MEDSTAR HEALTH RESEARCH INSTITUTE INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MEDSTAR HEALTH RESEARCH INSTITUTE INC (EIN 52-6056274)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-10
IRS object ID
201731309349304203
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-10T22:14:38-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11676 INTERNATIONAL DRIVEAddressLine1Txt
CityMcLeanCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526056274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Medstar Health Research InstituteBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOEL BRYANInCareOfNm
Business Name ControlMEDSBusinessNameControlTxt
Phone2028773756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1108 IRVING STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOEL BRYANPersonNm
Person TitleVP/TREASURERPersonTitleTxt
Phone4107726721PhoneNum
Signature2017-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJG WHITEPreparerPersonNm
PTINP01498698PTIN
Phone7032868000PhoneNum
Preparation2017-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNEIL WEISSMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1109 IRVING STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,566,025GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.MEDSTARRESEARCH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1963FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionTO SUPPORT THE ACADEMIC PLATFORM OF MEDSTAR HEALTH BY CONDUCTING HIGH QUALITY TRANSLOCATIONAL & HEALTH SVCS RESEARCH IN ALL FIELDS OF MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee333TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$131,004PYContributionsGrantsAmt
CY Contributions Grants$351,544CYContributionsGrantsAmt
PY Program Service Revenue$12,300,058PYProgramServiceRevenueAmt
CY Program Service Revenue$12,277,269CYProgramServiceRevenueAmt
PY Investment Income$298,548PYInvestmentIncomeAmt
CY Investment Income$95,375CYInvestmentIncomeAmt
PY Other Revenue$13,125,974PYOtherRevenueAmt
CY Other Revenue$15,840,408CYOtherRevenueAmt
PY Total Revenue$25,855,584PYTotalRevenueAmt
CY Total Revenue$28,564,596CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$20,564,986PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$22,069,421CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,111,078PYOtherExpensesAmt
CY Other Expenses$10,375,333CYOtherExpensesAmt
PY Total Expenses$30,676,064PYTotalExpensesAmt
CY Total Expenses$32,444,754CYTotalExpensesAmt
PY Revenues Less Expenses-$4,820,480PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,880,158CYRevenuesLessExpensesAmt
Total Assets BOY$16,171,578TotalAssetsBOYAmt
Total Assets EOY$15,990,697TotalAssetsEOYAmt
Total Liabilities BOY$5,998,581TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,884,426TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,172,997NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,106,271NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAs a proud member of MedStar Health, MedStar Health Research Institute (the Research Institute) is the research arm for MedStar, providing scientific, administrative, and regulatory support for research programs that complement the key clinical services and teaching programs in all hospitals in the System. MedStar Health Research Institute is dedicated to supporting the academic platform of MedStar Health by conducting high quality translational and health sciences research throughout the MedStar system. The Research Institute supports clinical research performed by attending medical staff, and full-time research investigators. The Research Institute and its investigators participate in a wide range of research aimed at advancing health and the quality of care by conducting health services research and by linking to major clinical service lines, including cardiovascular, oncology, diabetes, orthopaedics, rehabilitation, critical care and women's health and safety. The Research InstitutMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$21,853,852ExpenseAmt
Grant$0GrantAmt
Revenue$20,697,140RevenueAmt
DescCardiology research is responsible for coordinating and performing cardiovascular research, dedicated to developing new technologies and strategies to enhance patient care and save lives. Areas of specialization include vulnerable plaque, angiogenesis, device development, cardiac imaging, and genetic determinates of coronary disease.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,899,700ExpenseAmt
Grant$0GrantAmt
Revenue$5,569,000RevenueAmt
DescThe MedStar Clinical Research Center at MedStar Washington Hospital Center provides administrative and operational research support for federal/foundation grants and commercial trials as well as provision of care contracts, all of which are non-oncology and non-cardiology indications awarded for conduct at MedStar Washington Hospital Center.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,326,500ExpenseAmt
Grant$0GrantAmt
Revenue$1,808,700RevenueAmt
DescHealth Services Research (HSR) is responsible for coordinating and performing research on the delivery of care across the entire MedStar Health system. Specifically, HSR seeks to improve the way healthcare is delivered with a premium on conducting research related to patient safety and quality, health outcomes, health equity, improve implementation in population health , and ambulatory medicine.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$30,080,052TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee333EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOEL BRYANPersonNm
Phone4107726721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110980 GRANTCHESTER WAYAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21044ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
NEIL J WEISSMAN MD
PRESIDENT/DIRECTOR40.00.0Yes (X)Yes (X)$723,845$0$31,889
ANTHONY BOCCANFUSO PHD
CHAIRMAN1.00.0Yes (X)$0$0$0
ROBERT CLARKE MD
DIRECTOR1.00.0Yes (X)$0$0$0
ELAINE K GALLIN
VICE CHAIRMAN1.00.0Yes (X)$0$0$0
TEVI TROY PHD
DIRECTOR1.00.0Yes (X)$0$0$0
CHRISTINE MCENTEE
DIRECTOR1.00.0Yes (X)$0$0$0
MARY VANEEDA BENNETT
DIRECTOR1.00.0Yes (X)$0$0$0
EDWARD A JONES
DIRECTOR1.00.0Yes (X)$0$0$0
WAYNE L PINES
DIRECTOR1.00.0Yes (X)$0$0$0
EDWARD B HEALTON MD
DIRECTOR1.039.0Yes (X)$0$229,617$8,715
STEPHEN RT EVANS MD
DIRECTOR1.039.0Yes (X)$0$1,486,697$44,131
Dana H Frank MD
dIRECTOR40.00.0Yes (X)$422,019$0$19,379
CRAIG H LIPSET
DIRECTOR1.00.0Yes (X)$0$0$0
Barbara B Mittleman MD
DIRECTOR1.00.0Yes (X)$0$0$0
SOO Y BANG
DIRECTOR1.00.0Yes (X)$0$0$0
Francisco C Estrada
director1.00.0Yes (X)$0$0$0
GERBEN DEJONG PHD
DIRECTOR1.00.0Yes (X)$0$0$0
Bill Gayne
VP OF FINANCE & ADMINISTRATION40.00.0Yes (X)$383,434$0$13,835
ALLISON Reschovsky
SECRETARY40.00.0Yes (X)$0$90,736$55
JASON UMANS MD
SCIENTIFIC DIRECTOR40.00.0$247,143$0$7,638Yes (X)
MICHELLE MAGEE MD
SCIENTIFIC DIRECTOR40.00.0$212,311$0$18,329Yes (X)
VANITA ARODA MD
STAFF PHYSICIAN40.00.0$232,316$0$8,322Yes (X)
Kelly Smith MD
RESEARCH DIRECTOR40.00.0$196,862$0$6,022Yes (X)
Mary Anne Hinkson
VP Research Operations40.00.0$198,094$0$9,088Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,616,024TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,807,050TotReportableCompRltdOrgAmt
Total Other Compensation$167,403TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K27IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CLEVELAND CLINIC FOUNDATION
2550 CHAGRIN BLVDBEACHWOODOH44122CONSULTING SERVICES$187,500
CARDIOVASCULAR RESEARCH
55 EAST 59TH STREET 6TH FLOORNEW YORKNY10022RESEARCH CONTRACTORS$185,000
GRAND STRAND HEART AND VASCULAR CAR
933 Medical CircleMYRTLE BEACHSC29572MEDICAL SERVICES$163,410
CHESAPEAKE RESEARCH REVIEW LLC
BANK OF AMERICA PO BOX 74008070CHICAGOIL606748070RESEARCH CONTRACTORS$121,452
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
All Other Contributions$351,544AllOtherContributionsAmt
Total Contributions$351,544TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESEARCH INCOME541700$10,024,891$10,024,891
FED CONTRACT-FEE BASED REVENUE541700$2,252,378$2,252,378
FieldValueIRS element (for citing)
Total Program Service Revenue$12,277,269TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,687TotalRevenueColumnAmt
Exclusion$46,687ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$50,117SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$1,429OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$50,117SecuritiesAmt
Other-$1,429OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,688TotalRevenueColumnAmt
Exclusion$48,688ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
FUNDAMENTAL RESEARCH INCOME541700$15,797,571$15,797,571
REBATE INCOME900099$7,352$7,352
MISCELLANEOUS REVENUE900099$35,485$35,485
FieldValueIRS element (for citing)
Other Revenue Total$15,840,408OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,564,596TotalRevenueColumnAmt
Related Or Exempt Func Income$28,074,840RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$138,212ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,685,192TotalAmt
Program Services$1,446,593ProgramServicesAmt
Management And General$238,599ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,837,275TotalAmt
Program Services$13,983,469ProgramServicesAmt
Management And General$2,853,806ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$198,271TotalAmt
Management And General$198,271ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,927,542TotalAmt
Program Services$2,992,112ProgramServicesAmt
Management And General-$1,064,570ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,421,141TotalAmt
Program Services$36ProgramServicesAmt
Management And General$1,421,105ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,018,274TotalAmt
Management And General$3,018,274ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,226,557TotalAmt
Program Services$9,177,814ProgramServicesAmt
Management And General-$5,951,257ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$28,019TotalAmt
Program Services$25,346ProgramServicesAmt
Management And General$2,673ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$212,071TotalAmt
Program Services$171,038ProgramServicesAmt
Management And General$41,033ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,095,044TotalAmt
Program Services$1,095,044ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$264,035TotalAmt
Program Services$183,409ProgramServicesAmt
Management And General$80,626ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$83,520TotalAmt
Program Services$22,722ProgramServicesAmt
Management And General$60,798ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$482,343TotalAmt
Program Services$8ProgramServicesAmt
Management And General$482,335ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,089TotalAmt
Management And General$17,089ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
BAD DEBT$637,464$637,464
MED/SURG SUPPLIES$305,874-$17,787$323,661
UTILITIES$291,359$72,149$219,210
MAINTENANCE$211,330$80,681$130,649

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$502,354TotalAmt
Program Services$308,941ProgramServicesAmt
Management And General$193,413ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$32,444,754TotalAmt
Program Services$30,080,052ProgramServicesAmt
Management And General$2,364,702ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,100BOYAmt
EOY$8,224EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,722,778BOYAmt
EOY$8,869,418EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,133BOYAmt
EOY$3,303EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,912,581LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,653,661LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,331,430BOYAmt
EOY$2,258,920EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,106,137BOYAmt
EOY$4,850,832EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$16,171,578BOYAmt
EOY$15,990,697EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,108,702BOYAmt
EOY$3,306,476EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,330,013BOYAmt
EOY$1,057,496EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,559,866BOYAmt
EOY$520,454EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,998,581BOYAmt
EOY$4,884,426EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,991,600BOYAmt
EOY$9,753,818EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$926,682BOYAmt
EOY$1,095,236EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$254,715BOYAmt
EOY$257,217EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,172,997BOYAmt
EOY$11,106,271EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,171,578BOYAmt
EOY$15,990,697EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,880,158ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$348,464NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,161,896OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Medical Research OrganizationYes (X)MedicalResearchOrganizationInd

Hospital Name And Address HospitalNameAndAddressGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WASHINGTON HOSPITAL CENTER CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
CityIRVING STREET NWCityNm
State AbbreviationDCStateAbbreviationCd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,015,829OtherCostOrOtherBasisAmt
Depreciation$3,332,182DepreciationAmt
Book Value$683,647BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$610,575OtherCostOrOtherBasisAmt
Depreciation$523,126DepreciationAmt
Book Value$87,449BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,247,729OtherCostOrOtherBasisAmt
Depreciation$5,787,244DepreciationAmt
Book Value$1,460,485BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,448OtherCostOrOtherBasisAmt
Depreciation$11,109DepreciationAmt
Book Value$27,339BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,258,920TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ASSETS LIMITED AS TO USE$4,745,740
WORKERS COMP FUNDS$38,927
DEPOSITS$66,165
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,850,832TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLES$102,827
WORKERS COMPENSATION$83,586
OTHER LIABILITIES$334,041
FieldValueIRS element (for citing)
Total Liability$520,454TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$33,378,028TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$348,464NetUnrealizedGainsInvstAmt
Other Revenue$5,161,896OtherRevenueAmt
Revenue Not Reported$4,813,432RevenueNotReportedAmt
Revenue Subtotal$28,564,596RevenueSubtotalAmt
Total Revenue Per Form990$28,564,596TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$32,444,754TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$32,444,754ExpensesSubtotalAmt
Total Expenses Per Form990$32,444,754TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FIN 48 FOOTNOTEPART X, LINE 2 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, 2016.
RECONCILIATION OF REVENUEPART XI, LINE 2D EQUITY TRANSFER $5,161,896

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
NEIL J WEISSMAN MD
PRESIDENT/DIRECTOR$454,151$0$269,694$0$0$0$17,992$0$13,897$0$755,734$0$0$0
EDWARD B HEALTON MD
DIRECTOR$0$229,617$0$0$0$0$0$7,800$0$915$0$238,332$0$0
STEPHEN RT EVANS MD
DIRECTOR$0$759,387$0$711,810$0$15,500$0$15,876$0$28,255$0$1,530,828$0$0
JASON UMANS MD
SCIENTIFIC DIRECTOR$225,428$0$21,715$0$0$0$6,372$0$1,266$0$254,781$0$0$0
MICHELLE MAGEE MD
SCIENTIFIC DIRECTOR$212,311$0$0$0$0$0$17,730$0$599$0$230,640$0$0$0
VANITA ARODA MD
STAFF PHYSICIAN$211,826$0$20,490$0$0$0$7,090$0$1,232$0$240,638$0$0$0
Dana H Frank MD
dIRECTOR$391,472$0$30,547$0$0$0$7,527$0$11,852$0$441,398$0$0$0
Bill Gayne
VP OF FINANCE & ADMINISTRATION$290,620$0$92,814$0$0$0$0$0$13,835$0$397,269$0$0$0
Kelly Smith MD
RESEARCH DIRECTOR$196,862$0$0$0$0$0$4,919$0$1,103$0$202,884$0$0$0
Mary Anne Hinkson
VP Research Operations$163,844$0$34,250$0$0$0$2,321$0$6,767$0$207,182$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE J, PART IIIFormAndLineReferenceDesc
ExplanationWilliam Gaynes compensation is for services provided as CFO to both MedStar Washington Hospital Center and MedStar Health Research Institute.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ORGANIZATION MEMBERSPART 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 MEMBERSPART VI, LINE 7A AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, THE ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE ORGANIZATION'S GOVERNING BODY. ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. THE BOARD OF MEDSTAR HEALTH, INC. HAS DELEGATED CERTAIN APPROVAL AUTHORITY TO THE GOVERNANCE COMMITTEE AND THE PRESIDENT & CEO OF MEDSTAR HEALTH, INC.
DECISIONS OF GOVERNING BODYPART VI, LINE 7B AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, THE BYLAWS OF THE ORGANIZATION ARE SUBJECT TO CERTAIN RESERVED POWERS, WHICH PROVIDE THAT THE SOLE MEMBER OF THE ORGANIZATION MUST APPROVE CERTAIN DECISIONS, INCLUDING BUT NOT LIMITED TO MATTERS CONCERNING THE SALE OR PURCHASE OF REAL OR PERSONAL PROPERTY, CAPITAL BUDGETS, STRATEGIC PLANNING, INVESTMENTS, AND CORPORATE GOVERNANCE.
PROCESS FOR REVIEWING FORM 990PART 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 ENFORCEMENTPART 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) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED.
EXECUTIVE COMPENSATION PROCESSPART VI, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. (THE "COMMITTEE") HAS OVERSIGHT OVER THE EXECUTIVE COMPENSATION PROGRAM (THE "PROGRAM") OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES. TOTAL COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES ARE REVIEWED AND APPROVED BY THE COMMITTEE WITH ASSISTANCE AND GUIDANCE FROM AN INDEPENDENT THIRD PARTY ADVISOR. THE MEMBERS OF THE COMMITTEE ARE INDEPENDENT FROM ALL OF THE PARTICIPANTS IN THE PROGRAM. THE MAIN OBJECTIVE OF THE PROGRAM IS TO PROVIDE MARKET COMPETITIVE TOTAL COMPENSATION THAT IS INTERNALLY EQUITABLE AND HAS A STRONG PAY-FOR-PERFORMANCE LINKAGE. PERFORMANCE IS EVALUATED AT THE SYSTEM, OPERATING UNIT, AND INDIVIDUAL LEVELS. THE OVERALL TOTAL COMPENSATION PHILOSOPHY IS MANAGED AT THE 75TH PERCENTILE OF THE COMPETITIVE MARKET FOR COMPARABLE SIZE (NET REVENUE) AND TYPE (TAX-EXEMPT HEALTHCARE ORGANIZATIONS). WHERE APPROPRIATE, ADDITIONAL INDUSTRY DATA IS CONSIDERED (GENERAL BUSINESS AND/OR TAXABLE HEALTHCARE) FOR SELECTED POSITIONS THAT CAN BE RECRUITED FROM OR POTENTIALLY LOST TO THESE INDUSTRIES (E.G., INFORMATION TECHNOLOGY, FINANCE, ETC.). THE COMMITTEE HAS ENGAGED ERNST & YOUNG LLP ("E&Y") TO SERVE AS AN ADVISOR ON THE REASONABLENESS AND COMPETITIVENESS OF THE PROGRAM. IN DETERMINING REASONABLENESS AND COMPETITIVENESS, E&Y REVIEWS MARKET PRACTICES AND TRENDS, AND MAKES RECOMMENDATIONS RELATED TO THE PROGRAM. E&Y UTILIZES INFORMATION FROM CUSTOM SURVEYS, NATIONAL COMPENSATION SURVEYS, PROPRIETARY DATABASES, AND CLIENT EXPERIENCES TO DETERMINE ITS FINAL RECOMMENDATIONS. E&Y PRESENTS THEIR FINDINGS AND RECOMMENDATIONS TO THE COMMITTEE. THE COMMITTEE MAKES THE FINAL DECISIONS ON ALL OF THE COMPENSATION DETERMINATIONS OF THE PROGRAM. ALL DECISIONS MADE BY THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED.
FINANCIAL STATEMENTS AVAILABILITYPART 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.
FINANCIAL STATEMENTS AND REPORTINGPART XII, LINE 2C MEDSTAR HEALTH RESEARCH INSTITUTE IS PART OF THE MEDSTAR HEALTH, INC. AUDIT AND SUBJECT TO OVERSIGHT BY THE AUDIT COMMITTEE OF THE MEDSTAR BOARD.
OTHER CHANGES IN NET ASSETSPART XI, LINE 9 EQUITY TRANSFERS.....................................$ 5,161,896

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (39 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CHURCH HOME CORPORATION
10980 GRANTCHESTER WAYCOLUMBIAMD21044237374724MEDICAL FUNDMD501(C)(3)PFNAYes (true)
FRANKLIN SQUARE HOSPITAL CENTER INC
9000 FRANKLIN SQUARE DRIVEBALTIMOREMD21237520608007HOSPITALMD501(C)(3)3NAYes (true)
HARBOR HOSPITAL INC
3001 SOUTH HANOVER STREETBALTIMOREMD21225520491660HOSPITALMD501(C)(3)3NAYes (true)
MEDSTAR HEALTH INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044522087445MEDICAL SVCSMD501(C)(3)11C IIINAfalse
MONTGOMERY GENERAL HOSPITAL
18101 PRINCE PHILIP DRIVEOLNEYMD20832520646893HOSPITALMD501(C)(3)3NAYes (true)
THE GOOD SAMARITAN HOSPITAL OF MARYLAND
5601 LOCH RAVEN BLVDBALTIMOREMD21239520591607HOSPITALMD501(C)(3)3NAYes (true)
THE UNION MEMORIAL HOSPITAL
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218520591685HOSPITALMD501(C)(3)3NAYes (true)
THE MEDSTAR-GEORGETOWN MEDICAL CENTER I
HOPSITAL ADMIN 1 MAIN BLDGWASHINGTONDC20007522218584HOSPITALDC501(C)(3)3NAYes (true)
WASHINGTON HOSPITAL CENTER CORPORATION
110 IRVING STREET NWWASHINGTONDC20010521272129HOSPITALDC501(C)(3)3NAYes (true)
HH MEDSTAR HEALTH INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521542230MEDICAL SVCSMD501(C)(3)11C IIINAYes (true)
MEDSTAR AMBULATORY SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521132992ADMIN SVCSMD501(C)(3)11C IIINAYes (true)
BAY LIFE SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521496539MENTAL HEALTHMD501(C)(3)9NAYes (true)
MEDSTAR SURGERY CENTER INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521061679MEDICAL SVCSMD501(C)(3)9NAYes (true)
CHURCH HOME AND HOSPITAL OF THE CITY OF
10980 GRANTCHESTER WAYCOLUMBIAMD21044520591600HOSPITALMD501(C)(3)11A INAYes (true)
FRANKLIN SQUARE HOSPITAL CENTER FOUNDATI
9000 FRANKLIN SQUARE DRIVEBALTIMOREMD21237522329546FOUNDATIONMD501(C)(3)7NAYes (true)
GOOD SAMARITAN HOSPITAL FOUNDATION INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239522307122FOUNDATIONMD501(C)(3)11a INAYes (true)
GOOD SAMARITAN NURSING CENTER INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521672866MEDICAL SVCSMD501(C)(3)9NAYes (true)
GS HOUSING INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521481656ELDER HOUSINGMD501(C)(3)9NAYes (true)
GS PROPERTIES INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521429853ADMIN SVCSMD501(C)(3)11a INAYes (true)
HARBOR HOSPITAL FOUNDATION INC
3001 SOUTH HANOVER STREETBALTIMOREMD21225521284532FOUNDATIONMD501(C)(3)11A INAYes (true)
MEDSTAR HEALTH INFUSION INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521980510MEDICAL SVCSMD501(C)(3)9NAYes (true)
MEDSTAR HEALTH VISITING NURSES ASSOCIATI
4061 POWDERMILL ROADCALVERTONMD20705530196597MEDICAL SVCSMD501(C)(3)9NAYes (true)
MEDSTAR VNA HEALTHCARE
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521458516MEDICAL SVCSMD501(C)(3)9NAYes (true)
MGH COMMUNITY HEALTH INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521372467MEDICAL SVCSMD501(C)(3)9NAYes (true)
MGH HEALTH FOUNDATION INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521129959FOUNDATIONMD501(C)(3)7NAYes (true)
MGH HEALTH SERVICES INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521366812FOUNDATIONMD501(C)(3)11B IINAYes (true)
MGH WOMEN'S BOARD
18101 PRINCE PHILIP DRIVEOLNEYMD20832526039600FOUNDATIONMD501(C)(3)11C IIINAYes (true)
NATIONAL REHABILITATION HOSPITAL
102 IRVING STREET NWWASHINGTONDC20010521369749HOSPITALDC501(C)(3)3NAYes (true)
REGIONAL REHAB AT OLNEY INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832522310902MEDICAL SVCSMD501(C)(3)3NAYes (true)
SUBURBAN NRH MEDICAL REHABILITATION I
102 IRVING STREET NWWASHINGTONDC20010521931151MEDICAL SVCSDC501(C)(3)3NAYes (true)
THE THOMAS O'NEIL CATHOLIC HEALTH CARE F
5601 LOCH RAVEN BLVDBALTIMOREMD21239521104382FOUNDATIONMD501(C)(3)11D IIINAYes (true)
VNA INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521332411ADMIN SVCSMD501(C)(3)11A INAYes (true)
WHC FOUNDATION INC
110 IRVING STREET NWWASHINGTONDC20010521791670FOUNDATIONDC501(C)(3)7NAYes (true)
WOODBOURNE WOODS INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239522299070ELDER HOUSINGMD501(C)(3)9NAYes (true)
HOSPICE OF ST MARY'S INC
PO BOX 527LEONARDTOWNMD20650522153926SUPPORT ORGMD501(C)(3)11A INAYes (true)
ST MARY'S HOSPITAL OF ST MARY'S COUNTY
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650520619006HOSPITALMD501(C)(3)3NAYes (true)
ST MARY'S HOSPITAL FOUNDATION INC
PO BOX 527LEONARDTOWNMD20650521051368SUPPORT ORGMD501(C)(3)11A INAYes (true)
Medstar Southern MD Hospital Center Inc
7503 Surratts RoadClintonMD20735460726303HOSPITALMD501(C)(3)3NAYes (true)
MEDSTAR HEALTH INC AND AFFILIATES MASTER
10980 GRANTCHESTER WAYCOLUMBIAMD21044467454613RETIREMENT TRMD501(a)N/ANAYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PHYSICIAN IMAGING OF WASHINGTON HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16525 BELCREST ROAD SUITE G 50AddressLine1Txt
CityHYATTSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20782ZIPCd
FieldValueIRS element (for citing)
EIN562616090EIN
Primary ActivitiesLAB SERVICESPrimaryActivitiesTxt
Legal Domicile StateMDLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Disproportionate AllocationsfalseDisproportionateAllocationsInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACdForeign PostalForeignAddress/ForeignPostalCd
MEDSTAR PHARMACIES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521513056DRUG SALESMDNAC CORP
EXTENCARE INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521556228MEDICAL SERVIMDNAC CORP
HELIX RESOURCES MANAGEMENT INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521913070ADMIN SERVICEMDNAC CORP
HELIXCARE MEDICAL GROUP LLC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521955580MEDICAL SERVIMDNAC CORP
HELIXCARE PROPERTIES LLC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521966695MEDICAL SERVIMDNAC CORP
PARKWAY VENTURES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521893569HOLDING COMPAMDNAC CORP
PHYSICIANS ADMINISTRATIVE SERVICES INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044237042074BILLING SERVIMDNAC CORP
MEDSTAR FAMILY CHOICE INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044521995521MANAGED CAREMDNAC CORP
MEDSTAR ENTERPRISES INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705522139841ADMIN SERVICEMDNAC CORP
STAR BILLING INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521850113BILLING SERVIMDNAC CORP
WASHINGTON RISK NETWORK MANAGEMENT INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705522132677MEDICAL SERVIMDNAC CORP
WASHINGTON HOSPITAL CENTER PHYSICIAN HOS
100 IRVING STREET NWWASHINGTONDC20010521931000MEDICAL SERVIMDNAC CORP
MEDSTAR PHYSICIAN PARTNERS INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705522030809MEDICAL SERVIMDNAC CORP
FRANKLIN SQUARE DRIVE LAND CONDO ASSOCIA
10980 GRANTCHESTER WAYCOLUMBIAMD21044760756352CONDO OWNER AMDNAC CORP
MGH DIVERSIFIED SERVICES INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521943602MEDICAL SERVIMDNAC CORP
ST MARY'S HEALTH ALLIANCE INC
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650521930331MEDICAL SERVIMDNAC CORP
GREENSPRING FINANCIAL INSURANCE LIMITED
980188617INSURANCENAC CORP23 LIME TREE BAY AVENUEPO BOX 1051 KY1-1102CJCJ
ST MARY'S CONDO ASSOCIATION
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650273377216CONDOMINIUMSMDNAC CORP
SITEL INC
10980 GRANTCHESTER WAYCOLUMBIAMD21044900753340MEDICAL SERVIMDC CORPN/A
MEDSTAR HEALTH MASTER RETIREMENT TRUST I
999999999INVESTMENTSNAC CORP102 SOUTH CHURCH STGRAND CAYMANCJCJKY1-1002
MEDSTAR HEALTH INC - INVESTMENT FUND I
981310273INVESTMENTSNAC CORP102 SOUTH CHURCH STGRAND CAYMANCJCJKY1-1002
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (22 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Bay Life Services INC
p$3,503,711fmv
Church Home Corporation
q$5,666,154fmv
FRANKLIN SQUARE HOSPITAL CENTER INC
q$3,642,298fmv
THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC
q$479,185fmv
Good Samaritan Nursing Center INC
q$9,912,320fmv
HARBOR HOSPITAL INC
q$1,786,194fmv
HH MEDSTAR HEALTH INC
p$3,321,598fmv
Hospice of St Mary's INC
p$801,683fmv
MedStar Ambulatory Services INC
q$470,506fmv
MedStar Family Choice INC
p$387,719fmv
THE MedStar-Georgetown Medical Center INC
q$4,143,396fmv
MedStar Health Inc
p$31,889,871fmv
MedStar Health Visiting Nurse Association
q$287,057fmv
MONTGOMERY GENERAL HOSPITAL
q$863,686fmv
NATIONAL REHABILITATION HOSPITAL
q$347,481fmv
Parkway Ventures INC
q$315,790fmv
MEDSTAR SOUTHERN MD HOSPITAL CENTER INC
q$1,296,058fmv
ST MARY'S HOSPITAL OF ST MARY'S COUNTY
q$1,421,364fmv
The Union Memorial Hospital
q$2,979,382fmv
VNA Inc
p$537,819fmv
WASHINGTON HOSPITAL CENTER CORPORATION
q$6,005,397fmv
Medstar Physician Partners INC
p$221,656fmv

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