2016-05-11T18:43:05-05:00 2015-06-30 KPMG LLP 1676 International Drive McLean VA 22102 990 2014-07-01 520646893 MONTGOMERY GENERAL HOSPITAL INC % JOEL BRYAN MONT 3017748640 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 Joel Bryan Vice President/Treasurer 4107726721 2016-04-26 true Margaret A Bradshaw P00501222 7032868000 2016-04-26 2014 2016-08-17 19:52:53Z MEDSTAR MONTGOMERY MEDICAL CENTER PETER MONGE 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 159057383 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. 16 12 1464 251 176952 -9495 0 0 145827727 155713415 13122 15238 2888368 3328730 148729217 159057383 0 0 0 0 67246301 69459778 0 0 0 74409333 82501167 141655634 151960945 7073583 7096438 145739697 127577040 39049033 32580500 106690664 94996540 X AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR MONTGOMERY MEDICAL CENTER'S (MEDSTAR MONTGOMERY) MISSION IS TO ENHANCE OUR COMMUNITY'S 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 2015, MEDSTAR MONTGOMERY HAD 8,715 INPATIENT ADMISSIONS, AND 83,456 OUTPATIENT VISITS INCLUDING 40,224 EMERGENCY VISITS. false false 108913053 155713415 MEDSTAR MONTGOMERY'S 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 $38.4M 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. IT IS A CERTIFIED CHEST PAIN CENTER BY THE SOCIETY OF CHEST PAIN CENTERS, AND RECOGNIZED BY THE JOINT COMMISSION AS A PRIMARY STROKE CENTER. FOR THE FIFTH CONSECUTIVE YEAR, MEDSTAR MONTGOMERY WAS THE RECIPIENT OF THE DELMARVA FOUNDATION FOR MEDICAL CARE'S EXCELLENCE AWARD FOR QUALITY IMPROVEMENT IN HOSPITALS. 3172151 MEDSTAR MONTGOMERY PROVIDED $3.2M IN CHARITY CARE SERVICES IN FISCAL YEAR 2015. CHARITY CARE IS PROVIDED PURSUANT TO MEDSTAR HEALTH'S FINANCIAL ASSISTANCE POLICY TO MEMBERS OF THE COMMUNITY WHOSE INCOME IS BELOW CERTAIN THRESHOLDS AND FOR WHICH THE HOSPITAL IS NOT COMPENSATED. UNDER MARYLAND'S UNIQUE PAYER SYSTEM, THE AMOUNT REPORTED REPRESENTS MEDSTAR MONTGOMERY'S CHARITY CARE EXPENSE AND REVENUES REPRESENT DIRECT PAYMENTS FROM THE STATE'S CHARITY CARE POOL. OTHER CHARITY CARE EXPENSES ARE INDIRECTLY REIMBURSED VIA THE STATE OF MARYLAND'S PAYMENT SYSTEM. 1502518 MEDSTAR MONTGOMERY PROVIDED $1.5M IN SUBSIDIZED (MISSION DRIVEN) HEALTH SERVICES IN FISCAL YEAR 2015. 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 EMERGENCY AND TRAUMA SERVICES, HOSPITALISTS, AND PSYCHIATRY. 113587722 true false 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 89 0 true 1464 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 JOEL BRYAN 4107726721 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 X PETER MONGE PRESIDENT/DIRECTOR 39.0 1.0 X X 822936 0 29110 JOSEPH BELL CHAIR 1.0 0.0 X 0 0 0 DEE HAWKINS DIRECTOR (UNTIL 9/2014) 1.0 0.0 X 0 0 0 KENNETH A SAMET DIRECTOR 1.0 39.0 X 0 4325505 64424 AMY AMPEY MD DIRECTOR 1.0 39.0 X 0 248282 0 CHARLES F MESS SR MD DIRECTOR (UNTIL 9/2014) 1.0 0.0 X 0 0 0 BENNETT MORRISON MD DIRECTOR (UNTIL 9/2014) 1.0 39.0 X 0 104798 449 RICHARD WEINSTEIN MD Director 1.0 0.0 X 40000 0 0 KEVIN FLANNERY CHAIR (UNTIL 5/2015) 1.0 0.0 X 0 0 0 SHEILA WOODARD DIRECTOR (UNTIL 9/2014) 1.0 0.0 X 0 0 0 IVONNE GIULIANA CENTTY DDS DIRECTOR (UNTIL 9/2014) 1.0 0.0 X 0 0 0 JOHN FERGUSON DIRECTOR 1.0 0.0 X 0 0 0 FADIA KINKEL DIRECTOR (UNTIL 9/2014) 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 DIRECTOR 1.0 0.0 X 0 0 0 RICHARD KURNOT MD DIRECTOR 1.0 0.0 X 0 0 0 CYNTHIA CHROSNIAK MD DIRECTOR 1.0 0.0 X 41700 0 0 Joan B Patchett DIRECTOR (UNTIL 3/2015) 1.0 0.0 X 0 0 0 Carole Derrick DIRECTOR (AS OF 5/2015) 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 David Havrilla CFO/Treasurer 40.0 0.0 X 320852 0 32874 DENISE SCHMIDT SECRETARY 40.0 0.0 X 76037 0 14128 Connie Stone VP, Patient Care Services 40.0 0.0 X 242749 0 20451 Kevin Mell VP, OPERATIONS 40.0 0.0 X 228227 0 20941 FREDERICK FINELLI VP, MEDICAL AFFAIRS 40.0 0.0 X 614877 0 33757 Vivian Hsia VP, HUMAN RESOURCES 40.0 0.0 X 174841 0 12251 Owen Horne NETWORK MANAGER 40.0 0.0 X 163036 0 18958 Melissa Yeager VP, MKTNG, PLANNING, BUS DEV 40.0 0.0 X 177882 0 18083 Marybeth Kazanas DIRECTOR OF PHARMACY 40.0 0.0 X 160537 0 5898 Davis Pallan PHARMACIST 40.0 0.0 X 146574 0 17275 3210248 4678585 288599 91 false true false MERIDIAN ANESTHESIA PRACTICE PO BOX 400 OLNEY MD 208300400 MEDICAL SERVICES 4833436 COMMUNITY RADIOLOGY ASSOC 10373-A REISTERSTOWN RD OWINGS MILLS MD 21117 Medical Services 668920 Sodexo Inc PO Box 536922 ATLANTA GA 30353 Nutrition Services 1410233 EMERGENCY MEDICINE ASSOCIATES 20010 CENTURY BLVD STE 200 GERMANTOWN MD 20877 Medical Services 584040 PULMONOLOGISTS PC 16220 FREDERICK RD SUITE 213 GAITHERSBURG MD 20877 Medical Services 333747 8 0 Patient Service Revenue 621300 154987328 154987328 Physician billing revenue 900099 672207 672207 MEANINGFUL USE INCOME 621110 52200 52200 Other Program Service Revenue 900099 1680 1680 155713415 8640 8640 0 0 581701 581701 0 581701 581701 934 5664 934 5664 6598 6598 0 0 0 Equity Interest in Affiliates 900099 12510 12510 Telephone Revenue 900099 163586 113807 49779 Rebate Income 525990 510306 510306 2060627 63145 1997482 2747029 159057383 155713415 176952 3167016 X 0 0 0 0 2610482 2092287 518195 0 52403979 42001616 10402363 450693 450693 9753572 7816992 1936580 4241052 3401125 839927 7283016 7283016 27706 27706 0 0 0 0 18561556 17276171 1285385 753443 63763 689680 578432 450008 128424 0 0 1055052 764534 290518 43662 12588 31074 0 80273 1295 78978 1978900 1978900 0 10645422 4087273 6558149 0 989240 989240 MED/SURG SUPPLIES 21389806 21329289 60517 Implants/Prostheses 5164947 5164947 MAINTENANCE CONTRACTS 4427142 1254646 3172496 CHARITY CARE 3172151 3172151 6350419 4699037 1651382 151960945 113587722 38373223 0 0 0 35140183 12313262 0 0 17573967 19746849 0 0 0 0 0 0 2325518 2361747 1478172 1087790 201362991 109517136 89077809 91845855 0 0 144048 221537 0 0 0 0 0 0 145739697 127577040 16370413 13711000 0 0 280984 187694 0 0 0 0 0 0 0 0 0 0 22397636 18681806 39049033 32580500 X 106690664 94996540 0 0 0 0 106690664 94996540 145739697 127577040 X 7096438 -4920 -18785642 X false true X true false X 146581 146581 102302007 42035737 60266270 2651026 1976730 674296 82372573 59413047 22959526 13890804 6091622 7799182 91845855 0 MOB LIABILITY 7877865 ADVANCE HEALTH INSURANCE 3915288 GBR LIABILITY 2999256 DUE TO RELATED ORGANIZATIONS 1147222 WORKERS COMPENSATION 1003012 CREDIT BALANCES PATIENT AR 426261 OTHER LIABILITIES 1312902 18681806 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, 2015. true true X true X true X true true true false true true 3062094 3062094 0.02060 3062094 3062094 0.02060 1498115 24435 1473680 0.00990 77385 77385 0.00050 1502518 1502518 0.01010 171669 171669 0.00120 93240 93240 0.00060 3342927 24435 3318492 0.02230 6405021 24435 6380586 0.04290 73420 73420 0.00050 3462 3462 29317 29317 0.00020 106199 106199 0.00070 true 5332848 true true 1 1 MONTGOMERY GENERAL HOSPITAL 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 X X X MONTGOMERY GENERAL HOSPITAL 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 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 true X false true X false false CHARITY CARE AT COST PART I, LINE 7A MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. UNREIMBURSED MEDICAID PART I, LINE 7B MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE-SETTING SYSTEM. BAD DEBT PART III, LINE 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. 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: Nikki 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 HOSPITAL WITH HOSPITAL EMPLOYEE (i.e., board (yes/no) member,volun- teer, community advocate,staff) Dairy Marroquin Community Outreach STAFF YES Coordinator Gina Cook Manager, Planning STAFF YES and Community Health Nikki Yeager VP, Business, Marketing Staff Yes and Community benefit Debra Otani Cancer Center Navigator Staff YES Kate Davis Director, Operations Staff YES Innovation Anna Laughren Manager, Crisis Staff YES Evaluation Unit Dr. Robert Larkin Physician, Staff YES emergency Dept. Dr. Morton Albert Physician STAFF YES Psychiatry Dept. Ana Alvarez Member Representative, Volunteer NO Leisure World Medical Center Mary Jane Joseph COMMUNITY MEMBER, COMMUNITY NO PRIMARY CARE COALITION ADVOCATE Jon Hulsizer Member Representative, COMMUNITY NO Olney Chamber of ADVOCATE Commerce Marsha Batista Resident Services COMMUNITY NO Counselor, Public ADVOCATE Housing Program Matt Quinn Member Representative, COMMUNITY NO Greater Olney Civic ADVOCATE Association Keith Gibb President , Brooke Grove community no Retirement Home advocate NEEDS ASSESSMENT Part V, Section B, Line 8 The implementation strategies serve as a roadmap for how community benefit resources will be allocated and deployed. MedStar's hospitals will be able to measure our contribution to improving the health of underserved and vulnerable populations in the regions we serve. Three-year implementation strategies with measurable objectives were developed for each hospital's community benefit service area - a specific community or target population of focus. Priorities were based on community need as determined by quantitative data and community input, as well as on hospital expertise, resources, strengths of existing programming and partnerships, and alignment with national, state, and local health goals. The MedStar Health Corporate Community Health Department will provide system-wide coordination and oversight of community benefit programming. PART VI, LINE 2 IN 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 HOSPITAL'S 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 ATF'S 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 HOSPITAL'S FY15 CHNA AND THREE-YEAR IMPLEMENTATION STRATEGIES WERE ENDORSED BY MEDSTAR MONTGOMERY'S BOARD OF DIRECTORS AND APPROVED BY THE MEDSTAR HEALTH BOARD OF DIRECTORS. THE DOCUMENT WAS PUBLISHED ON THE HOSPITAL'S WEBSITE ON JUNE 30, 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 REGION'S LEADING NOT-FOR-PROFIT HEALTHCARE SYSTEMS, MEDSTAR HEALTH IS COMMITTED TO ENSURING THAT UNINSURED PATIENTS WITHIN THE COMMUNITIES WE SERVE WHO LACK FINANCIAL RESOURCES HAVE ACCESS TO NECESSARY HOSPITAL SERVICES MEDSTAR HEALTH AND ITS HEALTHCARE FACILITIES WILL: * TREAT ALL PATIENTS EQUITABLY, WITH DIGNITY, WITH RESPECT AND WITH COMPASSION. * SERVE THE EMERGENCY HEALTH CARE NEEDS OF EVERYONE WHO PRESENTS AT OUR FACILITIES REGARDLESS OF A PATIENT'S ABILITY TO PAY FOR CARE. * ASSIST THOSE PATIENTS WHO ARE ADMITTED THROUGH OUR ADMISSIONS PROCESS FOR NON-URGENT, MEDICALLY NECESSARY CARE WHO CANNOT PAY FOR PART OF ALL OF THE CARE THEY RECEIVE. * BALANCE NEEDED FINANCIAL ASSISTANCE FOR SOME PATIENTS WITH BROADER FISCAL RESPONSIBILITIES IN ORDER TO KEEP ITS HOSPITALS' DOORS OPEN FOR ALL WHO MAY NEED CARE IN THE COMMUNITY. IN MEETING ITS COMMITMENTS, MEDSTAR HEALTH'S FACILITIES WORK WITH THEIR UNINSURED PATIENTS TO GAIN AN UNDERSTANDING OF EACH PATIENT'S FINANCIAL RESOURCES PRIOR TO ADMISSION (FOR SCHEDULED SERVICES) OR PRIOR TO BILLING (FOR EMERGENCY SERVICES). BASED ON THIS INFORMATION AND PATIENT ELIGIBILITY, MEDSTAR HEALTH'S FACILITIES ASSISTS 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/MEDSTAR'S 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 HEALTH'S FACILITIES TO PROPERLY COUNSEL PATIENTS CONCERNING THE AVAILABILITY OF FINANCIAL ASSISTANCE. * WORKING WITH THE FACILITY'S FINANCIAL COUNSELORS AND OTHER FINANCIAL SERVICES STAFF TO ENSURE THERE IS A COMPLETE UNDERSTANDING OF THE PATIENT'S FINANCIAL SITUATION AND CONSTRAINTS. * COMPLETING APPROPRIATE APPLICATIONS FOR PUBLICLY-FUNDED HEALTHCARE PROGRAMS. THIS RESPONSIBILITY INCLUDES RESPONDING IN A TIMELY FASHION TO REQUESTS FOR DOCUMENTATION TO SUPPORT ELIGIBILITY. * MAKING APPLICABLE PAYMENTS FOR SERVICES IN A TIMELY FASHION, INCLUDING ANY PAYMENTS MADE PURSUANT TO DEFERRED AND PERIODIC PAYMENT SCHEDULES. * PROVIDING UPDATED FINANCIAL INFORMATION TO THE FACILITY'S FINANCIAL COUNSELORS ON A TIMELY BASIS AS THE PATIENT'S CIRCUMSTANCES MAY CHANGE. * IT IS THE RESPONSIBILITY OF THE PATIENT TO INFORM THE MEDSTAR HOSPITAL OF THEIR EXISTING ELIGIBILITY UNDER A MEDICAL HARDSHIP DURING THE 12-MONTH PERIOD. UNINSURED PATIENTS OF MEDSTAR HEALTH'S FACILITIES MAY BE ELIGIBLE FOR CHARITY CARE OR SLIDING-SCALE FINANCIAL ASSISTANCE UNDER THIS POLICY. THE FINANCIAL COUNSELORS AND FINANCIAL SERVICES STAFF DETERMINE ELIGIBILITY FOR CHARITY CARE AND SLIDING-SCALE FINANCIAL ASSISTANCE BASED ON REVIEW OF INCOME FOR THE PATIENT AND THEIR FAMILY (HOUSEHOLD), OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENT'S FAMILY, FAMILY SIZE, AND THE EXTENT OF THE MEDICAL COSTS TO BE INCURRED BY THE PATIENT COMMUNITY INFORMATION PART VI, LINE 4 GEOGRAPHIC: MEDSTAR MONTGOMERY MEDICAL CENTER'S 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 67,387 RESIDENTS. OVER 19% OF RESIDENTS ARE AGE 65 AND OLDER, COMPARED TO 12% OF MONTGOMERY COUNTY. THE POPULATION IS RACIALLY DIVERSE, WITH 44.3% WHITE, 25.5% BLACK/AFRICAN AMERICAN, 12.3% ASIAN AND 17.9% IDENTIFYING AS "OTHER," WHILE 30.2% ARE OF HISPANIC ORIGIN. RELATIVE TO MONTGOMERY COUNTY, THERE ARE A LARGER PROPORTION OF BLACK/AFRICAN AMERICAN AND HISPANIC RESIDENTS, AND THERE ARE MORE FOREIGN-BORN RESIDENTS IN ZIP CODE 20906 (41.9% VS. 32.1%). THE MEDIAN INCOME IN THE CBSA ($72,354) IS LOWER THAN THE COUNTYWIDE MEDIAN ($98,221), AND A HIGHER PROPORTION OF RESIDENTS IN ASPEN HILL/BEL PRE LIVE IN POVERTY (10.8% VS. 6.7%). BLACKS/AFRICAN AMERICANS, MALES AND OLDER ADULTS HAVE THE HIGHEST PREVALENCE OF HEART DISEASE, CHOLESTEROL AND HIGH BLOOD PRESSURE IN MONTGOMERY COUNTY. AS THE ASPEN HILL/BEL PRE POPULATION IS DISPROPORTIONATELY COMPRISED OF BLACKS/AFRICAN AMERICANS AND OLDER ADULTS, IT REPRESENTS A HIGH-RISK AREA WHERE CHRONIC DISEASE PREVENTION AND EDUCATION CAN HAVE THE GREATEST IMPACT. 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, MEDSTAR MONTGOMERY WILL OFFER AN ACCESS TO CARE/HEART HEALTH PROGRAM WITH A SPECIAL FOCUS ON SCREENING MINORITY POPULATIONS, INCLUDING AFRICAN AMERICAN AND HISPANIC COMMUNITIES, FOR RISK FACTORS LINKED TO HEART DISEASE. THE HOSPITAL WILL ALSO CONTINUE IT'S PARTNERSHIP WITH THE PRIMARY CARE COALITION TO PROVIDE A COORDINATED REFERRAL PROGRAM, KNOWN AS EMERGENCY DEPARTMENT (ED) - PRIMARY CARE (PC) CONNECT. THE GOAL OF THE PROGRAM IS TO REDUCE EMERGENCY DEPARTMENT UTILIZATION BY IMPROVING ACCESS TO CARE FOR LOW-INCOME UNINSURED PATIENTS, WITH A FOCUS ON CONTINUITY OF CARE FOR IMPROVED HEALTHCARE STATUS. A BILINGUAL POPULATION HEALTH NAVIGATOR WILL CONTINUE TO PROVIDE REAL TIME NAVIGATION DURING ED VISITS, WILL WORK WITH PATIENTS TO ASSIST THEM IN SCHEDULING APPOINTMENTS AT LOCAL SAFETY-NET CLINICS, AND WILL EDUCATE THEM ON WAYS TO ACCESS CARE IN NON-EMERGENCY SETTINGS. ADDITIONALLY, THE HOSPITAL WILL OFFER LUNG CANCER SUPPORT PROGRAMS THAT WILL FOCUS ON SMOKING CESSATION ACTIVITIES TO SUPPORT INDIVIDUALS WHO WISH TO QUIT. 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. MEDSTAR'S CORPORATE PHILANTHROPY DEPARTMENT IDENTIFIES AND SEEKS PUBLIC AND PRIVATE FUNDING SOURCES TO ENSURE THE AVAILABILITY OF HIGH QUALITY HEALTH SERVICES, REGARDLESS OF ABILITY TO PAY. STATE FILING OF COMMUNITY BENEFIT REPORT PART VI, LINE 7 THE COMMUNITY BENEFIT REPORT FOR MEDSTAR 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 MONGE PRESIDENT/DIRECTOR 439726 0 383210 0 0 0 13162 0 15948 0 852046 0 0 0 KENNETH A SAMET DIRECTOR 0 1526829 0 2783911 0 14765 0 43766 0 20658 0 4389929 0 0 AMY AMPEY MD DIRECTOR 0 248282 0 0 0 0 0 0 0 0 0 248282 0 0 Vivian Hsia VP, HUMAN RESOURCES 174841 0 0 0 0 0 6221 0 6030 0 187092 0 0 0 Owen Horne NETWORK MANAGER 163036 0 0 0 0 0 6022 0 12936 0 181994 0 0 0 Melissa Yeager VP, MKTNG, PLANNING, BUS DEV 177882 0 0 0 0 0 4721 0 13362 0 195965 0 0 0 Connie Stone VP, Patient Care Services 242749 0 0 0 0 0 7651 0 12800 0 263200 0 0 0 David Havrilla CFO/Treasurer 320852 0 0 0 0 0 14104 0 18770 0 353726 0 0 0 Kevin Mell VP, OPERATIONS 228227 0 0 0 0 0 10853 0 10088 0 249168 0 0 0 FREDERICK FINELLI VP, MEDICAL AFFAIRS 469980 0 144897 0 0 0 7650 0 26107 0 648634 0 0 0 Marybeth Kazanas DIRECTOR OF PHARMACY 160537 0 0 0 0 0 5340 0 558 0 166435 0 0 0 Davis Pallan PHARMACIST 146574 0 0 0 0 0 7072 0 10203 0 163849 0 0 0 SCHEDULE J, PART I, LINE 4B Mr. Samet's bonus and incentive compensation in Part II, Column (B) (ii) includes $620,610, representing benefits received from executive retirement plans that are comprised of target benefits determined annually based on compensation and years of service. 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 .............................$ (18,785,642) FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:5734593 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:4446772 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSION FEES-OTHER TOTAL FEES:3906523 FORM 990 PART IX LINE 11G DESCRIPTION:MISC PURCHASED SERVICES TOTAL FEES:874796 FORM 990 PART IX LINE 11G DESCRIPTION:COLLECTION AGENCY FEES TOTAL FEES:263473 FORM 990 PART IX LINE 11G DESCRIPTION:LAB SERVICES TOTAL FEES:462353 FORM 990 PART IX LINE 11G DESCRIPTION:COMMERCIAL LAUNDRY TOTAL FEES:102302 FORM 990 PART IX LINE 11G DESCRIPTION:CLEANING-CONTRACT SERVICE TOTAL FEES:154869 FORM 990 PART IX LINE 11G DESCRIPTION:BANK FEES TOTAL FEES:118522 FORM 990 PART IX LINE 11G 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