MSOM INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MSOM INC (EIN 92-0871561)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349303571
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:45:32-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BOULEVARD SUITE 1500 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 920871561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSOM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MSOM | BusinessNameControlTxt |
| Phone | 3017908872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11120 HEALTH DRIVE | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA REPAC | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 3017908872 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY TORRETTA | PreparerPersonNm |
| PTIN | P00847851 | PTIN |
| Phone | 7038477500 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAULIK JOSHI DRPH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11120 HEALTH DRIVE | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,018,735 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MSOM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2022 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,685,235 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,333 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $333,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,333 | PYTotalRevenueAmt |
| CY Total Revenue | $2,018,735 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,365,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,719,396 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,332,169 | PYOtherExpensesAmt |
| CY Other Expenses | $4,594,985 | CYOtherExpensesAmt |
| PY Total Expenses | $4,697,781 | PYTotalExpensesAmt |
| CY Total Expenses | $10,314,381 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,694,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,295,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,156,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,985,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,850,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,998,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$4,694,448 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$4,013,098 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION: PREPARE FUTURE GENERATIONS OF PHYSICIANS WHO ARE PROFESSIONALLY ACCOMPLISHED, SOCIALLY RESPONSIBLE, AND COMMUNITY ORIENTED.OUR VISION: TO BE A LEADER IN COMMUNITY-BASED MEDICAL EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,265,659 | ExpenseAmt |
| Revenue | $333,500 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $8,265,659 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSHUA REPAC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3017909351 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11116 MEDICAL CAMPUS ROAD | AddressLine1Txt |
| City | HAGERSTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| REV DR D STUART DUNNAN | ||||||||
| CHAIR | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY JC HENDRIX PHD | ||||||||
| VICE CHAIR | 3.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHINTAMANENI CHOUDARI MD | ||||||||
| DIRECTOR | 3.00 | 40.00 | Yes (X) | $0 | $31,271 | $0 | ||
| VICTORIA GIFFI MD | ||||||||
| DIRECTOR | 3.00 | 50.00 | Yes (X) | $0 | $768,606 | $28,111 | ||
| JOANNA JACKSON DO | ||||||||
| DIRECTOR (THRU 1/2025) | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL JESUELE | ||||||||
| DIRECTOR | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MAULIK JOSHI DRPH | ||||||||
| PRESIDENT | 3.00 | 50.00 | Yes (X) | Yes (X) | $0 | $1,413,371 | $248,681 | |
| GREGORY SNOOK | ||||||||
| DIRECTOR | 3.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM CRAVER | ||||||||
| DIRECTOR | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA REPAC | ||||||||
| CFO/TREASURER | 3.00 | 50.00 | Yes (X) | $0 | $495,589 | $70,721 | ||
| LYNN HAINES | ||||||||
| SECRETARY | 3.00 | 50.00 | Yes (X) | $0 | $347,451 | $61,048 | ||
| PAULA GREGORY | ||||||||
| DEAN OF MSOM | 50.00 | 0.00 | $602,761 | $0 | $29,423 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $602,761 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,056,288 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $437,984 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICAL IMPACT COMPANY LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8697 SOUTH BLUE CREEK ROAD | AddressLine1Txt |
| City | EVERGREEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $1,000,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,685,235 | RelatedOrganizationsAmt |
| Total Contributions | $1,685,235 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROFESSIONAL SVC REV | 611310 | $182,500 | $182,500 |
| ADMISSIONS FEES | 611310 | $151,000 | $151,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $333,500 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,018,735 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $333,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,323 | TotalAmt |
| Program Services | $427,458 | ProgramServicesAmt |
| Management And General | $106,865 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,076,957 | TotalAmt |
| Program Services | $3,261,566 | ProgramServicesAmt |
| Management And General | $815,391 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,332 | TotalAmt |
| Program Services | $125,866 | ProgramServicesAmt |
| Management And General | $31,466 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,620 | TotalAmt |
| Program Services | $514,896 | ProgramServicesAmt |
| Management And General | $128,724 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,164 | TotalAmt |
| Program Services | $245,731 | ProgramServicesAmt |
| Management And General | $61,433 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580,946 | TotalAmt |
| Program Services | $1,264,757 | ProgramServicesAmt |
| Management And General | $316,189 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,764 | TotalAmt |
| Program Services | $70,764 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,870 | TotalAmt |
| Program Services | $20,696 | ProgramServicesAmt |
| Management And General | $5,174 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,889 | TotalAmt |
| Program Services | $141,511 | ProgramServicesAmt |
| Management And General | $35,378 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,445 | TotalAmt |
| Program Services | $1,039,556 | ProgramServicesAmt |
| Management And General | $259,889 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,224 | TotalAmt |
| Program Services | $60,179 | ProgramServicesAmt |
| Management And General | $15,045 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,867 | TotalAmt |
| Program Services | $23,894 | ProgramServicesAmt |
| Management And General | $5,973 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,883 | TotalAmt |
| Program Services | $457,506 | ProgramServicesAmt |
| Management And General | $114,377 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,327 | TotalAmt |
| Program Services | $76,262 | ProgramServicesAmt |
| Management And General | $19,065 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LICENSES | $212,192 | $169,754 | $42,438 |
| EQUIPMENT & MAINTENANCE | $92,290 | $73,832 | $18,458 |
| DUES | $64,387 | $51,510 | $12,877 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,901 | TotalAmt |
| Program Services | $239,921 | ProgramServicesAmt |
| Management And General | $59,980 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,314,381 | TotalAmt |
| Program Services | $8,265,659 | ProgramServicesAmt |
| Management And General | $2,048,722 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $887,602 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,455 | BOYAmt |
| EOY | $50,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,612,204 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $571,883 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145,629 | BOYAmt |
| EOY | $7,040,321 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $9,006,996 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,084 | BOYAmt |
| EOY | $16,985,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,763,895 | BOYAmt |
| EOY | $1,169,826 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,086,637 | BOYAmt |
| EOY | $19,828,762 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,850,532 | BOYAmt |
| EOY | $20,998,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,694,448 | BOYAmt |
| EOY | -$12,990,094 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,976,996 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,694,448 | BOYAmt |
| EOY | -$4,013,098 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,084 | BOYAmt |
| EOY | $16,985,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,295,646 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $8,976,996 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,328,829 | OtherCostOrOtherBasisAmt |
| Depreciation | $571,883 | DepreciationAmt |
| Book Value | $6,756,946 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $283,375 | OtherCostOrOtherBasisAmt |
| Book Value | $283,375 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,040,321 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NET ASSETS HELD BY MHF | $8,976,996 |
| OTHER RECEIVABLES | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,006,996 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATION | Desc |
| Amt | $19,828,762 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,828,762 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF MERITUS HEALTH, INC. THE RELEVANT TEXT OF THE INCOME TAX FOOTNOTE FROM THOSE FINANCIALS IS: MERITUS FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX POSITIONS WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MERITUS DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NON-DISCRIMINATION POLICY IS AVAILABLE ON THE MSOM WEBSITE HTTPS://WWW.MSOM.ORG/ABOUT/POLICIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAULIK JOSHI DRPH | ||||||||||||||
| PRESIDENT | $0 | $899,267 | $0 | $355,869 | $0 | $158,235 | $0 | $229,775 | $0 | $18,906 | $0 | $1,662,052 | $0 | $135,235 |
| VICTORIA GIFFI MD | ||||||||||||||
| DIRECTOR | $0 | $485,187 | $0 | $283,419 | $0 | $0 | $0 | $10,422 | $0 | $17,689 | $0 | $796,717 | $0 | $0 |
| PAULA GREGORY | ||||||||||||||
| DEAN OF MSOM | $450,558 | $0 | $152,203 | $0 | $0 | $0 | $15,525 | $0 | $13,898 | $0 | $632,184 | $0 | $0 | $0 |
| JOSHUA REPAC | ||||||||||||||
| CFO/TREASURER | $0 | $403,385 | $0 | $92,204 | $0 | $0 | $0 | $51,165 | $0 | $19,556 | $0 | $566,310 | $0 | $0 |
| LYNN HAINES | ||||||||||||||
| SECRETARY | $0 | $276,053 | $0 | $68,997 | $0 | $2,401 | $0 | $39,678 | $0 | $21,370 | $0 | $408,499 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I LINE 3 | METHODS USED BY A RELATED ORGANIZATION TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES; ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION, MMC. MMC CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, QUESTION 3 ON ITS FORM 990: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION BY SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE COMPENSATION PAID TO THE OFFICERS AND KEY EMPLOYEE LISTED ON MSOM'S FORM 990 WAS ESTABLISHED PURSUANT TO THE REBUTTABLE PRESUMPTION OF REASONABLENESS. |
| PART I LINE 4B | SEVERAL OFFICERS ARE PARTICIPANTS IN A 457F PLAN THAT WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE MMC BOARD OF DIRECTORS. FOR THE CURRENT YEAR, THE FOLLOWING AMOUNTS WERE DEFERRED BY MMC AND ARE NOT SUBSTANTIALLY VESTED AND SUBJECT TO CREDITOR CLAIMS AND FORFEITURES: MAULIK JOSHI $214,250 LYNN HAINES $26,526 JOSHUA REPAC $35,640 MAULIK JOSHI RECEIVED A 457F DISTRIBUTION OF $135,235. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | TO TRAIN PHYSICIANS WHO WILL BE SOCIALLY RESPONSIBLE, PROFESSIONALLY ACCOMPLISHED, AND COMMUNITY ORIENTED. |
| FORM 990, PART III, LINE 4A | MSOM OFFERS A UNIQUE APPROACH TO STUDENT LEARNING INCLUDING THE TEAM-BASED LEARNING (TBL) APPROACH. TBL'S INNOVATIVE METHODOLOGY USES CONTINUOUS ACTIVE PARTICIPATION TO FOSTERING COLLABORATIVE PROBLEM-SOLVING SKILLS. MEDICAL STUDENTS THRIVE IN AN ENVIRONMENT THAT ENCOURAGES TEAMWORK, IMMEDIATE FEEDBACK AND THE PRACTICAL APPLICATION OF MEDICAL KNOWLEDGE. MSOM'S CURRICULAR APPROACH PREPARES STUDENTS TO BECOME PHYSICIANS, THOUGHT LEADERS AND VERSATILE TEAM MEMBERS. TBL PERMEATES EVERY ASPECT OF THE CURRICULUM, ENHANCING CRITICAL THINKING, COMMUNICATION, AND ADAPTABILITY. THE MSOM CURRICULUM IS ALIGNED WITH THE AMERICAN OSTEOPATHIC ASSOCIATION (AOA) SEVEN OSTEOPATHIC CORE COMPETENCIES FOR MEDICAL STUDENTS. UNDER EACH OF THESE COMPETENCY DOMAINS, THERE ARE MEASURABLE CURRICULAR GOALS WHICH, UPON STUDENT ATTAINMENT AND COMPLETION, INDICATE COMPETENCE IN THE DOMAIN. THESE CURRICULAR GOALS BROADLY SHAPE AND DEFINE THE COURSES & CLERKSHIPS WITHIN THE 4-YEAR MSOM CURRICULUM. FOR EACH CURRICULAR GOAL, THERE ARE ACCOMPANYING LEARNING ACTIVITIES, WHOSE PURPOSE IS TO HELP STUDENTS ACHIEVE THE GOAL AND LEARN COURSE CONTENT. EACH LEARNING ACTIVITY IS GUIDED BY A SET OF SPECIFIC, MEASURABLE LEARNING OBJECTIVES THAT STATE WHAT THE STUDENT WILL ACCOMPLISH DURING THE ACTIVITY. MSOM IS PREPARING TO ACCEPT ITS FIRST CLASS OF STUDENTS IN THE FALL OF 2025. |
| FORM 990, PART V, LINES 1A AND 2A | THE FILING ORGANIZATION HAS ENTERED "0" ON PART V, LINE 1A AND LINE 2A BECAUSE THE ORGANIZATION'S 1099 AND W-2 RETURNS ARE FILED BY AND UNDER THE NAME AND EIN OF MERITUS MEDICAL CENTER, INC., A RELATED ORGANIZATION, UNDER A SHARED SERVICES AGREEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER IS MERITUS HEALTH, INC. (MHI), THE PARENT. MHI HAS THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7A | CANDIDATES FOR THE MSOM BOARD ARE SELECTED BY THE GOVERNANCE COMMITTEE AND PRESENTED TO THE MHI BOARD BY THE CHAIRMAN OF THE GOVERNANCE COMMITTEE. FINAL ELECTION OCCURS THROUGH THE MHI BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALONG WITH THE ELECTION OF GOVERNING MEMBERS TO THE BOARD, THE MHI BOARD (PARENT) ALSO NEEDS TO REVIEW AND APPROVE THE FOLLOWING BEFORE BECOMING EFFECTIVE AND BEFORE THE ACTION IS IMPLEMENTED: 1. ANY MERGER, CONSOLIDATION OR DISSOLUTION OF THE CORPORATION. 2. ANNUAL BUSINESS PLAN. 3. ANNUAL BUDGET. 4. CONTRACTUAL OBLIGATIONS THAT MEET ANY ONE OF THE FOLLOWING CRITERIA: A. FALL OUTSIDE THE SCOPE OF THE CORPORATION'S ANNUAL BUSINESS PLAN. B. REQUIRE APPROVAL BY EXTERNAL HEALTH AND/OR FINANCIAL REGULATORY AGENCY. C. HAVING THE POTENTIAL OF ADVERSELY IMPACTING THE OPERATION OF ANY SUBSIDIARY OF THE MEMBER. 5. ANY JOINT VENTURE BETWEEN THE CORPORATION AND ANOTHER PERSON OR ENTITY THAT MEETS ANY ONE OF THE FOLLOWING CRITERIA: A. EXTENDS BEYOND THE SCOPE OF THE ANNUAL BUSINESS PLAN OF THE CORPORATION. B. REQUIRES EXTERNAL APPROVAL BY EXTERNAL HEALTH AND/OR FINANCIAL REGULATORY AGENCY. C. HAS THE POTENTIAL OF ADVERSELY IMPACTING THE OPERATION OF ANY SUBSIDIARY OF THE MEMBER. 6. SALES OR TRANSFERS OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR SALES OR TRANSFERS OF ASSETS THAT MEET WITH ANY ONE OF THE FOLLOWING CRITERIA: A. FALL OUTSIDE THE SCOPE OF THE CORPORATION'S ANNUAL BUSINESS PLAN. B. REQUIRE APPROVAL BY EXTERNAL HEALTH AND/OR FINANCIAL REGULATORY AGENCY. C. HAS THE POTENTIAL OF ADVERSELY IMPACTING THE OPERATIONS OF ANY SUBSIDIARY OF THE MEMBER. 7. FORMATION OF A SUBSIDIARY. 8. ADOPTION AND AMENDMENT OF THE MISSION AND VISION STATEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM 990 WAS PROVIDED TO THE AUDIT AND BUSINESS INTEGRITY COMMITTEE OF THE PARENT BOARD. ACTING UNDER THE AUTHORITY OF THE PARENT BOARD, THE COMMITTEE REVIEWED THE FORM 990 PRIOR TO THE SUBMISSION FOR THE FORM 990 TO THE INTERNAL REVENUE SERVICE. IN ADDITION, THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL DISCLOSURE OF INTEREST IS REQUIRED FOR ALL OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES. THESE DISCLOSURES ARE THEN REVIEWED AGAINST THE ACCOUNTS PAYABLE SYSTEM TO DETERMINE THE AMOUNT OF TRANSACTIONS WITH THE ORGANIZATION. ALL DISCLOSURES AND TRANSACTIONS ARE REVIEWED BY THE AUDIT & BUSINESS INTEGRITY COMMITTEE. AFTER THIS REVIEW, A COPY OF THE DISCLOSURES, BY BOARD OR COMMITTEE, LISTING THE TYPE OF INVOLVEMENT/TRANSACTIONS THE ENTITY HAS WITH THE NAMED DISCLOSURE, IF ANY, ARE PROVIDED TO THE CHAIR OF THE BOARD OR COMMITTEE. ANY DIRECTOR WITH A DETERMINED CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S DISCUSSIONS AND DECISIONS WITH REGARDS TO THAT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. ALL COMPENSATION REPORTED ON PART VII OF THE FORM 990 IS PAID BY A RELATED ORGANIZATION, MERITUS MEDICAL CENTER, INC. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION, THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE MADE PUBLIC THROUGH THE STATE OF MARYLAND CHARITABLE REGISTRATION DIVISION. |
| FORM 990, PART VII, SECTION A: | THE HOURS OF THE PRESIDENT, SECRETARY, AND TREASURER WERE SPENT ATTENDING BOARD AND COMMITTEE MEETINGS. COMPENSATION PROVIDED TO THESE PERSONS WAS FOR SERVICES PROVIDED IN THEIR CAPACITY AS OFFICERS/EMPLOYEES OF MMC AND AFFILIATES, NOT IN THEIR CAPACITY AS DIRECTORS. ADDITIONALLY, THE COMPENSATION THAT DR. GIFFI AND DR. CHOUDARI RECEIVED WAS FOR SERVICES AS PHYSICIANS. |
| FORM 990, PART IX, LINE 11G | OTHER: PROGRAM SERVICE EXPENSES 64,757. MANAGEMENT AND GENERAL EXPENSES 16,189. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,946. CONSULTATION: PROGRAM SERVICE EXPENSES 1,200,000. MANAGEMENT AND GENERAL EXPENSES 300,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500,000. |
| FORM 990, PART XI, LINE 9: | CHANGE IN ASSETS HELD BY MHF 8,976,996. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MERITUS MEDICAL CENTER INC | ||||||||||
| 11116 MEDICAL CAMPUS ROAD | HAGERSTOWN | MD | 21742 | 520607949 | HOSPITAL | MD | 501(C)(3) | LINE 3 | MERITUS HEALTH INC | 0 |
| MERITUS HEALTH INC | ||||||||||
| 11116 MEDICAL CAMPUS ROAD | HAGERSTOWN | MD | 21742 | 372062702 | HEALTH SERVICE | MD | 501(C)(3) | LINE 12C, III-FI | 0 | |
| MERITUS HEALTH FOUNDATION INC | ||||||||||
| 11116 MEDICAL CAMPUS ROAD | HAGERSTOWN | MD | 21742 | 010639265 | FUNDRAISING | MD | 501(C)(3) | LINE 7 | MERITUS HEALTH INC | 0 |
| BROOK LANE FOUNDATION INC | ||||||||||
| 13121 BROOK LANE DRIVE | HAGERSTOWN | MD | 21742 | 455489464 | FUNDRAISING | MD | 501(C)(3) | LINE 12A, I | BROOK LANE INC | 0 |
| BROOK LANE BEHAVIORAL SERVICES INC | ||||||||||
| 13121 BROOK LANE DRIVE | HAGERSTOWN | MD | 21742 | 830891593 | BEHAVIORAL HEALTH SERVICES | MD | 501(C)(3) | LINE 10 | BROOK LANE INC | 0 |
| BROOK LANE INC | ||||||||||
| 13121 BROOK LANE DRIVE | HAGERSTOWN | MD | 21742 | 830906074 | BEHAVIORAL HEALTH SERVICES | MD | 501(C)(3) | LINE 7 | MERITUS HEALTH INC | 0 |
| BROOK LANE HEALTH SERVICES INC | ||||||||||
| 13121 BROOK LANE DRIVE | HAGERSTOWN | MD | 21742 | 520698850 | BEHAVIORAL HEALTH SERVICES | MD | 501(C)(3) | LINE 3 | BROOK LANE INC | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERITUS INSURANCE COMPANY LTD | |||||||||||||
| PO BOX 1109GT | GRAND CAYMAN | CJ | 980462257 | CAPTIVE INSURANCE | CJ | N/A | 0 | ||||||
| MERITUS ENTERPRISES INC | |||||||||||||
| 521393624 | HEALTH SERVICES | N/A | 0 | 11116 MEDICAL CAMPUS ROAD | HAGERSTOWN | MD | 21742 | MD | C | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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