2020-07-10T19:29:30-05:00 2019-06-30 KPMG LLP 8350 Broad Street Suite 900 McLean VA 22102 990 2018-07-01 520591685 The Union Memorial Hospital % JOEL BRYAN UNIO 4107726721 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 JOEL BRYAN VP/Treasurer 4107726721 2020-07-10 true JG WHITE P01498698 7032868000 2020-06-15 199.207.253.101 54028020201925000034 2020-07-10 P D160CDB606117D3BA0F7F0AC5249F06B9A524E89 3AAD66ADA2E5DF4BC89011C66E354EB32E898C52 2018 2020-09-23 17:36:50Z MEDSTAR UNION MEMORIAL HOSPITAL BRADLEY CHAMBERS 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 440152905 false X WWW.UNIONMEMORIAL.ORG X 1854 MD TO BE A COMPREHENSIVE HOSPITAL WITH REGIONAL SPECIALTY SERVICES OF DISTINCTION AND QUALITY COMMUNITY SERVICES, ALL ENHANCED BY CLINICAL EDUCATION & RESEARCH. 22 14 2402 52 441879 0 3816080 2650542 448816407 431281657 2170681 1704120 7317260 4516586 462120428 440152905 0 35000 0 0 228733138 229139288 0 0 0 221306394 219180133 450039532 448354421 12080896 -8201516 212486372 223991566 57921883 54014682 154564489 169976884 X As a proud member of MedStar Health, MedStar Union Memorial Hospitals (MedStar Union Memorial) mission is to be a comprehensive hospital with regional specialty services of distinction and quality community services, all enhanced by clinical education and research. MedStar Union Memorial is an acute care hospital located in the north-central section of Baltimore City, Maryland. In fiscal year 2019, MedStar Union Memorial had approximately 10,726 inpatient admissions and approximately 298,210 outpatient visits including 51,743 emergency visits. false false 337574328 35000 430939298 MedStar Union Memorials 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 $81.2M 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 Memorials 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 Americas 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 Americas 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. 22299324 0 0 MedStar Union Memorial provided $22.3M in health professions education in fiscal year 2019. This category includes training in graduate medical education, education for physicians, medical students, nurses, and other health professions. 7236329 0 0 MedStar Union Memorial provided $7.2M in charity care in fiscal year 2019. Charity care is provided pursuant to MedStar Healths Financial Assistance Policy to members of the community whose income is below certain thresholds and for which the hospital is not compensated. Under Marylands unique payer system, the amount reported represents MedStar Union Memorials charity care expense. Other charity care expenses are indirectly reimbursed via the state of Marylands payment system. 367109981 true true false false false false false false false false true true false false true true false true false false false false false false false false true true true false true false false false false false false false true false false false false true true true true false false true 0 0 true 2402 true true true false false false false false false false false false false false X 22 14 false false false false true true true true true false false true true true true true true true true true false MD X JOEL BRYAN 4107726721 10980 GRANTCHESTER WAY COLUMBIA MD 21044 X Peter J Sloane MD Director 20.0 20.0 X 75890 75889 9742 Michael Fiocco MD DIRECTOR 40.0 0.0 X 702922 0 21751 Christopher D Kearney MD DIRECTOR 1.0 39.0 X 0 303411 13549 Michael Randolph MD DIRECTOR 1.0 0.0 X 0 0 0 Kenneth A Samet DIRECTOR 1.0 39.0 X 0 6910499 87839 Bradley S Chambers President/DIRECTOR 20.0 20.0 X X 594727 594727 53584 David Norris Willis Director 1.0 0.0 X 0 0 0 Derrick A Adams Director (UNTIL 10/18) 1.0 0.0 X 0 0 0 Eileen Auen Director 1.0 0.0 X 0 0 0 Nathan J BIEL Director 1.0 0.0 X 0 0 0 Savas J Karas Chair 1.0 0.0 X 0 0 0 Nancy Perry Director 1.0 0.0 X 0 0 0 John A Wolf DIRECTOR 1.0 0.0 X 0 0 0 Christopher G Wunder DIRECTOR (UNTIL 10/18) 1.0 0.0 X 0 0 0 William F Rienhoff IV DIRECTOR (UNTIL 9/18) 1.0 0.0 X 0 0 0 Peter R Fenwick DIRECTOR 1.0 0.0 X 0 0 0 Dawn M Motovidlak Vice Chair 1.0 0.0 X 0 0 0 James R Paquette Director 1.0 0.0 X 0 0 0 Christopher P GIBSON Director 1.0 0.0 X 0 0 0 Jeffrey R Elkin Director 1.0 0.0 X 0 0 0 George D Bittar Director 20.0 20.0 X 326598 326597 16846 Zeena DORAI MD Director 40.0 0.0 X 1227765 0 17681 Eskandar Alex Yazaji DIRECTOR 40.0 0.0 X 306117 0 29283 Kathleen Dyer Director (AS OF 9/18) 1.0 0.0 X 0 0 0 Ellen R Fish Director (AS OF 9/18) 1.0 0.0 X 0 0 0 Deana Stout Chief Financial Officer 20.0 20.0 X 231137 231137 47914 STUART BELL VP, Medical Affairs 20.0 20.0 X 402510 402510 28189 Neil Macdonald VP OPERATIONS 20.0 20.0 X 194849 194849 57568 Frank Ebert MD Physician 40.0 0.0 X 1312590 0 37877 Henry Boucher MD Physician 40.0 0.0 X 1166691 0 30992 Anand Murthi MD Medical Director 40.0 0.0 X 1172268 0 9781 John Wang Chief of Cardiac Cath Lab 40.0 0.0 X 1153674 0 30299 Richard Levine Physician 40.0 0.0 X 1144400 0 29688 JOSEPH SMITH FORMER OFFICER 0.0 0.0 X 147864 0 0 10160002 9039619 522583 500 true true false AMN HEALTHCARE INC 2735 Collection Center Dr CHICAGO IL 60693 Staffing Services 9534332 MORRISON MANAGEMENT SPECIALIST 4721 MORRISON DRIVE MOBILE AL 36609 FOOD SERVICES 3667591 CT ASSIST LLC PO Box 524 PHILIPPI WV 26416 STAFFING SERVICES 1827565 STANDARD PARKING CORP 900 North Michigan Avenue SUITE 160 CHICAGO IL 60611 PARKING SERVICES 1077781 ROLYN COMPANIES INC 5706 Frederick Ave ROCKVILLE MD 20852 Medical services 776530 39 295449 2355093 19335 2650542 NET PATIENT SERVICE REVENUE 621400 423749309 423406950 342359 PHARMACY 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11414 0 0 2390413 2762547 49535198 45059634 0 0 0 0 0 0 6655880 6739762 628045 699918 385484859 289557568 79322821 95927291 0 0 72153337 68977606 0 0 0 0 1796559 3813394 212486372 223991566 32428671 32170444 0 0 2747032 3393476 0 0 0 0 0 0 0 0 0 0 22746180 18450762 57921883 54014682 X 117523212 132973095 10675300 10585443 26365977 26418346 154564489 169976884 212486372 223991566 X -8201516 333263 23280648 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1925817 1925817 136183919 112517179 23666740 2217977 1828018 389959 219606752 173744265 45862487 25550394 1468106 24082288 95927291 RESTRICTED INVESTMENT FUNDS 34851736 F BOARD DESIGNATED 34125870 F 68977606 0 ADVANCES FROM 3RD PARTY PAYORS 10304630 CREDIT BALANCE PATIENT A/R 2198390 DEFERRED INCOME 1336978 WORKERS COMPENSATION 1753285 UCC POOL LIABILITY 549756 PENDING PFS REFUNDS 648852 STOCK OPTION PLAN 175920 OTHER LIABILITIES 1482951 18450762 X FIN 48 FOOTNOTE SCHEDULE 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, 2019. true true X true X true X true true true false true true 7236329 7236329 0.01610 7236329 7236329 0.01610 1668225 200885 1467340 0.00330 22299324 0 22299324 0.04970 6449568 4025030 2424538 0.00540 2203362 53986 2149376 0.00480 109897 0 109897 0.00020 32730376 4279901 28450475 0.06340 39966705 4279901 35686804 0.07950 13050 13050 35720 35720 0.00010 26386 26386 0.00010 9279 9279 84435 84435 0.00020 true 6865012 true true 1 1 UNION MEMORIAL HOSPITAL 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 X X X X UNION MEMORIAL HOSPITAL 1 false false true X X X X X X X X X 17 true false false true X WWW.MEDSTARUNIONMEMORIAL.ORG X true 17 true WWW.MEDSTARUNIONMEMORIAL.ORG false true X 200. 400. X X X X X X true true X X X X true X WWW. MEDSTARUNIONMEMORIAL.ORG X WWW. MEDSTARUNIONMEMORIAL.ORG X WWW.MEDSTARUNIONMEMORIAL.ORG X X X X X X true X false X X X X true X false false CHNA INPUT Part V, Section B, Line 5 Hospital Lead Role Description The 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 Morgan Executive Sponsor Role Description The 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: BRADLEY CHAMBERS AND STUART BELL, M.D. Advisory Task Force Role Description The 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 TITLE/AFFILIATION WITH NAME OF ORGANIZATION HOSPITAL AARON KAUFMAN COMMUNITY LEADER CENTRAL BALTIMORE PARTNERSHIP ALLAN NOONAN,MD BOARD MEMBER MGSH BERNIE PHYSICIAN ADVISOR MGSH RAVITZ,MD BRAD CHAMBERS EXECUTIVE SPONSOR MGSH, MUMH PRESIDENT CARMEL ROQUES CEO KESWICK - MARYLAND DANA FRANK,MD CHAIRMAN, MEDICINE MGSH, MUMH DAWN MOTOVIDLAK BOARD MEMBER MUMH DEBORAH DIRECTOR, MARKETING AND MGSH BANGLEDORF COMMUNICATIONS DEBORAH BENA COMMUNITY HEALTH AND MGSH, MUMH MINISTRY COORDINATOR EMILIE GILDE FORMER DIRECTOR, TOBACCO BALTIMORE CITY HEALTH USE/CVD/DIABETES/CANCER DEPARTMENT PREVENTION EVANGELINE COMMUNITY REPRESENTATIVE ST. MATTHEW'S CHURCH WAIHENYA GEORGE FARLEY AVP, MISSION INTEGRATION MGSH KEN WALSCH ASSISTANT VICE PRESIDENT, MGSH QUALITY, SAFETY, RISK MANAGEMENT KERRY MARTINEZ DIRECTOR SHEPHERD'S JOY WELLNESS KIM SYDNOR,PHD DEAN MORGAN STATE UNIVERSITY KIMBERLY MAYS SR. DIRECTOR, MULTICULTURAL AMERICAN HEART AFFAIRS ASSOCIATION LISA GHINGER EXECUTIVE DIRECTOR HAMPDEN FAMILY CENTER MARK FLETCHER COMMUNITY LEADER BALTIMORE CITY EMS MARTIN VICE PRESIDENT, MEDICAL MGSH BINSTOCK, MD AFFAIRS MELVIN WILSON EXECUTIVE DIRECTOR TURNAROUND TUESDAY NICHOLE BATTLE CEO GEDCO NILESH CHIEF HEALTH OFFICER HEALTHCARE FOR HOMELESS KALYANARAMAN PAT JONES DIRECTOR, IMMIGRATION ST. MATTHEW'S CHURCH OUTREACH SERVICE CENTER PEGGY THOMAS COMMUNITY REPRESENTATIVE COMMUNITY RESIDENT RANDOLPH ROWEL ASSOCIATE PROFESSOR, MORGAN STATE UNIVERSITY CHAIR OF DEPARTMENT OF BEHAVIORAL HEALTH SCIENCES RITU PRASAD,MD PHYSICIAN ADVISOR MUMH RYAN MORAN DIRECTOR, COMMUNITY HEALTH MGSH, MHH, MUMH SAVAS KARAS BOARD MEMBER MUMH SHEILA WILLIAMS COMMUNITY REPRESENTATIVE HUBER MEMORIAL CHURCH SHELY CHOO SENIOR MEDICAL ADVISOR BALTIMORE CITY HEALTH DEPARTMENT SONIA FIERRO- COMMUNITY LEADER SPANISH SPEAKING HEALTH LUPERINI LEADERS OF MARYLAND SONYA GRAY BOARD MEMBER MGSH STUART BELL,MD EXECUTIVE SPONSOR MUMH VP MEDICAL AFFAIRS TRACY HOLCOMB RN, CDE SHEPHERD'S CLINIC IMPLEMENTATION STRATEGIES PART V, SECTION B, LINE 11 THE 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 HOSPITALS STRENGTHS. CHARITY CARE AT COST PART I, LINE 7A MARYLAND'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 MEDICAID PART I, LINE 7B MARYLAND'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 DEBT PART III, LINES 2 & 4 MEDSTAR 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. MEDICARE PART III, LINE 8 MARYLAND'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 9B IF 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 ASSESSMENT PART VI, LINE 2 In FY18, MedStar Union Memorial Hospital (MUMH) 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 hospitals FY18 CHNA and three-year Implementation Strategies were endorsed by MUMHs Board of Directors and approved by the MedStar Health Board of Directors. The document became available on the hospitals 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 hospitals 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 hospitals 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. MUMHs 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 MUMH 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. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 As one of the regions leading not-for-profit healthcare systems, MedStar Health is committed to ensuring that uninsured patients and underinsured patients meeting medical hardship criteria within the communities we serve who lack financial resources have access to emergency and medically necessary hospital services. MedStar Health and its healthcare facilities will: . Treat all patients equitably, with dignity, respect, and compassion; . Serve the emergency health care needs of everyone who presents to our facilities 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 Healths facilities will work with their uninsured patients seeking emergency and medically necessary care to gain an understanding of each patients financial resources. Based on this information and eligibility determination, MedStar Health facilities 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 facility charges using a sliding-scale based on the patients household income and financial resources; . Offer periodic payment plans to assist patients with financing their healthcare services. Each facility publicizes 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 notification and information about the MedStar Financial Assistance Policy by offering copies as part of all registration or discharges processes, and answering questions on how to apply for assistance; . Providing written notices on billing statements; . Displaying MedStar Financial Assistance Policy information at all hospital registration points; . 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 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: . Complying 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 Healths facilities to properly counsel patients concerning the availability of financial assistance); . Working with the facilitys Patient Advocates and Patient Financial Services staff to ensure there is a complete understanding of the patients 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 the facilitys Patient Advocates or Customer Service Representatives on a timely basis as the patients financial circumstances may change. . It is the responsibility of the patient to inform the MedStar hospital of their existing eligibility under a medical hardship during the 12-month 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 or by calling customer service at 1-800-280-9006. Uninsured patients of MedStar Healths facilities 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 patients family, family size, and the extent of the medical costs to be incurred by the patient. COMMUNITY INFORMATION PART VI, LINE 4 Geographic: MUMHs CBSA includes residents in the ZIP codes of 21211, 21213 and 21218. 21211 includes the neighborhoods of Medfield, Hampden, Woodberry and Remington, all four located in the northwest section of Baltimore City. Hampden was originally settled as a residential community for workers at the mills that had sprung up along the Jones Falls. Many of the workers came from Kentucky, West Virginia, and western Pennsylvania, due to the abundance of jobs the mills provided. This influx cemented the image of the neighborhood for the decades that followed as working-class. 21213 is the Belair Edison neighborhood, located along Harford and Bel Air Roads, above Sinclair Lane, bounded on its eastern and northern side by Herring Run Park. It is a predominantly residential neighborhood with houses that range from lower income to middle class. Waverly, within 21218, is a neighborhood in the north central area of Baltimore City located to the north of the adjacent same neighborhood called Better Waverly and west of Ednor Gardens-Lakeside, north and east of Charles Village. This geographic area was selected based on hospital utilization and secondary data, as well as its close proximity to the hospital and opportunities to build on pre-existing programs, services and partnerships. Demographics: The total population of 21211 is 16,859 with 77% of its residents white. The median household income is 58,210, poverty rate is 10.1%, uninsured over the age of 18 is 7%, and single parent households are 32.1%. According the 2017 Baltimore City Neighborhood Health Profile Report, the life expectancy is 75.5, with heart disease and cancer being the leading causes of death. The total population of 21213 is 30,200 with 88.8% of its residents African American. The median household income is 38,906, poverty rate is 29.1%, uninsured over the age of 18 is 13.9% and single parent households are 73.2%. According the 2017 Baltimore City Neighborhood Health Profile Report, the life expectancy is 72, compared to the average of 73.6 for Baltimore City, with heart disease and cancer being the leading causes of death. The total population of Waverly located in 21218 is 7,796 with 76% of its residents being African American. The median household income is 32,625, poverty rate is 23%, uninsured over the age of 18 is 14%, and single parent households are 63%. According the 2017 Baltimore City Neighborhood Health Profile Report, the life expectancy is 72, compared to the average of 73.6 for Baltimore City, with heart disease and cancer being the leading causes of death. PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 As a community partner, MUMH engages in several community benefit activities to improve and promote the health and wellbeing of the community. Priority areas of focus, as determined by the 2018 CHNA, are Health and Wellness (Chronic Disease Prevention and Management, Behavioral Health) and Social Determinants of Health. In FY19, MUMH addressed health and wellness by conducting a variety of no cost programs in partnership with local community centers and churches that support healthy lifestyle change for community members. Programs include community-based Diabetes Prevention Program, Living Well Chronic Disease Self-Management Program, Fitness Programs, Smoking Cessation, and individual diabetes self-management education. The hospital also partners closely with a free clinic for uninsured patients known as Shepherds Clinic. The partnership includes the hospital providing a nurse educator and medical provider to treat the most vulnerable of community residents. In addressing behavioral health, MUMH screened 46,949 patients for substance use in the emergency department through MedStars SBIRT program (Screening, Brief Intervention and Referral to Treatment). Peer Recovery Coaches are integral to hospital care teams to assist with improving access to substance use treatment and social service linkage and support community education efforts.. The Opioid Overdose Survivors Outreach Program (OSOP),sends peer recovery coaches in the field to see recent overdose survivors and link them to treatment services, naloxone trainings and provide consistent point of contact should someone wish to enter care. MUMH addresses social determinants of health with the Baltimore JOBS Program. MUMH hires and trains Community Health Advocates and Peer Recovery Coaches 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 the community health advocates responsibilities, social needs screenings and support linkages to social need services are done as part of care delivery and chronic disease self-management programming. 657 social needs screens were completed in FY19, with a confirmed 657 connected to social services/resources within the community. AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6 As a proud member of MedStar Health, MUMH 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 MUMH with technical support to enhance community health programming and evaluation. MedStars 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 REPORT PART VI, LINE 7 The community benefit report for MUMH is filed in the state of Maryland. true WAVERLY MAIN STREET INC 3302-B Greenmount Ave Baltimore MD 21218 800562379 501(C)(3) 35000 CHARITABLE SUPPORT 1 SCHEDULE I, PART I, LINE 2 Our 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. X true true X X X X X X false false false false false false false false false Peter J Sloane MD Director 75890 75889 0 0 0 0 4653 4654 435 434 80978 80977 0 0 Michael Fiocco MD DIRECTOR 702922 0 0 0 0 0 0 0 21751 0 724673 0 0 0 Christopher D Kearney MD DIRECTOR 0 278451 0 24960 0 0 0 12602 0 947 0 316960 0 0 Frank Ebert MD Physician 1312590 0 0 0 0 0 15757 0 22120 0 1350467 0 0 0 Henry Boucher MD Physician 1082044 0 84647 0 0 0 9022 0 21970 0 1197683 0 0 0 Anand Murthi MD Medical Director 1028051 0 144217 0 0 0 8250 0 1531 0 1182049 0 0 0 Kenneth A Samet DIRECTOR 0 1887489 0 5002733 0 20277 0 52149 0 35690 0 6998338 0 0 Bradley S Chambers President/DIRECTOR 309102 309102 285625 285625 0 0 10355 10355 16437 16437 621519 621519 0 0 JOSEPH SMITH FORMER OFFICER 0 0 0 0 147864 0 0 0 0 0 147864 0 0 0 STUART BELL VP, Medical Affairs 247441 247440 155069 155070 0 0 4125 4125 9970 9969 416605 416604 0 0 Deana Stout Chief Financial Officer 151774 151774 70875 70875 8488 8488 13061 13061 10896 10896 255094 255094 0 0 John Wang Chief of Cardiac Cath Lab 1082424 0 71250 0 0 0 8250 0 22049 0 1183973 0 0 0 Richard Levine Physician 959483 0 184917 0 0 0 8250 0 21438 0 1174088 0 0 0 George D Bittar Director 242116 242116 84482 84481 0 0 4125 4125 8596 8596 339319 339318 0 0 Zeena DORAI MD Director 809337 0 380175 0 38253 0 8250 0 9431 0 1245446 0 0 0 Eskandar Alex Yazaji DIRECTOR 294817 0 11300 0 0 0 8250 0 21033 0 335400 0 0 0 Neil Macdonald VP OPERATIONS 153431 153431 41418 41418 0 0 19247 19246 9537 9538 223633 223633 0 0 SOCIAL CLUB DUES SCHEDULE 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 PLAN SCHEDULE J, PART III MR. SAMET'S compensation in Part II, Column (B) includes $1,950,307 representing benefits received from executive retirement plans that are comprised of target benefits determined annually based on compensation and years of service and long-term retention arrangements. 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. WHITING-TURNER CONTRACTING COMPANY See Part V 6281295 CONSTRUCTION false ACME PAPER SUPPLY CO See Part V 605313 Packaging Supplies Vendor false Bioventus See Part V 106765 Orthobiologic Services false SUBSTANTIAL CONTRIBUTOR See Part V 355982 EMPLOYMENT SERVICES false BUSINESS TRANSACTION INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV The following is a substantial contributor (in excess of $5,000) that also provided services to MedStar Union Memorial Hospital valued in excess of $100,000: Whiting-Turner Contracting Company, Acme Paper & Supply Co., Bioventus, and a substantial contributor who is also an employee who was compensated in excess of $100K. Per MedStars conflict of interest policy, these transactions are at arms-length for fair market value. ORGANIZATION MEMBERS PART VI, LINE 6 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. DESCRIPTION OF MEMBERS PART VI, LINE 7A 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. DECISIONS OF GOVERNING BODY PART VII, LINE 7B 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. PROCESS FOR REVIEWING FORM 990 PART VI, LINE 11B 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. CONFLICT OF INTEREST POLICY PART VI, LINE 12C 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. EXECUTIVE COMPENSATION PROCESS PART VI, LINE 15 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. FINANCIAL STATEMENTS AVAILABILITY PART VI, LINE 19 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. FINANCIAL STATEMENTS AND REPORTING PART 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. 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