNION MEMORIAL HOSPITAL'S COMMUNITY-BASED EDUCATION COURSES ARE OFFERED TO SUPPORT HEALTHY LIFESTYLE CHANGES FOR COMMUNITY MEMBERS. PROGRAMS INCLUDE THE CENTERS FOR DISEASE CONTROL LED DIABETES PREVENTION PROGRAM, DIABETES SELF-MANAGEMENT EDUCATION, FLU VACCINATION CLINICS, YOGA SERVICES, SENIOR PHYSICAL FITNESS, AND SMOKING CESSATION.SOCIAL DETERMINANTS OF HEALTHMEDSTAR UNION MEMORIAL HOSPITAL'S OTHER PRIORITY IS ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH OF THE COMMUNITY. COMMUNITY RESIDENTS SURROUNDING THE HOSPITAL HAVE BEEN TRAINED AND HIRED AS EITHER A COMMUNITY HEALTH ADVOCATE OR PEER RECOVERY COACH AS PART OF THE POPULATION HEALTH WORKFORCE DEVELOPMENT PROGRAM. THESE POSITIONS SERVE TO EMPOWER INDIVIDUALS AND THEIR FAMILIES INTO BETTER ECONOMIC CONDITIONS.AS PART OF THEIR RESPONSIBILITIES, THE COMMUNITY HEALTH ADVOCATE ROLES CONDUCT SOCIAL NEEDS SCREENINGS. SOCIAL NEEDS SCREENINGS ARE PROVIDED TO SCREEN FOR FOOD AND HOUSING INSECURITY, AND BARRIERS RELATED TO TRANSPORTATION, EMPLOYMENT, AND UTILITIES. IDENTIFIED NEEDS ARE ADDRESSED BY CONNECTING THE PARTICIPANT TO SOCIAL SERVICES AND OTHER RESOURCES IN THE COMMUNITY.MEDSTAR UNION MEMORIAL HOSPITAL HAS A PARTNERSHIP WITH UBER TO ADDRESS TRANSPORTATION BARRIERS TO ACCESS MEDICAL SERVICES. THROUGH THIS PARTNERSHIP, RIDES ARE PROVIDED TO PATIENTS AND/OR FAMILIES WITH FINANCIAL NEED. THE TRANSPORTATION ASSISTANCE ENABLES PATIENTS TO ATTEND NECESSARY APPOINTMENTS WITH THEIR HEALTH CARE PROVIDERS. FURTHER, MEDSTAR UNION MEMORIAL HOSPITAL ADDRESSES FOOD INSECURITY BY ENROLLING PATIENTS INTO A FOOD PRESCRIPTION DELIVERY PROGRAM THROUGH ITS PARTNER HUNGRY HARVEST. THIS TEMPORARY SOURCE OF FOOD ASSISTANCE ALLOWS COMMUNITY HEALTH ADVOCATES TO ADDRESS A LONG-TERM STRATEGY FOR FOOD ACCESS (E.G. MEALS ON WHEELS, ETC.).DISASTER READINESSTHE HOSPITAL STRENGTHENED THE COMMUNITY HEALTH RESILIENCE BY IMPROVING THE ABILITY OF THE COMMUNITY TO WITHSTAND AND RECOVER FROM CORONAVIRUS, A PUBLIC HEALTH EMERGENCY THAT SURFACED IN MARCH 2020. LEADERSHIP PARTICIPATED IN COMMUNITY-WIDE TASK FORCES AND STAFF IMPLEMENTED PROGRAMS ASSOCIATED WITH ADDRESSING HEALTH NEEDS ARISING FROM CORONAVIRUS. STAFF PLANNED AND IMPLEMENTED COMMUNITY RESPONSE EFFORTS INCLUDING COVID-19 TESTING AND VACCINATION EVENTS AND PUBLIC EDUCATION EFFORTS. EVENTS AND OUTREACH OCCURRED AT HOSPITAL CAMPUSES AND AT TARGETED COMMUNITY LOCATIONS SUCH AS SENIOR COMPLEXES, CHURCHES AND COMMUNITY CENTERS TO BEST REACH UNDERSERVED AND AT-RISK POPULATIONS. PPE (PERSONAL PROTECTIVE EQUIPMENT) AND CLINICAL EQUIPMENT WERE ALSO DONATED TO OTHER NON-PROFITS SUPPORTING DISASTER RELIEF EFFORTS.
AFFILIATED HEALTH CARE SYSTEMPART VI, LINE 6AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR UNION MEMORIAL HOSPITAL IS ABLE TO EXPAND ITS CAPACITY TO MEET THE NEEDS OF THE COMMUNITY BY PARTNERING WITH OTHER MEDSTAR HOSPITALS AND ASSOCIATED ENTITIES. MEDSTAR HEALTH RESOURCES ASSIST THE HOSPITAL IN COMMUNITY HEALTH PLANNING TO MEET THE NEEDS OF THE UNINSURED AND OTHER VULNERABLE POPULATIONS. THROUGH ITS COMMUNITY HEALTH FUNCTION, MEDSTAR HEALTH PROVIDES MEDSTAR UNION MEMORIAL HOSPITAL WITH TECHNICAL SUPPORT TO ENHANCE COMMUNITY HEALTH PROGRAMMING AND EVALUATION. MEDSTAR'S CORPORATE PHILANTHROPY DEPARTMENT IDENTIFIES AND SEEKS PUBLIC AND PRIVATE FUNDING SOURCES TO ENSURE THE AVAILABILITY OF HIGH-QUALITY HEALTH SERVICES, REGARDLESS OF ABILITY TO PAY.
STATE FILING OF COMMUNITY BENEFIT REPORTPART VI, LINE 7THE COMMUNITY BENEFIT REPORT FOR MEDSTAR UNION MEMORIAL HOSPITAL IS FILED IN THE STATE OF MARYLAND.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN HEART ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17272 GREENVILLE AVENUE DALLASAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Recipient EIN135613797RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$65,000CashGrantAmt
Purpose Of GrantSPONSORSHIP: HEART WALK 2021PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationOUR 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

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
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 Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 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
KENNETH A SAMET
DIRECTOR$0$4,558,041$0$1,997,518$0$2,853,113$0$56,948$0$36,000$0$9,501,620$0$0
DAVID MARTIN MD
DIRECTOR$0$1,335,320$0$277,873$0$10,324$0$8,550$0$21,186$0$1,653,253$0$0
ZEENA DORAI MD
DIRECTOR$1,106,125$115,639$360,931$0$13,280$0$8,550$0$9,771$0$1,498,657$115,639$0$0
MESFIN A LEMMA
DIRECTOR$246,250$350,693$430,117$502,537$0$0$8,550$0$2,295$0$687,212$853,230$0$0
BRADLEY CHAMBERS
PRESIDENT/DIRECTOR$323,318$323,318$318,268$318,268$0$0$22,287$0$32,730$0$696,603$641,586$0$0
STUART BELL
VP, MEDICAL AFFAIRS$267,335$267,335$190,161$190,161$0$0$13,708$0$19,874$0$491,078$457,496$0$0
MICHAEL FIOCCO MD
DIRECTOR (UNTIL 10/21)$705,780$0$100,360$0$0$0$8,550$0$20,617$0$835,307$0$0$0
PAUL TORTOLANI MD
PHYSICIAN$572,818$0$170,987$0$0$0$0$0$10,334$0$754,139$0$0$0
GEORGE D BITTAR MD
DIRECTOR$608,172$0$58,057$0$0$0$8,550$0$16,182$0$690,961$0$0$0
DEANA STOUT
CHIEF FINANCIAL OFFICER$165,742$165,742$82,181$82,181$24,371$24,371$28,253$0$24,321$0$324,868$272,294$0$0
SHAMS QUAZI MD
PHYSICIAN$202,849$202,850$25,180$25,180$0$0$8,550$0$20,351$0$256,930$228,030$0$0
NEIL MACDONALD
VP, OPERATIONS$164,914$164,914$43,277$43,277$0$0$41,893$0$19,222$0$269,306$208,191$0$0
DR ELIAS SHAYA MD
DIRECTOR$0$434,901$0$25,360$0$0$0$9,190$0$1,389$0$470,840$0$0
ESKANDER YAZAJI
DIRECTOR$340,435$0$360$0$0$0$8,550$0$20,264$0$369,609$0$0$0
KAREN OWINGS
CNO$129,497$129,497$34,612$34,612$0$0$9,500$9,499$8,247$8,247$181,856$181,855$0$0
ALAN SHIKANI MD
PHYSICIAN$323,313$0$360$0$0$0$6,479$0$9,911$0$340,063$0$0$0
GEORGE HENNAWI MD
DIRECTOR$154,415$130,231$0$24,560$0$0$8,550$0$20,191$0$183,156$154,791$0$0
PETER KUEHL MD
PHYSICIAN$280,635$0$360$0$0$0$8,430$0$1,212$0$290,637$0$0$0
DAVID WEISMAN DO
DIRECTOR$142,147$67,106$12,068$0$0$0$0$10,375$0$19,894$154,215$97,375$0$0
PETER J SLOANE MD
DIRECTOR (UNTIL 01/21)$153,124$0$360$0$0$0$5,131$0$64$0$158,679$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SOCIAL CLUB DUESSCHEDULE J, PART I, LINE 1 THE ORGANIZATION PAID BUSINESS 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.
SUPPLEMENTAL RETIREMENT PLANSCHEDULE J, PART III MR. SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(II) AND (III) INCLUDES A PAYMENT OF $1,483,604, WHICH REPRESENTS BENEFITS ACCRUED THROUGH AN EXECUTIVE RETIREMENT PLAN THAT IS COMPRISED OF TARGET BENEFITS CALCULATED ANNUALLY USING COMPENSATION AND YEARS OF SERVICE AND $2,853,113, 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. BRADLEY CHAMBERS' COMPENSATION IS FOR SERVICES PROVIDED AS PRESIDENT TO BOTH MEDSTAR GOOD SAMARITAN HOSPITAL AND MEDSTAR UNION MEMORIAL HOSPITAL. DEANA STOUT'S COMPENSATION IS FOR SERVICES PROVIDED AS CFO TO BOTH MEDSTAR GOOD SAMARITAN HOSPITAL AND MEDSTAR UNION MEMORIAL HOSPITAL. STUART BELL, KAREN OWINGS, AND NEIL MACDONALD'S COMPENSATION IS FOR SERVICES PROVIDED AS VP MEDICAL AFFAIRS, CNO, AND VP OPERATIONS, RESPECTIVELY, AT BOTH MEDSTAR GOOD SAMARITAN HOSPITAL AND MEDSTAR UNION MEMORIAL HOSPITAL. DR. ZEENA DORAI'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B) (III) INCLUDES $6,175 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT RECEIVED BY DR. DORAI.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ACME PAPER & SUPPLY CO INC
SEE PART V$1,077,134PACKAGING SUPPLIES VENDOR0
SMITH & NEPHEW INC
SEE PART V$878,745MEDICAL EQUIPMENT SERVICES0
MEDSTAR UNION MEMORIAL HOSPITAL AUXILIARY
SEE PART V$134,629MEDICAL EQUIPMENT SERVICES0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceBUSINESS TRANSACTION INVOLVING INTERESTED PERSONSFormAndLineReferenceDesc
ExplanationSCHEDULE L, PART IVTHE FOLLOWING ARE SUBSTANTIAL CONTRIBUTORS (IN EXCESS OF $5,000) THAT ALSO PROVIDED SERVICES TO MEDSTAR UNION MEMORIAL HOSPITAL VALUED IN EXCESS OF $100,000: ACME PAPER & SUPPLY CO, SMITH AND NEPHEW, AND MEDSTAR UNION MEMORIAL HOSPITAL AUXILIARY COMPANY. PER MEDSTAR'S CONFLICT OF INTEREST POLICY, THESE TRANSACTIONS ARE AT ARMS-LENGTH FOR FAIR MARKET VALUE.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$276,748NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 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 12CCONFLICT OF INTEREST POLICY 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 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 OVER 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 XI, LINE 9:EQUITY TRANSFERS -13,715,950. INCOME TAX PROVISION 4,305.
FINANCIAL STATEMENTS AND REPORTINGPART XII, LINE 2C THE UNION MEMORIAL HOSPITAL IS PART OF THE MEDSTAR HEALTH, INC. AUDIT AND SUBJECT TO OVERSIGHT BY THE AUDIT COMMITTEE OF THE MEDSTAR BOARD.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtDirect Controlling NADirectControllingNACd
MEDSTAR HEALTH ANESTHESIA SERVICES D LLC
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218205909921HEALTH SVCSMD$0$0N/A
BALTIMOREWASHINGTON PATHOLOGY GROUP LLC
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218522242146HEALTH SVCSMD$0$0N/A
UNION MEMORIAL IMAGING LLC
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218272549579HEALTH SVCSMD$463,664,307$246,794,666N/A

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
FRANKLIN SQUARE HOSPITAL CENTER INC
9000 FRANKLIN SQUARE DRIVEBALTIMOREMD21237520608007HOSPITALMD501(C)(3)LINE 3N/AYes (1)
HARBOR HOSPITAL INC
3001 SOUTH HANOVER STREETBALTIMOREMD21225520491660HOSPITALMD501(C)(3)LINE 3N/AYes (1)
MEDSTAR HEALTH INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044522087445MEDICAL SVCSMD501(C)(3)LINE 12C, III-FIN/A0
MONTGOMERY GENERAL HOSPITAL
18101 PRINCE PHILIP DRIVEOLNEYMD20832520646893HOSPITALMD501(C)(3)LINE 3N/AYes (1)
THE GOOD SAMARITAN HOSPITAL OF MARYLAND
5601 LOCH RAVEN BLVDBALTIMOREMD21239520591607HOSPITALMD501(C)(3)LINE 3N/AYes (1)
MEDSTAR HEALTH RESEARCH INSTITUTE
108 IRVING STREET NWWASHINGTONDC20010526056274HOSPITALDC501(C)(3)LINE 4N/AYes (1)
THE MEDSTAR-GEORGETOWN MEDICAL CENTER I
HOPSITAL ADMIN 1 MAIN BLDGWASHINGTONDC20007522218584HOSPITALDC501(C)(3)LINE 3N/AYes (1)
WASHINGTON HOSPITAL CENTER CORPORATION
110 IRVING STREET NWWASHINGTONDC20010521272129HOSPITALDC501(C)(3)LINE 3N/AYes (1)
HH MEDSTAR HEALTH INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521542230MEDICAL SVCSMD501(C)(3)LINE 12C, III-FIN/AYes (1)
MEDSTAR AMBULATORY SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521132992ADMIN SVCSMD501(C)(3)LINE 12C, III-FIN/AYes (1)
BAY LIFE SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521496539MENTAL HEALTHMD501(C)(3)LINE 10N/AYes (1)
MEDSTAR SURGERY CENTER INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521061679MEDICAL SVCSMD501(C)(3)LINE 10N/AYes (1)
CHURCH HOME AND HOSPITAL OF THE CITY OF
10980 GRANTCHESTER WAYCOLUMBIAMD21044520591600MEDICAL FUNDMD501(C)(3)LINE 12A, IN/AYes (1)
GOOD SAMARITAN NURSING CENTER INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521672866MEDICAL SVCSMD501(C)(3)LINE 10N/AYes (1)
GS HOUSING INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521481656ELDER HOUSINGMD501(C)(3)LINE 10N/AYes (1)
GS PROPERTIES INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521429853ADMIN SVCSMD501(C)(3)LINE 12A, IN/AYes (1)
MEDSTAR HEALTH INFUSION INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521980510MEDICAL SVCSMD501(C)(3)LINE 10N/AYes (1)
MEDSTAR HEALTH VISITING NURSES ASSOCIATI
4061 POWDERMILL ROADCALVERTONMD20705530196597MEDICAL SVCSMD501(C)(3)LINE 10N/AYes (1)
MEDSTAR VNA HEALTHCARE
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521458516MEDICAL SVCSMD501(C)(3)LINE 10N/AYes (1)
MGH COMMUNITY HEALTH INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521372467MEDICAL SVCSMD501(C)(3)LINE 10N/AYes (1)
MGH HEALTH SERVICES INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521366812FOUNDATIONMD501(C)(3)LINE 12B, IIN/AYes (1)
MGH WOMEN'S BOARD
18101 PRINCE PHILIP DRIVEOLNEYMD20832526039600FOUNDATIONMD501(C)(3)LINE 12C, III-FIN/AYes (1)
NATIONAL REHABILITATION HOSPITAL
102 IRVING STREET NWWASHINGTONDC20010521369749HOSPITALDC501(C)(3)LINE 3N/AYes (1)
NRH REGIONAL REHAB AT OLNEY INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832522310902MEDICAL SVCSMD501(C)(3)LINE 3N/AYes (1)
SUBURBAN NRH MEDICAL REHABILITATION I
102 IRVING STREET NWWASHINGTONDC20010521931151MEDICAL SVCSDC501(C)(3)LINE 3N/AYes (1)
THE THOMAS O'NEIL CATHOLIC HEALTH CARE F
5601 LOCH RAVEN BLVDBALTIMOREMD21239521104382FOUNDATIONMD501(C)(3)LINE 12D, III-ON/AYes (1)
VNA INC
4061 POWDERMILL ROAD SUITE 21CALVERTONMD20705521332411ADMIN SVCSMD501(C)(3)LINE 12A, IN/AYes (1)
WOODBOURNE WOODS INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239522299070ELDER HOUSINGMD501(C)(3)LINE 10N/AYes (1)
HOSPICE OF ST MARY'S INC
PB BOX 527LEONARDTOWNMD20650522153926SUPPORT ORGMD501(C)(3)LINE 12A, IN/AYes (1)
ST MARY'S HOSPITAL OF ST MARY'S COUNTY
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650520619006HOSPITALMD501(C)(3)LINE 3N/AYes (1)
MEDSTAR SOUTHERN MD HOSPITAL CENTER
7503 SURRATTS ROADCLINTONMD20735460726303HOSPITALMD501(C)(3)LINE 3N/AYes (1)
MEDSTAR HEALTH INC & AFFILIATES MASTER
10980 GRANTCHESTER WAYCOLUMBIAMD21044467454613RET. TRUSTMD501(A)N/AN/AYes (1)
CHURCH HOME CORPORATION
10980 GRANTCHESTER WAYCOLUMBIAMD21044237374724MEDICAL FUNDMD501(C)(3)PFN/AYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 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 ROAD SUITE 200ROCKVILLEMD20853521534253MRI 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
MEDSTAR HEALTHSURGCENTER DEVELOPMENT JV
10980 GRANTCHESTER WAYCOLUMBIAMD21044821073412SURGERYMDN/AN/A00
10 ST PATRICK'S DRIVE LLC
10 ST PATRICKS DRIVEWALDORFMD20603832261766REAL ESTATEMDN/AN/A00
MEDSTAR ENDOSCOPY CTR AT LUTHERVILLE LL
1300 BELLONA AVELUTHERVILLEMD21093823193901SURGERYMDN/AN/A00
CAPITAL ENDOSCOPY LLC
6475 NEW HAMPSHIRE AVEHYATTSVILLEMD20783134244093SURGERYMDN/AN/A00
GREATER CHESAPEAKE SURGERY CENTER LLC
1212 YORK ROADLUTHERVILLEMD21093841479788SURGERYMDN/AN/A00
NRH CPT REGIONAL REHAB LLC
10980 GRANTCHESTER WAYCOLUMBIAMD21044522107062REHAB SERVICESMDN/AN/A00
4240 ALTAMONT PLACE LLC
103 CENTENNIAL STREET SUITE KLA PLATAMD20646861202310REAL ESTATEMDN/AN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 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 MEDICAL GROUP LLC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521955580MEDICAL 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
SITEL INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044900753340EDUCATIONALMDN/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 SCVSMDN/AC0
ST MARY'S HEALTH ALLIANCE INC
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650521930331MEDICAL SCVSMDN/AC0
GREENSPRING FINANCIAL INSURANCE LIMITED
980188617INSURANCEN/AC0878 WEST BAY RD PO BOX 1159GRAND CAYMANCJKY1-1102CJ
ST MARY'S CONDO ASSOCIATION
25500 POINT LOOKOUT RDLEONARDTOWNMD20650273377216CONDOMINIUMSMDN/AC0
MEDSTAR HEALTH MASTER RETIREMENT TRUST I
981371657INVESTMENTSN/AC0103 SOUTH CHURCH STGRAND CAYMANCJKY1-1002CJ
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 SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (13 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HH MEDSTAR HEALTH
P$123,586,933FMV
FRANKLIN SQUARE HOSPITAL CENTER INC
P$4,302,923FMV
THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC
Q$1,712,475FMV
HARBOR HOSPITAL INC
Q$2,946,886FMV
WASHINGTON HOSPITAL CENTER CORPORATION
P$3,246,457FMV
NATIONAL REHABILITATION HOSPITAL
P$757,904FMV
THE MEDSTAR-GEORGETOWN MEDICAL CENTER INC
P$9,861,873FMV
MONTGOMERY GENERAL HOSPITAL
Q$21,780,173FMV
ST MARY'S HOSPITAL OF ST MARY'S COUNTY INC
Q$69,965FMV
MEDSTAR SOUTHERN MD HOSPITAL CENTER INC
Q$435,825FMV
MEDSTAR AMBULATORY SERVICES INC
P$2,486,176FMV
MEDSTAR HEALTH RESEARCH INSTITUTE
P$1,032,171FMV
BAY LIFE SERVICES INC
P$2,210,149FMV