MEDSTAR HEALTH INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MEDSTAR HEALTH INC (EIN 52-2087445)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201601329349304555
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T22:09:49-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 International Drive | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522087445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Medstar Health Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOEL BRYAN | InCareOfNm |
| Business Name Control | MEDS | BusinessNameControlTxt |
| Phone | 4107726721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5565 STERRETT PLACE 5TH FLOOR | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joel Bryan | PersonNm |
| Person Title | Vice President/Treasurer | PersonTitleTxt |
| Phone | 4107726721 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Margaret A Bradshaw | PreparerPersonNm |
| PTIN | P00501222 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2016-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH A SAMET | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5565 STERRETT PLACE 5TH FLOOR | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $237,822,390 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MEDSTARHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PLAN, DEVELOP, COORDINATE, DIRECT AND MANAGE AN INTEGRATED HEALTHCARE SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 1013 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $38,740 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $37,740 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,499,556 | PYContributionsGrantsAmt |
| CY Contributions Grants | $478,043 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,375,638 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $174,633,847 | CYProgramServiceRevenueAmt |
| PY Investment Income | $109,711,221 | PYInvestmentIncomeAmt |
| CY Investment Income | $47,984,943 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,729,359 | PYOtherRevenueAmt |
| CY Other Revenue | $14,725,557 | CYOtherRevenueAmt |
| PY Total Revenue | $195,315,774 | PYTotalRevenueAmt |
| CY Total Revenue | $237,822,390 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $84,354,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $110,329,679 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,641,020 | PYOtherExpensesAmt |
| CY Other Expenses | $92,526,294 | CYOtherExpensesAmt |
| PY Total Expenses | $119,995,240 | PYTotalExpensesAmt |
| CY Total Expenses | $202,855,973 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $75,320,534 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $34,966,417 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,176,542,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,173,531,045 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,596,652,258 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,741,205,542 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $579,890,133 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $432,325,503 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF MEDSTAR HEALTH, INC. (MEDSTAR) IS TO SERVE OUR PATIENTS, THOSE WHO CARE FOR THEM AND OUR COMMUNITIES. MEDSTAR IS THE CONTROLLING ENTITY OF AN INTEGRATED HEALTH SERVICES ORGANIZATION (THE SYSTEM) OFFERING A WIDE VARIETY OF HEALTHCARE SERVICES TO RESIDENTS OF MARYLAND AND THE WASHINGTON, D.C., REGION (COMPRISING BALTIMORE CITY, 11 COUNTIES IN MARYLAND, THE DISTRICT OF COLUMBIA, AND NORTHERN VIRGINIA). MEDSTAR HEALTH IS THE REGION'S LARGEST HEALTH SYSTEM AND ONE OF THE LARGEST EMPLOYERS IN MARYLAND AND WASHINGTON, D.C., WITH APPROXIMATELY 30,000 ASSOCIATES AND 6,000 AFFILIATED PHYSICIANS. THROUGH OUR HOSPITALS, OUTPATIENT FACILITIES, PHYSICIAN ORGANIZATIONS, AND OTHER HEALTH-RELATED ORGANIZATIONS, THE SYSTEM OFFERS A BROAD CONTINUUM OF HEALTHCARE SERVICES, INCLUDING PRIMARY CARE, ACUTE CARE (SECONDARY, TERTIARY AND QUATERNARY), EMERGENCY, TRAUMA AND URGENT CARE, ADULT BURN CARE, REHABILITATION (HOSPITAL-BASED AND OUTPATIENT), POST-ACUTE CARE, AMBULATORY SURGERY, HOME CARE, | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $202,855,973 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $174,633,847 | RevenueAmt |
| Desc | AS THE PARENT COMPANY IN AN INTEGRATED HEALTHCARE SYSTEM, MEDSTAR HEALTH, INC. ESTABLISHES THE STRATEGIC DIRECTION FOR ITS AFFILIATED ENTITIES. MEDSTAR HEALTH'S SOLE PROGRAM SERVICE IS THE MANAGEMENT AND SUPPORT OF ITS AFFILIATED ENTITIES. THE PROGRAM SERVICE EXPENSES INCURRED BY THE ORGANIZATION RELATE TO CORPORATE SERVICE FUNCTIONS IN THE FOLLOWING AREAS: QUALITY AND SAFETY, FINANCIAL SERVICES, HUMAN RESOURCE SERVICES, TREASURY SERVICES, INFORMATION SYSTEMS, LEGAL SERVICES, RISK MANAGEMENT, COMPLIANCE, PRIVACY, BUSINESS AND SYSTEM DEVELOPMENT, PLANNING, MARKETING, EXTERNAL AFFAIRS, PHILANTHROPY SERVICES, MANAGED CARE, INTERNAL AUDIT, COMMUNITY HEALTH, GRADUATE MEDICAL EDUCATION, AND ACADEMIC AFFAIRS. | Desc |
| Total Program Service Expenses | $202,855,973 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2080 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1013 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL BRYAN | PersonNm |
| Phone | 4107726721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5565 STERRETT PLACE 5TH FLOOR | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHANDRALEKHA BANERJEE MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW J BERRY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE MELOY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERTA LOKER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R ROBERTS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HON TOGO D WEST JR | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARC N DUBER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK JENSEN | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DONOVAN DIETRICK MD | ||||||||||
| DIRECTOR (UNTIL 10/2014) | 1.0 | 39.0 | Yes (X) | $0 | $274,353 | $24,364 | ||||
| BARBARA R HELLER | ||||||||||
| DIRECTOR (UNTIL 10/2014) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM J OETGEN JR MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SARA E WATKINS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY J BUZZELLI | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN J DEGIOIA PHD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH A SAMET | ||||||||||
| CEO AND PRESIDENT | 40.0 | 0.0 | Yes (X) | $4,325,505 | $0 | $64,424 | Yes (X) | |||
| WILLIAM COUPER | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROSIE ALLEN-HERRING | ||||||||||
| DIRECTOR (AS OF 11/2014) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS J BALTIMORE | ||||||||||
| DIRECTOR (AS OF 2/2015) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER G KALHORN MD | ||||||||||
| DIRECTOR (AS OF 11/2014) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VINCENT J MARTORANA MD | ||||||||||
| DIRECTOR (AS OF 11/2014) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALLEN J TAYLOR MD | ||||||||||
| DIRECTOR (AS OF 11/2014) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CURRAN | ||||||||||
| EVP & CFO | 40.0 | 0.0 | $2,565,690 | $0 | $29,762 | Yes (X) | ||||
| STEPHEN EVANS | ||||||||||
| EVP | 40.0 | 0.0 | $1,222,825 | $0 | $43,579 | Yes (X) | ||||
| JOY DRASS | ||||||||||
| EVP | 40.0 | 0.0 | $1,868,488 | $0 | $44,213 | Yes (X) | ||||
| CARL SCHINDELAR | ||||||||||
| EVP | 40.0 | 0.0 | $1,235,229 | $0 | $53,501 | Yes (X) | ||||
| OLIVER JOHNSON | ||||||||||
| EVP | 40.0 | 0.0 | $1,038,924 | $0 | $28,260 | Yes (X) | ||||
| ERIC WAGNER | ||||||||||
| EVP | 40.0 | 0.0 | $1,407,235 | $0 | $45,995 | Yes (X) | ||||
| CHRISTINE SWEARINGEN | ||||||||||
| EVP | 40.0 | 0.0 | $841,459 | $0 | $53,766 | Yes (X) | ||||
| MAUREEN MCCAUSLAND | ||||||||||
| SVP | 40.0 | 0.0 | $665,171 | $0 | $31,610 | Yes (X) | ||||
| CATHERINE SZENCZY | ||||||||||
| SVP | 40.0 | 0.0 | $603,826 | $0 | $11,823 | Yes (X) | ||||
| DAVID NOE | ||||||||||
| VP | 40.0 | 0.0 | $646,712 | $0 | $31,041 | Yes (X) | ||||
| BRUCE BARTOO | ||||||||||
| VP | 40.0 | 0.0 | $590,447 | $0 | $22,530 | Yes (X) | ||||
| EDWARD ROBINSON | ||||||||||
| VP | 40.0 | 0.0 | $622,016 | $0 | $29,305 | Yes (X) | ||||
| SUSAN NELSON | ||||||||||
| VP | 40.0 | 0.0 | $572,460 | $0 | $26,791 | Yes (X) | ||||
| DAVID MAYER | ||||||||||
| VP | 40.0 | 0.0 | $637,630 | $0 | $23,621 | Yes (X) | ||||
| WILLIAM THOMAS | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $320,167 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,163,784 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $274,353 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $564,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 342 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ERNST YOUNG | |||||
| WACHOVIA BANK PO BOX 933515 | ATLANTA | GA | 311933515 | PROJECT MGMT SVCS | $3,342,662 |
| CERASOLI STAFFORD MEDIA MGMT | |||||
| 2251 SAN DIEGO DRIVE SUITE A130 | SAN DIEGO | CA | 92110 | PROFESSIONAL SVCS | $2,945,630 |
| KPMG LLP | |||||
| PO BOX 120002 | DALLAS | TX | 753120940 | Accounting Services | $2,119,859 |
| CERNER CORPORATION | |||||
| PO BOX 412702 | KANSAS CITY | MO | 641412702 | Medical Services | $1,846,812 |
| HEALTHY COMPANIES INTL HCI | |||||
| 2101 WILSON BLVD | ARLINGTON | VA | 22201 | CONSULTING SERVICES | $1,559,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 75 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $74,900 | GovernmentGrantsAmt |
| All Other Contributions | $403,143 | AllOtherContributionsAmt |
| Total Contributions | $478,043 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GREENSPRING FEE | 900099 | $144,037,677 | $144,037,677 |
| OTHER MANAGEMENT FEES | 900099 | $16,622,641 | $16,622,641 |
| NET PATIENT SERVICE REVENUE | 621400 | $13,973,529 | $13,973,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $174,633,847 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,153,499 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $38,740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,114,759 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,800,401 | SecuritiesAmt |
| Other | $31,043 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,800,401 | SecuritiesAmt |
| Other | $31,043 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,831,444 | TotalRevenueColumnAmt |
| Exclusion | $34,831,444 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REBATE INCOME | 900099 | $2,994,202 | $2,994,202 |
| Other Income/Loss | 900099 | $11,731,355 | $11,731,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,725,557 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,822,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $174,633,847 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,740 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,671,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,478,373 | TotalAmt |
| Program Services | $16,478,373 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,192,193 | TotalAmt |
| Program Services | $82,192,193 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,195 | TotalAmt |
| Program Services | $1,170,195 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,863,986 | TotalAmt |
| Program Services | $6,863,986 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,624,932 | TotalAmt |
| Program Services | $3,624,932 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,953 | TotalAmt |
| Program Services | $12,953 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,693,807 | TotalAmt |
| Program Services | $5,693,807 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,379,873 | TotalAmt |
| Program Services | $2,379,873 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,478,198 | TotalAmt |
| Program Services | $37,478,198 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,753,562 | TotalAmt |
| Program Services | $9,753,562 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,435,202 | TotalAmt |
| Program Services | $1,435,202 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228 | TotalAmt |
| Program Services | $228 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,832,490 | TotalAmt |
| Program Services | $3,832,490 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383,686 | TotalAmt |
| Program Services | $1,383,686 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,123 | TotalAmt |
| Program Services | $347,123 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,572 | TotalAmt |
| Program Services | $255,572 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,483 | TotalAmt |
| Program Services | $818,483 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,441 | TotalAmt |
| Program Services | $275,441 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EARLY EXTINGUISHMENT OF DEBT | $25,187,428 | $25,187,428 |
| MAINTENANCE | $984,034 | $984,034 |
| MED /SURG SUPPLIES | $870,747 | $870,747 |
| MAINTENANCE CONTRACTS | $691,868 | $691,868 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,599 | TotalAmt |
| Program Services | $1,125,599 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,855,973 | TotalAmt |
| Program Services | $202,855,973 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $378,801,824 | BOYAmt |
| EOY | $311,233,317 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,431,758 | BOYAmt |
| EOY | $9,696,650 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,832 | BOYAmt |
| EOY | $495,715 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,595,317 | BOYAmt |
| EOY | $2,095,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,483,258 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,890,880 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,258,741 | BOYAmt |
| EOY | $15,592,378 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,980,362 | BOYAmt |
| EOY | $1,548,114,471 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,402,599 | BOYAmt |
| EOY | $135,032,599 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,840,958 | BOYAmt |
| EOY | $151,270,352 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176,542,391 | BOYAmt |
| EOY | $2,173,531,045 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,969,549 | BOYAmt |
| EOY | $212,803,427 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,443,833 | BOYAmt |
| EOY | $2,208,943 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,107,374,394 | BOYAmt |
| EOY | $1,197,750,639 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $129,838,825 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,864,482 | BOYAmt |
| EOY | $198,603,708 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,652,258 | BOYAmt |
| EOY | $1,741,205,542 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,229,555 | BOYAmt |
| EOY | $429,445,071 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,660,578 | BOYAmt |
| EOY | $2,880,432 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,890,133 | BOYAmt |
| EOY | $432,325,503 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176,542,391 | BOYAmt |
| EOY | $2,173,531,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $34,966,417 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$59,436,987 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $4,225 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$123,098,285 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 23 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (23 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| BAY LIFE SERVICES INC | ||||
| 521496539 | 9 | Yes (true) | $0 | $0 |
| FRANKLIN SQUARE HOSPITAL CENTER INC | ||||
| 520608007 | 3 | Yes (true) | $0 | $0 |
| GOOD SAMARITAN NURSING CENTER INC | ||||
| 521672866 | 9 | Yes (true) | $0 | $0 |
| GS HOUSING INC | ||||
| 521481656 | 9 | Yes (true) | $0 | $0 |
| HARBOR HOSPITAL INC | ||||
| 520491660 | 3 | Yes (true) | $0 | $0 |
| THE MEDSTAR-GEORGETOWN MEDICAL CENTER INC | ||||
| 522218584 | 3 | Yes (true) | $0 | $0 |
| MEDSTAR HEALTH INFUSION INC | ||||
| 521980510 | 9 | Yes (true) | $0 | $0 |
| MEDSTAR HEALTH RESEARCH INSTITUTE INC | ||||
| 526056274 | 4 | Yes (true) | $0 | $0 |
| MEDSTAR HEALTH VISITING NURSES ASSOCIATION INC | ||||
| 530196597 | 9 | Yes (true) | $0 | $0 |
| MEDSTAR SOUTHERN MARYLAND HOSPITAL CENTER INC | ||||
| 460726303 | 3 | Yes (true) | $0 | $0 |
| MEDSTAR SURGERY CENTER INC | ||||
| 521061679 | 9 | Yes (true) | $0 | $0 |
| MEDSTAR VNA HEALTHCARE INC | ||||
| 521458516 | 9 | Yes (true) | $0 | $0 |
| MGH COMMUNITY HEALTH INC | ||||
| 521372467 | 9 | Yes (true) | $0 | $0 |
| MGH HEALTH FOUNDATION INC | ||||
| 521129959 | 7 | Yes (true) | $0 | $0 |
| MONTGOMERY GENERAL HOSPITAL INC | ||||
| 520646893 | 3 | Yes (true) | $0 | $0 |
| NATIONAL REHABILITATION HOSPITAL INC | ||||
| 521369749 | 3 | Yes (true) | $0 | $0 |
| NRH REGIONAL REHAB AT OLNEY INC | ||||
| 522310902 | 3 | Yes (true) | $0 | $0 |
| ST MARY'S HOSPITAL OF ST MARY'S COUNTY INC | ||||
| 520619006 | 3 | Yes (true) | $0 | $0 |
| SUBURBANNRH MEDICAL REHABILITATION INC | ||||
| 521931151 | 3 | Yes (true) | $0 | $0 |
| THE UNION MEMORIAL HOSPITAL | ||||
| 520591685 | 3 | Yes (true) | $0 | $0 |
| THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC | ||||
| 520591607 | 3 | Yes (true) | $0 | $0 |
| WASHINGTON HOSPITAL CENTER CORPORATION | ||||
| 521272129 | 3 | Yes (true) | $0 | $0 |
| WOODBOURNE WOODS INC | ||||
| 522299070 | 9 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 23 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART I, LINE 11G | AMOUNT OF SUPPORT SUPPORT IS PROVIDED TO MEDSTAR HEALTH'S SUPPORTED ORGANIZATIONS IN THE FORM OF EQUITY TRANSFERS. DUE TO THE FREQUENCY OF THESE TRANSFERS AND THE LARGE NUMBER OF SUPPORTED ORGANIZATIONS THAT MEDSTAR HEALTH, INC. SUPPORTS, THE TOTAL EQUITY TRANSFERS LISTED ON SCHEDULE O, PART XI, LINE 9 HAVE NOT BEEN BROKEN OUT FOR EACH SUPPORTED ORGANIZATION. OTHER SUPPORT THE EXPENSES INCURRED BY MEDSTAR HEALTH, INC. THAT ARE REPORTED ON FORM 990, PART IX WERE EXPENDED TO PROVIDE SUPPORT AND MANAGEMENT TO ITS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION D, LINE 3 | THE OFFICERS/DIRECTORS OF THE SUPPORTED ORGANIZATIONS HAVE A CLOSE AND CONTINUOUS RELATIONSHIP WITH MEDSTAR HEALTH, INC., AND THUS A SIGNIFICANT VOICE. KEN SAMET, THE PRESIDENT/CEO OF MEDSTAR HEALTH, INC., SERVES ON THE BOARD OF DIRECTORS OF MANY OF MEDSTAR HEALTH INC.'S SUPPORTED ORGANIZATIONS. BECAUSE OF THIS, THE SUPPORTED ORGANIZATIONS ARE ABLE TO HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF MEDSTAR HEALTH AND IN DIRECTING THE USE OF ITS INCOME AND ASSETS. SCHEDULE A, PART IV, SECTION E, LINE 3A MEDSTAR HEALTH, INC. HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF THE OFFICERS OR DIRECTORS OF EACH OF ITS SUPPORTED ORGANIZATIONS. MEDSTAR HEALTH, INC. IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. ONE OF ITS SUPPORTED ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE SUPPORTED ORGANIZATION'S GOVERNING BODY, BUT ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE BOARD OF MEDSTAR HEALTH, INC. SCHEDULE A, PART IV, SECTION E, LINE 3B AS A PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE SYSTEM, MEDSTAR HEALTH, INC. EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. THE BYLAWS OF THESE SUPPORTED ORGANIZATIONS 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 BUDGETRS, STRATEGIC PLANNING, INVESTMENTS, AND CORPORATE GOVERNANCE. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $609,522 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $609,522 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other Activities | FormAndLineReferenceDesc |
| Explanation | The expenses incurred by the organization for lobbying activities reflects the total expenditures for lobbying efforts on behalf of substantially all subsidiaries and affiliates. These expenses included a portion of the compensation expense for several employees in the government affairs department of the organization who are involved in lobbying activities as well as the amounts paid to outside advocacy and consulting groups for their lobbying activities on behalf of the organization. The lobbying work related to healthcare policy issues at the federal level as well as work in Maryland and the District of Columbia. Among the policy issues encompassed by the organization's lobbying efforts were health care coverage for the uninsured and under-insured, emergency preparedness, reimbursement policies, employment practices, health reform, and other key issues. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,164,963 | OtherCostOrOtherBasisAmt |
| Book Value | $1,164,963 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $845,262 | OtherCostOrOtherBasisAmt |
| Depreciation | $203,609 | DepreciationAmt |
| Book Value | $641,653 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,200,236 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,707,148 | DepreciationAmt |
| Book Value | $1,493,088 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,968,707 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,913,797 | DepreciationAmt |
| Book Value | $4,054,910 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,304,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,326 | DepreciationAmt |
| Book Value | $8,237,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,592,378 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PNC POOL AND OTHER UNR. FUNDS | $1,029,895,716 | F |
| INVESTMENT IN AFFILIATES | $448,625,967 | F |
| MARKETABLE INVESTMENTS | $20,035,724 | F |
| BOARD DESIGNATED/OTHER RESTR. | $49,557,064 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,548,114,471 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEBT SERVICE L/T | $29,663,284 |
| DEFERRED TAX ASSET | $18,368,055 |
| DEFERRED FINANCING COST | $10,820,607 |
| DEFERRED COMPENSATION ASSET | $28,393,920 |
| OPTION IT ASSET | $7,824,035 |
| CASH SURRENDER VALUE - INS | $2,101,582 |
| INTERCOMPANY RECEIVABLES | $51,844,824 |
| OTHER ASSETS | $2,254,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $151,270,352 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITY L/T | $117,235,251 |
| PROFESSIONAL LIAB. IBNR | $21,296,391 |
| L/T LIABILITY - SWAP | $13,610,265 |
| DEFERRED COMPENSATION | $28,419,901 |
| STOCK OPTION PLAN | $6,817,017 |
| OTHER LIABILITIES | $11,224,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $198,603,708 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FIN 48 FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | 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, 2015. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $210,220,493 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $210,220,493 | SubtotalSpentAmt |
| Total Spent | $210,220,493 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONOVAN DIETRICK MD | ||||||||||||||
| DIRECTOR (UNTIL 10/2014) | $0 | $265,353 | $0 | $9,000 | $0 | $0 | $0 | $12,647 | $0 | $11,717 | $0 | $298,717 | $0 | $0 |
| KENNETH A SAMET | ||||||||||||||
| CEO AND PRESIDENT | $1,526,829 | $0 | $2,783,911 | $0 | $14,765 | $0 | $43,766 | $0 | $20,658 | $0 | $4,389,929 | $0 | $0 | $0 |
| MICHAEL CURRAN | ||||||||||||||
| EVP & CFO | $973,420 | $0 | $1,592,270 | $0 | $0 | $0 | $7,650 | $0 | $22,112 | $0 | $2,595,452 | $0 | $0 | $0 |
| WILLIAM THOMAS | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $84,017 | $0 | $236,150 | $0 | $0 | $0 | $0 | $0 | $320,167 | $0 | $0 | $0 |
| STEPHEN EVANS | ||||||||||||||
| EVP | $616,637 | $0 | $603,188 | $0 | $3,000 | $0 | $15,342 | $0 | $28,237 | $0 | $1,266,404 | $0 | $0 | $0 |
| JOY DRASS | ||||||||||||||
| EVP | $907,305 | $0 | $961,183 | $0 | $0 | $0 | $27,418 | $0 | $16,795 | $0 | $1,912,701 | $0 | $0 | $0 |
| CARL SCHINDELAR | ||||||||||||||
| EVP | $639,238 | $0 | $595,991 | $0 | $0 | $0 | $31,127 | $0 | $22,374 | $0 | $1,288,730 | $0 | $0 | $0 |
| OLIVER JOHNSON | ||||||||||||||
| EVP | $510,959 | $0 | $527,965 | $0 | $0 | $0 | $7,650 | $0 | $20,610 | $0 | $1,067,184 | $0 | $0 | $0 |
| ERIC WAGNER | ||||||||||||||
| EVP | $677,895 | $0 | $729,340 | $0 | $0 | $0 | $24,382 | $0 | $21,613 | $0 | $1,453,230 | $0 | $0 | $0 |
| CHRISTINE SWEARINGEN | ||||||||||||||
| EVP | $418,360 | $0 | $423,099 | $0 | $0 | $0 | $36,087 | $0 | $17,679 | $0 | $895,225 | $0 | $0 | $0 |
| CATHERINE SZENCZY | ||||||||||||||
| SVP | $125,233 | $0 | $155,630 | $0 | $322,963 | $0 | $7,650 | $0 | $4,173 | $0 | $615,649 | $0 | $0 | $0 |
| DAVID NOE | ||||||||||||||
| VP | $367,565 | $0 | $279,147 | $0 | $0 | $0 | $16,033 | $0 | $15,008 | $0 | $677,753 | $0 | $0 | $0 |
| BRUCE BARTOO | ||||||||||||||
| VP | $321,349 | $0 | $269,098 | $0 | $0 | $0 | $0 | $0 | $22,530 | $0 | $612,977 | $0 | $0 | $0 |
| EDWARD ROBINSON | ||||||||||||||
| VP | $366,619 | $0 | $255,397 | $0 | $0 | $0 | $7,650 | $0 | $21,655 | $0 | $651,321 | $0 | $0 | $0 |
| SUSAN NELSON | ||||||||||||||
| VP | $337,793 | $0 | $234,667 | $0 | $0 | $0 | $7,650 | $0 | $19,141 | $0 | $599,251 | $0 | $0 | $0 |
| MAUREEN MCCAUSLAND | ||||||||||||||
| SVP | $363,228 | $0 | $301,943 | $0 | $0 | $0 | $7,650 | $0 | $23,960 | $0 | $696,781 | $0 | $0 | $0 |
| DAVID MAYER | ||||||||||||||
| VP | $419,228 | $0 | $218,402 | $0 | $0 | $0 | $0 | $0 | $23,621 | $0 | $661,251 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SOCIAL CLUB DUES | THE ORGANIZATION PAID SOCIAL CLUB DUES FOR THREE OF ITS OFFICERS DURING THIS YEAR. PARTICIPATION IN THESE ACTIVITIES BY THE OFFICERS WAS FOR BUSINESS PURPOSES, AND HELPED THE ORGANIZATION FURTHER ITS EXEMPT PURPOSES. |
| SCHEDULE J, PART I, LINE 4B | William Thomas Other reportable compensation in Part II, Column (B) (iii) includes $36,150 representing the amount of supplemental retirement benefit payments related to prior years of service. Catherine Szenczys Other reportable compensation in Part II, Column (B) (iii) includes $281,442 representing severance payments received by Ms. Szenczy. MSSRS. SAMET AND CURRAN'S BONUS AND INCENTIVE COMPENSATION IN PART II, COLUMN (B) (II) INCLUDES $620,610 AND $522,873 RESPECTIVELY, REPRESENTING BENEFITS RECEIVED FROM EXECUTIVE RETIREMENT PLANS THAT ARE COMPRISED OF TARGET BENEFITS DETERMINED ANNUALLY BASED ON COMPENSATION AND YEARS OF SERVICE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Higher Educational Facilities Authority | ||||||||
| A | 520936091 | 574217MW2 | 2004-02-03 | $168,903,884 | Advance refund bonds issued 2001 | false | false | false |
| Higher Educational Facilities Authority | ||||||||
| B | 520936091 | 574217C60 | 2007-01-31 | $148,551,201 | Construct FSH hospital patient tow | Yes (true) | false | false |
| District of Columbia | ||||||||
| C | 536001131 | 2548393Y7 | 2008-05-15 | $283,137,423 | Current refund bonds issued 1998 | Yes (true) | false | false |
| Higher Educational Facilities Authority | ||||||||
| D | 520936091 | 574218DY6 | 2011-11-17 | $47,805,502 | Current refund bank debt | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $165,760,000 | $0 | $168,903,884 | $12,869,427 | $0 | $166,098,335 | $2,616,729 | $0 | $0 | $0 | $0 | $0 | 2001 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $144,983,000 | $164,008,124 | $0 | $31,362,309 | $0 | $1,806,668 | $0 | $0 | $130,839,147 | $0 | $0 | 2010 | false | false | Yes (true) | Yes (true) |
| C | $33,525,000 | $111,800,000 | $283,137,423 | $0 | $0 | $283,137,423 | $0 | $0 | $0 | $0 | $0 | $0 | 1998 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $3,275,000 | $0 | $47,805,502 | $0 | $0 | $47,171,175 | $634,327 | $0 | $0 | $0 | $0 | $0 | 2011 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||||
| B | 0.00000 | false | false | false | false | 0.00000 | 0.00000 | false | false | false | Yes (true) | |
| C | 0 | |||||||||||
| D | 0.01200 | false | Yes (true) | Yes (true) | false | 0.00000 | 0.01200 | false | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) | ||
| 0 | ||||||||||
| B | false | Yes (true) | false | false | Yes (true) | JP Morgan Chase Bank | false | Yes (true) | 2.6 | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | ||
| 0 | ||||||||||
| D | false | Yes (true) | false | false | false | 0 | false | Yes (true) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 3, Column B: | Amount over issue price is attributable to investment earnings. |
| Part II, Line 6, Columns A, C & D: | Amount shown is total sale proceeds deposited to escrow or otherwise used to repay refunded bonds. |
| Part IV, Column C: | no invested funds following issuance. Rebate letter received on July 9, 2014 |
| Part IV, Line 2c, Column A: | Rebate computed as of August 15, 2015. |
| Part IV, Line 2c, Column B: | REBATE COMPUTED AS OF MAY 15, 2015. |
| Part IV, Line 2c, Columns C & D: | Rebate computed as of July 1, 2015. |
| Part II, Line 6, Columns A, B, C & D (SET 2): | Amount shown is total sale proceeds deposited to escrow or otherwise used to repay refunded bonds. |
| Part IV, Line 2c, Columns A, B, & C (SET 2): | Rebate computed as of July 1, 2015. |
| Part II, Line 6, Column B (SET 3): | Amount shown is total sale proceeds deposited to escrow or otherwise used to repay refunded bonds. |
| Part II, Column A (SET 3): | Lines 3, 5, 10, and 12 include proceeds received at closing plus interest income and change in fair market value of the underlying assets, as recorded on the annual trust statements. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Higher Educational Facilities Authority | ||||||||
| A | 520936091 | 574218EA7 | 2011-11-17 | $20,477,518 | Current refund bonds issued 1998 | false | false | false |
| Higher Educational Facilities Authority | ||||||||
| B | 520936091 | 574218DV2 | 2011-11-17 | $15,007,204 | Advance refund bonds issued 2002 | false | false | false |
| Higher Educational Facilities Authority | ||||||||
| C | 520936091 | 574218DY6 | 2011-11-17 | $15,206,131 | Current refund bonds issued 2009 | false | false | false |
| Higher Educational Facilities Authority | ||||||||
| D | 520936091 | 2012-06-27 | $38,620,000 | Current refund bonds issued 1998 | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,440,000 | $0 | $20,477,518 | $0 | $0 | $20,235,000 | $242,518 | $0 | $0 | $0 | $0 | $0 | 1998 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $3,075,000 | $0 | $15,007,204 | $0 | $0 | $14,826,474 | $180,830 | $0 | $0 | $0 | $0 | $0 | 2003 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $695,000 | $0 | $15,206,131 | $0 | $0 | $15,003,891 | $202,240 | $0 | $0 | $0 | $0 | $0 | 2010 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $38,620,000 | $0 | $0 | $38,620,000 | $0 | $0 | $0 | $0 | $0 | $0 | 1998 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||||
| B | 0 | ||||||||||
| C | 0.00000 | false | false | false | false | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| D | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| B | false | Yes (true) | false | false | false | 0 | Yes (true) | Yes (true) | |
| 0 | |||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| D | false | Yes (true) | false | false | 0 | false | Yes (true) | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| Higher Educational Facilities Authority | ||||||||
| A | 520936091 | 574218NS8 | 2013-03-21 | $75,951,460 | Hospital capital expenditures | false | false | false |
| Higher Educational Facilities Authority | ||||||||
| B | 520936091 | 574218NU2 | 2013-03-21 | $52,709,030 | Current refund bonds issued 1998 | false | false | false |
| Higher Educational Facilities Authority | ||||||||
| C | 520936091 | 574218PJ6 | 2013-05-21 | $159,366,620 | Acquisition of So. Maryland Hosp. | false | false | false |
| Higher Educational Facilities Authority | ||||||||
| D | 520936091 | 574218VB6 | 2015-02-11 | $410,753,755 | Current ref 2004 bonds, adv ref 19 | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $76,051,608 | $0 | $1,961,376 | $0 | $934,175 | $0 | $0 | $25,701,437 | $0 | $47,454,620 | false | false | false | Yes (true) | |
| B | $0 | $0 | $52,709,030 | $0 | $0 | $52,089,134 | $619,896 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 1998 |
| C | $0 | $0 | $159,366,620 | $0 | $0 | $0 | $1,376,620 | $0 | $0 | $157,990,000 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2013 |
| D | $0 | $0 | $410,753,755 | $0 | $0 | $407,902,189 | $2,851,566 | $0 | $0 | $0 | $0 | $0 | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 2010 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) | |
| B | 0 | |||||||||||
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) | |
| D | false | Yes (true) | Yes (true) | false | 0.00700 | 0.00000 | 0.00700 | false | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | false | false | false | 0 | false | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CERASOLI STAFFORD MEDIA MANAGEMENT | |||
| SEE PART V | $14,515,966 | PROFESSIONAL SERVICES | false |
| CERNER CORPORATION | |||
| SEE PART V | $243,832 | MEDICAL SERVICES | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | SCHEDULE L, PART IV CERASOLI STAFFORD MEDIA MANAGEMENT IS A SUBSTANTIAL CONTRIBUTOR THAT ALSO PROVIDED PROFESSIONAL SERVICES TO MEDSTAR HEALTH, INC. CERNER CORPORATION IS A SUBSTANTIAL CONTRIBUTOR THAT ALSO PROVIDED MEDICAL SERVICES TO MEDSTAR HEALTH, INC. PER THE CONFLICT OF INTEREST POLICY, ALL TRANSACTIONS BETWEEN MEDSTAR HEALTH, INC. AND OUTSIDE VENDORS SHOULD BE AT ARMS-LENGTH FOR FAIR MARKETE VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS | PART VI, LINE 4 THE ARTICLES OF INCORPORATION WERE AMENDED IN ORDER TO LIST, BY NAME, ALL OF THE SUPPORTED ORGANIZATIONS OF THE INTEGRATED HEALTH CARE SYSTEM. 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 | 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. IN ADDITION, OFFICERS AND DIRECTORS OF MARYLAND HOSPITALS AND NURSING CENTERS ARE REQUIRED TO ANNUALLY DISCLOSE ADDITIONAL INFORMATION RELATING TO POTENTIAL CONFLICTS OF INTEREST AND SUCH DISCLOSURES ARE REPORTED TO THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). |
| 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 STATEMENT 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. |
| OTHER CHANGES IN NET ASSETS | PART XI, LINE 9 ADDITIONAL MINIMUM PENSION LIABILITY....................$ (62,439,651) EQUITY TRANSFERS - NET ASSETS...........................$ (60,914,640) TRNA - PLEDGE RECEIVABLE................................$ 256,006 ============ TOTAL $ (123,098,285) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PURCHASED PROFESSIONAL SERVICE TOTAL FEES:22237629 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:MISC FIXED PURCH SRVCS TOTAL FEES:2488933 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:12551331 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:COURIER SERVICES TOTAL FEES:68168 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:DESIGN SERVICES TOTAL FEES:58510 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:BILLING SERVICE EXPENSE TOTAL FEES:38071 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER MISCELLANEOUS SVCS TOTAL FEES:35556 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN |
|---|---|---|---|---|---|---|---|---|---|
| MEDSTAR SPORTSHEALTH LLC | |||||||||
| 5565 Sterrett Place | Columbia | MD | 21044 | Healthcare | MD | $0 | $0 | MEDSTHEALTH | |
| MEDSTAR LLC | |||||||||
| 5565 STERRET PLACE 5TH FLOOR | COLUMBIA | MD | 21044 | SUPPORT ORG | MD | $0 | $0 | MEDSTHEALTH | 453113462 |
| MEDSTAR SOUTHERN MD MANAGEMENT LLC | |||||||||
| 5565 STERRET PLACE 5TH FLOOR | Columbia | MD | 21044 | SUPPORT ORG | MD | $16,426,945 | $3,563,814 | MEDSTHEALTH | 462700536 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Church Home Corporation | ||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 237374724 | Medical Fund | MD | 501(C)(3) | PF | NA | Yes (true) |
| Franklin Square Hospital Center Inc | ||||||||||
| 9000 Franklin Square Drive | Baltimore | MD | 21237 | 520608007 | Hospital | MD | 501(C)(3) | 3 | NA | Yes (true) |
| Harbor Hospital Inc | ||||||||||
| 3001 South Hanover Street | Baltimore | MD | 21225 | 520491660 | Hospital | MD | 501(C)(3) | 3 | NA | Yes (true) |
| Montgomery General Hospital | ||||||||||
| 18101 Prince Philip Drive | Olney | MD | 20832 | 520646893 | Hospital | MD | 501(C)(3) | 3 | NA | Yes (true) |
| The Good Samaritan Hospital of Maryland | ||||||||||
| 5601 Loch Raven Blvd | Baltimore | MD | 21239 | 520591607 | Hospital | MD | 501(C)(3) | 3 | NA | Yes (true) |
| The Union Memorial Hospital | ||||||||||
| 201 East University Parkway | Baltimore | MD | 21218 | 520591685 | Hospital | MD | 501(C)(3) | 3 | NA | Yes (true) |
| Medstar Health Research Institute | ||||||||||
| 108 Irving Street NW | Washington | DC | 20010 | 526056274 | Hospital | DC | 501(C)(3) | 4 | NA | Yes (true) |
| The Medstar-Georgetown Medical Center I | ||||||||||
| Hopsital Admin 1 Main Bldg | Washington | DC | 20007 | 522218584 | Hospital | DC | 501(C)(3) | 3 | NA | Yes (true) |
| Washington Hospital Center Corporation | ||||||||||
| 110 Irving Street NW | Washington | DC | 20010 | 521272129 | Hospital | DC | 501(C)(3) | 3 | NA | Yes (true) |
| HH Medstar Health Inc | ||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521542230 | Medical Svcs | MD | 501(C)(3) | 11C III | NA | Yes (true) |
| MEDSTAR AMBULATORY SERVICES INC | ||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521132992 | ADMIN SVCS | MD | 501(C)(3) | 11a I | NA | Yes (true) |
| Bay Life Services Inc | ||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521496539 | Mental Health | MD | 501(C)(3) | 9 | NA | Yes (true) |
| MedStar Surgery Center Inc | ||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 521061679 | Medical Svcs | MD | 501(C)(3) | 9 | NA | Yes (true) |
| Church Home and Hospital of the City of | ||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 520591600 | Hospital | MD | 501(C)(3) | 11B II | NA | Yes (true) |
| Franklin Square Hospital Center Foundati | ||||||||||
| 9000 Franklin Square Drive | Baltimore | MD | 21237 | 522329546 | Foundation | MD | 501(C)(3) | 7 | NA | Yes (true) |
| Good Samaritan Hospital Foundation Inc | ||||||||||
| 5601 Loch Raven Blvd | Baltimore | MD | 21239 | 522307122 | Foundation | MD | 501(C)(3) | 11a I | NA | Yes (true) |
| Good Samaritan Nursing Center Inc | ||||||||||
| 5601 Loch Raven Blvd | Baltimore | MD | 21239 | 521672866 | Medical Svcs | MD | 501(C)(3) | 9 | NA | Yes (true) |
| GS Housing Inc | ||||||||||
| 5601 Loch Raven Blvd | Baltimore | MD | 21239 | 521481656 | Elder Housing | MD | 501(C)(3) | 9 | NA | Yes (true) |
| GS Properties Inc | ||||||||||
| 5601 Loch Raven Blvd | Baltimore | MD | 21239 | 521429853 | Admin Svcs | MD | 501(C)(3) | 11a I | NA | Yes (true) |
| Harbor Hospital Foundation Inc | ||||||||||
| 3001 South Hanover Street | Baltimore | MD | 21225 | 521284532 | Foundation | MD | 501(C)(3) | 11A I | NA | Yes (true) |
| Medstar Health Infusion Inc | ||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 521980510 | Medical Svcs | MD | 501(C)(3) | 9 | NA | Yes (true) |
| Medstar Health Visiting Nurses Associati | ||||||||||
| 4061 Powdermill Road | Calverton | MD | 20705 | 530196597 | Medical Svcs | MD | 501(C)(3) | 9 | NA | Yes (true) |
| Medstar VNA Healthcare | ||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 521458516 | Medical Svcs | MD | 501(C)(3) | 9 | NA | Yes (true) |
| MGH Community Health Inc | ||||||||||
| 18101 Prince Philip Drive | Olney | MD | 20832 | 521372467 | Medical Svcs | MD | 501(C)(3) | 9 | NA | Yes (true) |
| MGH Health Foundation Inc | ||||||||||
| 18101 Prince Philip Drive | Olney | MD | 20832 | 521129959 | Foundation | MD | 501(C)(3) | 7 | NA | Yes (true) |
| MGH Health Services Inc | ||||||||||
| 18101 Prince Philip Drive | Olney | MD | 20832 | 521366812 | Foundation | MD | 501(C)(3) | 11B II | NA | Yes (true) |
| MGH Women's Board | ||||||||||
| 18101 Prince Philip Drive | Olney | MD | 20832 | 526039600 | Foundation | MD | 501(C)(3) | 11B II | NA | Yes (true) |
| National Rehabilitation Hospital | ||||||||||
| 102 Irving Street NW | Washington | DC | 20010 | 521369749 | Hospital | DC | 501(C)(3) | 3 | NA | Yes (true) |
| Regional Rehab at Olney Inc | ||||||||||
| 18101 Prince Philip Drive | Olney | MD | 20832 | 522310902 | Medical Svcs | MD | 501(C)(3) | 3 | NA | Yes (true) |
| Suburban NRH Medical Rehabilitation I | ||||||||||
| 102 Irving Street NW | Washington | DC | 20010 | 521931151 | Medical Svcs | DC | 501(C)(3) | 3 | NA | Yes (true) |
| The Thomas O'Neil Catholic Health Care F | ||||||||||
| 5601 Loch Raven Blvd | Baltimore | MD | 21239 | 521104382 | Foundation | MD | 501(C)(3) | 11D III | NA | Yes (true) |
| VNA Inc | ||||||||||
| 4061 POWDERMILL ROAD SUITE 21 | CALVERTON | MD | 20705 | 521332411 | ADMIN SVCS | MD | 501(C)(3) | 11B II | NA | Yes (true) |
| WHC Foundation Inc | ||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 521791670 | Admin Svcs | MD | 501(C)(3) | 7 | NA | Yes (true) |
| Woodbourne Woods Inc | ||||||||||
| 110 Irving Street NW | Washington | DC | 20010 | 522299070 | Foundation | DC | 501(C)(3) | 9 | NA | Yes (true) |
| Hospice of St Mary's Inc | ||||||||||
| 5601 Loch Raven Blvd | Baltimore | MD | 21239 | 522153926 | Elder Housing | MD | 501(C)(3) | 11A I | NA | Yes (true) |
| St Mary's Hospital of St Mary's County | ||||||||||
| 25500 Point Lookout Road | Leonardtown | MD | 20650 | 520619006 | Hospital | MD | 501(C)(3) | 3 | NA | Yes (true) |
| St Mary's Hospital Foundation Inc | ||||||||||
| PO Box 527 | Leonardtown | MD | 20650 | 521051368 | Support Org | MD | 501(C)(3) | 11A I | NA | Yes (true) |
| MEDSTAR SOUTHERN MD HOSPITAL CENTER INC | ||||||||||
| 7503 SURRATTS ROAD | CLINTON | MD | 20735 | 460726303 | HOSPITAL | MD | 501(C)(3) | 3 | NA | Yes (true) |
| MEDSTAR HEALTH INC AND AFFILIATES MASTER | ||||||||||
| 5565 STERRETT PLACE | COLUMBIA | MD | 21044 | 467454613 | RETIREMENT TR | MD | 501(a) | N/A | NA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIAN IMAGING OF WASHINGTON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 BELCREST ROAD SUITE G 50 | AddressLine1Txt |
| City | Hyattsville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562616090 | EIN |
| Primary Activities | LAB SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | MD | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MedStar Pharmacies Inc | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521513056 | Drug Sales | MD | NA | C Corp | |||||
| ExtenCare Inc | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521556228 | Medical ServiCES | MD | NA | C Corp | |||||
| Helix Resources Management Inc | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521913070 | Admin ServiceS | MD | NA | C Corp | |||||
| HelixCare Medical Group LLC | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521955580 | Medical ServiCES | MD | NA | C Corp | |||||
| HelixCare Properties LLC | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521966695 | Medical ServiCES | MD | NA | C Corp | |||||
| Parkway Ventures Inc | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521893569 | Holding CompaNY | MD | NA | C Corp | |||||
| Physicians Administrative Services Inc | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 237042074 | Billing Services | MD | NA | C Corp | |||||
| MedStar Family Choice Inc | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 521995521 | Managed Care | MD | NA | C Corp | |||||
| Medstar Enterprises Inc | |||||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 522139841 | Admin Services | MD | NA | C Corp | |||||
| SiTeL Inc | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 900753340 | EDUCATIONAL SVCS | MD | NA | C Corp | |||||
| Star Billing Inc | |||||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 521850113 | Billing Services | MD | NA | C Corp | |||||
| Washington Risk Network Management Inc | |||||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 522132677 | Medical Services | MD | NA | C Corp | |||||
| Washington Hospital Center Physician Hos | |||||||||||||
| 100 Irving Street NW | Washington | DC | 20010 | 521931000 | Medical Services | MD | NA | C Corp | |||||
| Medstar Physician Partners Inc | |||||||||||||
| 4061 Powdermill Road Suite 210 | Calverton | MD | 20705 | 522030809 | Medical Services | MD | NA | C Corp | |||||
| Franklin Square Drive Land Condo Associa | |||||||||||||
| 5565 Sterrett Place 5th Floor | Columbia | MD | 21044 | 760756352 | CONDO OWNER ASSOC | MD | NA | C Corp | |||||
| MGH Diversified Services Inc | |||||||||||||
| 18101 Prince Philip Drive | Olney | MD | 20832 | 521943602 | MEDICAL SERVICES | MD | NA | C Corp | |||||
| St Mary's Health Alliance Inc | |||||||||||||
| 25500 Point Lookout Road | Leonardtown | MD | 20650 | 521930331 | MEDICAL SERVICES | MD | NA | C Corp | |||||
| Greenspring Financial Insurance Limited | |||||||||||||
| 980188617 | Insurance | NA | C Corp | 23 LIME TREE BAY AVENUE PO BOX 1051 | KY1-1102 | GRAND CAYMAN | CJ | CJ | |||||
| ST MARY'S CONDO ASSOCIATION | |||||||||||||
| 25500 POINT LOOKOUT ROAD | LEONARDTOWN | MD | 20650 | 273377216 | CONDOMINIUMS | MD | NA | C CORP | |||||
| MEDSTAR HEALTH MASTER RETIREMENT TRUST | |||||||||||||
| 5565 STERRETT PLACE | COLUMBIA | MD | 21044 | 999999999 | INVESTMENTS | NA | C CORP | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (21 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FRANKLIN SQUARE HOSPITAL CENTER INC | ||
| Q | $4,259,044 | FMV |
| FRANKLIN SQUARE HOSPITAL FOUNDATION INC | ||
| Q | $144,339 | FMV |
| THE MEDSTAR-GEORGETOWN MEDICAL CENTER | ||
| Q | $9,755,936 | FMV |
| THE MEDSTAR-GEORGETOWN MEDICAL CENTER | ||
| P | $857,462 | FMV |
| THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC | ||
| Q | $2,740,764 | FMV |
| GOOD SAMARITAN HOSPITAL FOUNDATION | ||
| P | $65,531 | FMV |
| GOOD SAMARITAN NURSING CENTER | ||
| P | $74,525 | FMV |
| HARBOR HOSPITAL INC | ||
| Q | $1,670,449 | FMV |
| HH MEDSTAR HEALTH INC | ||
| Q | $13,849,447 | FMV |
| HH MEDSTAR HEALTH INC | ||
| P | $23,219,064 | FMV |
| MEDSTAR AMBULATORY SERVICES INC | ||
| Q | $889,314 | FMV |
| MEDSTAR FAMILY CHOICE INC | ||
| Q | $293,324 | FMV |
| MEDSTAR HEALTH VISITING NURSES ASSOCIATION | ||
| Q | $300,197 | FMV |
| MEDSTAR PHARMACIES INC | ||
| Q | $66,586 | FMV |
| MEDSTAR HEALTH RESEARCH INSTITUTE | ||
| Q | $825,061 | FMV |
| MONTGOMERY GENERAL HOSPITAL | ||
| Q | $1,491,343 | FMV |
| PARKAY VENTURES INC | ||
| Q | $585,264 | FMV |
| MedStar Southern Maryland Hospital Center | ||
| Q | $1,056,265 | FMV |
| ST Mary's Hospital of St Mary's County | ||
| Q | $820,208 | FMV |
| The Union Memorial Hospital | ||
| Q | $5,805,197 | FMV |
| Washington Hospital Center Corporation | ||
| Q | $6,477,817 | FMV |