Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (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 on 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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 1 DESCRIPTION OF ORGANIZATION MISSION | MISSION: IMPROVE THE HEALTH OF OUR COMMUNITY. VISION: TO BE THE BEST HEALTH SYSTEM. OUR VALUES AT MMC, WE EACH SUPPORT OUR MISSION AND VISION BY LIVING OUR VALUES EACH AND EVERY DAY. BY FOLLOWING OUR PLEDGE, "I ACT", WE EACH SUPPORT MMC WITH: I=INTEGRITY - WE DO THE RIGHT THING, NO MATTER WHAT. A=ALL IN FOR QUALITY OUTCOMES - QUALITY IMPROVEMENT ISN'T JUST SOMETHING WE TALK ABOUT, IT'S A COMMITTMENT WE EACH LIVE. C=COMMUNITY OBSESSED - WE ARE OUR COMMUNITY AND WE ARE HERE TO TAKE CARE OF OUR NEIGHBORS. THIS ISN'T JUST ABOUT MEDICAL CARE, IT'S ABOUT CARING FOR THE WHOLE PERSON. T=TEAMWORK - NOBODY CAN DO IT ALONE. AT MMC, WE ARE ONE TEAM THAT IS DIVERSE AND INCLUSIVE, AND WE SUPPORT ONE ANOTHER AND OUR GOALS. |
| FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS | MMC IS AN ACUTE CARE HOSPITAL LOCATED IN HAGERSTOWN, MARYLAND AND SERVES THE RESIDENTS OF WESTERN MARYLAND, SOUTHERN PENNSYLVANIA, AND THE EASTERN PANHANDLE OF WEST VIRGINIA. DURING FY23, MMC'S PATIENT DAYS TOTALED 66,871, ADMISSIONS TOTALED 16,004, ER VISITS TOTALED 64,722, AND NEARLY 2 MILLION LABORATORY PROCEDURES WERE PERFORMED. IN ADDITION, THERE WERE 20,893 HOME HEALTH, 62,313 OUTPATIENT REHAB, AND 22,284 CANCER CENTER VISITS. MMC'S PHYSICIAN PRACTICES COMPLETED 152,709 PRIMARY CARE, 189,609 SPECIALTY CARE, AND 34,417 URGENT CARE VISITS. THE MMC STRATEGIC PLAN HAS BOLD GOALS TO BE ACHIEVED BY 2030. UTILIZING THE QUADRUPLE AIM FRAMEWORK, THE 2030 BOLD GOALS CONSIST OF THE FOLLOWING PILLARS OF SUCCESS: IMPROVE HEALTH IN OUR COMMUNITY, IMPROVE HEALTHCARE, HAVE JOY AT WORK, PROVIDE MEDICAL CARE THAT IS AFFORDABLE FOR OUR COMMUNITY. LISTED BELOW ARE THE ACCOMPLISHMENTS UNDER EACH PILLAR. HEALTH - RANKED IN THE TOP 1% FROM 1,800 NOT FOR PROFIT HOSPITALS NATIONALLY IN TERMS OF COMMUNITY HEALTH INVESTMENT. - OVER 100,000 POUNDS LOST AND OVER 6,000 REGISTERED USERS. - IMPLEMENTED MERITUS CARE TO SHARE PROGRAM THAT PROVIDES FREE FOOD THROUGH FOOD BOXES ON CAMPUS. - IMPLEMENTED MERITUSNOW FOR TELEHEALTH. - CONTINUED MERITUS CARE CALLER PROGRAM HEALTHCARE - RECEIVED LEAPFROG SAFETY GRADE OF A. - TOP 10% NATIONALLY FOR SEPSIS CARE OUTCOMES. - PARTNERSHIP WITH BROOK LANE TO PROVIDE EPIC AND MEDICAL COVERAGE. - FAMILY MEDICINE PHYSICIAN RESIDENCY PROGRAM RECEIVED FULL ACCREDITATION WITH NO CITATIONS. JOY AT WORK - WORKFORCE DIVERSITY INCREASED FROM 15% TO 18%. - IMPLEMENTED $17/HR MINIMUM WAGE. - FORBES TOP EMPLOYER IN MARYLAND RECOGNITION. - DEVELOPED CERTIFIED NURSING ASSISTANT (CNA) INTERNSHIP TRAINING PROGRAM FOR EMPLOYEES. - LOWEST VACANY RATE IN 3 YEARS AT 7.9%. - HIRED 72 INTERNATIONAL NURSES. - AWARDED $500K GRANT FROM AARP TO LEAD HEALTH EQUITY AND DIVERSITY EFFORTS ACCROSS 7 STATES. AFFORDABILITY - 2ND MOST EFFICIENT HOSPITAL IN STATE - AWARDED $31M IN PERMANENT REVENUE FOR FY2024. - EXCEEDED OPERATING BUDGET BY 2.5%. - FEMA AND HRSA FUNDING OF OVER $14M IN FY2023 AND ANOTHER $2.4M OF FEMA IN FY2024. - MEDICAID VBC EARNINGS OF $1.3M. - 340B CONTRACT PHARMACY OPERATING PROFIT OF $9M. - MPC DISTRIBUTION OF $20M. - REDUCED AGENCY EXPENSE BY HALF FROM PRIOR YEAR. - REDUCED ADMINISTRATIVE OVERHEAD AS A PERCENT OF REVENUE BY 13%. - SUPPLY CHAIN SAVINGS OF $3.5M. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF UP TO SEVEN (7) DIRECTORS, AS DETERMINED BY THE BOARD IN ACCORDANCE WITH THE BYLAWS. THE COMMITTEE, WHICH MEETS BI-MONTHLY BETWEEN REGULARLY SCHEDULED BOARD MEETINGS, MAY IN ITS DISCRETION EXERCISE THE FULL POWERS, DUTIES, RESPONSIBILITIES AND AUTHORITY OF THE BOARD, EXCEPT WHERE PROHIBITED BY LAW AND SUBJECT TO ANY LIMITATIONS IMPOSED BY THE BYLAWS OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | MMC BOARD DIRECTOR MARY J.C. HENDRIX IS THE PRESIDENT OF SHEPHERD UNIVERSITY AND MMC BOARD DIRECTOR SHARON MAILEY, PHD, RN, IS THE DEAN OF THE COLLEGE OF NURSING, EDUCATION AND HEALTH SCIENCES AND DIRECTOR OF THE SCHOOL OF NURSING AT SHEPHERD UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A COPY OF THE FORM 990 WAS PROVIDED TO THE AUDIT AND BUSINESS INTEGRITY COMMITTEE OF THE BOARD. ACTING UNDER THE AUTHORITY OF THE BOARD, THE COMMITTEE REVIEWED THE FORM 990 PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. IN ADDITION, THE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL DISCLOSURE OF INTEREST IS REQUIRED FOR ALL OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES. THESE DISCLOSURES ARE REVIEWED AGAINST THE ACCOUNTS PAYABLE SYSTEM TO IDENTIFY TRANSACTIONS WITH THE ORGANIZATION. ALL DISCLOSURES AND TRANSACTIONS ARE REVIEWED BY THE AUDIT & BUSINESS INTEGRITY COMMITTEE AND THEN PROVIDED TO THE CHAIR OF THE BOARD AND THE APPLICABLE COMMITTEE CHAIR. ANY DIRECTOR WITH A DETERMINED CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE BOARD'S OR COMMITTEE'S DISCUSSIONS AND DECISIONS WITH REGARDS TO THAT TRANSACTION AND MUST NOT ONLY RECUSE THEMSELVES BUT LEAVE THE ROOM DURING THE DISCUSSIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE MMC BOARD, WHICH IS COMPRISED OF INDEPENDENT BOARD MEMBERS, REVIEWS ON AN ANNUAL BASIS THE FOLLOWING AS IT RELATES TO THE COMPENSATION OF THE CEO AND OTHER KEY EXECUTIVES: 1) ANNUAL PERFORMANCE EVALUATIONS OF THE CEO AND EXECUTIVES; 2) ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE IN ACHIEVEMENT OF STRATEGIC AND INDIVIDUAL INCENTIVE GOALS; 3) MARKET DATA PRESENTED BY AN INDEPENDENT THIRD PARTY COMPENSATION CONSULTANT; AND 4) BASE SALARY AND INCENTIVE RECOMMENDATIONS. THE INDEPENDENT THIRD-PARTY CONSULTANT CONDUCTS AND PRESENTS A REASONABLENESS REVIEW OF BOTH BASE SALARY AND TOTAL COMPENSATION FOR THE CEO AND KEY EXECUTIVES. THE COMMITTEE DISCUSSES, DELIBERATES, AND APPROVES BASE SALARY AND INCENTIVE COMPENSATION RECOMMENDATIONS. RESULTS ARE REPORTED TO THE MMC BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS FOR MMC ARE LOCATED ON THE STATE OF MARYLAND DEPARTMENT OF TAXATION'S WEBSITE. MMC'S FINANCIAL STATEMENTS ARE MADE PUBLIC THROUGH THE STATE OF MARYLAND CHARITABLE REGISTRATION DIVISION. FINANCIAL STATEMENTS FOR MMC ARE ALSO AVAILABLE THROUGH THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) WEBSITE VIA THE CONTINUING DISCLOSURE DOCUMENT. MMC MAKES ALL RELEVANT DOCUMENTS AVAILABLE TO THE EXTENT REQUIRED BY LAW. |
| PART VII, SECTION A | THE COMPENSATION THAT DR. IQBAL, DR. AMALFITANO, AND DR. SALVAGNO RECEVEIVED WAS FOR THEIR SERVICES AS PHYSICIANS. COMPENSATION FOR THESE INDIVIDUALS WAS FOR SERVICES PROVIDED IN THEIR CAPACITY AS INDEPENDENT CONTRACTORS/EMPLOYEES OF MMC AND AFFILIATES, NOT IN THEIR CAPACITIES AS DIRECTORS. THE AVERAGE HOURS PER WEEK LISTED FOR ALL OF THE OFFICERS AND DIRECTORS INCLUDES, BUT IS NOT LIMITED TO, THEIR TIME SPEND PREPARING FOR AND ATTENDING BOARD COMMITTEE MEETINGS, FUNDRAISING AND ATTENDANCE AT COMMUNITY FUNCTIONS ON BEHALF OF MMC. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 33,208,398. MANAGEMENT AND GENERAL EXPENSES 8,302,099. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,510,497. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 18,295,009. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,295,009. OTHER: PROGRAM SERVICE EXPENSES 3,578,531. MANAGEMENT AND GENERAL EXPENSES 894,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,473,164. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS HELD BY MERITUS HEALTHCARE FOUNDATION 11,866,902. |
| Software ID: | |
| Software Version: |