MONTGOMERY GENERAL HOSPITAL INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
MONTGOMERY GENERAL HOSPITAL INC (EIN 52-0646893)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-08
IRS object ID
201431289349302308
Schema version
2012v2.3
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)
Timestamp2014-05-08T15:42:58-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11676 International DriveAddressLine1
CityMcLeanCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN520646893EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY GENERAL HOSPITAL INCBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% MARC BERGERInCareOfName
Name ControlMONTNameControl
Phone3017748640Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line118101 PRINCE PHILIP DRIVEAddressLine1
Address Line2SuiteAddressLine2
CityOLNEYCity
StateMDState
ZIP Code20832ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMarc R BergerName
TitleAVP, Taxation/Financial ComplianceTitle
Phone4107726719Phone
Date Signed2014-05-08DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone7032868000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1Medstar Montgomery Medical CenterBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonPETER MONGENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line118101 PRINCE PHILIP DRIVEAddressLine1
CityOLNEYCity
StateMDState
ZIP Code20832ZIPCode
FieldValueIRS element (for citing)
Gross Receipts155898889GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MONTGOMERYGENERAL.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2000YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionMEDSTAR MONTGOMERY MEDICAL CENTER IS DEDICATED TO ENHANCING OUR COMMUNITY'S HEALTH AND WELL-BEING BY OFFERING HIGH QUALITY, COMPASSIONATE AND PERSONALIZED CARE.ActivityOrMissionDescription
Nbr Voting Members Governing Body19NbrVotingMembersGoverningBody
Nbr Independent Voting Members13NbrIndependentVotingMembers
Total Nbr Employees1444TotalNbrEmployees
Total Nbr Volunteers300TotalNbrVolunteers
Total Gross UBI511793TotalGrossUBI
Net Unrelated Business Txbl Income-7485NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year50ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year148725768ProgramServiceRevenuePriorYear
Program Service Revenue CY150253062ProgramServiceRevenueCY
Investment Income Prior Year225097InvestmentIncomePriorYear
Investment Income Current Year182944InvestmentIncomeCurrentYear
Other Revenue Prior Year2784800OtherRevenuePriorYear
Other Revenue Current Year5462883OtherRevenueCurrentYear
Total Revenue Prior Year151735715TotalRevenuePriorYear
Total Revenue Current Year155898889TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year68709649SalariesEtcPriorYear
Salaries Etc Current Year69796647SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year74023551OtherExpensePriorYear
Other Expenses Current Year78834948OtherExpensesCurrentYear
Total Expenses Prior Year142733200TotalExpensesPriorYear
Total Expenses Current Year148631595TotalExpensesCurrentYear
Revenues Less Expenses Prior Year9002515RevenuesLessExpensesPriorYear
Revenues Less Expenses CY7267294RevenuesLessExpensesCY
Total Assets BOY142397229TotalAssetsBOY
Total Assets EOY136893886TotalAssetsEOY
Total Liabilities BOY52425956TotalLiabilitiesBOY
Total Liabilities EOY39108310TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY89971273NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY97785576NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionAS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR MONTGOMERY MEDICAL CENTER'S (MMMC) MISSION IS TO ENHANCE OUR COMMUNITY'S HEALTH AND WELL-BEING BY OFFERING HIGH QUALITY, COMPASSIONATE AND PERSONALIZED CARE. MMMC 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 2013, MMMC HAD 9,321 INPATIENT ADMISSIONS, 39,888 OUTPATIENT VISITS, AND 40,245 EMERGENCY VISITS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense121241697Expense
Grants0Grants
Revenue150224765Revenue
DescriptionMEDSTAR MONTGOMERY MEDICAL CENTER'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, MMMC INCURRED $18.1M 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. FOR MORE INFORMATION, SEE SCHEDULE O.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense5000044Expense
Grants0Grants
Revenue0Revenue
DescriptionMEDSTAR MONTGOMERY MEDICAL CENTER PROVIDED $5.0M IN CHARITY CARE SERVICES IN FISCAL YEAR 2013. 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 MMMC'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.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense4268545Expense
Grants0Grants
Revenue0Revenue
DescriptionMEDSTAR MONTGOMERY MEDICAL CENTER PROVIDED $4.3M IN SUBSIDIZED (MISSION DRIVEN) HEALTH SERVICES IN FISCAL YEAR 2013. 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 EXPANDED EMERGENCY ROOM SUBSIDIES, BEHAVIORAL SERVICES, AND WOMEN'S AND CHILDREN'S SERVICES SUBSIDIES.Description
FieldValueIRS element (for citing)
Total Program Service Expense130510286TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedtrueFinancialStmtAttached
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096104NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees1444NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members19NbrVotingGoverningBodyMembers
Number Independent Voting Members13NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturetrueInvestmentInJointVenture
Written Policy Or ProceduretrueWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARC BERGERNamePerson
Telephone Number4107726719TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (28 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
PETER MONGE
President/Director39.01.0XX782410025476
JOSEPH BELL
DIRECTOR1.00.0X000
DEE HAWKINS
DIRECTOR1.00.0X000
MICHAEL K KERR MD
DIRECTOR1.00.0X2050000
KENNETH A SAMET
Director1.039.0X0379474359637
AMY AMPEY MD
Director1.00.0X000
CHARLES F MESS SR MD
Director1.00.0X000
BENNETT MORRISON MD
Director1.039.0X0161884481
RICHARD WEINSTEIN MD
Director1.00.0X550000
DONALD SWEENEY
Director1.00.0X000
KEVIN FLANNERY
DIRECTOR1.00.0X000
SHEILA WOODARD
Director1.00.0X000
IVONNE GIULIANA CENTTY DDS
Director1.00.0X000
JOHN FERGUSON
Director1.00.0X000
FADIA KINKEL
Director1.00.0X000
WENDY WALKER DVM
Director1.00.0X000
JAMES A BONIFANT
Director1.00.0X000
KATHERINE W FARQUHAR
DIRECTOR1.00.0X000
RICHARD KURNOT MD
Director1.00.0X4875000
DAVID HAVRILLA
CFO39.01.0X329099030633
ROGER LEONARD
VP, Medical Affairs40.00.0379795019222X
KEVIN MELL
VP, Human Resources40.00.0218526019670X
CONNIE STONE
VP, Patient Care Services39.01.0235570018595X
BETTY ANN SECRIST
VP,Quality, Safety,Compliance40.00.017488605761X
MARIA ESPINA
Manager, PA's40.00.0151056012959X
RANDALL BURSAW
Supervisor, Nuclear Medicine40.00.0154472017526X
MELISSA YEAGER
VP, Mkting, Planning ,Bus DEV40.00.0162829016387X
SETH KREVAT
AVP Clinical Excellence40.00.024323505676X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2906628TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3956627TotalReportableCompFrmRltdOrgs
Total Other Compensation232023TotalOtherCompensation
Number Individuals GT100 K10NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MERIDIAN ANESTHESIA PRACTICE L
3801 INTERNATIONAL DR 300SILVER SPRINGMD20906MEDICAL SERVICES4588843
INPATIENT SPECIALISTS PA
1201 SEVEN LOCKS RD STE 200ROCKVILLEMD20854MEDICAL SERVICES1385750
DHP MANAGEMENT SERVICES
PO BOX 634850CINCINNATIOH452634850MEDICAL SERVICES1129679
COMMUNITY RADIOLOGY ASSOC
4110 ASPEN HILL RD STE 200ROCKVILLEMD20853MEDICAL SERVICES678578
EMERGENCY MEDICINE ASSOCIATES
20010 CENTURY BLVD STE 200GERMANTOWNMD20874MEDICAL SERVICES540822
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
PATIENT SERVICE REVENUE621300141196450141196450
PHYSICIAN BILLING REVENUE62111083995448399544
LAB REVENUE90009952318911396511793
OTHER PROGRAM REVENUE900099133879133879
FieldValueIRS element (for citing)
Total Program Service Revenue150253062TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column182944TotalRevenueColumn
Exclusion$182,944ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real142500Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real142500Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column142500TotalRevenueColumn
Exclusion$142,500ExclusionAmount

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
MANAGEMENT FEES90009910113$10,113
EQUITY INTEREST IN AFFILIATES525990192046$192,046
MISCELLANEOUS REVENUE9000995118224$5,118,224
FieldValueIRS element (for citing)
Total Other Revenue5320383TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column155898889TotalRevenueColumn
Related Or Exempt Function Income149741269RelatedOrExemptFunctionIncome
Unrelated Business Revenue511793UnrelatedBusinessRevenue
Exclusion$5,645,827ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2239643Total
Program Services2056068ProgramServices
Management And General183575ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total55987730Total
Program Services51398624ProgramServices
Management And General4589106ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total978548Total
Program Services898340ProgramServices
Management And General80208ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total6379576Total
Program Services5856666ProgramServices
Management And General522910ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4211150Total
Program Services3865978ProgramServices
Management And General345172ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total-240865Total
Management And General-240865ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total-257Total
Program Services17743ProgramServices
Management And General-18000ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total27473467Total
Program Services17773021ProgramServices
Management And General9700446ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total562891Total
Program Services14116ProgramServices
Management And General548775ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total801980Total
Management And General801980ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total42951Total
Program Services3916ProgramServices
Management And General39035ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total86803Total
Program Services10327ProgramServices
Management And General76476ManagementAndGeneral
Fundraising0Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total2008493Total
Program Services2008493ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total8977236Total
Program Services8977236ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total1194591Total
Program Services1194591ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SUPPLIES2565388225466881187001
BAD DEBT52028705202870
UTILITIES (INCL TELEPHONE)2698238267648521753
OTHER ADMINISTRATIVE EXPENSE23612351369847991388

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2011433Total
Program Services1719084ProgramServices
Management And General292349ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total148631595Total
Program Services130510286ProgramServices
Management And General18121309ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY35964739BOY
EOY30065044EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY16724696BOY
EOY15512512EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY2499352BOY
EOY2404441EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY831544BOY
EOY1040319EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis179835543LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec92164045LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY86084189BOY
EOY87671498EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY146728BOY
EOY117313EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY145981BOY
EOY82759EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY142397229BOY
EOY136893886EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY15101566BOY
EOY14841024EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY72433EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY37324390BOY
EOY24194853EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY52425956BOY
EOY39108310EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY89971273BOY
EOY97785576EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY89971273BOY
EOY97785576EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY142397229BOY
EOY136893886EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses7267294ReconcilationRevenueExpenses
Reconciliation Unrealized Invest-7049ReconciliationUnrealizedInvest
Reconcilation Other Changes554058ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule D IRS990ScheduleD

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Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
Current Year Minus4 YearsCurrentYearMinus4Years

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis146581OtherCostOrOtherBasis
Book Value146581BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis94423845OtherCostOrOtherBasis
Depreciation7841903Depreciation
Book Value86581942BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis2699202OtherCostOrOtherBasis
Book Value2699202BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis70820856OtherCostOrOtherBasis
Depreciation84322142Depreciation
Book Value-13501286BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis11745060OtherCostOrOtherBasis
Book Value11745060BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings87671499TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (8 entries)

DescriptionDescriptionAmountAmount
DUE TO RELATED ORGANIZATION$9,906,663
MOB LIABILITY$7,877,865
ADVANCE HEALTH INSURANCE$3,885,153
ARR SEED PAYABLE$496,044
PATIENT CREDIT BALANCES$212,317
PATIENT ACCOUNT AUDITS$182,917
OPTIMUM CHOICE IBNR$131,960
OTHER LIABILITIES$1,501,934
FieldValueIRS element (for citing)
Total Of Amounts24194853TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierFIN 48 FOOTNOTEIdentifier
Return ReferenceSCHEDULE D, PART XReturnReference
ExplanationINCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THEIR RESPECTIVE TAX BASES AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. ANY CHANGES TO THE VALUATION ALLOWANCE ON THE DEFERRED TAX ASSET ARE REFLECTED IN 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, 2013.Explanation

Schedule H IRS990ScheduleH

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

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense5000044TotalCommunityBenefitExpense
Net Community Benefit Expense5000044NetCommunityBenefitExpense
Percent Of Total Expense0.03400PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense5000044TotalCommunityBenefitExpense
Net Community Benefit Expense5000044NetCommunityBenefitExpense
Percent Of Total Expense0.03400PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense2048045TotalCommunityBenefitExpense
Direct Offsetting Revenue48841DirectOffsettingRevenue
Net Community Benefit Expense1999204NetCommunityBenefitExpense
Percent Of Total Expense0.01350PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense420055TotalCommunityBenefitExpense
Net Community Benefit Expense420055NetCommunityBenefitExpense
Percent Of Total Expense0.00280PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense4268545TotalCommunityBenefitExpense
Net Community Benefit Expense4268545NetCommunityBenefitExpense
Percent Of Total Expense0.02870PercentOfTotalExpense

Research Research

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Total Community Benefit Expense202834TotalCommunityBenefitExpense
Net Community Benefit Expense202834NetCommunityBenefitExpense
Percent Of Total Expense0.00140PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

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Total Community Benefit Expense68531TotalCommunityBenefitExpense
Net Community Benefit Expense68531NetCommunityBenefitExpense
Percent Of Total Expense0.00050PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

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Total Community Benefit Expense7008010TotalCommunityBenefitExpense
Direct Offsetting Revenue48841DirectOffsettingRevenue
Net Community Benefit Expense6959169NetCommunityBenefitExpense
Percent Of Total Expense0.04690PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

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Total Community Benefit Expense12008054TotalCommunityBenefitExpense
Direct Offsetting Revenue48841DirectOffsettingRevenue
Net Community Benefit Expense11959213NetCommunityBenefitExpense
Percent Of Total Expense0.08090PercentOfTotalExpense

Community Support CommunitySupport

FieldValueIRS element (for citing)
Total Community Building Expense74284TotalCommunityBuildingExpense
Net Community Building Expense74284NetCommunityBuildingExpense
Percent Of Total Expense0.00050PercentOfTotalExpense

Environmental Improvements EnvironmentalImprovements

FieldValueIRS element (for citing)
Total Community Building Expense311450TotalCommunityBuildingExpense
Net Community Building Expense311450NetCommunityBuildingExpense
Percent Of Total Expense0.00210PercentOfTotalExpense

Coalition Building CoalitionBuilding

FieldValueIRS element (for citing)
Total Community Building Expense3605TotalCommunityBuildingExpense
Net Community Building Expense3605NetCommunityBuildingExpense

Health Improvement Advocacy HealthImprovementAdvocacy

FieldValueIRS element (for citing)
Total Community Building Expense29317TotalCommunityBuildingExpense
Net Community Building Expense29317NetCommunityBuildingExpense
Percent Of Total Expense0.00020PercentOfTotalExpense

Workforce Development WorkforceDevelopment

FieldValueIRS element (for citing)
Total Community Building Expense481TotalCommunityBuildingExpense
Net Community Building Expense481NetCommunityBuildingExpense

Total Total

FieldValueIRS element (for citing)
Total Community Building Expense419137TotalCommunityBuildingExpense
Net Community Building Expense419137NetCommunityBuildingExpense
Percent Of Total Expense0.00280PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$5,453,100BadDebtExpenseAmount
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY GENERAL HOSPITALBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line118101 PRINCE PHILIP DRIVEAddressLine1
CityOLNEYCity
StateMDState
ZIP Code20832ZIPCode
FieldValueIRS element (for citing)
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Er24 HoursXEr24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY GENERAL HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
CHNA ConductedtrueCHNAConducted
Community DefinitionXCommunityDefinition
Community DemographicsXCommunityDemographics
Existing ResourcesXExistingResources
How Data ObtainedXHowDataObtained
Community Health NeedsXCommunityHealthNeeds
Other Health IssuesXOtherHealthIssues
Identifying ProcessXIdentifyingProcess
Consulting ProcessXConsultingProcess
Information GapsXInformationGaps
Needs Assessment Conducted11NeedsAssessmentConducted
Take Into AccounttrueTakeIntoAccount
Other FacilitiesfalseOtherFacilities
CHNA Widely AvailabletrueCHNAWidelyAvailable
Own WebsiteXOwnWebsite
On RequestXOnRequest
Adopt Implement StrategyXAdoptImplementStrategy
Execute Implement StrategyXExecuteImplementStrategy
Develop Community PlanXDevelopCommunityPlan
Participate Community PlanXParticipateCommunityPlan
Include Operational PlansXIncludeOperationalPlans
Adopt BudgetXAdoptBudget
Prioritize Health NeedsXPrioritizeHealthNeeds
Prioritize ServicesXPrioritizeServices
All Needs AddressedfalseAllNeedsAddressed
Organization Incur Excise TaxfalseOrganizationIncurExciseTax
Eligibility Criteria ExplainedtrueEligibilityCriteriaExplained
Uses FPG FreetrueUsesFPGFree
FPG Free Percent200.FPGFreePercent
Uses FPG DiscountedtrueUsesFPGDiscounted
FPG Discount Percent400.FPGDiscountPercent
Explains BasistrueExplainsBasis
Income LevelXIncomeLevel
Asset LevelXAssetLevel
Medical IndigencyXMedicalIndigency
Insurance StatusXInsuranceStatus
Uninsured DiscountXUninsuredDiscount
Medicaid MedicareXMedicaidMedicare
Explains Application MethodtrueExplainsApplicationMethod
Includes Publicity MeasurestrueIncludesPublicityMeasures
Posted In Emergency RoomXPostedInEmergencyRoom
Posted In Admission OfficeXPostedInAdmissionOffice
Provided On AdmissionXProvidedOnAdmission
Available On RequestXAvailableOnRequest
Actions On NonpaymenttrueActionsOnNonpayment
Collection ActivitiesfalseCollectionActivities
Nondiscrim Emergency Care PolicytrueNondiscrimEmergencyCarePolicy
Average Negotiated RatesXAverageNegotiatedRates
Amounts Generally BilledfalseAmountsGenerallyBilled
Gross ChargesfalseGrossCharges

Form990 Schedule H Part VI Form990ScheduleHPartVI (11 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CHARITY CARE AT COSTPART I, LINE 7AMARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE.
UNREIMBURSED MEDICAIDPART I, LINE 7BMARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE-SETTING SYSTEM.
HEALTH PROFESSIONS EDUCATIONPART I, LINE 7FMARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC), DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. PERCENT OF TOTAL EXPENSE PART I, LINE 7, COLUMN (F) BAD DEBT EXPENSE OF $5,453,100 HAS BEEN REMOVED FROM TOTAL EXPENSE TO CALCULATE THE PERCENTAGES IN COLUMN (F).
BAD DEBTPART III, LINE 4MEDSTAR 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
MEDICAREPART III, LINE 8MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) DETERMINES PAYMENT THROUGH A RATE-SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL-PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. AS SUCH, THE NET EFFECT FOR MEDICARE EXPENSES AND REVENUES IN MARYLAND IS ZERO.
NEEDS ASSESSMENTPart V, Section B, Line 7The 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 FY12, 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 nine 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. Heart disease was chosen as the health priority for the CBSA. The hospital's FY12 CHNA and 3-year Implementation Strategies were endorsed by MedStar Mongomery'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, 2012. 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 ASSISTANCEPART VI, LINE 3As one of the region's leading not-for-profit healthcare systems, MedStar Health is committed to ensuring that uninsured patients within the communities we serve who lack financial resources have access to necessary hospital services. MedStar Health and its healthcare facilities will: " Treat all patients equitably, with dignity, with respect and with compassion. " Serve the emergency health care needs of everyone who presents at our facilities regardless of a patient's ability to pay for care. " Assist those patients who are admitted through our admissions process for non-urgent, medically necessary care who cannot pay for part 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 will work with their uninsured patients to gain an understanding of each patient's financial resources prior to admission (for scheduled services) or prior to billing (for emergency services). Based on this information and patient eligibility, MedStar Health's facilities will assist uninsured patients who reside within the communities we serve in one or more of the following ways: " Assist with enrollment in publicly-funded entitlement programs (e.g., Medicaid). " Assist with 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 will post the policy, including a description of the applicable communities it serves, in each major patient registration area and in any other areas required by applicable regulations, will communicate the information to patients as required by this policy and applicable regulations and will make a copy of the policy available to all patients. Additionally, the Maryland Patient Information Sheet/MedStar's Patient Information Sheet will be 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 will 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 INFORMATIONPART VI, LINE 4Geographic MedStar Montgomery is located in Olney, Maryland, in the north-eastern corner of Montgomery County. The hospital has been a cornerstone of the community, with a long and rich history dedicated to serving Montgomery County residents and the surrounding counties. As part of this commitment, the hospital is developing programs and evaluating initiatives aimed to address and minimize disparities in health status. The Community Benefit Service Area (CBSA), zip code 20906, sits on route 97, which is a main thoroughfare that allows traffic to flow from Washington, DC through Montgomery County to Howard County. It is composed of several neighborhoods including Aspen Hill, Bel Pre, Leisure World, Layhill, and parts of Glenmont. This area is a primary commuter route with heavy volumes of traffic from outside of Aspen Hill moving southbound and westbound into DC and Maryland. Glenmont is the last stop for the Washington metro and has high volumes of pedestrian and vehicular traffic. 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. A special focus is on persons aged 50 and older having risk factors that are linked to heart disease. 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 which is directly linked to key determinants of population health. Aspen Hill is an aging commercial area that has seen a decline in its economic vitality. In the 1980's, Aspen Hill was home to the largest employer in the county with 5,000 employees. Upon their departure, commercial businesses lost their main customer base and a 250,000 square foot vacant site remains. The deteriorating building and unused parking lot has created a negative ripple effect among commercial properties and the residential character of the area. Residents and local business owners are advocating for change that will increase commerce and revitalize the local retail market. Demographic Medstar Montgomery's CBSA has 66,091 residents, over 40% of whom are age 54 or older. It is also home to Leisure World, a self-contained community for retired or semi-retired persons over the age of 52. According to Maryland's Department of Health and Mental Hygiene, the leading cause of death for both males and females in Montgomery County is cardiovascular disease (2010). MedStar Montgomery selected this area as the CBSA for several reasons. First, African American and Asian male populations in the area have the highest prevalence of heart disease, cholesterol and high blood pressure in Montgomery County (Maryland Department of Health and Mental Hygiene; Maryland Behavioral Risk Factor Surveillance System). Since nearly 38% of the Aspen Hill/Bel Pre population consists of these two groups, it is a high risk area where cardiovascular health education can have the greatest impact. Second, the hospital used the Catholic Healthcare West's Community Needs Index (CNI), which measures the severity of health disparities based on five healthcare access barriers: income, culture/language, education, insurance, and housing. According to the CNI scoring methodology, a score of 1.0 indicates a ZIP code with the lowest socio-economic barriers, while a score of 5.0 represents a ZIP code with the most socio-economic barriers. Zip code 20906 scored 3.4 out of 5 indicating pervasive socioeconomic disparities in access to healthcare services. The median score for Montgomery County was 2.1.
PROMOTION OF COMMUNITY HEALTHPART VI, LINE 5As a community partner, Medstar Montgomery engages in a number of activities to promote and improve the health and wellbeing of the community. Educating the community about cancer prevention and encouraging healthy behaviors is a priority at MedStar Montgomery. A Community Outreach Specialist with a public health background plays an important role by providing education and support services to underserved/low-income individuals. MedStar Montgomery is committed to meeting the needs of vulnerable populations by establishing strategic partnerships and alliances. The hospital provides financial support to Proyecto Salud and Holy Cross Health Center: Aspen Hill, which enables these clinics 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 Salud's clinical space. Services include adult healthcare including physical examinations, health counseling, education and basic laboratory services. In addition, Proyecto Salud offers a seasonal flu clinic focused on prevention with vaccinations. 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, Women's Cancer Control Program, Family Planning, and alcohol treatment and rehabilitation.
AFFILIATED HEALTH CARE SYSTEMPART VI, LINE 6As 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 REPORTPART VI, LINE 7THE COMMUNITY BENEFIT REPORT FOR MEDSTAR MONTGOMERY MEDICAL CENTER IS ONLY FILED IN THE STATE OF MARYLAND.

Schedule J IRS990ScheduleJ

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

Form990 Schedule J Part II Form990ScheduleJPartII (12 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
PETER MONGE
President/Director4299730350107023300114860139900807886000
DAVID HAVRILLA
CFO2278600101239000132040174290359732000
BETTY ANN SECRIST
VP,Quality, Safety,Compliance17488600000527104900180647000
ROGER LEONARD
VP, Medical Affairs270392010940300080360111860399017000
KEVIN MELL
VP, Human Resources1758090427170009828098420238196000
CONNIE STONE
VP, Patient Care Services19480904076100072800113150254165000
MARIA ESPINA
Manager, PA's151056000005164077950164015000
RANDALL BURSAW
Supervisor, Nuclear Medicine1544720000053930121330171998000
MELISSA YEAGER
VP, Mkting, Planning ,Bus DEV13389902893000045170118700179216000
SETH KREVAT
AVP Clinical Excellence243235000000056760248911000
KENNETH A SAMET
Director012642040158913409414050401080195290385438000
BENNETT MORRISON MD
Director01618840000000481016236500

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL RETIREMENT PLANIdentifier
Return ReferenceSCHEDULE J, PART I, LINE 4BReturnReference
ExplanationKENNETH SAMET MR. SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B) (III) INCLUDES $928,678 REPRESENTING HIS BENEFIT RECEIVED FROM A SUPPLEMENTAL RETIREMENT PLAN, WHICH WAS EARNED DURING THE PAST 24 YEARS OF SERVICE. A PORTION OF THIS AMOUNT, $208,524 WAS ALSO REPORTED ON FORM 990 IN PRIOR YEARS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXEMPT PURPOSE ACHIEVEMENTSPART III, LINE 4AWITH THE ADDITION OF SPECIALISTS FROM MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL AND MEDSTAR WASHINGTON HOSPITAL CENTER, MMMC BRINGS SPECIALTY CARE CLOSER TO ITS PATIENTS. MMMC ALSO OFFERS OUTPATIENT MENTAL HEALTH SERVICES, HOME HEALTH AND PRIVATE DUTY NURSING SERVICES. IN APRIL 2010, MMMC COMPLETED AN EMERGENCY DEPARTMENT EXPANSION THAT INCLUDES 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, RECOGNIZED AS A PRIMARY STROKE CENTER BY THE JOINT COMMISSION, AND OFFERS AN ADA-CERTIFIED DIABETES AND NUTRITION CENTER, A MENTAL HEALTH CENTER AND HOME HEALTH AND PRIVATE DUTY NURSING SERVICES. FOR THE FOURTH CONSECUTIVE YEAR, MMMC WAS THE RECIPIENT OF THE 2013 DELMARVA FOUNDATION FOR MEDICAL CARE'S EXCELLENCE AWARD FOR QUALITY IMPROVEMENT IN HOSPITALS.
ORGANIZATION MEMBERSPART VI, LINE 6THE 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, LINES 7AAS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., A TAX-EXEMPT MARYLAND NON-STOCK CORPORATION, THE ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE ORGANIZATION'S GOVERNING BODY. ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. THE BOARD OF MEDSTAR HEALTH, INC. HAS DELEGATED CERTAIN APPROVAL AUTHORITY TO THE GOVERNANCE COMMITTEE AND THE PRESIDENT & CEO OF MEDSTAR HEALTH, INC. DECISIONS OF GOVERNING 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 PROCESSPART VI, LINE 11ATHE PROCESS FOR REVIEWING THE FORM 990 INCLUDED EDUCATION AND TRANSPARENCY. SENIOR FINANCIAL EXECUTIVES, WORKING WITH INDEPENDENT OUTSIDE EXPERTS, THOROUGHLY REVIEWED FORM 990 AND ACCOMPANYING INSTRUCTIONS. IN ADDITION, SENIOR EXECUTIVES REVIEWED THE RELEVANT SECTIONS OF THE FORM 990 WITH THE FOLLOWING COMMITTEES OF THE ORGANIZATION'S GOVERNING BODY: FINANCE, AUDIT, GOVERNANCE, STRATEGIC PLANNING, AND EXECUTIVE COMPENSATION. FOLLOWING THESE MEETINGS, THE GOVERNING BODY WAS PROVIDED A COPY OF THE FORM 990 IN ITS FINAL FORM AND GIVEN AN OPPORTUNITY TO PROVIDE ANY INPUT OR COMMENTS RELATING TO THE FORM 990 PRIOR TO ITS FILING.
CONFLICT OF INTEREST POLICYPART VI, LINE 12CAPPOINTMENT OF BOARDS OF DIRECTORS MEDSTAR HEALTH (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS, PRIOR TO THEIR APPOINTMENT OR ELECTION, TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTION WITH MEDSTAR THAT WOULD RESULT IN A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. ANNUAL DISCLOSURES - ALL OFFICERS, DIRECTORS, AND SENIOR MANAGERS ALL OFFICERS, DIRECTORS AND SENIOR MANAGERS ARE REQUIRED, NOT LESS THAN ANNUALLY, TO COMPLETE A SURVEY OF QUESTIONS CONCERNING ANY TRANSACTIONS OR RELATIONSHIPS WHICH WOULD OR COULD REPRESENT A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) 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 PROCESSPART VI, LINE 15THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. (THE "COMMITTEE") HAS OVERSIGHT OVER THE EXECUTIVE COMPENSATION PROGRAM (THE "PROGRAM") OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES. TOTAL COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES ARE REVIEWED AND APPROVED BY THE COMMITTEE WITH ASSISTANCE AND GUIDANCE FROM AN INDEPENDENT THIRD PARTY ADVISOR. THE MEMBERS OF THE COMMITTEE ARE INDEPENDENT FROM ALL OF THE PARTICIPANTS IN THE PROGRAM. THE MAIN OBJECTIVE OF THE PROGRAM IS TO PROVIDE MARKET COMPETITIVE TOTAL COMPENSATION THAT IS INTERNALLY EQUITABLE AND HAS A STRONG PAY-FOR-PERFORMANCE LINKAGE. PERFORMANCE IS EVALUATED AT THE SYSTEM, OPERATING UNIT, AND INDIVIDUAL LEVELS. THE OVERALL TOTAL COMPENSATION PHILOSOPHY IS MANAGED AT THE 75TH PERCENTILE OF THE COMPETITIVE MARKET FOR COMPARABLE SIZE (NET REVENUE) AND TYPE ("TAX-EXEMPT HEALTHCARE ORGANIZATIONS"). WHERE APPROPRIATE, ADDITIONAL INDUSTRY DATA IS CONSIDERED (GENERAL BUSINESS AND/OR TAXABLE HEALTHCARE) FOR SELECTED POSITIONS THAT CAN BE RECRUITED FROM OR POTENTIALLY LOST TO THESE INDUSTRIES (E.G., INFORMATION TECHNOLOGY, FINANCE, ETC.). THE COMMITTEE HAS ENGAGED ERNST & YOUNG LLP ("E&Y") TO SERVE AS AN ADVISOR ON THE REASONABLENESS AND COMPETITIVENESS OF THE PROGRAM. IN DETERMINING REASONABLENESS AND COMPETITIVENESS, E&Y REVIEWS MARKET PRACTICES AND TRENDS, AND MAKES RECOMMENDATIONS RELATED TO THE PROGRAM. E&Y UTILIZES INFORMATION FROM CUSTOM SURVEYS, NATIONAL COMPENSATION SURVEYS, PROPRIETARY DATABASES, AND CLIENT EXPERIENCES TO DETERMINE ITS FINAL RECOMMENDATIONS. E&Y PRESENTS THEIR FINDINGS AND RECOMMENDATIONS TO THE COMMITTEE. THE COMMITTEE MAKES THE FINAL DECISIONS ON ALL OF THE COMPENSATION DETERMINATIONS OF THE PROGRAM. ALL DECISIONS MADE BY THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED.
FINANCIAL STATEMENT AVAILABILITYPART VI, LINE 19MEDSTAR HEALTH POSTS ITS ANNUAL FINANCIAL AUDIT AND QUARTERLY FINANCIAL REPORTS TO THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM. THE ORGANIZATION ALSO E-MAILS ITS ANNUAL AND QUARTERLY DISCLOSURES TO HOLDERS OF THE COMPANY'S PUBLICLY TRADED DEBT. THE COMPANY'S GOVERNANCE DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST THROUGH ITS CORPORATE (OR AS APPLICABLE ENTITY) PUBLIC INFORMATION OFFICES
OTHER CHANGES IN NET ASSETSPART XI, LINE 9EQUITY TRANSFER.................................... $554,058

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1MEDSTAR HEALTH ANESTHESIA SERVICES E LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line118101 PRINCE PHILIP DRIVEAddressLine1
CityOLNEYCity
StateMDState
ZIP Code20832ZIPCode
FieldValueIRS element (for citing)
EIN262918268EIN
Primary ActivitiesHEALTH SVCSPrimaryActivities
Legal Domicile StateMDLegalDomicileState
EOY Assets389833EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (39 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
CHURCH HOME CORPORATION
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044237374724MEDICAL FUNDMD501(c)(3)PFNAtrue
FRANKLIN SQUARE HOSPITAL CENTER INC
9000 FRANKLIN SQUARE DRIVEBALTIMOREMD21237520608007HOSPITALMD501(c)(3)3NAtrue
HARBOR HOSPITAL INC
3001 SOUTH HANOVER STREETBALTIMOREMD21225520491660HOSPITALMD501(c)(3)3NAtrue
MEDSTAR HEALTH INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044522087445MEDICAL SVCSMD501(c)(3)11b IINAfalse
THE GOOD SAMARITAN HOSPITAL OF MARYLAND
5601 LOCH RAVEN BLVDBALTIMOREMD21239520591607HOSPITALMD501(c)(3)3NAtrue
THE UNION MEMORIAL HOSPITAL
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218520591685HOSPITALMD501(c)(3)3NAtrue
MEDSTAR HEALTH RESEARCH INSTITUTE
108 IRVING STREET NWWASHINGTONDC20010526056274HOSPITALDC501(c)(3)3NAtrue
THE MEDSTAR-GEORGETOWN MEDICAL CENTER I
HOPSITAL ADMIN 1 MAIN BLDGWASHINGTONDC20007522218584HOSPITALDC501(c)(3)3NAtrue
WASHINGTON HOSPITAL CENTER CORPORATION
110 IRVING STREET NWWASHINGTONDC20010521272129HOSPITALDC501(c)(3)3NAtrue
HH MEDSTAR HEALTH INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521542230MEDICAL SVCSMD501(c)(3)11b IINAtrue
MEDSTAR AMBULATORY SERVICES INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521132992FOUNDATIONMD501(c)(3)11a INAtrue
BAY LIFE SERVICES INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521496539MENTAL HEALTHMD501(c)(3)9NAtrue
MEDSTAR SURGERY CENTER INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521061679MEDICAL SVCSMD501(c)(3)9NAtrue
CHURCH HOME AND HOSPITAL OF THE CITY OF
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044520591600HOSPITALMD501(c)(3)3NAtrue
FRANKLIN SQUARE HOSPITAL CENTER FOUNDATI
9000 FRANKLIN SQUARE DRIVEBALTIMOREMD21237522329546FOUNDATIONMD501(c)(3)11a INAtrue
GOOD SAMARITAN HOSPITAL FOUNDATION INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239522307122FOUNDATIONMD501(c)(3)11a INAtrue
GOOD SAMARITAN NURSING CENTER INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521672866MEDICAL SVCSMD501(c)(3)9NAtrue
GS HOUSING INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521481656ELDER HOUSINGMD501(c)(3)9NAtrue
GS PROPERTIES INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239521429853ADMIN SVCSMD501(c)(3)11a INAtrue
HARBOR HOSPITAL FOUNDATION INC
3001 SOUTH HANOVER STREETBALTIMOREMD21225521284532FOUNDATIONMD501(c)(3)11a INAtrue
MEDSTAR HEALTH INFUSION INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521980510MEDICAL SVCSMD501(c)(3)9NAtrue
MEDSTAR HEALTH VISITING NURSES ASSOCIATI
4061 POWDERMILL ROADCALVERTONMD20705530196597MEDICAL SVCSMD501(c)(3)9NAtrue
MEDSTAR VNA HEALTHCARE
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521458516MEDICAL SVCSMD501(c)(3)9NAtrue
MGH COMMUNITY HEALTH INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521372467MEDICAL SVCSMD501(c)(3)9NAtrue
MGH HEALTH FOUNDATION INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521129959FOUNDATIONMD501(c)(3)7NAtrue
MGH HEALTH SERVICES INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832521366812FOUNDATIONMD501(c)(3)11a INAtrue
MGH WOMEN'S BOARD
18101 PRINCE PHILIP DRIVEOLNEYMD20832526039600FOUNDATIONMD501(c)(3)11a INAtrue
NATIONAL REHABILITATION HOSPITAL
102 IRVING STREET NWWASHINGTONDC20010521369749HOSPITALDC501(c)(3)3NAtrue
REGIONAL REHAB AT OLNEY INC
18101 PRINCE PHILIP DRIVEOLNEYMD20832522310902MEDICAL SVCSMD501(c)(3)3NAtrue
SUBURBAN NRH MEDICAL REHABILITATION I
102 IRVING STREET NWWASHINGTONDC20010521931151MEDICAL SVCSDC501(c)(3)3NAtrue
THE THOMAS O'NEIL CATHOLIC HEALTH CARE F
5601 LOCH RAVEN BLVDBALTIMOREMD21239521104382FOUNDATIONMD501(c)(3)11a INAtrue
UNION MEMORIAL HOSPITAL FOUNDATION INC
201 EAST UNIVERSITY PARKWAYBALTIMOREMD21218521446828FOUNDATIONMD501(c)(3)11a INAtrue
VNA INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521332411ADMIN SVCSMD501(c)(3)11a INAtrue
WHC FOUNDATION INC
110 IRVING STREET NWWASHINGTONDC20010521791670FOUNDATIONDC501(c)(3)11a INAtrue
WOODBOURNE WOODS INC
5601 LOCH RAVEN BLVDBALTIMOREMD21239522299070ELDER HOUSINGMD501(c)(3)9NAtrue
HOSPICE OF ST MARY'S INC
PO BOX 527LEONARDTOWNMD20650522153926SUPPORT ORGMD501(c)(3)11b IINAtrue
ST MARY'S HOSPITAL OF ST MARY'S COUNTY
25500 POINT LOOKOUT ROADLEONARDTOWNMD20650520619006HOSPITALMD501(c)(3)3NAtrue
ST MARY'S HOSPITAL FOUNDATION INC
PO BOX 527LEONARDTOWNMD20650521051368SUPPORT ORGMD501(c)(3)11d IIINAtrue
MEDSTAR SOUTHERN MD HOSPITAL CENTER
7503 SURRATTS ROADCLINTONMD20735460726303HOSPITALMD501(c)(3)3NAtrue

Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Disproportionate AllocationsDisproportionateAllocations
SURGICENTER AT PASADENA LLC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044522009504MEDICAL SERVIMDNAfalse
SJMC-RA LLC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044753160895RADIATION THEMDNAfalse
PHYSICIAN IMAGING OF WASHINGTON HOSPITAL
6525 BELCREST ROAD SUITE G 50HYATTSVILLEMD20782562616090LAB SERVICESMDNAfalse

Form990 Schedule R Part IV Form990ScheduleRPartIV (19 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/Country
MEDSTAR PHARMACIES INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521513056DRUG SALESMDNAC CORP
EXTENCARE INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521556228MEDICAL SERVIMDNAC CORP
HELIX RESOURCES MANAGEMENT INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521913070ADMIN SERVICEMDNAC CORP
HELIXCARE MEDICAL GROUP LLC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521955580MEDICAL SERVIMDNAC CORP
HELIXCARE PROPERTIES LLC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521966695MEDICAL SERVIMDNAC CORP
PARKWAY VENTURES INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521893569HOLDING COMPAMDNAC CORP
PHYSICIANS ADMINISTRATIVE SERVICES INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044237042074BILLING SERVIMDNAC CORP
MEDSTAR FAMILY CHOICE INC
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044521995521MANAGED CAREMDNAC CORP
MEDSTAR ENTERPRISES INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705522139841ADMIN SERVICEMDNAC CORP
NASCOTT INC
4061 POWDERMILL ROAD SUITE 210CALVERTONMD20705521693808MEDICAL SERVIMDNAC 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
5565 STERRETT PLACE 5TH FLOORCOLUMBIAMD21044760756352CONDO 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
980188617INSURANCEMDNAC CORP23 LIME TREE BAY AVENUEPO BOX 1051 KY1-1102GRAND CAYMANCJ
ST MARY'S CONDO ASSOCIATION
25500 POINT LOOKOUT RDLEONARDTOWNMD20650273377216CONDOMINIUMSMDNAC CORP
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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