2025-05-09T14:03:52-05:00 2024-06-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2023-07-01 520591685 THE UNION MEMORIAL HOSPITAL UNIO 4107726721 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 JOEL BRYAN VP/TREASURER/CIO 4107726721 2025-05-09 1 0 RAYMOND LY P01205643 7032868000 2023 2025-03-06 01:10:19Z MEDSTAR UNION MEMORIAL HOSPITAL THOMAS J SENKER 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 446183586 0 X WWW.MEDSTARUNIONMEMORIAL.ORG X 1854 MD SEE SCHEDULE OTO BE A COMPREHENSIVE HOSPITAL WITH REGIONAL SPECIALTY SERVICES OF DISTINCTION AND QUALITY COMMUNITY SERVICES, ALL ENHANCED BY CLINICAL EDUCATION & RESEARCH. 24 16 2209 282 67592 0 14131506 8407465 418691887 432609880 2038939 2661569 4499982 2504672 439362314 446183586 171837 110204 0 0 191871600 187282224 0 0 0 252700270 267138085 444743707 454530513 -5381393 -8346927 245407770 257122271 59560390 54182312 185847380 202939959 X SEE SCHEDULE OAS A PROUD MEMBER OF MEDSTAR HEALTH, MEDSTAR UNION MEMORIAL HOSPITAL'S (MEDSTAR UNION MEMORIAL) MISSION IS TO BE A REGIONAL HOSPITAL WITH SPECIALTY SERVICES OF DISTINCTION CONNECTED BY CLINICAL EDUCATION, INNOVATION, AND AN INTEGRATED APPROACH TO CARE. MEDSTAR UNION MEMORIAL IS AN ACUTE CARE HOSPITAL LOCATED IN THE NORTH-CENTRAL SECTION OF BALTIMORE CITY, MARYLAND. IN FISCAL YEAR 2024, MEDSTAR UNION MEMORIAL HAD 8,705 INPATIENT ADMISSIONS AND 101,581 OUTPATIENT VISITS INCLUDING 44,240 EMERGENCY VISITS. 0 0 335844928 110204 417564186 SEE SCHEDULE OMEDSTAR UNION MEMORIAL'S LARGEST PROGRAM IS ACCESS TO AND THE PROVISION OF ACUTE HOSPITAL SERVICES TO THE COMMUNITIES OF NORTHERN BALTIMORE CITY, MARYLAND AND THE SURROUNDING AREAS. IN ADDITION TO THE PROGRAM SERVICE EXPENSES LISTED ABOVE, MEDSTAR UNION MEMORIAL INCURRED $75.9M OF MANAGEMENT AND GENERAL EXPENSES IN PROVIDING SERVICES TO ITS COMMUNITIES. MEDSTAR UNION MEMORIAL OPERATES A CARDIAC REGIONAL TREATMENT CENTER IN PARTNERSHIP WITH MEDSTAR HEART & VASCULAR INSTITUTE TO SHARE BEST PRACTICES AND IMPROVE CARE FOR HEART PATIENTS. MEDSTAR UNION MEMORIAL'S CURTIS NATIONAL HAND CENTER IS DESIGNATED AS THE HAND AND UPPER EXTREMITY TRAUMA CENTER FOR THE STATE OF MARYLAND BY THE MARYLAND INSTITUTE OF EMERGENCY MEDICAL SYSTEMS - THE ONLY SUCH CENTER IN THE U.S. TO EARN THIS DISTINCTION. MEDSTAR UNION MEMORIAL HAS ONE OF THE MOST COMPREHENSIVE ORTHOPAEDIC AND SPORTS MEDICINE PROGRAMS IN THE REGION. ITS PROGRAM IS JOINT COMMISSION (TJC) CERTIFIED IN HIP AND KNEE REPLACEMENT SURGERY AND WAS THE FIRST PROGRAM IN THE REGION TO BE TJC CERTIFIED IN SHOULDER REPLACEMENT SURGERY, SPINE SURGERY AND PALLIATIVE CARE. MEDSTAR UNION MEMORIAL HAS BEEN RECOGNIZED BY U.S. NEWS & WORLD REPORT AS ONE OF THE TOP 50 HOSPITALS IN THE COUNTRY FOR ORTHOPAEDICS. MEDSTAR UNION MEMORIAL HAS THE UNIQUE DISTINCTION OF HAVING ITS OWN BIOMECHANICS RESEARCH FACILITY AND SURGICAL SKILLS TRAINING LAB. IN ADDITION, MEDSTAR UNION MEMORIAL RECEIVED 2023 GET WITH THE GUIDELINES - STROKE GOLD PLUS; TARGET STROKE HONOR ROLL; TARGET TYPE 2 DIABETES HONOR ROLL FROM THE AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION. THE HOSPITAL IS RECOGNIZED BY TJC AS AN ADVANCED PRIMARY STROKE CENTER. ADDITIONALLY, MEDSTAR UNION MEMORIAL ACHIEVED A 5 STAR RATING RATING FOR QUALTY FROM CMS; A DESIGNATION THAT ONLY TWO HOSPITALS IN THE STATE WERE ABLE TO ACHIEVE. MEDSTAR UNION MEMORIAL WAS ALSO AWARDED AN A GRADE FROM THE LOWN INSTITUTE FOR OUTSTANDING SOCIAL RESPONSIBILITY, INCLUDING HEALTH EQUITY AND VALUE OF CARE. THE LOWN INSTITUTE IS THE ONLY AVAILABLE RANKING THAT COMBINES METRICS OF HEALTH EQUITY AND VALUE OF CARE ALONGSIDE PATIENT OUTCOMES. 24824499 15045694 MEDSTAR UNION MEMORIAL PROVIDED $24.8M IN SUBSIDIZED (MISSION DRIVEN) HEALTH SERVICES IN FISCAL YEAR 2024. THESE CRITICAL SERVICES, WHICH ARE DRIVEN BY COMMUNITY NEEDS, OPERATE AT A LOSS. THEY ADDRESS PRIORITIES PRIMARILY THROUGH DISEASE PREVENTION AND IMPROVEMENT OF HEALTH STATUS. SERVICES PROVIDED INCLUDE EMERGENCY MEDICINE, PRIMARY CARE, AND BEHAVIORAL HEALTH. 18008775 MEDSTAR UNION MEMORIAL PROVIDED $18.0M IN HEALTH PROFESSIONS EDUCATION IN FISCAL YEAR 2024. THIS CATEGORY INCLUDES TRAINING IN GRADUATE MEDICAL EDUCATION, EDUCATION FOR PHYSICIANS, MEDICAL STUDENTS, NURSES, AND OTHER HEALTH PROFESSIONS. 378678202 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 2209 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 24 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X JOEL BRYAN 4107726721 10980 GRANTCHESTER WAY COLUMBIA MD 21044 ANTHONY READ DIRECTOR 1.00 0.00 X 0 0 0 BISHOP DENIS J MADDEN DIRECTOR 1.00 0.00 X 0 0 0 DANIEL P CAHILL DIRECTOR 1.00 0.00 X 0 0 0 DAVID ZACHARY MARTIN MD DIRECTOR 1.00 39.00 X 0 1522463 32531 DAWN M MOTOVIDLAK CHAIR 1.00 0.00 X X 0 0 0 HOLLY TILFORD DIRECTOR 1.00 0.00 X 0 0 0 JEFFREY ELKIN DIRECTOR 1.00 0.00 X 0 0 0 JUDITH FEUSTLE DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN DYER DIRECTOR 1.00 0.00 X 0 0 0 KENNETH A SAMET DIRECTOR 1.00 39.00 X 0 7083748 106087 KIM SYDNOR PHD VICE CHAIR 1.00 0.00 X X 0 0 0 LEO E GALLAGHER JR DIRECTOR 1.00 0.00 X 0 0 0 MAHSA MOHEBTASH MD DIRECTOR 1.00 39.00 X 0 816133 10702 MICHAEL RANDOLPH MD DIRECTOR 1.00 0.00 X 0 0 0 PAUL DENNIS CONNELLY DIRECTOR 1.00 0.00 X 0 0 0 PAUL SACK MD DIRECTOR 39.00 1.00 X 336527 0 29884 REBECCA E PEARCE DIRECTOR 1.00 0.00 X 0 0 0 SAMER S NAJJAR MD DIRECTOR 1.00 39.00 X 680102 0 32385 SHAMS T QUAZI MD DIRECTOR 20.00 20.00 X 252677 252677 32252 VERONICA COOL DIRECTOR 1.00 0.00 X 0 0 0 ZEENA DORAI MD DIRECTOR 39.00 1.00 X 1264811 0 20014 DEANA STOUT ASSISTANT TREASURER 1.00 39.00 X 0 565600 32895 THOMAS J SENKER PRESIDENT 20.00 20.00 X 497366 497366 39640 CAROLINA CHAVARRIA ASSISTANT SECRETARY 39.00 1.00 X 119094 0 19999 BRIAN CAWLEY SENIOR VP, OPERATIONS 39.00 1.00 X 369875 0 32557 KAREN OWINGS CNO 40.00 0.00 X 363423 0 39760 PETER KUEHL MD PHYSICIAN 40.00 0.00 X 326221 0 10402 PHYLLIS GRAY AVP, OPERATIONS 40.00 0.00 X 261423 0 35026 PIU CHIN PHYSICIAN 40.00 0.00 X 259409 0 45892 BRADLEY CHAMBERS FORMER PRESIDENT/DIRECTOR 1.00 39.00 X 0 1681164 59767 YOLANDA BROOKS FORMER OFFICER 39.00 1.00 X 110811 0 9443 STUART BELL MD FORMER VP, MEDICAL AFFAIRS 1.00 39.00 X 0 180310 24054 4841739 12599461 613290 343 1 1 0 AMN HEALTHCARE INC 2735 COLLECTION CENTER DR CHICAGO IL 60693 STAFFING SERVICES 15192444 AYA HEALTHCARE INC PO BOX 123519 DEPT 3519 DALLAS TX 753123519 STAFFING SERVICES 3299212 DVA RENAL HEALTHCARE INC PO BOX 781607 PHILADELPHIA PA 191781607 MEDICAL SERVICES 1440378 STANDARD PARKING CORP 1790 PAYSPHERE CIRCLE CHICAGO IL 606741790 PARKING SERVICES 1384974 CROTHALL SERVICES GROUP 13028 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 ENVIRONMENTAL SERVICES 1146564 29 6661915 1745550 121095 8407465 NET PATIENT SERVICE RE 621400 424022970 424022970 PHARMACY 900099 8586910 8586910 432609880 1090001 1090001 553706 0 553706 553706 553706 1571568 0 1571568 1571568 1571568 REBATE INCOME 900099 674227 674227 PARKING LOT REVENUE 900099 605144 67592 537552 EXPENSE RECOVERY 900099 242642 242642 428953 428953 1950966 446183586 432609880 67592 5098649 X 80454 80454 29750 29750 3288805 3020578 268227 120255 110462 9793 152060389 139636148 12424241 2290978 2103805 187173 19381508 17866292 1515216 10140289 9243054 897235 44298794 1010129 43288665 2500 2500 77563190 69846319 7716871 309709 10646 299063 1709099 2051334 -342235 198105 535065 -336960 425851 381142 44709 90396 70923 19473 2504994 2504994 14959437 14170453 788984 5433474 4731060 702414 MED/SURG SUPPLIES 54326741 54523229 -196488 IMPLANTS/PROSTHESES 37759714 37759714 MAINTENANCE 9847429 9526306 321123 UTILITIES 4390403 4016274 374129 13318249 7955065 5363184 454530513 378678202 75852311 0 6043 16810 2529037 3104150 51509363 58298620 7432898 7131217 754800 598369 455234138 365101262 86671369 90132876 82703792 86711758 13800468 11128471 245407770 257122271 28296241 23751166 1788123 1815645 29476026 28615501 59560390 54182312 X 143200679 163108329 42646701 39831630 185847380 202939959 245407770 257122271 X -8346927 9862202 15577304 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1925817 1925817 174562204 130128766 44433438 1899684 1737670 162014 270965877 231430763 39535114 5880556 1804063 4076493 90132876 BOARD DESIGNATED 48394195 F RESTRICTED INVESTMENT FUNDS 38317563 F 86711758 ADVANCE FROM THIRD PARTIES 12073692 OPERATING LEASE LIABILITY 10819230 WORKERS COMPENSATION 2360578 CREDIT BALANCE PATIENT A/R 2015346 OTHER LIABILITIES 1344748 PENDING PFS REFUNDS 1907 28615501 X PART X, LINE 2: FIN 48 FOOTNOTE 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, 2024. 1 1 X 1 X 1 X 1 1 1 0 1 1 8386791 8386791 0.01850 8386791 8386791 0.01850 2609589 86948 2522641 0.00550 18008775 18008775 0.03960 24824499 15045694 9778805 0.02150 3243687 36945 3206742 0.00710 156466 156466 0.00030 48843016 15169587 33673429 0.07400 57229807 15169587 42060220 0.09250 35704 35704 0.00010 35138 35138 0.00010 15135 15135 0.00000 85977 85977 0.00020 1 5026662 X 1 1 1 1 UNION MEMORIAL HOSPITAL 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 WWW.MEDSTARUNIONMEMORIAL.ORG STATE LICENSE NUMBER: 30066 X X X X UNION MEMORIAL HOSPITAL 1 0 0 1 X X X X X X X X X 23 1 0 0 1 X WWW.MEDSTARUNIONMEMORIAL.ORG X 1 23 1 WWW. MEDSTARUNIONMEMORIAL.ORG 0 1 X 200.000000000000 400.000000000000 X X X X X X 1 1 X X X X 1 X WWW.MEDSTARUNIONMEMORIAL.ORG X WWW.MEDSTARUNIONMEMORIAL.ORG X WWW.MEDSTARUNIONMEMORIAL.ORG X X X X X X 1 X 0 X X X X 1 X 0 0 UNION MEMORIAL HOSPITAL PART V, SECTION B, LINE 5: CHNA INPUTHOSPITAL LEADROLE DESCRIPTIONTHE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) HOSPITAL LEAD SERVES AS THE COORDINATOR OF ALL ASPECTS OF THE COMMUNITY HEALTH ASSESSMENT PROCESS. HE/SHE HELPS ESTABLISH AND COORDINATE THE ACTIVITIES OF THE ADVISORY TASK FORCE. THE LEAD ALSO HELPS PRODUCE THE HOSPITAL'S COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY. HE/SHE WORKS COLLABORATIVELY WITH REPRESENTATIVES FROM THE CORPORATE COMMUNITY HEALTH DEPARTMENT AND GEORGETOWN UNIVERSITY. THE LEAD ALSO WORKS CLOSELY WITH THE WRITER. HE/SHE REVIEWS ALL NARRATIVES PRIOR TO PUBLICATION.NAME OF HOSPITAL LEAD: KIMBERLY FLOYD, RNEXECUTIVE SPONSORROLE DESCRIPTIONTHE EXECUTIVE SPONSOR SERVES AS THE CONDUIT BETWEEN THE ADVISORY TASK FORCE AND THE SENIOR MANAGEMENT TEAM. THE SPONSOR IS AN ACTIVE PARTICIPANT OF THE ADVISORY TASK FORCE AND HE/SHE COMMUNICATES THE HOSPITAL'S CLINICAL STRENGTHS AND PROGRAM PRIORITIES TO DIVERSE AUDIENCES.NAME OF EXECUTIVE SPONSOR: THOMAS J. SENKERADVISORY TASK FORCEROLE DESCRIPTIONTHE ADVISORY TASK FORCE (ATF) REVIEWS PRIMARY/SECONDARY DATA AND LOCAL/STATE/FEDERAL COMMUNITY HEALTH GOALS. BASED ON FINDINGS, THE ATF PROVIDES INPUT INTO THE HOSPITAL'S THREE-YEAR IMPLEMENTATION STRATEGY. AS AMBASSADORS FOR THE CHNA PROCESS, THE ATF MEMBERS SUPPORT EFFORTS TO OPTIMIZE COMMUNITY PARTICIPATION. NOTE: THE ATF SHOULD BE A COMBINATION OF COMMUNITY REPRESENTATIVES AND STAFF. COMMUNITY REPRESENTATIVES SHOULD MAKEUP AT LEAST 50% OF TOTAL PARTICIPANTS. NAME : DAWN MOTOVIDLAKTITLE/AFFILIATION WITH HOSPITAL : MGSH AND MUMH BOARD MEMBER, CHAIRNAME OF ORGANIZATION : BHS ONLINENAME : DANIEL P. CAHILL TITLE/AFFILIATION WITH HOSPITAL : MGSH BOARD MEMBER, CHAIRNAME OF ORGANIZATION : WEBB MASONNAME : VERONICA COOLTITLE/AFFILIATION WITH HOSPITAL : MGSH BOARD MEMBERNAME OF ORGANIZATION : COOL ASSOCIATESNAME : KIM SYDNOR, PHDTITLE/AFFILIATION WITH HOSPITAL : DEAN - MORGAN STATE UNIVERSITY, MGSH AND MUMH BOARD MEMBERNAME OF ORGANIZATION : MORGAN STATE UNIVERSITYNAME : TRICIA ISENNOCKTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY HEALTH ADVISORNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DANA FRANK, M.D. TITLE/AFFILIATION WITH HOSPITAL : CHAIRMAN, MEDICINE, MGSH/MUMH NAME OF ORGANIZATION : MEDSTAR HEALTHNAME : KENNETH WALSCH TITLE/AFFILIATION WITH HOSPITAL : ASSISTANT VICE PRESIDENT, QUALITY, SAFETY, RISK MANAGEMENT NAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DEBORAH BANGLEDORF TITLE/AFFILIATION WITH HOSPITAL : DIRECTOR, MARKETING AND COMMUNICATIONS NAME OF ORGANIZATION : MEDSTAR HEALTHNAME : KIMBERLY FLOYDTITLE/AFFILIATION WITH HOSPITAL : RN PROGRAM MANAGER- COMMUNITY HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : PEGGY THOMAS TITLE/AFFILIATION WITH HOSPITAL : COMMUNITY REPRESENTATIVENAME OF ORGANIZATION : COMMUNITY RESIDENTNAME : SHEILA WILLIAMS TITLE/AFFILIATION WITH HOSPITAL : COMMUNITY REPRESENTATIVENAME OF ORGANIZATION : HUBER MEMORIAL CHURCHNAME : EVANGELINE WAIHENYA TITLE/AFFILIATION WITH HOSPITAL : PARISHIONERNAME OF ORGANIZATION : ST. MATTHEWS CHURCHNAME : SUSAN BENDERTITLE/AFFILIATION WITH HOSPITAL : COONAME OF ORGANIZATION : KESWICKNAME : NICHOLE BATTLE TITLE/AFFILIATION WITH HOSPITAL : CEO NAME OF ORGANIZATION : GEDCONAME : MARK FLETCHERTITLE/AFFILIATION WITH HOSPITAL : DEPUTY CHIEF OF EMSNAME OF ORGANIZATION : BALTIMORE CITY FIRE DEPARTMENTNAME : MELVIN WILSON TITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTOR NAME OF ORGANIZATION : TURNAROUND TUESDAYNAME : ADONGO MATTHEWSTITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTORNAME OF ORGANIZATION : SHEPHERD'S CLINICNAME : LISA JONESTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY MEDIATION DIRECTORNAME OF ORGANIZATION : WOODBOURNE MCCABE SAFE STREETSNAME : PAT JONESTITLE/AFFILIATION WITH HOSPITAL : DIRECTORNAME OF ORGANIZATION : ST. MATTHEW'S CHURCHNAME : HEATHER WILSONTITLE/AFFILIATION WITH HOSPITAL : VICE PRESIDENT, OPERATIONSNAME OF ORGANIZATION : Y IN CENTRAL MARYLANDNAME : LUCAS CARLSON, M.D.TITLE/AFFILIATION WITH HOSPITAL : REGIONAL MEDICAL DIRECTOR, CARE TRANSFORMATIONNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : JEFFREY GRIFFINTITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTORNAME OF ORGANIZATION : FRANCISCAN CENTERNAME : RAQUEL LAMPTEYTITLE/AFFILIATION WITH HOSPITAL : SR. DIRECTOR, COMMUNITY HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DIANA QUINNTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY HEALTH ADVISOR, COMMUNITY HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : PHYLLIS GRAYTITLE/AFFILIATION WITH HOSPITAL : AVP CARE TRANSFORMATIONNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : AARON KAUFMANTITLE/AFFILIATION WITH HOSPITAL : DIRECTOR OF COMMUNITY PROJECTSNAME OF ORGANIZATION : CENTRAL BALTIMORE PARTNERSHIPNAME : ADEOLA ALAYANDETITLE/AFFILIATION WITH HOSPITAL : DIRECTOR HEALTH PROMOTION AND DISEASE PREVENTIONNAME OF ORGANIZATION : BALTIMORE CITY HEALTH DEPARTMENTNAME : ALEX YAZAJI, MDTITLE/AFFILIATION WITH HOSPITAL : VICE PRESIDENT, MEDICAL AFFAIRS, MUMH AND MGSHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : ALIZA AAMRINTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY HEALTH PROGRAM COORDINATOR/JOY WELLNESSNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : ANGELA PROFILITITLE/AFFILIATION WITH HOSPITAL : DIRECTOR NURSING EMERG SERVICESNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : ANGIE WINDERTITLE/AFFILIATION WITH HOSPITAL : PRESIDENTNAME OF ORGANIZATION : NAME : NECONAME : BERNARD RAVITZTITLE/AFFILIATION WITH HOSPITAL : AVP MEDICAL AFFAIRSNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : CAT GOODRICHTITLE/AFFILIATION WITH HOSPITAL : PASTORNAME OF ORGANIZATION : FAITH PRESBYTERIAN CHURCHNAME : CLAIRE WILSONTITLE/AFFILIATION WITH HOSPITAL : REGIONAL DIRECTOR, COMMUNITY HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DAVON CARTERTITLE/AFFILIATION WITH HOSPITAL : PROGRAM COORDINATOR SMOCNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : DIANA EMERSONTITLE/AFFILIATION WITH HOSPITAL : EXECUTIVE DIRECTOR NAME OF ORGANIZATION : WAVERY MAIN STREETNAME : DIANE MCELVERSONTITLE/AFFILIATION WITH HOSPITAL : MD RESIDENT SERVICES COORDINATORNAME OF ORGANIZATION : J VAN STORY BRANCH/ COMMUNITY HOUSING PARTNERSNAME : DONALD EADDYTITLE/AFFILIATION WITH HOSPITAL : VP, STRATEGIC PARTNERSHIPS AND CIVIC ENGAGEMENTNAME OF ORGANIZATION : Y IN CENTRAL MARYLANDNAME : HARVEY MILESTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY SCHOOL COORDINATORNAME OF ORGANIZATION : GARDENVILLE ELEMENTARY SCHOOLNAME : DESTINY MURDOCKTITLE/AFFILIATION WITH HOSPITAL : COMMUNITY HEALTH PROGRAM COORDINATOR/JVSBNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : JOHN COLMERSTITLE/AFFILIATION WITH HOSPITAL : PARISHIONERNAME OF ORGANIZATION : FAITH PRESBYTERIAN CHURCHNAME : JOSEPH CRAWLEYTITLE/AFFILIATION WITH HOSPITAL : DIRECTORNAME OF ORGANIZATION : GEDCO CARESNAME : KAREN MEYERSTITLE/AFFILIATION WITH HOSPITAL : CHAIR OF SOCIAL AND ENVIRONMENTAL JUSTICE COUNCILNAME OF ORGANIZATION : FAITH PRESBYTERIAN CHURCHNAME : KATHLEEN MCHUGHTITLE/AFFILIATION WITH HOSPITAL : MEDICAL DIRECTORNAME OF ORGANIZATION : SHEPHERD'S CLINICNAME : JOAN CARLSONTITLE/AFFILIATION WITH HOSPITAL : AVP, MISSION INTEGRATION, MGSHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : KIMBERLY LYLESTITLE/AFFILIATION WITH HOSPITAL : SENIOR DIRECTORNAME OF ORGANIZATION : HCAM NAME : RENEE HILLIARDTITLE/AFFILIATION WITH HOSPITAL : SENIOR CLINICAL CONSULTANTNAME OF ORGANIZATION : MT ZION BAPTIST CHURCHNAME : NAISHA VINSONTITLE/AFFILIATION WITH HOSPITAL : AVP GRANT DEVELOPMENT - MEDSTARNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : REBECCA PETERSONTITLE/AFFILIATION WITH HOSPITAL : INTERIM SUPERVISOR- COMMUNITY HEALTH ADVOCATENAME OF ORGANIZATION : MEDSTAR HEALTHNAME : TARA MYERSTITLE/AFFILIATION WITH HOSPITAL : HUMAN SERVICES MANAGERNAME OF ORGANIZATION : MAYOR'S OFFICE OF CHILDREN & FAMILY SUCCESSNAME : SAMANTHA SALISMANTITLE/AFFILIATION WITH HOSPITAL : REG PROG MGR COMM HEALTH -COMMUNITY HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : SONYA GRAYTITLE/AFFILIATION WITH HOSPITAL : MGSH FORMER BOARD MEMBERNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : STANLEY ZHENGTITLE/AFFILIATION WITH HOSPITAL : REG PROG MGR COMM HEALTH -COMMUNITY HEALTHNAME OF ORGANIZATION : MEDSTAR HEALTHNAME : THOMAS J. SENKERTITLE/AFFILIATION WITH HOSPITAL : PRESIDENT, MGSH AND MUMHNAME OF ORGANIZATION : MEDSTAR HEALTH UNION MEMORIAL HOSPITAL PART V, SECTION B, LINE 11: IMPLEMENTATION STRATEGIESTHE IMPLEMENTATION STRATEGIES SERVE AS A ROADMAP FOR HOW COMMUNITY BENEFIT RESOURCES WILL BE ALLOCATED AND DEPLOYED. MEDSTAR'S HOSPITAL 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.HOSPITAL ADVISORY TASK FORCES CONVENE AT LEAST ANNUALLY TO MONITOR PROGRESS OF STRATEGY EXECUTION AND TO PROVIDE ONGOING RECOMMENDATIONS RELATED TO OUTCOMES ACHIEVEMENT, PROGRAM DEVELOPMENT, PARTNERSHIP APPROACHES, AND OVERALL IMPLEMENTATION IMPROVEMENT.FOR SIGNIFICANT NEEDS IDENTIFIED IN THE CHNA THAT THE HOSPITAL HAS NOT PRIORITIZED AS FOCUS AREAS THROUGH ITS IMPLEMENTATION STRATEGY, THESE NEEDS WILL BE ADDRESSED BY COLLABORATING WITH OTHER LEADING ORGANIZATIONS, AND BY TAKING A SUPPORTER ROLE ON IDENTIFIED NEEDS THAT ARE BEYOND THE SCOPE OF THE HOSPITAL'S STRENGTHS. CHARITY CARE AT COST PART 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 MEDICAID PART 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. BAD DEBT PART III, LINES 2 & 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. MEDICARE PART 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. PART III, LINE 9B IF IT IS DETERMINED THAT A PATIENT MAY POTENTIALLY QUALIFY FOR A CHARITABLE/FINANCIAL PROGRAM, A HOLD IS PLACED ON THE ACCOUNT TO PREVENT IT FROM BEING REPORTED AS BAD DEBT UNTIL PROGRAM APPROVALS HAVE BEEN OBTAINED. IF IT IS APPROVED, THE ACCOUNT IS DOCUMENTED AND THE NECESSARY ADJUSTMENTS ARE MADE TO CLOSE THE ACCOUNT. NEEDS ASSESSMENT PART VI, LINE 2IN FY21, MEDSTAR UNION MEMORIAL HOSPITAL (MUMH) 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 AND THREE-YEAR IMPLEMENTATION STRATEGIES WERE ENDORSED BY MUMH'S BOARD OF DIRECTORS AND APPROVED BY THE MEDSTAR HEALTH BOARD OF DIRECTORS. THE DOCUMENT BECAME AVAILABLE ON THE HOSPITAL'S WEBSITE ON JUNE 30, 2021 AND SERVED AS A GUIDE FOR PROGRAMMING PRIORITIES IN FISCAL YEARS 2022-2024.THE CATEGORIES HEALTH AND WELLNESS, ACCESS TO CARE AND SOCIAL DETERMINANTS OF HEALTH WERE USED TO DETERMINE WHAT PROGRAMMING TO PRIORITIZE FOR THE CHNA. TWO TO THREE STRATEGIES IN EACH CATEGORY WERE SELECTED AS PRIORITIES DUE TO THE SIZE AND SCALE OF IMPACT AND MEASURABLE OUTCOMES. ALL OTHER PROGRAMMING WAS INTEGRATED AS PART OF THE HOSPITAL'S OVERALL COMMUNITY HEALTH PORTFOLIO. THESE ADDITIONAL PROGRAMS WERE CAPTURED IN THE INVENTORY FOR THE WHOLE PICTURE OF CONTRIBUTING TO THE HEALTH OF THE COMMUNITIES SERVED AS WELL AS SORTED FOR WHAT COUNTS AS COMMUNITY BENEFIT FOR REGULATORY REPORTING.THE HOSPITAL'S COMMUNITY BENEFIT SERVICE AREA (CBSA) IS BASED ON THE ADVISORY TASK FORCE (ATF) RECOMMENDATION. THE HOSPITAL IDENTIFIED NORTH CENTRAL BALTIMORE CITY AS ITS CBSA, WHICH INCLUDES ALL RESIDENTS LIVING IN ZIP CODES 21213 AND 21218. THE HOSPITAL SELECTED THIS GEOGRAPHIC AREA BASED ON HOSPITAL UTILIZATION DATA AND SECONDARY PUBLIC HEALTH DATA AS WELL AS ITS PROXIMITY TO THE HOSPITAL. THE ATF INCLUDED A DIVERSE GROUP OF INDIVIDUALS, INCLUDING HOSPITAL LEADERS, GRASSROOTS ACTIVISTS, COMMUNITY RESIDENTS, FAITH-BASED LEADERS, HOSPITAL REPRESENTATIVES, PUBLIC HEALTH LEADERS AND OTHER STAKEHOLDER ORGANIZATIONS, SUCH AS REPRESENTATIVES FROM LOCAL HEALTH DEPARTMENTS.MEDSTAR UNION MEMORIAL HOSPITAL'S HEALTH PRIORITIES FOR THE CBSA INCLUDE HEALTH AND WELLNESS (CHRONIC DISEASE PREVENTION AND MANAGEMENT, BEHAVIORAL HEALTH AND AGING AND OLDER ADULT HEALTH), ACCESS TO HEALTH CARE AND SERVICES (TRANSPORTATION AND ACCESS TO AFFORDABLE HEALTH CARE AND INSURANCE) AND SOCIAL DETERMINANTS OF HEALTH (NEIGHBORHOOD SAFETY AND COMMUNITY VIOLENCE, EMPLOYMENT AND FOOD INSECURITY). HEALTH PRIORITIES FOR THE CBSA INCLUDE HEALTH AND WELLNESS (CHRONIC DISEASE PREVENTION AND MANAGEMENT, BEHAVIORAL HEALTH, MATERNAL AND CHILD HEALTH), ACCESS TO HEALTH CARE SERVICES (TRANSPORTATION AND ACCESS TO AFFORDABLE HEALTH CARE AND INSURANCE) AND SOCIAL DETERMINANTS OF HEALTH (HOUSING, EMPLOYMENT, AND RACIAL DISCRIMINATION). REPRESENTATIVES FROM THE HOSPITAL ROUTINELY PARTICIPATE IN THE MEDSTAR HEALTH COMMUNITY HEALTH WORKGROUP. THE WORKGROUP IS COMPRISED OF COMMUNITY HEALTH PROFESSIONALS WHO REPRESENT ALL TEN MEDSTAR HEALTH HOSPITALS. THE TEAM ANALYZES LOCAL AND REGIONAL COMMUNITY HEALTH DATA, ESTABLISHES SYSTEM-WIDE COMMUNITY HEALTH PROGRAMMING PERFORMANCE AND EVALUATION MEASURES, AND SHARES BEST PRACTICES. IN FY24, MEDSTAR UNION MEMORIAL HOSPITAL CONDUCTED A CHNA AND PRODUCED A THREE-YEAR IMPLEMENTATION STRATEGY. THE DOCUMENT BECAME AVAILABLE ON THE HOSPITAL'S WEBSITE BY JUNE 30, 2024 AND WILL GUIDE PROGRAMMING PRIORITIES IN FISCAL YEARS 2025 - 2027. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PART VI, LINE 3AS ONE OF THE REGION'S LEADING NOT-FOR-PROFIT HEALTHCARE SYSTEMS, MEDSTAR HEALTH IS COMMITTED TO ENSURING THAT UNINSURED AND UNDERINSURED PATIENTS MEETING ELIGIBILITY CRITERIA, AND PATIENTS DETERMINED ELIGIBLE FOR PRESUMPTIVE ELIGIBILITY WITHIN THE COMMUNITIES WE SERVE WHO LACK FINANCIAL RESOURCES HAVE ACCESS TO MEDICALLY NECESSARY HOSPITAL SERVICES. MEDSTAR HEALTH HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES WILL:- TREAT ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT, AND COMPASSION.- SERVE THE EMERGENCY HEALTH CARE NEEDS OF EVERYONE WHO PRESENTS TO OUR MEDSTAR HEALTH HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES REGARDLESS OF A PATIENT'S ABILITY TO PAY FOR CARE.- ASSIST THOSE PATIENTS WHO ARE ADMITTED THROUGH OUR ADMISSION PROCESS FOR NON-URGENT, MEDICALLY NECESSARY CARE WHO CANNOT PAY FOR THE CARE THEY RECEIVE.- BALANCE NEEDED FINANCIAL ASSISTANCE FOR SOME PATIENTS WITH BROADER FISCAL RESPONSIBILITIES TO KEEP ITS HOSPITALS' DOORS OPEN FOR ALL WHO MAY NEED CARE IN THE COMMUNITY.IN MEETING ITS COMMITMENTS, MEDSTAR HEALTH HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES WILL WORK WITH THEIR PATIENTS SEEKING EMERGENCY AND MEDICALLY NECESSARY CARE TO GAIN AN UNDERSTANDING OF EACH PATIENT'S FINANCIAL RESOURCES. BASED ON THIS INFORMATION, MEDSTAR HEALTH HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES WILL MAKE ELIGIBILITY DETERMINATIONS FOR FINANCIAL ASSISTANCE FOR PATIENTS WHO RESIDE WITHIN THE COMMUNITIES THAT WE SERVE. IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE, MEDSTAR HEALTH HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES WILL:- DETERMINE WHETHER THE PATIENT HAS HEALTH INSURANCE. - DETERMINE WHETHER THE PATIENT IS PRESUMPTIVELY ELIGIBLE FOR FREE OR REDUCED-COST CARE. - DETERMINE WHETHER UNINSURED PATIENTS ARE ELIGIBLE FOR PUBLIC OR PRIVATE HEALTH INSURANCE. - TO THE EXTENT POSSIBLE, OFFER ASSISTANCE TO UNINSURED PATIENTS IF THE PATIENT CHOOSES TO APPLY FOR PUBLIC OR PRIVATE HEALTH INSURANCE.- TO THE EXTENT PRACTICABLE, DETERMINE WHETHER THE PATIENT IS ELIGIBLE FOR OTHER PUBLIC PROGRAMS THAT MAY ASSIST WITH HEALTH CARE COSTS. - USE INFORMATION IN THE POSSESSION OF THE HOSPITAL, IF AVAILABLE, TO DETERMINE WHETHER THE PATIENT IS QUALIFIED FOR FREE OR REDUCED-COST CARE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY.MEDSTAR HEALTH WILL WIDELY PUBLICIZE THE MEDSTAR FINANCIAL ASSISTANCE POLICY BY:- PROVIDING ACCESS TO THE MEDSTAR FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATIONS, AND MEDSTAR PATIENT INFORMATION SHEET ON ALL HOSPITAL WEBSITES AND PATIENT PORTALS.- PROVIDING HARD COPIES OF THE MEDSTAR FINANCIAL ASSISTANCE POLICY, MEDSTAR UNIFORM FINANCIAL ASSISTANCE APPLICATION, AND MEDSTAR PATIENT INFORMATION SHEET TO PATIENTS UPON REQUEST.- PROVIDING HARD COPIES OF THE MEDSTAR FINANCIAL ASSISTANCE POLICY, MEDSTAR UNIFORM FINANCIAL ASSISTANCE APPLICATION, AND MEDSTAR PATIENT INFORMATION SHEET TO PATIENTS UPON REQUEST BY MAIL AND WITHOUT CHARGE.- PROVIDING NOTIFICATION AND INFORMATION ABOUT THE MEDSTAR FINANCIAL ASSISTANCE POLICY BY: . OFFERING COPIES AS PART OF ALL REGISTRATION OR DISCHARGES PROCESSES AND ANSWERING QUESTIONS ON HOW TO APPLY FOR ASSISTANCE. . PROVIDING WRITTEN NOTICES ON BILLING STATEMENTS. . DISPLAYING MEDSTAR FINANCIAL ASSISTANCE POLICY INFORMATION AT ALL HOSPITAL REGISTRATION POINTS, INCLUDING THE BUSINESS OFFICE, INFORMING PATIENTS OF THEIR RIGHTS TO APPLY FOR FINANCIAL ASSISTANCE AND WHO TO CONTACT AT THE HOSPITAL FOR ADDITIONAL INFORMATION. . TRANSLATING THE MEDSTAR FINANCIAL ASSISTANCE POLICY, MEDSTAR UNIFORM FINANCIAL ASSISTANCE APPLICATION, AND THE MEDSTAR PATIENT INFORMATION SHEET INTO PRIMARY LANGUAGES THAT CONSTITUTE THE LESSER OF 1000 INDIVIDUALS OR 5% OF THE OVERALL POPULATION WITHIN THE CITY OR COUNTY IN WHICH THE HOSPITAL IS LOCATED AS MEASURED BY THE MOST RECENT CENSUS.- MEDSTAR HEALTH WILL PROVIDE PUBLIC NOTICES YEARLY IN LOCAL NEWSPAPERS SERVING ALL HOSPITAL TARGET POPULATIONS.THE MEDSTAR HEALTH PATIENT INFORMATION SHEET SHALL BE PROVIDED TO THE PATIENT, THE PATIENT'S FAMILY, OR THE PATIENT'S AUTHORIZED REPRESENTATIVE: - BEFORE DISCHARGE;- WITH THE HOSPITAL BILL;- ON REQUEST; AND- IN EACH WRITTEN COMMUNICATION TO THE PATIENT REGARDING COLLECTION OF THE HOSPITAL BILL.MEDSTAR HEALTH WILL PROVIDE A FINANCIAL ASSISTANCE PROBABLE AND LIKELY ELIGIBILITY DETERMINATION TO THE PATIENT WITHIN TWO BUSINESS DAYS FROM RECEIPT OF THE INITIAL MEDSTAR HEALTH UNIFORM FINANCIAL ASSISTANCE APPLICATION. FINAL ELIGIBILITY DETERMINATIONS ARE MADE AND COMMUNICATED TO THE PATIENT BASED ON RECEIPT AND REVIEW OF A COMPLETED APPLICATION. MEDSTAR HEALTH BELIEVES THAT ITS PATIENTS HAVE PERSONAL RESPONSIBILITIES RELATED TO THE FINANCIAL ASPECTS OF THEIR HEALTHCARE NEEDS. 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: - COMPLY WITH PROVIDING THE NECESSARY FINANCIAL DISCLOSURE FORMS 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 MEDSTAR HOSPITAL PATIENT ADVOCATES AND PATIENT FINANCIAL SERVICES STAFF TO ENSURE THERE IS A COMPLETE UNDERSTANDING OF THE PATIENT'S FINANCIAL SITUATION AND CONSTRAINTS. - 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 MEDSTAR HOSPITAL PATIENT ADVOCATES OR CUSTOMER SERVICE REPRESENTATIVES ON A TIMELY BASIS AS THE PATIENT'S FINANCIAL CIRCUMSTANCES MAY CHANGE. - IT IS A PATIENT'S RESPONSIBILITY, DURING THEIR 12-MONTH ELIGIBILITY PERIOD, TO NOTIFY MEDSTAR HEALTH OF THEIR EXISTING HOUSEHOLD ELIGIBILITY FOR FREE CARE, REDUCED COST-CARE, AND/OR ELIGIBILITY UNDER FINANCIAL HARDSHIP PROVISIONS FOR MEDICAL NECESSARY CARE RECEIVED DURING THE 12-MONTH ELIGIBILITY PERIOD..- IN THE EVENT A PATIENT FAILS TO MEET THESE RESPONSIBILITIES, MEDSTAR RESERVES THE RIGHT TO PURSUE ADDITIONAL BILLING AND COLLECTION EFFORTS. IN THE EVENT OF NON-PAYMENT BILLING, AND COLLECTION EFFORTS ARE DEFINED IN THE MEDSTAR BILLING AND COLLECTION POLICY. A FREE COPY IS AVAILABLE ON ALL HOSPITAL WEBSITES AND PATIENT PORTALS VIA THE FOLLOWING URL: WWW.MEDSTARHEALTH.ORG/FINANCIALASSISTANCE, OR BY CALLING CUSTOMER SERVICE AT 1-800-280-9006.PATIENTS OF MEDSTAR HEALTH'S HOSPITALS AND HOSPITAL-BASED PHYSICIAN PRACTICES MAY BE ELIGIBLE FOR FULL FINANCIAL ASSISTANCE OR PARTIAL SLIDING-SCALE FINANCIAL ASSISTANCE AS SET FORTH UNDER THIS POLICY. THE PATIENT ADVOCATE AND PATIENT FINANCIAL SERVICES STAFF WILL DETERMINE ELIGIBILITY FOR FULL FINANCIAL ASSISTANCE AND PARTIAL 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 4THE COMMUNITIES MEDSTAR UNION MEMORIAL HOSPITAL SERVES INCLUDE ZIP CODES 21213 AND 21218, BOTH URBAN GEOGRAPHIC SERVICE AREAS. THERE ARE 17 HOSPITALS SERVING BALTIMORE CITY, AND 15 FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS PRESENT IN THE COMMUNITY.THE CURRENT POPULATION IN ZIP CODE 21213 (BELAIR/EDISON AREA) IS 32,733 AND THE MEDIAN HOUSEHOLD INCOME IS $34,046 THERE ARE 49,796 RESIDENTS IN 21218 (WAVERLY AREA) AND THE AVERAGE INCOME IS $38,261. BALTIMORE CITY INCLUDES RESIDENTS WITH INCOMES BELOW THE FEDERAL POVERTY GUIDELINE (15.3%), UNINSURED (5.9%) AND MEDICAID RECIPIENTS (49.8%). CITY RESIDENTS STRUGGLE WITH ADULT OBESITY, WHICH IS EVIDENT WITH HIGHER RATES (37%) IN COMPARISON TO STATE AND NATIONAL (34%) RATES. RESIDENTS ALSO STRUGGLE WITH ADULT SMOKING (13%), DRUG OVERDOSE DEATHS (51 PER 100,000), UNEMPLOYMENT (3.3%), HOUSING COST BURDEN (15%), AND CHILDHOOD POVERTY (15%). PROMOTION OF COMMUNITY HEALTH PART VI, LINE 5AS A COMMUNITY PARTNER, MEDSTAR UNION MEMORIAL HOSPITAL ENGAGES IN SEVERAL COMMUNITY BENEFIT ACTIVITIES TO IMPROVE AND PROMOTE THE HEALTH AND WELLBEING OF THE COMMUNITY. PRIORITY AREAS, AS DETERMINED BY THE CHNA, FALL UNDER THREE AREAS OF FOCUS INCLUDING HEALTH AND WELLNESS, ACCESS TO CARE, AND SOCIAL DETERMINANTS OF HEALTH. PROGRAMS INCLUDE (BUT ARE NOT LIMITED TO):HEALTH AND WELLNESSMEDSTAR UNION MEMORIAL HOSPITAL ADDRESSES HEALTH AND WELLNESS BY OFFERING A VARIETY OF PROGRAMS AND RESOURCES THAT SOUGHT TO ADDRESS CHRONIC DISEASE PREVENTION AND MANAGEMENT. MEDSTAR UNION MEMORIAL HOSPITAL'S COMMUNITY-BASED EDUCATION COURSES ARE OFFERED TO SUPPORT HEALTHY LIFESTYLE CHANGES FOR COMMUNITY MEMBERS. PROGRAMS INCLUDE THE DIABETES PREVENTION PROGRAM LED BY THE CENTERS FOR DISEASE CONTROL, DIABETES SELF-MANAGEMENT EDUCATION, SENIOR PHYSICAL FITNESS, SMOKING CESSATION EDUCATION, AND STROKE SUPPORT GROUPS.MEDSTAR UNION MEMORIAL HOSPITAL HAS COLLABORATED WITH OTHER AREA PROVIDERS TO ESTABLISH A HEALTH AND WELLNESS CENTER IN THE J VAN STORY BRANCH APARTMENTS FOR THE SENIOR AND DISABLED RESIDENTS. HEALTH CARE NAVIGATION, SOCIAL DETERMINANTS OF HEALTH RESOURCE PROVISION, AND MENTAL HEALTH SERVICES ARE MADE AVAILABLE ONSITE TO ADDRESS THE RESIDENTS' COMPLEX HEALTH CARE NEEDS.ACCESS TO CAREMEDSTAR UNION MEMORIAL HOSPITAL OFFERS SCREENING, BRIEF INTERVENTION, AND REFERRAL TO TREATMENT (SBIRT) PROGRAM TO SUPPORT INDIVIDUALS WITH SUBSTANCE USE DISORDER. AN ENHANCEMENT OF SBIRT INCLUDES THE OPIOID OVERDOSE SURVIVOR OUTREACH PROGRAM (OSOP). OSOP LINKS COMMUNITY MEMBERS WITH A HISTORY OF SUBSTANCE ABUSE TREATMENT WITH THE RESOURCES THEY NEED TO PREVENT A FUTURE OVERDOSE. MEDSTAR UNION MEMORIAL HOSPITAL IS ALSO A FOUNDING AND CURRENT PARTNER OF SHEPHERD'S CLINIC, A FREE CLINIC FOR UNDERINSURED AND UNINSURED RESIDENTS. STAFF PROVIDE SUPPORT FOR CLINIC OPERATIONS, INCLUDING A MEDICAL PROVIDER, WELLNESS DIRECTOR, AND ADMINISTRATIVE PERSONNEL. PATIENTS CAN RECEIVE MEDICAL CARE AND PARTICIPATE IN WELLNESS PROGRAM OFFERINGS AT JOY WELLNESS CENTER. MEDSTAR UNION MEMORIAL HOSPITAL ALSO ADDRESSES ACCESS TO CARE BY HELPING TO REDUCE THE FINANCIAL BURDEN FOR PATIENTS AND THEIR FAMILIES. PATIENT FINANCIAL SERVICES PROVIDES FINANCIAL ASSISTANCE TO UNINSURED RESIDENTS BY ASSISTING WITH ENROLLMENT IN PUBLICLY FUNDED ENTITLEMENT PROGRAMS, REFERRING PATIENTS TO STATE OR FEDERAL INSURANCE EXCHANGE NAVIGATOR RESOURCES AND ASSISTING WITH CONSIDERATION OF FUNDING THAT MAY BE AVAILABLE FROM OTHER CHARITABLE ORGANIZATIONS.THE HOSPITAL SUBSIDIZES HEALTH SERVICES TO ENSURE RESIDENTS HAVE ACCESS TO THE CLINICAL CARE THEY NEED.SOCIAL DETERMINANTS OF HEALTHMEDSTAR UNION MEMORIAL HOSPITAL'S OTHER PRIORITY IS ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH OF THE COMMUNITY. INITIATED BY THE BALTIMORE POPULATION HEALTH WORKFORCE COLLABORATIVE PROGRAM AND CONTINUED WITH HOSPITAL RESOURCES, COMMUNITY RESIDENTS ARE HIRED AND TRAINED AS COMMUNITY HEALTH ADVOCATES OR PEER RECOVERY COACHES. THESE POSITIONS SERVE TO EMPOWER INDIVIDUALS AND THEIR FAMILIES INTO BETTER ECONOMIC CONDITIONS. AS PART OF THEIR RESPONSIBILITIES, THE COMMUNITY HEALTH ADVOCATE ROLES CONDUCT SOCIAL NEEDS SCREENINGS. SOCIAL NEEDS SCREENINGS ARE PROVIDED ISSUES SUCH AS FOOD AND HOUSING INSECURITY, AND BARRIERS RELATED TO TRANSPORTATION, EMPLOYMENT, AND UTILITIES. IDENTIFIED NEEDS ARE ADDRESSED BY CONNECTING THE PARTICIPANT TO SOCIAL SERVICES AND OTHER RESOURCES IN THE COMMUNITY. MEDSTAR UNION MEMORIAL HOSPITAL HAS A PARTNERSHIP WITH UBER HEALTH TO ADDRESS TRANSPORTATION BARRIERS TO ACCESS MEDICAL SERVICES. THROUGH THIS PARTNERSHIP, RIDES ARE PROVIDED TO RESIDENTS AND/OR FAMILIES WITH FINANCIAL NEED. THE TRANSPORTATION ASSISTANCE ENABLES PATIENTS TO ATTEND NECESSARY APPOINTMENTS WITH THEIR HEALTH CARE PROVIDERS. MEDSTAR UNION MEMORIAL HOSPITAL ADDRESSES FOOD INSECURITY BY ENROLLING PATIENTS INTO A FOOD PRESCRIPTION DELIVERY PROGRAM THROUGH ITS PARTNER HUNGRY HARVEST. THIS TEMPORARY SOURCE OF FOOD ASSISTANCE ALLOWS COMMUNITY HEALTH ADVOCATES TO ADDRESS A LONG-TERM STRATEGY FOR FOOD ACCESS (E.G., MEALS ON WHEELS, ETC.). AFFILIATED HEALTH CARE SYSTEM PART VI, LINE 6MEDSTAR UNION MEMORIAL HOSPITAL IS PROUDLY PART OF MEDSTAR HEALTH, AND AS A RESULT, CAN 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 UNION MEMORIAL HOSPITAL WITH TECHNICAL SUPPORT TO ENHANCE COMMUNITY HEALTH PROGRAMMING AND EVALUATION. MEDSTAR HEALTH'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 7THE COMMUNITY BENEFIT REPORT FOR MEDSTAR UNION MEMORIAL HOSPITAL IS FILED IN THE STATE OF MARYLAND. 1 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS DALLAS TX 75231 135613797 501(C)(3) 40000 0 SPONSORSHIP HEARTWALK BALTIMORE CIVIC FUND 1 N CHARLES ST STE 1600 BALTIMORE MD 21201 521212473 501(C)(3) 25704 0 HOUSING INVESTMENT FUND CRISTO REY CORPORATE INTERNSHIP PROGRAM INC 420 SOUTH CHESTER STREET BALTIMORE MD 21231 205300491 501(C)(3) 14750 0 SPONSORSHIP 3 0 SCHOLARSHIPS 12 29750 SCHEDULE I, PART I, LINE 2 OUR GRANT MONITORING PROCEDURE BRINGS TOGETHER ALL KEY PERSONNEL INVOLVED IN THE GRANT AT THE ONSET OF THE AWARD TO DISCUSS MANAGEMENT, RESPONSIBILITIES, BUDGETS, AND REPORTING. THIS INITIAL MEETING IS DOCUMENTED AND DISBURSED TO ALL INVOLVED. THE ACTUAL GRANT MONITORING IS DONE BY THE HOSPITAL DEPARTMENT IMPLEMENTING THE GRANT. MEDSTAR CORPORATE'S GRANTS AND PHILANTHROPY DEPARTMENT ENSURES THAT EACH GRANT HAS A COST CENTER AND/OR GRANT ACCOUNT SET UP BASED ON THE TERMS OF THE GRANT AWARD. MEDSTAR CORPORATE'S GRANTS AND PHILANTHROPY DEPARTMENT ALSO TRACKS AND REMINDS HOSPITAL DEPARTMENTS WHEN PROGRESS REPORTS ARE DUE THROUGHOUT THE LIFE OF THE GRANT. X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 KENNETH A SAMET DIRECTOR 0 2308151 0 3403165 0 1372432 0 68539 0 37548 0 7189835 0 0 BRADLEY CHAMBERS FORMER PRESIDENT/DIRECTOR 0 884291 0 796873 0 0 0 25052 0 34715 0 1740931 0 0 DAVID ZACHARY MARTIN MD DIRECTOR 0 1400899 0 120357 0 1207 0 9150 0 23381 0 1554994 0 0 ZEENA DORAI MD DIRECTOR 1122359 0 67452 0 75000 0 9150 0 10864 0 1284825 0 0 0 THOMAS J SENKER PRESIDENT 282379 282379 214987 214987 0 0 4575 4575 15245 15245 517186 517186 0 0 MAHSA MOHEBTASH MD DIRECTOR 0 729249 0 86884 0 0 0 9150 0 1552 0 826835 0 0 SAMER S NAJJAR MD DIRECTOR 643563 0 36539 0 0 0 9150 0 23235 0 712487 0 0 0 DEANA STOUT ASSISTANT TREASURER 0 381181 0 184419 0 0 0 9150 0 23745 0 598495 0 0 SHAMS T QUAZI MD DIRECTOR 227677 227677 25000 25000 0 0 4575 4575 11551 11551 268803 268803 0 0 KAREN OWINGS CNO 296187 0 67236 0 0 0 21246 0 18514 0 403183 0 0 0 BRIAN CAWLEY SENIOR VP, OPERATIONS 310870 0 59005 0 0 0 9150 0 23407 0 402432 0 0 0 PAUL SACK MD DIRECTOR 291632 0 44895 0 0 0 9150 0 20734 0 366411 0 0 0 PETER KUEHL MD PHYSICIAN 310721 0 15500 0 0 0 9150 0 1252 0 336623 0 0 0 PIU CHIN PHYSICIAN 259409 0 0 0 0 0 36185 0 9707 0 305301 0 0 0 PHYLLIS GRAY AVP, OPERATIONS 210427 0 50996 0 0 0 16940 0 18086 0 296449 0 0 0 STUART BELL MD FORMER VP, MEDICAL AFFAIRS 0 125841 0 54469 0 0 0 9150 0 14904 0 204364 0 0 YOLANDA BROOKS FORMER OFFICER 101811 0 9000 0 0 0 325 0 9118 0 120254 0 0 0 SOCIAL CLUB DUES SCHEDULE J, PART I, LINE 1 THE ORGANIZATION PAID BUSINESS CLUB DUES FOR TWO ASSOCIATES IN SENIOR MANAGEMENT THIS YEAR. PARTICIPATION IN THESE ACTIVITIES WAS FOR BUSINESS PURPOSES, AND HELPED THE ORGANIZATION FURTHER ITS EXEMPT PURPOSE. SCHEDULE J, PART I, LINE 4B MAHSA MOHEBTASH, M.D, AND ZEENA DORAI, M.D. PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DESCRIBED IN SECTION 457(F) DURING THIS YEAR. SCHEDULE J, PART III DETAILED BELOW ARE SEVERAL ONE-TIME PAYMENTS TO CERTAIN EXECUTIVES RELATED TO VARIOUS RETIREMENT, RETENTION AND LONG-TERM INCENTIVE PLANS. THESE PLANS AND PAYMENTS ARE NOT A ROUTINE PART OF THE TYPICAL MEDSTAR EXECUTIVE COMPENSATION PROGRAM, AND SUPPORTED IMPORTANT OBJECTIVES OF OUR ORGANIZATION. MR. SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES A PAYMENT OF $1,372,432, WHICH REPRESENTS THE CASH VALUE OF THE SPLIT DOLLAR LIFE INSURANCE POLICY ASSIGNED TO MR. SAMET. DR. DORAI'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES $75,000 REPRESENTING RETENTION BONUS PAYMENTS RECEIVED BY DR. DORAI. DEANA STOUT'S COMPENSATION IS FOR SERVICES PROVIDED AS CFO/TREASURER AT MEDSTAR HARBOR HOSPITAL, MEDSTAR FRANKLIN SQUARE MEDICAL CENTER, MEDSTAR GOOD SAMARITAN HOSPITAL AND MEDSTAR UNION MEMORIAL HOSPITAL. THOMAS J. SENKER'S COMPENSATION IS FOR SERVICES PROVIDED AS PRESIDENT AT MEDSTAR GOOD SAMARITAN HOSPITAL AND MEDSTAR UNION MEMORIAL HOSPITAL. ARTHREX INC SEE PART V 2599746 MEDICAL SUPPLIES 0 CRGA DESIGN SEE PART V 312456 ARCHITECTURE SERVICES 0 BUSINESS TRANSACTION INVOLVING INTERESTED PERSONS SCHEDULE L, PART IVTHE FOLLOWING IS A SUBSTANTIAL CONTRIBUTORS (IN EXCESS OF $5,000) THAT ALSO PROVIDED SERVICES TO MEDSTAR UNION MEMORIAL HOSPITAL VALUED IN EXCESS OF $100,000: ARTHREX, INC. AND CRGA DESIGN. PER MEDSTAR'S CONFLICT OF INTEREST POLICY, THESE TRANSACTIONS ARE AT ARMS-LENGTH FOR FAIR MARKET VALUE. X 3 121095 FMV 0 1 0 PART I, COLUMN (B) THIS COLUMN IS REPORTING THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION MEMBERS THE ORGANIZATION IS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC., OR ONE OF ITS AFFILIATES AND SUBSIDIARIES, IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DESCRIPTION OF MEMBERS AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC, 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. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY AS AN AFFILIATE AND SUBSIDIARY OF MEDSTAR HEALTH, INC., 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, PART VI, SECTION B, LINE 11B PROCESS FOR REVIEWING FORM 990 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. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY APPOINTMENT OF BOARDS OF DIRECTORS MEDSTAR HEALTH (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS, PRIOR TO THEIR APPOINTMENT OR ELECTION, TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTION WITH MEDSTAR THAT WOULD RESULT IN A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. ANNUAL DISCLOSURES - ALL OFFICERS, DIRECTORS, AND SENIOR MANAGERS ALL OFFICERS, DIRECTORS AND SENIOR MANAGERS ARE REQUIRED, NOT LESS THAN ANNUALLY, TO COMPLETE A SURVEY OF QUESTIONS CONCERNING ANY TRANSACTIONS OR RELATIONSHIPS WHICH WOULD OR COULD REPRESENT A CONFLICT OF INTEREST. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION PROCESS THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. (THE "COMMITTEE") HAS OVERSIGHT OF 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. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AVAILABILITY 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. FORM 990, PART IX, LINE 11G PURCHASED PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 5,138,463. MANAGEMENT AND GENERAL EXPENSES 634,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,773,184. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 770,519. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 770,519. LAB SERVICES: PROGRAM SERVICE EXPENSES 357,424. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 357,424. MISC PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 53,190. MANAGEMENT AND GENERAL EXPENSES 92,468. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,658. SUBSIDY EXPENSE - INTERCOMPANY: PROGRAM SERVICE EXPENSES 57,056,301. MANAGEMENT AND GENERAL EXPENSES 115,146. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,171,447. NON-PHYS INTERCO PURCH SRVS: PROGRAM SERVICE EXPENSES 1,859,081. MANAGEMENT AND GENERAL EXPENSES -1,900. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,857,181. MISC FIXED PURCH SRVCS: PROGRAM SERVICE EXPENSES 216,724. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216,724. CONSULTING FEES: PROGRAM SERVICE EXPENSES 29,205. MANAGEMENT AND GENERAL EXPENSES 2,857,822. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,887,027. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 4,365,412. MANAGEMENT AND GENERAL EXPENSES 4,018,614. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,384,026. FORM 990, PART XI, LINE 9: EQUITY TRANSFERS 15,577,304. FINANCIAL STATEMENTS AND REPORTING PART XII, LINE 2C THE UNION MEMORIAL HOSPITAL IS PART OF THE MEDSTAR HEALTH, INC. AUDIT AND SUBJECT TO OVERSIGHT BY THE AUDIT COMMITTEE OF THE MEDSTAR BOARD. 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