2013-05-10T08:50:49-05:00 2012-06-30 KPMG LLP 440 Monticello Ave Suite 1900 Norfolk VA 235102674 990 2011-07-01 520591685 THE UNION MEMORIAL HOSPITAL % MARC BERGER UNIO 4107726719 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 Marc R Berger 4107726719 2013-05-08 true Scott Sherman 7576167000 2011 2016-02-24 21:20:13Z MEDSTAR UNION MEMORIAL HOSPITAL BRADLEY CHAMBERS 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 432542916 false X WWW.UNIONMEMORIAL.ORG X 1854 MD MEDSTAR UNION MEMORIAL HOSPITAL'S MISSION IS TO BE A COMPREHENSIVE HOSPITAL WITH REGIONAL SPECIALTY SERVICES OF DISTINCTION AND QUALITY COMMUNITY SERVICES, ALL ENHANCED BY CLINICAL EDUCATION AND RESEARCH. 17 13 2903 15 883308 -184384 2927578 3939328 419378912 423988706 1881452 -39581 3842438 4095166 428030380 431983619 0 0 0 0 183017792 195762553 0 0 0 227540524 228751034 410558316 424513587 17472064 7470032 216750899 217554317 76957657 80400579 139793242 137153738 X AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR UNION MEMORIAL HOSPITAL'S MISSION IS TO BE A COMPREHENSIVE HOSPITAL WITH REGIONAL SPECIALTY SERVICES OF DISTINCTION AND QUALITY COMMUNITY SERVICES, ALL ENHANCED BY CLINICAL EDUCATION AND RESEARCH. MEDSTAR UNION MEMORIAL HOSPITAL (MEDSTAR UNION) IS AN ACUTE CARE HOSPITAL LOCATED IN THE NORTH-CENTRAL SECTION OF BALTIMORE, MARYLAND. IN FISCAL YEAR 2012, MEDSTAR UNION HAD 14,914 INPATIENT ADMISSIONS, 307,550 OUTPATIENT VISITS, AND 59,691 EMERGENCY VISITS. false false 339311235 0 413019641 MedStar Union Memorial Hospital's largest program is access to and the provision of acute hospital services to the communities of northern Baltimore City, Maryland and the surrounding areas. In addition to the program service expenses listed above, MedStar Union incurred $49.7M of management and general expenses in providing services to its communities. MedStar Union offers clinical services in general medicine and surgery, and specialty services in cardiac care, hand surgery, orthopedics, sports medicine, vascular surgery, and rehabilitation. MedStar Union has the unique distinction of having its own biomechanics research facility and surgical skills training lab. THE HOSPITAL IS DESIGNATED BY THE U.S. CONGRESS AS A REGIONAL TRAUMA CENTER FOR HAND AND UPPER EXTREMITY INJURIES AND DISEASE AND IS RECOGNIZED AS AN ADVANCED PRIMARY STROKE CENTER BY THE JOINT COMMISSION. MUMH WAS RECOGNIZED BY US NEWS AND WORLD REPORT AS ONE OF THE NATION'S TOP 50 HOSPITALS FOR CARDIOLOGY AND HEART SURGERY, ORTHOPEDICS, AND DIABETES AND ENDOCRINOLOGY. FOR THE FIFTH CONSECUTIVE YEAR, THE HOSPITAL WAS THE RECIPIENT OF THE DELMARVA FOUNDATION MEDICARE EXCELLENCE AWARD FOR QUALITY IMPROVEMENT. 19075126 0 0 MedStar Union Memorial Hospital provided $19.1M in health professions education in fiscal year 2012. This category includes training in graduate medical education, education for physicians, medical students, nurses, and other health professions. 16459596 0 10969065 MedStar Union Memorial Hospital provided $16.5M in subsidized (mission driven) health services in fiscal year 2012. These critical services, which are driven by community needs, operate at a loss. They address priorities primarily through disease prevention and improvement of health status. Services provided include hospitalists, emergency room physician subsidies, outpatient renal services, and pediatric emergency room services. 374845957 true false false false false false false false false false true true false false true true false true false false false false false false false false true true false false true false false false false false false false true false false false false true true true true false false true 0 0 true 2903 true true true false false false false false false false false false X 17 13 false false true false true true true true true false false true true true true true true true true true true MD X MARC BERGER 4107726719 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 X BRADLEY CHAMBERS 40.0 X X 659147 0 32134 MICHAEL FIOCCO MD 40.0 X 355301 0 8172 LESLIE MATTHEWS MD 40.0 X 1035673 0 40029 MICHAEL RANDOLPH MD 1.0 X 1700 0 0 GEORGE MORAN MD 1.0 X 14250 0 0 CYNTHIA WEBB MD 1.0 X 0 472325 27181 EDWARD ROSENBERG 1.0 X 0 0 0 MATTHEW HITT 1.0 X 0 0 0 KENNETH A SAMET 1.0 X 0 6126151 183379 DAVID NORRIS WILLIS 1.0 X 0 0 0 EBEN D FINNEY 1.0 X 0 0 0 TIMOTHY DA CHRISS 1.0 X 0 0 0 DERRICK A ADAMS 1.0 X 0 0 0 JENNIFER L BRAGG 1.0 X 0 0 0 SAVAS J KARAS 1.0 X 0 0 0 THOMAS P O'NEILL 1.0 X 0 0 0 NANCY PERRY 1.0 X 0 0 0 JOHN A WOLF 1.0 X 0 0 0 CHRISTOPHER G WUNDER 1.0 X 0 0 0 STUART BELL 40.0 X 485169 0 24520 JOSEPH SMITH 40.0 X 355005 0 37133 RICHARD HEITMILLER 40.0 X 502413 0 0 NEIL MACDONALD 40.0 X 208455 0 42064 STEPHEN KOENIGSBERG 40.0 X 222276 0 22374 CHERYL LUNNEN 40.0 X 180182 0 22301 SHARON BOTTCHER 40.0 X 230308 0 34658 HENRY BOUCHER 40.0 X 1125306 0 16119 PAUL ASDOURIAN 40.0 X 950605 0 22484 RICHARD LEVINE 40.0 X 971804 0 15539 PAUL TORTOLANI 40.0 X 951892 0 15542 FRANK EBERT 40.0 X 1444521 0 6947 PETER SLOANE 40.0 X 130413 0 6821 9824420 6598476 557397 227 true true false PARKWAY ANESTHESIOLOGISTS 201 E UNIVERSITY PARKWAY BALTIMORE MD 21218 MEDICAL SERVICES 13436435 GREATER CHESAPEAKE ORTHOPAEDIC 201 E UNIVERSITY PARKWAY BALTIMORE MD 21218 MEDICAL SERVICES 6825711 UNIVERSITY OF MARYLAND 22 S GREENE ST BALTIMORE MD 21201 MEDICAL SERVICES 4648159 CROTHALL SVCS GROUP 13028 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 FACILITIES MGMT 4423828 MORRISON MANAGEMENT SPECIALIST 4721 MORRISON DRIVESUITE 300 MOBILE AL 36609 FOOD SVC PROVIDER 3400245 7 1035073 2904255 3939328 NET PATIENT SERVICE REVENUE 900099 416630941 416003776 627165 PHARMACY 900099 7234088 7234088 OTHER PHYSICIAN REVENUE 900099 123677 123677 423988706 519716 0 519716 0 0 837132 837132 837132 837132 559297 -559297 -559297 -559297 0 0 0 REBATE INCOME 900099 923831 923831 PARKING LOT REVENUE 900099 388490 256143 132347 TELEPHONE 900099 129924 129924 1815789 1815789 3258034 431983619 423361541 883308 3799442 0 0 0 0 4245534 3855714 389820 0 158905085 144323808 14581277 3762011 3426700 335311 18333372 16645792 1687580 10516551 9263956 1252595 23889664 1333246 22556418 3266 3266 0 0 0 0 56043470 54218676 1824794 1917778 58598 1859180 11708620 10502493 1206127 51458 35576 15882 0 1988401 389252 1599149 491418 238900 252518 0 86376 59317 27059 0 3954195 3954195 0 18204184 18204184 6112710 6112710 MEDICAL / SURGICAL SUPPLIES 33492936 33465442 27494 IMPLANTS / PROSTHESES 24372692 24372692 PHARMACEUTICALS 16538187 16537583 604 BAD DEBT 16430865 16430865 13464814 11416258 2048556 424513587 374845957 49667630 0 97084 43450 0 0 1938939 2603011 51742422 62494194 0 0 0 0 0 0 6011820 6092005 1079543 1193186 349886064 259370569 99050197 90515495 0 0 54151912 53056957 0 0 0 0 2678982 1556019 216750899 217554317 43433174 42446959 146562 162204 16249 9529 0 0 0 0 0 0 0 0 1896411 1382371 31465261 36399516 76957657 80400579 X 110784497 108613133 3034398 2408411 25974347 26132194 139793242 137153738 216750899 217554317 X 7470032 -10109536 X X false true true X false X 1925817 1925817 119694290 81759389 37934901 1637357 467512 1169845 224783386 176389494 48393892 1845215 754175 1091040 90515495 RESTRICTED INVESTMENT FUNDS 51279896 F GREATER CHES SURGERY CTR 1101474 F JPB PARTNERSHIP 675587 F 53056957 0 ADVANCES FROM 3RD PARTY PAYORS 11713608 CREDIT BALANCE PATIENT A/R 3425752 WORKERS COMP 1979477 STOCK OPTION PLAN 1073856 DEFERRED COMPENSATION LIABILIT 182512 OTHER LIABILITIES 18024311 36399516 FIN 48 FOOTNOTE SCHEDULE D, PART X INCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THEIR RESPECTIVE TAX BASES AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. ANY CHANGES TO THE VALUATION ALLOWANCE ON THE DEFERRED TAX ASSET ARE REFLECTED IN THE YEAR OF CHANGE. THE CORPORATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE FASB ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. THERE WAS NO LIABILITY RECORDED FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012. true true X true X true X true true true false true true 10593043 10593043 0.02520 10593043 10593043 0.02520 37 38977 2126293 8590 2117703 0.00500 8 2071 19075126 19075126 0.04540 5 16459596 10969065 5490531 0.01310 2 1314007 1314007 0.00310 3 260 39942 39942 0.00010 55 41308 39014964 10977655 28037309 0.06670 55 41308 49608007 10977655 38630352 0.09190 1 175084 29873 145211 0.00030 1 29317 29317 0.00010 1 500 603 603 3 500 205004 29873 175131 0.00040 true 16430865 true true 1 1 UNION MEMORIAL HOSPITAL

201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218

X X X X UNION MEMORIAL HOSPITAL 1 true X X X X X X X X X 12 true false true X X X X X X X X X X true true 200. true 400. true X X X X X X true true X X X X true false true X false false CHARITY CARE AT COST PART I, LINE 7A MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. UNREIMBURSED MEDICAID PART I, LINE 7B MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE-SETTING SYSTEM. HEALTH PROFESSIONS EDUCATION PART I, LINE 7F MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. PERCENT OF TOTAL EXPENSE PART I, LINE 7, COLUMN (F) BAD DEBT EXPENSE OF $16,430,865 HAS BEEN REMOVED FROM TOTAL EXPENSE TO CALCULATE THE PERCENTAGE IN COLUMN (F). BAD DEBT PART III, LINE 4 MEDSTAR HEALTH AND ITS AFFILIATED ORGANIZATIONS REPORT BAD DEBT EXPENSE IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND HFMA 15. AMOUNTS THAT ARE NOT EXPECTED TO BE COLLECTED, FOR PATIENTS QUALIFYING UNDER MEDSTAR HEALTH'S FINANCIAL ASSISTANCE POLICY, ARE WRITTEN OFF TO CHARITY CARE AND REPORTED AS A REDUCTION TO REVENUE. BAD DEBT EXPENSE RESULTS FROM MANAGEMENT'S INABILITY TO COLLECT REVENUES THAT MEET THE GAAP CRITERIA FOR REVENUE RECOGNITION. BAD DEBT REPRESENTS AN OPERATING EXPENSE AND IS REFLECTED AS A SEPARATE LINE ITEM ON THE ORGANIZATION'S STATEMENT OF OPERATIONS. HOWEVER, MEDSTAR AND ITS AFFILIATED ENTITIES DO NOT MAKE A DETERMINATION AS TO WHETHER SELF PAY AMOUNTS ARE COLLECTIBLE IN DETERMINING REVENUE RECOGNITION. RESERVE MODELS, WHICH HAVE BEEN DEVELOPED BASED ON HISTORICAL COLLECTION RESULTS AND WHICH ARE ADJUSTED PERIODICALLY BASED ON ACTUAL COLLECTIONS EXPERIENCE, ARE USED TO ESTIMATE UNCOLLECTIBLE AMOUNTS ACROSS ALL PAYORS INCLUDING SELF PAY. BAD DEBT DETERMINATIONS ARE MADE ONLY AFTER SUFFICIENT EVIDENCE IS OBTAINED TO SUPPORT THAT AN AMOUNT IS NOT COLLECTIBLE. MEDICARE PART III, LINE 8 MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. AS SUCH, THE NET EFFECT FOR MEDICARE EXPENSES AND REVENUES IN MARYLAND IS ZERO. NEEDS ASSESSMENT PART V, SECTION B, LINE 7 "THE IMPLEMENTATION STRATEGIES SERVE AS A ROADMAP FOR HOW COMMUNITY BENEFIT RESOURCES WILL BE ALLOCATED AND DEPLOYED. MEDSTAR'S HOSPITALS WILL BE ABLE TO MEASURE OUR CONTRIBUTION TO IMPROVING THE HEALTH OF UNDERSERVED AND VULNERABLE POPULATIONS IN THE REGIONS WE SERVE. THREE-YEAR IMPLEMENTATION STRATEGIES WITH MEASURABLE OBJECTIVES WERE DEVELOPED FOR EACH HOSPITAL'S COMMUNITY BENEFIT SERVICE AREA - A SPECIFIC COMMUNITY OR TARGET POPULATION OF FOCUS. PRIORITIES WERE BASED ON COMMUNITY NEED AS DETERMINED BY QUANTITATIVE DATA AND COMMUNITY INPUT, AS WELL AS ON HOSPITAL EXPERTISE, RESOURCES, STRENGTHS OF EXISTING PROGRAMMING AND PARTNERSHIPS, AND ALIGNMENT WITH NATIONAL, STATE, AND LOCAL HEALTH GOALS. THE MEDSTAR HEALTH CORPORATE COMMUNITY HEALTH DEPARTMENT WILL PROVIDE SYSTEM-WIDE COORDINATION AND OVERSIGHT OF COMMUNITY BENEFIT PROGRAMMING." PART VI, LINE 2 IN FY12, MEDSTAR UNION MEMORIAL HOSPITAL CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN ACCORDANCE WITH THE GUIDELINES ESTABLISHED BY THE PATIENT PROTECTION AND AFFORDABLE CARE ACT AND THE INTERNAL REVENUE SERVICE. THE HOSPITAL'S CHNA WAS LED BY NINE ADVISORY TASK FORCE (ATF) MEMBERS, WHICH WAS COMPRISED OF A DIVERSE GROUP OF INDIVIDUALS, INCLUDING HOSPITAL LEADERSHIP, CLINICAL EDUCATORS AND BOARD MEMBERS. THE ATF REVIEWED QUANTITATIVE AND QUALITATIVE COMMUNITY HEALTH DATA, AS WELL AS LOCAL, REGIONAL AND NATIONAL HEALTH GOALS. BASED ON THEIR FINDINGS, ATF MEMBERS DESIGNED A SURVEY TO IDENTIFY TRENDS IN HOW PARTICIPANTS PERCEIVED THE SEVERITY OF KEY HEALTH ISSUES IN THE FOLLOWING CATEGORIES: WELLNESS AND PREVENTION, ACCESS TO CARE, QUALITY OF LIFE, AND ENVIRONMENT. COMMUNITY MEMBERS RESPONDED TO THE SURVEY BY ATTENDING A COMMUNITY INPUT SESSION OR COMPLETING IT ONLINE OR VIA HARDCOPY. BASED ON THE ATF'S RECOMMENDATION, THE HOSPITAL IDENTIFIED NORTH CENTRAL BALTIMORE CITY AS ITS COMMUNITY BENEFIT SERVICE AREA (CBSA) - A GEOGRAPHY WITH A HIGH DENSITY OF LOW-INCOME OR VULNERABLE RESIDENTS WITHIN CLOSE PROXIMITY OF THE HOSPITAL. HEALTH PRIORITIES FOR THE CBSA INCLUDE HEART DISEASE AND DIABETES. THE HOSPITAL'S FY12 CHNA AND 3-YEAR IMPLEMENTATION STRATEGIES WERE ENDORSED BY MEDSTAR UNION MEMORIAL'S BOARD OF DIRECTORS AND APPROVED BY THE MEDSTAR HEALTH BOARD OF DIRECTORS. THE DOCUMENT WAS PUBLISHED ON THE HOSPITAL'S WEBSITE ON JUNE 30, 2012. AS A PROUD MEMBER OF MEDSTAR HEALTH, REPRESENTATIVES FROM MEDSTAR UNION MEMORIAL ROUTINELY PARTICIPATE IN THE MEDSTAR HEALTH COMMUNITY BENEFIT WORKGROUP. THE WORKGROUP IS COMPRISED OF COMMUNITY HEALTH PROFESSIONALS WHO REPRESENT ALL NINE MEDSTAR HOSPITALS. THE TEAM ANALYZES LOCAL AND REGIONAL COMMUNITY HEALTH DATA, ESTABLISHES SYSTEM-WIDE COMMUNITY HEALTH PROGRAMMING PERFORMANCE AND EVALUATION MEASURES AND SHARES BEST PRACTICES. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 AS ONE OF THE REGION'S LEADING NOT-FOR-PROFIT HEALTHCARE SYSTEMS, MEDSTAR HEALTH IS COMMITTED TO ENSURING THAT UNINSURED PATIENTS WITHIN THE COMMUNITIES WE SERVE WHO LACK FINANCIAL RESOURCES HAVE ACCESS TO NECESSARY HOSPITAL SERVICES. MEDSTAR HEALTH AND ITS HEALTHCARE FACILITIES WILL: " TREAT ALL PATIENTS EQUITABLY, WITH DIGNITY, WITH RESPECT AND WITH COMPASSION " SERVE THE EMERGENCY HEALTH CARE NEEDS OF EVERYONE WHO PRESENTS AT OUR FACILITIES REGARDLESS OF A PATIENT'S ABILITY TO PAY FOR CARE. " ASSIST THOSE PATIENTS WHO ARE ADMITTED THROUGH OUR ADMISSIONS PROCESS FOR NON-URGENT, MEDICALLY NECESSARY CARE WHO CANNOT PAY FOR PART OF ALL OF THE CARE THEY RECEIVE. " BALANCE NEEDED FINANCIAL ASSISTANCE FOR SOME PATIENTS WITH BROADER FISCAL RESPONSIBILITIES IN ORDER TO KEEP ITS HOSPITALS' DOORS OPEN FOR ALL WHO MAY NEED CARE IN THE COMMUNITY. IN MEETING ITS COMMITMENTS, MEDSTAR HEALTH'S FACILITIES WILL WORK WITH THEIR UNINSURED PATIENTS TO GAIN AN UNDERSTANDING OF EACH PATIENT'S FINANCIAL RESOURCES PRIOR TO ADMISSION (FOR SCHEDULED SERVICES) OR PRIOR TO BILLING (FOR EMERGENCY SERVICES). BASED ON THIS INFORMATION AND PATIENT ELIGIBILITY, MEDSTAR HEALTH'S FACILITIES WILL ASSIST UNINSURED PATIENTS WHO RESIDE WITHIN THE COMMUNITIES WE SERVE IN ONE OR MORE OF THE FOLLOWING WAYS: " ASSIST WITH ENROLLMENT IN PUBLICLY-FUNDED ENTITLEMENT PROGRAMS (E.G., MEDICAID). " ASSIST WITH CONSIDERATION OF FUNDING THAT MAY BE AVAILABLE FROM OTHER CHARITABLE ORGANIZATIONS. " PROVIDE CHARITY CARE AND FINANCIAL ASSISTANCE ACCORDING TO APPLICABLE GUIDELINES. " PROVIDE FINANCIAL ASSISTANCE FOR PAYMENT OF FACILITY CHARGES USING A SLIDING SCALE BASED ON PATIENT FAMILY INCOME AND FINANCIAL RESOURCES. " OFFER PERIODIC PAYMENT PLANS TO ASSIST PATIENTS WITH FINANCING THEIR HEALTHCARE SERVICES. EACH FACILITY WILL POST THE POLICY, INCLUDING A DESCRIPTION OF THE APPLICABLE COMMUNITIES IT SERVES, IN EACH MAJOR PATIENT REGISTRATION AREA AND IN ANY OTHER AREAS REQUIRED BY APPLICABLE REGULATIONS, WILL COMMUNICATE THE INFORMATION TO PATIENTS AS REQUIRED BY THIS POLICY AND APPLICABLE REGULATIONS AND WILL MAKE A COPY OF THE POLICY AVAILABLE TO ALL PATIENTS. ADDITIONALLY, THE MARYLAND PATIENT INFORMATION SHEET/MEDSTAR'S PATIENT INFORMATION SHEET WILL BE PROVIDED TO INPATIENTS ON ADMISSION AND AT TIME OF FINAL ACCOUNT BILLING. MEDSTAR HEALTH BELIEVES THAT ITS PATIENTS HAVE PERSONAL RESPONSIBILITIES RELATED TO THE FINANCIAL ASPECTS OF THEIR HEALTHCARE NEEDS. THE CHARITY CARE, FINANCIAL ASSISTANCE, AND PERIODIC PAYMENT PLANS AVAILABLE UNDER THIS POLICY WILL NOT BE AVAILABLE TO THOSE PATIENTS WHO FAIL TO FULFILL THEIR RESPONSIBILITIES. FOR PURPOSES OF THIS POLICY, PATIENT RESPONSIBILITIES INCLUDE: " COMPLETING FINANCIAL DISCLOSURE FORMS NECESSARY TO EVALUATE THEIR ELIGIBILITY FOR PUBLICLY-FUNDED HEALTHCARE PROGRAMS, CHARITY CARE PROGRAMS, AND OTHER FORMS OF FINANCIAL ASSISTANCE. THESE DISCLOSURE FORMS MUST BE COMPLETED ACCURATELY, TRUTHFULLY, AND TIMELY TO ALLOW MEDSTAR HEALTH'S FACILITIES TO PROPERLY COUNSEL PATIENTS CONCERNING THE AVAILABILITY OF FINANCIAL ASSISTANCE. " WORKING WITH THE FACILITY'S FINANCIAL COUNSELORS AND OTHER FINANCIAL SERVICES STAFF TO ENSURE THERE IS A COMPLETE UNDERSTANDING OF THE PATIENT'S FINANCIAL SITUATION AND CONSTRAINTS. " COMPLETING APPROPRIATE APPLICATIONS FOR PUBLICLY-FUNDED HEALTHCARE PROGRAMS. THIS RESPONSIBILITY INCLUDES RESPONDING IN A TIMELY FASHION TO REQUESTS FOR DOCUMENTATION TO SUPPORT ELIGIBILITY. " MAKING APPLICABLE PAYMENTS FOR SERVICES IN A TIMELY FASHION, INCLUDING ANY PAYMENTS MADE PURSUANT TO DEFERRED AND PERIODIC PAYMENT SCHEDULES. " PROVIDING UPDATED FINANCIAL INFORMATION TO THE FACILITY'S FINANCIAL COUNSELORS ON A TIMELY BASIS AS THE PATIENT'S CIRCUMSTANCES MAY CHANGE. " IT IS THE RESPONSIBILITY OF THE PATIENT TO INFORM THE MEDSTAR HOSPITAL OF THEIR EXISTING ELIGIBILITY UNDER A MEDICAL HARDSHIP DURING THE 12 MONTH PERIOD. UNINSURED PATIENTS OF MEDSTAR HEALTH'S FACILITIES MAY BE ELIGIBLE FOR CHARITY CARE OR SLIDING-SCALE FINANCIAL ASSISTANCE UNDER THIS POLICY. THE FINANCIAL COUNSELORS AND FINANCIAL SERVICES STAFF WILL DETERMINE ELIGIBILITY FOR CHARITY CARE AND SLIDING-SCALE FINANCIAL ASSISTANCE BASED ON REVIEW OF INCOME FOR THE PATIENT AND THEIR FAMILY (HOUSEHOLD), OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENT'S FAMILY, FAMILY SIZE, AND THE EXTENT OF THE MEDICAL COSTS TO BE INCURRED BY THE PATIENT. COMMUNITY INFORMATION PART VI, LINE 4 GEOGRAPHIC: LOCATED IN BALTIMORE CITY, MEDSTAR UNION MEMORIAL HOSPITAL'S ACTIVITIES, EDUCATIONAL PROGRAMMING AND COMMUNITY PARTNERSHIPS ARE FOCUSED ON COMMUNITIES LOCATED IN ZIP CODES 21218, 21211, 21213, 21215, 21206, 21212, 21217 AND 21239. THIS INCLUDES THE COMMUNITIES OF ARLINGTON, CHARLES VILLAGE, CLIFTON-EAST END, DRUID, GOVANS, HAMILTON, HAMPDEN, NORTHWOOD, OVERLEA AND WAVERLY. DEMOGRAPHIC: THE POPULATION OF MEDSTAR UNION MEMORIAL HOSPITAL'S SERVICE AREA IS APPROXIMATELY TWO-THIRDS AFRICAN AMERICAN (65%) AND ONE-THIRD CAUCASIAN (32.1%) AND SPLIT ALMOST EVENLY BETWEEN MALES (47.1%) AND FEMALES (52.9%). THE MEDIAN AGE IS 34 YEARS AND AVERAGE LIFE EXPECTANCY IS 72.9 YEARS OF AGE. THE MEDIAN HOUSEHOLD INCOME IS $38,260, WITH 20.0% OF HOUSEHOLDS LIVING AT OR BELOW THE FEDERAL POVERTY LINE. ADDITIONALLY, AN ESTIMATED 19% OF RESIDENTS ARE UNINSURED, WHILE MORE THAN 8% RECEIVE MEDICAID PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 AS A COMMUNITY PARTNER, MEDSTAR UNION MEMORIAL ENGAGES IN A NUMBER OF COMMUNITY BENEFIT ACTIVITIES TO IMPROVE AND PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITY. FOR EXAMPLE, THE HOSPITAL PROVIDES FINANCIAL SUPPORT FOR SHEPHERD'S CLINIC, A HEALTH CARE PROVIDER FOR UNINSURED BALTIMORE CITY RESIDENTS. EACH YEAR, A TEAM OF APPROXIMATELY 250 VOLUNTEERS MANAGE NEARLY 4,000 PATIENT VISITS EACH YEAR. THE CLINIC MEETS A VITAL NEED, PROVIDING PRIMARY HEALTH CARE TO WORKING ADULTS AND THE UNEMPLOYED WHO ARE UNINSURED. MEDSTAR UNION MEMORIAL PHYSICIANS, RETIRED PHYSICIANS, NURSES AND THERAPISTS ARE MAINSTAYS OF THE VOLUNTEER WORKFORCE, AND THE HOSPITAL'S THIRD-YEAR MEDICAL RESIDENTS SPEND TWO TO FOUR WEEKS WORKING AT THE CLINIC. MEDSTAR UNION MEMORIAL ALSO COVERS EXPENSES FOR A PAID MEDICAL DIRECTOR AND SUPERVISOR. THE HOSPITAL PROVIDES AN ASSORTMENT OF SUBSIDIZED HEALTH SERVICES THAT OPERATE AT A NEGATIVE MARGIN BUT ARE NEEDED FOR THE COMMUNITY. EXAMPLES INCLUDE RENAL SERVICES, PSYCHIATRY, EMERGENCY ROOM, AND PEDIATRIC CARE. THESE SERVICES ARE AVAILABLE 24 HOURS PER DAY, 7 DAYS PER WEEK. AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6 AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR UNION MEMORIAL IS ABLE TO EXPAND ITS CAPACITY TO MEET THE NEEDS OF THE COMMUNITY BY PARTNERING WITH OTHER MEDSTAR HOSPITALS AND ASSOCIATED ENTITIES. MEDSTAR HEALTH RESOURCES ASSIST THE HOSPITAL IN COMMUNITY HEALTH PLANNING TO MEET THE NEEDS OF THE UNINSURED AND OTHER VULNERABLE POPULATIONS. THROUGH ITS COMMUNITY HEALTH FUNCTION, MEDSTAR HEALTH PROVIDES MEDSTAR UNION MEMORIAL WITH TECHNICAL SUPPORT TO ENHANCE COMMUNITY HEALTH PROGRAMMING AND EVALUATION. MEDSTAR'S CORPORATE PHILANTHROPY DEPARTMENT IDENTIFIES AND SEEKS PUBLIC AND PRIVATE FUNDING SOURCES TO ENSURE THE AVAILABILITY OF HIGH QUALITY HEALTH SERVICES, REGARDLESS OF ABILITY TO PAY. STATE FILING OF COMMUNITY BENEFIT REPORT PART VI, LINE 7 THE COMMUNITY BENEFIT REPORT FOR MEDSTAR UNION MEMORIAL HOSPITAL IS ONLY FILED IN THE STATE OF MARYLAND. X true true X X X X X X false true false false false false false false false STUART BELL 345275 0 139894 0 0 0 6259 0 18261 0 509689 0 0 0 JOSEPH SMITH 246068 0 107661 0 1276 0 18735 0 18398 0 392138 0 0 0 BRADLEY CHAMBERS 428286 0 230861 0 0 0 16205 0 15929 0 691281 0 0 0 MICHAEL FIOCCO MD 355301 0 0 0 0 0 0 0 8172 0 363473 0 0 0 PETER SLOANE 130413 0 0 0 0 0 6615 0 206 0 137234 0 0 0 LESLIE MATTHEWS MD 985673 0 50000 0 0 0 24384 0 15645 0 1075702 0 0 0 NEIL MACDONALD 170790 0 37665 0 0 0 27199 0 14865 0 250519 0 0 0 STEPHEN KOENIGSBERG 180966 0 41310 0 0 0 8661 0 13713 0 244650 0 0 0 CHERYL LUNNEN 151680 0 28502 0 0 0 10145 0 12156 0 202483 0 0 0 SHARON BOTTCHER 189157 0 41151 0 0 0 22949 0 11709 0 264966 0 0 0 HENRY BOUCHER 825149 0 300157 0 0 0 549 0 15570 0 1141425 0 0 0 PAUL ASDOURIAN 950605 0 0 0 0 6849 0 15635 0 973089 0 0 0 RICHARD LEVINE 782662 0 189142 0 0 0 0 0 15539 0 987343 0 0 0 PAUL TORTOLANI 774890 0 177002 0 0 0 0 0 15542 0 967434 0 0 0 FRANK EBERT 1309900 0 134621 0 0 0 5335 0 1612 0 1451468 0 0 0 CYNTHIA WEBB MD 0 422325 0 50000 0 0 0 14907 0 12274 0 499506 0 0 KENNETH A SAMET 0 1166887 0 1481670 0 3477594 0 163987 0 19392 0 6309530 0 0 RICHARD HEITMILLER 502413 0 0 0 0 0 0 0 0 0 502413 0 0 0 SOCIAL CLUB DUES SCHEDULE J, PART I, LINE 1 THE ORGANIZATION PAID SOCIAL CLUB DUES FOR TWO 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. SUPPLEMENTAL RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B KENNETH SAMET MR. SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B) (III) INCLUDES $3,465,504 REPRESENTING his ACCRUED BENEFIT IN A SUPPLEMENTAL RETIREMENT PLAN, WHICH WAS EARNED DURING THE PAST 23 YEARS OF SERVICE. THIS AMOUNT WAS NOT ACTUALLY PAID DURING THIS REPORTING PERIOD, BUT WAS REPORTED AS COMPENSATION UNDER FICA TAX-REPORTING RULES. GREATER CHESAPEAKE ORTHOPEDIC ASSOC See Schedule L, Part V 6956018 Management & support services false GREATER CHESAPEAKE ORTHOPEDIC ASSOC See Schedule L, Part V 6956018 Management & support services false GREATER CHESAPEAKE ORTHOPEDIC ASSOC See Schedule L, Part V 6956018 Management & support services false GREATER CHESAPEAKE ORTHOPEDIC ASSOC See Schedule L, Part V 6956018 Management & support services false GREATER CHESAPEAKE ORTHOPEDIC ASSOC See Schedule L, Part V 6956018 Management & support services false BUSINESS TRANSACTION INVOLVING INTERESTED PERSON SCHEDULE L, PART IV Doctors Leslie Matthews (a Board member of MedStar Union Memorial Hospital), Frank Ebert, Richard Levine, Henry Boucher, and Paul Asdourian (all highly compensated employees of MedStar Union Memorial Hospital) each own more than 5% of Greater Chesapeake Orthopedic Associates, LLC (GCOA), which provides practice management and support services to MedStar Union Memorial Hospital's orthopedic surgeons. GCOA's gross revenues received from the hospital for these services for the year was $7.0M. BYLAWS REVISIONS - 2012 MEDSTAR HEALTH, INC. AND AFFILIATED HOSPITALS PART VI, LINE 4 DURING THE FISCAL YEAR ENDING JUNE 30, 2012, MEDSTAR HEALTH, INC., A MARYLAND NON-STOCK CORPORATION ("MEDSTAR") REVIEWED ITS BYLAWS AND THE BYLAWS OF NINE MEDSTAR-AFFILIATED HOSPITALS, INCLUDING FRANKLIN SQUARE HOSPITAL CENTER, INC., HARBOR HOSPITAL, INC., MEDSTAR-GEORGETOWN MEDICAL CENTER, INC., MONTGOMERY GENERAL HOSPITAL, INC., NATIONAL REHABILITATION HOSPITAL, INC., ST. MARY'S HOSPITAL OF ST. MARY'S COUNTY, INC., THE GOOD SAMARITAN HOSPITAL OF MARYLAND, INC., THE UNION MEMORIAL HOSPITAL AND WASHINGTON HOSPITAL CENTER CORPORATION (COLLECTIVELY THE "HOSPITALS"). THE REVISED BYLAWS OF MEDSTAR AND THE HOSPITALS WERE DEVELOPED USING A COMMON TEMPLATE BASED ON THE EXISTING MEDSTAR BYLAWS. THE BOARD OF DIRECTORS OF MEDSTAR AND THE BOARD OF DIRECTORS OF EACH HOSPITAL VOTED AND APPROVED THE CHANGES TO THEIR BYLAWS. A SUMMARY OF THE CHANGES TO THE BYLAWS OF MEDSTAR AND THE HOSPITALS IS SET FORTH BELOW. THE BYLAWS CHANGES: (A) CONFORM PROVISIONS TO MARYLAND, DELAWARE AND DISTRICT OF COLUMBIA LAW, AS APPLICABLE, IN MANY CASES TO GIVE GREATER FLEXIBILITY TO MEDSTAR AND THE BOARD OF DIRECTORS OF EACH HOSPITAL); (B) CONFORM PROVISIONS TO MAXIMIZE UNIFORMITY AMONG THE HOSPITAL BYLAWS (TO THE EXTENT POSSIBLE); (C) REFLECT RECENT DEVELOPMENTS IN CORPORATE/HOSPITAL GOVERNANCE; (D) CLARIFY CERTAIN CORPORATE PROCEDURES; AND (E) CONFORM LANGUAGE AND STYLE. ORGANIZATION MEMBERS PART VI, LINE 6 THE ORGANIZATION IS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION. MEDSTAR HEALTH, INC., OR ONE OF ITS AFFILIATES AND SUBSIDIARIES, IS THE SOLE MEMBER OF THE ORGANIZATION. DESCRIPTION OF MEMEBRS PART VI, LINE 7A AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, THE ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE ORGANIZATION'S GOVERNING BODY. ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. THE BOARD OF MEDSTAR HEALTH, INC. HAS DELEGATED CERTAIN APPROVAL AUTHORITY TO THE GOVERNANCE COMMITTEE AND THE PRESIDENT & CEO OF MEDSTAR HEALTH, INC. DECISIONS OF GOVERNING BODY PART VII, LINE 7B AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, THE BYLAWS OF THE ORGANIZATION ARE SUBJECT TO CERTAIN RESERVED POWERS, WHICH PROVIDE THAT THE SOLE MEMBER OF THE ORGANIZATION MUST APPROVE CERTAIN DECISIONS, INCLUDING BUT NOT LIMITED TO MATTERS CONCERNING THE SALE OR PURCHASE OF REAL OR PERSONAL PROPERTY, CAPITAL BUDGETS, STRATEGIC PLANNING, INVESTMENTS, AND CORPORATE GOVERNANCE. PROCESS FOR REVIEWING FORM 990 PART VI, LINE 11B THE PROCESS FOR REVIEWING THE FORM 990 INCLUDED EDUCATION AND TRANSPARENCY. SENIOR FINANCIAL EXECUTIVES, WORKING WITH INDEPENDENT OUTSIDE EXPERTS, THOROUGHLY REVIEWED FORM 990 AND ACCOMPANYING INSTRUCTIONS. IN ADDITION, SENIOR EXECUTIVES REVIEWED THE RELEVANT SECTIONS OF THE FORM 990 WITH THE FOLLOWING COMMITTEES OF THE ORGANIZATION'S GOVERNING BODY: FINANCE, AUDIT, GOVERNANCE, STRATEGIC PLANNING, AND EXECUTIVE COMPENSATION. FOLLOWING THESE MEETINGS, THE GOVERNING BODY WAS PROVIDED A COPY OF THE FORM 990 IN ITS FINAL FORM AND GIVEN AN OPPORTUNITY TO PROVIDE ANY INPUT OR COMMENTS RELATING TO THE FORM 990 PRIOR TO ITS FILING. CONFLICT OF INTEREST POLICY PART VI, LINE 12C APPOINTMENT OF BOARDS OF DIRECTORS MEDSTAR HEALTH (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS, PRIOR TO THEIR APPOINTMENT OR ELECTION, TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTION WITH MEDSTAR THAT WOULD RESULT IN A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. ANNUAL DISCLOSURES - ALL OFFICERS, DIRECTORS, AND SENIOR MANAGERS ALL OFFICERS, DIRECTORS AND SENIOR MANAGERS ARE REQUIRED, NOT LESS THAN ANNUALLY, TO COMPLETE A SURVEY OF QUESTIONS CONCERNING ANY TRANSACTIONS OR RELATIONSHIPS WHICH WOULD OR COULD REPRESENT A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) RELATED TO DIRECTORS ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. SUCH DISCLOSURES (IF ANY) RELATED TO OFFICERS AND SENIOR MANAGERS ARE REVIEWED BY AN APPROPRIATE EXECUTIVE WHO 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 STATEMENTS AVAILABILITY PART XI, LINE 2C MEDSTAR HEALTH POSTS ITS ANNUAL FINANCIAL AUDIT AND QUARTERLY FINANCIAL REPORTS TO THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM. THE ORGANIZATION ALSO E-MAILS ITS ANNUAL AND QUARTERLY DISCLOSURES TO HOLDERS OF THE COMPANY'S PUBLICLY TRADED DEBT. THE COMPANY'S GOVERNANCE DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST THROUGH ITS CORPORATE (OR AS APPLICABLE ENTITY) PUBLIC INFORMATION OFFICES. FINANCIAL SATEMENTS AND REPORTING PART XI, LINE 2C THE UNION MEMORIAL HOSPITAL IS PART OF THE MEDSTAR HEALTH, INC. AUDIT AND SUBJECT TO OVERSIGHT BY THE AUDIT COMMITTEE OF THE MEDSTAR BOARD. OTHER CHANGES IN NET ASSETS PART XI, LINE 5 EQUITY TRANSFERS- NET ASSETS.......................... $(8,226,259) UNREALIZED LOSS ON INVESTMENTS......................... (1,883,277) ============= TOTAL $(10,109,536) HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CYNTHIA WEBB MD TITLE:DIRECTOR HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KENNETH A. 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