2018-05-11T09:21:42-05:00 2017-06-30 KPMG LLP 1676 INTERNATIONAL DRIVE McLean VA 22102 990 2016-07-01 520591685 The Union Memorial Hospital % JOEL BRYAN UNIO 4107726721 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 JOEL BRYAN VP/Treasurer 4107726721 2018-05-10 true JG White P01498698 7032868000 2018-05-10 2016 2022-09-23 18:48:47Z MEDSTAR UNION MEMORIAL HOSPITAL BRADLEY CHAMBERS 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 463029985 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. 24 15 2595 130 462691 -91742 2582734 3607904 437142505 456497307 987920 1531149 4045348 1393625 444758507 463029985 0 0 0 0 201507246 223380418 0 0 6663 234758224 224404364 436265470 447784782 8493037 15245203 202424790 200739664 59269627 57006308 143155163 143733356 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 2017, MEDSTAR UNION MEMORIAL HAD 14,611 inpatient admissions and observations, 395,016 OUTPATIENT VISITS, AND 57,150 EMERGENCY VISITS. false false 341222049 453066975 MedStar Union Memorial Hospitals 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 $102.6M of management and general expenses in providing services to its communities. MedStar Union Memorial offers clinical services in general medicine and surgery, and specialty services in cardiac care, hand surgery, orthopaedics, sports medicine, vascular surgery, and rehabilitation. It is known for the Curtis National Hand Center, MedStar Heart & Vascular Institute, MedStar Orthopaedics, and the development of the first hospital-based sports medicine program in the country. In addition, the hospital is recognized as an Advanced Primary Stroke Center and earned certification in Joint Replacement of the Hip and Knee as well as Spine Surgery by The Joint Commission. The American Heart Association and American Stroke Association recognized MedStar Union Memorial for achieving 85% or higher compliance with all Get With The Guidelines - Stroke Achievement Measures and 75% or higher with five or more Get With The Guidelines -Stroke Quality Measures for 12 consecutive months. MedStar Union Memorial was recognized by Practice Greenhealth Environmental Excellence for its ongoing commitment to improving its environmental performance and pride in realizing a top standard of excellence in sustainability. In 2015, MedStar Union Memorial was recognized by U.S. News & World Report as one of the best hospitals in the Baltimore region for heart bypass, knee replacement and Orthopaedics. 17141419 146650 MedStar Union Memorial provided $17.1M in health professions education in fiscal year 2017. This category includes training in graduate medical education, education for physicians, medical students, nurses, and other health professions. 6152041 2903100 MedStar Union Memorial provided $6.1M in subsidized (mission driven) health services in fiscal year 2017. 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. Services provided include hospitalists, and womens and childrens services. 364515509 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 false false true false false false false false true false false true false false false true true true true false false true 0 0 true 2595 true true true false false false false false false false false false X 24 15 false false false false true true true true true false false true true true true true true true true true true MD X JOEL BRYAN 4107726721 10980 GRANTCHESTER WAY COLUMBIA MD 21044 X Peter J Sloane MD Director 20.0 20.0 X 50045 0 4324 Michael Fiocco MD DIRECTOR 40.0 0.0 X 727293 0 14989 Cynthia Webb MD DIRECTOR 1.0 39.0 X 0 498107 32738 P JUSTIN Tortolani MD DIRECTOR 40.0 0.0 X 1042737 0 23100 Christopher D Kearney MD DIRECTOR 40.0 0.0 X 154396 146768 12649 David Nasrallah MD DIRECTOR 40.0 0.0 X 363002 0 40406 Michael Randolph MD DIRECTOR 1.0 0.0 X 0 0 0 Kenneth A Samet DIRECTOR 1.0 39.0 X 0 7675042 76815 Bradley S Chambers President/DIRECTOR 20.0 20.0 X X 559724 559725 42754 David Norris Willis Director 1.0 0.0 X 0 0 0 Eben D Finney III Director 1.0 0.0 X 0 0 0 Derrick A Adams Director 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 1.0 0.0 X 0 0 0 William F Rienhoff IV DIRECTOR 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 (AS of 11/2016) 1.0 0.0 X 0 0 0 Jeffrey R Elkin Director (AS OF 11/2016) 1.0 0.0 X 0 0 0 Deana Stout Chief Financial Officer 20.0 20.0 X 207095 207095 38987 Stephen Koenigsberg Vice President 20.0 20.0 X 124086 124086 22342 Sharon Bottcher Vice President 20.0 20.0 X 172915 172915 15647 Frank Ebert MD Physician 40.0 0.0 X 1305950 0 21766 Henry Boucher MD Physician 40.0 0.0 X 1117584 0 23784 Anand Murthi MD Medical Director 40.0 0.0 X 1110136 0 23003 John Wang Chief of Cardiac Cath Lab 40.0 0.0 X 995417 0 23049 Richard Levine Physician 40.0 0.0 X 966519 0 23071 JOSEPH SMITH FORMER OFFICER 40.0 0.0 X 164996 0 0 STUART BELL Former OFFICER 40.0 0.0 X 693343 0 22360 Cheryl Lunnen Former Key Employee 40.0 0.0 X 229463 0 19604 9984701 9383738 481388 270 true true false PARKWAY ANESTHESIOLOGISTS 201 E UNIVERSITY PARKWAY BALTIMORE MD 21218 PHYSICIAN Services 12516000 CROTHALL SVCS GROUP 13028 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ENVIRONMENTAL svcs 4377655 GREATER CHESAPEAKE ORTHO ASSOC 201 E UNIVERSITY PARKWAY BALTIMORE MD 21218 Medical Services 3946554 MORRISON MANAGEMENT SPECIALIST 4721 MORRISON DRIVE MOBILE AL 36609 FOOD SERVICES 3846802 AMN HEALTHCARE INC 12400 High Bluff Drive SAN DIEGO CA 92130 Staffing Services 2802900 40 624823 2983081 33288 3607904 NET 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MAINTENANCE 7211553 6784775 426778 UTILITIES 5157472 4698491 458577 404 10850541 8695736 2152818 1987 447784782 364515509 83262610 6663 168085 4115 0 0 968283 1334948 55715293 50931985 0 0 0 0 8392 0 6843571 7329863 1600906 1002987 352723157 279355251 74002500 73367906 0 0 58750354 66224412 0 0 0 0 4367406 543448 202424790 200739664 31384658 27641411 1287087 2408219 19667 2518111 0 0 0 0 0 0 0 0 0 0 26578215 24438567 59269627 57006308 X 112173641 109639777 4619267 7786256 26362255 26307323 143155163 143733356 202424790 200739664 X 15245203 5609852 -20276862 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1925817 1925817 126130635 103453086 22677549 2152078 1365704 786374 218079214 173316275 44762939 4435413 1220187 3215227 73367906 RESTRICTED INVESTMENT FUNDS 33076785 F GREATER CHES SURGERY CTR 188039 F BOARD DESIGNATED 32959588 F 66224412 0 ADVANCES FROM 3RD PARTY PAYORS 11361084 GBR LIABILITY 507170 CREDIT BALANCE PATIENT A/R 2441096 STOCK OPTION PLAN 426041 WORKERS COMPENSATION 2337044 INTERCOMPANY PAYABLES 1415466 UCC POOL LIABILITY 516680 OTHER LIABILITIES 5433986 24438567 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, 2017. true true X true X true X true true true false true true 4398013 4398013 0.00980 4398013 4398013 0.00980 1445889 290866 1155023 0.00250 17141419 146650 16994769 0.03750 6152041 2903100 3248941 0.00730 1905252 1905252 0.00430 68989 68989 0.00020 26713590 3340616 23372974 0.05180 31111603 3340616 27770987 0.06160 184871 184871 0.00040 26386 26386 0.00010 4016 4016 215273 215273 0.00050 true 14214721 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 14 true false false true X WWW.MEDSTARUNIONMEMORIAL.ORG X true 14 true WWW.MEDSTARUNIONMEMORIAL.ORG false 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: JAMES BLOOM 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: 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 JAMES BLOOM FINANCIAL ANALYST MEDSTAR UNION MEMORIAL HOSPITAL BRAD CHAMBERS PRESIDENT & SVP MSH MEDSTAR UNION MEMORIAL HOSPITAL SAVAS KARAS BOARD MEMBER MEDSTAR UNION MEMORIAL HOSPITAL DERRICK ADAMS BOARD MEMBER MEDSTAR UNION MEMORIAL HOSPITAL SARAH FAWCETT REGIONAL VP OF PHILANTHROPY MEDSTAR UNION MEMORIAL LEE HOSPITAL, GUILFORD RESIDENT GLENDA EXECUTIVE DIRECTOR SHEPHERD'S CLINIC & JOY SKULETICH WELLNESS CENTER LISA GHINGER EXECUTIVE DIRECTOR HAMPDEN FAMILY CENTER ALICE ANN COMMUNITY LEADER GUILFORD RESIDENT FINNERTY NICHOLE BATTLE CHIEF EXECUTIVE OFFICER GOVANS ECUMENICAL DEVELOPMENT CORPORATION IMPLEMENTATION STRATEGIES PART V, SECTION B, LINE 8 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 FY15, 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 HOSPITALS CHNA WAS LED BY NINE ADVISORY TASK FORCE (ATF) MEMBERS, WHICH WAS COMPRISED OF A DIVERSE GROUP OF INDIVIDUALS, INCLUDING HOSPITAL LEADERSHIP, CLINICAL EDUCATORS AND BOARD MEMBERS. THE ATF REVIEWED QUANTITATIVE AND QUALITATIVE COMMUNITY HEALTH DATA, AS WELL AS LOCAL, REGIONAL AND NATIONAL HEALTH GOALS. BASED ON THEIR FINDINGS, ATF MEMBERS DESIGNED A SURVEY TO IDENTIFY TRENDS IN HOW PARTICIPANTS PERCEIVED THE SEVERITY OF KEY HEALTH ISSUES IN THE FOLLOWING CATEGORIES: WELLNESS AND PREVENTION, ACCESS TO CARE, QUALITY OF LIFE, AND ENVIRONMENT. COMMUNITY MEMBERS RESPONDED TO THE SURVEY BY ATTENDING A COMMUNITY INPUT SESSION OR COMPLETING IT ONLINE OR VIA HARDCOPY. BASED ON THE ATFS RECOMMENDATION, THE HOSPITAL IDENTIFIED NORTH CENTRAL BALTIMORE CITY ZIP CODES 21211, 21213 AND 21218 AS ITS COMMUNITY BENEFIT SERVICE AREA (CBSA) A GEOGRAPHY WITH A HIGH DENSITY OF LOW-INCOME OR VULNERABLE RESIDENTS WITHIN CLOSE PROXIMITY OF THE HOSPITAL. HEALTH PRIORITIES FOR THE CBSA INCLUDE CHRONIC DISEASE (HEART DISEASE/STROKE, DIABETES, AND OBESITY), AND ACCESS TO CARE. THE HOSPITALS FY15 CHNA AND THREE-YEAR IMPLEMENTATION STRATEGIES WERE ENDORSED BY MEDSTAR UNION MEMORIALS BOARD OF DIRECTORS AND APPROVED BY THE MEDSTAR HEALTH BOARD OF DIRECTORS. THE DOCUMENT WAS PUBLISHED ON THE HOSPITALS WEBSITE ON JUNE 30, 2015. AS A PROUD MEMBER OF MEDSTAR HEALTH, REPRESENTATIVES FROM MEDSTAR UNION MEMORIAL ROUTINELY PARTICIPATE IN THE MEDSTAR HEALTH COMMUNITY BENEFIT 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 WITHIN THE COMMUNITIES WE SERVE WHO LACK FINANCIAL RESOURCES HAVE ACCESS TO NECESSARY HOSPITAL SERVICES. MEDSTAR HEALTH AND ITS HEALTHCARE FACILITIES WILL: * TREAT ALL PATIENTS EQUITABLY, WITH DIGNITY, WITH RESPECT AND WITH COMPASSION. * SERVE THE EMERGENCY HEALTH CARE NEEDS OF EVERYONE WHO PRESENTS AT OUR FACILITIES REGARDLESS OF A PATIENT'S ABILITY TO PAY FOR CARE. * ASSIST THOSE PATIENTS WHO ARE ADMITTED THROUGH OUR ADMISSIONS PROCESS FOR NON-URGENT, MEDICALLY NECESSARY CARE WHO CANNOT PAY FOR PART OF ALL OF 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 WORK WITH THEIR UNINSURED PATIENTS TO GAIN AN UNDERSTANDING OF EACH PATIENTS FINANCIAL RESOURCES PRIOR TO ADMISSION (FOR SCHEDULED SERVICES) OR PRIOR TO BILLING (FOR EMERGENCY SERVICES). BASED ON THIS INFORMATION AND PATIENT ELIGIBILITY, MEDSTAR HEALTHS FACILITIES ASSISTS 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). * ASSIST WITH CONSIDERATION OF FUNDING THAT MAY BE AVAILABLE FROM OTHER CHARITABLE ORGANIZATIONS. * PROVIDE CHARITY CARE AND FINANCIAL ASSISTANCE ACCORDING TO APPLICABLE GUIDELINES. * PROVIDE FINANCIAL ASSISTANCE FOR PAYMENT OF FACILITY CHARGES USING A SLIDING SCALE BASED ON PATIENT FAMILY INCOME AND FINANCIAL RESOURCES. * OFFER PERIODIC PAYMENT PLANS TO ASSIST PATIENTS WITH FINANCING THEIR HEALTHCARE SERVICES. EACH FACILITY POSTS THE POLICY, INCLUDING A DESCRIPTION OF THE APPLICABLE COMMUNITIES IT SERVES, IN EACH MAJOR PATIENT REGISTRATION AREA AND IN ANY OTHER AREAS REQUIRED BY APPLICABLE REGULATIONS, COMMUNICATES THE INFORMATION TO PATIENTS AS REQUIRED BY THIS POLICY AND APPLICABLE REGULATIONS AND MAKES A COPY OF THE POLICY AVAILABLE TO ALL PATIENTS. ADDITIONALLY, THE MARYLAND PATIENT INFORMATION SHEET/MEDSTARS PATIENT INFORMATION SHEET IS PROVIDED TO INPATIENTS ON ADMISSION AND AT TIME OF FINAL ACCOUNT BILLING. MEDSTAR HEALTH BELIEVES THAT ITS PATIENTS HAVE PERSONAL RESPONSIBILITIES RELATED TO THE FINANCIAL ASPECTS OF THEIR HEALTHCARE NEEDS. THE CHARITY CARE, FINANCIAL ASSISTANCE, AND PERIODIC PAYMENT PLANS AVAILABLE UNDER THIS POLICY ARE NOT BE AVAILABLE TO THOSE PATIENTS WHO FAIL TO FULFILL THEIR RESPONSIBILITIES. FOR PURPOSES OF THIS POLICY, PATIENT RESPONSIBILITIES INCLUDE: * COMPLETING FINANCIAL DISCLOSURE FORMS NECESSARY 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 FINANCIAL COUNSELORS AND OTHER FINANCIAL SERVICES STAFF TO ENSURE THERE IS A COMPLETE UNDERSTANDING OF THE PATIENTS FINANCIAL SITUATION AND CONSTRAINTS. * COMPLETING APPROPRIATE APPLICATIONS FOR PUBLICLY-FUNDED HEALTHCARE PROGRAMS. THIS RESPONSIBILITY INCLUDES RESPONDING IN A TIMELY FASHION TO REQUESTS FOR DOCUMENTATION TO SUPPORT ELIGIBILITY. * 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 FINANCIAL COUNSELORS ON A TIMELY BASIS AS THE PATIENTS 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. UNINSURED PATIENTS OF MEDSTAR HEALTHS FACILITIES MAY BE ELIGIBLE FOR CHARITY CARE OR SLIDING-SCALE FINANCIAL ASSISTANCE UNDER THIS POLICY. THE FINANCIAL COUNSELORS AND FINANCIAL SERVICES STAFF WILL DETERMINE ELIGIBILITY FOR CHARITY CARE AND 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: MedStar Union Memorial Hospitals CBSA includes adults who reside in Baltimore City ZIP codes 21211, 21213 and 21218. The area was selected due to its close proximity to the hospital, coupled with a high density of low-income residents. Demographics: MedStar Union Memorial Hospital is located in ZIP code 21218 with 21211 to the west and 21213 to the east; thus, the hospital is directly surrounded by the CBSA. These three ZIP codes account for 40.8% of the admissions to the hospital. Neighborhoods within the CBSA include Medfield/Hampden/Woodberry/Remington, Greater Charles Village/Barclay, Waverlies, Midway/Coldstream, and Belair-Edison. According to the United States CENSUS BUREAU, there are 99,880 residents currently living within the CBSA, 15% of the entire population of Baltimore City. It is a relatively diverse population, with 64% Black/African American, 29% White, 3.8% Asian, and 0.6% other. Approximately 2% of residents are of Hispanic origin. The vast majority of the population (81%) is over the age of 18. Average median household income across the CBSA is $43,256 per year, just slightly above the city median. PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 AS A COMMUNITY PARTNER, MEDSTAR UNION MEMORIAL ENGAGES IN A NUMBER OF COMMUNITY BENEFIT ACTIVITIES TO IMPROVE AND PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITY. PRIORITY AREAS OF FOCUS, AS DETERMINED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT, ARE CHRONIC DISEASE, SPECIFICALLY TARGETING HEART DISEASE/STROKE, DIABETES, AND OBESITY; AND ACCESS TO CARE. IN FY17, MEDSTAR UNION MEMORIAL PROVIDED SUPPORT FOR THE SHEPHERDS CLINIC & JOY WELLNESS CENTER, A SEPARATE COMMUNITY-BASED NOT-FOR-PROFIT HEALTH CARE PROVIDER FOR UNINSURED BALTIMORE CITY RESIDENTS. THE SHEPHERDS CLINIC MEETS A VITAL NEED, PROVIDING PRIMARY HEALTH CARE TO WORKING ADULTS AND THE UNEMPLOYED WHO ARE UNINSURED. THE SHEPHERDS CLINIC SERVES RESIDENTS SOLELY FROM ZIP CODES IN THE HOSPITALS COMMUNITY BENEFIT SERVICE AREA. THE HOSPITAL SUPPORTS PROGRAMMING AT SHEPHERDS CLINIC WHICH INCLUDES EDUCATION ON HEART DISEASE, DIABETES, SMOKING CESSATION, AND CPR TRAINING. NUTRITIONAL CLAUSES AND FOOD DEMONSTRATIONS ARE ALSO USED TO ADDRESS OBESITY ISSUES WITHIN THE COMMUNITY. ADDITIONALLY, AN ASSORTMENT OF SUBSIDIZED HEALTH SERVICES ARE PROVIDED. THESE SERVICES OPERATE AT A NEGATIVE MARGIN BUT ARE NEEDED FOR THE COMMUNITY. EXAMPLES INCLUDE RENAL SERVICES, PSYCHIATRY AND PEDIATRIC CARE. SERVICES ARE AVAILABLE 24 HOURS PER DAY, 7 DAYS PER WEEK. AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6 AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR UNION MEMORIAL 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 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 MEDSTAR UNION MEMORIAL HOSPITAL IS ONLY FILED IN THE STATE OF MARYLAND. X true true X X X X X X true false false false false false false false false Michael Fiocco MD DIRECTOR 702293 0 25000 0 0 0 0 0 14989 0 742282 0 0 0 Cynthia Webb MD DIRECTOR 0 498107 0 0 0 0 0 17595 0 15143 0 530845 0 0 P JUSTIN Tortolani MD DIRECTOR 992993 0 49744 0 0 0 7950 0 15150 0 1065837 0 0 0 Christopher D Kearney MD DIRECTOR 154396 146768 0 0 0 0 11897 0 752 0 167045 146768 0 0 David Nasrallah MD DIRECTOR 363002 0 0 0 0 0 25628 0 14778 0 403408 0 0 0 Frank Ebert MD Physician 1305950 0 0 0 0 0 6809 0 14957 0 1327716 0 0 0 Henry Boucher MD Physician 962553 0 155031 0 0 0 8651 0 15133 0 1141368 0 0 0 Anand Murthi MD Medical Director 1019762 0 90374 0 0 0 7950 0 15053 0 1133139 0 0 0 Stephen Koenigsberg Vice President 101977 101977 22109 22109 0 0 5379 5378 5792 5793 135257 135257 0 0 Sharon Bottcher Vice President 137436 137436 35479 35479 0 0 7382 7382 441 442 180738 180739 0 0 Kenneth A Samet DIRECTOR 0 1739872 0 3775374 0 2159796 0 47768 0 29047 0 7751857 0 0 Bradley S Chambers President/DIRECTOR 290742 290743 268982 268982 0 0 9626 9625 11751 11752 581101 581102 0 0 JOSEPH SMITH FORMER OFFICER 6018 0 0 0 158978 0 0 0 0 0 164996 0 0 0 STUART BELL Former OFFICER 413892 0 279451 0 0 0 7950 0 14410 0 715703 0 0 0 Cheryl Lunnen Former Key Employee 197089 0 32374 0 0 0 12948 0 6656 0 249067 0 0 0 Deana Stout Chief Financial Officer 139773 139773 67322 67322 0 0 12080 12080 7413 7414 226588 226589 0 0 John Wang Chief of Cardiac Cath Lab 900417 0 95000 0 0 0 7950 0 15099 0 1018466 0 0 0 Richard Levine Physician 966519 0 0 0 0 0 7950 0 15121 0 989590 0 0 0 SOCIAL CLUB DUES SCHEDULE J, PART I, LINE 1 THE ORGANIZATION PAID SOCIAL CLUB DUES FOR ONE OF ITS OFFICERS DURING THIS YEAR. PARTICIPATION IN THESE ACTIVITIES BY THE OFFICER WAS FOR BUSINESS PURPOSES, AND HELPED THE ORGANIZATION FURTHER ITS EXEMPT PURPOSES. THE AMOUNT OF DUES PAID WAS INCLUDED IN THE OFFICER'S W-2. SEVERANCE PAYMENTS SCHEDULE J, PART I, LINE 4A Joseph Smiths (retired) Other reportable compensation in Part II, Column (B) (iii) includes $158,978 representing severance payments received by Mr. Smith. SUPPLEMENTAL RETIREMENT PLAN SCHEDULE J, PART III Mr. Samet's compensation in Part II, Column (B) includes $3,752,690, 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. Stephen Koenigsbergs compensation is for services provided as a Key Employee to both MedStar Good Samaritan Hospital and MedStar Union Memorial Hospital. Sharon Bottchers compensation is for services provided as a Key Employee to both MedStar Good Samaritan Hospital and MedStar Union Memorial Hospital PETER MONGE'S COMPENSATION IS FOR PHYSICIAN SERVICES PROVIDED TO BOTH MEDSTAR GOOD SAMARITAN HOSPITAL AND MEDSTAR UNION MEMORIAL HOSPITAL. MORRISON HEALTHCARE FOOD SERVICES See Part V 3898881 FOOD SERVICES false ACME PAPER SUPPLY CO See Part V 480223 MANUFACTURING SERVICES false CINTAS See Part V 396126 UNIFORM SERVICES false UP-TO-DATE LAUNDRY INC See Part V 878251 LAUNDRY SERVICES false WEBBMASON See Part V 265486 MARKETING STRATEGY SERVICES false EXACTECH See Part V 186159 MEDICAL DEVICE SERVICES false K2M INC See Part V 103505 MEDICAL SERVICES false SMITH NEPHEW See Part V 748569 MEDICAL EQUIPMENT SERVICES false BUSINESS TRANSACTION INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV MORRISON HEALTHCARE FOOD SERVICES IS A SUBSTANTIAL CONTRIBUTOR THAT ALSO PROVIDED FOOD SERVICES TO THE HOSPITAL. Acme Paper & Supply Co., Inc. is a substantial contributor that also provided manufacturing services to the hospital. Cintas is a substantial contributor that also provided uniform services to the hospital. Up-To-Date Laundry, Inc. is a substantial contributor that also provided laundry services to the hospital. Webb/Mason is a substantial contributor that also provided marketing strategies services to the hospital. Exactech is a substantial contributor that also provided medical device services to the hospital. K2M, Inc. is a substantial contributor that also provided medical services to the hospital. Smith & Nephew is a substantial contributor that also provided medical equipment services to the hospital. PER THE CONFLICT OF INTEREST POLICY, ALL TRANSACTIONS BETWEEN THE HOSPITAL AND OUTSIDE VENDORS SHOULD BE AT ARMS-LENGTH FOR FAIR MARKET VALUE. X 5 33288 FMV false true false ORGANIZATION MEMBERS PART VI, LINE 6 THE ORGANIZATION IS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION. 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., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, 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., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, 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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