2013-05-10T08:50:49-05:00 2012-06-30 KPMG LLP 440 Monticello Ave Suite 1900 Norfolk VA 235102674 990 2011-07-01 520646893 MONTGOMERY GENERAL HOSPITAL INC % MARC BERGER MONT 3017748640 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 Marc R Berger 2013-05-08 true Scott Sherman 7576167000 2011 2016-02-25 16:41:14Z MEDSTAR MONTGOMERY MEDICAL CENTER PETER MONGE 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 151735715 false X WWW.MONTGOMERYGENERAL.ORG X 2000 MD MEDSTAR MONTGOMERY MEDICAL CENTER IS DEDICATED TO ENHANCING OUR COMMUNITY'S HEALTH AND WELL-BEING BY OFFERING HIGH QUALITY, COMPASSIONATE AND PERSONALIZED CARE. 22 20 1444 300 347558 -21296 3500 50 143534212 148725768 -1550341 225097 1388812 2784800 143376183 151735715 0 0 0 0 67360488 68709649 0 0 0 68985723 74023551 136346211 142733200 7029972 9002515 120823935 142397229 40100635 52425956 80723300 89971273 X AS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR MONTGOMERY MEDICAL CENTER'S MISSION IS TO ENHANCE OUR COMMUNITY'S HEALTH AND WELL-BEING BY OFFERING HIGH QUALITY, COMPASSIONATE AND PERSONALIZED CARE. MEDSTAR MONTGOMERY MEDICAL CENTER (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 2012, MMMC HAD 9,932 INPATIENT ADMISSIONS, 56,159 OUTPATIENT VISITS, AND 39,763 EMERGENCY VISITS. false false 117086668 0 148697471 MEDSTAR 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 $18.3M 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, PSYCHIATRY AND OBSTETRICS. IN ADDITION TO ACUTE SERVICES, MMMC OFFERS OUTPATIENT MENTAL HEALTH SERVICES, HOME HEALTH AND PRIVATE DUTY NURSING SERVICES. FOR MORE INFORMATION, SEE SCHEDULE O. 4739596 0 0 MEDSTAR MONTGOMERY MEDICAL CENTER PROVIDED $4.7M IN CHARITY CARE SERVICES IN FISCAL YEAR 2012. 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. 2573730 0 28297 MEDSTAR MONTGOMERY MEDICAL CENTER PROVIDED $2.4M IN COMMUNITY HEALTH SERVICES IN FISCAL YEAR 2012. THESE CRITICAL SERVICES, WHICH ARE DRIVEN BY COMMUNITY NEEDS, ADDRESS PRIORITIES PRIMARILY THROUGH DISEASE PREVENTION AND IMPROVEMENT OF HEALTH STATUS. SERVICES PROVIDED INCLUDED COMMUNITY HEALTH EDUCATION, COMMUNITY BASED CLINICAL SERVICES, AND HEALTH CARE SUPPORT SERVICES. 124399994 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 119 0 true 1444 true true true false false false false false false false false false X 22 20 false false true false true true true true true false false true true true true true true true true true true MD X MARC BERGER 4107726719 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 X CHARLES R TUEGEL MD 1.0 X 0 0 0 JULIE BAWA MPH 1.0 X 0 0 0 KEVIN MCMAHON MD 1.0 X 0 346841 3311 DOUGLAS FARQUHAR 1.0 X 0 0 0 C THOMPSON PARDOE 1.0 X 0 0 0 ROBERT SULLIVAN 1.0 X 0 0 0 JOSEPH BELL 1.0 X 0 0 0 DEE HAWKINS 1.0 X 0 0 0 MICHAEL K KERR MD 1.0 X 10000 0 0 KENNETH A SAMET 1.0 X 0 6126151 183379 AMY AMPEY MD 1.0 X 3750 0 0 CHARLES F MESS SRMD 1.0 X 0 0 0 BENNETT MORRISON MD 1.0 X 0 130968 2856 RICHARD WEINSTEIN MD 1.0 X 900 0 0 DONALD SWEENEY 1.0 X 0 0 0 KEVIN FLANNERY 1.0 X 0 0 0 SHEILA WOODARD 1.0 X 0 0 0 GIULIANA CENTTY DDS 1.0 X 0 0 0 JOHN FERGUSON 1.0 X 0 0 0 FADIA KINKEL 1.0 X 0 0 0 WENDY WALKER DVM 1.0 X 0 0 0 PETER W MONGE 40.0 X X 778883 0 18101 DAVID HAVRILLA 40.0 X 324605 0 30548 ROGER LEONARD 40.0 X 376851 0 12241 KEVIN MELL 40.0 X 211836 0 13552 CONNIE STONE 40.0 X 218080 0 11220 RANDALL BURSAW 40.0 X 163123 0 12784 SETH KREVAT 40.0 X 153968 0 684 MELISSA YEAGER HORN 40.0 X 146775 0 13695 HELEN OSBORN 40.0 X 140702 0 9010 BETTY ANN SECRIST 40.0 X 175688 0 1353 2705161 6603960 312734 432 false true false MERIDIAN ANESTHESIA PRACTICE L 3801 INTERNATIONAL DR300 SILVER SPRING MD 20906 PHYSICIAN SERVICES 4435333 DELPHI HEALTHCARE PARTNERS 170 SOUTHPORT DR MORRISVILLE NC 27560 PHYSICIAN SERVICES 1129679 MONTGOMERY MAGNETIC IMAGING 4110 ASPEN HILL RD STE 200 ROCKVILLE MD 20853 MRI 953064 INPATIENT SPECIALISTS PA 1201 SEVEN LOCKS RD STE 200 ROCKVILLE MD 20854 PHYSICIAN SERVICES 701279 EMERGENCY MEDICINE ASSOCIATES 20010 CENTURY BLVD STE 200 GERMANTOWN MD 20874 PHYSICIAN SERVICES 540822 5 50 50 PATIENT SERVICE REVENUE 621300 139613337 139613337 PHYSICIAN BILLING REVENUE 621110 8369768 8369768 LAB REVENUE 900099 617470 576808 40662 OTHER PROGRAM REVENUE 900099 125193 125193 148725768 210722 210722 0 0 204000 204000 204000 204000 14375 14375 14375 14375 0 0 0 MANAGEMENT FEES 900099 191276 191276 EQUITY INTEREST IN AFFILIATES 525990 89852 89852 MISCELLANEOUS REVENUE 900099 2299672 306896 1992776 2580800 151735715 148685106 347558 2703001 0 0 0 0 2122490 1946324 176166 0 54903085 50348264 4554821 1616555 1482442 134113 5953182 5459294 493888 4114337 3773007 341330 0 249150 249150 15000 15000 0 0 0 24725148 15425568 9299580 391109 5100 386009 0 0 0 588090 588090 61186 16456 44730 0 67329 10220 57109 1354339 1354339 0 8550265 8550265 1322890 1322890 SUPPLIES 24708347 24517242 191105 BAD DEBT 5066781 5066781 0 UTILITIES (INCL TELEPHONE) 2596969 2578675 18294 OTHER ADMINISTRATIVE EXPENSE 2188227 810147 1378080 2138721 1717980 420741 142733200 124399994 18333206 0 0 0 22016428 35964739 0 0 14257611 16724696 60698 0 0 0 526161 0 2562529 2499352 858345 831544 171451107 85366918 80125614 86084189 66391 0 50254 146728 0 0 0 0 299904 145981 120823935 142397229 13344100 15101566 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26756535 37324390 40100635 52425956 X 79435856 89971273 1287444 0 0 0 80723300 89971273 120823935 142397229 X 9002515 245458 X X false true true X false X 0 146581 146581 83796052 7526783 76269269 2630203 2630203 66783894 66783894 0 18094377 11056241 7038136 86084189 0 DUE TO RELATED ORGANIZATION 21630609 MOB LIABILITY 7877865 ADVANCE HEALTH INSURANCE 4557207 WORKERS COMP 0 SURGERY CENTER DEBT 226011 PATIENT CREDIT BALANCES 272703 OPTIMUM CHOICE IBNR 131960 PATIENT CREDIT BALANCES 389875 ARR SEED PAYABLE 496044 OTHER LIABILITIES 1742116 37324390 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, 2012. true true X true X true X true true true false true true 4515938 4515938 0.03160 4515938 4515938 0.03160 24 18308 2573730 28297 2545433 0.01780 4 111 323310 323310 0.00230 3 1686266 1686266 0.01180 5 1851 95101 95101 0.00070 36 20270 4678407 28297 4650110 0.03260 36 20270 9194345 28297 9166048 0.06420 1 75518 75518 0.00050 6 2000 388370 388370 0.00270 1 97 4477 4477 2 29652 29652 0.00020 10 2097 498017 498017 0.00340 true 5066781 0 0 0 0 X true true 1 1 MONTGOMERY GENERAL HOSPITAL

18101 PRINCE PHILIP DRIVE OLNEY MD 20832

X X X MONTGOMERY GENERAL HOSPITAL 1 true X X X X X X X X X 12 true false true X X X X X X X X X X true true 200. true 400. true X X X X X X true true X X X X true 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. HEALTH PROFESSIONS EDUCATION PART I, LINE 7F 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. PERCENT OF TOTAL EXPENSE PART I, LINE 7, COLUMN (F) BAD DEBT EXPENSE OF $5,066,781 HAS BEEN REMOVED FROM TOTAL EXPENSE TO CALCULATE THE PERCENTAGES IN COLUMN (F). BAD DEBT PART III, LINE 4 MEDSTAR HEALTH AND ITS AFFILIATED ORGANIZATIONS REPORT BAD DEBT EXPENSE IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND HFMA 15. AMOUNTS THAT ARE NOT EXPECTED TO BE COLLECTED, FOR PATIENTS QUALIFYING UNDER MEDSTAR HEALTH'S FINANCIAL ASSISTANCE POLICY, ARE WRITTEN OFF TO CHARITY CARE AND REPORTED AS A REDUCTION TO REVENUE. BAD DEBT EXPENSE RESULTS FROM MANAGEMENT'S INABILITY TO COLLECT REVENUES THAT MEET THE GAAP CRITERIA FOR REVENUE RECOGNITION. BAD DEBT REPRESENTS AN OPERATING EXPENSE AND IS REFLECTED AS A SEPARATE LINE ITEM ON THE ORGANIZATION'S STATEMENT OF OPERATIONS. 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. NEEDS ASSESSMENT Part V, Section B, Line 7 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 1 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 NINE 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 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 INFORMATION PART VI, LINE 4 GEOGRAPHIC LOCATED IN MONTGOMERY COUNTY MARYLAND, MEDSTAR MONTGOMERY SERVES THE GREATER BALTIMORE AND WASHINGTON, D.C. METRO AREAS, WITH THE LARGE MAJORITY OF PATIENTS RESIDING IN MONTGOMERY COUNTY. DEMOGRAPHIC THE POPULATION OF MONTGOMERY COUNTY IS SPLIT ALMOST EVENLY BETWEEN MALES (48.1%) AND FEMALES (51.9%) AND RELATIVELY DIVERSE, WITH 63.6% CAUCASIAN, 18.2% AFRICAN AMERICAN, 14.4% ASIAN, 0.7% AMERICAN INDIAN/ALASKA NATIVE AND 0.1% NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER. COMPARED TO THE STATE AVERAGE (8.2%), THE COUNTY ALSO HAS A LARGE AND GROWING HISPANIC POPULATION (17.5%). THE MEDIAN AGE IS 38.6 YEARS, WITH A LIFE EXPECTANCY OF 83.7. WHILE THE MEDIAN ANNUAL HOUSEHOLD INCOME IS $92,909, THERE ARE POCKETS OF POVERTY; 6.7% OF HOUSEHOLDS HAVE ANNUAL INCOMES AT OR BELOW THE FEDERAL POVERTY LINE. ADDITIONALLY, 11.5% OF THE POPULATION IS UNINSURED AND 6.9% RECEIVE MEDICAID. PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5 AS A COMMUNITY PARTNER, MEDSTAR MONTGOMERY ENGAGES IN A NUMBER OF COMMUNITY BENEFIT ACTIVITIES TO IMPROVE AND PROMOTE THE HEALTH AND WELLBEING OF THE COMMUNITY. EDUCATING THE COMMUNITY ABOUT CANCER PREVENTION AND TREATMENT IS A TOP PRIORITY FOR THE HOSPITAL. AN ONCOLOGY CERTIFIED REGISTERED NURSE GUIDES PATIENTS' FAMILIES AND PHYSICIANS THROUGH THE MANY FACETS OF TESTS AND TREATMENTS THAT OFTEN ACCOMPANY A CANCER DIAGNOSIS. THE CANCER CARE NAVIGATOR NOT ONLY EDUCATES PATIENTS ABOUT CANCER AND TREATMENTS, BUT PROVIDES EMOTIONAL SUPPORT AND ENCOURAGEMENT. THE HOSPITAL IS COMMITTED TO MEETING THE NEEDS OF VULNERABLE POPULATIONS BY ESTABLISHING STRATEGIC PARTNERSHIPS AND ALLIANCES. FOR EXAMPLE, PROYECTO SALUD, A NONPROFIT SAFETY-NET CLINIC, ENABLES LOW-INCOME, UNINSURED RESIDENTS TO RECEIVE FREE OR LOW COST CULTURALLY COMPETENT HEALTHCARE SERVICES. LOCATED ON THE CAMPUS OF THE HOSPITAL, MEDSTAR MONTGOMERY SUPPORTS THE CLINIC BY PROVIDING FREE SPACE AND PARTIAL FUNDING TO SUPPORT GENERAL OPERATION. SERVICES CONSIST OF PRIMARY CARE, INCLUDING PHYSICAL EXAMINATIONS, HEALTH COUNSELING AND EDUCATION, BEHAVIORAL HEALTH, ACCESS TO AFFORDABLE MEDICATIONS AND BASIC LABORATORY SERVICES. A NUMBER OF PREVENTIVE SERVICES ARE ALSO AVAILABLE, SUCH AS SEASONAL FLU VACCINATIONS. THROUGH ITS PARTNERSHIP WITH PROYECTO SALUD, MEDSTAR MONTGOMERY MANAGES THE WOMEN'S HEALTH IMPROVEMENT PROGRAM (WHIP), WHICH PROVIDES FREE MAMMOGRAM SCREENINGS FOR MEDICALLY UNDERSERVED WOMEN OVER AGE 40. THE PROGRAM ALSO PROVIDES BREAST CARE EDUCATION AND A TRAINED CLINICIAN TO HELP PROVIDE NEXT STEPS FOR DIAGNOSTIC AND TREATMENT FOLLOW-UP. WHIP STAFF IS ACTIVE IN THE COMMUNITY, PROVIDING FREE PRESENTATIONS AND WORKSHOPS TO SHARE NEW RESEARCH AND EDUCATION REGARDING BREAST HEALTH. SPECIALTY CARE IS A VAST NEED AMONGST THE LOW-INCOME, UNINSURED POPULATION IN MEDSTAR MONTGOMERY'S SERVICE AREA. THE HOSPITAL PARTNERS WITH A LOCAL SPECIALTY CARE NETWORK, PROJECT ACCESS, WHICH COORDINATES AND SCREENS PATIENTS BEFORE REFERRING THEM TO THE HOSPITAL. THROUGH THIS NETWORK, THE HOSPITAL ENSURES PATIENTS' PROCEDURES ARE SCHEDULED AND FINANCIAL ASSESSMENTS ARE EFFICIENTLY PROCESSED. 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 true false false false false false false false KEVIN MCMAHON MD 0 346841 0 0 0 0 0 3311 0 0 0 350152 0 0 KENNETH A SAMET 0 1166887 0 1481670 0 3477594 0 163987 0 19392 0 6309530 0 0 RANDALL BURSAW 163123 0 0 0 0 0 471 0 12313 0 175907 0 0 0 SETH KREVAT 153968 0 0 0 0 0 0 0 684 0 154652 0 0 0 MELISSA YEAGER HORN 146775 0 0 0 0 0 1434 0 12261 0 160470 0 0 0 PETER W MONGE 434628 0 341935 0 2320 0 5508 0 12593 0 796984 0 0 0 DAVID HAVRILLA 324605 0 0 0 0 0 12925 0 17623 0 355153 0 0 0 ROGER LEONARD 264915 0 111936 0 0 0 913 0 11328 0 389092 0 0 0 KEVIN MELL 159553 0 52283 0 0 0 3977 0 9575 0 225388 0 0 0 CONNIE STONE 165166 0 52914 0 0 0 336 0 10884 0 229300 0 0 0 BETTY ANN SECRIST 175688 0 0 0 0 0 761 0 592 0 177041 0 0 0 SUPPLEMENTAL RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B KENNETH SAMET MR. SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B) (III) INCLUDES $3,465,504 REPRESENTING HIS ACCRUED BENEFIT IN A SUPPLEMENTAL RETIREMENT PLAN, WHICH WAS EARNED DURING THE PAST 23 YEARS OF SERVICE. THIS AMOUNT WAS NOT ACTUALLY PAID DURING THIS REPORTING PERIOD, BUT WAS REPORTED AS COMPENSATION UNDER FICA TAX-REPORTING RULES. EXEMPT PURPOSE ACHIEVEMENTS PART III, LINE 4A MMMC IS AN ACCREDITED COMMUNITY CANCER CENTER BY THE COMMISSION ON CANCER, COLLEGE OF SURGEONS, AND THE SOCIETY OF CHEST PAIN CENTERS. IT IS ALSO A RECIPIENT OF THE JOINT COMMISSION PRIMARY STROKE CENTER CERTIFICATION. FOR THE THIRD CONSECUTIVE YEAR, MMMC WAS THE RECIPIENT OF THE DELMARVA FOUNDATION FOR MEDICAL CARE'S EXCELLENCE AWARD FOR QUALITY IMPROVEMENT IN HOSPITALS. BYLAWS REVISIONS - 2012 - MEDSTAR HEALTH, INC. AND AFFILIATED HOSPITALS PART VI, LINE 4 DURING THE FISCAL YEAR ENDING JUNE 30, 2012, MEDSTAR HEALTH, INC., A MARYLAND NON-STOCK CORPORATION ("MEDSTAR") REVIEWED ITS BYLAWS AND THE BYLAWS OF NINE MEDSTAR-AFFILIATED HOSPITALS, INCLUDING FRANKLIN SQUARE HOSPITAL CENTER, INC., HARBOR HOSPITAL, INC., MEDSTAR-GEORGETOWN MEDICAL CENTER, INC., MONTGOMERY GENERAL HOSPITAL, INC., NATIONAL REHABILITATION HOSPITAL, INC., ST. MARY'S HOSPITAL OF ST. MARY'S COUNTY, INC., THE GOOD SAMARITAN HOSPITAL OF MARYLAND, INC., THE UNION MEMORIAL HOSPITAL AND WASHINGTON HOSPITAL CENTER CORPORATION (COLLECTIVELY THE "HOSPITALS"). THE REVISED BYLAWS OF MEDSTAR AND THE HOSPITALS WERE DEVELOPED USING A COMMON TEMPLATE BASED ON THE EXISTING MEDSTAR BYLAWS. THE BOARD OF DIRECTORS OF MEDSTAR AND THE BOARD OF DIRECTORS OF EACH HOSPITAL VOTED AND APPROVED THE CHANGES TO THEIR BYLAWS. A SUMMARY OF THE CHANGES TO THE BYLAWS OF MEDSTAR AND THE HOSPITALS IS SET FORTH BELOW. THE BYLAWS CHANGES: (A) CONFORM PROVISIONS TO MARYLAND, DELAWARE AND DISTRICT OF COLUMBIA LAW, AS APPLICABLE, IN MANY CASES TO GIVE GREATER FLEXIBILITY TO MEDSTAR AND THE BOARD OF DIRECTORS OF EACH HOSPITAL); (B) CONFORM PROVISIONS TO MAXIMIZE UNIFORMITY AMONG THE HOSPITAL BYLAWS (TO THE EXTENT POSSIBLE); (C) REFLECT RECENT DEVELOPMENTS IN CORPORATE/HOSPITAL GOVERNANCE; (D) CLARIFY CERTAIN CORPORATE PROCEDURES; AND (E) CONFORM LANGUAGE AND STYLE. 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 11A 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 5 UNREALIZED GAIN - OTHER INVESTMENTS.........................$ 2,159 EQUITY TRANSFER........................................... $243,299 ============= TOTAL $245,458 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KENNETH A SAMET TITLE:DIRECTOR HOURS:40 MEDSTAR HEALTH ANESTHESIA SERVICES E LLC 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 262918268 HEALTH SVCS MD 4199423 389833 NA CHURCH HOME CORPORATION 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 237374724 MEDICAL FUND MD 501(c)(3) PF NA true FRANKLIN SQUARE HOSPITAL CENTER INC 9000 FRANKLIN SQUARE DRIVE BALTIMORE MD 21237 520608007 HOSPITAL MD 501(c)(3) 3 NA true HARBOR HOSPITAL INC 3001 SOUTH HANOVER STREET BALTIMORE MD 21225 520491660 HOSPITAL MD 501(c)(3) 3 NA true MEDSTAR HEALTH INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 522087445 MEDICAL SVCS MD 501(c)(3) 11b II NA false THE GOOD SAMARITAN HOSPITAL OF MARYLAND 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 520591607 HOSPITAL MD 501(c)(3) 3 NA true THE UNION MEMORIAL HOSPITAL 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 520591685 HOSPITAL MD 501(c)(3) 3 NA true MEDSTAR HEALTH RESEARCH INSTITUTE 108 IRVING STREET NW WASHINGTON DC 20010 526056274 HOSPITAL DC 501(c)(3) 3 NA true THE MEDSTAR-GEORGETOWN MEDICAL CENTER I HOPSITAL ADMIN 1 MAIN BLDG WASHINGTON DC 20007 522218584 HOSPITAL DC 501(c)(3) 3 NA true WASHINGTON HOSPITAL CENTER CORPORATION 110 IRVING STREET NW WASHINGTON DC 20010 521272129 HOSPITAL DC 501(c)(3) 3 NA true HH MEDSTAR HEALTH INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521542230 MEDICAL SVCS MD 501(c)(3) 11b II NA true BAY DEVELOPMENT CORP 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521132992 FOUNDATION MD 501(c)(3) 11a I NA true BAY LIFE SERVICES INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521496539 MENTAL HEALTH MD 501(c)(3) 9 NA true MEDSTAR SURGERY CENTER INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 521061679 MEDICAL SVCS MD 501(c)(3) 9 NA true CHURCH HOME AND HOSPITAL OF THE CITY OF 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 520591600 HOSPITAL MD 501(c)(3) 3 NA true FRANKLIN SQUARE HOSPITAL CENTER FOUNDATI 9000 FRANKLIN SQUARE DRIVE BALTIMORE MD 21237 522329546 FOUNDATION MD 501(c)(3) 11a I NA true GOOD SAMARITAN HOSPITAL FOUNDATION INC 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 522307122 FOUNDATION MD 501(c)(3) 11a I NA true GOOD SAMARITAN NURSING CENTER INC 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 521672866 MEDICAL SVCS MD 501(c)(3) 9 NA true GS HOUSING INC 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 521481656 ELDER HOUSING MD 501(c)(3) 9 NA true GS PROPERTIES INC 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 521429853 ADMIN SVCS MD 501(c)(3) 11a I NA true HARBOR HOSPITAL FOUNDATION INC 3001 SOUTH HANOVER STREET BALTIMORE MD 21225 521284532 FOUNDATION MD 501(c)(3) 11a I NA true MEDSTAR HEALTH INFUSION INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 521980510 MEDICAL SVCS MD 501(c)(3) 9 NA true MEDSTAR HEALTH VISITING NURSES ASSOCIATI 4061 POWDERMILL ROAD CALVERTON MD 20705 530196597 MEDICAL SVCS MD 501(c)(3) 9 NA true MEDSTAR VNA HEALTHCARE 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 521458516 MEDICAL SVCS MD 501(c)(3) 9 NA true MGH COMMUNITY HEALTH INC 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 521372467 MEDICAL SVCS MD 501(c)(3) 9 NA true MGH HEALTH FOUNDATION INC 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 521129959 FOUNDATION MD 501(c)(3) 7 NA true MGH HEALTH SERVICES INC 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 521366812 FOUNDATION MD 501(c)(3) 11a I NA true MGH WOMEN'S BOARD 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 526039600 FOUNDATION MD 501(c)(3) 11a I NA true NATIONAL REHABILITATION HOSPITAL 102 IRVING STREET NW WASHINGTON DC 20010 521369749 HOSPITAL DC 501(c)(3) 3 NA true REGIONAL REHAB AT OLNEY INC 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 522310902 MEDICAL SVCS MD 501(c)(3) 3 NA true SUBURBAN NRH MEDICAL REHABILITATION I 102 IRVING STREET NW WASHINGTON DC 20010 521931151 MEDICAL SVCS DC 501(c)(3) 3 NA true THE THOMAS O'NEIL CATHOLIC HEALTH CARE F 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 521104382 FOUNDATION MD 501(c)(3) 11a I NA true UNION MEMORIAL HOSPITAL FOUNDATION INC 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 521446828 FOUNDATION MD 501(c)(3) 11a I NA true VNA INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 521332411 ADMIN SVCS MD 501(c)(3) 11a I NA true WHC FOUNDATION INC 110 IRVING STREET NW WASHINGTON DC 20010 521791670 FOUNDATION DC 501(c)(3) 11a I NA true WOODBOURNE WOODS INC 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 522299070 ELDER HOUSING MD 501(c)(3) 9 NA true HOSPICE OF ST MARY'S INC PO BOX 527 LEONARDTOWN MD 20650 522153926 SUPPORT ORG MD 501(c)(3) 11b II NA true ST MARY'S HOSPITAL OF ST MARY'S COUNTY 25500 POINT LOOKOUT ROAD LEONARDTOWN MD 20650 520619006 HOSPITAL MD 501(c)(3) 3 NA true ST MARY'S HOSPITAL FOUNDATION INC PO BOX 527 LEONARDTOWN MD 20650 521051368 SUPPORT ORG MD 501(c)(3) 11d III NA true SURGICENTER AT PASADENA LLC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 522009504 MEDICAL SERVI MD NA RELATED false SJMC-RA LLC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 753160895 RADIATION THE MD NA RELATED false PHYSICIAN IMAGING OF WASHINGTON HOSPITAL 6525 BELCREST ROAD SUITE G 50 HYATTSVILLE MD 20782 562616090 LAB SERVICES MD NA RELATED false MEDSTAR PHARMACIES INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521513056 DRUG SALES MD NA C CORP EXTENCARE INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521556228 MEDICAL SERVI MD NA C CORP HELIX RESOURCES MANAGEMENT INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521913070 ADMIN SERVICE MD NA C CORP HELIXCARE MEDICAL GROUP LLC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521955580 MEDICAL SERVI MD NA C CORP HELIXCARE PROPERTIES LLC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521966695 MEDICAL SERVI MD NA C CORP PARKWAY VENTURES INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521893569 HOLDING COMPA MD NA C CORP PHYSICIANS ADMINISTRATIVE SERVICES INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 237042074 BILLING SERVI MD NA C CORP MEDSTAR FAMILY CHOICE INC 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 521995521 MANAGED CARE MD NA C CORP MEDSTAR ENTERPRISES INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 522139841 ADMIN SERVICE MD NA C CORP NASCOTT INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 521693808 MEDICAL SERVI MD NA C CORP STAR BILLING INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 521850113 BILLING SERVI MD NA C CORP WASHINGTON RISK NETWORK MANAGEMENT INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 522132677 MEDICAL SERVI MD NA C CORP WASHINGTON HOSPITAL CENTER PHYSICIAN HOS 100 IRVING STREET NW WASHINGTON DC 20010 521931000 MEDICAL SERVI MD NA C CORP MEDSTAR PHYSICIAN PARTNERS INC 4061 POWDERMILL ROAD SUITE 210 CALVERTON MD 20705 522030809 MEDICAL SERVI MD NA C CORP NRH AMBULATORY SERVICES INC 102 IRVING STREET NW WASHINGTON DC 20010 521930165 REHAB SERVICE MD NA C CORP FRANKLIN SQUARE DRIVE LAND CONDO ASSOCIA 5565 STERRETT PLACE 5TH FLOOR COLUMBIA MD 21044 760756352 CONDO OWNER A MD NA C CORP MGH DIVERSIFIED SERVICES INC 18101 PRINCE PHILIP DRIVE OLNEY MD 20832 521943602 MEDICAL SERVI MD NA C CORP 132340 3182316 1.00000 ST MARY'S HEALTH ALLIANCE INC 25500 POINT LOOKOUT ROAD LEONARDTOWN MD 20650 521930331 MEDICAL SERVI MD NA C CORP GREENSPRING FINANCIAL INSURANCE LIMITED 5601 LOCH RAVEN BLVD BALTIMORE MD 21239 980188617 INSURANCE MD NA C CORP false false false false false false false false false false false false false false true true false false