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UNION MEMORIAL HOSPITAL: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
UNION MEMORIAL HOSPITAL (EIN 52-0591685)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-10
IRS object ID
201211319349301606
Schema version
2010v3.7
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

FieldValueIRS element (for citing)
Timestamp2012-05-10T11:48:17-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1440 Monticello Ave Suite 1900AddressLine1
CityNorfolkCity
StateVAState
ZIP Code235102674ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN520591685EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Union Memorial Hospital IncBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlUNIONameControl
Phone4107726719Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 East University ParkwayAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21218ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMarc R BergerName
TitleAVP, Taxation/Financial ComplianceTitle
Phone4107726719Phone
Date Signed2012-05-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone7576167000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1MedStar Union Memorial HospitalBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonBradley ChambersNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1201 East University ParkwayAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21218ZIPCode
FieldValueIRS element (for citing)
Gross Receipts428030380GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.unionmemorial.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1854YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionMEDSTAR 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members14NbrIndependentVotingMembers
Total Nbr Employees2779TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI1101000TotalGrossUBI
Net Unrelated Business Txbl Income-332642NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2114007ContributionsGrantsPriorYear
Contributions Grants Current Year2927578ContributionsGrantsCurrentYear
Program Service Revenue Prior Year401225461ProgramServiceRevenuePriorYear
Program Service Revenue CY419378912ProgramServiceRevenueCY
Investment Income Prior Year1002705InvestmentIncomePriorYear
Investment Income Current Year1881452InvestmentIncomeCurrentYear
Other Revenue Prior Year11719834OtherRevenuePriorYear
Other Revenue Current Year3842438OtherRevenueCurrentYear
Total Revenue Prior Year416062007TotalRevenuePriorYear
Total Revenue Current Year428030380TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year137054GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year183046851SalariesEtcPriorYear
Salaries Etc Current Year183017792SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year220261077OtherExpensePriorYear
Other Expenses Current Year227540524OtherExpensesCurrentYear
Total Expenses Prior Year403444982TotalExpensesPriorYear
Total Expenses Current Year410558316TotalExpensesCurrentYear
Revenues Less Expenses Prior Year12617025RevenuesLessExpensesPriorYear
Revenues Less Expenses CY17472064RevenuesLessExpensesCY
Total Assets BOY213804846TotalAssetsBOY
Total Assets EOY216750899TotalAssetsEOY
Total Liabilities BOY76369999TotalLiabilitiesBOY
Total Liabilities EOY76957657TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY137434847NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY139793242NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionAS 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 (MUMH) IS AN ACUTE CARE HOSPITAL LOCATED IN THE NORTH-CENTRAL SECTION OF BALTIMORE, MARYLAND. IN FISCAL YEAR 2011, MUMH HAD 14,979 INPATIENT ADMISSIONS, 105,662 OUTPATIENT VISITS, AND 58,213 EMERGENCY VISITS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense329953239Expense
Grants0Grants
Revenue410124374Revenue
DescriptionMEDSTAR 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, MUMH INCURRED $48.1M OF MANAGEMENT AND GENERAL EXPENSES IN PROVIDING SERVICES TO ITS COMMUNITIES. MUMH OFFERS CLINICAL SERVICES IN GENERAL MEDICINE AND SURGERY, AND SPECIALTY SERVICES IN CARDIAC CARE, HAND SURGERY, ORTHOPEDICS, SPORTS MEDICINE, VASCULAR SURGERY, AND REHABILITATION. MUMH HAS THE UNIQUE DISTINCTION OF HAVING ITS OWN BIOMECHANICS RESEARCH FACILITY AND SURGICAL SKILLS TRAINING LAB. FOR MORE INFORMATION, SEE SCHEDULE O.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense17025647Expense
Grants0Grants
Revenue0Revenue
DescriptionMEDSTAR UNION MEMORIAL HOSPITAL PROVIDED $17.0M IN HEALTH PROFESSIONS EDUCATION IN FISCAL YEAR 2011. THIS CATEGORY INCLUDES TRAINING IN GRADUATE MEDICAL EDUCATION, EDUCATION FOR PHYSICIANS, MEDICAL STUDENTS, NURSES, AND OTHER HEALTH PROFESSIONS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense15487665Expense
Grants0Grants
Revenue10289661Revenue
DescriptionMEDSTAR UNION MEMORIAL HOSPITAL PROVIDED $15.5M IN SUBSIDIZED (MISSION DRIVEN) HEALTH SERVICES IN FISCAL YEAR 2011. 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.Description
FieldValueIRS element (for citing)
Total Program Service Expense362466551TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedtrueFinancialStmtAttached
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2779NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members14NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARC BERGERNamePerson
Telephone Number4107726719TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15565 STERRETT PLACE 5TH FLOORAddressLine1
CityCOLUMBIACity
StateMDState
ZIP Code21044ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
DERRICK ADAMS
DIRECTOR1.0X000
JENNIFER L BRAGG
DIRECTOR1.0X000
TIMOTHY D A CHRISS ESQ
DIRECTOR1.0X000
EBEN D FINNEY III
DIRECTOR1.0X000
MATTHEW B HITT
DIRECTOR1.0X000
SAVAS J KARAS
DIRECTOR1.0X000
THOMAS P O'NEILL
DIRECTOR1.0X000
NANCY PERRY M RN
DIRECTOR1.0X000
MICHAEL RANDOLPH MD
DIRECTOR1.0X000
EDWARD L ROSENBERG
DIRECTOR1.0X000
KENNETH A SAMET
DIRECTOR1.0X03125094132265
PETER J SLOANE MD
DIRECTOR1.0X13610307498
CYNTHIA WEBB MD FA
DIRECTOR1.0X000
DAVID NORRIS WILLIS
DIRECTOR1.0X000
JOHN A WOLF
DIRECTOR1.0X000
CHRISTOPHER G WUNDER
DIRECTOR1.0X000
BRADLEY CHAMBERS
DIRECTOR/President40.0X583225024476X
LESLIE MATTHEWS MD
MEDICAL DIRECTOR40.0X1038777041830
GEORGE W MORAN MD
PHYSICIAN DIRECTOR40.0X4990000
STUART BELL
VICE PRESIDENT40.0451889027508X
JOSEPH SMITH
VICE PRESIDENT40.0327903023874X
STEPHEN KOENIGSBERG
VICE PRESIDENT40.0201456014725X
SHARON BOTTCHER
Vice President40.0196555023753X
CHERYL LUNNEN
Vice President40.0157160023777X
NEIL MACDONALD
Vice President40.0185793032652X
RICHARD LEVINE
Physician40.0985688029793X
FRANK EBERT
Physician40.01493004010931X
PAUL ASDOURIAN
Physician40.0976856018692X
HENRY BOUCHER
Physician40.01031101018402X
JOHN WANG
MEDICAL DIRECTOR40.0775718025974X
HARRISON RIDER III
PRESIDENT/FORMER OFFICER40.050517339933116042X
PHILIP BUESCHER MD
FORMER DIRECTOR40.011537307753X
FieldValueIRS element (for citing)
Total Reportable Comp From Org9211674TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3524425TotalReportableCompFrmRltdOrgs
Total Other Compensation479945TotalOtherCompensation
Number Individuals GT100 K144NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
PARKWAY ANESTHESIOLOGISTS
201 E UNIVERSITY PARKWAYBALTIMOREMD21218MEDICAL SERVICES12408205
GREATER CHESAPEAKE ORTHOPAEDIC
201 E UNIVERSITY PARKWAYBALTIMOREMD21218MEDICAL SERVICES6355495
NURSEFINDERS
PO BOX 910738DALLASTX753910738MEDICAL STAFFING4642114
CROTHALL SVCS GROUP
13028 COLLECTIONS CENTER DRIVECHICAGOIL60693FACILITIES MGMT4591154
MORRISON MANAGEMENT SPECIALIST
4721 MORRISON DRIVEMOBILEAL36609FOOD SVC PROVIDER3772689
FieldValueIRS element (for citing)
Number Of Contractors GT100 K35NumberOfContractorsGT100K
Government Grants755179GovernmentGrants
All Other Contributions2172399AllOtherContributions
Total Contributions2927578TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
NET PATIENT SERVICE REVENUE9000994120743154110468121027503
PHARMACY90009971739567173956
OTHER PHYSICIAN REVENUE900099130641130641
FieldValueIRS element (for citing)
Total Program Service Revenue419378912TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1102556TotalRevenueColumn
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,102,556ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real880440Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real880440Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column880440TotalRevenueColumn
Exclusion$880,440ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities778896Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities778896Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column778896TotalRevenueColumn
Exclusion$778,896ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
REBATE INCOME9000991081162$1,081,162
PARKING LOT REVENUE900099409902$336,40573497
TELEPHONE900099126363$126,363

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1344571TotalRevenueColumn
Exclusion$1,344,571ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue2961998TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column428030380TotalRevenueColumn
Related Or Exempt Function Income418351409RelatedOrExemptFunctionIncome
Unrelated Business Revenue1101000UnrelatedBusinessRevenue
Exclusion$5,650,393ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3528379Total
Program Services3183883ProgramServices
Management And General344496ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total149478674Total
Program Services135204450ProgramServices
Management And General14274224ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3693639Total
Program Services3351017ProgramServices
Management And General342622ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total16946491Total
Program Services14749011ProgramServices
Management And General2197480ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total9370609Total
Program Services8805906ProgramServices
Management And General564703ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total22252943Total
Program Services1324384ProgramServices
Management And General20928559ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total498438Total
Program Services1000ProgramServices
Management And General497438ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total56533812Total
Program Services54693503ProgramServices
Management And General1840309ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total1506175Total
Program Services67115ProgramServices
Management And General1439060ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total12023654Total
Program Services10581045ProgramServices
Management And General1442609ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total64691Total
Program Services48100ProgramServices
Management And General16591ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1955283Total
Program Services467679ProgramServices
Management And General1487604ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total438309Total
Program Services372435ProgramServices
Management And General65874ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total121889Total
Program Services99695ProgramServices
Management And General22194ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total4075803Total
Program Services4075803ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total18930796Total
Program Services18930796ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total4641218Total
Program Services4641218ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MEDICAL / SURGICAL SUPPLIES3462650034602197243030
IMPLANTS / PROSTHESES2337898923378967220
PHARMACEUTICALS16977272169770961760
BAD DEBT153306071533060700
FOOD SERVICE477618745713262048610

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total9407958Total
Program Services7009318ProgramServices
Management And General2398640ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total410558316Total
Program Services362466551ProgramServices
Management And General48091765ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY30281BOY
EOY97084EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1743080BOY
EOY1938939EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY46499180BOY
EOY51742422EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY6545399BOY
EOY6011820EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY912362BOY
EOY1079543EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis348272387LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec249222190LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY107526509BOY
EOY99050197EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY48044687BOY
EOY54151912EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2503348BOY
EOY2678982EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY213804846BOY
EOY216750899EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY42003418BOY
EOY43433174EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY249328BOY
EOY146562EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY10343BOY
EOY16249EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY2366774BOY
EOY1896411EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY31740136BOY
EOY31465261EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY76369999BOY
EOY76957657EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY109139988BOY
EOY110784497EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2417251BOY
EOY3034398EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY25877608BOY
EOY25974347EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY137434847BOY
EOY139793242EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY213804846BOY
EOY216750899EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses17472064ReconcilationRevenueExpenses
Reconcilation Other Changes-15113669ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1925817OtherCostOrOtherBasis
Book Value1925817BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis118837663OtherCostOrOtherBasis
Depreciation77112315Depreciation
Book Value41725348BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1178061OtherCostOrOtherBasis
Depreciation512568Depreciation
Book Value665493BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis224123309OtherCostOrOtherBasis
Depreciation170903515Depreciation
Book Value53219794BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis2207537OtherCostOrOtherBasis
Depreciation693792Depreciation
Book Value1513745BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings99050197TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
RESTRICTED INVESTMENT FUNDS52579971F
GREATER CHES SURGERY CTR1131972F
JPB PARTNERSHIP439969F
FieldValueIRS element (for citing)
Total Of Book Value Securities54151912TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (6 entries)

DescriptionDescriptionAmountAmount
ADVANCES FROM 3RD PARTY PAYORS$11,046,702
CREDIT BALANCE PATIENT A/R$2,266,872
WORKERS COMP$1,562,526
STOCK OPTION PLAN$951,364
DEFERRED COMPENSATION LIABILITY$242,337
OTHER LIABILITIES$15,395,460
FieldValueIRS element (for citing)
Total Of Amounts31465261TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierFIN 48 FOOTNOTEIdentifier
Return ReferenceSCHEDULE D, PART XReturnReference
ExplanationINCOME 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 TH 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, 2011.Explanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare
Pcent400XPcent400
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CaretrueAmountsBudgetedForCharityCare
Expenses Exceeded BudgettrueExpensesExceededBudget
Unable To Provide CarefalseUnableToProvideCare
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense8361158TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense8361158NetCommunityBenefitExpense
Percent Of Total Expense0.02120PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense0NetCommunityBenefitExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense0NetCommunityBenefitExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense8361158TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense8361158NetCommunityBenefitExpense
Percent Of Total Expense0.02120PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense2167651TotalCommunityBenefitExpense
Direct Offsetting Revenue6645DirectOffsettingRevenue
Net Community Benefit Expense2161006NetCommunityBenefitExpense
Percent Of Total Expense0.00550PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense17025647TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense17025647NetCommunityBenefitExpense
Percent Of Total Expense0.04310PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense15487665TotalCommunityBenefitExpense
Direct Offsetting Revenue10289661DirectOffsettingRevenue
Net Community Benefit Expense5198004NetCommunityBenefitExpense
Percent Of Total Expense0.01320PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense1061881TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense1061881NetCommunityBenefitExpense
Percent Of Total Expense0.00270PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense59361TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense59361NetCommunityBenefitExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense35802205TotalCommunityBenefitExpense
Direct Offsetting Revenue10296306DirectOffsettingRevenue
Net Community Benefit Expense25505899NetCommunityBenefitExpense
Percent Of Total Expense0.06470PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense44163363TotalCommunityBenefitExpense
Direct Offsetting Revenue10296306DirectOffsettingRevenue
Net Community Benefit Expense33867057NetCommunityBenefitExpense
Percent Of Total Expense0.08590PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Total Community Building Expense172418TotalCommunityBuildingExpense
Direct Offsetting Revenue29873DirectOffsettingRevenue
Net Community Building Expense142545NetCommunityBuildingExpense
Percent Of Total Expense0.00040PercentOfTotalExpense

Health Improvement Advocacy HealthImprovementAdvocacy

FieldValueIRS element (for citing)
Total Community Building Expense29671TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense29671NetCommunityBuildingExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense410TotalCommunityBuildingExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Building Expense410NetCommunityBuildingExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense202499TotalCommunityBuildingExpense
Direct Offsetting Revenue29873DirectOffsettingRevenue
Net Community Building Expense172626NetCommunityBuildingExpense
Percent Of Total Expense0.00040PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$9,566,299BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare0AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare0CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall0MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1Union Memorial HospitalBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line1201 East University ParkwayAddressLine1
CityBaltimoreCity
StateMDState
ZIP Code21218ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Teaching HospitalXTeachingHospital
Er24 HoursXEr24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1Union Memorial HospitalBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber

Form990 Schedule H Part VI Form990ScheduleHPartVI (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CHARITY CARE AT COSTPART I, LINE 7AMARYLAND'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 MEDICAIDPART I, LINE 7BMARYLAND'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 EDUCATIONPART I, LINE 7FMARYLAND'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 $15,330,607 HAS BEEN REMOVED FROM TOTAL EXPENSE TO CALCULATE THE PERCENTAGE IN COLUMN (F).
BAD DEBTPART III, LINE 4MEDSTAR 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 ASSESSMENTPART VI, LINE 2AS A COMMUNITY PARTNER, MEDSTAR UNION MEMORIAL HOSPITAL (MUMH) WORKS COLLABORATIVELY WITH LOCAL PARTNERS TO IDENTIFY KEY HEALTH NEEDS. PARTNERS INCLUDE, BUT ARE NOT LIMITED TO: THE BALTIMORE CITY DEPARTMENT OF HEALTH, NOT-FOR-PROFIT AND SOCIAL SERVICE AGENCIES, SCHOOLS AND UNIVERSITIES, FAITH BASED ORGANIZATIONS AND COMMUNITY BASED COALITIONS. LOCAL, STATE AND NATIONAL HEALTH GOALS ARE ALSO USED TO ASSESS THE NEEDS OF THE COMMUNITY. IN ADDITION, HOSPITAL SERVICE UTILIZATION PATTERNS, SUCH AS THE CAUSES OF EMERGENCY ROOM VISITS AND INPATIENT ADMISSIONS HELP DETERMINE THE HEALTH NEEDS OF THE COMMUNITY. AS A PROUD MEMBER OF MEDSTAR HEALTH, REPRESENTATIVES FROM MUMH ALSO 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 ASSISTANCEPART VI, LINE 3AS 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 OR 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 ENROLLMENT IN PUBLICLY-FUNDED PROGRAMS FOR THE UNINSURED (E.G., D.C. HEALTHCARE ALLIANCE). " 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 MEDSTAR HEALTH FACILITY (IN COOPERATION AND CONSULTATION WITH THE FINANCE DIVISION OF MEDSTAR HEALTH) WILL SPECIFY THE COMMUNITIES IT SERVES BASED ON THE GEOGRAPHIC AREAS IT HAS SERVED HISTORICALLY FOR THE PURPOSE OF IMPLEMENTING THIS POLICY. 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. 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.
COMMUNITY INFORMATIONPART VI, LINE 4GEOGRAPHIC: 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 (63.5%) AND ONE-THIRD CAUCASIAN (33.5%) AND SPLIT ALMOST EVENLY BETWEEN MALES (46.6%) AND FEMALES (53.5%). THE MEDIAN AGE IS 34 YEARS AND AVERAGE LIFE EXPECTANCY IS 72.9 YEARS OF AGE. THE MEDIAN HOUSEHOLD INCOME IS $38,772, WITH 17.0% OF HOUSEHOLDS LIVING AT OR BELOW THE FEDERAL POVERTY LINE. ADDITIONALLY, AN ESTIMATED 9.5% OF BALTIMORE COUNTY RESIDENTS AND 15.2% OF BALTIMORE CITY RESIDENTS ARE UNINSURED, WHILE 8.5% AND 8.3% OF BALTIMORE COUNTY AND BALTIMORE CITY RESIDENTS, RESPECTIVELY, RECEIVE MEDICAID.
PROMOTION OF COMMUNITY HEALTHPART VI, LINE 5AS A COMMUNITY PARTNER, MUMH ENGAGES IN A NUMBER OF COMMUNITY BENEFIT ACTIVITIES TO IMPROVE AND PROMOTE THE HEALTH AND WELL-BEING OF THE COMMUNITY. A PARTNERSHIP WITH SHEPHERD'S CLINIC, A NURSE EXTERN PROGRAM, AND COMMUNITY SPONSORSHIPS ARE THREE EXAMPLES OF COMMUNITY BUILDING ACTIVITIES. SHEPHERD'S CLINIC IS A HEALTH CARE CLINIC FOR UNINSURED RESIDENTS OF BALTIMORE. A TEAM OF 250 VOLUNTEERS MANAGE APPROXIMATELY 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. MUMH DOCTORS, RETIRED DOCTORS, NURSES AND THERAPISTS ARE MAINSTAYS OF THE VOLUNTEER WORKFORCE, AND THE HOSPITAL'S THIRD-YEAR MEDICAL RESIDENTS EACH SPEND TWO TO FOUR WEEKS WORKING AT THE CLINIC. MUMH ALSO PROVIDES A PAID MEDICAL DIRECTOR AND SUPERVISOR. MEDSTAR UNION MEMORIAL HOSPITAL PROVIDES AN ASSORTMENT OF SUBSIDIES TO MEET THE NEEDS OF ITS PATIENT POPULATION AND ITS COMMUNITY. HOSPITALIST SUBSIDIES ENSURE 24/7 SERVICES IN THE HOSPITAL AND FOCUS ON PREVENTIVE HEALTH MEASURES AND HEALTH STATUS IMPROVEMENT FOR THE COMMUNITY. OUTPATIENT RENAL REIMBURSEMENT DOES NOT EXCEED THE COST OF PROVIDING THE PROGRAM, HOWEVER, RENAL SERVICES ARE NEEDED IN THE COMMUNITY AND THIS SERVICE IS PROVIDED AT A NEGATIVE MARGIN. OTHER SUBSIDIES INCLUDE PSYCHIATRY, EMERGENCY ROOM, AND PEDIATRIC SERVICES.
AFFILIATED HEALTH CARE SYSTEMPART VI, LINE 6AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR UNION MEMORIAL HOSPITAL 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 HOSPITAL WITH TECHNICAL SUPPORT TO ENHANCE COMMUNITY HEALTH PROGRAMMING AND EVALUATION. MEDSTAR'S CORPORATE PHILANTHROPY DIVISION IDENTIFIES PUBLIC AND PRIVATE FUNDING SOURCES TO ENSURE THE AVAILABILITY OF HIGH QUALITY HEALTH SERVICES, REGARDLESS OF ABILITY TO PAY.
STATE FILING OF COMMUNITY BENEFIT REPORTPART VI, LINE 7THE COMMUNITY BENEFIT REPORT FOR MEDSTAR UNION MEMORIAL HOSPITAL IS ONLY FILED IN THE STATE OF MARYLAND.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
KENNETH A SAMET
0118016301354791059014001127970194680325735900
HARRISON RIDER III
0171424022790750517300103660567650517341537300
STUART BELL
335753011613600078220196860479397000
JOSEPH SMITH
240241087662000108430130310351777000
BRADLEY CHAMBERS
387257019596800087810156950607701000
LESLIE MATTHEWS MD
9887770500000002322301860701080607000
STEPHEN KOENIGSBERG
17661602484000023210124040216181000
SHARON BOTTCHER
17105502550000016199075540220308000
CHERYL LUNNEN
1571600000096620141150180937000
NEIL MACDONALD
155962029831000204690121830218445000
RICHARD LEVINE
78511302005750001225001754301015481000
FRANK EBERT
1306450018655400038250710601503935000
PAUL ASDOURIAN
9510890257670001880185040995548000
HENRY BOUCHER
824929020617200054901785301049503000
JOHN WANG
7757180000083900175840801692000
PHILIP BUESCHER MD
115373000006467012860123126000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSOCIAL CLUB DUESIdentifier
Return ReferenceSCHEDULE J, PART I, LINE 1ReturnReference
ExplanationTHE 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 KENNETH SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B) (III) INCLUDES $568,506 REPRESENTING MR. SAMET'S ACCRUED BENEFIT IN A SUPPLEMENTAL RETIREMENT PLAN, WHICH WAS EARNED DURING THE PAST 22 YEARS OF SERVICE. THIS AMOUNT WAS NOT ACTUALLY PAID TO MR. SAMET, BUT WAS REPORTED AS COMPENSATION UNDER FICA TAX-REPORTING RULES. HARRISON RIDER HARRISON RIDER'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B) (III) INCLUDES $143,394 REPRESENTING THE AMOUNT OF SUPPLEMENTAL RETIREMENT BENEFIT PAYMENTS RELATING TO PRIOR YEARS OF SERVICE. IN ADDITION, PART II, COLUMN (B)(III) INCLUDES $275,561 RELATING TO INCOME REALIZED IN THE CURRENT YEAR FROM A DISTRIBUTION TO MR. RIDER FROM A NONQUALIFIED DEFERRED COMPENSATION PLAN.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
GREATER CHESAPEAKE ORTHOPEDIC ASSOC
See Schedule L, Part V6700000Management & support servicesfalse
GREATER CHESAPEAKE ORTHOPEDIC ASSOC
See Schedule L, Part V6700000Management & support servicesfalse
GREATER CHESAPEAKE ORTHOPEDIC ASSOC
See Schedule L, Part V6700000Management & support servicesfalse
GREATER CHESAPEAKE ORTHOPEDIC ASSOC
See Schedule L, Part V6700000Management & support servicesfalse
GREATER CHESAPEAKE ORTHOPEDIC ASSOC
See Schedule L, Part V6700000Management & support servicesfalse

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierBUSINESS TRANSACTION INVOLVING INTERESTED PERSONIdentifier
Return ReferenceSCHEDULE L, PART IVReturnReference
ExplanationDOCTORS LESLIE MATTHEWS (A BOARD MEMBER OF UNION MEMORIAL HOSPITAL), FRANK EBERT, RICHARD LEVINE, HENRY BOUCHER, AND PAUL ASDOURIAN (ALL HIGHLY COMPENSATED EMPLOYEES OF UNION MEMORIAL HOSPITAL) EACH OWN MORE THAN 5% OF GREATER CHESAPEAKE ORTHOPEDIC ASSOCIATES, LLC (GCOA), WHICH PROVIDES PRACTICE MANAGEMENT AND SUPPORT SERVICES TO UNION MEMORIAL HOSPITAL'S ORTHOPEDIC SURGEONS. GCOA'S GROSS REVENUES RECEIVED FROM THE HOSPITAL FOR THESE SERVICES FOR THE YEAR WAS $6.7M.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXEMPT PURPOSE ACHIEVEMENTSPART III, LINE 4ATHE 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. 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 MEMEBRSPART VI, LINE 7AAS 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 BODYPART VII, LINE 7BAS 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 990PART VI, LINE 11BTHE 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 POLICYPART VI, LINE 12CAPPOINTMENT OF BOARDS OF DIRECTORS MEDSTAR HEALTH (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS, PRIOR TO THEIR APPOINTMENT OR ELECTION, TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTION WITH MEDSTAR THAT WOULD RESULT IN A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. ANNUAL DISCLOSURES - ALL OFFICERS, DIRECTORS, AND SENIOR MANAGERS ALL OFFICERS, DIRECTORS AND SENIOR MANAGERS ARE REQUIRED, NOT LESS THAN ANNUALLY, TO COMPLETE A SURVEY OF QUESTIONS CONCERNING ANY TRANSACTIONS OR RELATIONSHIPS WHICH WOULD OR COULD REPRESENT A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED.
EXECUTIVE COMPENSATION PROCESSPART VI, LINE 15THE 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 AVAILABILITYPART VI, LINE 19MEDSTAR 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 REPORTINGPART XI, LINE 2CTHE 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 ASSETSPART XI, LINE 5EQUITY TRANSFERS- NET ASSETS..........................$ (21,047,119) UNREALIZED GAIN ON INVESTMENTS......................... 5,933,450 ============= TOTAL $ (15,113,669)
HOURS DEVOTED FOR RELATED ORGANIZATIONFORM 990 PART VIINAME:KENNETH A SAMET TITLE:DIRECTOR HOURS:40

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Medstar Health Anesthesia Services D LLC
201 East University ParkwayBaltimoreMD21218205909921Health SvcsMD109541931737090na
BaltimoreWashington Pathology Group LLC
201 East University ParkwayBaltimoreMD21218522242146Health SVCSMD784182190386na
Union Memorial Imaging LLC
201 East University ParkwayBaltimoreMD21218272549579Health SvcsMD2415643428252NA

Form990 Schedule R Part II Form990ScheduleRPartII (40 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Church Home Corporation
5565 Sterrett Place 5th FloorColumbiaMD21044237374724Medical FundMD501(c)(3)PFNA
Franklin Square Hospital Center Inc
9000 Franklin Square DriveBaltimoreMD21237520608007HospitalMD501(c)(3)3NA
Harbor Hospital Inc
3001 South Hanover StreetBaltimoreMD21225520491660HospitalMD501(c)(3)3NA
Medstar Health Inc
5565 Sterrett Place 5th FloorColumbiaMD21044522087445Medical SvcsMD501(c)(3)11b IINA
Montgomery General Hospital
18101 Prince Philip DriveOlneyMD20832520646893HospitalMD501(c)(3)3NA
The Good Samaritan Hospital of Maryland
5601 Loch Raven BlvdBaltimoreMD21239520591607HospitalMD501(c)(3)3NA
Medstar Research Institute
108 Irving Street NWWashingtonDC20010526056274HospitalDC501(c)(3)3NA
The Medstar-Georgetown Medical Center I
Hopsital Admin 1 Main BldgWashingtonDC20007522218584HospitalDC501(c)(3)3NA
Washington Hospital Center Corporation
110 Irving Street NWWashingtonDC20010521272129HospitalDC501(c)(3)3NA
HH Medstar Health Inc
5565 Sterrett Place 5th FloorColumbiaMD21044521542230Medical SvcsMD501(c)(3)11b IINA
Bay Development Corp
5565 Sterrett Place 5th FloorColumbiaMD21044521132992FoundationMD501(c)(3)11a INA
Bay Life Services Inc
5565 Sterrett Place 5th FloorColumbiaMD21044521496539Mental HealthMD501(c)(3)9NA
MedStar Surgery Center Inc
4061 Powdermill Road Suite 210CalvertonMD20705521061679Medical SvcsMD501(c)(3)9NA
Church Home and Hospital of the City of
5565 Sterrett Place 5th FloorColumbiaMD21044520591600HospitalMD501(c)(3)3NA
Foundation for Georgetown University Hos
Hopsital Admin 1 Main BldgWashingtonDC20007522339873FoundationDC501(c)(3)11a INA
Franklin Square Hospital Center Foundati
9000 Franklin Square DriveBaltimoreMD21237522329546FoundationMD501(c)(3)11a INA
Good Samaritan Hospital Foundation Inc
5601 Loch Raven BlvdBaltimoreMD21239522307122FoundationMD501(c)(3)11a INA
Good Samaritan Nursing Center Inc
5601 Loch Raven BlvdBaltimoreMD21239521672866Medical SvcsMD501(c)(3)9NA
GS Housing Inc
5601 Loch Raven BlvdBaltimoreMD21239521481656Elder HousingMD501(c)(3)9NA
GS Properties Inc
5601 Loch Raven BlvdBaltimoreMD21239521429853Admin SvcsMD501(c)(3)11a INA
Harbor Hospital Foundation Inc
3001 South Hanover StreetBaltimoreMD21225521284532FoundationMD501(c)(3)11a INA
Medstar Health Infusion Inc
4061 Powdermill Road Suite 210CalvertonMD20705521980510Medical SvcsMD501(c)(3)9NA
Medstar Health Visiting Nurses Associati
4061 Powdermill RoadCalvertonMD20705530196597Medical SvcsMD501(c)(3)9NA
Medstar Long Term Care Corporation
4061 Powdermill Road Suite 210CalvertonMD20705521489097HospitalMD501(c)(3)3NA
Medstar VNA Healthcare
4061 Powdermill Road Suite 210CalvertonMD20705521458516Medical SvcsMD501(c)(3)9NA
MGH Community Health Inc
18101 Prince Philip DriveOlneyMD20832521372467Medical SvcsMD501(c)(3)9NA
MGH Health Foundation Inc
18101 Prince Philip DriveOlneyMD20832521129959FoundationMD501(c)(3)7NA
MGH Health Services Inc
18101 Prince Philip DriveOlneyMD20832521366812FoundationMD501(c)(3)11a INA
MGH Women's Board
18101 Prince Philip DriveOlneyMD20832526039600FoundationMD501(c)(3)11a INA
National Rehabilitation Hospital
102 Irving Street NWWashingtonDC20010521369749HospitalDC501(c)(3)3NA
Regional Rehab at Olney Inc
18101 Prince Philip DriveOlneyMD20832522310902Medical SvcsMD501(c)(3)3NA
Suburban NRH Medical Rehabilitation I
102 Irving Street NWWashingtonDC20010521931151Medical SvcsDC501(c)(3)3NA
The Thomas O'Neil Catholic Health Care F
5601 Loch Raven BlvdBaltimoreMD21239521104382FoundationMD501(c)(3)11a INA
Union Memorial Hospital Foundation Inc
201 East University ParkwayBaltimoreMD21218521446828FoundationMD501(c)(3)11a INA
VNA Inc
4061 Powdermill Road Suite 210CalvertonMD20705521332411Admin SvcsMD501(c)(3)11a INA
WHC Foundation Inc
110 Irving Street NWWashingtonDC20010521791670FoundationDC501(C)(3)11a INA
Woodbourne Woods Inc
5601 Loch Raven BlvdBaltimoreMD21239522299070Elder HousingMD501(c)(3)9NA
Hospice of St Mary's Inc
PO Box 527LeonardtownMD20650522153926Support OrgMD501(c)(3)11b IINA
St Mary's Hospital of St Mary's County
25500 Point Lookout RoadLeonardtownMD20650520619006HospitalMD501(c)(3)3NA
St Mary's Hospital Foundation Inc
PO Box 527LeonardtownMD20650521051368Support OrgMD501(c)(3)11d IIINA

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
Surgicenter at Pasadena LLC
5565 Sterrett Place 5th FloorColumbiaMD21044522009504MEDICAL SERVICESMDNARELATEDfalsefalse
SJMC-RA LLC
5565 Sterrett Place 5th FloorColumbiaMD21044753160895RADIATION THERAPYMDNARELATEDfalsefalse
Physician Imaging of Washington Hospital
6525 Belcrest Road Suite G 50HyattsvilleMD20782562616090Lab ServicesMDNARELATEDfalsefalse

Form990 Schedule R Part IV Form990ScheduleRPartIV (19 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityLegal Domicile Foreign CountryLegalDomicileForeignCountry
MedStar Pharmacies Inc
5565 Sterrett Place 5th FloorColumbiaMD21044521513056Drug SalesMDNAC Corp
ExtenCare Inc
5565 Sterrett Place 5th FloorColumbiaMD21044521556228MEDICAL SERVICESMDNAC Corp
Helix Resources Management Inc
5565 Sterrett Place 5th FloorColumbiaMD21044521913070ADMIN SERVICESMDNAC Corp
HelixCare Medical Group LLC
5565 Sterrett Place 5th FloorColumbiaMD21044521955580MEDICAL SERVICESMDNAC Corp
HelixCare Properties LLC
5565 Sterrett Place 5th FloorColumbiaMD21044521966695MEDICAL SERVICESMDNAC Corp
Parkway Ventures Inc
5565 Sterrett Place 5th FloorColumbiaMD21044521893569HOLDING COMPANYMDNAC Corp
Physicians Administrative Services Inc
5565 Sterrett Place 5th FloorColumbiaMD21044237042074BILLING SERVICESMDNAC Corp
MedStar Family Choice Inc
5565 Sterrett Place 5th FloorColumbiaMD21044521995521Managed CareMDNAC Corp
Medstar Enterprises Inc
4061 Powdermill Road Suite 210CalvertonMD20705522139841ADMIN SERVICESMDNAC Corp
Nascott Inc
4061 Powdermill Road Suite 210CalvertonMD20705521693808MEDICAL SERVICESMDNAC Corp
Star Billing Inc
4061 Powdermill Road Suite 210CalvertonMD20705521850113BILLING SERVICESMDNAC Corp
Washington Risk Network Management Inc
4061 Powdermill Road Suite 210CalvertonMD20705522132677MEDICAL SERVICESMDNAC Corp
Washington Hospital Center Physician Hos
100 Irving Street NWWashingtonDC20010521931000MEDICAL SERVICESMDNAC Corp
Medstar Physician Partners Inc
4061 Powdermill Road Suite 210CalvertonMD20705522030809MEDICAL SERVICESMDNAC Corp
NRH Ambulatory Services Inc
102 Irving Street NWWashingtonDC20010521930165REHAB SERVICESMDNAC Corp
Franklin Square Drive Land Condo Associa
5565 Sterrett Place 5th FloorColumbiaMD21044760756352CONDO OWNER ASSOCMDNAC Corp
MGH Diversified Services Inc
18101 Prince Philip DriveOlneyMD20832521943602MEDICAL SERVICESMDNAC Corp
St Mary's Health Alliance Inc
25500 Point Lookout RoadLeonardtownMD20650521930331MEDICAL SERVICESMDNAC Corp
Greenspring Financial Insurance Limited
980188617InsuranceNAC CorpCJ
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg