2018-05-11T09:09:36-05:00 2017-06-30 KPMG LLP 1676 INTERNATIONAL DRIVE McLean VA 22102 990 2016-07-01 520646893 MONTGOMERY GENERAL HOSPITAL INC % JOEL BRYAN MONT 3017748640 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 JOEL BRYAN VP/Treasurer 3017748640 2018-05-10 true jg white P01498698 7032868000 2018-05-10 2016 2022-09-23 18:48:47Z THOMAS SENKER 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 163837870 false X WWW.MONTGOMERYGENERAL.ORG X 2000 MD MEDSTAR MONTGOMERY MEDICAL CENTER IS DEDICATED TO ENHANCING OUR COMMUNITY'S HEALTH BY OFFERING HIGH QUALITY, COMPASSIONATE AND PERSONALIZED CARE. 18 15 1143 221 327902 -156168 536081 1325878 156526369 159748957 -63593 35259 3835933 2727776 160834790 163837870 0 0 0 0 70010969 74462305 0 0 0 81788775 86208343 151799744 160670648 9035046 3167222 110000271 104824605 30016405 28609478 79983866 76215127 X As a proud member of MedStar Health, MedStar Montgomery Medical Centers (MedStar Montgomery) mission is to enhance our communitys health and well-being by offering high quality, compassionate and personalized care. MedStar Montgomery is located in Olney, in northeastern Montgomery County, Maryland, a suburb of Washington, D.C. After over 90 years, the hospital remains true to its roots, offering a wide range of wellness programs and outpatient services in addition to inpatient treatment. In fiscal year 2017, MedStar Montgomery had 10,642 inpatient ADMISSIONS AND OBSERVATIONS, 76,390 outpatient visits, and 38,173 emergency visits. false false 110818325 155820738 MedStar Montgomerys largest program is access to and the provision of acute hospital services to the communities of northeastern Montgomery County, Maryland and the surrounding areas. In addition to the program service expenses listed above, MedStar Montgomery incurred $39.5M of management and general expenses in providing services to its communities. The acute care hospital offers a cardiac and vascular program, general surgery, orthopedics, cancer care, and obstetrics. With the addition of specialists from MedStar Georgetown University Hospital and MedStar Washington Hospital Center, MedStar Montgomery brings specialty care closer to its patients. MedStar Montgomery also offers inpatient and outpatient mental health services. MedStar Montgomery includes an emergency department with a dedicated Pediatric Center, a Fast-Track unit and a separate unit for crisis evaluation. 8691589 3928219 MedStar Montgomery provided $8.7M in subsidized (mission driven) health services in fiscal year 2017. 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, womens and childrens services, continuing care, and behavioral health. 1655725 MedStar Montgomery provided $1.7M in charity care services in fiscal year 2017. Charity care is provided pursuant to MedStar Healths Financial Assistance Policy to members of the community whose income is below certain thresholds and for which the hospital is not compensated. Under Marylands unique payer system, the amount reported represents MedStar Montgomerys charity care expense and revenues represent direct payments from the states charity care pool. Other charity care expenses are indirectly reimbursed via the state of Marylands payment system. 121165639 true true false false false false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false false false false false false false true true true true false false true 0 0 true 1143 true true true false false false false false false false false false X 18 15 false false false false true true true true true false false true true true true true true true true true true MD X JOEL BRYAN 4107726721 10980 GRANTCHESTER WAY COLUMBIA MD 21044 X JOSEPH BELL CHAIR 1.0 0.0 X 0 0 0 KENNETH A SAMET DIRECTOR 1.0 39.0 X X 0 7675042 76815 RICHARD WEINSTEIN MD Director 1.0 0.0 X 0 0 0 JOHN FERGUSON DIRECTOR 1.0 0.0 X 0 0 0 WENDY WALKER DVM DIRECTOR 1.0 0.0 X 0 0 0 JAMES A BONIFANT DIRECTOR 1.0 0.0 X 0 0 0 KATHERINE W FARQUHAR PHD VICE CHAIR 1.0 0.0 X 0 0 0 RICHARD KURNOT MD DIRECTOR 1.0 0.0 X 0 0 0 CYNTHIA CHROSNIAK MD PRESIDENT 1.0 0.0 X 0 0 0 Carole Derrick PRESIDENT 1.0 0.0 X 0 0 0 Daniel J Schrider DIRECTOR 1.0 0.0 X 0 0 0 Steven M Shimoura MD DIRECTOR 1.0 0.0 X 0 0 0 Ana E Maldonado DIRECTOR 1.0 0.0 X 0 0 0 Alok N Mathur DIRECTOR 1.0 0.0 X 0 0 0 THOMAS J SENKER PRESIDENT/DIRECTOR 40.0 0.0 X X 523370 0 30735 Richard M Hoffman DIRECTOR 1.0 0.0 X 0 0 0 Sujithra Jayaraj MD director 40.0 0.0 X 320932 0 22956 DEBORAH S ELLINGHAUS BOARD MEMBER (AS OF 11/2016) 1.0 0.0 X 0 0 0 David Havrilla CFO/Treasurer 40.0 0.0 X 354480 0 30090 CAROLINA CHAVARRIA SECRETARY 40.0 0.0 X 75633 0 16867 Kevin Mell VP, OPERATIONS 40.0 0.0 X 253855 0 17485 Vivian Hsia VP, HUMAN RESOURCES 40.0 0.0 X 194445 0 13292 Melissa Yeager VP, MKTNG, PLANNING, BUS DEV 40.0 0.0 X 193751 0 20857 Connie Stone VP, Patient Care Services 40.0 0.0 X 271956 0 15830 FREDERICK FINELLI VP, MEDICAL AFFAIRS 40.0 0.0 X 737098 0 26350 PHYLLIS GRAY ADMIN DIR PALLIATIVE MEDICINE 40.0 0.0 X 246142 0 14991 PETER W MONGE FORMER PRESIDENT 40.0 0.0 X 199940 0 8074 3371602 7675042 294342 48 true true false MERIDIAN ANESTHESIA PRACTICE PO BOX 400 OLNEY MD 208300400 Physican Services 4883436 Sodexo Inc PO Box 536922 ATLANTA GA 30353 PROFESSIONAL SVCS 1375377 CERNER HEALTH SERVICES INC 2800 Rockcreek Parkway NORTH KANSAS CITY MO 64117 Medical Services 1073880 AMN HEALTHCARE INC PO BOX 910739 DALLAS TX 753910739 Staffing Services 787350 EMERGENCY MEDICINE ASSOCIATES 20010 CENTURY BLVD STE 200 GERMANTOWN MD 20877 Medical Services 592752 38 458512 867366 1325878 PATIENT SERVICE REVENUE 621300 159442021 159442021 MEANINGFUL USE INCOME 621110 57207 57207 PHYSICIAN BILLING REVENUE 900099 51800 51800 PHARMACY REVENUE 900099 197929 197929 159748957 24259 24259 0 0 417796 417796 0 417796 417796 11000 11000 11000 11000 0 0 0 0 0 0 0 0 0 REBATE INCOME 525990 384326 384326 EQUITY INTEREST IN AFFILIATES 900099 163958 163958 OTHER REVENUE 900099 1761696 129973 1631723 2309980 163837870 159551028 327902 2633062 X 0 0 0 0 1646403 1359548 286855 0 208015 171796 36219 60851970 50265235 10586735 373650 307310 66340 7173139 5899576 1273563 4209128 3444929 764199 11387311 11387311 0 0 0 0 0 19971617 18413587 1558030 460967 13788 447179 519330 662012 -142682 0 0 1221987 869945 352042 50900 24341 26559 0 50657 15598 35059 1241057 1241057 0 10613640 6662538 3951102 1100315 8892 1091423 MED/SURG SUPPLIES 21935882 21983296 -47414 MAINTENANCE 6227103 2433402 3793701 IMPLANTS/PROSTHESES 4750178 4750162 16 UTILITIES 2675267 2455878 219389 4002132 1423806 2578326 160670648 121165639 39505009 0 22029 15966 2613546 340838 0 0 16234772 18562734 0 0 0 0 0 0 2723231 3334650 1189277 1399032 210069767 128898382 84971127 81171385 0 0 0 0 0 0 0 0 2246289 0 110000271 104824605 12042687 9394740 0 0 3096088 3437029 0 0 0 0 0 0 0 0 0 0 14877630 15777709 30016405 28609478 X 79983866 76215127 0 0 0 0 79983866 76215127 110000271 104824605 X 3167222 622 -6936583 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146581 146581 108549794 49591570 58958224 2699320 2265630 433690 85761265 69640419 16120846 12912807 7400763 5512044 81171385 0 MOB LIABILITY 7877865 ADVANCE HEALTH INSURANCE 4618247 WORKERS COMPENSATION 1133896 CREDIT BALANCES PATIENT AR 473407 GBR LIABILITY 271983 INTERCOMPANY PAYABLES 93952 OTHER SHORT TERM LIABILITIES 580896 OTHER LONG TERM LIABILITIES 727463 15777709 X FIN 48 FOOTNOTE SCHEDULE D, PART X INCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THEIR RESPECTIVE TAX BASES AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. ANY CHANGES TO THE VALUATION ALLOWANCE ON THE DEFERRED TAX ASSET ARE REFLECTED IN THE YEAR OF CHANGE. THE CORPORATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE FASB ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. THERE WAS NO LIABILITY RECORDED FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2017. true true X true X true X true true true false true true 1655725 1655725 0.01030 1655725 1655725 0.01030 944776 19695 925081 0.00580 80838 80838 0.00050 8691589 3928219 4763370 0.02960 98797 98797 0.00060 9816000 3947914 5868086 0.03650 11471725 3947914 7523811 0.04680 41909 41909 0.00020 12251 12251 0.00010 26386 26386 0.00010 2517 2517 0.00010 83063 83063 0.00050 true 4416008 true true 1 1 MONTGOMERY GENERAL HOSPITAL 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 X X X MONTGOMERY GENERAL HOSPITAL 1 false false true X X X X X X X X X 14 true false false true X HTTP://WWW.MEDSTARMONTGOMERY.ORG/ X true 14 true HTTP://WWW.MEDSTARMONTGOMERY.ORG/ false false true X 200. 400. X X X X X X true true X X X X true X HTTP://WWW.MEDSTARMONTGOMERY.ORG/ X HTTP://WWW.MEDSTARMONTGOMERY.ORG/ X HTTP://WWW.MEDSTARMONTGOMERY X X X X X X true X false X X X X true X false false CHNA INPUT PART V, SECTION B, LINE 5 HOSPITAL LEAD ROLE DESCRIPTION The Community Health Needs Assessment (CHNA) Hospital Lead serves as the coordinator of all aspects of the community health assessment process. He/she helps establish and coordinate the activities of the Advisory Task Force. The Lead also helps produce the hospital's Community Health Needs Assessment and Implementation Strategy. He/she works collaboratively with representatives from the Corporate Community Health Department and Georgetown University. The Lead also works closely with the writer. He/she reviews all narratives prior to publication. Name of Hospital Lead: Dairy Marroquin Executive Sponsor Role Description The Executive Sponsor serves as the conduit between the Advisory Task Force and the Senior Management Team. The sponsor is an active participant of the Advisory Task Force and he/she communicates the hospital's clinical strengths and program priorities to diverse audiences. Name of Executive Sponsor: MELISSA Yeager Advisory Task Force Role Description The Advisory Task Force (ATF) reviews primary/secondary data and local/state/federal community health goals. Based on findings, the ATF provides input into the hospital's three-year implementation strategy. As ambassadors for the CHNA process, the ATF members support efforts to optimize community participation. Note: The ATF should be a combination of community representatives and staff. Community representatives should makeup at least 50% of total participants. Name: Title/AFFILIATION NAME OF ORGANIZATION WITH HOSPITAL Dairy Marroquin Coordinator MedStar Montgomery Community Outreach Hospital Gina Cook Manager, Planning, MedStar Montgomery Marketing and Community Hospital Health MELISSA Yeager VP, Business, Marketing MedStar Montgomery and Community benefit Hospital Debra Otani Navigator,Cancer Center MedStar Montgomery Hospital Kate Davis Director, Operations MedStar Montgomery Innovation Hospital Anna Laughren Manager, Crisis MedStar Montgomery Evaluation Unit Hospital Robert Larkin, MD Physician, Emergency MGMT EMERGENCY DEPARTMENT ASSOCIATIONS, MedStar Montgomery Hospital Morton Albert, MD Physician Emergency MGM Psychiatry Dept. ASSOCIATIONS, MedStar Montgomery Hospital Ana Alvarez Member Representative Leisure World Medical Center Mary Jane Joseph COMMUNITY MEMBER PRIMARY CARE COALITION Jon Hulsizer Member Representative Olney Chamber of Commerce Marsha Batista Resident Services Public Housing Counselor Program Matt Quinn Member Representative Greater Olney Civic Association Keith Gibb President Brooke Grove Retirement Home implementation strategies Part V, Section B, Line 11 The implementation strategies serve as a roadmap for how community benefit resources will be allocated and deployed. MedStar's hospitals will be able to measure our contribution to improving the health of underserved and vulnerable populations in the regions we serve. Three-year implementation strategies with measurable objectives were developed for each hospital's community benefit service area - a specific community or target population of focus. Priorities were based on community need as determined by quantitative data and community input, as well as on hospital expertise, resources, strengths of existing programming and partnerships, and alignment with national, state, and local health goals. The MedStar Health Corporate Community Health Department will provide system-wide coordination and oversight of community benefit programming. HOSPITAL ADVISORY TASK FORCES CONVENE AT LEAST ANNUALLY TO MONITOR PROGRESS OF STRATEGY EXECUTION AND TO PROVIDE ONGOING RECOMMENDATIONS RELATED TO OUTCOMES ACHIEVEMENT, PROGRAM DEVELOPMENT, PARTNERSHIP APPROACHES, AND OVERALL IMPLEMENTATION IMPROVEMENT. FOR SIGNIFICANT NEEDS IDENTIFIED IN THE CHNA THAT THE HOSPITAL HAS NOT PRIORITIZED AS FOCUS AREAS THROUGH ITS IMPLEMENTATION STRATEGY, THESE NEEDS WILL BE ADDRESSED BY COLLABORATING WITH OTHER LEADING ORGANIZATIONS, AND BY TAKING A SUPPORTER ROLE ON IDENTIFIED NEEDS THAT ARE BEYOND THE SCOPE OF THE HOSPITALS STRENGTHS. CHARITY CARE AT COST PART I, LINE 7A MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. UNREIMBURSED MEDICAID PART I, LINE 7B MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE-SETTING SYSTEM. BAD DEBT PART III, LINES 2 & 4 MEDSTAR HEALTH AND ITS AFFILIATED ORGANIZATIONS REPORT BAD DEBT EXPENSE IN ACCORDANCE WITH ASU 2011-07, WHICH REQUIRES CERTAIN HEALTHCARE ENTITIES TO CHANGE THE PRESENTATION OF THEIR STATEMENT OF OPERATIONS BY RECLASSIFYING THE PROVISION FOR BAD DEBTS ASSOCIATED WITH PATIENT SERVICE REVENUE FROM AN OPERATING EXPENSE TO A DEDUCTION FROM PATIENT SERVICE REVENUE (NET OF CONTRACTUAL ALLOWANCES AND DISCOUNTS). 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. PART III, LINE 9B IF IT IS DETERMINED THAT A PATIENT MAY POTENTIALLY QUALIFY FOR A CHARITABLE/FINANCIAL PROGRAM, A HOLD IS PLACED ON THE ACCOUNT TO PREVENT IT FROM BEING REPORTED AS BAD DEBT UNTIL PROGRAM APPROVALS HAVE BEEN OBTAINED. IF IT IS APPROVED, THE ACCOUNT IS DOCUMENTED AND THE NECESSARY ADJUSTMENTS ARE MADE TO CLOSE THE ACCOUNT. NEEDS ASSESSMENT PART VI, LINE 2 IN FY15, MEDSTAR MONTGOMERY MEDICAL CENTER (MEDSTAR MONTGOMERY) CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN ACCORDANCE WITH THE GUIDELINES ESTABLISHED BY THE PATIENT PROTECTION AND AFFORDABLE CARE ACT AND THE INTERNAL REVENUE SERVICE. THE HOSPITALS CHNA WAS LED BY 14 ADVISORY TASK FORCE (ATF) MEMBERS, WHICH WAS COMPRISED OF A DIVERSE GROUP OF INDIVIDUALS, INCLUDING GRASSROOTS ACTIVISTS, COMMUNITY RESIDENTS, HOSPITAL REPRESENTATIVES, PUBLIC HEALTH LEADERS, AND OTHER STAKEHOLDER ORGANIZATIONS, SUCH AS REPRESENTATIVES FROM THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES. THE ATF REVIEWED QUANTITATIVE AND QUALITATIVE COMMUNITY HEALTH DATA, AS WELL AS LOCAL, REGIONAL AND NATIONAL HEALTH GOALS. BASED ON THEIR FINDINGS, ATF MEMBERS DESIGNED A SURVEY TO IDENTIFY TRENDS IN HOW PARTICIPANTS PERCEIVED THE SEVERITY OF KEY HEALTH ISSUES IN THE FOLLOWING CATEGORIES: WELLNESS AND PREVENTION, ACCESS TO CARE, QUALITY OF LIFE, AND ENVIRONMENT. COMMUNITY MEMBERS RESPONDED TO THE SURVEY BY ATTENDING A COMMUNITY INPUT SESSION OR COMPLETING IT ONLINE OR VIA HARDCOPY. BASED ON THE ATFS RECOMMENDATION, THE HOSPITAL IDENTIFIED ASPEN HILL AND BEL PRE AS ITS COMMUNITY BENEFIT SERVICE AREA (CBSA) A GEOGRAPHY WITH A HIGH DENSITY OF LOW-INCOME OR VULNERABLE RESIDENTS WITHIN CLOSE PROXIMITY OF THE HOSPITAL. HEALTH PRIORITIES FOR THE CBSA INCLUDE CHRONIC DISEASE (HEART DISEASE/STROKE, DIABETES, OBESITY, AND CANCER). THE HOSPITALS FY15 CHNA AND THREE-YEAR IMPLEMENTATION STRATEGIES WERE ENDORSED BY MEDSTAR MONGOMERYS BOARD OF DIRECTORS AND APPROVED BY THE MEDSTAR HEALTH BOARD OF DIRECTORS. THE DOCUMENT WAS PUBLISHED ON THE HOSPITALS WEBSITE ON JUNE 30, 2015. AS A PROUD MEMBER OF MEDSTAR HEALTH, REPRESENTATIVES FROM MEDSTAR MONTGOMERY ROUTINELY PARTICIPATE IN THE MEDSTAR HEALTH COMMUNITY BENEFIT WORKGROUP. THE WORKGROUP IS COMPRISED OF COMMUNITY HEALTH PROFESSIONALS WHO REPRESENT ALL TEN MEDSTAR HOSPITALS. THE TEAM ANALYZES LOCAL AND REGIONAL COMMUNITY HEALTH DATA, ESTABLISHES SYSTEM-WIDE COMMUNITY HEALTH PROGRAMMING PERFORMANCE AND EVALUATION MEASURES AND SHARES BEST PRACTICES. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3 AS ONE OF THE REGIONS 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.1 MEDSTAR HEALTH AND ITS HEALTHCARE FACILITIES WILL: * TREAT ALL PATIENTS EQUITABLY, WITH DIGNITY, WITH RESPECT AND WITH COMPASSION. * SERVE THE EMERGENCY HEALTH CARE NEEDS OF EVERYONE WHO PRESENTS AT OUR FACILITIES REGARDLESS OF A PATIENT'S ABILITY TO PAY FOR CARE. * ASSIST THOSE PATIENTS WHO ARE ADMITTED THROUGH OUR ADMISSIONS PROCESS FOR NON-URGENT, MEDICALLY NECESSARY CARE WHO CANNOT PAY FOR PART OF ALL OF THE CARE THEY RECEIVE. * BALANCE NEEDED FINANCIAL ASSISTANCE FOR SOME PATIENTS WITH BROADER FISCAL RESPONSIBILITIES IN ORDER TO KEEP ITS HOSPITALS' DOORS OPEN FOR ALL WHO MAY NEED CARE IN THE COMMUNITY. IN MEETING ITS COMMITMENTS, MEDSTAR HEALTHS FACILITIES WORK WITH THEIR UNINSURED PATIENTS TO GAIN AN UNDERSTANDING OF EACH PATIENTS FINANCIAL RESOURCES PRIOR TO ADMISSION (FOR SCHEDULED SERVICES) OR PRIOR TO BILLING (FOR EMERGENCY SERVICES). BASED ON THIS INFORMATION AND PATIENT ELIGIBILITY, MEDSTAR HEALTHS FACILITIES ASSIST UNINSURED PATIENTS WHO RESIDE WITHIN THE COMMUNITIES WE SERVE IN ONE OR MORE OF THE FOLLOWING WAYS: * ASSIST WITH ENROLLMENT IN PUBLICLY-FUNDED ENTITLEMENT PROGRAMS (E.G., MEDICAID). * ASSIST WITH CONSIDERATION OF FUNDING THAT MAY BE AVAILABLE FROM OTHER CHARITABLE ORGANIZATIONS. * PROVIDE CHARITY CARE AND FINANCIAL ASSISTANCE ACCORDING TO APPLICABLE GUIDELINES. * PROVIDE FINANCIAL ASSISTANCE FOR PAYMENT OF FACILITY CHARGES USING A SLIDING SCALE BASED ON PATIENT FAMILY INCOME AND FINANCIAL RESOURCES. * OFFER PERIODIC PAYMENT PLANS TO ASSIST PATIENTS WITH FINANCING THEIR HEALTHCARE SERVICES. EACH FACILITY POSTS 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, COMMUNICATES THE INFORMATION TO PATIENTS AS REQUIRED BY THIS POLICY AND APPLICABLE REGULATIONS AND MAKES A COPY OF THE POLICY AVAILABLE TO ALL PATIENTS. ADDITIONALLY, THE MARYLAND PATIENT INFORMATION SHEET/MEDSTARS PATIENT INFORMATION SHEET IS PROVIDED TO INPATIENTS ON ADMISSION AND AT TIME OF FINAL ACCOUNT BILLING. MEDSTAR HEALTH BELIEVES THAT ITS PATIENTS HAVE PERSONAL RESPONSIBILITIES RELATED TO THE FINANCIAL ASPECTS OF THEIR HEALTHCARE NEEDS. THE CHARITY CARE, FINANCIAL ASSISTANCE, AND PERIODIC PAYMENT PLANS AVAILABLE UNDER THIS POLICY WILL NOT BE AVAILABLE TO THOSE PATIENTS WHO FAIL TO FULFILL THEIR RESPONSIBILITIES. FOR PURPOSES OF THIS POLICY, PATIENT RESPONSIBILITIES INCLUDE: * COMPLETING FINANCIAL DISCLOSURE FORMS NECESSARY TO EVALUATE THEIR ELIGIBILITY FOR PUBLICLY-FUNDED HEALTHCARE PROGRAMS, CHARITY CARE PROGRAMS, AND OTHER FORMS OF FINANCIAL ASSISTANCE. THESE DISCLOSURE FORMS MUST BE COMPLETED ACCURATELY, TRUTHFULLY, AND TIMELY TO ALLOW MEDSTAR HEALTHS FACILITIES TO PROPERLY COUNSEL PATIENTS CONCERNING THE AVAILABILITY OF FINANCIAL ASSISTANCE. * WORKING WITH THE FACILITYS FINANCIAL COUNSELORS AND OTHER FINANCIAL SERVICES STAFF TO ENSURE THERE IS A COMPLETE UNDERSTANDING OF THE PATIENTS 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 FACILITYS FINANCIAL COUNSELORS ON A TIMELY BASIS AS THE PATIENTS CIRCUMSTANCES MAY CHANGE. * IT IS THE RESPONSIBILITY OF THE PATIENT TO INFORM THE MEDSTAR HOSPITAL OF THEIR EXISTING ELIGIBILITY UNDER A MEDICAL HARDSHIP DURING THE 12-MONTH PERIOD. UNINSURED PATIENTS OF MEDSTAR HEALTHS FACILITIES MAY BE ELIGIBLE FOR CHARITY CARE OR SLIDING-SCALE FINANCIAL ASSISTANCE UNDER THIS POLICY. THE FINANCIAL COUNSELORS AND FINANCIAL SERVICES STAFF DETERMINE ELIGIBILITY FOR CHARITY CARE AND SLIDING-SCALE FINANCIAL ASSISTANCE BASED ON REVIEW OF INCOME FOR THE PATIENT AND THEIR FAMILY (HOUSEHOLD), OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENTS FAMILY, FAMILY SIZE, AND THE EXTENT OF THE MEDICAL COSTS TO BE INCURRED BY THE PATIENT COMMUNITY INFORMATION PART VI, LINE 4 GEOGRAPHIC: MEDSTAR MONTGOMERY MEDICAL CENTERS CBSA INCLUDES RESIDENTS IN THE ASPEN HILL/BEL PRE NEIGHBORHOOD (ZIP CODE 20906). THIS CBSA WAS SELECTED DUE TO ITS PROXIMITY TO THE HOSPITAL, COUPLED WITH A HIGH DENSITY OF LOW-INCOME RESIDENTS, UNDERSERVED SENIORS AND AN ETHNICALLY DIVERSE POPULATION. ASPEN HILL IS LARGELY RESIDENTIAL BUT PLAGUED BY DEMOGRAPHICALLY ISOLATED NEIGHBORHOODS: SENIOR HOUSING, MULTI-DWELLING/APARTMENTS, AND PRIVATE HOMES. EACH NEIGHBORHOOD TENDS TO HOUSE PERSONS OF DIFFERENT SOCIO-ECONOMIC STATUS THAT IS DIRECTLY LINKED TO KEY DETERMINANTS OF POPULATION HEALTH. DEMOGRAPHICS: THE AREA ENCOMPASSED BY ZIP CODE 20906 HAS 69,820 RESIDENTS. OVER 18.9% OF RESIDENTS ARE AGE 65 AND OLDER, COMPARED TO 13.3% OF MONTGOMERY COUNTY. THE POPULATION IS RACIALLY DIVERSE, WITH 35.8% WHITE, 26.3% BLACK/AFRICAN AMERICAN, 11.1% ASIAN, WHILE 31.9% ARE OF HISPANIC ORIGIN. RELATIVE TO MONTGOMERY COUNTY, THERE ARE A LARGER PROPORTION OF BLACK/AFRICAN AMERICAN AND HISPANIC RESIDENTS. THE MEDIAN INCOME IN THE CBSA $71,423 IS LOWER THAN THE COUNTYWIDE MEDIAN $99,435 AND A HIGHER PROPORTION OF RESIDENTS IN ASPEN HILL/BEL PRE LIVE IN POVERTY 7.6% COMPARED TO 4.6% IN MONTGOMERY COUNTY. PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 AS A COMMUNITY PARTNER, MEDSTAR MONTGOMERY ENGAGES IN A NUMBER OF ACTIVITIES TO PROMOTE AND IMPROVE THE HEALTH AND WELLBEING OF THE COMMUNITY. THE PRIORITY AREAS OF FOCUS, AS DETERMINED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT IS CHRONIC DISEASE, SPECIFICALLY TARGETING HEART DISEASE/STROKE, DIABETES, OBESITY AND CANCER. IN EFFORT TO EDUCATE THE COMMUNITY ABOUT CHRONIC DISEASE PREVENTION AND MANAGEMENT, THE HOSPITALS COMMUNITY OUTREACH EFFORTS ARE FOCUSED ON INITIATIVES THAT ADDRESS AND MINIMIZE HEALTH DISPARITIES THROUGH INCREASED AWARENESS OF SYMPTOMS AND PREVENTION, UTILIZING COMMUNITY EDUCATION, SCREENING AND PHYSICAL ACTIVITY PROGRAMS, AND ALSO HELPING INDIVIDUALS TAKE STEPS TO REDUCE THOSE RISKS BY CONNECTING THEM TO APPROPRIATE CARE WHEN FOLLOW UP CARE IS NECESSARY. IN FY17 MEDSTAR MONTGOMERY CONTINUED TO COORDINATE ITS ESTABLISHED EMERGENCY DEPARTMENT (ED) - PRIMARY CARE (PC) CONNECT INITIATIVE, A COORDINATED REFERRAL PROGRAM FOCUSING ON CONNECTING UNINSURED AND UNDERSERVED SELF-PAY PATIENTS TO PRIMARY CARE AND CHRONIC DISEASE MANAGEMENT PROGRAMS. BILINGUAL POPULATION HEALTH NAVIGATORS PROVIDED REAL TIME NAVIGATION DURING ED VISITS, WORKING WITH PATIENTS TO ASSIST THEM IN SCHEDULING APPOINTMENTS AT LOCAL SAFETY-NET CLINICS, AND EDUCATING THEM ON WAYS TO ACCESS CARE IN A NON-EMERGENCY SETTINGS. ADDITIONALLY, THE HOSPITAL OFFERED AN ACCESS TO CARE/HEART HEALTH PROGRAM WITH A SPECIAL FOCUS ON SCREENING MINORITY POPULATIONS, INCLUDING ASIAN, AFRICAN AMERICAN AND HISPANIC COMMUNITIES, FOR RISK FACTORS LINKED TO HEART DISEASE, DIABETES AND OBESITY. SCREENINGS AND EDUCATION INCLUDED, CHECKING PARTICIPANTS BLOOD PRESSURE, CHOLESTEROL, AND GLUCOSE LEVELS, AS WELL AS COUNSELING THEM ON WAYS TO BRING THEIR NUMBERS DOWN THROUGH HEALTHY LIFESTYLE HABITS. THE PROGRAM ALSO FOCUSED ON UNCOVERING INDIVIDUALS WHO ARE UNINSURED AND DONT REALIZE THEYRE AT RISK. DURING THE SCREENING PROCESS, PARTICIPANTS WERE ASKED A SERIES OF QUESTIONS RELATED TO THEIR HEALTH INSURANCE AND PRIMARY CARE PROVIDER, IF FOUND TO BE UNINSURED PARTICIPANTS WERE DIRECTLY CONNECTED AND REFERRED TO ONE OF OUR PARTNERED SAFETY-NET CLINICS. SENIOR EXERCISE PROGRAMS WERE ALSO OFFERED IN FY17. THIS INITIATIVE FOCUSED ON PROVIDING FREE WEEKLY EXERCISE CLASSES FOR PERSONS 55 AND OLDER, COMPOSED OF LOW-IMPACT AEROBICS MOVEMENTS, CONCENTRATING ON IMPROVING CARDIOVASCULAR HEALTH, WEIGHT LOSS, STRENGTH, BALANCE AND FLEXIBILITY. ADDITIONALLY, MEDSTAR MONTGOMERY LAUNCHED ITS VERY FIRST LIVING-TAKE CHARGE OF YOUR HEALTH WORKSHOP, A 7-WEEK CHRONIC DISEASE SELF-MANAGEMENT PROGRAM DESIGNED TO HELP COMMUNITY MEMBERS TAKE CHARGE OF THEIR HEALTH AND THEIR LIVES. THE PROGRAM IS DESIGNED FOR ADULTS LIVING WITH A CHRONIC CONDITION, SUCH AS HEART DISEASE, DIABETES, CANCER, DEPRESSION, CHRONIC PAIN, ARTHRITIS OR ANY CHRONIC HEALTH CONCERN. PARTICIPANTS ALSO HAVE THE OPPORTUNITY TO LEARN HOW TO MANAGE SYMPTOMS, ORGANIZE MEDICATIONS, COPE WITH EMOTIONS, EAT HEALTHY, MANAGE WEIGHT, AND COMMUNICATE WITH FAMILY, FRIENDS AND HEALTHCARE PROFESSIONALS, AS WELL AS RECEIVE HELP WITH PROBLEM SOLVING AND SETTING GOALS TO IMPROVE THEIR QUALITY OF LIFE. LIVING WELL PROGRAM WORKSHOPS ARE HOSTED AT VARIOUS PARTNERED LOCATIONS INCLUDING, COMMUNITY RECREATION CENTERS, LOCAL HEALTH CLINICS AND RELIGIOUS ENTITIES AND ARE LED BY TRAINED FACILITATORS WHO MAY ALSO BE LIVING WITH A CHRONIC CONDITION. MEDSTAR MONTGOMERY IS ALSO COMMITTED TO MEETING THE NEEDS OF VULNERABLE POPULATIONS BY ESTABLISHING STRATEGIC PARTNERSHIPS AND ALLIANCES. IN FY17 THE HOSPITAL CONTINUED TO PROVIDE FINANCIAL SUPPORT TO HOLY CROSS HEALTH CENTER- ASPEN HILL, WHICH ENABLES THE CLINIC TO TREAT LOW-INCOME, UNINSURED, ETHNICALLY DIVERSE RESIDENTS AT FREE OR LOW COST. THE HOSPITAL ALSO PROVIDES IN-KIND SPACE FOR DAY-TO-DAY OPERATION OF PROYECTO SALUDS CLINICAL SPACE. WITH A FOCUS ON PERSONS WHO SPEAK SPANISH AS A PRIMARY LANGUAGE, SERVICES INCLUDE PHYSICAL EXAMINATIONS, HEALTH COUNSELING, EDUCATION, AND LABORATORY SERVICES. IN ADDITION, PROYECTO SALUD OFFERS A SEASONAL FLU CLINIC. PRESCRIPTION MEDICATIONS ARE MADE AVAILABLE THROUGH THE MONTGOMERY CARES PROGRAM. THE CLINIC ALSO PROVIDES REFERRALS FOR COUNTY SPECIALTY SERVICES, SEXUALLY TRANSMITTED INFECTIONS AND HUMAN IMMUNODEFICIENCY VIRUS (HIV) PROGRAMS, WOMENS CANCER CONTROL PROGRAM, FAMILY PLANNING, AND ALCOHOL TREATMENT AND REHABILITATION. AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6 AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR MONTGOMERY 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 MONTGOMERY WITH TECHNICAL SUPPORT TO ENHANCE COMMUNITY HEALTH PROGRAMMING AND EVALUATION. MEDSTARS CORPORATE PHILANTHROPY DEPARTMENT IDENTIFIES AND SEEKS PUBLIC AND PRIVATE FUNDING SOURCES TO ENSURE THE AVAILABILITY OF HIGH QUALITY HEALTH SERVICES, REGARDLESS OF ABILITY TO PAY. STATE FILING OF COMMUNITY BENEFIT REPORT PART VI, LINE 7 THE COMMUNITY BENEFIT REPORT FOR MEDSTAR MONTGOMERY MEDICAL CENTER IS ONLY FILED IN THE STATE OF MARYLAND. X X X X X X false false false false false false false false false PETER W MONGE FORMER PRESIDENT 43791 0 95355 0 60794 0 7950 0 124 0 208014 0 0 0 KENNETH A SAMET DIRECTOR 0 1739872 0 3775374 0 2159796 0 47768 0 29047 0 7751857 0 0 Vivian Hsia VP, HUMAN RESOURCES 155379 0 39066 0 0 0 6786 0 6506 0 207737 0 0 0 Melissa Yeager VP, MKTNG, PLANNING, BUS DEV 161109 0 32642 0 0 0 6101 0 14756 0 214608 0 0 0 Connie Stone VP, Patient Care Services 205521 0 66435 0 0 0 8195 0 7635 0 287786 0 0 0 David Havrilla CFO/Treasurer 243506 0 110974 0 0 0 15065 0 15025 0 384570 0 0 0 Kevin Mell VP, OPERATIONS 196851 0 57004 0 0 0 10880 0 6605 0 271340 0 0 0 FREDERICK FINELLI VP, MEDICAL AFFAIRS 496806 0 240292 0 0 0 7950 0 18400 0 763448 0 0 0 THOMAS J SENKER PRESIDENT/DIRECTOR 324602 0 198768 0 0 0 7950 0 22785 0 554105 0 0 0 Sujithra Jayaraj MD director 320932 0 0 0 0 0 7950 0 15006 0 343888 0 0 0 PHYLLIS GRAY ADMIN DIR PALLIATIVE MEDICINE 205740 0 40377 0 25 0 14299 0 692 0 261133 0 0 0 SCHEDULE J, PART III Mr. Samet's compensation in Part II, Column (B) includes $3,752,690, representing benefits received from executive retirement plans that are comprised of target benefits determined annually based on compensation and years of service and long-term retention arrangements. 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 MEMBERS PART VI, LINES 7A AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, THE ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE ORGANIZATION'S GOVERNING BODY. ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. THE BOARD OF MEDSTAR HEALTH, INC. HAS DELEGATED CERTAIN APPROVAL AUTHORITY TO THE GOVERNANCE COMMITTEE AND THE PRESIDENT & CEO OF MEDSTAR HEALTH, INC. DECISIONS OF GOVERNING BODY PART VI, LINES 7B AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, THE BYLAWS OF THE ORGANIZATION ARE SUBJECT TO CERTAIN RESERVED POWERS, WHICH PROVIDE THAT THE SOLE MEMBER OF THE ORGANIZATION MUST APPROVE CERTAIN DECISIONS, INCLUDING BUT NOT LIMITED TO MATTERS CONCERNING THE SALE OR PURCHASE OF REAL OR PERSONAL PROPERTY, CAPITAL BUDGETS, STRATEGIC PLANNING, INVESTMENTS, AND CORPORATE GOVERNANCE. FORM 990 REVIEW PROCESS PART VI, LINE 11B THE PROCESS FOR REVIEWING THE FORM 990 INCLUDED EDUCATION AND TRANSPARENCY. SENIOR FINANCIAL EXECUTIVES, WORKING WITH INDEPENDENT OUTSIDE EXPERTS, THOROUGHLY REVIEWED FORM 990 AND ACCOMPANYING INSTRUCTIONS. IN ADDITION, SENIOR EXECUTIVES REVIEWED THE RELEVANT SECTIONS OF THE FORM 990 WITH THE FOLLOWING COMMITTEES OF THE ORGANIZATION'S GOVERNING BODY: FINANCE, AUDIT, GOVERNANCE, STRATEGIC PLANNING, AND EXECUTIVE COMPENSATION. FOLLOWING THESE MEETINGS, THE GOVERNING BODY WAS PROVIDED A COPY OF THE FORM 990 IN ITS FINAL FORM AND GIVEN AN OPPORTUNITY TO PROVIDE ANY INPUT OR COMMENTS RELATING TO THE FORM 990 PRIOR TO ITS FILING. CONFLICT OF INTEREST POLICY Part VI, Line 12C APPOINTMENT OF BOARDS OF DIRECTORS MEDSTAR HEALTH (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS, PRIOR TO THEIR APPOINTMENT OR ELECTION, TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTION WITH MEDSTAR THAT WOULD RESULT IN A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. ANNUAL DISCLOSURES - ALL OFFICERS, DIRECTORS, AND SENIOR MANAGERS ALL OFFICERS, DIRECTORS AND SENIOR MANAGERS ARE REQUIRED, NOT LESS THAN ANNUALLY, TO COMPLETE A SURVEY OF QUESTIONS CONCERNING ANY TRANSACTIONS OR RELATIONSHIPS WHICH WOULD OR COULD REPRESENT A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) RELATED TO DIRECTORS ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. SUCH DISCLOSURES (IF ANY) RELATED TO OFFICERS AND SENIOR MANAGERS ARE REVIEWED BY AN APPROPRIATE EXECUTIVE WHO DETERMINES HOW THE MATTER SHOULD BE RESOLVED. IN ADDITION, OFFICERS AND DIRECTORS OF MARYLAND HOSPITALS AND NURSING CENTERS ARE REQUIRED TO ANNUALLY DISCLOSE ADDITIONAL INFORMATION RELATING TO POTENTIAL CONFLICTS OF INTEREST AND SUCH DISCLOSURES ARE REPORTED TO THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). EXECUTIVE COMPENSATION PROCESS PART VI, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. (THE "COMMITTEE") HAS OVERSIGHT OVER THE EXECUTIVE COMPENSATION PROGRAM (THE "PROGRAM") OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES. TOTAL COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES ARE REVIEWED AND APPROVED BY THE COMMITTEE WITH ASSISTANCE AND GUIDANCE FROM AN INDEPENDENT THIRD PARTY ADVISOR. THE MEMBERS OF THE COMMITTEE ARE INDEPENDENT FROM ALL OF THE PARTICIPANTS IN THE PROGRAM. THE MAIN OBJECTIVE OF THE PROGRAM IS TO PROVIDE MARKET COMPETITIVE TOTAL COMPENSATION THAT IS INTERNALLY EQUITABLE AND HAS A STRONG PAY-FOR-PERFORMANCE LINKAGE. PERFORMANCE IS EVALUATED AT THE SYSTEM, OPERATING UNIT, AND INDIVIDUAL LEVELS. THE OVERALL TOTAL COMPENSATION PHILOSOPHY IS MANAGED AT THE 75TH PERCENTILE OF THE COMPETITIVE MARKET FOR COMPARABLE SIZE (NET REVENUE) AND TYPE ("TAX-EXEMPT HEALTHCARE ORGANIZATIONS"). WHERE APPROPRIATE, ADDITIONAL INDUSTRY DATA IS CONSIDERED (GENERAL BUSINESS AND/OR TAXABLE HEALTHCARE) FOR SELECTED POSITIONS THAT CAN BE RECRUITED FROM OR POTENTIALLY LOST TO THESE INDUSTRIES (E.G., INFORMATION TECHNOLOGY, FINANCE, ETC.). THE COMMITTEE HAS ENGAGED ERNST & YOUNG LLP ("E&Y") TO SERVE AS AN ADVISOR ON THE REASONABLENESS AND COMPETITIVENESS OF THE PROGRAM. IN DETERMINING REASONABLENESS AND COMPETITIVENESS, E&Y REVIEWS MARKET PRACTICES AND TRENDS, AND MAKES RECOMMENDATIONS RELATED TO THE PROGRAM. E&Y UTILIZES INFORMATION FROM CUSTOM SURVEYS, NATIONAL COMPENSATION SURVEYS, PROPRIETARY DATABASES, AND CLIENT EXPERIENCES TO DETERMINE ITS FINAL RECOMMENDATIONS. E&Y PRESENTS THEIR FINDINGS AND RECOMMENDATIONS TO THE COMMITTEE. THE COMMITTEE MAKES THE FINAL DECISIONS ON ALL OF THE COMPENSATION DETERMINATIONS OF THE PROGRAM. ALL DECISIONS MADE BY THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. FINANCIAL STATEMENT AVAILABILITY PART VI, LINE 19 MEDSTAR HEALTH POSTS ITS ANNUAL FINANCIAL AUDIT AND QUARTERLY FINANCIAL REPORTS TO THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM. THE ORGANIZATION ALSO E-MAILS ITS ANNUAL AND QUARTERLY DISCLOSURES TO HOLDERS OF THE COMPANY'S PUBLICLY TRADED DEBT. THE COMPANY'S GOVERNANCE DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST THROUGH ITS CORPORATE (OR AS APPLICABLE ENTITY) PUBLIC INFORMATION OFFICES. OTHER CHANGES IN NET ASSETS PART XI, LINE 9 Net Equity Transfer .............................$ (6,936,583) FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED PROFESSIONAL SERVICE TOTAL FEES:7457955 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:4402745 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEE-NON MD TOTAL FEES:121602 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES-OTHER TOTAL FEES:3040424 FORM 990 PART IX LINE 11G DESCRIPTION:LAB SERVICES TOTAL FEES:342625 FORM 990 PART IX LINE 11G DESCRIPTION:COMMERCIAL LAUNDRY TOTAL FEES:227594 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING SERVICE EXPENSE TOTAL FEES:353306 FORM 990 PART IX LINE 11G DESCRIPTION:MISC PURCHASED SERVICES TOTAL FEES:8402 FORM 990 PART IX LINE 11G DESCRIPTION:CLEANING-CONTRACT SERVICE TOTAL FEES:137370 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:152796 FORM 990 PART IX LINE 11G DESCRIPTION:SUBSIDY EXPENSE - INTERCO. 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