Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 10-01-2017 , and ending 09-30-2018
BCheck if applicable:
CName of organization
Martin Memorial Medical Center Inc
 
 
Doing business as
Martin Medical Center
 
Number and street (or P.O. box if mail is not delivered to street address)
PO Box 9010
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Stuart, FL349959033
D Employer identification number

59-0637874
E Telephone number

G Gross receipts $ 572,113,204
F Name and address of principal officer:
ROBERT LORD
200 Hospital Avenue
Stuart,FL34994
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.martinhealth.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1939
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: The primary mission is to provide quality health care services to the citizens of Martin and Southern St. Lucie Counties through its acute and ambulatory care facilities.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 5,318
6 Total number of volunteers (estimate if necessary) ............. 6 1,319
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 35,813
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,169,081 4,584,274
9 Program service revenue (Part VIII, line 2g) ......... 500,391,525 516,640,022
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,119,813 11,383,665
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 5,884,515 5,613,225
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 515,564,934 538,221,186
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 464,518 333,954
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 250,624,193 255,082,147
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 249,061,347 262,213,251
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 500,150,058 517,629,352
19 Revenue less expenses. Subtract line 18 from line 12....... 15,414,876 20,591,834
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 687,193,516 699,419,017
21 Total liabilities (Part X, line 26)............. 424,964,011 421,540,886
22 Net assets or fund balances. Subtract line 21 from line 20..... 262,229,505 277,878,131
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: To provide exceptional health care, hope and compassion to every person, every time.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 471,150,283 including grants of $ 333,954 ) (Revenue $ 520,180,687 )
MARTIN MEMORIAL MEDICAL CENTER PROVIDED 117,877 PATIENT DAYS OF SERVICE AT ITS THREE HOSPITALS. THE MEDICAL CENTER ALSO PROVIDED CARE TO 119,079 PATIENTS THROUGH ITS FOUR EMERGENCY DEPARTMENTS DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2018. MARTIN MEMORIAL MEDICAL CENTER'S PHYSICIAN REFERRAL SERVICES PROVIDE AN UNBIASED SERVICE TO RESIDENTS WHO ARE NEW TO THE COMMUNITY OR FIND IT NECESSARY TO CHANGE PHYSICIANS DUE TO CHANGES IN HEALTHCARE INSURANCE. THE MEDICAL CENTER PROVIDES A NUMBER OF COMMUNITY HEALTH CARE EDUCATION OPPORTUNITIES AND HEALTH SCREENING THROUGHOUT THE YEAR.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet471,150,283
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
249
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
5,318
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
Yes
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
20
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMICHAEL MOEHRING200 Hospital Ave   Stuart,FL34994 (772) 287-5200
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ROBERT LORD
 
PRESIDENT/CEO
 50.0
.................
4.0 		X   X       789,007 0 259,966
(2) JOHN LOEWENBERG
 
CHAIRMAN
 5.0
.................
2.0 		X   X       0 0 0
(3) FREDERIC SALERNO
 
VICE CHAIRMAN
 5.0
.................
1.0 		X   X       0 0 0
(4) H WILLIAM LICHTENBERGER
 
SECRETARY
 5.0
.................
1.0 		X   X       0 0 0
(5) THEORA WEBB
 
TREASURER
 5.0
.................
2.0 		X   X       0 0 0
(6) EVAN COLLINS MD
 
DIRECTOR
 5.0
.................
0 		X           0 0 0
(7) PETER DAYTON MD
 
DIRECTOR
 5.0
.................
0 		X           53,438 0 0
(8) LYNN FRANK
 
DIRECTOR
 5.0
.................
0 		X           0 0 0
(9) ELMIRA GAINEY
 
DIRECTOR
 5.0
.................
0 		X           0 0 0
(10) MARY-JO HORTON
 
DIRECTOR
 5.0
.................
0 		X           0 0 0
(11) PAMELA HOUGHTEN
 
DIRECTOR
 5.0
.................
0 		X           0 0 0
(12) GEORGE RITTERSBACH MD
 
DIRECTOR
 50.0
.................
0 		X           369,810 0 53,480
(13) JOHN DOODY
 
DIRECTOR
 5.0
.................
1.0 		X           0 0 0
(14) PATRICIA NOONAN
 
director
 5.0
.................
1.0 		X           0 0 0
(15) TIFFANY WEAKLEY MD
 
DIRECTOR
 5.0
.................
1.0 		X           35,250 0 0
(16) JEFFREY GLICKMAN MD
 
DIRECTOR
 50.0
.................
0 		X           344,822 0 29,609
(17) HOWARD ROBBINS MD
 
DIRECTOR
 5.0
.................
0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) NANCYANN TAYLOR
 
DIRECTOR
 5.0
.......................51.0 		X           0 0 0
(19) WYNNE LEE NUNEZ MD
 
DIRECTOR
 5.0
.......................0 		X           0 0 0
(20) GEORGE MCLAIN MD
 
DIRECTOR
 5.0
.......................0 		X           0 0 0
(21) CHARLES CLEAVER
 
CFO
 50.0
.......................3.0 		    X       718,153 0 139,881
(22) MARIAN WOSSUM
 
CLO
 50.0
.......................2.0 		    X       314,573 0 63,896
(23) EDMUND COLLINS
 
CIO
 50.0
.......................1.0 		    X       373,392 0 69,402
(24) MIGUEL COTY
 
CMCO
 50.0
.......................1.0 		    X       278,501 0 79,185
(25) LIBBY FLIPPO
 
CNO
 50.0
.......................1.0 		    X       330,907 0 90,127
(26) ANGIE METCALF
 
CHRO
 50.0
.......................1.0 		    X       320,942 0 88,133
(27) FERNANDO PETRY DO
 
CMO
 50.0
.......................1.0 		    X       387,859 0 106,059
(28) JESSICA MCLAIN
 
CPO
 1.0
.......................51.0 		    X       0 233,250 71,134
(29) LAURENCE ROTHSTEIN MD
 
CPGO
 50.0
.......................1.0 		    X       393,265 0 85,564
(30) DR DANIEL EDELMAN
 
CPO
 50.0
.......................0 		    X       300,830 0 39,081
(31) JOHN AFSHAR MD
 
NEUROSURGEON
 50.0
.......................0 		        X   1,390,292 0 158,969
(32) JOHN VIOLA MD
 
PHYSICIAN
 50.0
.......................0 		        X   1,099,064 0 137,969
(33) JOHN ROBINSON MD
 
NEUROSURGEON
 50.0
.......................0 		        X   964,189 0 158,969
(34) JORGE CASTILLO MD
 
PHYSICIAN
 50.0
.......................0 		        X   637,158 0 63,480
(35) DR OSZKAR SZENTIRMAI
 
NEUROSURGEON
 50.0
.......................0 		        X   878,823 0 62,274
(36) MARK ROBITAILLE
 
FORMER CEO
 0.0
.......................0.0 		          X 1,296,380 0 20,442
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 11,276,655 233,250 1,777,620
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet154
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ROBINS & MORTON GROUP

400 SHADES CREEK PKWY
BIRMINGHAM,AL35209 		CONSTRUCTION 12,191,766
SEARCY DENNEY SCAROLA BARNHART & SHIPLEY PA

2139 PALM BEACH LAKES BLVD
PALM BEACH,FL33409 		ATTORNEY 4,730,000
DIAGNOSTIC IMAGING SERVICES INC

PO BOX 4
STUART,FL34995 		RADIOLOGY PROFESSIONAL READS 2,716,836
MICHAUD MITTELMARK MARKOWITZ

621 NW 53RD ST
260
BOCA RATON,FL33487 		ATTORNEY 1,854,705
GRESHAM SMITH

PO BOX 440029
NASHVILLE,TN372440029 		ARCHITECTS/ENGINEERS 1,148,825
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet33
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 4,521,113
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 63,161
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 4,584,274
Program Service RevenueAmt Business Code
2a Patient Services 622110 516,588,686 516,588,686    
b Rental to affiliates 531120 51,336 51,336    
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 516,640,022
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,479,000     3,479,000
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   752,378 6a
b Less: rental expenses   891,192 6b
c Rental income or (loss) 0 -138,814 6c
d Net rental income or (loss).......MediumBullet -138,814     -138,814
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 357,440 40,548,052 7a
b Less: cost or other basis and sales expenses 43,602 32,957,224 7b
c Gain or (loss) 313,838 7,590,828 7c
d Net gain or (loss).........MediumBullet 7,904,665     7,904,665
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a Cafeteria 624210 2,175,561     2,175,561
b Laboratory services 621511 35,813   35,813  
c Support Services to Affiliates 561000 3,540,665 3,540,665    
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 5,752,039
12 Total revenue. See instructions.....MediumBullet 538,221,186 520,180,687 35,813 13,420,412
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 98,799 98,799
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 235,155 235,155
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 6,205,922   6,205,922  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 138,560 138,560    
7 Other salaries and wages........ 196,255,166 180,287,164 15,968,002  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 11,673,749 11,242,746 431,003  
9 Other employee benefits ....... 27,022,114 24,855,653 2,166,461  
10 Payroll taxes ........... 13,786,636 13,061,010 725,626  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 832,572 18,906 813,666  
c Accounting ........... 189,520   189,520  
d Lobbying ........... 68,176 68,176    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 525,657   525,657  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 22,973,188 20,450,841 2,522,347 0
12 Advertising and promotion .... 2,280,571 1,982,048 298,523  
13 Office expenses ....... 9,800,188 6,468,292 3,331,896  
14 Information technology ...... 7,329,978 2,809,916 4,520,062  
15 Royalties ..        
16 Occupancy ........... 36,295,058 31,255,366 5,039,692  
17 Travel ............ 357,098 275,049 82,049  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 256,801 212,471 44,330  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 38,584,148 35,359,012 3,225,136  
23 Insurance ... 10,617,861 10,617,861    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Bad Debt 29,081,311 29,081,311    
b Indigent Tax 5,494,188 5,494,188    
c Patient Transport 1,895,511 1,895,511    
d Medical supplies 93,000,909 92,952,961 47,948  
e All other expenses 2,630,516 2,289,287 341,229 0
25 Total functional expenses. Add lines 1 through 24e 517,629,352 471,150,283 46,479,069 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 7,189,012 1 21,064,000
2 Savings and temporary cash investments ......... 53,312,226 2 14,176,766
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 52,952,797 4 54,045,905
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6 0
7 Notes and loans receivable, net ........... 19,026 7 0
8 Inventories for sale or use ............ 8,920,181 8 10,474,731
9 Prepaid expenses and deferred charges ...... 5,153,773 9 6,136,616
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 792,712,562
b Less: accumulated depreciation 10b 422,807,970 359,152,328 10c 369,904,592
11 Investments—publicly traded securities . 162,424,703 11 180,173,000
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 38,069,470 15 43,443,407
16 Total assets. Add lines 1 through 15 (must equal line 33)... 687,193,516 16 699,419,017
Liabilities 17 Accounts payable and accrued expenses ..... 69,799,637 17 65,760,074
18 Grants payable ...   18  
19 Deferred revenue ......... 6,223 19 6,223
20 Tax-exempt bond liabilities ......... 302,364,929 20 306,108,975
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 52,793,222 25 49,665,614
26 Total liabilities. Add lines 17 through 25.. 424,964,011 26 421,540,886
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 262,229,505 32 277,878,131
33 Total liabilities and net assets/fund balances ........ 687,193,516 33 699,419,017
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
538,221,186
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
517,629,352
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
20,591,834
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
262,229,505
5
Net unrealized gains (losses) on investments ...............
5
3,659,716
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-8,602,924
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
277,878,131
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID: 17005876
Software Version: 2017v2.2
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
Martin Memorial Medical Center Inc
  		Employer identification number
59-0637874
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
Martin Memorial Medical Center Inc
  		Employer identification number

59-0637874
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
Martin Memorial Medical Center Inc
  		Employer identification number

59-0637874
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID: 17005876
Software Version: 2017v2.2
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).Click to see attachment
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...................... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 68,176 68,176
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 68,176 68,176
d Other exempt purpose expenditures ............................................................................... 471,082,107 494,813,670
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 471,150,283 494,881,846
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 22,029 65,557 69,960 68,176 225,722
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 0 0 0 0 0
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-A Description of lobbying Martin Health System has retained the services of consultants in Tallahassee for the purpose of monitoring legislative and regulatory healthcare-related issues that might affect it or the community it serves, and communicating the System's views on those issues to appropriate elected officials and regulators.
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 8,249,523 7,098,167 6,480,115 6,742,012 7,128,528
b Contributions ... 2,019,361 915,974 203,324 16,254 455,205
c Net investment earnings, gains, and losses 506,875 727,298 597,404 -82,356 473,003
d Grants or scholarships ... 508,419 491,916 182,676 195,795 387,116
e Other expenditures for facilities
and programs ... 		        927,608
f Administrative expenses ....       0 0
g End of year balance ...... 10,267,340 8,249,523 7,098,167 6,480,115 6,742,012
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet19.35 %
b
Permanent endowment SchDMd Bullet29.14 %
c
Term endowment SchDMd Bullet51.51 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   23,061,785 23,061,785
b Buildings ....   325,331,734 157,346,829 167,984,905
c Leasehold improvements        
d Equipment ....   420,512,036 257,048,552 163,463,484
e Other .....   23,807,007 8,412,589 15,394,418
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 369,904,592
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)Due from affiliates 1,771,886
(2)Interest receivable 511,513
(3)Interest in Martin Memorial Foundation 28,912,636
(4)Physician guarantee 237,429
(5)Bond issuance cost 4,110,197
(6)Investment in affiliates 7,899,165
(7)Other assets 581
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 43,443,407
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 49,665,614
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part V, Line 4 Intended uses of endowment funds Martin Memorial Foundation, Inc. (a related organization) holds the endowment funds with the intended purpose to support Martin Memorial Medical Center, Inc. ("MMMC"). The funds are used by MMMC for a variety of patient care activities and programs including support of the Cancer Center, support of nursing education, for the purchase of medical equipment, support of the Heart Center, and other general healthcare activities.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Under ASC Subtopic 740, Income Taxes, The Medical Center must recognize the tax benefit from an uncertain tax position only if it is "more-likely-than-not" that the tax position will be sustained on examination by the applicable taxing authorities based on the technical merits of the position. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. ASC, Subtopic 740-10, also provides guidance of derecognition, classification, interest and penalties on income taxes and accounting in interim periods and requires increased disclosure. There were no uncertain tax positions as of September 30, 2018 and 2017. The Medical Center does not expect the total amount of unrecognized tax benefits to significantly change in the next twelve months. Tax returns filed by the Medical Center are subject to examination by the Internal Revenue Service (IRS) up to three years from the date the return was filed. The Medical Center recognizes interest and/or penalties related to income tax matters in income tax expense. The medical center did not have any amounts accrued for interest and penalties at September 30, 2018 and 2017. Tax returns filed by the Medical Center and its affiliated companies are no longer subject to examination for the years ended September 30, 2014 and prior.
Schedule D (Form 990) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    16,173,812 0 16,173,812 3.31 %
b Medicaid (from Worksheet 3, column a) . . . . .     45,445,254 22,735,872 22,709,382 4.65 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 61,619,066 22,735,872 38,883,194 7.96 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     521,257 0 521,257 0.11 %
f Health professions education (from Worksheet 5) . . .     10,091,947 0 10,091,947 2.07 %
g Subsidized health services (from Worksheet 6) . . . .     0 0 0 0 %
h Research (from Worksheet 7) .     0 0 0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     297,260 0 297,260 0.06 %
j Total. Other Benefits . . 0 0 10,910,464 0 10,910,464 2.23 %
k Total. Add lines 7d and 7j . 0 0 72,529,530 22,735,872 49,793,658 10.19 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing         0 0 %
2 Economic development         0 0 %
3 Community support 1   589 0 589 0 %
4 Environmental improvements         0 0 %
5 Leadership development and
training for community members		         0 0 %
6 Coalition building         0 0 %
7 Community health improvement advocacy         0 0 %
8 Workforce development 2 301 314,145 0 314,145 0.06 %
9 Other         0 0 %
10 Total 3 301 314,734 0 314,734 0.06 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
29,081,311
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
6,107,075
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
129,087,482
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
163,217,302
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-34,129,820
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1TREASURE COAST INTEGRATED HEALTHCARE LLC
  		CLINICALLY INTEGRATED NETWORK 51 % 0 % 49 %
2TRADITION SURGERY CENTER LLC
  		SURGICAL VENTURES 32.54 % 0 % 48 %
3STUART SURGERY CENTER
  		SURGICAL VENTURES 45.88 % 0 % 26 %
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 MARTIN MEMORIAL MEDICAL CENTER
200 HOSPITAL AVE
STUART,FL34994
www.martinhealth.org
4102 		X X         X     a
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
a
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
a
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://www.martinhealth.org/patient-financial-assistance-policy
b
https://www.martinhealth.org/patient-financial-assistance-policy
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
a
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
a
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Schedule H, Part V, Section B, Line 3E The significant health needs of the community are included and prioritized within the CHNA.
Schedule H, Part V, Section B, Line 5 Facility a, 1 Facility a, 1 - MARTIN MEMORIAL MEDICAL CENTER. MARTIN MEMORIAL ENGAGED WITH CARNAHAN GROUP TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT; IN ADDITION THERE WAS A DESIGNATED ASSOCIATE THAT HELPED TO COORDINATE THE ENTIRE PROCESS. INFORMATION WAS GATHERED BY CONDUCTING INTERVIEWS WITH INDIVIDUALS REPRESENTING COMMUNITY HEALTH AND PUBLIC SERVICE ORGANIZATIONS INCLUDING THE UNITED WAY OF MARTIN AND ST. LUCIE COUNTY, COUNTY HEALTH DEPARTMENTS, SCHOOL HEALTH SERVICES, MEDICAL PROFESSIONALS: INCLUDING PHYSICIANS, HOSPITAL ADMINISTRATION, OTHER HOSPITAL STAFF, AND ORGANIZATIONS WHOSE MISSION IS TO SERVE THE MEDICALLY UNDERSERVED AND LOW INCOME POPULATIONS IN THE COMMUNITY TO OBTAIN A DIVERSE AND ACCURATE REPRESENTATION.
Schedule H, Part V, Section B, Line 11 Facility a, 1 Facility a, 1 - MARTIN MEMORIAL MEDICAL CENTER, INC.. MARTIN MEMORIAL IS TAKING A MULTI-FACETED APPROACH TO ADDRESSING THE 6 MAJOR HEALTH DISPARITIES IN OUR COMMUNITY- DIABETES, OBESITY, CANCER, ACCESS AND AFFORDABILITY, MENTAL HEALTH, AND SUBSTANCE ABUSE. WE ARE WORKING WITH COMMUNITY PARTNERS INCLUDING THE LOCAL PUBLIC HEALTH ENTITES AND OTHER NON-PROFIT ORGANIZATIONS ON COMMUNITY-WIDE PROGRAMS TO ADDRESS ACCESS AND OBESITY INITIATIVES. WE HAVE A MULTITUDE OF PROGRAMS FOR DIABETES INCLUDING DIABETES PREVENTION PROGRAMS AND SUPPORT GROUPS, WHICH WE EXPANDED TO SERVE BOTH COUNTIES. WE ARE ENGAGED WITH LOCAL COMMUNITY BASED ORGANIZATIONS IN SOME OF OUR UNDERSERVED NEIGHBORHOODS TO CONDUCT FREE HEALTH SCREENINGS INCLUDING FREE FLU SHOTS IN NEIGHBORHOODS WHERE DIABETES, POOR NUTRITION, OBESITY AND LACK OF RESOURCES ARE PREVALENT. IN ADDITION, WE OFFER PROSTATE SCREENINGS TO THE COMMUNITY AND LAUNCHED A LUNG NAVIGATOR PROGRAM THAT OFFERS A LOW COST LOW DOSE CT PROGRAM TO CATCH LUNG CANCER EARLY. WE CURRENTLY HAVE A COMPREHENSIVE HEALTH MANAGEMENT PROGRAM WHICH IS AN EVIDENCE BASED FREE OF CHARGE PROGRAM THAT TAKES CHRONIC DISEASE PATIENTS AND PLACES THEM IN THE CARE OF PHARMACISTS TO HELP CONTROL THEIR DIABETES, OBESITY AND OTHER COMPLICATED DISEASES. WE PARTNER WITH OUR LOCAL VOLUNTEERS IN MEDICINE CLINIC TO PROVIDE FREE FITNESS MEMBERSHIPS TO THE PEOPLE THAT USE THEIR SERVICES TO ADDRESS OBESITY. ALTHOUGH WE DO NOT OFFER MENTAL HEALTH OR SUBSTANCE ABUSE SERVICES WITHIN OUR HEALTH SYSTEM, WE HAVE CREATED PARTNERSHIPS WITH OTHER PROVIDERS OF THOSE SERVICES TO ENHANCE COMMUNITY EDUCATION AND AWARENESS ON MENTAL HEALTH, SUICIDE AND SUBSTANCE ABUSE ISSUES. AS THE SUBSTANCE ABUSE EPIDEMIC HAS SPREAD TO OUR SERVICE AREA WE HAVE JOINED THE TREASURE COAST OPIOID TASK FORCE AND HEAD UP THE HEALTHCARE SUBCOMMITTEE TO WORK ON ADDRESSING THAT NEED. WE CONTINUALLY LOOK FOR OPPORTUNITIES TO GET OUT AND EDUCATE THE COMMUNITY, PROVIDING FREE LECTURES ON HEALTH RELATED TOPICS TO A MULTITUDE OF ENTITIES THROUGHOUT THE COMMUNITY. CARING FOR THE COMMUNITY IS AT THE CENTER OF WHAT WE DO.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?33
Name and address Type of Facility (describe)
1 Martin Rehabilitation Center
11602 SE Federal Hwy
Hobe Sound,FL33455 		Rehabilitation Center
2 Martin Bariatric and Metabolic Surgery Center
3496 NW Federal Hwy
Jensen Beach,FL34957 		Morbid obesity consulting
3 Martin Medical Health & Fitness
11602 SE Federal Hwy
Hobe Sound,FL33455 		Medically directed fitness center.
4 David L Smythe Wound Center
314 Hospital Ave
Stuart,FL34994 		Wound Care Center
5 Martin Pediatric and Aquatics Therapy
3496 NW Federal Hwy
Jensen Beach,FL34957 		Pediatric Rehabilitation Center
6 MMMC Pediatric Rehab
1095 NW St Lucie W Blvd
Port St Lucie,FL34986 		Pediatric Rehabilitation Center
7 Martin Rehabilitation Center
509 Riverside Drive
Stuart,FL34994 		Rehabilitation Center
8 East Ocean Lab Drawing Station
2392 SE Ocean Blvd
Stuart,FL34996 		blood draw station
9 MMMC Wound Center
1095 NW St Lucie W Blvd
Port St Lucie,FL34984 		Wound Care Center
10 MARTIN MEMORIAL MEDICAL CENTER
1095 ST LUCIE WEST BLVD
PORT ST LUCIE,FL34986 		EMERGENCY ROOM
11 Martin Rehabilitation Center
1095 SW St Lucie West Blvd
Port St Lucie,FL34986 		Rehabilitation Center
12 Richard C Raub Rehabilitation Center
2195 SE Ocean Blvd
Stuart,FL34996 		Rehabilitation Center
13 Martin Medical Radiation Oncology
1095 SW St Lucie West Blvd
Port St Lucie,FL34986 		Radiation Oncology Treatment Center
14 Martin Medical Health & Fitness
3066 SW Martin Downs Blvd
Palm City,FL34950 		Medically directed fitness center.
15 Martin Rehabilitation Center
6001 SE Tower Drive
Stuart,FL34997 		Rehabilitation Center
16 Martin Medical Outpatient Surgery Center
509 Riverside Drive
Stuart,FL34995 		Outpatient surgery department
17 Martin Medical Back and Spine Center
10050 SW Innovation Way
Port St Lucie,FL34986 		Neurosurgeons office.
18 Martin Rehabilitation Center
3066 SW Martin Downs Blvd
Palm City,FL34950 		Rehabilitation Center
19 St Lucie West lab Drawing Station
1095 SW St Lucie West Blvd
Port St Lucie,FL34986 		Blood draw station
20 Martin Occupational Health Services
2384 E Ocean Blvd
Stuart,FL34996 		MartinOccupational Health Services
21 Robert and Carol Weissman Cancer Center
501 Osceola Street
Stuart,FL34994 		Cancer Center
22 Martin Medical Sleep Disorders Center
3066 SW Martin Downs Blvd
Palm City,FL34950 		Sleep Disorders Center
23 Martin Medical Back and Spine Center
509 Riverside Drive
Stuart,FL34994 		Neurosurgeons offices
24 Martin Medical Health & Fitness
3496 NW Federal Hwy
Jensen Beach,FL34957 		Medically directed fitness center.
25 Palm City Lab Drawing Station
3066 SW Martin Downs Blvd
Palm City,FL34950 		Blood draw station
26 Martin Medical Cardio Rehab
308 Hospital Ave
Stuart,FL34994 		Cardiac care rehabilitation
27 Martin Rehabilitation Center
1651 SE Tiffany
Port St Lucie,FL34952 		Rehabilitation Center
28 Port St Lucie Lab Drawing Station
1651 SE Tiffany
Port St Lucie,FL34952 		Blood draw station
29 Martin Medical Health & Fitness
6001 SE Tower Drive
Stuart,FL34997 		Medically directed fitness center.
30 Martin Chronic Disease
2150 SE Salerno Road
Stuart,FL34997 		CHRONIC DISEASE CENTER
31 LAB DRAWING STATION- TRADITION MEDICAL CENTER
10050 SW INNOVATION WAY
PORT ST LUCIE,FL34987 		BLOOD DRAW STATION
32 TREASURE COAST MEDICAL PAVILION FOR HEALTH AND HEALING
3496 NW FEDERAL HWY SUITE F
JENSEN BEACH,FL34957 		HEALTH AND HEALING
33 STUART SURGERY CENTER
2096 SE OCEAN BLVD
STUART,FL34996 		SURGICAL
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 29081311
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance The cost-to-charge ratio derived from worksheet 2 was used for these calculations.
Schedule H, Part II Community Building Activities Martin Memorial has programs targeted at addressing community-wide workforce issues. Martin Memorial joined with the Martin County School District to form Project Search, which is a one year high school transition program. It is offered through the school district and provides training and education which leads to possible employment for individuals with disabilities. It serves as a workforce alternative for students ages 18-21 in their last year of high school, or students 18-21 that graduated with a special diploma. We provide a training classroom, a business liaison, and a rotational internship for on the job training for all participants. In addition to Project Search we have workforce development programs that are school-based programs focused on healthcare careers. Students are able to come in and learn about healthcare careers and job shadow in critical national shortage areas.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount MARTIN MEMORIAL ACCOUNTS FOR BAD DEBT EXPENSE USING A RESERVE METHODOLOGY WHICH ESTIMATES HISTORICAL WRITE-OFFS AS A PERCENTAGE OF PATIENT ACCOUNTS RECEIVABLE. THE ESTIMATED BAD DEBT ON CURRENT ACCOUNTS WHICH WILL BE WRITTEN OFF IN FUTURE PERIODS IS ACCRUED AS EXPENSE IN THE INCOME STATEMENT AND IS EVALUATED MONTHLY. BAD DEBT EXPENSE IS REPORTED AT GROSS IN ACCORDANCE WITH FINANCIAL STATEMENT PRESENTATION IN THE SEPTEMBER 30, 2018 AUDITED FINANCIAL STATEMENTS.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology The Medical Center attempts to qualify all non-insured patients for Medicaid or other means-tested programs. Any patient that is ineligible for Medicaid or other means-tested programs and does not have insurance is classified as self pay. The bad debt is primarily based on unpaid self pay balances. Martin does not use any portion of bad debt in its financial assistance calculation. Martin estimates that 20 percent of the bad debt expense is attributable to patients who may have qualified for financial assistance if it was possible to obtain sufficient information to determine their eligibility. Martin Memorial considers this portion of bad debt to be community benefit.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote Below is the text of the footnote from the organization's audited financial statements that discusses bad debt expense. Patient accounts receivable are reduced by an allowance for estimated uncollectible accounts. In evaluating the collectability of accounts receivable, the Medical Center analyzes its past history and identifies trends for each of its major payor sources of revenue to estimate the appropriate allowance for estimated uncollectible accounts and provision for uncollectible accounts. Management regularly reviews data about these major payor sources of revenue in evaluating the sufficiency of the allowance for estimated uncollectible accounts. For receivables associated with services provided to patients who have third-party insurance coverage, the Medical Center analyzes contractually due amounts and provides an allowance for uncollectible accounts and a provision for uncollectible accounts, if necessary (for example, for expected uncollectible deductibles and copayments on accounts for which the third-party payor has not yet paid, or for payors who are known to be having financial difficulties that make the realization of amounts due unlikely). For receivables associated with self-pay patients (which include both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill), the Medical Center records a significant provision for uncollectible accounts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The Medical Center regularly performs hindsight procedures to evaluate historical write-off and collection experience throughout the year to assist in determining the reasonableness of its process for estimating the allowance for uncollectible accounts. The difference between the standard rates (or the discounted rates if negotiated) and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for estimated uncollectible accounts.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs Martin Memorial's mission is to serve the health care needs of its patients within the community. Martin Memorial considers the provision of care to patients, despite reporting a Medicare operating shortfall, to be a community benefit. The shortfall of $34,129,820 represents unreimbursed services to members of our community. These services are a vital part of the health care Martin Memorial provides to these patients. Only by providing these services below cost are we able to meet the needs of these patients. The data used to determine the revenue and cost amounts came directly from the Medicare Cost Report.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance Martin Memorial interviews potential financial assistance patients/guarantors to determine the payment sources, ascertain whether a referral for a medical economic social payment source is advisable or determine if the patient qualifies for financial assistance. Martin Memorial looks at the patients' assets, liabilities, income, family size, existing monthly bills, and other pertinent financial indicators, such as the amount of medical bills. Martin Memorial uses the State of Florida HCCB Charity/Uncompensated Care Guidelines (200% of the current Federal Poverty Guidelines) as a threshold for granting financial assistance. In certain instances where medical indigency is ascertained, financial assistance would be approved for cases that exceed the HCCB income threshold guidelines. After the interview, if full or partial payment is not anticipated, the account is converted to a financial assistance status, and will not be considered bad debt. Once converted to financial assistance the patient is not expected to make payments and is not pursued for payment. If the patient is known to be under a current financial assistance provision, the computer system alerts MMMC and the system adjusts the balance so that the patient is not billed.
Schedule H, Part V, Section B, Line 16a FAP website a - MARTIN MEMORIAL MEDICAL CENTER: Line 16a URL: https://www.martinhealth.org/patient-financial-assistance-policy;
Schedule H, Part V, Section B, Line 16b FAP Application website a - MARTIN MEMORIAL MEDICAL CENTER: Line 16b URL: https://www.martinhealth.org/patient-financial-assistance-policy;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website a - MARTIN MEMORIAL MEDICAL CENTER: Line 16c URL: https://www.martinhealth.org/patient-financial-assistance-policy;
Schedule H, Part VI, Line 2 Needs assessment Identifying the health care needs of our communities is imperative, so that we best know how to serve our residents and provide them with exceptional care. Our community health needs assessment was extremely helpful in helping to identify the local needs that we consider priority areas that we can address. As a hospital system It showed us the opportunities where we are able to fill those gaps. Some of the ways that we assess those needs, in addition to the Community Health Needs Assessment, are to stay active and engaged with other organizations that directly serve the populations with the most need. Examples of these are the quarterly Community Conversations in Martin County, led by the United Way of Martin County and representing over 50 organizations county-wide. The Council of Social Agencies in St. Lucie also has a very similar goal of bringing these types of agencies together. Hurricane preparedness, dental and oral hygiene for our pediatric age groups, to obesity and nutrition classes for the homeless population are some of the most recent topics that were discussed. By having these open conversations many needs are able to be discussed and change can then be facilitated. Two other organizations are the Inter-Agency Coalition and Healthy St. Lucie, which the hospital system attends monthly meetings. We collaborate with these groups to enhance our knowledge and reach. The last example is our partnership with the Martin County School Board, which was a pilot program we recently started. After sitting down with the wellness coordinator and benefits director and extensively reviewing the demographics and particular needs of their over 4,000 employees, we determined that a heart screening would be most beneficial. We then offered a low-cost, employer paid screening for 90 employees. The hospital system continues to evaluate and collaborate to meet the ever-changing needs of the residents and community members in the areas that we serve.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance Financial assistance programs are posted in the lobbies of the three emergency departments, admitting areas and written on patient statements and billing. Information is also available on Martin Memorial's website and all collection notices also contain information about financial assistance. Estimates for procedures are provided to the patients upon request and are available in Spanish in addition to English.
Schedule H, Part VI, Line 4 Community information Martin Memorial serves Martin County and portions of St. Lucie County, a population of approximately 368,983. Most of the area has traditionally been a retirement community, with a substantial population of seasonal residents. However substantial growth in St. Lucie County has included many younger families who live there year-round. Our 2016 Community Health Needs Assessment showed that within five years substantial population growth is expected among residents ages 65 and older (13.4%) along with a slight population growth of individuals aged 20-44 (3.6%). In Martin County, nearly 30% of Martin County residents are over age 65 and in Port St. Lucie, only 21% are older than 65. The most common race/ethnicity in Martin Memorial's community is white (64.95%) followed by Hispanic (16.6%) and black/African American (14.7%). Substantial population growth is expected for Hispanics (12.1%). Median household income is $51,703 in Martin County and $42,665 in St. Lucie County. In Martin County 12% of individuals live below the poverty line and in St. Lucie County 18.4% of individuals live below the poverty line. The percentage of children living below poverty level-Martin County: 19.2%, St. Lucie County: 28.2%. St. Lucie County has a slightly higher incidence of children living in poverty than the state average of 24.1%. Martin Memorial Medical Center is the only hospital in Martin County, Florida. Martin Memorial opened our third hospital, Tradition Medical Center, in December 2013 in Western St. Lucie County. In October 2017 the Tradition Medical Center expansion was completed, which doubled our number of beds available for patients.
Schedule H, Part VI, Line 5 Promotion of community health Martin Memorial has a multifaceted approach to promoting community health. Our board of directors is comprised of community members seeking to ensure we provide access to high-quality care. Throughout the year, Martin Memorial provides free or low-cost educational opportunities and health screenings which are aimed at disease prevention and target the underserved population in the community. In January 2014 we were one of the first hospitals in the area to launch a Comprehensive Health Management program that focuses on patients with severe chronic diseases which focuses on managing complicated diseases to improve their health and quality of life. This current program is unable to be reimbursed from any type of insurance and is completely free of charge to people referred into this program. The organization also offers free support groups for patients and family members that are facing ongoing management of chronic diseases. Martin Memorial associates provide countless hours of volunteer service to not-for-profit agencies and organizations, with an emphasis on those with a mission to enhance community health. Martin Memorial offers numerous sponsorships intended to promote the health and well-being of our communities, including the support of two local free health clinics that help the medically underserved population. Martin Memorial is working with other agencies and organizations to create programs that will help promote the overall health of the community. We continue to partner with local community organizations to help on county wide health initiatives. We have worked with the Health Departments in both Martin and St. Lucie County to develop a community wide plan that focuses on healthy lifestyle. In addition, a majority of the governing body of Martin Memorial Medical Center is comprised of people who reside in the organization's primary service area and who are neither employees nor independent contractors, nor family members thereof. In addition, the organization extends medical staff privileges to all qualified physicians in the community. Martin Memorial periodically conducts a physician needs assessment that reviews the makeup of both our medical staff as well as the physician community in our service area as a whole. This provides an overview of what physician specialties may be needed in our community.
Schedule H, Part VI, Line 6 Affiliated health care system Martin Memorial Medical Center belongs to a group of affiliated companies that provide diagnostic and ambulance services to the local community and fundraising for the benefit of Martin Memorial Medical Center. Martin Memorial also has for-profit affiliates providing physician services to the local community as well as billing and collection services for the affiliated companies. There are limited partnerships that own medical office buildings which primarily house affiliated companies' medical offices and clinics as well as an affiliation with ambulatory surgery centers.
Schedule H (Form 990) 2019
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number
59-0637874
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) Indian River State College Foundation
3209 Virginia Ave
Fort Pierce,FL34981 		59-1105591 501(c)(3) 77,299 0 N/A N/A Education
(2) Hands of St Lucie County
3855 US-1
FT PIERCE,FL34982 		26-3945016 501(C)(3) 12,500 0 N/A N/A HEALTHCARE
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) HEALTH CARE FOR INDIGENT PATIENTS 219 148,479 0 N/A N/A
(2) SHELTER / TRANSPORTATION / FOOD 189 51,684 0 N/A N/A
(3) ASSOCIATE CARING FUND 50 34,992 0 N/A N/A
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Health care assistance is provided to oncology patients that have a financial need including help paying for medical expenses, food, shelter and transportation. The organization's Social Services Department also assists indigent patients that are being discharged with pharmacy items. Grants are closely monitored and assessments are made to ensure they are used for the intended purposes. The Martin Memorial Medical Center education department works closely with Indian River State College Foundation as to the use of the grant funds. In addition, sponsorship funds provided are closely monitored to ensure the funds are used for the intended purpose.
Schedule I (Form 990) 2019



Additional Data


Software ID: 17005876
Software Version: 2017v2.2


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1MARK ROBITAILLE
 
FORMER CEO 		(i)

(ii)		 57,546
-------------
0 		145,000
-------------
0 		1,093,834
-------------
0 		17,631
-------------
0 		2,811
-------------
0 		1,316,822
-------------
0 		1,093,834
-------------
0
2ROBERT LORD
 
PRESIDENT/CEO 		(i)

(ii)		 618,971
-------------
0 		50,041
-------------
0 		119,995
-------------
0 		220,353
-------------
0 		39,613
-------------
0 		1,048,973
-------------
0 		119,892
-------------
0
3GEORGE RITTERSBACH MD
 
DIRECTOR 		(i)

(ii)		 267,669
-------------
0 		102,038
-------------
0 		103
-------------
0 		15,900
-------------
0 		37,580
-------------
0 		423,290
-------------
0 		0
-------------
0
4JEFFREY GLICKMAN MD
 
DIRECTOR 		(i)

(ii)		 278,856
-------------
0 		65,966
-------------
0 		0
-------------
0 		15,900
-------------
0 		13,709
-------------
0 		374,431
-------------
0 		0
-------------
0
5CHARLES CLEAVER
 
CFO 		(i)

(ii)		 404,898
-------------
0 		28,257
-------------
0 		284,998
-------------
0 		99,639
-------------
0 		40,242
-------------
0 		858,034
-------------
0 		283,051
-------------
0
6MARIAN WOSSUM
 
CLO 		(i)

(ii)		 294,668
-------------
0 		19,905
-------------
0 		0
-------------
0 		33,900
-------------
0 		29,996
-------------
0 		378,469
-------------
0 		0
-------------
0
7EDMUND COLLINS
 
CIO 		(i)

(ii)		 287,773
-------------
0 		20,239
-------------
0 		65,380
-------------
0 		31,688
-------------
0 		37,714
-------------
0 		442,794
-------------
0 		65,380
-------------
0
8MIGUEL COTY
 
CMCO 		(i)

(ii)		 233,153
-------------
0 		15,978
-------------
0 		29,370
-------------
0 		41,497
-------------
0 		37,688
-------------
0 		357,686
-------------
0 		29,370
-------------
0
9LIBBY FLIPPO
 
CNO 		(i)

(ii)		 309,945
-------------
0 		20,962
-------------
0 		0
-------------
0 		49,996
-------------
0 		40,131
-------------
0 		421,034
-------------
0 		0
-------------
0
10ANGIE METCALF
 
CHRO 		(i)

(ii)		 291,560
-------------
0 		20,468
-------------
0 		8,914
-------------
0 		47,947
-------------
0 		40,186
-------------
0 		409,075
-------------
0 		8,755
-------------
0
11FERNANDO PETRY DO
 
CMO 		(i)

(ii)		 363,238
-------------
0 		24,621
-------------
0 		0
-------------
0 		55,854
-------------
0 		50,205
-------------
0 		493,918
-------------
0 		0
-------------
0
12JESSICA MCLAIN
 
CPO 		(i)

(ii)		 0
-------------
193,250 		0
-------------
40,000 		0
-------------
0 		0
-------------
48,025 		0
-------------
23,109 		0
-------------
304,384 		0
-------------
0
13LAURENCE ROTHSTEIN MD
 
CPGO 		(i)

(ii)		 368,639
-------------
0 		24,626
-------------
0 		0
-------------
0 		53,671
-------------
0 		31,893
-------------
0 		478,829
-------------
0 		0
-------------
0
14DR DANIEL EDELMAN
 
CPO 		(i)

(ii)		 284,759
-------------
0 		16,071
-------------
0 		0
-------------
0 		15,900
-------------
0 		23,181
-------------
0 		339,911
-------------
0 		0
-------------
0
15JOHN AFSHAR MD
 
NEUROSURGEON 		(i)

(ii)		 848,572
-------------
0 		541,720
-------------
0 		0
-------------
0 		118,900
-------------
0 		40,069
-------------
0 		1,549,261
-------------
0 		0
-------------
0
16JOHN VIOLA MD
 
PHYSICIAN 		(i)

(ii)		 794,837
-------------
0 		304,227
-------------
0 		0
-------------
0 		97,900
-------------
0 		40,069
-------------
0 		1,237,033
-------------
0 		0
-------------
0
17JOHN ROBINSON MD
 
NEUROSURGEON 		(i)

(ii)		 846,339
-------------
0 		117,850
-------------
0 		0
-------------
0 		118,900
-------------
0 		40,069
-------------
0 		1,123,158
-------------
0 		0
-------------
0
18JORGE CASTILLO MD
 
PHYSICIAN 		(i)

(ii)		 488,301
-------------
0 		148,857
-------------
0 		0
-------------
0 		15,900
-------------
0 		47,580
-------------
0 		700,638
-------------
0 		0
-------------
0
19DR OSZKAR SZENTIRMAI
 
NEUROSURGEON 		(i)

(ii)		 842,212
-------------
0 		36,611
-------------
0 		0
-------------
0 		20,150
-------------
0 		42,124
-------------
0 		941,097
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments The nonqualified Defined Benefit SERP Plan has a tax adjustment factor in its benefit calculation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Compensation reported in the Form 990, particularly benefit costs, may be confusing, especially when making comparisons from one organization to another or even from one year to another for the same organization. Retirement benefit costs vary widely depending on the type of plan - defined benefit or contribution, and the age and tenure of the executive. Martin Memorial maintains several unfunded supplemental retirement plans. The amount accrued (not paid) was $186,453 for Mr. Lord, $25,597 for Mr. Coty, $31,688 for Mr. Collins, $32,047 for Ms. Metcalf, $65,739 for Mr. Cleaver, $34,096 for Ms. Flippo, $39,954 for Dr. Petry, $24,020 for Ms. McLain, $19,771 for Dr. Rothstein, $85,000 for Dr. Afshar, $85,000 for Dr. Robinson, $64,000 for Dr. Viola, and $4,250 for Dr. Szentirmai. The following participants in this plan received distributions: $119,892 for Mr. Lord, $283,051 for Mr. Cleaver, $65,380 for Mr. Collins, $29,370 for Mr. Coty, and $8,755 for Ms. Metcalf. Dr. Castillo, Ms. Wossum, and Dr. Edelman do not participate in these plans. Mark Robitaille participates in a non-qualified defined benefit SERP plan. The amount that became vested was $1,093,834 for Mr. Robitaille. This amount was included on his Form W-2, and an amount sufficient to cover taxation was distributed to him.
Schedule J (Form 990) 2019

Additional Data


Software ID: 17005876
Software Version: 2017v2.2

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number
59-0637874
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A Martin County Health Facilities Authority
  		36-2646523 573903EF4 02-09-2012 127,052,929 Construction of new hospital in Saint Lucie County   X   X   X
B Martin County Health Facilities Authority
  		36-2646523 573903FD8 11-15-2012 30,822,326 Refund 7/1997 and 12/1998 bond issues   X   X   X
C Martin County Health Facilities Authority
  		36-2646523   12-15-2010 24,095,000 Acquisition of medical equipment   X   X   X
D Martin County Health Facilities Authority
  		36-2646523   09-24-2013 26,555,000 Refund 5/2007 bond issue   X   X   X
MARTIN COUNTY HEALTH FACILITIES AUTHORITY
  		36-2646523 573903FX4 09-10-2015 109,488,863 CONSTRUCTION OF HOSPITAL EXPANSION IN SAINT LUCIE COUNTY   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 3,080,080 6,225,000 4,560,000 7,060,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 128,299,649 30,822,326 24,242,680 26,555,000
4 Gross proceeds in reserve funds ............. 11,812,842 0 0 0
5 Capitalized interest from proceeds ............. 10,269,255 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 2,523,995 572,679 202,903 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 103,409,411 0 24,039,777 0
11 Other spent proceeds ............. 284,145 30,249,647 0 26,555,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2013 2012 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		               
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider ..........  
  		 
  		 
  		Wells Fargo
 
c Term of hedge .........       2500 %
d Was the hedge superintegrated? ......               X
e Was the hedge terminated? ........               X
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 Total proceeds of issue The total proceeds of issue shown in Part II, Line 3 are different than the issue price shown in Part I because the figure in Part II includes investment earnings on the proceeds. This is consistent with the form instructions.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 02/09/2018
Schedule K, Part IV, Line 2c COLUMN B Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 11/15/2018
Schedule K, Part IV, Line 2c COLUMN C Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 11/15/2018
Schedule K (Form 990) 2019

Additional Data


Software ID: 17005876
Software Version: 2017v2.2


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.
SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number
59-0637874
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer		 (i) Pool
financing
Yes No Yes No Yes No
A Martin County Health Facilities Authority
  		36-2646523 573903EF4 02-09-2012 127,052,929 Construction of new hospital in Saint Lucie County   X   X   X
B Martin County Health Facilities Authority
  		36-2646523 573903FD8 11-15-2012 30,822,326 Refund 7/1997 and 12/1998 bond issues   X   X   X
C Martin County Health Facilities Authority
  		36-2646523   12-15-2010 24,095,000 Acquisition of medical equipment   X   X   X
D Martin County Health Facilities Authority
  		36-2646523   09-24-2013 26,555,000 Refund 5/2007 bond issue   X   X   X
MARTIN COUNTY HEALTH FACILITIES AUTHORITY
  		36-2646523 573903FX4 09-10-2015 109,488,863 CONSTRUCTION OF HOSPITAL EXPANSION IN SAINT LUCIE COUNTY   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 3,080,080 6,225,000 4,560,000 7,060,000
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 128,299,649 30,822,326 24,242,680 26,555,000
4 Gross proceeds in reserve funds ............. 11,812,842 0 0 0
5 Capitalized interest from proceeds ............. 10,269,255 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 2,523,995 572,679 202,903 0
8 Credit enhancement from proceeds ............. 0 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 103,409,411 0 24,039,777 0
11 Other spent proceeds ............. 284,145 30,249,647 0 26,555,000
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2013 2012 2013 2013
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........ 		               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........ 		               
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 ............. 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........ 		X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X X  
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X     X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X   X X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X X  
b Name of provider ..........  
  		 
  		 
  		Wells Fargo
 
c Term of hedge .........       2500 %
d Was the hedge superintegrated? ......               X
e Was the hedge terminated? ........               X
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
  		 
  		 
  		 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Schedule K, Part II, Line 3 Total proceeds of issue The total proceeds of issue shown in Part II, Line 3 are different than the issue price shown in Part I because the figure in Part II includes investment earnings on the proceeds. This is consistent with the form instructions.
Schedule K, Part IV, Line 2c COLUMN A Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 02/09/2018
Schedule K, Part IV, Line 2c COLUMN B Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 11/15/2018
Schedule K, Part IV, Line 2c COLUMN C Issuer name: Martin County Health Facilities Authority The calculation for computing no rebate due was performed on 11/15/2018
Schedule K (Form 990) 2019

Additional Data


Software ID: 17005876
Software Version: 2017v2.2

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) ANNE LORD
  		SISTER-IN-LAW OF ROB LORD, OFFICER OF MARTIN MEDICAL CENTER 58,737 COMPENSATION   No
(2) PATRICK FOGARTY
  		NEPHEW OF ROB LORD, OFFICER OF MARTIN MEDICAL CENTER 39,400 COMPENSATION   No
(3) DEIDRE WRIGHT-GAINEY
  		DAUGHTER-IN-LAW OF ELMIRA GAINEY, DIRECTOR OF MARTIN MEDICAL CENTER 40,423 COMPENSATION   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Return Reference Explanation
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons GEORGE MCLAIN MD AND JESSICA MCLAIN - Family relationship, CHARLES CLEAVER, EDMUND COLLINS, MIGUEL COTY, LIBBY FLIPPO, ROB LORD, JESSICA MCLAIN, ANGIE METCALF, AND FERNANDO PETRY - Business relationship
Form 990, Part VI, Line 6 Classes of members or stockholders Martin Memorial Health Systems, Inc. a 501(c)(3) tax exempt corporation, is the sole member of Martin Memorial Medical Center, Inc.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Member of Martin Memorial Medical Center may select, replace or remove the members of the governing body.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The Sole Member of the Medical Center expressly reserves the following powers, to be exercised by it in its sole discretion: -To select or replace and to remove, with or without cause, Directors of the Medical Center; and -To amend the Articles of Incorporation; -To amend the Bylaws of the Medical Center; -Adopt any annual or long-term capital or operational budget or any changes therein; -Authorize the Medical Center to enter into any contract or engage in any transaction which is not provided for in an annual or long-term capital or operational budget approved by the Sole Member of the Medical Center where the amount involved exceeds $100,000.00; -Adopt any new, or any changes to the existing, long-term or master institutional plans of the Medical Center; -Authorize the Medical Center to engage in, or enter into, any transaction providing for or requiring a Certificate of Need. However, the President/ CEO of the Medical Center, or the Executive Committee of the Sole Member, may submit a letter of intent and/or an application for a Certificate of Need at any time without prior authorization. The Board of Directors of the Sole Member shall subsequently either ratify the action or vote to withdraw the letter of intent or the application. -Adopt a plan of dissolution of the Medical Center; -Authorize the Medical Center to engage in, or enter into, any transaction providing for the sale, lease, mortgage or other disposition of the assets of the Medical Center not contemplated as part of the capital or operating budget; however, it is understood that this does not preclude the sale of fully depreciated assets, assets to be scrapped and taken out of service, or assets to be traded in on the purchase of new assets approved as part of the budgeting process. -Adopt a plan of merger or consolidation of the Medical Center with another corporation; -Organize or acquire, or authorize the organization or acquisition of, any subsidiary or affiliate of the Medical Center ("affiliate" shall include any corporation, association, partnership, trust, joint venture or other entity directly or indirectly controlling, controlled by, or under common control with the Medical Center).
Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is reviewed in detail by internal management to ensure the accuracy and completeness of the return prior to filing with the IRS. The Form 990 is made available to all members of the Board of Directors subsequent to the filing of the form.
Form 990, Part VI, Line 12c Conflict of interest policy The Corporate Compliance Officer surveys each director, officer and key employee of Martin Memorial Medical Center and related affiliated companies. These annual surveys are designed to determine if any potential conflicts of interest exist. The Corporate Compliance officer educates board members, officers and key employees of their responsibility to report any possible conflicts of interest that may arise between annual surveys. The Corporate Compliance Officer also monitors and investigates any possible conflicts that may arise. If a potential or actual conflict of interest exists, the individual with the conflict will abstain from voting on any issues or participating in discussions that are related to the conflict of interest.
Form 990, Part VI, Line 15a Process to establish compensation of top management official Executive compensation at Martin Memorial Health System ("MMHS") is governed and controlled by the Compensation & Retirement Committee of the Board of Directors according to policies set by the board as a whole. The committee is made up entirely of community leaders, none of whom are employed by Martin Memorial Medical Center ("MMMC"). The committee determines pay levels at MMHS in comparison with other not-for-profit hospitals and health systems like MMHS in size and complexity and which serve similar types of communities. It looks at national data but also takes into consideration data from similar health systems in the Southeast region of the country. The committee reviews comparability data on salary levels, incentive pay, and benefit costs, assessing each element of compensation independently and total compensation in aggregate. The committee retains independent consultants to gather comparability data on executive compensation in the MMHS' peer group. These consultants regularly assist the committee in making its determination that executive compensation at MMHS remains reasonable and consistent with the board-approved MMHS executive compensation philosophy. The committee approves compensation for all listed executives every year. The committee diligently follows best practices in governing executive compensation, including the process prescribed by the IRS for governing executive compensation in the tax-exempt sector. It is committed to accurately disclosing executive compensation on Form 990.
Form 990, Part VI, Line 15b Process to establish compensation of other employees Compensation of other officers and key employees follows the same process as described in Part VI, Line 15a.
Form 990, Part VI, Line 19 Required documents available to the public Martin Memorial Medical Center does not make its governing documents, conflict of interest policy, or financial statements available to the public.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATE - -21962986; CHANGE IN NET ASSETS HELD AT MARTIN FOUNDATION - 9446410; MIN PENSION LIABILITY ADJUSTMENT - 6895915; UNREALIZED LOSS ON SWAP AGREEMENT - 1014958; RETIREE HEALTH LIABILITY ADJUSTMENT - 474407; NET ASSETS TEMPORARILY RELEASED - -4471628;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 17005876
Software Version: 2017v2.2
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
Martin Memorial Medical Center Inc
 
Employer identification number

59-0637874
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)MARTIN MEMORIAL HEALTH SYSTEMS
PO BOX 9033

STUART,FL34995
59-2307522 		SUPPORTS MARTIN MEMORIAL MEDICAL CENTER AND COASTAL CARE CORPORATION FL 501(c)(3) Type II NA
 
 
No
(2)MARTIN MEMORIAL FOUNDATION
PO BOX 9033

STUART,FL349959033
59-2343938 		FUNDRAISING FL 501(c)(3) 7 MMHS
 
 
No
(3)COASTAL CARE CORPORATION
PO BOX 9033

STUART,FL349959033
59-2333374 		HEALTHCARE FL 501(c)(3) 3 MMHS
 
 
No
(4)MARTIN MEMORIAL HOSPITAL AUXILIARY
PO BOX 9033

STUART,FL349959033
23-7115443 		PROMOTE PURPOSES & ACTIVITIES OF MARTIN MEMORIAL HEALTH SYSTEMS & AFFILIATES FL 501(c)(3) 10 MMHS
 
 
No






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) MEDICAL CENTER AT ST LUCIE WEST LTD

PO BOX 9033
STUART,FL34995
65-0504863 		MEDICAL OFFICES FL MMMC
  		Related 615,737 7,415,030   No 0   No 99 %
(2) MEDICAL CENTER AT HOBE SOUND LTD

PO BOX 9033
STUART,FL34995
65-0748232 		MEDICAL OFFICES FL MMMC
  		Related 76,595 1,784,265   No 0   No 99 %
(3) TREASURE COAST INTEGRATED HEALTHCARE LLC

PO BOX 9010
STUART,FL34995
82-0708813 		CLINICALLY INTEGRATED NETWORK FL MMMC
  		Related 0 237,140   No 0 Yes   51 %
(4) martin surgical ventures llc

9131 anson way suite 304
raleigh,NC27615
32-0496475 		surgical ventures NC MMMC
  		Related -494,916 354,377   No 0   No 62 %
(5) TRADITION SURGERY CENTER LLC

9131 ANSON WAY SUITE 304
RALEIGH,NC27615
36-4837780 		SURGICAL VENTURES NC NA
  		N/A                
(6) STUART SURGERY CENTER

2096 SE OCEAN BLVD
STUART,FL34996
82-2542219 		SURGICAL VENTURES FL NA
  		N/A                


Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) MARTIN MEMORIAL PHYSICIAN CORPORATION

PO BOX 9010
STUART,FL34995
65-0556041 		PHYSICIAN OFFICES FL NA
  		C Corporation         No
(2) MEDICAL & FINANCIAL MANAGEMENT

PO BOX 9033
STUART,FL349959033
59-2320501 		BILLING AND COLLECTIONS FL NA
  		C Corporation         No
(3) CSC CONDOMINIUM ASSOCIATION

PO BOX 9033
STUART,FL34995
59-2843163 		CONDOMINIUM ASSOCIATION FL MMMC
  		C Corporation 129,216 365,654 64.42 % Yes  








Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) MEDICAL CENTER AT ST LUCIE WEST LTD

 J 1,490,086 FMV
(2) MEDICAL CENTER AT HOBE SOUND LTD

 J 203,000 FMV




Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID: 17005876
Software Version: 2017v2.2






TY 2017 AffiliatedGroupSchedule
Name:
Martin Memorial Medical Center Inc
EIN:
59-0637874
Software ID:
17005876
Software Version:
2017v2.2
Affiliated Group Business Name:
Martin Memorial Medical Center Inc
Address. Either US or Foreign Type:
PO Box 9010
Stuart, FL349959033    
EIN:
59-0637874
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
68,176
Total Lobbying Expenditures:
68,176
Other Exempt Purpose Expenditures:
471,082,107
Total Exempt Purpose Expenditures:
471,150,283
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
COASTAL CARE CORPORATION
Address. Either US or Foreign Type:
PO BOX 9033
STUART, FL349959033    
EIN:
59-2333374
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
18,292,784
Total Exempt Purpose Expenditures:
18,292,784
Lobbying Nontaxable Amount:
1,000,000
Grassroots Nontaxable Amount:
250,000
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
MARTIN MEMORIAL HEALTH SYSTEMS
Address. Either US or Foreign Type:
PO BOX 9033
STUART, FL349959033    
EIN:
59-2307522
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
0
Total Exempt Purpose Expenditures:
0
Lobbying Nontaxable Amount:
0
Grassroots Nontaxable Amount:
0
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0
Affiliated Group Business Name:
MARTIN MEMORIAL FOUNDATION INC
Address. Either US or Foreign Type:
PO BOX 9033
STUART, FL349959033    
EIN:
59-2343938
Electing Organization Checkbox:
Total Grassroots Lobbying:
0
Total Direct Lobbying:
0
Total Lobbying Expenditures:
0
Other Exempt Purpose Expenditures:
5,438,779
Total Exempt Purpose Expenditures:
5,438,779
Lobbying Nontaxable Amount:
421,939
Grassroots Nontaxable Amount:
105,485
Tot Lobbying Grassroot Minus Non Tx:
0
Tot Lobby Expend Mns Lobbying Non Tx:
0
Share Of Excess Lobbying:
0