MARY WASHINGTON HEALTHCARE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARY WASHINGTON HEALTHCARE (EIN 54-1240646)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-27
- IRS object ID
- 201523009349300722
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-27T09:58:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 JACKSON STREET SUITE 210 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541240646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY WASHINGTON HEALTHCARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 5407412513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 FALL HILL AVENUE NO 418 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN T BARDEN | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 5407412513 | PhoneNum |
| Signature | 2015-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH L WAMPLER | PreparerPersonNm |
| PTIN | P00436324 | PTIN |
| Phone | 5403713566 | PhoneNum |
| Preparation | 2015-10-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL P MCDERMOTT MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 FALL HILL AVENUE NO 418 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $139,926,542 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.MARYWASHINGTONHEALTHCARE.COM/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSIONS IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE. THROUGH OUR SUBSIDIARIES WE PROVIDE INPATIENT AND OUTPATIENT HOSPITAL SERVICES AND OTHER MEDICAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 586 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $939,845 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$102,526 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $94,191 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $67,389,382 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,665,417 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,979,149 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,665,073 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $70,371,453 | PYTotalRevenueAmt |
| CY Total Revenue | $75,424,681 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $340,636 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $269,993 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,520,590 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,979,447 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $605,758 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,695,125 | PYOtherExpensesAmt |
| CY Other Expenses | $36,308,422 | CYOtherExpensesAmt |
| PY Total Expenses | $79,556,351 | PYTotalExpensesAmt |
| CY Total Expenses | $81,557,862 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,184,898 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,133,181 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $343,344,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $360,096,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $102,155,557 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $139,822,587 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $241,189,292 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $220,274,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERVE. THROUGH OUR SUBSIDIARIES WE PROVIDE INPATIENT AND OUTPATIENT HOSPITAL SERVICES AND OTHER MEDICAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $79,960,800 | ExpenseAmt |
| Grant | $269,993 | GrantAmt |
| Revenue | $69,710,678 | RevenueAmt |
| Desc | AS THE PARENT CORPORATION OF THE MWHC AFFILIATED GROUP, MWHC PROVIDES STRATEGIC DIRECTION, MANAGEMENT AND CORPORATE SUPPORT SERVICES TO MEMBERS OF THE AFFILIATED GROUP. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AS THE PARENT CORPORATION OF THE MWHC AFFILIATED GROUP, MWHC PROVIDES STRATEGIC DIRECTION, MANAGEMENT AND CORPORATE SUPPORT SERVICES TO MEMBERS OF THE AFFILIATED GROUP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $79,960,800 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 94 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 586 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM YASCKO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5407412513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 FALL HILL AVENUE NO 418 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| FRED M RANKIN III | |||||||||
| PRESIDENT | 40.00 | 4.00 | Yes (X) | Yes (X) | $755,203 | $0 | $30,808 | ||
| KENNETH N JOSOVITZ MD | |||||||||
| TRUSTEE | 2.00 | 3.00 | Yes (X) | $0 | $23,917 | $0 | |||
| DAVID M GARTH MD | |||||||||
| TRUSTEE | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN F FICK III | |||||||||
| CHAIRMAN | 8.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALDA L WHITE | |||||||||
| VICE CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONALD H NEWLIN | |||||||||
| SECRETARY/TREAS | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BOLDON | |||||||||
| TRUSTEE | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN C ERKERT | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KURT R LARSON MD | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL P MCDERMOTT MD | |||||||||
| CEO-ELECT (OCT 2014) | 40.00 | 4.00 | Yes (X) | Yes (X) | $125,193 | $0 | $320 | ||
| JOHN C MCKEOWN | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED M MESSING | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CLARENCE A ROBINSON | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND L SLAUGHTER | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN D WALLACE | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY A FRAZIER MD | |||||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| JACK F ROWLEY | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SEAN T BARDEN | |||||||||
| EXECUTIVE VP | 40.00 | 4.00 | Yes (X) | $393,659 | $0 | $37,188 | |||
| XAVIER R RICHARDSON | |||||||||
| EXECUTIVE VP | 40.00 | 2.00 | Yes (X) | $253,076 | $0 | $25,625 | |||
| KATHRYN S WALL | |||||||||
| EXECUTIVE VP | 40.00 | 2.00 | Yes (X) | $259,884 | $0 | $19,461 | |||
| MARIANNA BEDWAY | |||||||||
| SENIOR VP | 2.00 | 40.00 | Yes (X) | $254,407 | $0 | $25,090 | |||
| ERIC FLETCHER | |||||||||
| SENIOR VP | 40.00 | 2.00 | Yes (X) | $229,636 | $0 | $26,304 | |||
| WINIFRED J HAIKEY | |||||||||
| SENIOR VP (THRU 10/14) | 40.00 | 2.00 | Yes (X) | $237,603 | $0 | $23,083 | |||
| JOYCE HANSCOME | |||||||||
| SENIOR VP | 40.00 | 2.00 | Yes (X) | $243,567 | $0 | $25,927 | |||
| JAMES K VAN RENAN | |||||||||
| SENIOR VP (THRU 10/14) | 2.00 | 40.00 | Yes (X) | $0 | $309,275 | $32,331 | |||
| CATHLEEN A YABLONSKI | |||||||||
| SENIOR VP | 2.00 | 40.00 | Yes (X) | $0 | $228,348 | $23,674 | |||
| REBECCA BIGONEY MD | |||||||||
| EXECUTIVE VP | 2.00 | 40.00 | Yes (X) | $365,663 | $0 | $26,813 | |||
| KATHLEEN BOURGAULT | |||||||||
| VICE PRESIDENT | 40.00 | 2.00 | Yes (X) | $196,370 | $0 | $24,405 | |||
| EILEEN L DOHMANN RN | |||||||||
| VICE PRESIDENT | 2.00 | 40.00 | Yes (X) | $214,292 | $0 | $9,849 | |||
| ALAN EDWARDS | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $195,852 | $0 | $24,088 | |||
| MARIE FREDRICK | |||||||||
| VICE PRESIDENT | 40.00 | 2.00 | Yes (X) | $220,985 | $0 | $25,277 | |||
| RAVI MATHUR | |||||||||
| VICE PRESIDENT (THRU 10/14) | 40.00 | 2.00 | Yes (X) | $215,883 | $0 | $18,580 | |||
| JAMES SWISHER | |||||||||
| VICE PRESIDENT (THRU 10/14) | 40.00 | 2.00 | Yes (X) | $194,563 | $0 | $12,176 | |||
| TINA M ERVIN | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $186,112 | $0 | $23,296 | |||
| SANDRA W BROWN | |||||||||
| VP FINANCE, CONTROLLER | 40.00 | 0.00 | Yes (X) | $148,905 | $0 | $30,403 | |||
| TRAVIS TURNER | |||||||||
| VP CLINICAL INTEGRATION | 40.00 | 0.00 | Yes (X) | $0 | $200,816 | $29,530 | |||
| STEPHEN MANDELL | |||||||||
| VICE PRESIDENT | 0.00 | 40.00 | Yes (X) | $0 | $262,114 | $28,254 | |||
| DAVID LING MD | |||||||||
| EXECUTIVE DIRECTOR (THRU 10/14) | 40.00 | 2.00 | $204,613 | $0 | $33,995 | Yes (X) | |||
| PHILLIP BORDERS | |||||||||
| CHIEF AUDIT EXECUTIVE | 40.00 | 0.00 | $176,997 | $0 | $24,503 | Yes (X) | |||
| PHILIP A BROWN | |||||||||
| DIRECTOR OF PLANNING | 40.00 | 0.00 | $150,898 | $0 | $17,795 | Yes (X) | |||
| ROBERT K LIVELY | |||||||||
| DIR CLERICAL OFFICE (THRU 10/14) | 40.00 | 0.00 | $121,428 | $0 | $16,731 | Yes (X) | |||
| MADHULIKA LALL | |||||||||
| MED DIR RESOURCE UTILIZATION | 40.00 | 0.00 | $201,642 | $0 | $19,323 | Yes (X) | |||
| WALTER J KIWALL | |||||||||
| EXECUTIVE VP | 40.00 | 4.00 | $863,245 | $0 | $2,015 | Yes (X) | |||
| MARK SCHWARTZ | |||||||||
| MGR PHYSICIAN RELATIONS (FORMER) | 40.00 | 0.00 | $302,751 | $0 | $117 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,712,427 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,024,470 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $636,961 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CROSS COUNTRY STAFFING | |||||
| PO BOX 404674 | ATLANTA | GA | 303844674 | STAFFING | $3,075,850 |
| HURON HEALTHCARE | |||||
| 3005 MOMENTUM PL | CHICAGO | IL | 606895330 | CONSULTING | $2,117,171 |
| KAUFMAN HALL & ASSOCIATES | |||||
| 5202 OLD ORCHARD RD SUITE N700 | SKOKIE | IL | 60077 | CONSULTING | $1,582,177 |
| PROFESSIONAL BUILDING MANAGEMENT | |||||
| 56 WELLS LANE | FREDERICKSBURG | VA | 22405 | BUILDING MAINTENANCE | $1,193,439 |
| HANCOCK DANIEL JOHNSON & NAGEL PC | |||||
| PO BOX 72050 | RICHMOND | VA | 232552050 | LEGAL SERVICES | $1,069,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 51 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $94,191 | FederatedCampaignsAmt |
| Total Contributions | $94,191 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT SERVICES REVENUE | 561000 | $65,040,544 | $64,100,699 | $939,845 |
| AFFILIATE CAPTIVE INSURANCE | 561000 | $3,788,613 | $3,788,613 | |
| OTHER OPERATING INCOME | 561000 | $1,679,743 | $1,679,743 | |
| ASSOC ASSIST PROGRAM | 561000 | $96,827 | $96,827 | |
| PERSONNEL SERVICES | 561000 | $59,690 | $59,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,665,417 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,389,454 | TotalRevenueColumnAmt |
| Exclusion | $2,389,454 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,739,730 | SecuritiesAmt |
| Other | $37,750 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,449,217 | SecuritiesAmt |
| Other | $52,644 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,290,513 | SecuritiesAmt |
| Other | -$14,894 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,275,619 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$14,894 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,290,513 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,424,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,710,678 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $939,845 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,679,967 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,993 | TotalAmt |
| Program Services | $269,993 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,121,270 | TotalAmt |
| Program Services | $6,001,005 | ProgramServicesAmt |
| Management And General | $74,649 | ManagementAndGeneralAmt |
| Fundraising | $45,616 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,288,573 | TotalAmt |
| Program Services | $30,673,847 | ProgramServicesAmt |
| Management And General | $381,564 | ManagementAndGeneralAmt |
| Fundraising | $233,162 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,111 | TotalAmt |
| Program Services | $567,733 | ProgramServicesAmt |
| Management And General | $7,062 | ManagementAndGeneralAmt |
| Fundraising | $4,316 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,361,625 | TotalAmt |
| Program Services | $4,275,932 | ProgramServicesAmt |
| Management And General | $53,190 | ManagementAndGeneralAmt |
| Fundraising | $32,503 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,628,868 | TotalAmt |
| Program Services | $2,577,219 | ProgramServicesAmt |
| Management And General | $32,059 | ManagementAndGeneralAmt |
| Fundraising | $19,590 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $860,294 | TotalAmt |
| Program Services | $843,392 | ProgramServicesAmt |
| Management And General | $10,491 | ManagementAndGeneralAmt |
| Fundraising | $6,411 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $865,437 | TotalAmt |
| Program Services | $848,434 | ProgramServicesAmt |
| Management And General | $10,554 | ManagementAndGeneralAmt |
| Fundraising | $6,449 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,109 | TotalAmt |
| Program Services | $319,702 | ProgramServicesAmt |
| Management And General | $3,977 | ManagementAndGeneralAmt |
| Fundraising | $2,430 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,734 | TotalAmt |
| Program Services | $15,425 | ProgramServicesAmt |
| Management And General | $192 | ManagementAndGeneralAmt |
| Fundraising | $117 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,129 | TotalAmt |
| Program Services | $478,538 | ProgramServicesAmt |
| Management And General | $5,953 | ManagementAndGeneralAmt |
| Fundraising | $3,638 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,710,329 | TotalAmt |
| Program Services | $5,598,139 | ProgramServicesAmt |
| Management And General | $69,637 | ManagementAndGeneralAmt |
| Fundraising | $42,553 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,213,093 | TotalAmt |
| Program Services | $2,169,612 | ProgramServicesAmt |
| Management And General | $26,989 | ManagementAndGeneralAmt |
| Fundraising | $16,492 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,486 | TotalAmt |
| Program Services | $3,213,093 | ProgramServicesAmt |
| Management And General | $39,969 | ManagementAndGeneralAmt |
| Fundraising | $24,424 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,681,801 | TotalAmt |
| Program Services | $7,530,876 | ProgramServicesAmt |
| Management And General | $93,680 | ManagementAndGeneralAmt |
| Fundraising | $57,245 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,281,014 | TotalAmt |
| Program Services | $4,196,905 | ProgramServicesAmt |
| Management And General | $52,207 | ManagementAndGeneralAmt |
| Fundraising | $31,902 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,758 | TotalAmt |
| Program Services | $378,179 | ProgramServicesAmt |
| Management And General | $4,704 | ManagementAndGeneralAmt |
| Fundraising | $2,875 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,481 | TotalAmt |
| Program Services | $33,804 | ProgramServicesAmt |
| Management And General | $420 | ManagementAndGeneralAmt |
| Fundraising | $257 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,742,197 | TotalAmt |
| Program Services | $6,609,733 | ProgramServicesAmt |
| Management And General | $82,221 | ManagementAndGeneralAmt |
| Fundraising | $50,243 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,385,836 | TotalAmt |
| Program Services | $2,338,962 | ProgramServicesAmt |
| Management And General | $29,095 | ManagementAndGeneralAmt |
| Fundraising | $17,779 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL EXPENSES | $822,820 | $806,654 | $10,034 | $6,132 |
| REPAIRS & MAINTENANCE | $215,252 | $211,023 | $2,625 | $1,604 |
| LICENSE & PERMITS | $2,652 | $2,600 | $32 | $20 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,557,862 | TotalAmt |
| Program Services | $79,960,800 | ProgramServicesAmt |
| Management And General | $991,304 | ManagementAndGeneralAmt |
| Fundraising | $605,758 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,604,055 | BOYAmt |
| EOY | $35,939,818 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,445,439 | BOYAmt |
| EOY | $480,527 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,101,972 | BOYAmt |
| EOY | $10,673,682 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,586 | BOYAmt |
| EOY | $56,556 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,633,585 | BOYAmt |
| EOY | $4,196,385 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,066,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,529,375 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,104,108 | BOYAmt |
| EOY | $22,536,666 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,088,409 | BOYAmt |
| EOY | $122,765,265 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,368,971 | BOYAmt |
| EOY | $162,705,753 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,724 | BOYAmt |
| EOY | $742,192 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,344,849 | BOYAmt |
| EOY | $360,096,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,672,282 | BOYAmt |
| EOY | $39,552,289 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,405,000 | BOYAmt |
| EOY | $30,405,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,078,275 | BOYAmt |
| EOY | $69,865,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,155,557 | BOYAmt |
| EOY | $139,822,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,643,386 | BOYAmt |
| EOY | $204,003,352 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,287,696 | BOYAmt |
| EOY | $15,012,695 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,258,210 | BOYAmt |
| EOY | $1,258,210 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,189,292 | BOYAmt |
| EOY | $220,274,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,344,849 | BOYAmt |
| EOY | $360,096,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,133,181 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $246,047 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$15,027,901 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| MARY WASHINGTON HOSPITAL INC | ||||
| 540519577 | 501(C)(3) | Yes (1) | $0 | $0 |
| STAFFORD HOSPITAL LLC | ||||
| 134316364 | 501(C)(3) | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 1 | FormAndLineReferenceDesc |
| Explanation | SUPPORTED ORGANIZATION, MARY WASHINGTON HOSPITAL, INC. IS LISTED BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS. SUPPORTED ORGANIZATION, STAFFORD HOSPITAL, LLC, IS CLASSIFIED AS 501(C)(3) AND IS DESIGNATED BY ITS PURPOSE ALIGNED WITH THAT OF MARY WASHINGTON HEALTHCARE TO ESTABLISH, MAINTAIN AND OPERATE, DIRECTLY OR INDIRECTLY, FACILITIES AND SERVICES PROVIDING HEALTH CARE FOR SICK, INJURED, DISABLED OR AGED PERSONS AND PROVIDING FOR THE PRESERVATION OF HEALTH AS THE BOARD OF TRUSTEES MAY DETERMINE FROM TIME TO TIME TO BE APPROPRIATE, INCLUDING, WITHOUT LIMITATION, HOSPITALS, AMBULATORY CARE SERVICES, NURSING CARE FACILITIES AND AGENCIES OR FACILITIES PROVIDING CARE FOR THE PERSONS IN THEIR HOMES . STAFFORD HOSPITAL, LLC IS ORGANIZED EXCLUSIVELY FOR OTHER CHARITABLE, SCIENTIFIC, EDUCATIONAL AND SCIENTIFIC PURPOSES. MORE SPECIFICALLY DEFINED AS FOLLOWS: TO ESTABLISH, OWN, MANAGE, MAINTAIN AND OPERATE ACUTE CARE HOSPITALS AND OTHER HEALTHCARE INSTITUTIONS AND SERVICES; TO PROMOTE HEALTH THROUGH PARTICIPATION IN INTEGRATED PATIENT CARE MANAGEMENT SYSTEMS THAT OFFER ACCESS TO A COMPLETE SPECTRUM OF HEALTH SERVICES, FROM PREVENTION AND TREATMENT TO EMERGENT, ACUTE, CHRONIC AND LONG-TERM CARE; TO CARRY ON MEDICAL AND SCIENTIFIC RESEARCH RELATED TO THE CARE OF THE SICK AND INJURED; TO CARRY ON EDUCATIONAL OR TRAINING ACTIVITIES RELATED TO THE CARE AND PREVENTION OF SICKNESS, INJURY AND DISEASE OR THE PROMOTION OF HEALTH; TO PARTICIPATE, AS CIRCUMSTANCES MAY WARRANT, IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY; TO ENGAGE IN ANY OTHER LAWFUL ACTIVITY CONSISTENT WITH AND AS LIMITED BY SECTION 501(C)(3) OF THE CODE; AND TO CONDUCT ANY OR ALL LAWFUL AFFAIRS THAT DO NOT CONFLICT WITH THE ABOVE PURPOSES BUT ARE OTHERWISE CONFERRED UPON LIMITED LIABILITY COMPANIES BY THE VIRGINIA LIMITED LIABILITY COMPANY ACT OR ITS SUCCESSOR. | ExplanationTxt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $15,734 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Total Lobbying Expenditures | $15,734 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | PART II-B LOBBYING EXPENDITURES INCLUDE BOTH DIRECT AND INDIRECT EXPENDITURES. MWHC HAS A COST CODE SPECIFICALLY FOR LOBBYING EXPENDITURES. ALL AMOUNTS FROM THAT COST CODE ARE INCLUDED IN THIS SECTION. IN ADDITION, AN ALLOCABLE SHARE OF SALARIES OF THE ORGANIZATION'S ASSOCIATES ENGAGED IN THE ACTIVITY ARE ALSO INCLUDED. | ExplanationTxt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,337 | DepreciationAmt |
| Book Value | $22,432 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $760,433 | OtherCostOrOtherBasisAmt |
| Depreciation | $494,845 | DepreciationAmt |
| Book Value | $265,588 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,233,491 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,996,925 | DepreciationAmt |
| Book Value | $22,236,566 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,348 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,268 | DepreciationAmt |
| Book Value | $12,080 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,536,666 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (23 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVEST-VHA, INC. | $200,000 | C |
| INVEST IN SUB-MWH | $19,591,092 | C |
| INVEST IN SUB-SRS | $370,854 | C |
| INVEST IN SUB-SHC | -$10,722,534 | C |
| INVEST IN SUB-MPI | $73,971,650 | C |
| INVEST IN SUB-TMMP | $5,243,604 | C |
| INVEST IN SUB-HSP | $150,734 | C |
| INVEST IN SUB-SSI | $2,513 | C |
| INVEST IN SUB-FASC | $1,404,830 | C |
| INVEST IN SUB-MWEC | -$1,340,593 | C |
| INVEST IN SUB-QTM | $2,557,753 | C |
| INVEST IN SUB-FDN | $56,102,975 | C |
| INVEST IN SUB-SHCF | $5,588,377 | C |
| INVEST IN SUB-MSI | -$5,292,977 | C |
| INVEST IN SUB-MIF | $1,513,031 | C |
| INVEST IN SUB-MDR LLC | -$99,771 | C |
| INVEST IN SUB-PHYS EDGE | -$1,238,097 | C |
| INVEST IN SUB-REX | $12,102,997 | C |
| INVEST IN SUB-PIC-MSI | -$3,496 | C |
| INVEST IN VA ALLIANCE, LLC | $5,000 | C |
| INVEST IN CNTRL ATLANTIC HLTH | $25,000 | C |
| INVEST IN SUB - MWHA | $2,641,249 | C |
| INVEST IN SUB-HIE | -$68,438 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $162,705,753 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IBNR | $4,688,365 |
| LOSS RESERVE ON EXCESS PROGRAM | $774,942 |
| PENSION LIABILITY | $64,401,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $69,865,298 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MWHC WAS RECOGNIZED AS A PUBLIC CHARITY GENERALLY EXEMPT FROM FEDERAL INCOME TAXATION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE PURSUANT TO A DETERMINATION LETTER ISSUED BY THE IRS IN MARCH 1992. MWHC IS ENTITLED TO RELY ON THIS DETERMINATION AS LONG AS THERE ARE NO SUBSTANTIAL CHANGES IN ITS CHARACTER, PURPOSES, OR METHODS OF OPERATION. MANAGEMENT HAS CONCLUDED THAT THERE HAVE BEEN NO SUCH CHANGES, AND THEREFORE MWHC'S STATUS AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAXATION REMAINS IN EFFECT. THE STATE IN WHICH MWHC OPERATES ALSO PROVIDES GENERAL EXEMPTION FROM STATE INCOME TAXATION FOR ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXATION. HOWEVER, MWHC IS SUBJECT TO BOTH FEDERAL AND STATE INCOME TAXATION AT CORPORATE TAX RATES ON ITS UNRELATED BUSINESS INCOME. EXEMPTION FROM OTHER STATE TAXES, SUCH AS REAL AND PERSONAL PROPERTY TAXES, IS SEPARATELY DETERMINED. CERTAIN ENTITIES UNDER MWHC ARE TAXABLE ENTITIES. MWHC HAD NO UNRECOGNIZED TAX BENEFIT OR LIABILITIES OR SUCH AMOUNTS WERE IMMATERIAL DURING THE PERIODS PRESENTED. FOR TAX PERIODS WITH RESPECT TO WHICH NO UNRELATED BUSINESS INCOME WAS RECOGNIZED, NO TAX RETURN WAS REQUIRED. TAX PERIODS FOR WHICH NO RETURN IS FILED REMAIN OPEN FOR EXAMINATION INDEFINITELY. ALL REQUIRED TAX FILINGS HAVE BEEN FILED ON A TIMELY BASIS. YEARS ENDING ON OR AFTER DECEMBER 31, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS ST 4TH FLR | ATLANTA | GA | 30303 | 131788491 | 501(C)(3) | $13,500 | CANCER RESEARCH |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | 135613797 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| CHILDREN'S HOME SOCIETY | |||||||
| 4701 MARKET STREET SUITE F | FREDERICKSBURG | VA | 22408 | 540505884 | 501(C)(3) | $10,500 | GENERAL SUPPORT |
| FREDERICKSBURG REGIONAL ALLIANCE INC | |||||||
| 1125 JEFFERSON DAVIS HIGHWAY 240 | FREDERICKSBURG | VA | 22401 | 541961653 | 501(C)(3) | $75,000 | COMPREHENSIVE HEALTH INVESTMENT PLAN SUPPORT |
| MARCH OF DIMES | |||||||
| PO BOX 932852 | ATLANTA | GA | 31193 | 131846366 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| MARINE CORPS MARATHON | |||||||
| PO BOX 188 3399 RUSSEL RD | QUANTICO | VA | 22134 | 541468675 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| RAPPAHANNOCK AREA YMCA INC | |||||||
| 212 BUTLER ROAD | FREDERICKSBURG | VA | 22405 | 540965826 | 501(C)(3) | $7,500 | FITNESS PROGRAMS |
| RAPPAHANNOCK POPS ORCHESTRA INC | |||||||
| PO BOX 1972 | SPOTSYLVANIA | VA | 22553 | 912154808 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| RAPPAHANNOCK UNITED WAY | |||||||
| 3310 SHANNON PARK DRIVE | FREDERICKSBURG | VA | 22408 | 546042936 | 501(C)(3) | $5,160 | ENRICHMENT |
| RX PARTNERSHIP | |||||||
| 2924 EMERYWOOD PARKWAY SUITE 300 | RICHMOND | VA | 23294 | 571186937 | 501(C)(3) | $6,000 | GENERAL SUPPORT |
| VIRGINIA HEALTHCARE FOUNDATION | |||||||
| 707 EAST MAIN STREET SUITE 13 | RICHMOND | VA | 23219 | 541639924 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRED M RANKIN III | ||||||||||||||
| PRESIDENT | $599,083 | $0 | $0 | $0 | $156,120 | $0 | $7,800 | $0 | $23,008 | $0 | $786,011 | $0 | $0 | $0 |
| SEAN T BARDEN | ||||||||||||||
| EXECUTIVE VP | $341,720 | $0 | $0 | $0 | $51,939 | $0 | $7,800 | $0 | $29,388 | $0 | $430,847 | $0 | $0 | $0 |
| XAVIER R RICHARDSON | ||||||||||||||
| EXECUTIVE VP | $215,602 | $0 | $0 | $0 | $37,474 | $0 | $6,943 | $0 | $18,682 | $0 | $278,701 | $0 | $0 | $0 |
| KATHRYN S WALL | ||||||||||||||
| EXECUTIVE VP | $230,734 | $0 | $0 | $0 | $29,150 | $0 | $7,397 | $0 | $12,064 | $0 | $279,345 | $0 | $0 | $0 |
| MARIANNA BEDWAY | ||||||||||||||
| SENIOR VP | $226,824 | $0 | $0 | $0 | $27,583 | $0 | $7,156 | $0 | $17,934 | $0 | $279,497 | $0 | $0 | $0 |
| ERIC FLETCHER | ||||||||||||||
| SENIOR VP | $207,962 | $0 | $0 | $0 | $21,674 | $0 | $2,189 | $0 | $24,115 | $0 | $255,940 | $0 | $0 | $0 |
| WINIFRED J HAIKEY | ||||||||||||||
| SENIOR VP (THRU 10/14) | $181,500 | $0 | $0 | $0 | $56,103 | $0 | $5,814 | $0 | $17,269 | $0 | $260,686 | $0 | $0 | $0 |
| JOYCE HANSCOME | ||||||||||||||
| SENIOR VP | $219,877 | $0 | $0 | $0 | $23,690 | $0 | $6,986 | $0 | $18,941 | $0 | $269,494 | $0 | $0 | $0 |
| JAMES K VAN RENAN | ||||||||||||||
| SENIOR VP (THRU 10/14) | $0 | $283,317 | $0 | $0 | $0 | $25,958 | $0 | $7,800 | $0 | $24,531 | $0 | $341,606 | $0 | $0 |
| CATHLEEN A YABLONSKI | ||||||||||||||
| SENIOR VP | $0 | $209,731 | $0 | $0 | $0 | $18,617 | $0 | $2,212 | $0 | $21,462 | $0 | $252,022 | $0 | $0 |
| REBECCA BIGONEY MD | ||||||||||||||
| EXECUTIVE VP | $330,000 | $0 | $0 | $0 | $35,663 | $0 | $7,800 | $0 | $19,013 | $0 | $392,476 | $0 | $0 | $0 |
| KATHLEEN BOURGAULT | ||||||||||||||
| VICE PRESIDENT | $179,358 | $0 | $0 | $0 | $17,012 | $0 | $5,645 | $0 | $18,760 | $0 | $220,775 | $0 | $0 | $0 |
| EILEEN L DOHMANN RN | ||||||||||||||
| VICE PRESIDENT | $194,081 | $0 | $0 | $0 | $20,211 | $0 | $6,085 | $0 | $3,764 | $0 | $224,141 | $0 | $0 | $0 |
| ALAN EDWARDS | ||||||||||||||
| VICE PRESIDENT | $159,290 | $0 | $0 | $0 | $36,562 | $0 | $0 | $0 | $24,088 | $0 | $219,940 | $0 | $0 | $0 |
| MARIE FREDRICK | ||||||||||||||
| VICE PRESIDENT | $199,805 | $0 | $0 | $0 | $21,180 | $0 | $6,349 | $0 | $18,928 | $0 | $246,262 | $0 | $0 | $0 |
| RAVI MATHUR | ||||||||||||||
| VICE PRESIDENT (THRU 10/14) | $173,030 | $0 | $25,000 | $0 | $17,853 | $0 | $4,345 | $0 | $14,235 | $0 | $234,463 | $0 | $0 | $0 |
| JAMES SWISHER | ||||||||||||||
| VICE PRESIDENT (THRU 10/14) | $177,843 | $0 | $0 | $0 | $16,720 | $0 | $4,287 | $0 | $7,889 | $0 | $206,739 | $0 | $0 | $0 |
| TINA M ERVIN | ||||||||||||||
| VICE PRESIDENT | $169,998 | $0 | $0 | $0 | $16,114 | $0 | $5,275 | $0 | $18,021 | $0 | $209,408 | $0 | $0 | $0 |
| SANDRA W BROWN | ||||||||||||||
| VP FINANCE, CONTROLLER | $145,631 | $0 | $0 | $0 | $3,274 | $0 | $3,877 | $0 | $26,526 | $0 | $179,308 | $0 | $0 | $0 |
| TRAVIS TURNER | ||||||||||||||
| VP CLINICAL INTEGRATION | $0 | $192,744 | $0 | $0 | $0 | $8,072 | $0 | $2,542 | $0 | $26,988 | $0 | $230,346 | $0 | $0 |
| STEPHEN MANDELL | ||||||||||||||
| VICE PRESIDENT | $0 | $255,005 | $0 | $0 | $0 | $7,109 | $0 | $7,409 | $0 | $20,845 | $0 | $290,368 | $0 | $0 |
| DAVID LING MD | ||||||||||||||
| EXECUTIVE DIRECTOR (THRU 10/14) | $201,560 | $0 | $0 | $0 | $3,053 | $0 | $6,219 | $0 | $27,776 | $0 | $238,608 | $0 | $0 | $0 |
| PHILLIP BORDERS | ||||||||||||||
| CHIEF AUDIT EXECUTIVE | $160,534 | $0 | $0 | $0 | $16,463 | $0 | $5,080 | $0 | $19,423 | $0 | $201,500 | $0 | $0 | $0 |
| PHILIP A BROWN | ||||||||||||||
| DIRECTOR OF PLANNING | $149,417 | $0 | $0 | $0 | $1,481 | $0 | $4,651 | $0 | $13,144 | $0 | $168,693 | $0 | $0 | $0 |
| MADHULIKA LALL | ||||||||||||||
| MED DIR RESOURCE UTILIZATION | $195,000 | $0 | $0 | $0 | $6,642 | $0 | $225 | $0 | $19,098 | $0 | $220,965 | $0 | $0 | $0 |
| WALTER J KIWALL | ||||||||||||||
| EXECUTIVE VP | $57,155 | $0 | $0 | $0 | $806,090 | $0 | $422 | $0 | $1,593 | $0 | $865,260 | $0 | $0 | $0 |
| MARK SCHWARTZ | ||||||||||||||
| MGR PHYSICIAN RELATIONS (FORMER) | $12,242 | $0 | $0 | $0 | $290,509 | $0 | $117 | $0 | $0 | $0 | $302,868 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PART I, LINE 1A - TRUSTEES WHO ARE UNCOMPENSATED VOLUNTEERS TRAVELING FOR BUSINESS RELATED REASONS ON BEHALF OF THE ORGANIZATION ARE REIMBURSED FOR THE COST OF SPOUSAL TRAVEL. REIMBURSEMENTS PAID FOR SPOUSAL TRAVEL ARE REIMBURSED AND REPORTED AS INCOME ON A FORM 1099 IN THE YEAR PAID. EXECUTIVES WHO ARE TRAVELING FOR BUSINESS RELATED REASONS ON BEHALF OF THE ORGANIZATION ARE REIMBURSED FOR THE COST OF SPOUSAL MEALS PROVIDED AND THE AMOUNT IS REPORTED AS INCOME ON THE EXECUTIVE'S W-2. |
| PART I, LINE 7 | PART I, LINE 7 - ALL EXECUTIVES HAVE AS A PART OF THEIR COMPENSATION A VARIABLE COMPONENT SUCH THAT THEY ARE ELIGIBLE TO RECEIVE A PERCENTAGE OF THEIR BASE PAY AS AN INCENTIVE FOR THE ACHIEVEMENT OF INDIVIDUAL AND CORPORATE GOALS AND OBJECTIVES. THERE WAS NO INCENTIVE COMPENSATION PAID IN 2013. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, Q 7G AND 7H | QUESTIONS 7G AND 7H DO NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY OR CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | LINE 11A EXPLANATION - MANAGEMENT COMPLETES A DRAFT OF THE INTERNAL REVENUE SERVICE (IRS) FORM 990 INFORMATION RETURN FOR THE MARY WASHINGTON HEALTHCARE SYSTEM AND ITS SUBSIDIARIES. AT THAT TIME, THE RETURN IS SUBMITTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD FOR REVIEW AND ACCEPTANCE. THE FORM 990 IS ALSO AVAILABLE TO THE BOARD OF TRUSTEES THROUGH THE BOARD WEBSITE FOR FURTHER REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY TRUSTEE AND EXECUTIVE IS REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS. THE DISCLOSURES ARE MADE ANNUALLY AND SUBMITTED TO THE MARY WASHINGTON HEALTHCARE CHIEF AUDIT EXECUTIVE (CAE). THE CAE PRESENTS ALL CONFLICTS TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE CHAIRMAN OF THE AUDIT AND COMPLIANCE COMMITTEE REPORTS ALL CONFLICTS TO THE FULL BOARD. CONFLICTS ARE CONTINUALLY AND ACTIVELY MANAGED. AT EACH MEETING, THE CHAIR ASKS IF ANYONE AT THE MEETING HAS A CONFLICT TO DISCLOSE. INDIVIDUALS WITH CONFLICTS DISCLOSE THEIR CONFLICTS AND THE RELATED TOPIC. THE INDIVIDUAL THEN RECUSES HIM/HERSELF FROM ANY DECISION RELATED TO THAT TOPIC. THE CONFLICT OF INTERESTS POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | MARY WASHINGTON HEALTHCARE UTILIZES AN EXECUTIVE COMPENSATION COMMITTEE WITH THE PURPOSE AND AUTHORITY TO ESTABLISH PROCESSES TO ENSURE FAIR AND COMPLETE COMPENSATION FOR THE CEO AND EXECUTIVE LEADERSHIP. IN ORDER TO ENSURE COMPENSATION PAID IS SET AT FAIR MARKET VALUE, THE EXECUTIVE COMPENSATION COMMITTEE UTILIZES COMPENSATION SURVEY DATA AND FORM 990 INFORMATION FROM COMPARABLE HEALTH SYSTEMS AND THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. SUCH INDEPENDENT THIRD PARTY DATA PROVIDES ASSURANCE THAT EXECUTIVE COMPENSATION IS COMMERCIALLY REASONABLE AND AT A FAIR MARKET VALUE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | DECREASE IN MINIMUM PENSION LIABILITY -37,354,304. INCOME(LOSS) OF SUBSIDIARIES 21,111,418. EQUITY ADJUSTMENTS FOR SUBSIDIARIES 1,944,376. EQUITY ADJUSTMENTS FOR TAXABLE AFFILATES -729,391. |
| FORM 990, PART XII, LINE 2C | THE PROCESS OF RESPONSIBILITY OF THE AUDIT AND SELECTION OF AUDITORS HAS NOT CHANGED FROM PRIOR YEAR. |
| FORM 990, SCHEDULE R | ABBREVIATIONS: MWHC - MARY WASHINGTON HEALTHCARE MPI - MEDICORP PROPERTIES, INC. MWHC CLINICAL - MARY WASHINGTON HEALTHCARE CLINICAL SERVICES, INC. MEDIDOCTORS H.C. - MEDIDOCTORS HOLDING COMPANY |
| UNRELATED BUSINESS INCOME | MWHC AS A PART OF ITS MISSION PROVIDES STRATEGIC PLANNING AND DIRECTION FOR ALL OF ITS AFFILIATES. IRS REGULATIONS TREAT MANAGEMENT FEES RECEIVED FROM TAXABLE SUBSIDIARIES AS UNRELATED BUSINESS INCOME. AS A RESULT, THE REVENUE REPORTED ON LINE 7A IS INCOME FROM TAXABLE SUBSIDIARIES FOR PROVISION OF MANAGEMENT FEES AND LOSS SUSTAINED IS A RESULT FROM ALLOCATIONS OF CORPORATE SERVICES PROVIDED IN EXCESS OF THE REVENUE RECEIVED. |
| FORM 990, PART III, LINE 1 - ORG. MISSION | PROVISION OF HEALTH CARE. MARY WASHINGTON HEALTHCARE WAS ORGANIZED TO ACT AS THE PARENT CORPORATION IN THE MARY WASHINGTON HEALTHCARE AFFILIATED GROUP, AND TO ENGAGE IN SUCH ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSE OF MARY WASHINGTON HOSPITAL, STAFFORD HOSPITAL AND ITS AFFILIATED ORGANIZATIONS IN THE SYSTEM. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWHC SIR LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 FALL HILL AVE SUITE 418 | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452931630 | EIN |
| Primary Activities | MEDICAL MALPRACTICE SELF-INSURANCE SYSTEM | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $3,788,613 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWHC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| STAFFORD HOSPITAL AUXILIARY | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 262704632 | SUPPORT SERVICES | VA | 501(C)(3) | LINE 11C, III-FI | STAFFORD HOSPITAL LLC | Yes (1) |
| MARY WASHINGTON HOSPITAL AUXILIARY | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 752985923 | SUPPORT SERVICES | VA | 501(C)(3) | LINE 11C, III-FI | MARY WASHINGTON HOSPITAL | Yes (1) |
| MWH AND UVA RADIOSURGERY CENTER LLC | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 900604539 | MEDICAL SERVICES | VA | 501(C)(3) | LINE 11A, I | MWH | Yes (1) |
| STAFFORD HOSPITAL LLC | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 134316364 | HOSPITAL SERVICES | VA | 501(C)(3) | LINE 3 | MWHC | Yes (1) |
| MARY WASHINGTON HEALTHCARE PHYSICIANS | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 262546097 | PHYSICIAN SERVICES | VA | 501(C)(3) | LINE 11A, I | MWHC CLINICAL SERVICES | Yes (1) |
| MARY WASHINGTON HOSPITAL FOUNDATION INC | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 521342371 | INVESTMENT MANAGEMENT/FUNDRAISING | VA | 501(C)(3) | LINE 11A, I | MWHC | Yes (1) |
| MARY WASHINGTON HOSPITAL INC | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 540519577 | HOSPITAL SERVICES | VA | 501(C)(3) | LINE 3 | MWHC | Yes (1) |
| MARY WASHINGTON HEALTHCARE CLINICAL SERVICES INC | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 541552324 | AMBULATORY HEALTH CARE SERVICES | VA | 501(C)(3) | LINE 11A, I | MWHC | Yes (1) |
| STAFFORD HOSPITAL FOUNDATION INC | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 640963570 | INVESTMENT MANAGEMENT/FUNDRAISING | VA | 501(C)(3) | LINE 11A, I | MWHC | Yes (1) |
| MEDICORP PROPERTIES INC | ||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 521342372 | PROPERTY MANAGEMENT SERVICES | VA | 501(C)(3) | LINE 11A, I | MWHC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOMPKINS MARTIN MEDICAL PLAZA | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 541632021 | REAL ESTATE | VA | MEDICORP PROPERTIES INC | RELATED | $619,448 | $6,580,042 | 0 | Yes (1) | 0.99000 | ||
| FREDERICKSBURG AMBULATORY SURGERY CENTER | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 562322548 | SURGERY CTR | VA | MWHC CLINICAL SERVICES INC | RELATED | $2,199,380 | $1,403,390 | 0 | Yes (1) | 0.53370 | ||
| MEDICAL IMAGING OF FREDERICKSBURG | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 541364028 | IMAGING | VA | MWHC CLINICAL SERVICES INC | RELATED | $3,541,112 | $1,513,029 | 0 | Yes (1) | 0.51000 | ||
| MARY WASHINGTON EYE CARE CENTER | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 271248032 | OPTOMETRY | VA | MWHC CLINICAL SERVICES INC | RELATED | -$284,367 | -$1,324,662 | 0 | 0 | 0.99000 | ||
| CENTRAL ATLANTIC HEALTH NETWORK | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 274704694 | GROUP PURCHASING | VA | RELATED | -$175 | $24,507 | Yes (1) | 0 | 0.12500 | N/A | ||
| MARY WASHINGTON HEALTH ALLIANCE | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 463055639 | ADMINISTRATIVE SERVICES | VA | MARY WASHINGTON HEALTHCARE | RELATED | -$16,010 | $2,655,226 | 0 | Yes (1) | 0.82750 | ||
| COWAN INVESTMENT PARTNERS LLC | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 651294835 | REAL ESTATE | VA | RELATED | -$19,021 | $45,814 | 0 | 0 | 0.12500 | N/A | ||
| BUNKER HILL PARTNERS LLC | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 510584884 | REAL ESTATE | VA | MEDICORP PROPERTIES INC | RELATED | $1,226,624 | $25,896 | 0 | 0 | 0.20000 | ||
| STAFFORD MEDICAL OFFICE PAVILION LLC | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 262981929 | REAL ESTATE | VA | MEDICORP PROPERTIES INC | RELATED | $134,154 | $1,997,727 | 0 | 0 | 0.20000 | ||
| SPOTSYLVANIA PARKWAY MEDICAL PLAZA LLC | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 262656396 | REAL ESTATE | VA | MEDICORP PROPERTIES INC | RELATED | $127,602 | -$729,076 | 0 | 0 | 0.39500 | ||
| SPOTSYLVANIA PARKWAY MEDICAL PLAZA II LLC | |||||||||||||||
| 2300 FALL HILL AVE STE 418 | FREDERICKSBURG | VA | 22401 | 454281946 | REAL ESTATE | VA | MEDICORP PROPERTIES INC | RELATED | -$9,641 | $915,927 | 0 | 0 | 0.39500 | ||
| THE VIRGINIA ALLIANCE LLC | |||||||||||||||
| 1920 ATHERHOLT ROAD | LYNCHBURG | VA | 24504 | 900436011 | MEDICAL | VA | RELATED | -$456 | $12,696 | 0 | 0 | 0.26800 | N/A | -$456 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FREDERICKSBURG PROFESSIONAL RISK EXCHANGE | ||||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 531095956 | CAPTIVE INSURANCE | VA | MARY WASHINGTON HEALTHCARE | C | $458,054 | 0.97500 | 0 | |
| MARY WASHINGTON HEALTHCARE SERVICES INC | ||||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 541244509 | RETAIL MEDICAL | VA | MWHC CLINICAL SERVICES INC | C | $169,465 | 1.00000 | 0 | $1,692,985 |
| MWHC HOLDING COMPANY INC | ||||||||||||
| 2300 FALL HILL AVE SUITE 418 | FREDERICKSBURG | VA | 22401 | 541725487 | HOLDING CO | VA | MWHC CLINICAL SERVICES INC | C | $114,246 | 1.00000 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MARY WASHINGTON HOSPITAL | ||
| L | $54,843,312 | CORP BOOKS/RECORDS |
| STAFFORD HOSPITAL | ||
| L | $3,602,392 | CORP BOOKS/RECORDS |
| MEDICORP PROPERTIES INC | ||
| L | $1,240,327 | CORP BOOKS/RECORDS |
| MWHC CLINICAL SERVICES | ||
| L | $1,508,654 | CORP BOOKS/RECORDS |
| FREDERICKSBURG AMBULATORY SURGERY CENTER | ||
| L | $909,486 | CORP BOOKS/RECORDS |
| MARY WASHINGTON EYE CARE CENTER | ||
| L | $53,465 | CORP BOOKS/RECORDS |
| MWH FOUNDATION | ||
| L | $557,347 | CORP BOOKS/RECORDS |
| SHC FOUNDATION | ||
| L | $131,257 | CORP BOOKS/RECORDS |
| MEDICAL IMAGING OF FREDERICKSBURG | ||
| L | $1,008,466 | CORP BOOKS/RECORDS |
| FREDERICKSBURG PROFESSIONAL RISK EXCHANGE | ||
| L | $380,000 | CORP BOOKS/RECORDS |
| MEDICORP PROPERTIES INC | ||
| M | $574,188 | CORP BOOKS/RECORDS |
| MEDICORP PROPERTIES INC | ||
| K | $3,998,839 | CORP BOOKS/RECORDS |
| TOMPKINS MARTIN MEDICAL PLAZA | ||
| K | $250,965 | CORP BOOKS/RECORDS |
| FREDERICKSBURG PROFESSIONAL RISK EXCHANGE | ||
| M | $343,541 | CORP BOOKS/RECORDS |
| MWHC SERVICES | ||
| L | $559,845 | CORP BOOKS/RECORDS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R PART III | FormAndLineReferenceDesc |
| Explanation | TOMPKINS MARTIN MEDICAL PLAZA BECAME A SINGLE MEMBER LLC OF MEDICORP PROPERTIES, INC. ON 9/5/14. | ExplanationTxt |