2019-05-14T17:43:44-05:00 2018-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2017-07-01 520445374 Civista Medical Center Inc % ERIK BOAS CIVI 3016094130 PO Box 1070 La Plata MD 20646 ALBERT ZANGER VICE PRESIDENT/CFO 3016094130 2019-05-07 true Frank Giardini P00532355 2155614200 2019-05-07 209.220.136.124 23695320191345000029 2019-05-14 P 6C78E5C2C9CFDA217BB1DC8554CE16A03C3903FC 8368FFE12CE24C0281507B4769D0368EE4BA05B9 2017 2019-02-21 02:37:17Z UM Charles Regional Medical Center Noel Cervino 5 Garrett Ave La Plata MD 20646 143767740 false X www.charlesregional.org X 1980 MD CIVISTA MEDICAL CENTER, INC. IS A COMPONENT OF A REGIONAL INTEGRATED HEALTH SYSTEM SERVING THE HEALTH NEEDS OF CHARLES COUNTY AND THE CITIZENS OF SOUTHERN MARYLAND. 16 12 1101 175 73565 -69049 199586 105000 137873060 142325452 955981 786906 506668 550382 139535295 143767740 6500 0 0 0 55921816 56241051 0 0 0 70969359 74261222 126897675 130502273 12637620 13265467 158482503 170040930 86279737 82330029 72202766 87710901 X CIVISTA MEDICAL CENTER, INC. (DOING BUSINESS AS UM CHARLES REGIONAL MEDICAL CENTER, (CRMC)) IS A COMPONENT OF A REGIONAL INTEGRATED HEALTHCARE SYSTEM CREATED TO PROVIDE EXCELLENCE IN ACUTE HEALTHCARE AND PREVENTIVE SERVICES IN CHARLES COUNTY AND THE SURROUNDING COMMUNITIES. false false 112148208 0 142378795 SEE SCHEDULE O. 112148208 true true false true false false false false false false true true false true 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 false true false false false true 153 0 true 1101 true true true false false false false false false false false false X 16 12 false false false false true true true true true false false true true true true true true true true true true MD X ERIK BOAS 3016094130 5 GARRETT AVE La Plata MD 20646 X Shelly Culhane Board Chair 1.0 1.0 X X 0 0 0 R Wayne Barnes Board Vice Chair 1.0 1.0 X X 0 0 0 Austin Joseph Slater Secretary/Treasurer 1.0 1.0 X X 0 0 0 Dianna Abney MD Director 1.0 1.0 X 0 0 0 Brianna Bowling Director 1.0 1.0 X 0 0 0 Jon P Burns Director 1.0 41.0 X 0 662095 21320 Michael Cady Director 1.0 1.0 X 0 0 0 Anthony B Covington Director 1.0 1.0 X 0 0 0 Richard Ferraro MD Director 1.0 1.0 X 0 0 0 B Larry Jenkins Jr MD Director 1.0 1.0 X 0 0 0 Louis Jenkins Jr Director 1.0 1.0 X 0 0 0 Matthew M Martin Director 1.0 2.0 X 0 0 0 Ashvin J Patel MD Director 1.0 1.0 X 0 0 0 Charles Rosenfield Director 1.0 1.0 X 0 0 0 Robert A Chrencik President and CEO - UMMS 1.0 54.0 X 0 2590028 25019 Noel A Cervino President and CEO 40.0 10.0 X X 663929 0 26492 Erik Boas SVP Finance and CFO 40.0 5.0 X 356543 0 11152 Dana Levy Chief Nursing Officer 40.0 0.0 X 229975 0 29646 Joseph D Moser SVP and Chief Medical Officer 40.0 0.0 X 414300 0 49600 Paul Blackwood VP Planning 40.0 0.0 X 267959 0 18951 William Grimes VP Ancilliary Services 40.0 0.0 X 269904 0 7660 Marilyn Gregory RN 40.0 0.0 X 174200 0 7753 Katherine Middleton RN 40.0 0.0 X 176991 0 5129 Gabriel Abiola Clinical Pharmacist 40.0 0.0 X 167152 0 8629 2720953 3252123 211351 43 false true false Maryland Inpatient Care Specialists 7250 Parkway Drive Suite 500 HANOVER MD 21076 Physician Services 3098525 Crothall Healthcare 13028 Collections Center Drive CHICAGO IL 60693 Environmental Servs 1788745 Emergency Medicine Associates 20010 Century Blvd Suite 200 GERMANTOWN MD 20874 Contracted Staffing 1496723 Healogics Wound Care 28525 Network Place CHICAGO IL 60673 Wound Care Services 1027056 Newbridge Anesthesia PO Box 822861 PHILADELPHIA PA 19182 Physician Services 770004 46 105000 0 105000 NET PATIENT REVENUE 900099 142325452 142325452 142325452 144819 144819 0 0 0 0 0 642087 642087 642087 642087 0 0 0 0 0 0 0 0 0 CAFETERIA & COFFEE BAR SALES 900099 359123 359123 ANSWERING SERVICE 561000 73565 73565 MEDICAL RECORDS 900099 64351 64351 53343 53343 550382 143767740 142378795 73565 1210380 X 0 0 0 0 1664747 644275 1020472 0 43831296 37256602 6574694 2266951 1926908 340043 5229536 4445106 784430 3248521 2761243 487278 0 171166 171166 0 56443 56443 0 0 25460020 22493495 2966525 54341 54341 3099686 3099686 0 0 3303668 2808118 495550 51831 44056 7775 0 79885 67902 11983 2359214 2005332 353882 0 6005135 5104365 900770 3949058 3821218 127840 SUPPLIES AND DRUGS 15885959 15885959 BAD DEBT 7498102 7498102 PURCHASED SERVICES 4272816 3631894 640922 EQUIPMENT SERVICE CONTRACTS 789523 671095 118428 1224375 1082538 141837 130502273 112148208 18354065 0 8549521 3954691 0 0 0 0 8559999 10784422 0 0 0 0 0 0 1391364 1680379 794618 619052 129653233 55502639 75725035 74150594 11651000 13472000 19494373 19745505 0 0 0 0 32316593 45634287 158482503 170040930 12671516 9786350 0 0 0 0 0 0 0 0 0 0 4411514 3280301 0 0 69196707 69263378 86279737 82330029 X 72110169 87710901 92597 0 0 0 72202766 87710901 158482503 170040930 X 13265467 352952 1889716 X false true X true true true X false false false false false false false true 49200 false true 7243 56443 false LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINES 1G AND 1I DIRECT LOBBYING EFFORTS RELATE TO FEDERAL, STATE AND LOCAL LEGISLATION AFFECTING HEALTH CARE ISSUES. THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE MARYLAND HOSPITAL ASSOCIATION (MHA) AND THE AMERICAN HOSPITAL ASSOCIATION (AHA). MHA AND AHA ENGAGE IN MANY SUPPORT ACTIVITIES INCLUDING LOBBYING AND ADVOCATING FOR THEIR MEMBER HOSPITALS. THE MHA AND AHA REPORTED THAT 6.6% AND 22.98% OF MEMBER DUES WERE USED FOR LOBBYING PURPOSES AND AS SUCH, THE ORGANIZATION HAS REPORTED THIS AMOUNT ON SCHEDULE C PART II-B AS LOBBYING ACTIVITIES. 77077399 22731412 54345987 1687305 618768 1068537 48301689 32152459 16149230 2586840 2586840 74150594 OTHER SECURITIES 19745505 F 19745505 CAPITAL CARRYOVER 13434000 DUE FROM AFFILIATES 8668526 MALPRACTICE TRUST FUNDS 7392161 TERRAPIN REINSURANCE 5703517 ECONOMIC INTEREST-NET ASSETS 5265110 INV. CHES POTOMAC HEALTHCARE 3838312 OTHER CURRENT RECEIVABLES 714583 MALPRACTICE CURRENT PORTION 484144 PHYSICIAN LOANS 131259 SECURITY DEPOSITS 2675 45634287 0 DUE TO AFFILIATES 48229568 ACCRUED PENSION COSTS 6287232 TERRAPIN REINSURANCE 5703517 MALPRACTICE IBNR 4838078 ADVANCES FROM THIRD PARTIES 3508427 LEASE LIABILITIES 421329 HCCF ASSESSMENT LIABILITY 275227 69263378 X LIABILITY FOR UNCERTAIN TAX POSITION (ASC 740) SCHEDULE D, PART X, LINE 2 THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED. true true true X true X true true true false true true 722262 722262 0.00590 722262 722262 0.00590 844043 71 843972 0.00690 238411 238411 0.00190 6521569 6521569 0.05300 75215 75215 0.00060 7679238 71 7679167 0.06240 8401500 71 8401429 0.06830 93832 30000 63832 0.00050 441 441 51880 51880 0.00040 146153 30000 116153 0.00090 true 5518508 51269008 43995642 7273366 X true true 1 1 Civista Medical Center Inc 5 Garrett Ave La Plata MD 20646 www.charlesregional.org 08-001 X X X 1 Civista Medical Center Inc 1 false false true X X X X X X X X X 17 true false true true X HTTP://WWW.UMMS.ORG/CHARLES/COMMUNITY true 17 true HTTP://WWW.UMMS.ORG/CHARLES/COMMUNITY false true X 200. 300. X X X X X true true X X X true X https://www.umms.org/charles X https://www.umms.org/charles X https://www.umms.org/charles X X X X X X true X false X X X X true X false false INPUT FROM INDIVIDUALS REPRESENTING THE COMMUNITY SCHEDULE H, PART V, LINE 5 FROM JULY 2017 TO MARCH 2018, University of Maryland Charles Regional Medical Center (CRMC) UNDERTOOK A COMPREHENSIVE ASSESSMENT OF THE HEALTH NEEDS OF CHARLES COUNTY, MARYLAND. TO PROVIDE A COMPREHENSIVE ASSESSMENT OF THE HEALTH NEEDS OF THE COUNTY, A FIVE METHOD PLAN WAS DEVELOPED WHICH INCLUDED 5 DIFFERENT SOURCES OF DATA: A LONG ONLINE SURVEY OF CHARLES COUNTY RESIDENTS PERCEPTIONS OF HEALTH AND HEALTH BEHAVIORS, A SHORT PAPER SURVEY ON HEALTH PERCEPTIONS THROUGHOUT THE COUNTY, 5 FOCUS GROUPS WITH COMMUNITY LEADERS, CITIZENS, AND STAKEHOLDERS, 9 KEY INFORMANT INTERVIEWS ON BEHAVIORAL HEALTH, AND A QUANTITATIVE DATA ANALYSIS OF SECONDARY, PUBLISHED DATA. DATA COLLECTION OCCURRED BETWEEN JULY 2017 AND FEBRUARY 2018. THE USE OF THE MULTIPLE DATA COLLECTION METHODS STRENGTHENED THE VALIDITY OF THE ASSESSMENT'S FINDINGS AS WELL AS ENSURING THAT CHARLES COUNTY RESIDENTS HAD AN OPPORTUNITY TO PARTICIPATE IN THE ASSESSMENT PROCESS AND TO FEEL INVESTED IN ITS OUTCOME. FIVE FOCUS GROUPS WERE PERFORMED THROUGHOUT THE COUNTY BETWEEN JULY 2017 AND FEBRUARY 2018. THE FOCUS GROUP TOPICS INCLUDED: CHRONIC DISEASE SPECIFIC HEALTH, COUNTY LEADERSHIP, YOUTH THROUGH THE SCHOOL NURSES, REPRODUCTIVE AND INFANT HEALTH, AND ACCESS TO CARE. APPROXIMATELY 128 PEOPLE PARTICIPATED IN THE COUNTY FOCUS GROUPS. PARTICIPANTS REPRESENTED ALL SERVICE ORGANIZATIONS WITHIN THE COMMUNITY. THEY PROVIDE SERVICES TO ALL FACETS OF THE COMMUNITY INCLUDING WOMEN, INFANTS, SCHOOL AGED CHILDREN, THOSE WHO ARE INCARCERATED, THOSE WITH MENTAL HEALTH PROBLEMS, THOSE WITH FINANCIAL/HOUSING/EMPLOYMENT/HEALTH ISSUES, THE UN-AND UNDERINSURED, THE HUNGRY, THOSE WITH CHRONIC HEALTH CONDITIONS, THE HOMELESS, THE ELDERLY, COLLEGE STUDENTS, MEDICALLY UNDERSERVED, ALL FAITHS AND RELIGIONS, AND MINORITIES. 846 CHARLES COUNTY RESIDENTS COMPLETED THE 27 QUESTION ONLINE SURVEY THAT WAS CREATED USING SURVEY MONKEY. THE LINK TO THE SURVEY WAS AVAILABLE ON THE CRMC WEBSITE AND THE CHARLES COUNTY DEPARTMENT OF HEALTH WEBSITE. THE FIRST SECTION OF THE SURVEY ASKED PARTICIPANTS ABOUT THEIR PERCEPTION OF HEALTH AND HEALTH SERVICES WITHIN THE COUNTY. THE SECOND SECTION ASKED THEM ABOUT THEIR HEALTH BEHAVIORS, IN ORDER TO DETERMINE THEIR RISK FOR THE DEVELOPMENT OF CERTAIN HEALTH CONDITIONS. MOST OF THE RESPONDENTS WERE FROM CHARLES COUNTY (77%). THE SECOND LARGEST PERCENTAGE IS FROM ST MARY'S COUNTY (12%). ONLY 7% REPORTED LIVING OUTSIDE OF SOUTHERN MARYLAND (CHARLES, CALVERT, ST MARY'S, OR PG). APPROXIMATELY 71% OF THE RESPONDENTS WERE BETWEEN THE AGES OF 35-64 YEARS. THE HIGHEST PERCENTAGE WAS IN THE 55-64 YEAR AGE GROUP (25%). THE OVERWHELMING MAJORITY OF THE RESPONDENTS WERE 4 FEMALE (80%). MINORITIES MADE UP 23% OF THE TOTAL 2014 SURVEY POPULATION. AFRICAN AMERICANS COMPRISED 17% OF THE RESPONDENTS. APPROXIMATELY 4% OF THE SURVEY RESPONDENTS SELF-IDENTIFIED AS HISPANIC. THIS IS SIMILAR TO THE COUNTY OVERALL HISPANIC POPULATION OF 5%. THE SURVEY PARTICIPANTS WERE A HIGHLY EDUCATED GROUP WITH 89.97% REPORTING HAVING HAD ANY AMOUNT OF COLLEGE EDUCATION. JUST OVER HALF OF THE GROUP HAD COMPLETED AN UNDERGRADUATE DEGREE OR HIGHER (50.42%). MOST OF THE PARTICIPANTS WERE EMPLOYED AND WORKING FULL-TIME. THE MOST COMMON RESPONSE WAS A HOUSEHOLD INCOME OF $60,000-$120,000 PER YEAR (39.39%). INDIVIDUALS WITH A HOUSEHOLD INCOME LESS THAN $60,000 MADE UP ONE-QUARTER OF THE 2018 SURVEY. NEARLY ALL OF THE SURVEY PARTICIPANTS (97.59%) REPORTED HAVING HEALTH INSURANCE. THE MAJORITY OF THE PARTICIPANTS ALSO REPORTED HAVING DENTAL INSURANCE (85.92%), THOUGH THIS PERCENTAGE IS SMALLER THAN THOSE REPORTING HEALTH INSURANCE. MANY OF THE RESPONDENTS ALSO HAD VISION INSURANCE (72.68%). ONLY 1.56% OF THE SURVEY POPULATION REPORTED HAVING NO TYPE OF INSURANCE. A SHORT 4 QUESTION SURVEY WAS DISTRIBUTED THROUGHOUT THE COUNTY REGARDING PERCEPTIONS OF HEALTH WITHIN THE COUNTY. A TOTAL OF 1,317 SHORT SURVEYS WERE COMPLETED. ONGOING SURVEY COLLECTION WAS CONDUCTED AT THE CHARLES COUNTY DEPARTMENT OF HEALTH'S NURSING, SUBSTANCE ABUSE, AND MENTAL HEALTH CLINICS; CRMC'S URGENT CARE, PRIMARY CARE, AND OBGYN CLINICS 5 AND CARDIAC REHABILITATION PROGRAM; THE CENTER FOR CHILDREN; HEALTH PARTNERS INC; THE WESTERN COUNTY COMMUNITY HEALTH CENTER; LIFELONG LEARNING CENTER; UNIVERSITY OF MARYLAND EXTENSION OFFICE; WHITE PLAINS PRIMARY CARE; CHARLES COUNTY GOVERNMENT; LIFESTYLES OF MARYLAND INC.; CHARLES COUNTY DEPARTMENT OF AGING; AND CAMBRIDGE PEDIATRICS. THE COMMUNITY WAS ALSO SURVEYED AT LARGE EVENTS SUCH AS MISSION OF MERCY, CHARLES COUNTY COMMUNITY RESOURCE DAY, THE CHARLES COUNTY FAIR, THE CANCER WALK IN INDIAN HEAD, AND THE LIVING WELL WITH CHRONIC CONDITIONS SELF-MANAGEMENT CLASSES. A CRITICAL PART OF THE NEEDS ASSESSMENT PROCESS IS TO INVITE THE COMMUNITY TO EXPRESS THEIR PERCEPTIONS OF HEALTH STATUS. QUALITATIVE DATA ACCUMULATED FROM THIS PROCESS WAS USED IN CONJUNCTION WITH THE QUANTITATIVE HEALTH DATA TO DETERMINE THE MOST IMPORTANT HEALTH ISSUES WITHIN THE COUNTY. QUANTITATIVE DATA WAS ANALYZED FOR VARIOUS HEALTH TOPICS INCLUDING: MORTALITY, POPULATION AND DEMOGRAPHIC DATA, NATALITY, INFANT MORTALITY, HEART DISEASE, STROKE, HYPERTENSION, ACCESS TO HEALTH CARE/HEALTH INSURANCE, CANCER, ASTHMA, INJURIES, DIABETES, OBESITY, OSTEOPOROSIS, ARTHRITIS, DEMENTIA/ALZHEIMER'S DISEASE, COMMUNICABLE DISEASE, ENVIRONMENTAL HEALTH, SEXUALLY TRANSMITTED DISEASES, HIV/AIDS, MENTAL HEALTH, DENTAL HEALTH, SUBSTANCE ABUSE, DISABILITIES, AND TOBACCO USE. CHNA CONDUCTED WITH ONE OR MORE ORGANIZATIONS OTHER THAN HOSPITAL SCHEDULE H, PART V, LINE 6B CRMC LED THE EFFORT AND COVERED 100% OF THE COST OF THE CHNA; HOWEVER, THE HOSPITAL WORKED COLLABORATIVELY WITH THE CHARLES COUNTY DEPARTMENT OF HEALTH AND THE LOCAL HEALTH IMPROVEMENT COALITION (LHIC), PARTNERSHIPS FOR A HEALTHIER CHARLES COUNTY (PHCC), TO COMPLETE THE CHNA. EXECUTIVE LEADERSHIP OF PHCC CONSISTS OF THE CEO OF CRMC, THE COUNTY HEALTH OFFICER, THE SUPERINTENDENT OF CHARLES COUNTY PUBLIC SCHOOLS AND THE PRESIDENT OF THE COLLEGE OF SOUTHERN maryland. MEMBERSHIP OF THE PHCC CONSISTS OF OVER 30 NONPROFIT AND COUNTY AGENCIES. EXECUTIVE COMMITTEE OF LHIC: -CHARLES COUNTY DEPT. OF HEALTH, DIANNA ABNEY, MD, CHARLES COUNTY HEALTH OFFICER -CHARLES COUNTY PUBLIC SCHOOLS, DR. KIM HILL, SUPERINTENDENT, -COLLEGE OF SOUTHERN MARYLAND, DR. BRAD GOTTFRIED, PRESIDENT -CRMC, NOEL CERVINO, PRESIDENT AND CEO STEERING COMMITTEE OF LHIC: -CHARLES COUNTY DEPT. OF HEALTH, AMBER STARN, EPIDEMIOLOGIST -CHARLES COUNTY PUBLIC SCHOOLS, JENNIFER CONTE, COORDINATOR OF STUDENT INTERVENTION PROGRAMS -COLLEGE OF SOUTHERN MARYLAND, KELLY WINTERS, DIRECTOR, WORKFORCE DEVELOPMENT -CRMC, CRYSTAL HUNT, DIRECTOR, COMMUNITY DEVELOPMENT AND PLANNING SUBCOMMITTEES: -HEALTH PARTNERS CLINIC, CHRISSIE MULCAHEY, DIRECTOR CO CHAIR, ACCESS TO CARE -CRMC, MARY HANNAH, CHAIR, ACCESS TO CARE -CHARLES COUNTY DEPT. OF HEALTH MARY BETH KLICK, TOBACCO PREVENTION - COORDINATOR, CO-CHAIR, CHRONIC DISEASE PREVENTION AND MANAGEMENT SUBCOMMITTEE -CRMC, AMY ZIMMERMAN, CO-CHAIR, CHRONIC DISEASE SUB COMM. -CHARLES COUNTY CORE SERVICES, KARYN BLACK, DIRECTOR CO-CHAIR, BEHAVIORAL HEALTH SUBCOMMITTEE -CHARLES COUNTY DEPT. OF HEALTH ANGELA DEAL, COMMUNITY HEALTH EDUCATOR, CO-CHAIR, CHRONIC DISEASE PREVENTION AND MANAGEMENT SUBCOMMITTEE -CHARLES COUNTY DEPARTMENT OF HEALTH LAURA BORAWSKI, COMMUNITY OUTREACH WORKER, CO-CHAIR, CHRONIC DISEASE PREVENTION AND MANAGEMENT SUBCOMMITTEE ADDRESSING SIGNIFICANT NEEDS FROM CHNA SCHEDULE H, PART V, LINE 11 CUMULATIVE ANALYSIS OF ALL QUANTITATIVE AND QUALITATIVE DATA WAS USED TO PRIORITIZE THE TOP HEALTH ISSUES IN CHARLES COUNTY. THE PRIORITIES WERE CHOSEN BY THE PARTNERSHIPS FOR A HEALTHIER CHARLES COUNTY'S STEERING COMMITTEE AND SUBCOMMITTEE LEADERS USING THE HANLON METHOD, A NATIONAL ASSOCIATION OF CITY AND COUNTY HEALTH OFFICIALS' RECOMMENDED MEANS FOR HEALTH PRIORITIZATION. THE METHOD OBJECTIVES SCORE HEALTH CONDITIONS BASED ON THE SIZE OF THE PROBLEM, SERIOUSNESS OF THE PROBLEM, AND THE EFFECTIVENESS OF AVAILABLE INTERVENTIONS. THE HEALTH PRIORITIES CHOSEN INCLUDE: 1. CHRONIC DISEASE PREVENTION AND MANAGEMENT -MAJOR CARDIOVASCULAR DISEASE (HEART DISEASE, HYPERTENSION, AND STROKE) -OBESITY AND OVERWEIGHT -DIABETES MELLITUS 2. BEHAVIORAL HEALTH -SUBSTANCE USE DISORDERS -MENTAL HEALTH 3. ACCESS TO CARE ALL 3 PRIORITIES OUTLINED IN THE CHNA ARE BEING ADDRESSED BY CRMC EITHER DIRECTLY (PHYSICIAN RECRUITMENT), OR THROUGH PARTNERSHIPS WITH OTHER ORGANIZATIONS (I.E. CHRONIC DISEASE SELF-MANAGEMENT PROGRAM), OR THROUGH THE LHIC, PHCC WHICH IS CO-LED AND FINANCIALLY SUPPORTED BY CRMC. WHERE A NEED IS APPROPRIATELY ADDRESSED BY ANOTHER COMMUNITY ENTITY, CRMC PROVIDES LEADERSHIP AND/OR FUNDING THROUGH THE CHARLES COUNTY HEALTH IMPROVEMENT PLAN AND THE LOCAL HEALTH COALITION (PHCC) TO COMMUNICATE INITIATIVES, PROVIDE FINANCIAL SUPPORT AND/OR ASSISTANCE OR DATA WHEN NEEDED, AND REVIEW RESULTS (I.E., SUBSTANCE ABUSE, MENTAL HEALTH). EACH LHIC TEAM HAS DEVELOPED AND IMPLEMENTED STRATEGIES SPECIFIC TO THEIR IDENTIFIED PRIORITIES AND REPORTS BACK QUARTERLY TO THE LHIC STEERING COMMITTEE. THE HOSPITAL PROVIDES SUPPORT AND OVERSIGHT TO THE TEAMS AS A CRITICAL MEMBER OF THE LHIC STEERING COMMITTEE. THE HOSPITAL'S DIRECTOR OF COMMUNITY DEVELOPMENT AND PLANNING SERVES AS THE CO-CHAIR OF THE COUNTY LHIC. ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE SCHEDULE H, PART V, LINE 13B THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAT THE FPG INCOME LEVELS. HOSPITAL EFFORTS BEFORE INITIATING ACTION SCHEDULE H, PART V, LINE 20C IN THE CASE OF AN INCOMPLETE FAP APPLICATION, PATIENTS ARE NOT AUTOMATICALLY DENIED. A LETTER IS MAILED TO THE PATIENT REQUESTING THE MISSING DOCUMENTATION, AND FAP APPLICATIONS ARE APPROVED ONCE THE MISSING DOCUMENTATION IS PROVIDED. CRITERIA FOR FREE OR DISCOUNTED CARE SCHEDULE H, PART I, LINE 3C CRMC IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO PERSONS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM, OR OTHERWISE UNABLE TO PAY, FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAT THE FPG INCOME LEVELS. THE FAP ALSO USES A FINANCIAL HARDSHIP THRESHOLD WHEN DETERMINING ELIGIBILITY. A PATIENT WITH MEDICAL DEBT EXCEEDING 25% OF FAMILY ANNUAL HOUSEHOLD INCOME MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. COMMUNITY BENEFIT REPORT SCHEDULE H, PART I, LINE 6b The organization annually files a Community Benefit report as required by the Maryland HSCRC. The report can be found at https://hscrc.state.md.us/pages/init_cb.aspx. COSTING METHODOLOGY SCHEDULE H, PART I, LINE 7 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. ADDITIONALLY, NET REVENUES FOR MEDICAID SHOULD REFLECT THE FULL IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. COMMUNITY BUILDING ACTIVITIES SCHEDULE H, PART II AS THE ONLY HOSPITAL SERVING CHARLES COUNTY, MARYLAND, CRMC SUPPORTS PROGRAMS AND ACTIVITIES WHERE THE HOSPITAL'S EXPERTISE AND RESOURCES CAN INFLUENCE THE FUNDAMENTAL ISSUES THAT AFFECT THE HEALTH OF THE COMMUNITY. CRMC SUPPORTS ECONOMIC DEVELOPMENT OF THE COMMUNITY THROUGH LEADERSHIP PARTICIPATION IN ORGANIZATIONS SUCH AS THE CHAMBER OF COMMERCE, ECONOMIC DEVELOPMENT COMMISSION, LEADERSHIP SOUTHERN MARYLAND, AND THE TRI-COUNTY COUNCIL OF SOUTHERN MARYLAND. CRMC PARTICIPATES IN MANY COUNTY, STATE AND REGION-WIDE EMERGENCY PREPAREDNESS PLANNING ACTIVITIES AND DRILLS WITH OUR COMMUNITY PARTNERS SUCH AS EMERGENCY SERVICES, FIRE AND RESCUE, DEPARTMENT OF HEALTH, COUNTY GOVERNMENT, FEMA AND MEMA. THIS SERVES TO ENSURE THAT IN THE EVENT OF A DISASTER, THE HOSPITAL IS READY TO SUPPORT AND CARE FOR OUR COMMUNITY. HOSPITAL ADMINISTRATION PARTICIPATES IN HEALTHCARE WORKFORCE DEVELOPMENT BY SERVING ON COMMITTEES SUCH AS THE CHARLES COUNTY COMMISSIONER'S HEALTHCARE TASKFORCE AND SUPPORT OF COLLEGE OF SOUTHERN MARYLAND NURSING AND ALLIED HEALTH PROGRAMS. IN ADDITION, CRMC PARTICIPATES AND SUPPORTS THE STEAM ONWARD'S YOUNG RESEARCHERS COMMUNITY PROJECT WHICH OFFERS DISADVANTAGEd YOUTH IN HIGH SCHOOL AN OPPORTUNITY TO SHADOW MEDICAL PROFESSIONALS. ACCORDING TO MARYLAND HEALTH WORKFORCE STUDY PHASE 2 REPORT (JANUARY 2014), THE SOUTHERN MARYLAND REGION HAS A PHYSICIAN SHORTAGE FOR PRIMARY CARE PHYSICIANS. IN CHARLES COUNTY, THE PRIMARY CARE PHYSICIAN FTE DEMAND IS GREATER THAN THE PRIMARY CARE FTE SUPPLY (7.4 VS. 6.1). THERE IS AN 18% SHORTFALL IN THE PRIMARY CARE SERVICES SUPPLY TO FULFILL THE CURRENT DEMAND. UNDER MEDICAL SPECIALTIES, THE SOUTHERN MARYLAND REGION HAD A SHORTAGE FOR CARDIOLOGY, DERMATOLOGY, ENDOCRINOLOGY, GASTROENTEROLOGY, HEMATOLOGY, ONCOLOGY, INFECTIOUS DISEASE, NEPHROLOGY, PSYCHIATRY, PULMONARY MEDICINE, AND RHEUMATOLOGY. THE FTE PER 10,000 SUPPLY RATES FOR PROFESSIONAL COUNSELORS, SOCIAL WORKERS, AND PSYCHOLOGISTS IN CHARLES COUNTY IS MUCH LOWER THAN THE RATES FOR MARYLAND. THE DEMAND FOR PSYCHIATRISTS IN CHARLES COUNTY IS MUCH HIGHER THAN THE COUNTY SUPPLY FOR PSYCHIATRY. CHARLES COUNTY HAS A SHORTAGE BETWEEN 50-75% OF FULL TIME EQUIVALENT PSYCHIATRISTS. AS A RESULT OF THE PREVAILING PHYSICIAN SHORTAGE, AND TO MITIGATE THE EFFECTS OF THE LACK OF ACCESS OF THE COMMUNITY TO MEDICAL CARE, CRMC HAS DEVELOPED A ROBUST AND ONGOING PHYSICIAN RECRUITMENT AND RETENTION PROGRAM. BAD DEBT EXPENSE REPORTING IN MARYLAND SCHEDULE H, PART III, LINES 2 and 3 THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) STARTED SETTING HOSPITAL RATES IN 1974. AT THAT TIME, THE HSCRC APPROVED RATES APPLIED ONLY TO COMMERCIAL INSURERS. IN 1977, THE HSCRC NEGOTIATED A WAIVER FROM MEDICARE HOSPITAL PAYMENT RULES FOR MARYLAND HOSPITALS TO BRING THE FEDERAL MEDICARE PAYMENTS UNDER HSCRC CONTROL. IN 2014, MARYLAND'S WAIVER WITH MEDICARE WAS RENEGOTIATED AND UPDATED TO REFLECT THE CURRENT HEALTHCARE ENVIRONMENT. UNDER THIS NEW WAIVER, SEVERAL CRITERIA WERE ESTABLISHED TO MONITOR THE SUCCESS OF THE SYSTEM IN CONTROLLING HEALTHCARE COSTS AND THE CONTINUANCE OF THE WAIVER ITSELF: 1. REVENUE GROWTH PER CAPITA 2. MEDICARE HOSPITAL REVENUE PER BENEFICIARY 3. MEDICARE ALL PROVIDER REVENUE GROWTH PER BENEFICIARY 4. MEDICARE READMISSION RATES 5. HOSPITAL ACQUIRED CONDITION RATE BECAUSE OF THIS SYSTEM, THE HOSPITAL IS UNABLE TO ESTIMATE HOW MUCH OF THE AMOUNT REPORTED IN LINE 2 IS ATTRIBUTED TO PATIENTS WHO WOULD APPLY UNDER THE FAP. Footnote for Bad Debt Expense In Audited Financial Statements Schedule H, Part III, line 4 THE CORPORATION RECORDS REVENUES AND ACCOUNTS RECEIVABLE FROM PATIENTS AND THIRD-PARTY PAYORS AT THEIR ESTIMATED NET REALIZABLE VALUE. REVENUE IS REDUCED FOR ANTICIPATED DISCOUNTS UNDER CONTRACTUAL ARRANGEMENTS AND FOR CHARITY CARE. AN ESTIMATED PROVISION FOR BAD DEBTS IS RECORDED IN THE PERIOD THE RELATED SERVICES ARE PROVIDED BASED UPON ANTICIPATED UNCOMPENSATED CARE, AND IS ADJUSTED AS ADDITIONAL INFORMATION BECOMES AVAILABLE. THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR BAD DEBTS AND TO ESTABLISH AN ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER COLLECTION OF AMOUNTS DUE FROM INSURERS, THE CORPORATION FOLLOWS INTERNAL GUIDELINES FOR PLACING CERTAIN PAST DUE BALANCES WITH COLLECTION AGENCIES. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE CORPORATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR BAD DEBTS, ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS, PROVISION FOR BAD DEBTS, AND CONTRACTUAL ADJUSTMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS OR WITH BALANCES REMAINING AFTER THE THIRD-PARTY COVERAGE HAD ALREADY PAID, THE CORPORATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS HISTOICAL COLLECTIONS, WHICH INDICATES THAT MANY PATIENTS ULTIMATELY DO NOT PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE DISCOUNTED RATES AND THE AMOUNTS COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. MEDICARE COST REPORT SCHEDULE H, PART III, LINE 8 THE ORGANIZATION FILES ANNUALLY A COMMUNITY BENEFIT REPORT WITH THE STATE OF MARYLAND'S HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). THE HSCRC, WHICH OPERATES UNDER A MEDICARE WAIVER, DOES NOT CONSIDER MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COSTING METHODOLOGY USED BY THE ORGANIZATION IS A COST-TO-CHARGE RATIO. COLLECTION PRACTICES SCHEDULE H, PART III, LINE 9B THE ORGANIZATION EXPECTS PAYMENT AT THE TIME THE SERVICE IS PROVIDED. OUR POLICY IS TO COMPLY WITH ALL STATE AND FEDERAL LAW AND THIRD PARTY REGULATIONS AND TO PERFORM ALL CREDIT AND COLLECTION FUNCTIONS IN A DIGNIFIED AND RESPECTFUL MANNER. EMERGENCY SERVICES WILL BE PROVIDED TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY. FINANCIAL ASSISTANCE IS AVAILABLE FOR PATIENTS BASED ON FINANCIAL NEED AS DEFINED IN THE FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION DOES NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, CREED, SEX OR ABILITY TO PAY. PATIENTS WHO ARE UNABLE TO PAY MAY REQUEST A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME PRIOR TO SERVICE OR DURING THE BILLING AND COLLECTION PROCESS, EVEN IN EXCESS OF 240 days FOLLOWING THE FIRST POST-DISCHARGE BILLING STATEMENT. THE ORGANIZATION MAY REQUEST THE PATIENT TO APPLY FOR MEDICAL ASSISTANCE PRIOR TO APPLYING FOR FINANCIAL ASSISTANCE. THE ACCOUNT WILL NOT BE FORWARDED FOR COLLECTION DURING THE MEDICAL ASSISTANCE APPLICATION PROCESS OR THE FINANCIAL ASSISTANCE APPLICATION PROCESS. NO EXTRAORDINARY COLLECTION ACTIONS (ECAS) WILL OCCUR EARLIER THAN 120 DAYS FROM SUBMISSION OF FIRST BILL TO THE PATIENT AND WILL BE PRECEDED BY NOTICE 30 DAYS PRIOR TO COMMENCEMENT OF THE ACTION. AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE COMMUNICATED TO THE PATIENT AND A PRESUMPTIVE ELIGIBILITY REVIEW WILL OCCUR PRIOR TO ANY ACTION BEING TAKEN. IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE AFTER AN ECA IS INITIATED, THE ORGANIZATION WILL TAKE REASONABLE MEASURES TO REVERSE THE ECAS AGAINST THE PATIENT ACCOUNT. COMMUNITY HEALTH CARE NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 FROM JULY 2017 TO MARCH 2018, CRMC UNDERTOOK A COMPREHENSIVE ASSESSMENT OF THE HEALTH NEEDS OF CHARLES COUNTY, MARYLAND. TO PROVIDE A COMPREHENSIVE ASSESSMENT OF THE HEALTH NEEDS OF THE COUNTY, A FIVE METHOD PLAN WAS DEVELOPED WHICH INCLUDED 5 DIFFERENT SOURCES OF DATA: A LONG ONLINE SURVEY OF CHARLES COUNTY RESIDENTS PERCEPTIONS OF HEALTH AND HEALTH BEHAVIORS, A SHORT PAPER SURVEY ON HEALTH PERCEPTIONS THROUGHOUT THE COUNTY, 5 FOCUS GROUPS WITH COMMUNITY LEADERS, CITIZENS, AND STAKEHOLDERS, 9 KEY INFORMANT INTERVIEWS ON BEHAVIORAL HEALTH, AND A QUANTITATIVE DATA ANALYSIS OF SECONDARY, PUBLISHED DATA. DATA COLLECTION OCCURRED BETWEEN JULY 2017 AND FEBRUARY 2018. THE USE OF THE MULTIPLE DATA COLLECTION METHODS STRENGTHENED THE VALIDITY OF THE ASSESSMENTS FINDINGS AS WELL AS ENSURING THAT CHARLES COUNTY RESIDENTS HAD AN OPPORTUNITY TO PARTICIPATE IN THE ASSESSMENT PROCESS AND TO FEEL INVESTED IN ITS OUTCOME. ELIGIBILITY EDUCATION & FINANCIAL ASSISTANCE SCHEDULE H, PART VI, LINE 3 CRMC MAKES EVERY EFFORT TO MAKE FINANCIAL ASSISTANCE INFORMATION AVAILABLE TO OUR PATIENTS INCLUDING, BUT NOT LIMITED TO: -SIGNAGE IN MAIN ADMITTING AREAS AND EMERGENCY ROOMS OF THE HOSPITAL -THE ORGANIZATION'S WEBSITE -PATIENT HANDBOOK DISTRIBUTED TO ALL PATIENTS -BROCHURES EXPLAINING FINANCIAL ASSISTANCE ARE MADE AVAILABLE IN ALL PATIENT CARE AREAS -PATIENT PLAIN LANGUAGE SHEETS (AVAILABLE IN ENGLISH, AS WELL AS LANGUAGES SPOKEN BY CRMC PATIENTS WITH LIMITED ENGLISH PROFICIENCY) -APPEARING IN PRINT MEDIA THROUGH LOCAL NEWSPAPERS DESCRIPTION OF COMMUNITY SERVED SCHEDULE H, PART VI, LINE 4 CRMC IS CHARLES COUNTY'S ONLY HOSPITAL AND, AS SUCH, SERVES THE RESIDENTS OF THE ENTIRE COUNTY. GEOGRAPHY CHARLES COUNTY IS A LARGELY RURAL JURISDICTION LOCATED APPROXIMATELY 23 MILES SOUTH OF WASHINGTON, D.C. IT IS ONE OF FIVE MARYLAND COUNTIES, WHICH ARE PART OF THE WASHINGTON, DC-MD-VA METROPOLITAN AREA. AT 458 SQUARE MILES, CHARLES COUNTY IS THE EIGHTH LARGEST OF MARYLAND'S TWENTY-FOUR COUNTIES AND ACCOUNTS FOR ABOUT 5 PERCENT OF MARYLAND'S TOTAL LANDMASS. THE NORTHERN PART OF THE COUNTY IS THE DEVELOPMENT DISTRICT WHERE COMMERCIAL, RESIDENTIAL, AND BUSINESS GROWTH IS FOCUSED. THE MAJOR COMMUNITIES OF CHARLES COUNTY ARE LA PLATA, THE COUNTY SEAT; PORT TOBACCO, INDIAN HEAD, AND ST CHARLES; AND THE MAIN COMMERCIAL CLUSTER OF HUGHESVILLE-WALDORF-WHITE PLAINS. APPROXIMATELY 60 PERCENT OF COUNTY'S RESIDENTS LIVE IN THE GREATER WALDORF-LA PLATA AREA. CHARLES COUNTY HAS EXPERIENCED RAPID GROWTH SINCE 1970, EXPANDING ITS POPULATION FROM 47,678 TO 146,551 IN THE 2010 CENSUS. POPULATION THE 2016 CHARLES COUNTY POPULATION ESTIMATE WAS 157,705. THE MAGNITUDE OF GROWTH CAN BE SEEN IN THE CHANGES IN POPULATION DENSITY. THE 2000 CENSUS SHOWED THAT THERE WERE 219.4 INDIVIDUALS PER SQUARE MILE; BY THE 2010 CENSUS, THIS ESTIMATE ROSE TO 320.2 INDIVIDUALS PER SQUARE MILE. THE PERCENT CHANGE IN THE POPULATION GROWTH FOR CHARLES COUNTY FROM 2010 TO 2016 WAS GREATER THAN THE CHANGE SEEN IN THE MARYLAND STATE POPULATION GROWTH (7.6% VS. 4.2%). SOURCE: 2012-2016 US CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY 5 YEAR ESTIMATES TRANSPORTATION THE PERCENT CHANGE IN THE POPULATION GROWTH FOR CHARLES COUNTY HAS BEEN SLIGHTLY GREATER THAN THE CHANGE SEEN IN THE MARYLAND POPULATION GROWTH. THIS GROWTH HAS CREATED TRANSPORTATION ISSUES FOR THE COUNTY, IN PARTICULAR FOR THE "DEVELOPMENT DISTRICT" IN THE NORTHERN PART OF THE COUNTY WHERE MANY RESIDENTS COMMUTE TO WASHINGTON D.C. TO WORK. THE AVERAGE WORK COMMUTE TIME FOR A CHARLES COUNTY RESIDENT IS 42.9 MINUTES WHICH IS HIGHER THAN THE MARYLAND AVERAGE OF 32.4 MINUTES (SOURCE: US CENSUS BUREAU'S 2012-2016 AMERICAN COMMUNITY SURVEY 5 YEAR ESTIMATES). PUBLIC TRANSPORTATION CONSISTS OF COMMUTER BUSES FOR OUT-OF-COUNTY TRAVEL AND THE COUNTY-RUN VAN GO BUS SERVICE FOR IN-COUNTY TRANSPORTATION. SOURCE: 2012-2016 US CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY 5 YEAR ESTIMATES DIVERSITY AS THE POPULATION OF THE COUNTY CHANGES, THE DIVERSITY OF THE COUNTY ALSO INCREASES. THE AFRICAN AMERICAN POPULATION HAS EXPERIENCED THE GREATEST INCREASE. IN 2000, AFRICAN AMERICANS MADE UP 26% OF THE TOTAL CHARLES COUNTY POPULATION; BY 2016, THEY COMPRISE 46.4% OF THE TOTAL COUNTY POPULATION. AS OF 2016, MINORITIES COMPRISE ROUGHLY 58.3% OF THE CHARLES COUNTY POPULATION. THE HISPANIC COMMUNITY HAS ALSO SEEN INCREASES OVER THE PAST FEW YEARS. THEY NOW COMPRISE 5.5% OF THE TOTAL COUNTY POPULATION. THIS IS THE ONE OF THE HIGHEST PERCENTAGES AMONG THE 24 MARYLAND JURISDICTIONS. CHARLES COUNTY ALSO HAS ONE OF THE LARGEST AMERICAN INDIAN/NATIVE AMERICAN POPULATIONS IN THE STATE OF MARYLAND AT 0.8% OF THE TOTAL COUNTY POPULATION. SOURCE: 2016 US CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY 1 YEAR ESTIMATE THE 2016 CHARLES COUNTY GENDER BREAKDOWN IS APPROXIMATELY 50/50. MALES MAKE UP 48.2% OF THE POPULATION, AND FEMALES MAKE UP 51.8% OF THE COUNTY POPULATION. SOURCE: 2016 US CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY 1 YEAR ESTIMATE ECONOMY EMPLOYMENT AND ECONOMIC INDICATORS FOR THE COUNTY ARE FAIRLY STRONG. THE 2012-2016 US CENSUS AMERICAN COMMUNITY SURVEY ESTIMATES THAT 67.7% OF THE CHARLES COUNTY POPULATION IS CURRENTLY IN THE LABOR WORK FORCE. THE 2012-2016 5-YEAR ESTIMATE FOR CHARLES COUNTY FOUND THAT APPROXIMATELY 7.4% OF CHARLES COUNTY INDIVIDUALS ARE LIVING BELOW THE POVERTY LEVEL; HOWEVER, THIS IS LOWER THAN THE MARYLAND RATE OF 9.7%. THE CHARLES COUNTY MEDIAN HOUSEHOLD INCOME WAS $91,373, WELL ABOVE THE MARYLAND MEDIAN HOUSEHOLD INCOME OF $76,067.THE DIVERSITY OF THE COUNTY IS ALSO REPRESENTED IN THE BUSINESS COMMUNITY WITH 46% OF ALL CHARLES COUNTY BUSINESSES BEING MINORITY-OWNED FIRMS. THIS IS HIGHER THAN THE STATE OF MARYLAND AT 38%. SOURCE: 2012-2016 US CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY 5 YEAR ESTIMATES EDUCATION CHARLES COUNTY HAS A LARGER PERCENTAGE OF HIGH SCHOOL GRADUATES THAN MARYLAND (92.8% VS. 89.6%); HOWEVER, CHARLES COUNTY HAS A SMALLER PERCENTAGE THAN MARYLAND OF INDIVIDUALS WITH A BACHELOR'S DEGREE OR HIGHER (27.4% VS. 38.4%). SOURCE: 2012-2016 US CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY 5 YEAR ESTIMATES HOUSING THERE IS A HIGH LEVEL OF HOME OWNERSHIP IN CHARLES COUNTY (77.4%); HOWEVER, THIS IS SLIGHTLY DOWN FROM THE 2010 LEVEL (81.8%). THE MEDIAN VALUE OF A HOUSING UNIT IN CHARLES COUNTY IS SIMILAR TO THE MARYLAND AVERAGE ($287,600 VS. $290,400). HOME VALUES ACROSS MARYLAND HAVE DECREASED AND CHARLES COUNTY SHOWED A SIMILAR DOWNWARD TREND. THE AVERAGE HOUSEHOLD SIZE IN CHARLES COUNTY IS 2.81 PERSONS. SOURCE: 2012-2016 US CENSUS BUREAU'S AMERICAN COMMUNITY SURVEY 5 YEAR ESTIMATES LIFE EXPECTANCY THE LIFE EXPECTANCY FROM BIRTH FOR A CHARLES COUNTY RESIDENT AS CALCULATED FOR 2016 WAS 79.2 YEARS. THIS IS SLIGHTLY LOWER THAN THE STATE AVERAGE LIFE EXPECTANCY OF 79.5 YEARS. THE 2016 LIFE EXPECTANCY FOR CHARLES COUNTY WHITES WAS 78.9 YEARS. THE 2016 LIFE EXPECTANCY FOR CHARLES COUNTY AFRICAN AMERICANS WAS 79.3 YEARS. SOURCE: 2016 MARYLAND VITAL STATISTICS REPORT BIRTHS THERE WERE 1,817 BIRTHS IN CHARLES COUNTY IN 2016. CHARLES COUNTY REPRESENTS 44% OF THE BIRTHS IN SOUTHERN MARYLAND AND 2.5% OF THE TOTAL BIRTHS IN MARYLAND FOR 2016. MINORITIES MADE UP JUST OVER HALF OF THE BABIES BORN IN CHARLES COUNTY IN 2016 (62%) WHICH IS IN LINE WITH THE COMPOSITION OF THE COUNTY. SOURCE: 2016 MARYLAND VITAL STATISTICS REPORT PROMOTING THE HEALTH OF THE COMMUNITY SCHEDULE H, PART VI, LINE 5 AS THE ONLY HOSPITAL SERVING CHARLES COUNTY, MARYLAND, CRMC SUPPORTS PROGRAMS AND ACTIVITIES WHERE THE HOSPITAL'S EXPERTISE AND RESOURCES CAN INFLUENCE THE FUNDAMENTAL ISSUES THAT AFFECT THE HEALTH OF THE COMMUNITY. GOVERNANCE IS PROVIDED THROUGH A COMMUNITY VOLUNTEER BOARD OF DIRECTORS. CRMC'S COMMUNITY BENEFITS PROGRAM UTILIZES A PLANNED, MANAGED, ORGANIZED, AND MEASURED APPROACH TO MEETING THE IDENTIFIED COMMUNITY NEEDS OF THE AREA WE SERVE. THE MISSION IS TO IMPROVE OVERALL COMMUNITY HEALTH BY IMPROVING ACCESS TO HEALTH CARE, ENHANCING THE HEALTH OF THE COMMUNITY, ADVANCING HEALTHCARE KNOWLEDGE AND COLLABORATING WITH HEALTH - PROVIDING AGENCY PARTNERS. COMMUNITY HEALTH IMPROVEMENT STRATEGIES ARE INCLUDED IN THE ORGANIZATION'S STRATEGIC PLAN. CRMC SUPPORTS ECONOMIC DEVELOPMENT OF THE COMMUNITY THROUGH LEADERSHIP PARTICIPATION IN ORGANIZATIONS SUCH AS THE CHAMBER OF COMMERCE, ECONOMIC DEVELOPMENT COMMISSION, LEADERSHIP SOUTHERN MARYLAND, AND THE TRI-COUNTY COUNCIL OF SOUTHERN MARYLAND. CRMC PARTICIPATES IN MANY COUNTY, STATE AND REGION-WIDE EMERGENCY PREPAREDNESS PLANNING ACTIVITIES AND DRILLS WITH OUR COMMUNITY PARTNERS SUCH AS EMERGENCY SERVICES, FIRE AND RESCUE, DEPARTMENT OF HEALTH, COUNTY GOVERNMENT, FEMA AND MEMA. THIS SERVES TO ENSURE THAT IN THE EVENT OF A DISASTER, THE HOSPITAL IS READY TO SUPPORT AND CARE FOR OUR COMMUNITY. HOSPITAL ADMINISTRATION PARTICIPATES IN HEALTHCARE WORKFORCE DEVELOPMENT BY SERVING ON COMMITTEES SUCH AS THE CHARLES COUNTY COMMISSIONER'S HEALTHCARE TASKFORCE AND SUPPORT OF COLLEGE OF SOUTHERN MARYLAND NURSING AND ALLIED HEALTH PROGRAMS. IN ADDITION, CRMC PARTICIPATES AND SUPPORTS THE STEAM ONWARD'S YOUNG RESEARCHERS COMMUNITY PROJECT WHICH OFFERS DISADVANTAGEd YOUTH IN HIGH SCHOOL AN OPPORTUNITY TO SHADOW MEDICAL PROFESSIONALS. ACCORDING TO MARYLAND HEALTH WORKFORCE STUDY PHASE 2 REPORT (JANUARY 2014), THE SOUTHERN MARYLAND REGION HAS A PHYSICIAN SHORTAGE FOR PRIMARY CARE PHYSICIANS. IN CHARLES COUNTY, THE PRIMARY CARE PHYSICIAN FTE DEMAND IS GREATER THAN THE PRIMARY CARE FTE SUPPLY (7.4 VS. 6.1). THERE IS AN 18% SHORTFALL IN THE PRIMARY CARE SERVICES SUPPLY TO FULFILL THE CURRENT DEMAND. UNDER MEDICAL SPECIALTIES, THE SOUTHERN MARYLAND REGION HAD A SHORTAGE FOR CARDIOLOGY, DERMATOLOGY, ENDOCRINOLOGY, GASTROENTEROLOGY, HEMATOLOGY, ONCOLOGY, INFECTIOUS DISEASE, NEPHROLOGY, PSYCHIATRY, PULMONARY MEDICINE, AND RHEUMATOLOGY. THE FTE PER 10,000 SUPPLY RATES FOR PROFESSIONAL COUNSELORS, SOCIAL WORKERS, AND PSYCHOLOGISTS IN CHARLES COUNTY IS MUCH LOWER THAN THE RATES FOR MARYLAND. THE DEMAND FOR PSYCHIATRISTS IN CHARLES COUNTY IS MUCH HIGHER THAN THE COUNTY SUPPLY FOR PSYCHIATRY. CHARLES COUNTY HAS A SHORTAGE BETWEEN 50-75% OF FULL TIME EQUIVALENT PSYCHIATRISTS. AS A RESULT OF THE PREVAILING PHYSICIAN SHORTAGE, AND TO MITIGATE THE EFFECTS OF THE LACK OF ACCESS OF THE COMMUNITY TO MEDICAL CARE, CRMC HAS DEVELOPED A ROBUST AND ONGOING PHYSICIAN RECRUITMENT AND RETENTION PROGRAM. CRMC PROVIDED $8.4 MILLION IN CHARITY CARE, HEALTH PROFESSIONS EDUCATION, COMMUNITY BENEFIT OPERATIONS, COMMUNITY HEALTH IMPROVEMENT SERVICES, SUBSIDIZED HEALTH SERVICES, CASH AND IN-KIND DONATIONS AND COMMUNITY BUILDING ACTIVITIES IN FY 2018. THIS YEAR, WE PROVIDED AND SUPPORTED PROGRAMS, ACTIVITIES AND SCREENINGS SUCH AS BLOOD PRESSURE, GLUCOSE, BREAST AND CERVICAL CANCER, COLORECTAL CANCER AND STROKE RISK REDUCTION EDUCATION. MOBILE INTEGRATED HEALTH COMPLETED THE SECOND YEAR TO IMPROVE ACCESS TO CARE AND WRAP AROUND HEALTH CARE TO COMMUNITY MEMBERS WITH BARRIERS. IN ADDITION TO PARTICIPATING IN THE PROGRAM, CRMC WILL CONTRIBUTE FINANCIALLY TO THE PROGRAM FOR 3 YEARS. CRMC PROVIDED HEALTH EDUCATION PROGRAMS ON HEARTY HEALTHY EATING, DIABETES EDUCATION, CANCER EDUCATION ON BREAST AND CERVICAL CANCER, TOBACCO CESSATION PROGRAM. IN ADDITION, WE SPONSORED AMERICAN CANCER SOCIETY'S LOOK GOOD FEEL BETTER, CAR SAFETY SEAT INSPECTIONS, COMMUNITY DISASTER DRILLS, SCHOOL CAREER DAYS, THE YOUNG RESEARCHES COMMUNITY PROJECT, AND SUPPORT GROUPS SUCH AS STROKE SUPPORT, CARDIAC SUPPORT, AND THE BETTER BREATHERS CLUB. FISCAL YEAR 18 WAS A SUCCESSFUL THIRD YEAR FOR THE LIVING WELL CHRONIC DISEASE SELF-MANAGEMENT PROGRAM, A FREE, 6 WEEK, EVIDENCE BASED PROGRAM TO IMPROVE THE WELL-BEING OF PEOPLE LIVING WITH A VARIETY OF CHRONIC CONDITIONS. THE HOSPITAL OFFERS CLINICS AND CLINIC SERVICES SUCH AS RENAL DIALYSIS SERVICES AND AMERICAN RED CROSS BLOOD DRIVES. WE PARTICIPATED IN COMMUNITY COALITIONS AND BOARDS SUCH AS THE UNITED WAY, PARTNERSHIPS FOR A HEALTHIER CHARLES COUNTY, CHARLES COUNTY TOBACCO COALITION, LEADERSHIP SOUTHERN MARYLAND, HOSPICE OF CHARLES COUNTY, HEALTHY FAMILIES, FETAL INFANT MORTALITY BOARD, CENTER FOR ABUSED PERSONS, JUVENILE DRUG COURT, MISSION OF MERCY; CHAMBER OF COMMERCE AND CHARLES COUNTY CHILD ADVOCACY PARTNERSHIP. WE PARTICIPATED IN AND SUPPORTED COMMUNITY EVENTS SUCH AS CHRISTMAS CONNECTION, AMERICAN CANCER SOCIETY'S RELAY FOR LIFE, ALZHEIMER'S WALK, AND MARCH OF DIMES. AFFILIATED HEALTH CARE SYSTEM ROLES SCHEDULE H, PART VI, LINE 6 CRMC is A PRIVATE, NOT-FOR-PROFIT CORPORATION PROVIDING COMPREHENSIVE HEALTHCARE SERVICES THROUGH AN INTEGRATED REGIONAL NETWORK OF HOSPITALS AND RELATED CLINICAL ENTERPRISES. University of Maryland Medical System (UMMS) WAS CREATED IN 1984 WHEN ITS FOUNDING HOSPITAL WAS PRIVATIZED BY THE STATE OF MARYLAND. OVER ITS 30-YEAR HISTORY, UMMS EVOLVED INTO A MULTI-HOSPITAL SYSTEM WITH ACADEMIC, COMMUNITY AND SPECIALTY SERVICE MISSIONS REACHING PRIMARILY ACROSS MARYLAND. As part of UMMS, CRMC understands that health care goes beyond the walls of the hospital and into the community it serves. UMMS hospitals are committed to strengthening their neighboring communities. In doing so, CRMC assesses the community's health needs, identifies key priorities, and responds with services, programs and initiatives which make a positive, sustained impact on the health of the community. With representation from all UMMS hospitals, the Medical System's Community Health Improvement Council coordinates the effective and efficient utilization and deployment of resources for community-based activities and evaluates how services and activities meet targeted community needs within defined geographic areas. CRMC is committed to health education, advocacy, community partnerships, and engaging programs which focus on health and wellness with the goal of eliminating health care disparities in Charles County. STATE FILING OF COMMUNITY BENEFIT REPORT SCHEDULE H, PART VI, LINE 7 AS REQUIRED BY MARYLAND STATUTE FOR ALL HOSPITALS, CRMC FILES AN ANNUAL COMMUNITY BENEFIT REPORT WITH MARYLANDS HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) BY DECEMBER 15TH EACH YEAR. X X X X false true false false false false false true false Jon P Burns Director 0 435154 0 160705 0 66236 0 10800 0 10520 0 683415 0 0 Robert A Chrencik President and CEO - UMMS 0 1318061 0 995265 0 276702 0 10800 0 14219 0 2615047 0 0 Noel A Cervino President and CEO 388878 0 198900 0 76151 0 10800 0 15692 0 690421 0 0 0 Erik Boas SVP Finance and CFO 222860 0 103506 0 30177 0 9000 0 2152 0 367695 0 0 0 Dana Levy Chief Nursing Officer 188885 0 40171 0 919 0 24832 0 4814 0 259621 0 0 0 Joseph D Moser SVP and Chief Medical Officer 310000 0 90210 0 14090 0 49600 0 0 0 463900 0 0 0 Paul Blackwood VP Planning 184763 0 61125 0 22071 0 7641 0 11310 0 286910 0 0 0 William Grimes VP Ancilliary Services 163688 0 34604 0 71612 0 6590 0 1070 0 277564 0 45410 0 Marilyn Gregory RN 173925 0 275 0 0 0 1300 0 6453 0 181953 0 0 0 Katherine Middleton RN 176716 0 275 0 0 0 1665 0 3464 0 182120 0 0 0 Gabriel Abiola Clinical Pharmacist 162552 0 4600 0 0 0 2576 0 6053 0 175781 0 0 0 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DURING THE FISCAL YEAR-ENDED JUNE 30, 2018, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN A PRIOR YEAR, THEREFORE THE CONTRIBUTIONS TO THE PLAN FOR THE FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION: ROBERT A. CHRENCIK JON P. BURNS NOEL A. CERVINO ERIK BOAS PAUL BLACKWOOD DURING THE FISCAL YEAR ENDED JUNE 30, 2018, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE NOT VESTED IN THE PLAN THEREFORE THE ACCRUED CONTRIBUTION TO THE PLAN FOR THE FISCAL YEAR IS REPORTED ON SCHEDULE J, PART II, COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION: DANA LEVY JOSEPH D. MOSER DURING THE FISCAL YEAR-ENDED JUNE 30, 2018, CERTAIN OFFICERS PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN THE REPORTING TAX YEAR, THEREFORE THE FULL VALUE OF THE PLAN, INCLUDING ANY CONTRIBUTIONS TO THE PLAN FOR THE CURRENT FISCAL YEAR IS REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. PRIOR YEAR CONTRIBUTIONS TO THE PLAN WERE PREVIOUSLY REPORTED ON FORM 990 AND ARE INDICATED ON SCHEDULE J, PART II, COLUMN (F): WILLIAM GRIMES $66,827 NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 BONUSES PAID ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS AND KEY EMPLOYEES. SOUTHERN MD ELECTRIC COOPERATIVE See Part V 795302 See Part V false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L, PART IV, LINE 1 Austin Joseph Slater is a Board Member of the filing Organization, and is the President and CEO of Southern Maryland Electric Cooperative. Southern Maryland Electric Cooperative provides services to the filing Organization at or below Fair Market Value. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A AS A MEMBER OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM, CIVISTA MEDICAL CENTER, INC. (D/B/A UM CHARLES REGIONAL MEDICAL CENTER, "CRMC") OPERATES A 98-BED HOSPITAL IN LA PLATA, MARYLAND. CRMC IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES. ITS ACTIVITIES INCLUDE PROVIDING HEALTHCARE TREATMENT AND CARE TO PERSONS WHO ARE ACUTELY ILL, OPERATING A 24-HOUR EMERGENCY DEPARTMENT WHICH SERVICES ALL COMMUNITY PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. DURING ITS FISCAL YEAR ENDED JUNE 30, 2018, THE HOSPITAL ENGAGED IN THE FOLLOWING ACTIVITIES THAT WERE IN FURTHERANCE OF ITS EXEMPT PURPOSE: PROVIDED INPATIENT SERVICES WHICH INCLUDED 6,541 INPATIENT ADMISSIONS; PROVIDED OUTPATIENT SERVICES WHICH INCLUDED 54,575 EMERGENCY DEPARTMENT VISITS AND 3,863 OUTPATIENT SURGERIES; AND 893 BIRTHS. CRMC PROVIDED $8.4 MILLION IN CHARITY CARE, HEALTH PROFESSIONS EDUCATION, COMMUNITY BENEFIT OPERATIONS, COMMUNITY HEALTH IMPROVEMENT SERVICES, SUBSIDIZED HEALTH SERVICES, CASH AND IN-KIND DONATIONS AND COMMUNITY BUILDING ACTIVITIES IN FY 2018. THIS YEAR, WE PROVIDED AND SUPPORTED PROGRAMS, ACTIVITIES AND SCREENINGS SUCH AS BLOOD PRESSURE, GLUCOSE, BREAST AND CERVICAL CANCER, COLORECTAL CANCER AND STROKE RISK REDUCTION EDUCATION. MOBILE INTEGRATED HEALTH COMPLETED THE SECOND YEAR TO IMPROVE ACCESS TO CARE AND WRAP AROUND HEALTH CARE TO COMMUNITY MEMBERS WITH BARRIERS. IN ADDITION TO PARTICIPATING IN THE PROGRAM CRMC WILL CONTRIBUTE FINANCIALLY TO THE PROGRAM FOR 3 YEARS. CRMC PROVIDED HEALTH EDUCATION PROGRAMS ON HEARTY HEALTHY EATING, DIABETES EDUCATION, CANCER EDUCATION, BREAST AND CERVICAL CANCER, TOBACCO CESSATION PROGRAM. TAX EXEMPT BOND ISSUES FORM 990, PART IV, QUESTION 24 Pursuant to a master loan agreement dated December 1, 2017 (the "master loan agreement"), as amended, the University of Maryland Medical System corporation (the "corporation") and several of its subsidiaries have issued debt through the Maryland Health and Higher Educational Facilities Authority (the "authority"). As security for the performance of the bond obligation under the master loan agreement, the authority maintains a security interest in the revenue of the obligors. The master loan agreement contains certain restrictive covenants. These covenants require that rates and charges be set at certain levels, limit incurrence of additional debt, require compliance with certain operating ratios and restrict the disposition of assets. The obligated group under the master loan agreement includes the corporation, ROI, UM Midtown, UM Baltimore Washington, Shore Health (UM Memorial and UM Dorchester), UM Chester River, CRMC, UM St. Joseph, UM Upper Chesapeake, UM Harford Memorial, UM Laurel, UM Price George's, Bowie Health Center (Bowie), and the UMMS Foundation. Each member of the obligated group is jointly and severally liable for the repayment of the obligations under the master loan agreement of the corporation's $1,745,628,000 of outstanding authority bonds on June 30, 2018. All of the bonds were issued in the name of the University of Maryland Medical System Corporation and are reported on Schedule K of its form 990. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, SECTION A, LINES 6, 7A AND 7B UMMS IS THE SOLE MEMBER OF UMCRH. UMCRH IS THE SOLE MEMBER OF CRMC. UMCRH AND UMMS MAY ELECT MEMBERS AND APPROVE DECISIONS OF THE CRMC BOARD. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B UMMS ENGAGES THE ACCOUNTING FIRM GRANT THORNTON TO PREPARE AND REVIEW THE IRS FORM 990 FOR UMMS AND ITS AFFILIATES. INFORMATION NEEDED TO COMPLETE THE RETURN IS GATHERED BY ACCOUNTING PERSONNEL IN THE FINANCE SHARED SERVICES DEPARTMENT UNDER THE SUPERVISION OF THE UMMS TAX DIRECTOR AND PROVIDED TO GRANT THORNTON. ONCE A DRAFT RETURN IS PREPARED, IT UNDERGOES MULTIPLE LEVELS OF REVIEW BOTH INTERNALLY BY UMMS TAX & FINANCE PERSONNEL, AND EXTERNALLY BY GRANT THORNTON, INCLUDING AT THE PARTNER LEVEL. FOLLOWING ANY NECESSARY CHANGES TO THE RETURN, A FINAL DRAFT IS REVIEWED BY EACH AFFILIATES VICE PRESIDENT OF FINANCE AND/OR CFO. PRIOR TO FILING THE IRS FORM 990, THE ORGANIZATION'S BOARD CHAIRMAN, TREASURER, AUDIT COMMITTEE CHAIRMAN, EXECUTIVE COMMITTEE CHAIRMAN OR OTHER MEMBER OF THE BOARD WITH SIMILAR AUTHORITY WILL REVIEW THE IRS FORM 990. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FINAL IRS FORM 990 BEFORE FILING. CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S OFFICERS, DIRECTORS AND MEDICAL STAFF MEMBERS, AS APPLICABLE, SHALL DISCLOSE CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION, OR ANY ENTITY CONTROLLED BY OR OWNED IN SUBSTANTIAL PART BY THE ORGANIZATION. A QUESTIONNAIRE WHICH DISCLOSES POTENTIAL CONFLICTS OF INTEREST IS DISTRIBUTED ANNUALLY TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE GENERAL COUNSEL OF UMMS REVIEWS THE RESPONSES FOR UMMS AND CERTAIN OTHER AFFILIATES. THE CEO OR CFO OF EACH OF THE OTHER ENTITIES IN THE UMMS SYSTEM REVIEWS THE RESPONSES FOR THOSE ENTITIES. THE GENERAL COUNSEL, IN CONSULTATION WITH THE AUDIT COMMITTEE, IF NECESSARY, WOULD DETERMINE IF A CONFLICT OF INTEREST EXISTED. WITH RESPECT TO THE OTHER ENTITIES IN THE UMMS SYSTEM, THE GENERAL COUNSEL MAY BE CALLED FOR CONSULT. IF SO, THE GENERAL COUNSEL MAY CONSULT THE AUDIT COMMITTEE, IF NECESSARY. WHENEVER A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE NATURE OF THE CONFLICT OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED IN WRITING TO THE ORGANIZATION'S BOARD, BOARD COMMITTEE, AN OFFICER OF THE ORGANIZATION OR OTHER APPROPRIATE EXECUTIVE. SUCH INDIVIDUAL HAVING A POTENTIAL CONFLICT OF INTEREST SHALL PLAY NO ROLE ON BEHALF OF THE ORGANIZATION, OR ANY ORGANIZATION CONTROLLED OR SUBSTANTIALLY OWNED, IN ANY TRANSACTION IN WHICH A CONFLICT EXISTS. ALL INVITATIONS FOR BIDS, PROPOSALS OR SOLICITATIONS FOR OFFERS INCLUDE THE FOLLOWING PROVISION: ANY VENDOR, SUPPLIER OR CONTRACTOR MUST DISCLOSE ANY ACTUAL OR POTENTIAL TRANSACTION WITH ANY ORGANIZATION OFFICER, DIRECTOR, EMPLOYEE OR MEMBER OF THE MEDICAL STAFF, INCLUDING FAMILY MEMBERS WITHIN FIVE DAYS OF THE TRANSACTION. FAILURE TO COMPLY WITH THIS PROVISION IS A MATERIAL BREACH OF AGREEMENT. IN ADDITION, A BOARD DISCLOSURE REPORT IS FILED WITH THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION ON AN ANNUAL BASIS SHOWING ANY BUSINESS TRANSACTIONS BETWEEN THE BOARD MEMBERS AND THE ORGANIZATION. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, LINES 15A AND 15B THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATIONS OR AFFILIATES WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM. HOURS ON RELATED ENTITIES FORM 990, PART VII, SECTION A, COLUMN B UMMS IS A MULTI-ENTITY HEALTH CARE SYSTEM THAT INCLUDES 13 ACUTE CARE HOSPITALS, 1 ACUTE CARE HOSPITAL OWNED IN A JOINT VENTURE ARRANGEMENT AND VARIOUS SUPPORTING ENTITIES. A NUMBER OF INDIVIDUALS PROVIDE SERVICES TO VARIOUS ENTITIES WITHIN THE SYSTEM. IN GENERAL, THE OFFICERS AND KEY EMPLOYEES OF UMMS AVERAGE IN EXCESS OF 40 HOURS PER WEEK SERVING THE DIFFERENT ENTITIES THAT COMPRISE UMMS. OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 CHANGE IN PENSION LIABILITY $ 1,873,136 CHANGE IN FMV - ALTERNATIVE INVESTMENTS $ 922,144 MALPRACTICE INVESTMENT ADJUSTMENT $ 445,403 CHANGE IN EQUITY OF AFFILIATES, CPHA $ 238,647 CHANGE IN EQUITY OF AFFILIATES, FOUNDATION $ 85,738 ENTERPRISE ROAD MAP $ (1,164,997) NON OPERATING PENSION EXPENSE $ (313,362) STRATEGIC PRIORITIES $ (160,474) CHANGE IN INTERCO. - EQUITY TRANSFER TO CMG $ (36,519) -------------- TOTAL OTHER CHANGES IN NET ASSETS $ 1,889,716 ============== FORM 990 PART IX LINE 11G DESCRIPTION:SHARED SERVICES TOTAL FEES:12624955 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:5683192 FORM 990 PART IX LINE 11G DESCRIPTION:AGENCY EXP/CONTRACTUAL STAFF TOTAL FEES:3927186 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:387465 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:2837222 Baltimore Washington Emergency Phys Inc 301 Hospital Drive Glen Burnie MD 21061 521756326 Healthcare MD 501(c)(3) 12A BWHS false Baltimore Washington Healthcare Services 301 Hospital Drive Glen Burnie MD 21061 521830243 Healthcare MD 501(c)(3) 12A UMBWMS false Baltimore Washington Medical Center Inc 301 Hospital Drive Glen Burnie MD 21061 520689917 Healthcare MD 501(c)(3) 03 UMBWMS false UM Baltimore Washington Medical System 301 Hospital Drive Glen Burnie MD 21061 521830242 Healthcare MD 501(c)(3) 12A UMMSC false North Arundel Development Corporation 301 Hospital Drive Glen Burnie MD 21061 521318404 Real Estate MD 501(c)(2) NCC false North County Corporation 301 Hospital Drive Glen Burnie MD 21061 521591355 Real Estate MD 501(c)(2) UMBWMS false Chester River Health Foundation Inc 100 Brown Street Chestertown MD 21620 521338861 Fundraising MD 501(c)(3) 08 UMSRH false Univ of MD Shore Regional HealthInc 100 Brown Street Chestertown MD 21620 522046500 Healthcare MD 501(c)(3) 12A UMMSC false Chester River Hospital Center 100 Brown Street Chestertown MD 21620 520679694 Healthcare MD 501(c)(3) 03 UMSRH false Chester River Manor Inc 200 Morgnec Road Chestertown MD 21620 526070333 Healthcare MD 501(c)(3) 10 UMSRH false Maryland General Clinical Practice Group 827 Linden Avenue Baltimore MD 21201 521566211 Healthcare MD 501(c)(3) 12B UMMTH false University of Maryland Midtown Health I 827 Linden Avenue Baltimore MD 21201 521175337 Healthcare MD 501(c)(3) 12B UMMSC false Maryland General Hospital Inc 827 Linden Avenue Baltimore MD 21201 520591667 Healthcare MD 501(c)(3) 03 UMMTH false Care Health Services Inc 219 South Washington Street Easton MD 21601 521510269 Healthcare MD 501(c)(3) 10 SHS false Memorial Hospital Foundation Inc 219 South Washington Street Easton MD 21601 521282080 Fundraising MD 501(c)(3) 12A SHS false Shore Health System Inc 219 South Washington Street Easton MD 21601 520610538 Healthcare MD 501(c)(3) 03 UMSRH false University of Maryland Community Medical 22 South Greene Street Baltimore MD 21201 521874111 Healthcare MD 501(c)(3) 03 UMMSC false James Lawrence Kernan Hospital Inc 2200 Kernan Drive Baltimore MD 21207 520591639 Healthcare MD 501(c)(3) 03 UMMSC false UMMS Foundation Inc 22 South Greene Street Baltimore MD 21201 522238893 Fundraising MD 501(c)(3) 12A UMMSC false University of MD Medical System Corp 22 South Greene Street Baltimore MD 21201 521362793 Healthcare MD 501(c)(3) 03 NA false University of Maryland Charles Regional PO Box 1070 La Plata MD 20646 522155576 Healthcare MD 501(c)(3) 12C UMMSC false Charles Regional Medical Center Foundati PO Box 1070 La Plata MD 20646 521414564 Fundraising MD 501(c)(3) 12A UMCRH false Charles Regional Medical Center Auxiliar PO Box 1070 La Plata MD 20646 521131193 Fundraising MD 501(c)(3) 12A UMCRH false Univ of MD St Joseph Foundation Inc 7601 Osler Drive Towson MD 21204 521681044 Fundraising MD 501(c)(3) 12A UMSJHS false UMSJ Health System LLC 7601 Osler Drive Towson MD 21204 462097818 Healthcare MD 501(c)(3) 03 UMMSC false Harford Memorial Hospital Inc 520 Upper Chesapeake Dr Bel Air MD 21014 520591484 Healthcare MD 501(c)(3) 03 UMUCHS false UM Upper Chesapeake Health System Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398513 Healthcare MD 501(c)(3) 12C; III-FI UMMSC false Upper Chesapeake Health Foundation Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398507 Fundraising MD 501(c)(3) 12A UMUCHS false Upper Chesapeake Medical Center Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521253920 Healthcare MD 501(c)(3) 03 UMUCHS false Upper Chesapeake Medical Services Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521501734 Healthcare MD 501(c)(3) 10 UMUCHS false Upper Chesapeake Properties Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521907237 Real Estate MD 501(c)(2) UMUCHS false Upper Ches Residential Hospice House In 520 Upper Chesapeake Dr Bel Air MD 21014 260737028 Hospice MD 501(c)(3) 07 UMUCHS false Upper ChesapeakeSt Joseph Home Care I 520 Upper Chesapeake Dr Bel Air MD 21014 521229742 Home Care MD 501(c)(3) 10 UMUCHS false Dimensions Health Corporation 3001 Hospital Drive Cheverly MD 20785 521289729 Healthcare MD 501(c)(3) 03 UMMSC false Dimensions Healthcare Associates 3001 Hospital Drive Cheverly MD 20785 521902711 Healthcare MD 501(c)(3) 12A UMCAPRH false UM Capital Region Health Inc 250 W Pratt St Ste 2400 Baltimore MD 21201 823596114 Healthcare MD 501(c)(3) 12C UMMSC false Arundel Physicians Associates LLC 301 Hospital Drive Glen Burnie MD 20161 522000762 Healthcare MD APA Inc Baltimore Washington Imaging LLC 301 Hospital Drive Glen Burnie MD 20161 200806027 Healthcare MD UMBWMS Universitycare LLC 22 South Greene Street Baltimore MD 21201 521914892 Healthcare MD UMMSC O'Dea Medical Arts Limited Partnership 7601 Osler Drive Towson MD 21204 521682964 Rental MD SJMC Prop Advanced Imaging at St Joseph Medical C 7601 Osler Drive Towson MD 21204 521958002 Healthcare MD UMSJMC University of Maryland Charles Regional PO Box 1070 LaPlata MD 20646 300956382 Healthcare MD UMCRCP Baltimore ASC Ventures LLC 7620 York Road Towson MD 21204 824133899 Healthcare DE UMSJMC Arundel Physicians Associates Inc 301 Hospital Drive Glen Burnie MD 21061 521992649 Healthcare MD BWHE C Corp false Baltimore Washington Health Enterprises 301 Hospital Drive Glen Burnie MD 21061 521936656 Healthcare MD UMBWMS C Corp false BW Professional Services Inc 301 Hospital Drive Glen Burnie MD 21061 521655640 Healthcare MD BWHE C Corp false NA Executive Building Condo Assn Inc 301 Hospital Drive Glen Burnie MD 21061 Real Estate MD NADCO C Corp false UM Charles Regional Care Partners PO Box 1070 La Plata MD 20646 522176314 Healthcare MD UMCRH C Corp false University Midtown Prof Center A Condo 827 Linden Avenue Baltimore MD 21201 521891126 Real Estate MD UMMH C Corp false University of Maryland Health Advantage 22 South Greene Street Baltimore MD 21201 461411902 Insurance MD UMMSHP C Corp false University of Maryland Health Partners 22 South Greene Street Baltimore MD 21201 452815803 Insurance MD UMMSHP C Corp false University of Maryland Medical System He 22 South Greene Street Baltimore MD 21201 452815722 Insurance MD UM Hlth Vent C Corp false Upper Chesapeake Insurance Company 520 Upper Chesapeake Dr Bel Air MD 21014 980468438 Insurance MD UMUCHS LTD false Upper Chesapeake Health Ventures Inc 520 Upper Chesapeake Dr Bel Air MD 21014 522031264 Healthcare MD UMUCHS C Corp false Upper Chesapeake Medical Center Land Con 520 Upper Chesapeake Dr Bel Air MD 21014 770674478 Real Estate MD UC Med Crt C Corp false Upper Chesapeake Medical Office Building 520 Upper Chesapeake Dr Bel Air MD 21014 521946829 Real Estate MD UC Hlth Vent C Corp false Shore Orthopedics Inc 219 S Washington Street Easton MD 21601 371817262 Healthcare MD SHS C Corp false Madison Manor Inc 5801 42nd Ave Hyattsville MD 20781 521269059 Healthcare MD UMCAPRH C Corp false Affiliated Enterprises Inc 3001 Hospital Drive Cheverly MD 20785 521542144 Healthcare MD UMCAPRH C Corp false Dimensions Assurance LTD PO Box 1363 Genesis Bldg Grand Cayman CJ 980348082 Insurance CJ UMMSC C Corp false Riverside Health of Delaware Inc 1966 Greenspring Drive Ste 600 Timonium MD 21093 463205820 Healthcare DE UMMSHP C Corp false Riverside Health of DC Inc 1966 Greenspring Drive Ste 600 Timonium MD 21093 461411713 Healthcare DC UMMSHP C Corp false false false false true true false false false true false false false false true true false true true true