2017-08-14T10:00:17-05:00 2016-09-30 350921680 CROWE HORWATH LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2015-10-01 590637874 Martin Memorial Medical Center Inc MART 7722875200 PO Box 9010 Stuart FL 349959033 Charles Cleaver TREASURER/cfo 2017-08-11 true BRITTNEY KOCAJ P01320603 9542028600 2015 2021-01-29 14:40:06Z Martin Medical Center ROBERT LORD PO Box 9010 Stuart FL 349959033 551327273 false X www.martinhealth.org X 1939 FL The primary mission is to provide quality health care services to the citizens of Martin and Southern St. Lucie Counties through its acute and ambulatory care facilities. 21 16 4804 1260 201025 -428585 3528832 3984578 477499785 496595729 9092979 9281180 3995873 5782775 494117469 515644262 454268 492669 0 0 208635717 231164001 0 0 0 239199167 252176553 448289152 483833223 45828317 31811039 646280302 681115788 429956302 445119983 216324000 235995805 To provide exceptional health care, hope and compassion to every person, every time. false false 439926937 492669 499994699 MARTIN MEMORIAL MEDICAL CENTER PROVIDED 108,758 PATIENT DAYS OF SERVICE AT ITS THREE HOSPITALS. THE MEDICAL CENTER ALSO PROVIDED CARE TO 118,635 PATIENTS THROUGH ITS FOUR EMERGENCY DEPARTMENTS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2016. MARTIN MEMORIAL MEDICAL CENTER'S PHYSICIAN REFERRAL SERVICES PROVIDE AN UNBIASED SERVICE TO RESIDENTS WHO ARE NEW TO THE COMMUNITY OR FIND IT NECESSARY TO CHANGE PHYSICIANS DUE TO CHANGES IN HEALTHCARE INSURANCE. THE MEDICAL CENTER PROVIDES A NUMBER OF COMMUNITY HEALTH CARE EDUCATION OPPORTUNITIES AND HEALTH SCREENING THROUGHOUT THE YEAR. 439926937 true true false true false false false false false true true false false false true true false true false false false false false false false false true true true true true true false false false false false false false false true false false false false false false true true true false false true 264 0 true 4804 true true true false false false false false false false false false X 21 16 false false false false true true true true true false false true true true true true true true true true true FL X Charles Cleaver 7722875200 200 Hospital Ave Stuart FL 34994 JOHN LOEWENBERG CHAIRMAN 5.0 2.0 X X 0 0 0 JAMES ORR III VICE CHAIRMAN/ TREASURER 5.0 2.0 X X 0 0 0 JAMES MONDELLO TREASURER (PARTIAL YEAR) 5.0 2.0 X X 0 0 0 WILLIAM H LICHTENBERGER SECRETARY 5.0 1.0 X X 0 0 0 MARK ROBITAILLE PRESIDENT/CEO (PARTIAL YEAR) 50.0 4.0 X X 1008678 0 71846 ROBERT LORD PRESIDENT/CEO (PARTIAL YEAR) 50.0 3.0 X X 626279 0 192871 DWIGHT DENNY DIRECTOR 5.0 1.0 X 0 0 0 LEE R BOUGHNER DIRECTOR (PARTIAL YEAR) 5.0 0 X 0 0 0 EVAN COLLINS MD DIRECTOR 5.0 0 X 3750 0 0 WILLIAM CRANDALL DIRECTOR (PARTIAL YEAR) 5.0 0 X 0 0 0 JOSEPH DAY DIRECTOR (PARTIAL YEAR) 5.0 0 X 0 0 0 PETER DAYTON MD DIRECTOR 5.0 0 X 38540 0 0 MICHAEL EVANS DIRECTOR 5.0 0 X 0 0 0 LYNN FRANK DIRECTOR 5.0 0 X 0 0 0 ELMIRA GAINEY DIRECTOR 5.0 0 X 0 0 0 DANIEL HOLLEY MD DIRECTOR 5.0 1.0 X 0 0 0 MARY-JO HORTON DIRECTOR 5.0 0 X 0 0 0 PAMELA HOUGHTEN DIRECTOR 5.0 0 X 0 0 0 GEORGE RITTERSBACH MD DIRECTOR 50.0 0 X 446030 0 60465 JOHN DOODY DIRECTOR (PARTIAL YEAR) 5.0 1.0 X 0 0 0 JOSEPH GAGE MD director 5.0 1.0 X 3534 0 0 BILL MICHAUD DIRECTOR 5.0 1.0 X 0 0 0 PATRICIA NOONAN director 5.0 1.0 X 0 0 0 JEFFREY GLICKMAN MD DIRECTOR 50.0 0 X 355667 0 29908 HOWARD ROBBINS MD DIRECTOR (PARTIAL YEAR) 5.0 0 X 0 0 0 MICHAEL BROWN JR DIRECTOR (PARTIAL YEAR) 5.0 0 X 0 0 0 CHARLES CLEAVER TREASURER/CFO 50.0 3.0 X 458658 0 139851 MARIAN WOSSUM CLO 50.0 1.0 X 188488 0 18088 EDMUND COLLINS CIO 50.0 1.0 X 401484 0 79314 MIGUEL COTY CMCO 50.0 1.0 X 453602 0 86490 LIBBY FLIPPO CNO 50.0 1.0 X 322722 0 90916 ANGIE METCALF CHRO 50.0 1.0 X 314702 0 92446 FERNANDO PETRY DO CMO 50.0 1.0 X 410785 0 56949 JESSICA MCLAIN CPO 50.0 2.0 X 209558 0 52913 LAURENCE ROTHSTEIN MD CPGO 50.0 1.0 X 0 0 0 JOHN AFSHAR MD NEUROSURGEON 50.0 0 X 1547323 0 167348 JOHN VIOLA MD PHYSICIAN 50.0 0 X 1349629 0 144204 JOHN ROBINSON MD NEUROSURGEON 50.0 0 X 1348744 0 167348 ALEXANDER DEBONET MD PHYSICIAN 50.0 0 X 633724 0 68938 JORGE CASTILLO MD PHYSICIAN 50.0 0.0 X 665300 0 57524 CRAIG CHINDEMI FORMER CPO 0.0 0 X 322722 0 28738 DONNA GRIFFITH FORMER CNO 0.0 0.0 X 204421 0 14421 MICHAEL SKEHAN MD FORMER CMO 0.0 0 X 330800 0 47284 11645139 0 1667861 153 true true true ROBINS & MORTON GROUP 400 SHADES CREEK PKWY BIRMINGHAM AL 35209 CONSTRUCTION 19374258 PRECYSE SOLUTIONS LLC 1275 DRUMMERS LANE SUITE 200 WAYNE PA 19087 HEALTH INFORMATION MGMT 3893350 DIAGNOSTIC IMAGING SERVICES INC PO BOX 4 STUART FL 34995 RADIOLOGY 2278965 LYTAL REITER SMITH IVEY & FRONRATH 515 N FLAGLER DR WEST PALM BEACH FL 33401 ATTORNEY 1375000 MICHAUD MITTELMARK MARKOWITZ 621 NW 53RD ST260 BOCA RATON FL 33487 ATTORNEY 1349662 33 0 0 0 3824979 126315 33284 0 3984578 Patient Services 622110 496330003 496330003 Rental to affiliates 531120 54835 54835 Medicare/Medicaid Incentive Payments 900099 210891 210891 0 0 0 0 496595729 2931942 2931942 704069 725639 -21570 0 -21570 -21570 40863229 443381 34665001 292371 6198228 151010 6349238 6349238 Cafeteria 624210 2204350 2204350 Laboratory services 621511 201025 201025 Support Services to Affiliates 561000 3398970 3398970 0 0 0 0 5804345 515644262 499994699 201025 11463960 255299 255299 237370 237370 0 0 6559268 6559268 232912 232912 181545679 166391363 15154316 11497906 10930383 567523 18499366 17089616 1409750 12828870 12108958 719912 271907 15199 256708 184908 184908 65557 65557 552043 552043 21212969 18662057 2550912 0 1541911 1331345 210566 8775136 5335330 3439806 5928399 1955155 3973244 30492801 25909791 4583010 334328 252735 81593 229979 170506 59473 33442822 30793326 2649496 8582488 8582488 Bad Debt 39972427 39972427 Indigent Tax 4890910 4890910 Patient Transport 1862462 1862462 Medical supplies 88721222 88697212 24010 5114284 4184536 929748 0 483833223 439926937 43906286 0 15389049 14369000 141123086 101640012 49338175 50381242 0 0 54347 37127 7497545 7405213 6443535 7830175 651785678 355053265 263254484 296732413 135956126 172354454 0 0 27223955 30366152 646280302 681115788 61330407 74577119 6223 6223 311321253 307109230 254583 0 0 57043836 63427411 429956302 445119983 X 200963157 221721682 15360843 14274123 216324000 235995805 646280302 681115788 X 31811039 3791535 -15930769 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 65557 65557 65557 65557 439861380 460005090 439926937 460070647 1000000 1000000 250000 250000 0 0 0 0 false 1000000 1000000 1000000 1000000 4000000 6000000 52538 21812 22029 65557 161936 250000 250000 250000 250000 1000000 1500000 0 0 0 0 0 Schedule C, Part II-A Description of lobbying Martin Health System has retained the services of consultants in Tallahassee for the purpose of monitoring legislative and regulatory healthcare-related issues that might affect it or the community it serves, and communicating the System's views on those issues to appropriate elected officials and regulators. 6480115 203324 597404 182676 7098167 6742012 16254 -82356 195795 0 6480115 7128528 455205 473003 387116 927608 0 6742012 6188695 500000 569174 129341 0 0 7128528 5356240 182295 799736 149576 0 0 6188695 0.2422 0.2963 0.4615 false true true 15654457 15654457 227143892 135107761 92036131 349862505 213883835 135978670 59124824 6061669 53063155 296732413 Self insurance reserve 7610571 Allowance Insurance Audit 527038 Physician Guarantee 1216373 Asset retirement obligation 1631100 Deferred pension 46536853 Other liabilities 19979 Deferred compensation 4934360 Due to affiliates 951137 63427411 X Schedule D, Part V, Line 4 Intended uses of endowment funds Martin Memorial Foundation, Inc. (a related organization) holds the endowment funds with the intended purpose to support Martin Memorial Medical Center, Inc. ("MMMC"). The funds are used by MMMC for a variety of patient care activities and programs including support of the Cancer Center, support of nursing education, for the purchase of medical equipment, support of the Heart Center, and other general healthcare activities. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Under ASC Subtopic 740, Income Taxes, The Medical Center must recognize the tax benefit from an uncertain tax position only if it is "more-likely-than-not" that the tax position will be sustained on examination by the applicable taxing authorities based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. ASC, Subtopic 740-10, also provides guidance of derecognition, classification, interest and penalties on income taxes and accounting in interim periods and requires increased disclosure. There were no uncertain tax positions as of September 30, 2016 and 2015. The Medical Center does not expect the total amount of unrecognized tax benefits to significantly change in the next twelve months. Tax returns filed by the Medical Center are subject to examination by the Internal Revenue Service (IRS) up to three years from the date the return was filed. The Medical Center recognizes interest and/or penalties related to income tax matters in income tax expense. The medical center did not have any amounts accrued for interest and penalties at September 30, 2016 and 2015. Tax returns filed by the Medical Center and its affiliated companies are no longer subject to examination for the years ended September 30, 2012 and prior. true true X true X true X true true true false true true 13659897 0 13659897 0.0308 45464330 22723164 22741166 0.0512 0 0 0 0.0 0 0 59124227 22723164 36401063 0.0820 627857 0 627857 0.0014 10062036 0 10062036 0.0227 0 0 0 0.0 0 0 0 0.0 228478 0 228478 0.0005 0 0 10918371 0 10918371 0.0246 0 0 70042598 22723164 47319434 0.1066 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 2 274995 274995 0.0006 0 0.0 2 0 274995 0 274995 0.0006 true 39972427 7994485 122385621 154974255 -32588634 X true true 1 1 MARTIN MEMORIAL MEDICAL CENTER 200 HOSPITAL AVE STUART FL 34994 www.martinhealth.org 4102 X X X a a 1 false false true X X X X X X X X X 15 true false false true X HTTP://WWW.MARTINHEALTH.ORG/COMMUNITY-BENEFIT X true 15 false true false true X 200.0 400.0 X X X X true true X X X true X HTTPS://WWW.MARTINHEALTH.ORG/PATIENT-FINANCIAL-ASSISTANCE-POLICY-FAP X HTTPS://WWW.MARTINHEALTH.ORG/PATIENT-FINANCIAL-ASSISTANCE-POLICY-FAP X HTTPS://WWW.MARTINHEALTH.ORG/PATIENT-FINANCIAL-ASSISTANCE-POLICY-FAP X X X X X true X false X X X X true X false false Schedule H, Part V, Section B, Line 5 Facility a, 1 Facility a, 1 - MARTIN MEMORIAL MEDICAL CENTER. MARTIN MEMORIAL ENGAGED WITH CARNAHAN GROUP TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT; IN ADDITION THERE WAS A DESIGNATED ASSOCIATE THAT HELPED TO COORDINATE THE ENTIRE PROCESS. INFORMATION WAS GATHERED BY CONDUCTING INTERVIEWS WITH INDIVIDUALS REPRESENTING COMMUNITY HEALTH AND PUBLIC SERVICE ORGANIZATIONS INCLUDING THE UNITED WAY OF MARTIN AND ST. LUCIE COUNTY, COUNTY HEALTH DEPARTMENTS, SCHOOL HEALTH SERVICES, MEDICAL PROFESSIONALS INCLUDING PHYSICIANS, HOSPITAL ADMINISTRATION AND OTHER HOSPITAL STAFF MEMBERS AND ORGANIZATIONNS WHOSE MISSION IS TO SERVE THE MEDICALLY UNDERSERVED AND LOW INCOME P OPULATIONS IN THE COMMUNITY TO OBTAIN A DIVERSE AND ACCURATE REPRESENTATION. Schedule H, Part V, Section B, Line 11 Facility a, 1 Facility a, 1 - MARTIN MEMORIAL MEDICAL CENTER, INC.. MARTIN MEMORIAL IS TAKING A MULTI-FACETED APPROACH TO ADDRESSING THE 6 MAJOR HEALTH DISPARITIES IN OUR COMMUNITY- DIABETES, OBESITY, CANCER, ACCESS AND AFFORDABILITY, MENTAL HEALTH AND SUBSTANCE ABUSE. WE ARE WORKING WITH COMMUNITY PARTNERS INCLUDING THE LOCAL PUBLIC HEALTH ENTITES AND OTHER NON-PROFIT ORGANIZATIONS ON CUMMUNITY WIDE PROGRAMS TO ADDRESS ACCESS AND OBESITY INITIATIVES. WE HAVE A MULTITUDE OF PROGRAMS FOR DIABETES INCLUDING DIABETES PREVENTION PROGRAMS. WE ARE ENGAGED WITH LOCAL RELIGIOUSORGANIZATIONS IN SOME OF OUR UNDERSERVED NEIGHBORHOODS TO CONDUCT FREE HEALTH SCREENINGS INCLUDING FREE FLU SHOTS IN NEIGHBORHOODS WHERE DIABETES, POOR NUTRITION, OBESITY AND LACK OF RESOURCES ARE PREVALENT. IN ADDITION, WE OFFER PROSTATE SCREENINGS TO THE COMMUNITY AND LAUNCHED A LUNG NAVIGATOR PROGRAM THAT OFFERS A LOW COST LOW DOSECT PROGRAM TO CATCH LUNG CANCER EARLY. WE CURRENTLY HAVE A COMPREHENSIVE HEALTH MANAGEMENT PROGRAM WHICH IS AN EVIDENCE BASED FREE OF CHARGE PROGRAM THAT TAKES CHRONIC DISEASE PATIENTS AND PLACES THEM IN THE CARE OF PHARMACISTS TO HELP CONTROL THEIR DIABETES, OBESITY AND OTHER COMPLICATED DISEASES. WE PARTNER WITH OUR LOCAL VOLUNTEERS IN MEDICINE CLINIC TO PROVIDE FREE FITNESS MEMBERSHIPS TO THE PEOPLE THAT USE THEIR SERVICES TO ADDRESS OBESITY. ALTHOUGH WE DO NOT OFFER MENTAL HEALTH OR SUBSTANCE ABUSE SERVICES WITHIN OUR HEALTH SYSTEM, WE HAVE CREATED PARTNERSHIPS WITH OTHER PROVIDERS OF THOSE SERVICES TO ENHANCE COMMUNITY EDUCATION AND AWARENESS ON MENTAL HEALTH, SUICIDE AND SUBSTANCE ABUSE ISSUES. WE CONTINUALLY LOOK FOR OPPORTUNITIES TO GET OUT AND EDUCATE THE COMMUNITY, PROVIDING FREELECTURES ON HEALTH RELATED TOPICS TO A MULTITUDE OF ENTITIES THROUGHOUT THE COMMUNITY. CARING FOR THE COMMUNITY IS AT THE EPICENTER OF WHAT WE DO. Schedule H, Part V, Section B, Line 22 Facility a, 1 Facility a, 1 - MARTIN MEMORIAL MEDICAL CENTER. PATIENTS WHO QUALIFY FOR 100% FINANCIAL ASSISTANCE WILL PAY NOTHING TOWARD THEIR SERVICES. OTHER PATIENTS MAY BE ASKED TO PAY SMALL AMOUNTS BASED ON THEIR ABILITY TO PAY. THE AMOUNT PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE WILL PAY WILL VARY AND MAY BE REDUCED OR CHANGED BASED ON THE AMOUNT OF SERVICES THEY RECEIVE AND THE PATIENT'S CONTINUED ABILITY TO PAY. THE MAXIMUM AMOUNT A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE WILL BE CHARGED WILL NOT BE MORE THAN THE AMOUNTS GENERALLY BILLED ("AGB") TO THOSE WHO HAVE INSURANCE. THE ORGANIZATION CHOSE THE LOOK-BACK METHOD FOR CALCULATING THE AGB. 29 Martin Rehabilitation Center 11602 SE Federal Hwy Hobe Sound FL 33455 Rehabilitation Center Martin Bariatric and Metabolic Surgery Center 3496 NW Federal Hwy Jensen Beach FL 34957 Morbid obesity consulting Martin Medical Health & Fitness 11602 SE Federal Hwy Hobe Sound FL 33455 Medically directed fitness center. David L Smythe Wound Center 314 Hospital Ave Stuart FL 34994 Wound Care Center Martin Pediatric and Aquatics Therapy 3496 NW Federal Hwy Jensen Beach FL 34957 Pediatric Rehabilitation Center MMMC Pediatric Rehab 1095 NW St Lucie W Blvd Port St Lucie FL 34986 Pediatric Rehabilitation Center Martin Rehabilitation Center 509 Riverside Drive Stuart FL 34994 Rehabilitation Center East Ocean Lab Drawing Station 2392 SE Ocean Blvd Stuart FL 34996 blood draw station MMMC Wound Center 1095 NW St Lucie W Blvd Port St Lucie FL 34984 Wound Care Center MARTIN MEMORIAL MEDICAL CENTER 1095 ST LUCIE WEST BLVD PORT ST LUCIE FL 34986 EMERGENCY ROOM Martin Rehabilitation Center 1095 SW St Lucie West Blvd Port St Lucie FL 34986 Rehabilitation Center Richard C Raub Rehabilitation Center 2195 SE Ocean Blvd Stuart FL 34996 Rehabilitation Center Martin Medical Radiation Oncology 1095 SW St Lucie West Blvd Port St Lucie FL 34986 Radiation Oncology Treatment Center Martin Medical Health & Fitness 3066 SW Martin Downs Blvd Palm City FL 34950 Medically directed fitness center. Martin Rehabilitation Center 6001 SE Tower Drive Stuart FL 34997 Rehabilitation Center Martin Medical Outpatient Surgery Center 509 Riverside Drive Stuart FL 34995 Outpatient surgery department Martin Medical Back and Spine Center 10050 SW Innovation Way Port St Lucie FL 34986 Neurosurgeons office. Martin Rehabilitation Center 3066 SW Martin Downs Blvd Palm City FL 34950 Rehabilitation Center St Lucie West lab Drawing Station 1095 SW St Lucie West Blvd Port St Lucie FL 34986 Blood draw station Martin Occupational Health Services 2384 E Ocean Blvd Stuart FL 34996 Martin Occupational Health Services Robert and Carol Weissman Cancer Center 501 Osceola Street Stuart FL 34994 Cancer Center Martin Medical Sleep Disorders Center 3066 SW Martin Downs Blvd Palm City FL 34950 Sleep Disorders Center Martin Medical Back and Spine Center 509 Riverside Drive Stuart FL 34994 Neurosurgeons offices Martin Medical Health & Fitness 3496 NW Federal Hwy Jensen Beach FL 34957 Medically directed fitness center. Palm City Lab Drawing Station 3066 SW Martin Downs Blvd Palm City FL 34950 Blood draw station Martin Medical Cardio Rehab 308 Hospital Ave Stuart FL 34994 Cardiac care rehabilitation Martin Rehabilitation Center 1651 SE Tiffany Port St Lucie FL 34952 Rehabilitation Center Port St Lucie Lab Drawing Station 1651 SE Tiffany Port St Lucie FL 34952 Blood draw station Martin Medical Health & Fitness 6001 SE Tower Drive Stuart FL 34997 Medically directed fitness center. Martin Chronic Disease 2150 SE Salerno Road Stuart FL 34997 CHRONIC DISEASE CENTER LAB DRAWING STATION- TRADITION MEDICAL CENTER 10050 SW INNOVATION WAY PORT ST LUCIE FL 34987 BLOOD DRAW STATION TREASURE COAST MEDICAL PAVILION FOR HEALTH AND HEALING 3496 NW FEDERAL HWY SUITE F JENSEN BEACH FL 34957 HEALTH AND HEALING Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 39972427 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The cost-to-charge ratio derived from worksheet 2 was used for these calculations. Schedule H, Part II Community Building Activities Martin Memorial has programs targeted at addressing community wide workforce issues. In partnership with the Martin County School District, Martin Memorial formed Project Search which is a one year, high school transition program offered through the school district which provides training and education leading to possible employment for individuals with disabilities. It serves as a workforce alternative for students age 18-21 in their last year of high school or students 18-21 that graduated with a special diploma. We provide a training classroom, a business liaison and a rotational internship for on the job training for all participants. In addition to Project Search we have workforce development programs that are school-based programs focused on health care careers so that students are able to come in and learn about health care careers and job shadow in critical national shortage areas. Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount MARTIN MEMORIAL ACCOUNTS FOR BAD DEBT EXPENSE USING A RESERVE METHODOLOGY WHICH ESTIMATES HISTORICAL WRITE-OFFS AS A PERCENTAGE OF PATIENT ACCOUNTS RECEIVABLE. THE ESTIMATED BAD DEBT ON CURRENT ACCOUNTS WHICH WILL BE WRITTEN OFF IN FUTURE PERIODS IS ACCRUED AS EXPENSE IN THE INCOME STATEMENT AND IS EVALUATED MONTHLY. BAD DEBT EXPENSE IS REPORTED AT GROSS IN ACCORDANCE WITH FINANCIAL STATEMENT PRESENTATION IN THE SEPTEMBER 30, 2016 AUDITED FINANCIAL STATEMENTS. Schedule H, Part III, Line 3 Bad Debt Expense Methodology The Medical Center attempts to qualify all non-insured patients for Medicaid or other means-tested programs. Any patient that is ineligible for Medicaid or other means-tested programs and does not have insurance is classified as self pay. The bad debt is primarily based on unpaid self pay balances. Martin does not use any portion of bad debt in its financial assistance calculation. Martin estimates that 20 percent of the bad debt expense is attributable to patients who may have qualified for financial assistance if it was possible to obtain sufficient information to determine their eligibility. Martin Memorial considers this portion of bad debt to be community benefit. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Below is the text of the footnote from the organization's audited financial statements that discusses bad debt expense. Patient accounts receivable are reduced by an allowance for estimated uncollectible accounts. In evaluating the collectability of accounts receivable, the Medical Center analyzes its past history and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for estimated uncollectible accounts and provision for uncollectible accounts. Management regularly reviews data about these major payor sources of revenue in evaluating the sufficiency of the allowance for estimated uncollectible accounts. For receivables associated with services provided to patients who have third-party insurance coverage, the Medical Center analyzes contractually due amounts and provides an allowance for uncollectible accounts and a provision for uncollectible accounts, if necessary (for example, for expected uncollectible deductibles and copayments on accounts for which the third-party payor has not yet paid, or for payors who are known to be having financial difficulties that make the realization of amounts due unlikely). For receivables associated with self-pay patients (which include both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), the Medical Center records a significant provision for uncollectible accounts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The Medical Center regularly performs hindsight procedures to evaluate historical write-off and collection experience throughout the year to assist in determining the reasonableness of its process for estimating the allowance for uncollectible accounts. The difference between the standard rates (or the discounted rates if negotiated) and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for estimated uncollectible accounts. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Martin Memorial's mission is to serve the health care needs of its patients within the community. Martin Memorial considers the provision of care to patients, despite reporting a Medicare operating shortfall, to be a community benefit. The shortfall of $32,588,634 represents unreimbursed services to members of our community. These services are a vital part of the health care Martin Memorial provides to these patients. Only by providing these services below cost are we able to meet the needs of these patients. The data used to determine the revenue and cost amounts came directly from the Medicare Cost Report. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Martin Memorial interviews potential financial assistance patients/guarantors to determine the payment sources, ascertain whether a referral for a medical economic social payment source is advisable or determine if the patient qualifies for financial assistance. Martin Memorial looks at the patients' assets, liabilities, income, family size, existing monthly bills, and other pertinent financial indicators, such as the amount of medical bills. Martin Memorial uses the State of Florida HCCB Charity/Uncompensated Care Guidelines (200% of the current Federal Poverty Guidelines) as a threshold for granting financial assistance. In certain instances where medical indigency is ascertained, financial assistance would be approved for cases that exceed the HCCB income threshold guidelines. After the interview, if full or partial payment is not anticipated, the account is converted to a financial assistance status, and will not be considered bad debt. Once converted to financial assistance the patient is not expected to make payments and is not pursued for payment. If the patient is known to be under a current financial assistance provision, the computer system alerts MMMC and the system adjusts the balance so that the patient is not billed. Schedule H, Part V, Section B, Line 16a FAP website a - MARTIN MEMORIAL MEDICAL CENTER: Line 16a URL: HTTPS://WWW.MARTINHEALTH.ORG/PATIENT-FINANCIAL-ASSISTANCE-POLICY-FAP; Schedule H, Part V, Section B, Line 16b FAP Application website a - MARTIN MEMORIAL MEDICAL CENTER: Line 16b URL: HTTPS://WWW.MARTINHEALTH.ORG/PATIENT-FINANCIAL-ASSISTANCE-POLICY-FAP; Schedule H, Part V, Section B, Line 16c FAP plain language summary website a - MARTIN MEMORIAL MEDICAL CENTER: Line 16c URL: HTTPS://WWW.MARTINHEALTH.ORG/PATIENT-FINANCIAL-ASSISTANCE-POLICY-FAP; Schedule H, Part VI, Line 2 Needs assessment Martin Memorial engaged the The Carnahan Group to complete a Community Health Needs Assessment in fiscal year 2016. The assessment contained epidemiological, qualitative and comparative methods that assesses the health issues in our organization's community and that community's access to services related to those issues. The CHNA is available to the public via our website Martinhealth.org and by paper upon request. Martin Memorial conducted focus groups in the community to determine the most pressing needs. We obtained input from persons who represent the broad interests of the community served, which includes those with special knowledge of or expertise in public health. We gathered secondary data from ESRI, The US Census Bureau, Bureau of Labor Statistics and the Center for Disease Control and Prevention (CDC) Florida Charts, our local United Way and health departments. As in our last Community Health Needs Assessment conducted in July 2013, we identified six main needs for our community-Diabetes, Mental Health, Substance Abuse, Cancer, Obesity and Access and Affordability of Services. We continue to utilize our internal Community Benefit Advisory Council for strategic evidence-based program initiatives to address community health needs and evaluate current programming. Because the community health needs assessment is the organization's primary method for assessing the health care needs of the community, no additional formal assessments are completed. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Financial assistance programs are posted in the lobbies of the three emergency departments, admitting areas and written on patient statements and billing. Information is also available on Martin Memorial's website and all collection notices also contain information about financial assistance. Estimates for procedures are provided to the patients upon request and are available in Spanish in addition to English. Schedule H, Part VI, Line 4 Community information Martin Memorial serves Martin County and portions of St. Lucie County, a population of approximately 368,983. Most of the area has traditionally been a retirement community, with a substantial population of seasonal residents. However substantial growth in St. Lucie County has included many younger families who live there year-round. Our 2016 Community Health Needs Assessment showed that within five years substantial population growth is expected among residents ages 65 and older (13.4%) along with a slight population growth of individuals aged 20-44 (3.6%). In Martin County, nearly 30% of Martin County residents are over age 65 and in Port St. Lucie, only 21% are older than 65. The most common race/ethnicity in Martin Memorial's community is white (64.95%) followed by Hispanic (16.6%) and black/African American (14.7%). Substantial population growth is expected for Hispanics (12.1%). Median household income is $51,703 in Martin County and $42,665 in St. Lucie County. In Martin County 12% of individuals live below the poverty line and in St. Lucie County 18.4% of individuals live below the poverty line. The percentage of children living below poverty level-Martin County: 19.2%, St Lucie County: 28.2%. St Lucie County has a slightly higher incidence of children living in poverty than the state average of 24.1%. Martin Memorial Medical Center is the only hospital in Martin County, Florida. In St. Lucie County there are three hospitals, two for profit hospitals situated in Eastern and Northern St. Lucie County operated by HCA named St. Lucie Medical Center and Lawnwood Regional Medical Center. Martin Memorial opened our third hospital, Tradition Medical Center, in December 2013 in Western St. Lucie County. Schedule H, Part VI, Line 5 Promotion of community health Martin Memorial has a multifaceted approach to promoting community health. Our boards of directors are comprised of community members seeking to ensure we provide access to high-quality care. Throughout the year, Martin Memorial provides free or lower-cost educational opportunities and health screenings aimed at disease prevention targeted at the underserved population in the community. In January 2014 we were one of the first hospitals in the area to launch a Comprehensive Health Management program that focuses on patients with severe chronic diseases and aims to help get their complicated diseases managed to improve their health and quality of life. This current program is unable to be reimbursed from any type of insurance and is completely free of charge to people referred into this program. The organization also offers free support groups for patients and family members that are facing ongoing management of chronic diseases. Martin Memorial associates provide countless hours of volunteer service to not-for-profit agencies and organizations, with an emphasis on those with a mission to enhance community health. Martin Memorial offers numerous sponsorships intended to promote the health and well-being of our communities including the support of two local free health clinics that help the medically underserved population. Martin Memorial is working with other agencies and organizations to create programs that will help promote the overall health of the community. We continue to partner with local community organizations to help on county wide health initiatives. We have worked with the Health Departments in both Martin and St. Lucie County to develop a community wide plan that focuses on healthy lifestyle. In addition, a majority of the governing body of Martin Memorial Medical Center is comprised of persons who reside in the organization's primary service area and who are neither employees nor independent contractors nor family members thereof. In addition, the organization extends medical staff privileges to all qualified physicians in the community. Martin Memorial periodically conducts a physician needs assessment that reviews the makeup of both our medical staff as well as the physician community in our service area as a whole. This provides an overview of what physician specialties may be needed in our community. Schedule H, Part VI, Line 6 Affiliated health care system Martin Memorial Medical Center belongs to a group of affiliated companies that provide diagnostic and ambulance services to the local community and fundraising for the benefit of Martin Memorial Medical Center. Martin Memorial also has for-profit affiliates providing physician services to the local community as well as billing and collection services for the affiliated companies. There are two limited partnerships that own medical office buildings which primarily house affiliated companies medical offices and clinics. true INDIAN RIVER STATE COLLEGE FOUNDATION 3209 VIRGINIA AVE FORT PIERCE FL 34981 591105591 501(C)(3) 77299 0 N/A N/A HEALTHCARE EDUCATION ST LUCIE COUNTY health access network inc 3855 US-1 FORT PIERCE FL 34982 263945016 501(C)(3) 175000 0 N/A N/A HEALTHCARE MARTIN COUNTY HEALTHY START COALITION INC 3257 SE SALERNO ROAD STUART FL 34997 650359999 501(C)(3) 10000 0 FMV N/A SUPPORT FOR PREGNANT WOMEN AND INFANTS 3 0 HEALTH CARE FOR INDIGENT PATIENTS 108 204901 0 N/A N/A SHELTER / TRANSPORTATION / FOOD 145 32469 0 N/A N/A Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Health care assistance is provided to oncology patients that have a financial need including help paying for medical expenses, food, shelter and transportation. The organization's Social Services Department also assists indigent patients that are being discharged with pharmacy items. Grants are closely monitored and assessments are made to ensure they are used for the intended purposes. The Martin Memorial Medical Center education department works closely with Indian River State College Foundation as to the use of the grant funds. In addition, sponsorship funds provided are closely monitored to ensure the funds are used for the intended purpose. X true true X X X X true true false false false false false false false MARK ROBITAILLE PRESIDENT/CEO (PARTIAL YEAR) 755816 0 246719 0 6143 0 33900 0 37946 0 1080524 0 0 0 ROBERT LORD PRESIDENT/CEO (PARTIAL YEAR) 419225 0 113951 0 93103 0 145493 0 47379 0 819150 0 93103 0 GEORGE RITTERSBACH MD DIRECTOR 272481 0 173549 0 0 0 13696 0 46769 0 506495 0 0 0 JEFFREY GLICKMAN MD DIRECTOR 291711 0 63957 0 0 0 15900 0 14008 0 385575 0 0 0 CRAIG CHINDEMI FORMER CPO 169261 0 0 0 153461 0 8758 0 19980 0 351460 0 0 0 DONNA GRIFFITH FORMER CNO 128 0 0 0 204293 0 7800 0 6621 0 218841 0 0 0 MICHAEL SKEHAN MD FORMER CMO 243987 0 86813 0 0 0 35620 0 11664 0 378084 0 0 0 CHARLES CLEAVER TREASURER/CFO 355929 0 100783 0 1946 0 103472 0 36379 0 598509 0 0 0 MARIAN WOSSUM CLO 170488 0 18000 0 0 0 10212 0 7877 0 206576 0 0 0 EDMUND COLLINS CIO 279436 0 76992 0 45056 0 44545 0 34769 0 480798 0 45056 0 MIGUEL COTY CMCO 228510 0 63622 0 161470 0 51720 0 34769 0 540091 0 161470 0 LIBBY FLIPPO CNO 253050 0 69672 0 0 0 46147 0 44769 0 413638 0 0 0 ANGIE METCALF CHRO 244482 0 70220 0 0 0 56067 0 36379 0 407148 0 0 0 FERNANDO PETRY DO CMO 335798 0 74986 0 0 0 22798 0 34151 0 467733 0 0 0 JESSICA MCLAIN CPO 170300 0 39258 0 0 0 32238 0 20675 0 262470 0 0 0 JOHN AFSHAR MD NEUROSURGEON 882193 0 665129 0 0 0 129969 0 37379 0 1714671 0 0 0 JOHN VIOLA MD PHYSICIAN 833057 0 516572 0 0 0 108162 0 36042 0 1493833 0 0 0 JOHN ROBINSON MD NEUROSURGEON 879667 0 469077 0 0 0 129969 0 37379 0 1516092 0 0 0 ALEXANDER DEBONET MD PHYSICIAN 308345 0 325379 0 0 0 33900 0 35038 0 702663 0 0 0 JORGE CASTILLO MD PHYSICIAN 510231 0 155069 0 0 0 23700 0 33824 0 722824 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments The nonqualified Defined Benefit SERP Plan has a tax adjustment factor in its benefit calculation. Schedule J, Part I, Line 4a Severance or change-of-control payment Craig Chindemi, Former CPO, received severance in 2015 of $153,461. Donna Griffith, Former CNO, received severance in 2015 of $205,894. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Compensation reported in the Form 990, particularly benefit costs, may be confusing, especially when making comparisons from one organization to another or even from one year to another for the same organization. Retirement benefit costs vary widely depending on the type of plan - defined benefit or contribution, and the age and tenure of the executive. Martin Memorial maintains several unfunded supplemental retirement plans. The amount accrued (not paid) was $108,267 for Mr. Lord, $29,836 for Mr. Coty, $36,434 for Mr. Collins, $32,367 for Ms. Metcalf, $69,572 for Mr. Cleaver, $33,240 for Ms. Flippo, $6,898 for Mr. Petry, $19,664 for Ms. McLain, $88,269 for Dr. Afshar, $88,269 for Dr. Robinson, and $66,462 for Dr. Viola. The following participants in this plan received distributions: $93,103 for Mr. Lord, $45,056 for Mr. Collins, and $161,470 for Mr. Coty. Dr. Castillo, Dr. Debonet and Marian Wossum do not participate in these plans. A Martin County Health Facilities Authority 362646523 573903EF4 2012-02-09 127052929 Construction of new hospital in Saint Lucie County false false false B Martin County Health Facilities Authority 362646523 573903FD8 2012-11-15 30822326 Refund 7/1997 and 12/1998 bond issues false false false C Martin County Health Facilities Authority 362646523 2010-12-15 24095000 Acquisition of medical equipment false false false D Martin County Health Facilities Authority 362646523 2013-09-24 26555000 Refund 5/2007 bond issue false false false A 1590080 0 128299649 11812842 10269255 0 2523995 0 0 103409411 284145 0 2013 false false true true B 3695000 0 30822326 0 0 0 572679 0 0 0 30249647 0 2012 true false true true C 2440000 0 24242680 0 0 0 202903 0 0 24039777 0 0 2013 false false true true D 4075000 0 26555000 0 0 0 0 0 0 0 26555000 0 2013 true false true true A false false true true true true 0.0 0.0 0.0 false false true B false false true true true true 0.0 0.0 0.0 false false true C false false true true true true 0.0 0.0 0.0 false false true D false false true true true true 0.0 0.0 0.0 false false true A false false false true false false false false true B false false false true false false false false true C false false false true false false false false true D false true false false true true Wells Fargo 25.0 false false false false true A true B true C true D true Schedule K, Part II, Line 3 Total proceeds of issue The total proceeds of issue shown in Part II, Line 3 are different than the issue price shown in Part I because the figure in Part II includes investment earnings on the proceeds. This is consistent with the form instructions. Schedule K, Part IV, Line 2c COLUMN A Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 04/29/2016 Schedule K, Part IV, Line 2c COLUMN B Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 11/16/2016 Schedule K, Part IV, Line 2c COLUMN C Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 11/23/2016 A MARTIN COUNTY HEALTH FACILITIES AUTHORITY 362646523 573903FX4 2015-09-10 109488863 CONSTRUCTION OF HOSPITAL EXPANSION IN SAINT LUCIE COUNTY false false false A 0 0 109488863 0 10130117 0 0 0 0 30203712 0 69155034 false false false true A false false true true true true 0.0 0.0 0.0 false false true A false true false false false false false false true A true RANDALL BOUGHNER SON OF LEE BOUGHNER, DIRECTOR OF MARTIN MEDICAL CENTER 47532 COMPENSATION false ANNE LORD SISTER-IN-LAW OF ROB LORD, OFFICER OF MARTIN MEDICAL CENTER 46750 COMPENSATION false PATRICK FOGARTY NEPHEW OF ROB LORD, OFFICER OF MARTIN MEDICAL CENTER 33206 COMPENSATION false SARAH ROBITAILLE RELATIVE OF MARK ROBITAILLE, OFFICER OF MARTIN MEDICAL CENTER 66618 COMPENSATION false DEIDRE WRIGHT-GAINEY RELATIVE OF ELMIRA GAINEY, DIRECTOR OF MARTIN MEDICAL CENTER 38806 COMPENSATION false Form 990, Part VI, Line 6 Classes of members or stockholders Martin Memorial Health Systems, Inc. a 501(c)(3) tax exempt corporation, is the sole member of Martin Memorial Medical Center, Inc. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Member of Martin Memorial Medical Center may select, replace or remove the members of the governing body. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Sole Member of the Medical Center expressly reserves the following powers, to be exercised by it in its sole discretion: -To select or replace and to remove, with or without cause, Directors of the Medical Center; and -To amend the Articles of Incorporation; -To amend the Bylaws of the Medical Center; -Adopt any annual or long-term capital or operational budget or any changes therein; -Authorize the Medical Center to enter into any contract or engage in any transaction which is not provided for in an annual or long-term capital or operational budget approved by the Sole Member of the Medical Center where the amount involved exceeds $100,000.00; -Adopt any new, or any changes to the existing, long-term or master institutional plans of the Medical Center; -Authorize the Medical Center to engage in, or enter into, any transaction providing for or requiring a Certificate of Need. However, the President/ CEO of the Medical Center, or the Executive Committee of the Sole Member, may submit a letter of intent and/or an application for a Certificate of Need at any time without prior authorization. The Board of Directors of the Sole Member shall subsequently either ratify the action or vote to withdraw the letter of intent or the application. -Adopt a plan of dissolution of the Medical Center; -Authorize the Medical Center to engage in, or enter into, any transaction providing for the sale, lease, mortgage or other disposition of the assets of the Medical Center not contemplated as part of the capital or operating budget; however, it is understood that this does not preclude the sale of fully depreciated assets, assets to be scrapped and taken out of service, or assets to be traded in on the purchase of new assets approved as part of the budgeting process. -Adopt a plan of merger or consolidation of the Medical Center with another corporation; -Organize or acquire, or authorize the organization or acquisition of, any subsidiary or affiliate of the Medical Center ("affiliate" shall include any corporation, association, partnership, trust, joint venture or other entity directly or indirectly controlling, controlled by, or under common control with the Medical Center). Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is e-mailed (mailed if the director does not have e-Mail) to all members of the Board of Directors prior to the Form 990 being filed. The Form 990 also goes through a process where the Asst Treasurer/CFO and the President of Martin Memorial review the 990 to ensure the accuracy and completeness of the return prior to it being filed. Form 990, Part VI, Line 12c Conflict of interest policy The Corporate Compliance Officer surveys each director, officer and key employee of Martin Memorial Medical Center and related affiliated companies. These annual surveys are designed to determine if any potential conflicts of interest exist. The Corporate Compliance officer educates board members, officers and key employees of their responsibility to report any possible conflicts of interest that may arise between annual surveys. The Corporate Compliance Officer also monitors and investigates any possible conflicts that may arise. If a potential or actual conflict of interest exists, the individual with the conflict will abstain from voting on any issues or participating in discussions that are related to the conflict of interest. Form 990, Part VI, Line 15a Process to establish compensation of top management official Executive compensation at Martin Memorial Health System ("MMHS") is governed and controlled by the Compensation & Retirement Committee of the Board of Directors according to policies set by the board as a whole. The committee is made up entirely of community leaders, none of whom are employed by Martin Memorial Medical Center ("MMMC"). The committee determines pay levels at MMHS in comparison with other not-for-profit hospitals and health systems like MMHS in size and complexity and which serve similar types of communities. It looks at national data but also takes into consideration data from similar health systems in the Southeast region of the country. The committee reviews comparability data on salary levels, incentive pay, and benefit costs, assessing each element of compensation independently and total compensation in aggregate. The committee retains independent consultants to gather comparability data on executive compensation in the MMHS' peer group. These consultants regularly assist the committee in making its determination that executive compensation at MMHS remains reasonable and consistent with the board-approved MMHS executive compensation philosophy. The committee approves compensation for all listed executives every year. The committee diligently follows best practices in governing executive compensation, including the process prescribed by the IRS for governing executive compensation in the tax-exempt sector. It is committed to accurately disclosing executive compensation on Form 990. Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation of other officers and key employees follows the same process as described in Part VI, Line 15a. Form 990, Part VI, Line 19 Required documents available to the public Martin Memorial Medical Center does not make its governing documents, conflict of interest policy, or financial statements available to the public. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATE - -12581872; CHANGE IN NET ASSETS HELD AT MARTIN FOUNDATION - 1991300; NA TEMP RELEASED - -3078182; MIN PENSION LIABILITY ADJUSTMENT - -2408920; MIN SERP LIABILITY ADJUSTMENT - 26380; UNREALIZED LOSS ON SWAP AGREEMENT - -10854; RETIREE HEALTH LIABILITY ADJUSTMENT - 131379; MARTIN MEMORIAL HEALTH SYSTEMS PO BOX 9010 STUART FL 34995 592307522 SUPPORTS MARTIN MEMORIAL MEDICAL CENTER AND COASTAL CARE CORPORATION FL 501(c)(3 Type II NA false MARTIN MEMORIAL FOUNDATION PO BOX 9033 STUART FL 349959033 592343938 FUNDRAISING FL 501(c)(3 7 MMHS false COASTAL CARE CORPORATION PO BOX 9033 STUART FL 349959033 592333374 HEALTHCARE FL 501(c)(3 3 MMHS false MEDICAL CENTER AT ST LUCIE WEST LTD PO BOX 9033 STUART FL 34995 650504863 MEDICAL OFFICES FL MMMC Related 625465 4975331 false 0 false 0.99 MEDICAL CENTER AT HOBE SOUND LTD PO BOX 9033 STUART FL 34995 650748232 MEDICAL OFFICES FL MMMC Related 12567 1914742 false 0 false 0.99 MARTIN MEMORIAL PHYSICIAN CORPORATION PO BOX 9010 STUART FL 34995 650550641 PHYSICIAN OFFICES FL NA C Corporation false MEDICAL & FINANCIAL MANAGEMENT PO BOX 9033 STUART FL 349959033 592320501 BILLING AND COLLECTIONS FL NA C Corporation false CSC CONDOMINIUM ASSOCIATION PO BOX 9033 STUART FL 34995 592843163 CONDOMINIUM ASSOCIATION FL MMMC C Corporation 106649 274297 0.607 true false false true true false false false false false true true true true false true true true false false MEDICAL CENTER AT ST LUCIE WEST LTD J 1419781 FMV MEDICAL CENTER AT HOBE SOUND LTD J 145000 FMV Martin Memorial Medical Center Inc PO Box 9010 Stuart FL 349959033 590637874 X 0 65557 65557 439861380 439926937 1000000 250000 0 0 0 COASTAL CARE CORPORATION PO BOX 9033 STUART FL 349959033 592333374 0 0 0 16189660 16189660 959483 239871 0 0 0 MARTIN MEMORIAL HEALTH SYSTEMS PO BOX 9033 STUART FL 349959033 592307522 0 0 0 0 0 0 0 0 0 0 MARTIN MEMORIAL FOUNDATION INC PO BOX 9033 STUART FL 349959033 592343938 0 0 0 3954050 3954050 347703 86926 0 0 0