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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
MEDSTAR HEALTH INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
10980 GRANTCHESTER WAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBIA, MD21044
D Employer identification number

52-2087445
E Telephone number

G Gross receipts $ 363,603,125
F Name and address of principal officer:
KENNETH A SAMET
10980 GRANTCHESTER WAY
COLUMBIA,MD21044
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.MEDSTARHEALTH.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  
K Form of organization:  
L Year of formation: 1998
M State of legal domicile: MD
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PLAN, DEVELOP, COORDINATE, DIRECT AND MANAGE AN INTEGRATED HEALTHCARE SYSTEM.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 891
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 889
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 42,752,842 5,315,609
9 Program service revenue (Part VIII, line 2g) ......... 261,430,561 271,502,992
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 53,597,492 77,472,526
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,871,148 9,311,998
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 366,652,043 363,603,125
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 14,349,221 14,419,384
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 183,637,739 183,862,001
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 2,794,660 2,018,708
b Total fundraising expenses (Part IX, column (D), line 25) 2,018,708    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 98,103,175 98,123,326
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 298,884,795 298,423,419
19 Revenue less expenses. Subtract line 18 from line 12....... 67,767,248 65,179,706
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,203,474,364 3,406,041,925
21 Total liabilities (Part X, line 26)............. 2,719,862,512 2,670,927,095
22 Net assets or fund balances. Subtract line 21 from line 20..... 483,611,852 735,114,830
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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: SEE SCHEDULE O
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 $ 296,404,711 including grants of $ 14,419,384 ) (Revenue $ 271,502,992 )
SEE SCHEDULE OAS THE PARENT COMPANY IN AN INTEGRATED HEALTHCARE SYSTEM, MEDSTAR HEALTH, INC. ESTABLISHES THE STRATEGIC DIRECTION FOR ITS AFFILIATED ENTITIES. MEDSTAR HEALTH'S SOLE PROGRAM SERVICE IS THE MANAGEMENT AND SUPPORT OF ITS AFFILIATED ENTITIES. THE PROGRAM SERVICE EXPENSES INCURRED BY THE ORGANIZATION RELATE TO CORPORATE SERVICE DEPARTMENTS AND FUNCTIONS FOR: ACADEMIC AFFAIRS, BUSINESS DEVELOPMENT, COMMUNITY HEALTH, COMPLIANCE, DIGITAL PLATFORM DEVELOPMENT, FINANCE, GOVERNMENT AFFAIRS, GRADUATE MEDICAL EDUCATION, HUMAN RESOURCES, INFORMATION SERVICES, INTERNAL AUDIT, LEGAL, MANAGED CARE, PHILANTHROPY, PRIVACY, QUALITY & SAFETY, RISK MANAGEMENT, STRATEGIC PLANNING & MARKETING, AND TREASURY.
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 expenses296,404,711
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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 IClick to see attachment
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
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 IClick to see attachment
List of Attached Documents:
// Content
.........................
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 IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
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 IVClick to see attachment
List of Attached Documents:
// Content
..............
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
 
No
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
List of Attached Documents:
// Content
...................
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 VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
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 VIIIClick to see attachment
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
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.....Click to see attachment
List of Attached Documents:
// Content
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...Click to see attachment
List of Attached Documents:
// Content
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. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
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............ Click to see attachment
List of Attached Documents:
// Content
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...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
22
 
No
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 .... Click to see attachment
List of Attached Documents:
// Content
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.......................Click to see attachment
List of Attached Documents:
// Content
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 IIClick to see attachment
List of Attached Documents:
// Content
...........
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 IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the 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......................Click to see attachment
List of Attached Documents:
// Content
28a
Yes
 
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
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............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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............. Click to see attachment
List of Attached Documents:
// Content
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 VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on 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
1,852
b
Enter the number of Forms W-2G included on 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 (2023)
Form 990 (2023)
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
891
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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
Yes
 
b
If "Yes," enter the name of the foreign country: CJ
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
 
No
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 the instructions and file Form 4720, Schedule N.
15
Yes
 
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
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
19
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
15
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
 
No
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
 
No
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
 
No
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
 
No
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
Yes
 
b
Describe on 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 on 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 on 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 filed
MD
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
JOEL BRYAN10980 GRANTCHESTER WAY   COLUMBIA,MD21044 (410) 772-6721
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) KENNETH A SAMET......................................................................
CEO AND PRESIDENT
 29.00
.................
11.00 		X   X       7,083,748 0 106,087
(2) LEIGH ANN CURL MD......................................................................
DIRECTOR
 1.00
.................
39.00 		X           0 1,537,722 32,687
(3) CHRISTOPHER G KALHORN MD......................................................................
DIRECTOR
 1.00
.................
39.00 		X           0 1,167,921 32,270
(4) ALLEN J TAYLOR MD......................................................................
DIRECTOR
 1.00
.................
39.00 		X           0 831,757 11,307
(5) ANTHONY J BUZZELLI......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(6) THOMAS P JOYCE JR......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(7) VINCENT J MARTORANA DPM......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(8) JOHN J DEGIOIA PHD......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(9) JAMES A DORTA MD......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(10) ROBERT OURISMAN......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(11) REV DR GWENDOLYN E BOYD......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(12) GARY H TABACH......................................................................
VICE CHAIR
 1.00
.................
0.00 		X   X       0 0 0
(13) EBEN D FINNEY III......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(14) GREGORY S PROCTOR......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(15) ADAEZE ENEKWECHI PHD MPP......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(16) TAMLA OLIVIER......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 0 0
(17) ROSIE ALLEN-HERRING......................................................................
CHAIR
 1.00
.................
0.00 		X   X       0 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) WILLIAM MATT KELLY........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(19) MICHAEL RANDOLPH MD........................................................................
DIRECTOR
 1.00
.......................0.00 		X           0 0 0
(20) SUSAN NELSON........................................................................
EVP & CFO
 38.00
.......................2.00 		    X       2,207,257 0 45,509
(21) OLIVER M JOHNSON II........................................................................
EVP
 35.00
.......................5.00 		    X       2,040,968 0 43,213
(22) STEPHEN EVANS MD........................................................................
EVP
 38.00
.......................2.00 		      X     2,826,175 0 63,500
(23) M JOY DRASS MD........................................................................
EVP
 39.00
.......................1.00 		      X     4,328,131 0 69,388
(24) ERIC WAGNER........................................................................
EVP
 33.00
.......................7.00 		      X     2,029,086 0 26,463
(25) LORETTA WALKER........................................................................
SVP
 40.00
.......................0.00 		        X   1,643,431 0 48,275
(26) SUSAN ECKERT........................................................................
SVP & CHIEF NURSING OFFICE
 40.00
.......................0.00 		        X   1,381,768 0 58,073
(27) MICHAEL SACHTLEBEN........................................................................
SVP & COO, WASHINGTON REGION
 40.00
.......................0.00 		        X   1,941,891 0 59,112
(28) DAVID H SONG MD........................................................................
VP OF MEDICAL AFFAIRS & CMO
 40.00
.......................0.00 		        X   1,921,856 0 33,078
(29) BRADLEY CHAMBERS........................................................................
SVP & COO, BALITMORE REGION
 40.00
.......................0.00 		        X   1,681,164 0 59,767
(30) MICHAEL J CURRAN........................................................................
FORMER EVP & CAO
 39.00
.......................1.00 		          X 621,601 0 10,769
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 29,707,076 3,537,400 699,498
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 407
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
SODEXO INC & AFFILIATES

PO BOX 360170
PITTSBURGH,PA152516170 		FOOD & FACILITIES MANAGEMENT 27,751,394
CROTHALL SVCS GROUP

13028 COLLECTIONS CENTER DR
CHICAGO,IL60693 		ENVIRONMENTAL SERVICES 15,410,632
UP TO DATE LAUNDRY INC

5521 RESEARCH PARK DRIVE
CATONSVILLE,MD21228 		LAUNDRY SERVICES 8,812,980
DELOITTE CONSULTING LLP

30 ROCKEFELLER PLAZA
NEW YORK,NY10112 		PROFESSIONAL SERVICES 4,634,829
JONES LANG LASALLE AMERICAS

95661 TREASURY CENTER DR
CHICAGO,IL606945661 		PROFESSIONAL SERVICES 4,107,304
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 79
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 4,566,561
f All other contributions, gifts, grants, and similar amounts not included above1f 749,048
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 5,315,609
Program Service RevenueAmt Business Code
2a GREENSPRING FEE 900099 246,074,785 246,074,785    
b OTHER HEALTH REVENUE 900099 24,999,904 24,999,904    
c HEALTH EDUCATION 900099 428,303 428,303    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 271,502,992
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 43,564,227   889 43,563,338
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 33,908,299  
b Less: cost or other basis and sales expenses 7b 0  
c Gain or (loss) 7c 33,908,299  
d Net gain or (loss)......... 33,908,299     33,908,299
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..      
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..        
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..        
OtherRevenueMiscAmt
Business Code
11a REBATE INCOME 900099 4,830,540     4,830,540
b OTHER INCOME/LOSS 900099 4,481,458     4,481,458
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 9,311,998
12 Total revenue. See instructions..... 363,603,125 271,502,992 889 86,783,635
Form 990 (2023)
Form 990 (2023)
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 .... 14,419,384 14,419,384
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
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 ........... 20,869,525 20,869,525    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 632,370 632,370    
7 Other salaries and wages........ 147,810,317 147,810,317    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,638,098 2,638,098    
9 Other employee benefits ....... 4,285,465 4,285,465    
10 Payroll taxes ........... 7,626,226 7,626,226    
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 8,714,077 8,714,077    
c Accounting ........... 2,262,484 2,262,484    
d Lobbying ........... 408,565 408,565    
e Professional fundraising services. See Part IV, line 17 2,018,708 2,018,708
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 31,120,219 31,120,219    
12 Advertising and promotion .... 16,382,633 16,382,633    
13 Office expenses ....... 9,380,446 9,380,446    
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 9,842,699 9,842,699    
17 Travel ............ 686,983 686,983    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 191,910 191,910    
20 Interest ........... 7,196,258 7,196,258    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 3,618,585 3,618,585    
23 Insurance ... 1,479,500 1,479,500    
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 MAINTENANCE 5,943,592 5,943,592    
b UTILITIES 1,480,747 1,480,747    
c FOOD SERVICES/SUPPLIES 242,953 242,953    
d BAD DEBT 3,500 3,500    
e All other expenses -831,825 -831,825    
25 Total functional expenses. Add lines 1 through 24e 298,423,419 296,404,711 0 2,018,708
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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2023)
Form 990 (2023)
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 ........ 433,724,655 1 412,593,145
2 Savings and temporary cash investments ......... 161,650,844 2 166,562,624
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 22,139,397 4 36,993,041
5 Loans and other receivables from 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 .......
  5  
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  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 6,167,102 8 4,884,739
9 Prepaid expenses and deferred charges ...... 5,192,445 9 6,118,254
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 65,711,280
b Less: accumulated depreciation 10b 34,169,031 21,584,755 10c 31,542,249
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 2,086,492,676 12 2,223,932,028
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 264,513,924 14 261,036,847
15 Other assets. See Part IV, line 11 ........... 202,008,566 15 262,378,998
16 Total assets. Add lines 1 through 15 (must equal line 33)... 3,203,474,364 16 3,406,041,925
Liabilities 17 Accounts payable and accrued expenses ..... 426,631,064 17 458,395,634
18 Grants payable ...   18  
19 Deferred revenue ......... 814,593 19 969,258
20 Tax-exempt bond liabilities ......... 1,669,713,145 20 1,631,799,254
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  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 130,588,825 24 130,588,825
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 492,114,885 25 449,174,124
26 Total liabilities. Add lines 17 through 25.. 2,719,862,512 26 2,670,927,095
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 478,578,747 27 730,541,330
28 Net assets with donor restrictions ........... 5,033,105 28 4,573,500
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 483,611,852 32 735,114,830
33 Total liabilities and net assets/fund balances ........ 3,203,474,364 33 3,406,041,925
Form 990 (2023)
Form 990 (2023)
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
363,603,125
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
298,423,419
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
65,179,706
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
483,611,852
5
Net unrealized gains (losses) on investments ...............
5
202,951,326
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
-16,628,054
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
735,114,830
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
Yes
 
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
Yes
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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
2023
Open to Public
Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ............................... 16
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
(A) GEORGETOWN UNIVERSITY
  		530196603 2 Yes   14,419,384 0
(B) BAY LIFE SERVICES INC
  		521496539 10 Yes   0 0
(C) FRANKLIN SQUARE HOSPITAL CENTER INC
  		520608007 3 Yes   0 0
(D) GOOD SAMARITAN NURSING CENTER INC
  		521672866 10 Yes   0 0
(E) GS HOUSING INC
  		521481656 10 Yes   0 0
(F) HARBOR HOSPITAL INC
  		520491660 3 Yes   0 0
(G) THE MEDSTAR-GEORGETOWN MEDICAL CENTER INC
  		522218584 3 Yes   0 0
(H) MEDSTAR HEALTH RESEARCH INSTITUTE INC
  		526056274 4 Yes   0 0
(I) MEDSTAR HEALTH VISITING NURSES ASSOCIATION INC
  		530196597 10 Yes   0 0
(J) MEDSTAR SOUTHERN MARYLAND HOSPITAL CENTER INC
  		460726303 3 Yes   0 0
(K) MEDSTAR VNA HEALTHCARE INC
  		521458516 10 Yes   0 0
(L) MONTGOMERY GENERAL HOSPITAL INC
  		520646893 3 Yes   0 0
(M) NATIONAL REHABILITATION HOSPITAL INC
  		521369749 3 Yes   0 0
(N) NRH REGIONAL REHAB AT OLNEY INC
  		522310902 3 Yes   0 0
(O) ST MARY'S HOSPITAL OF ST MARY'S COUNTY INC
  		520619006 3 Yes   0 0
(P) SUBURBANNRH MEDICAL REHABILITATION INC
  		521931151 3 Yes   0 0
(Q) THE UNION MEMORIAL HOSPITAL
  		520591685 3 Yes   0 0
(R) THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC
  		520591607 3 Yes   0 0
(S) WASHINGTON HOSPITAL CENTER CORPORATION
  		521272129 3 Yes   0 0
(T) WOODBOURNE WOODS INC
  		522299070 10 Yes   0 0
Total
16
 14,419,384 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 5 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
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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
Yes
 
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
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
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 box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
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 lines 5b and 5c 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
 
No
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
 
No
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) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
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
 
No
b
Did one or more disqualified persons (as defined on 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
 
No
c
Did a disqualified person (as defined on 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
 
No
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
 
No
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) 2023

Schedule A (Form 990) 2023
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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
Yes
 
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
Yes
 
3
By reason of the relationship described in line 2 above, 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
Yes
 
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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", provide details in Part VI.
3a
Yes
 
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
Yes
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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 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  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 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 2023 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-2023 		(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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, PART I, LINE 12G AMOUNT OF SUPPORT SUPPORT IS PROVIDED TO MEDSTAR HEALTH, INC.'S SUPPORTED ORGANIZATIONS IN THE FORM OF EQUITY TRANSFERS. DUE TO THE FREQUENCY OF THESE TRANSFERS AND THE LARGE NUMBER OF SUPPORTED ORGANIZATIONS THAT MEDSTAR HEALTH, INC. SUPPORTS, THE TOTAL EQUITY TRANSFERS LISTED ON SCHEDULE O, PART XI, LINE 9 HAVE NOT BEEN BROKEN OUT FOR EACH SUPPORTED ORGANIZATION. OTHER SUPPORT THE EXPENSES INCURRED BY MEDSTAR HEALTH, INC. THAT ARE REPORTED ON FORM 990, PART IX WERE EXPENDED TO PROVIDE SUPPORT AND MANAGEMENT TO ITS SUPPORTED ORGANIZATIONS.
SCHEDULE A, PART IV, SECTION D, LINE 3 THE OFFICERS/DIRECTORS OF THE SUPPORTED ORGANIZATIONS HAVE A CLOSE AND CONTINUOUS RELATIONSHIP WITH MEDSTAR HEALTH, INC., AND THUS A SIGNIFICANT VOICE. KEN SAMET, THE PRESIDENT/CEO OF MEDSTAR HEALTH, INC., SERVES ON THE BOARD OF DIRECTORS OF MANY OF MEDSTAR HEALTH INC.'S SUPPORTED ORGANIZATIONS. BECAUSE OF THIS, THE SUPPORTED ORGANIZATIONS ARE ABLE TO HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF MEDSTAR HEALTH AND IN DIRECTING THE USE OF ITS INCOME AND ASSETS.
SCHEDULE A, PART IV, SECTION E, LINE 3A MEDSTAR HEALTH, INC. HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF THE OFFICERS OR DIRECTORS OF EACH OF ITS SUPPORTED ORGANIZATIONS WITH THE EXCEPTION OF GEORGETOWN UNIVERSITY, GS HOUSING, INC., WOODBOURNE WOODS, INC., AND SUBURBAN/NRH MEDICAL REHABILITATION, INC. ONE OF ITS SUPPORTED ORGANIZATION MAY RECOMMEND PERSON(S) FOR MEMBERSHIP ON THE SUPPORTED ORGANIZATION'S GOVERNING BODY, BUT ANY SUCH RECOMMENDATION BY THE ORGANIZATION IS SUBJECT TO APPROVAL BY THE BOARD OF MEDSTAR HEALTH, INC.
SCHEDULE A, PART IV, SECTION E, LINE 3B AS A PARENT ORGANIZATION OF AN INTEGRATED HEALTH CARE SYSTEM, MEDSTAR HEALTH, INC. EXERCISES A SUBSTANTIAL DEGREE OF DIRECTION OVER THE POLICIES, PROGRAMS, AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. THE BYLAWS OF THESE SUPPORTED ORGANIZATIONS ARE SUBJECT TO CERTAIN RESERVED POWERS, WHICH PROVIDE THAT THE SOLE MEMBER OF THE ORGANIZATION MUST APPROVE CERTAIN DECISIONS, INCLUDING BUT NOT LIMITED TO MATTERS CONCERNING THE SALE OR PURCHASE OF REAL OR PERSONAL PROPERTY, CAPITAL BUDGETS, STRATEGIC PLANNING, INVESTMENTS, AND CORPORATE GOVERNANCE.
Schedule A (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
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
2023
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
MEDSTAR HEALTH INC
  		Employer identification number
52-2087445
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
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
MEDSTAR HEALTH INC
  		Employer identification number

52-2087445
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
MEDSTAR HEALTH INC
  		Employer identification number

52-2087445
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) (2023)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
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) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
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? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
679,009
j
Total. Add lines 1c through 1i ....................................................................................................
679,009
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
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
PART II-B, LINE 1: OTHER ACTIVITIES THE EXPENSES INCURRED BY THE ORGANIZATION FOR LOBBYING ACTIVITIES REFLECTS THE TOTAL EXPENDITURES FOR LOBBYING EFFORTS ON BEHALF OF SUBSTANTIALLY ALL SUBSIDIARIES AND AFFILIATES. THESE EXPENSES INCLUDED A PORTION OF THE COMPENSATION EXPENSE FOR SEVERAL EMPLOYEES IN THE GOVERNMENT AFFAIRS DEPARTMENT OF THE ORGANIZATION WHO ARE INVOLVED IN LOBBYING ACTIVITIES AS WELL AS THE AMOUNTS PAID TO OUTSIDE ADVOCACY AND CONSULTING GROUPS FOR THEIR LOBBYING ACTIVITIES ON BEHALF OF THE ORGANIZATION. THE LOBBYING WORK RELATED TO HEALTHCARE POLICY ISSUES AT THE FEDERAL LEVEL AS WELL AS WORK IN MARYLAND AND THE DISTRICT OF COLUMBIA. AMONG THE POLICY ISSUES ENCOMPASSED BY THE ORGANIZATION'S LOBBYING EFFORTS WERE HEALTH CARE COVERAGE FOR THE UNINSURED AND UNDER-INSURED, EMERGENCY PREPAREDNESS, REIMBURSEMENT POLICIES, EMPLOYMENT PRACTICES, HEALTH REFORM, AND OTHER KEY ISSUES.
Schedule C (Form 990) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
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)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
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 .....   1,164,963 1,164,963
b Buildings ....   1,786,948 969,682 817,266
c Leasehold improvements   18,218,629 11,621,952 6,596,677
d Equipment ....   24,388,121 21,000,777 3,387,344
e Other .....   20,152,619 576,620 19,575,999
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 31,542,249
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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
(A) PNC POOL AND OTHER UNR. FUNDS		 1,730,530,348 F

(B) INVESTMENT IN AFFILIATES		 438,776,367 F

(C) BOARD DESIGNATED/OTHER RESTR.		 54,625,313 F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 2,223,932,028
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
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)DEFERRED COMPENSATION ASSET 205,988,594
(2)OPERATING LEASE ASSET 47,106,836
(3)ESCROW/LT DEPOSITS 4,407,616
(4)CASH SURRENDER VALUE - INS 1,500,000
(5)WORKERS COMP FUNDS 1,532,189
(6)OTHER ASSETS 1,843,751
(7)COI DEBT SERVICE FUND 12
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 262,378,998
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  
PENSION LIABILITY 17,152,020
GU 2017 APA LT LIABILITY 84,927,194
DEFERRED COMPENSATION 207,084,621
OPERATING LEASE LIABILITY 54,493,933
PROFESSIONAL LIAB. IBNR 23,450,352
L/T LIABILITY - SWAP 235,970
OTHER LIABILITIES 61,830,034


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 449,174,124
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) 2022

Schedule D (Form 990) 2022
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
PART X, LINE 2: FIN 48 FOOTNOTE INCOME TAXES ARE ACCOUNTED FOR UNDER THE ASSET AND LIABILITY METHOD. DEFERRED TAX ASSETS AND LIABILITIES ARE RECOGNIZED FOR THE FUTURE TAX CONSEQUENCES ATTRIBUTABLE TO DIFFERENCES BETWEEN THE FINANCIAL STATEMENT CARRYING AMOUNTS OF EXISTING ASSETS AND LIABILITIES AND THEIR RESPECTIVE TAX BASES AND OPERATING LOSS AND TAX CREDIT CARRYFORWARDS. DEFERRED TAX ASSETS AND LIABILITIES ARE MEASURED USING ENACTED TAX RATES EXPECTED TO APPLY TO TAXABLE INCOME IN THE YEARS IN WHICH THOSE TEMPORARY DIFFERENCES ARE EXPECTED TO BE RECOVERED OR SETTLED. THE EFFECT ON DEFERRED TAX ASSETS AND LIABILITIES OF A CHANGE IN TAX RATES IS RECOGNIZED IN THE PERIOD THAT INCLUDES THE ENACTMENT DATE. ANY CHANGES TO THE VALUATION ALLOWANCE ON THE DEFERRED TAX ASSET ARE REFLECTED IN THE YEAR OF CHANGE. THE CORPORATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE FASB ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES. THERE WAS NO LIABILITY RECORDED FOR UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   299,490,628
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS   1,266,803
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 300,757,431
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 300,757,431
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
LEONARDTOWN GRANTS DBA AMPLIFY PHILANTHROPY
PO BOX 651
 
LEONARDTOWN, MD20650 		GRANTS CONSULTANT   No 12,965,943 869,136 12,096,807
 
THORN RUN PARTNERS LLC
100 M STREET SE SUITE 750
 
WASHINGTON, DC20003 		GRANTS CONSULTANT   No 7,667,873 240,900 7,426,973
 
SHEILA M WELLS DBA WELLS PHILANTHROPY
702 THRONWOOD COURT
 
TOWSON, MD21286 		GRANTS CONSULTANT   No 3,709,114 227,605 3,481,509
 
CHESAPEAKE MEDICAL COMMUNICATIONS LLC
MONICA MCCANN PO BOX 1393
 
ABINGDON, MD210096393 		GRANTS CONSULTANT   No 1,420,136 45,600 1,374,536
 
LISA RAYMOND
3901 FESSENDEN ST NW
 
WASHINGTON, DC20016 		GRANTS CONSULTANT   No 261,747 204,000 57,747
 
DIFFSTRAT COMPANIES INC
3950 RIVER RIDGE DRIVE NESTE A
 
CEDAR RAPIDS, IA52402 		EDUCATIONAL SESSIONS AT ENTITES FOR PHILANTHROPY STAFF, PHYS   No 0 35,000 -35,000
 
DEBBI KING
1706 SOUTH MAIN STREET
 
MT AIRY, MD21771 		RE DATA MANAGEMENT & VARIOUS PHILANTHROPY PROJECTS   No 0 33,609 -33,609
 
MPK&D
3114 HARFOD ROAD
 
HYDES, MD21082 		PHILANTHROPY WRITER AND DESIGNER   No 0 229,721 -229,721
 
WHISNANT STRATEGIES
4511 47 STREET NW
 
WASHINGTON, DC20016 		PHILANTHROPY CONSULTANT   No 0 57,200 -57,200
 
WEST WING WRITERS
1150 CONNECTICUT AVE NW SUITE 505
 
WASHINGTON, DC20036 		PHILANTHROPY WRITER AND DESIGNER   No 0 57,937 -57,937
Total . . . . . . . . . . . . . . . . . . . . right arrow 26,024,813 2,000,708 24,024,105
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
DC, MD
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
 
 
 
 

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE PROFESSIONAL FUNDRAISING EXPENSES INCURRED AT MEDSTAR HEALTH, INC. ARE FOR THE USE AND BENEFIT OF EACH HOSPITAL IN THE MEDSTAR SYSTEM.
Schedule G (Form 990) 2023
Additional Data


Software ID:  
Software Version:  

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

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
2023
Open to Public
Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number
52-2087445
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) GEORGETOWN UNIVERSITY
37TH AND O STREETS NW
WASHINGTON,DC20057 		53-0196603 501(C)(3) 14,419,384 0     SUPPORTING THE SCHOOL OF MEDICINE
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
1
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) 2023

Schedule I (Form 990) 2023
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)
(2)
(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
PART I, LINE 2: MEDSTAR'S GRANT MONITORING PROCEDURE BRINGS TOGETHER ALL KEY PERSONNEL INVOLVED IN THE GRANT AT THE ONSET OF THE AWARD TO DISCUSS MANAGEMENT, RESPONSIBILITIES, BUDGETS, AND REPORTING. THIS INITIAL MEETING IS DOCUMENTED AND DISBURSED TO ALL INVOLVED. THE ACTUAL GRANT MONITORING IS DONE BY THE HOSPITAL DEPARTMENT IMPLEMENTING THE GRANT. MEDSTAR CORPORATE'S GRANTS AND PHILANTHROPY DEPARTMENT ENSURES THAT EACH GRANT HAS A COST CENTER AND/OR GRANT ACCOUNT SET UP BASED ON THE TERMS OF THE GRANT AWARD. MEDSTAR CORPORATE'S GRANTS AND PHILANTHROPY DEPARTMENT ALSO TRACKS AND REMINDS HOSPITAL DEPARTMENTS WHEN PROGRESS REPORTS ARE DUE THROUGOUT THE LIFE OF THE GRANT.
Schedule I (Form 990) 2023



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
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) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
1KENNETH A SAMET
CEO AND PRESIDENT 		(i)

(ii)		 2,308,151
-------------
0 		3,403,165
-------------
0 		1,372,432
-------------
0 		68,539
-------------
0 		37,548
-------------
0 		7,189,835
-------------
0 		0
-------------
0
2M JOY DRASS MD
EVP 		(i)

(ii)		 1,560,255
-------------
0 		1,752,876
-------------
0 		1,015,000
-------------
0 		41,656
-------------
0 		27,732
-------------
0 		4,397,519
-------------
0 		0
-------------
0
3STEPHEN EVANS MD
EVP 		(i)

(ii)		 1,332,096
-------------
0 		1,494,079
-------------
0 		0
-------------
0 		21,798
-------------
0 		41,702
-------------
0 		2,889,675
-------------
0 		0
-------------
0
4SUSAN NELSON
EVP & CFO 		(i)

(ii)		 1,033,926
-------------
0 		1,173,331
-------------
0 		0
-------------
0 		9,150
-------------
0 		36,359
-------------
0 		2,252,766
-------------
0 		0
-------------
0
5OLIVER M JOHNSON II
EVP 		(i)

(ii)		 950,707
-------------
0 		1,090,261
-------------
0 		0
-------------
0 		9,150
-------------
0 		34,063
-------------
0 		2,084,181
-------------
0 		0
-------------
0
6ERIC WAGNER
EVP 		(i)

(ii)		 514,910
-------------
0 		958,232
-------------
0 		555,944
-------------
0 		9,150
-------------
0 		17,313
-------------
0 		2,055,549
-------------
0 		0
-------------
0
7MICHAEL SACHTLEBEN
SVP & COO, WASHINGTON REGION 		(i)

(ii)		 994,316
-------------
0 		947,575
-------------
0 		0
-------------
0 		24,673
-------------
0 		34,439
-------------
0 		2,001,003
-------------
0 		0
-------------
0
8DAVID H SONG MD
VP OF MEDICAL AFFAIRS & CMO 		(i)

(ii)		 1,651,964
-------------
0 		269,892
-------------
0 		0
-------------
0 		9,150
-------------
0 		23,928
-------------
0 		1,954,934
-------------
0 		0
-------------
0
9BRADLEY CHAMBERS
SVP & COO, BALITMORE REGION 		(i)

(ii)		 884,291
-------------
0 		796,873
-------------
0 		0
-------------
0 		25,052
-------------
0 		34,715
-------------
0 		1,740,931
-------------
0 		0
-------------
0
10LORETTA WALKER
SVP 		(i)

(ii)		 774,170
-------------
0 		869,261
-------------
0 		0
-------------
0 		9,150
-------------
0 		39,125
-------------
0 		1,691,706
-------------
0 		0
-------------
0
11LEIGH ANN CURL MD
DIRECTOR 		(i)

(ii)		 0
-------------
1,156,253 		0
-------------
381,469 		0
-------------
0 		0
-------------
9,150 		0
-------------
23,537 		0
-------------
1,570,409 		0
-------------
0
12SUSAN ECKERT
SVP & CHIEF NURSING OFFICE 		(i)

(ii)		 480,808
-------------
0 		475,690
-------------
0 		425,270
-------------
0 		41,316
-------------
0 		16,757
-------------
0 		1,439,841
-------------
0 		0
-------------
0
13CHRISTOPHER G KALHORN MD
DIRECTOR 		(i)

(ii)		 0
-------------
1,010,654 		0
-------------
157,267 		0
-------------
0 		0
-------------
9,150 		0
-------------
23,120 		0
-------------
1,200,191 		0
-------------
0
14ALLEN J TAYLOR MD
DIRECTOR 		(i)

(ii)		 0
-------------
730,657 		0
-------------
101,100 		0
-------------
0 		0
-------------
9,150 		0
-------------
2,157 		0
-------------
843,064 		0
-------------
0
15MICHAEL J CURRAN
FORMER EVP & CAO 		(i)

(ii)		 393,240
-------------
0 		228,361
-------------
0 		0
-------------
0 		0
-------------
0 		10,769
-------------
0 		632,370
-------------
0 		0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 SOCIAL CLUB DUES THE ORGANIZATION PAID SOCIAL CLUB DUES FOR ONE OF ITS OFFICERS DURING THIS YEAR. PARTICIPATION IN THESE ACTIVITIES BY THE OFFICER WAS FOR BUSINESS PURPOSES, AND HELPED THE ORGANIZATION FURTHER ITS EXEMPT PURPOSES.
SCHEDULE J, PART III DETAILED BELOW ARE SEVERAL ONE-TIME PAYMENTS TO CERTAIN EXECUTIVES RELATED TO VARIOUS RETIREMENT, RETENTION AND LONG-TERM INCENTIVE PLANS. THESE PLANS AND PAYMENTS ARE NOT A ROUTINE PART OF THE TYPICAL MEDSTAR EXECUTIVE COMPENSATION PROGRAM, AND SUPPORTED IMPORTANT OBJECTIVES OF OUR ORGANIZATION. MR. SAMET'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES A PAYMENT OF $1,372,432, WHICH REPRESENTS THE CASH VALUE OF THE SPLIT DOLLAR LIFE INSURANCE POLICY ASSIGNED TO MR. SAMET. ERIC WAGNER'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES $429,576 REPRESENTING SEVERANCE PAYMENTS RECEIVED BY MR.WAGNER. JOY DRASS' OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES $1,015,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT. SUSAN ECKERT'S OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III) INCLUDES $355,000 REPRESENTING A LONG-TERM RETENTION ARRANGEMENT.
Schedule J (Form 990) 2023

Additional Data


Software ID:  
Software Version:  

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
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number
52-2087445
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 DISTRICT OF COLUMBIA
  		53-6001131 2548393Y7 05-15-2008 283,137,423 CURRENT REFUND BOND ISSUED 1998 X     X   X
B MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218DY6 11-17-2011 47,805,502 CURRENT REFUND BANK DEBT X     X   X
C MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 571518DV2 11-17-2011 15,007,204 ADVANCE REFUND BOND ISSUED 2002   X   X   X
D MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218DY6 11-17-2011 15,206,131 CURRENT REFUND BOND ISSUED 2009 X     X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 999999999 06-27-2012 38,620,000 CURRENT REFUND BOND ISSUED 1998   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574128NS8 03-21-2013 75,951,460 HOSPITAL CAPITAL EXPENDITURES   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218NU2 03-21-2013 52,709,030 CURRENT REFUND BOND ISSUED 1998   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218PJ6 05-21-2013 159,366,620 ACQUISITION OF SOUTHERN MD HOSP   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218VB6 02-11-2015 410,753,755 REFUND BOND ISSUED 98, 04, 07   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 5742182R3 06-29-2017 427,566,974 SURG PAVILION AND HOSP EXPENSE   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 87,525,000 16,785,000 13,790,000 4,065,000
2 Amount of bonds legally defeased .............. 111,800,000 29,625,000   10,430,000
3 Total proceeds of issue .................. 283,137,423 47,805,502 15,007,304 15,206,131
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............   5,244,775    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,851,566 634,328 180,830 202,240
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   69,986,735   157,990,000
11 Other spent proceeds ............. 283,137,423 47,171,175 14,826,474 15,003,890
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 1998 2011 2003 2010
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 2020, a current refunding issue)? ........ 		X   X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X X     X
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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
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        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X          
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. 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          
c Are there any research agreements that may result in private business use of bond-financed property? .............   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?                
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 .... 1.180 % 0.050 %    
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 .........        
6 Total of lines 4 and 5 ............. 1.180 % 0.050 %    
7 Does the bond issue meet the private security or payment test? ...   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        
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          
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
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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 ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
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
PART II, COLUMN B (SET 2): LINES 3, 5, AND 10: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS.
PART II, COLUMN B (SET 3): LINES 3, 5, AND 10: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  


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
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number
52-2087445
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 DISTRICT OF COLUMBIA
  		53-6001131 2548393Y7 05-15-2008 283,137,423 CURRENT REFUND BOND ISSUED 1998 X     X   X
B MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218DY6 11-17-2011 47,805,502 CURRENT REFUND BANK DEBT X     X   X
C MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 571518DV2 11-17-2011 15,007,204 ADVANCE REFUND BOND ISSUED 2002   X   X   X
D MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218DY6 11-17-2011 15,206,131 CURRENT REFUND BOND ISSUED 2009 X     X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 999999999 06-27-2012 38,620,000 CURRENT REFUND BOND ISSUED 1998   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574128NS8 03-21-2013 75,951,460 HOSPITAL CAPITAL EXPENDITURES   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218NU2 03-21-2013 52,709,030 CURRENT REFUND BOND ISSUED 1998   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218PJ6 05-21-2013 159,366,620 ACQUISITION OF SOUTHERN MD HOSP   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218VB6 02-11-2015 410,753,755 REFUND BOND ISSUED 98, 04, 07   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 5742182R3 06-29-2017 427,566,974 SURG PAVILION AND HOSP EXPENSE   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 87,525,000 16,785,000 13,790,000 4,065,000
2 Amount of bonds legally defeased .............. 111,800,000 29,625,000   10,430,000
3 Total proceeds of issue .................. 283,137,423 47,805,502 15,007,304 15,206,131
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............   5,244,775    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,851,566 634,328 180,830 202,240
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   69,986,735   157,990,000
11 Other spent proceeds ............. 283,137,423 47,171,175 14,826,474 15,003,890
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 1998 2011 2003 2010
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 2020, a current refunding issue)? ........ 		X   X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X X     X
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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
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        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X          
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. 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          
c Are there any research agreements that may result in private business use of bond-financed property? .............   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?                
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 .... 1.180 % 0.050 %    
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 .........        
6 Total of lines 4 and 5 ............. 1.180 % 0.050 %    
7 Does the bond issue meet the private security or payment test? ...   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        
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          
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
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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 ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
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
PART II, COLUMN B (SET 2): LINES 3, 5, AND 10: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS.
PART II, COLUMN B (SET 3): LINES 3, 5, AND 10: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  


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
Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number
52-2087445
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 DISTRICT OF COLUMBIA
  		53-6001131 2548393Y7 05-15-2008 283,137,423 CURRENT REFUND BOND ISSUED 1998 X     X   X
B MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218DY6 11-17-2011 47,805,502 CURRENT REFUND BANK DEBT X     X   X
C MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 571518DV2 11-17-2011 15,007,204 ADVANCE REFUND BOND ISSUED 2002   X   X   X
D MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218DY6 11-17-2011 15,206,131 CURRENT REFUND BOND ISSUED 2009 X     X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 999999999 06-27-2012 38,620,000 CURRENT REFUND BOND ISSUED 1998   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574128NS8 03-21-2013 75,951,460 HOSPITAL CAPITAL EXPENDITURES   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218NU2 03-21-2013 52,709,030 CURRENT REFUND BOND ISSUED 1998   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218PJ6 05-21-2013 159,366,620 ACQUISITION OF SOUTHERN MD HOSP   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 574218VB6 02-11-2015 410,753,755 REFUND BOND ISSUED 98, 04, 07   X   X   X
MD HIGHER EDUCATIONAL FACILITIES AUTH
  		52-0936091 5742182R3 06-29-2017 427,566,974 SURG PAVILION AND HOSP EXPENSE   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired .................. 87,525,000 16,785,000 13,790,000 4,065,000
2 Amount of bonds legally defeased .............. 111,800,000 29,625,000   10,430,000
3 Total proceeds of issue .................. 283,137,423 47,805,502 15,007,304 15,206,131
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............   5,244,775    
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 2,851,566 634,328 180,830 202,240
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............   69,986,735   157,990,000
11 Other spent proceeds ............. 283,137,423 47,171,175 14,826,474 15,003,890
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 1998 2011 2003 2010
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 2020, a current refunding issue)? ........ 		X   X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........ 		  X   X X     X
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  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
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        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X          
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. 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          
c Are there any research agreements that may result in private business use of bond-financed property? .............   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?                
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 .... 1.180 % 0.050 %    
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 .........        
6 Total of lines 4 and 5 ............. 1.180 % 0.050 %    
7 Does the bond issue meet the private security or payment test? ...   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        
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          
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
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
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 ..........  
  		 
  		 
  		 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
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
PART II, COLUMN B (SET 2): LINES 3, 5, AND 10: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS.
PART II, COLUMN B (SET 3): LINES 3, 5, AND 10: INCLUDE PROCEEDS RECEIVED AT CLOSING PLUS INTEREST INCOME AND CHANGE IN FAIR MARKET VALUE OF THE UNDERLYING ASSETS, AS RECORDED ON ANNUAL TRUST STATEMENTS.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
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.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
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. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

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 ............... $  
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) 2023
Schedule L (Form 990) 2023
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) CERASOLI STAFFORD LLC DBA CSB IMPACT
  		SEE PART V 3,400,152 MARKETING AND MEDIA MANAGEMENT   No
(2) IRONMARK
  		SEE PART V 151,583 MARKETING SERVICES   No
(3) CROTHALL HEALTHCARE INC
  		SEE PART V 14,731,937 ENVIRONMENTAL SERVICES   No
(4) JACKSON LEWIS PC
  		SEE PART V 1,222,901 LEGAL SERVICES   No
(5) APPLE SIGNS INC
  		SEE PART V 272,124 SIGNAGE PRODUCTS   No
(6) VENABLE LLP
  		SEE PART V 859,590 LEGAL SERVICES   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
SCHEDULE L, PART IV THE FOLLOWING ARE SUBSTANTIAL CONTRIBUTORS (IN EXCESS OF $5,000) THAT ALSO PROVIDED SERVICES TO MEDSTAR HEALTH, INC. VALUED IN EXCESS OF $100,000: CERASOLI STAFFORD LLC, IRONMARK, CROTHALL HEALTHCARE, INC., JACKSON LEWIS P.C., APPLE SIGNS, INC., VENABLE, LLP, AND INDIVIDUAL SUBSTANTIAL CONTRIBUTORS. PER MEDSTAR'S CONFLICT OF INTEREST POLICY, THESE TRANSACTIONS ARE AT ARMS-LENGTH FOR FAIR MARKET VALUE.
Schedule L (Form 990) 2023


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
Return Reference Explanation
FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION . MEDSTAR HEALTH, INC. (MEDSTAR HEALTH) IS THE PARENT AND CONTROLLING ENTITY FOR AN $8.3 BILLION, NOT-FOR-PROFIT HEALTH SYSTEM DEDICATED TO CARING FOR PEOPLE IN MARYLAND AND THE WASHINGTON, D.C., REGION (COMPRISING BALTIMORE CITY; 12 COUNTIES IN MARYLAND; THE DISTRICT OF COLUMBIA; AND 12 COUNTIES IN NORTHERN VIRGINIA). THROUGH THE COMBINATION OF ACADEMIC MEDICINE, RESEARCH AND INNOVATION ACROSS A COMPREHENSIVE SPECTRUM OF CLINICAL SERVICES, MEDSTAR HEALTH'S MORE THAN 35,000 ASSOCIATES AND 4,000 AFFILIATED PHYSICIANS SERVE APPROXIMATELY 1,360,000 PATIENTS AND FAMILIES ANNUALLY. THROUGH MEDSTAR HEALTH HOSPITALS, OUTPATIENT FACILITIES, PHYSICIAN PRACTICES AND OTHER HEALTH-RELATED ENTITIES, PATIENTS AND FAMILIES HAVE ACCESS TO A BROAD CONTINUUM OF SERVICES INCLUDING: ACUTE, TRAUMA & SURGERY, ADULT BURN CARE, AMBULATORY & URGENT CARE, CLINICAL RESEARCH & INNOVATION, EMERGENCY SERVICES, HEALTH & WELLNESS SCREENINGS, HOME HEALTH, MANAGED CARE, MEDICAL EDUCATION, MEDICAL TRANSPORTATION, SKILLED NURSING FACILITY & SENIOR LIVING, PALLIATIVE CARE, PHARMACY, PHYSICAL THERAPY & REHABILITATION, PRIMARY, SPECIALTY & SURGICAL CARE, RADIATION & INFUSION THERAPY, AND TELEHEALTH. . AS THE MEDICAL EDUCATION AND CLINICAL PARTNER OF GEORGETOWN UNIVERSITY, MEDSTAR HEALTH HAS ONE OF THE LARGEST MEDICAL EDUCATION PROGRAMS IN THE COUNTRY WITH MORE THAN 1,100 MEDICAL RESIDENTS/FELLOWS AND TRAINS MORE THAN 1,015 NURSING RESIDENTS ANNUALLY. . MEDSTAR HEALTH OFFERS A MULTITUDE OF SPECIALTY SERVICES, LEADING THE MARKET ACROSS ITS STRATEGIC FOCUS AREAS IN HEART & VASCULAR, NEUROSCIENCES, TRANSPLANT, ORTHOPAEDICS, AND GASTROENTEROLOGY. ADDITIONAL SPECIALTY SERVICES INCLUDE PHYSICAL THERAPY & REHABILITATION, WOMEN'S HEALTH, BEHAVIORAL HEALTH, UROLOGY, DERMATOLOGY, DIABETES & ENDOCRINOLOGY, PRIMARY CARE, BARIATRICS, SPORTS MEDICINE, AND PLASTIC SURGERY. . MEDSTAR HEALTH RESEARCH INSTITUTE, THE RESEARCH ARM OF MEDSTAR HEALTH, RANKS IN THE TOP 20% OF RECIPIENTS OF RESEARCH FUNDING FROM THE FEDERAL GOVERNMENT (WITH APPROXIMATELY 1,000 OPEN CLINICAL RESEARCH STUDIES AND MORE THAN $70 MILLION IN EXTERNAL FUNDING), AND PROVIDES SCIENTIFIC, ADMINISTRATIVE AND REGULATORY SUPPORT FOR RESEARCH PROGRAMS THAT COMPLEMENT THE KEY CLINICAL SERVICES AND TEACHING PROGRAMS ACROSS MEDSTAR HEALTH. . IN FISCAL YEAR 2024, MEDSTAR HEALTH HOSPITALS HAD APPROXIMATELY 118,900 INPATIENT ADMISSIONS AND 6.1 MILLION OUTPATIENT VISITS THAT INCLUDED NEARLY 428,300 EMERGENCY DEPARTMENT VISITS. . OPERATING MEDSTAR HEALTH HOME CARE, THE LARGEST PROVIDER OF HOME CARE SERVICES ACROSS MARYLAND, WASHINGTON, D.C., AND NORTHERN VIRGINIA, APPROXIMATELY 315,400 VISITS WERE COMPLETED IN FISCAL YEAR 2024. . MEDSTAR FAMILY CHOICE, THE SYSTEM'S MEDICAID MANAGED CARE COMPANY, ENROLLED APPROXIMATELY 157,000 MEMBERS LIVING IN MARYLAND AND WASHINGTON, D.C., AS OF JUNE 30, 2024. . EXPANDED TELEHEALTH SERVICES, SUCH AS REMOTE PATIENT MONITORING, VIDEO AND PHONE PATIENT VISITS AND E-CONSULTATIONS, CONDUCTING MORE THAN 457,100 TELEHEALTH ENCOUNTERS IN FISCAL YEAR 2024. . AMERICAN NURSES CREDENTIALING CENTER (ANCC) RECOGNIZES MEDSTAR HEALTH HOSPITALS FOR NURSING EXCELLENCE WITH MAGNET AND PATHWAY TO EXCELLENCE DESIGNATIONS: - MEDSTAR GEORGETOWN UNIVERSITY HOSPITAL ACHIEVED MAGNET STATUS FIVE TIMES IN A ROW WITH MEDSTAR FRANKLIN SQUARE MEDICAL CENTER FOLLOWING CLOSELY, ACHIEVING MAGNET STATUS FOUR TIMES IN A ROW. - MEDSTAR HARBOR HOSPITAL, MEDSTAR MONTGOMERY MEDICAL CENTER AND MEDSTAR ST. MARY'S HOSPITAL RECEIVED THEIR FIRST MAGNET DESIGNATION IN 2024. - ONLY 249 OF 6,093 U.S. HOSPITALS HAVE PATHWAY TO EXCELLENCE DESIGNATIONS AND INCLUDE MEDSTAR SOUTHERN MARYLAND HOSPITAL CENTER AND MEDSTAR WASHINGTON HOSPITAL CENTER. MEDSTAR WASHINGTON HOSPITAL CENTER IS THE FIRST ACUTE CARE HOSPITAL IN WASHINGTON, D.C., TO ACHIEVE THIS RECOGNITION.
FORM 990, PART VI, SECTION B, LINE 11B PROCESS FOR REVIEWING FORM 990 THE PROCESS FOR REVIEWING THE FORM 990 INCLUDED EDUCATION AND TRANSPARENCY. SENIOR FINANCIAL EXECUTIVES, WORKING WITH INDEPENDENT OUTSIDE EXPERTS, THOROUGHLY REVIEWED FORM 990 AND ACCOMPANYING INSTRUCTIONS. IN ADDITION, SENIOR EXECUTIVES REVIEWED THE RELEVANT SECTIONS OF THE FORM 990 WITH THE FOLLOWING COMMITTEES OF THE ORGANIZATION'S GOVERNING BODY: FINANCE, AUDIT, GOVERNANCE, AND EXECUTIVE COMPENSATION. FOLLOWING THESE MEETINGS, THE GOVERNING BODY WAS PROVIDED A COPY OF THE FORM 990 IN ITS FINAL FORM AND GIVEN AN OPPORTUNITY TO PROVIDE ANY INPUT OR COMMENTS RELATING TO THE FORM 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST APPOINTMENT OF DIRECTORS TO THE MEDSTAR HEALTH, INC. BOARD (AND ITS SUBSIDIARIES) REQUIRE ALL NOMINATED DIRECTORS TO DISCLOSE THE EXISTENCE OF (OR POTENTIAL EXISTENCE OF) ANY TRANSACTIONS OR RELATIONSHIPS THAT WOULD CREATE A CONFLICT OF INTEREST PRIOR TO THEIR APPOINTMENT OR ELECTION. EACH DIRECTOR IS ALSO REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE TO DISCLOSE CONFLICTS AND HAS AN AFFIRMATIVE DUTY TO REPORT OBLIGATIONS IF THEY ARISE DURING THE BOARD YEAR. SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH, INC. BOARD OF DIRECTORS WHICH DETERMINES HOW THE CONFLICT SHOULD BE RESOLVED. ANNUAL DISCLOSURES - ALL OFFICERS, DIRECTORS, AND SENIOR MANAGERS. ALL OFFICERS, DIRECTORS AND SENIOR MANAGERS ARE REQUIRED, NOT LESS THAN ANNUALLY, TO COMPLETE A SURVEY OF QUESTIONS CONCERNING ANY TRANSACTIONS OR RELATIONSHIPS WHICH WOULD OR COULD REPRESENT A CONFLICT OF INTEREST. IN THE CASE OF DIRECTORS, SUCH DISCLOSURES (IF ANY) ARE REVIEWED BY THE GOVERNANCE COMMITTEE OF THE MEDSTAR HEALTH, INC. BOARD OF DIRECTORS WHICH DETERMINES HOW THE MATTER SHOULD BE RESOLVED. IN THE CASE OF OFFICERS AND SENIOR MANAGERS, THE CONFLICTS ARE REVIEWED BY THE APPROPRIATE SENIOR EXECUTIVE OR MANAGER. ANY CONFLICTS BY THE CEO ARE REVIEWED BY THE MEDSTAR HEALTH, INC. BOARD OF DIRECTORS. IN ADDITION, OFFICERS AND DIRECTORS OF MARYLAND HOSPITALS AND NURSING CENTERS ARE REQUIRED TO ANNUALLY DISCLOSE ADDITIONAL INFORMATION RELATING TO CONFLICTS OF INTEREST AND SUCH DISCLOSURES ARE REPORTED TO THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION (HSCRC).
FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION PROCESS THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF MEDSTAR HEALTH, INC. (THE "COMMITTEE") HAS OVERSIGHT OF THE EXECUTIVE COMPENSATION PROGRAM (THE "PROGRAM") OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES. TOTAL COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES OF MEDSTAR HEALTH, INC. AND ITS AFFILIATES ARE REVIEWED AND APPROVED BY THE COMMITTEE WITH ASSISTANCE AND GUIDANCE FROM AN INDEPENDENT THIRD PARTY ADVISOR. THE MEMBERS OF THE COMMITTEE ARE INDEPENDENT FROM ALL OF THE PARTICIPANTS IN THE PROGRAM. THE MAIN OBJECTIVE OF THE PROGRAM IS TO PROVIDE MARKET COMPETITIVE TOTAL COMPENSATION THAT IS INTERNALLY EQUITABLE AND HAS A STRONG PAY-FOR-PERFORMANCE LINKAGE. PERFORMANCE IS EVALUATED AT THE SYSTEM,OPERATING UNIT, AND INDIVIDUAL LEVELS. THE OVERALL TOTAL COMPENSATION PHILOSOPHY IS MANAGED AT THE 75TH PERCENTILE OF THE COMPETITIVE MARKET FOR COMPARABLE SIZE (NET REVENUE) AND TYPE (TAX-EXEMPT HEALTHCARE ORGANIZATIONS). WHERE APPROPRIATE, ADDITIONAL INDUSTRY DATA IS CONSIDERED (GENERAL BUSINESS AND/OR TAXABLE HEALTHCARE) FOR SELECTED POSITIONS THAT CAN BE RECRUITED FROM OR POTENTIALLY LOST TO THESE INDUSTRIES (E.G., INFORMATION TECHNOLOGY, FINANCE, ETC.). THE COMMITTEE HAS ENGAGED ERNST & YOUNG LLP ("E&Y") TO SERVE AS AN ADVISOR ON THE REASONABLENESS AND COMPETITIVENESS OF THE PROGRAM. IN DETERMINING REASONABLENESS AND COMPETITIVENESS, E&Y REVIEWS MARKET PRACTICES AND TRENDS, AND MAKES RECOMMENDATIONS RELATED TO THE PROGRAM. E&Y UTILIZES INFORMATION FROM CUSTOM SURVEYS, NATIONAL COMPENSATION SURVEYS, PROPRIETARY DATABASES, AND CLIENT EXPERIENCES TO DETERMINE ITS FINAL RECOMMENDATIONS. E&Y PRESENTS THEIR FINDINGS AND RECOMMENDATIONS TO THE COMMITTEE. THE COMMITTEE MAKES THE FINAL DECISIONS ON ALL OF THE COMPENSATION DETERMINATIONS OF THE PROGRAM. ALL DECISIONS MADE BY THE COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED.
FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENT AVAILABILITY MEDSTAR HEALTH POSTS ITS ANNUAL FINANCIAL AUDIT AND QUARTERLY FINANCIAL REPORTS TO THE ELECTRONIC MUNICIPAL MARKET ACCESS (EMMA) SYSTEM. THE ORGANIZATION ALSO E-MAILS ITS ANNUAL AND QUARTERLY DISCLOSURES TO HOLDERS OF THE COMPANY'S PUBLICLY TRADED DEBT. THE COMPANY'S GOVERNANCE DOCUMENTS AND CONFLICTS OF INTEREST POLICIES ARE AVAILABLE UPON REQUEST THROUGH ITS CORPORATE (OR AS APPLICABLE ENTITY) PUBLIC INFORMATION OFFICES.
PART VII, SECTION A COMPENSATION FROM RELATED ORGANIZATION ONE OF THE DIRECTORS LISTED ON PART VII, SECTION A RECEIVES COMPENSATION FROM GEORGETOWN UNIVERSITY, A RELATED ORGANIZATION. PLEASE SEE THE MOST RECENT FORM 990 FOR GEORGETOWN UNIVERSITY FOR ADDITIONAL INFORMATION.
FORM 990, PART IX, LINE 11G PURCHASED PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 16,296,089. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,296,089. CONSULTING FEES: PROGRAM SERVICE EXPENSES 5,446,593. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,446,593. SUBSIDY EXPENSE - INTERCOMPANY: PROGRAM SERVICE EXPENSES 5,264,927. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,264,927. MISC FIXED PURCH SRVCS: PROGRAM SERVICE EXPENSES 2,012,203. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,012,203. PROFESSIONAL FEES-OTHER: PROGRAM SERVICE EXPENSES 197,955. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,955. LAB SERVICES: PROGRAM SERVICE EXPENSES 263,614. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 263,614. TESTING & DIAGNOSTIC SERVICES: PROGRAM SERVICE EXPENSES 202,256. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,256. MEDICAL SERVICE FEES: PROGRAM SERVICE EXPENSES 159,218. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,218. PRINTING SERVICES: PROGRAM SERVICE EXPENSES 137,239. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 137,239. MISC FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 1,140,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,140,125.
FORM 990, PART XI, LINE 9: EQUITY TRANSFERS -64,776,578. ADD'L MIN PEN LIAB 48,148,524.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


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

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
MEDSTAR HEALTH INC
 
Employer identification number

52-2087445
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
(1) MEDSTAR SPORTSHEALTH LLC
10980 GRANTCHESTER WAY
COLUMBIA,MD21044
 HEALTHCARE MD 0 0 MEDSTHEALTH
 
(2) MEDSTAR LLC
10980 GRANTCHESTER WAY
COLUMBIA,MD21044
45-3113462 		SUPPORT ORG MD 0 0 MEDSTHEALTH
 
(3) MEDSTAR SOUTHERN MD MANAGEMENT LLC
10980 GRANTCHESTER WAY
COLUMBIA,MD21044
46-2700536 		SUPPORT ORG MD 0 0 MEDSTHEALTH
 






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)CHURCH HOME CORPORATION
10980 GRANTCHESTER WAY

COLUMBIA,MD21044
23-7374724 		MEDICAL FUND MD 501(C)(3) PF N/A
Yes
 
(2)FRANKLIN SQUARE HOSPITAL CENTER INC
9000 FRANKLIN SQUARE DRIVE

BALTIMORE,MD21237
52-0608007 		HOSPITAL MD 501(C)(3) 3 N/A
Yes
 
(3)HARBOR HOSPITAL INC
3001 SOUTH HANOVER STREET

BALTIMORE,MD21225
52-0491660 		HOSPITAL MD 501(C)(3) 3 N/A
Yes
 
(4)MONTGOMERY GENERAL HOSPITAL
18101 PRINCE PHILIP DRIVE

OLNEY,MD20832
52-0646893 		HOSPITAL MD 501(C)(3) 3 N/A
Yes
 
(5)THE GOOD SAMARITAN HOSPITAL OF MARYLAND
5601 LOCH RAVEN BLVD

BALTIMORE,MD21239
52-0591607 		HOSPITAL MD 501(C)(3) 3 N/A
Yes
 
(6)THE UNION MEMORIAL HOSPITAL
201 EAST UNIVERSITY PARKWAY

BALTIMORE,MD21218
52-0591685 		HOSPITAL MD 501(C)(3) 3 N/A
Yes
 
(7)MEDSTAR HEALTH RESEARCH INSTITUTE
108 IRVING STREET NW

WASHINGTON,DC20010
52-6056274 		HOSPITAL DC 501(C)(3) 4 N/A
Yes
 
(8)THE MEDSTAR-GEORGETOWN MEDICAL CENTER I
HOSPITAL ADMIN 1 MAIN BLDG

WASHINGTON,DC20007
52-2218584 		HOSPITAL DC 501(C)(3) 3 N/A
Yes
 
(9)WASHINGTON HOSPITAL CENTER CORPORATION
110 IRVING STREET NW

WASHINGTON,DC20010
52-1272129 		HOSPITAL DC 501(C)(3) 3 N/A
Yes
 
(10)HH MEDSTAR HEALTH INC
10980 GRANTCHESTER WAY

COLUMBIA,MD21044
52-1542230 		MEDICAL SVCS MD 501(C)(3) 12C III N/A
Yes
 
(11)MEDSTAR AMBULATORY SERVICES INC
10980 GRANTCHESTER WAY

COLUMBIA,MD21044
52-1132992 		ADMIN SVCS MD 501(C)(3) 12C III N/A
Yes
 
(12)BAY LIFE SERVICES INC
10980 GRANTCHESTER WAY

COLUMBIA,MD21044
52-1496539 		MENTAL HEALTH MD 501(C)(3) 10 N/A
Yes
 
(13)CHURCH HOME AND HOSPITAL OF THE CITY OF
10980 GRANTCHESTER WAY

COLUMBIA,MD21044
52-0591600 		MEDICAL FUND MD 501(C)(3) 12A I N/A
Yes
 
(14)GOOD SAMARITAN NURSING CENTER INC
5601 LOCH RAVEN BLVD

BALTIMORE,MD21239
52-1672866 		MEDICAL SVCS MD 501(C)(3) 10 N/A
Yes
 
(15)GS HOUSING INC
5601 LOCH RAVEN BLVD

BALTIMORE,MD21239
52-1481656 		ELDER HOUSING MD 501(C)(3) 10 N/A
Yes
 
(16)GS PROPERTIES INC
5601 LOCH RAVEN BLVD

BALTIMORE,MD21239
52-1429853 		ADMIN SVCS MD 501(C)(3) 12A I N/A
Yes
 
(17)MEDSTAR HEALTH VISITING NURSES ASSOCIATI
4061 POWDERMILL ROAD

CALVERTON,MD20705
53-0196597 		MEDICAL SVCS MD 501(C)(3) 10 N/A
Yes
 
(18)MEDSTAR VNA HEALTHCARE
4061 POWDERMILL ROAD SUITE 210

CALVERTON,MD20705
52-1458516 		MEDICAL SVCS MD 501(C)(3) 10 N/A
Yes
 
(19)MGH WOMEN'S BOARD
18101 PRINCE PHILIP DRIVE

OLNEY,MD20832
52-6039600 		FOUNDATION MD 501(C)(3) 12C III N/A
Yes
 
(20)NATIONAL REHABILITATION HOSPITAL
102 IRVING STREET NW

WASHINGTON,DC20010
52-1369749 		HOSPITAL DC 501(C)(3) 3 N/A
Yes
 
(21)NRH REGIONAL REHAB AT OLNEY INC
18101 PRINCE PHILIP DRIVE

OLNEY,MD20832
52-2310902 		MEDICAL SVCS MD 501(C)(3) 3 N/A
Yes
 
(22)SUBURBAN NRH MEDICAL REHABILITATION I
102 IRVING STREET NW

WASHINGTON,DC20010
52-1931151 		MEDICAL SVCS DC 501(C)(3) 3 N/A
Yes
 
(23)VNA INC
4061 POWDERMILL ROAD SUITE 21

CALVERTON,MD20705
52-1332411 		ADMIN SVCS MD 501(C)(3) 12A I N/A
Yes
 
(24)WOODBOURNE WOODS INC
5601 LOCH RAVEN BLVD

BALTIMORE,MD21239
52-2299070 		ELDER HOUSING MD 501(C)(3) 10 N/A
Yes
 
(25)HOSPICE OF ST MARY'S INC
PO BOX 527

LEONARDTOWN,MD20650
52-2153926 		SUPPORTNG ORG MD 501(C)(3) 12A I N/A
Yes
 
(26)ST MARY'S HOSPITAL OF ST MARY'S COUNTY
25500 POINT LOOKOUT ROAD

LEONARDTOWN,MD20650
52-0619006 		HOSPITAL MD 501(C)(3) 3 N/A
Yes
 
(27)MEDSTAR SOUTHERN MD HOSPITAL CENTER INC
7503 SURRATTS ROAD

CLINTON,MD20735
46-0726303 		HOSPITAL MD 501(C)(3) 3 N/A
Yes
 
(28)GEORGETOWN UNIVERSITY
37TH AND O STREETS NW

WASHINGTON,DC20057
53-0196603 		EDUCATION DC 501(C)(3) 2 N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) MEDSTAR SHAH MSO LLC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
46-2700536 		MGMT SVCS MD N/A
 N/A       No     No  
(2) 22590 SHADY COURT LLC

24035 THREE NOTCH ROAD
HOLLYWOOD,MD20636
47-3361777 		REAL ESTATE MD N/A
 N/A       No     No  
(3) 24035 THREE NOTCH ROAD LLC

24035 THREE NOTCH ROAD
HOLLYWOOD,MD20636
47-3375076 		REAL ESTATE MD N/A
 N/A       No     No  
(4) 37767 MARKET DRIVE LLC

37767 MARKET DRIVE
CHARLOTTE HALL,MD20622
 REAL ESTATE MD N/A
 N/A       No     No  
(5) 26840 POINT LOOKOUT ROAD LLC

24035 THREE NOTCH ROAD
HOLLYWOOD,MD20636
47-3393670 		REAL ESTATE MD N/A
 N/A       No     No  
(6) MONTGOMERY COMMUNITY MRI LP

4110 ASPEN HILL ROAD
ROCKVILLE,MD20853
52-1534253 		MRI SCREENING MD N/A
 N/A       No     No  
(7) PHYSIOTHERAPY ASSOCIATES NRH REHAB LLC

4714 GETTYSBURG ROAD
MECHANICSBURG,PA17055
52-2212036 		PHYSIOTHERAPY PA N/A
 N/A       No     No  
(8) PHYSICIAN IMAGING OF WASHINGTON HOSPITAL CENTER LLC

840 CRESCENT CENTRE DR
FRANKLIN,TN37067
56-2616090 		RADIOLOGY SVC TN N/A
 N/A       No     No  
(9) FRANKLIN IMAGING LLC

7253 AMBASSADOR RD
BALTIMORE,MD21244
52-1588688 		IMAGING MD N/A
 N/A       No     No  
(10) 10 ST PATRICK'S DRIVE LLC

10 ST PATRICKS DRIVE
WALDORF,MD20603
83-2261766 		REAL ESTATE MD N/A
 N/A       No     No  
(11) MEDSTAR ENDOSCOPY CTR AT LUTHERVILLELLC

1300 BELLONA AVE
LUTHERVILLE,MD21093
82-3193901 		SURGERY MD N/A
 N/A       No     No  
(12) CAPITAL ENDOSCOPY LLC

6475 NEW HAMPSHIRE AVE
HYATTSVILLE,MD20783
13-4244093 		SURGERY MD N/A
 N/A       No     No  
(13) 4240 ALTAMONT PLACE LLC

103 CENTENNIAL STREET SUITE K
LA PLATA,MD20646
86-1202310 		REAL ESTATE MD N/A
 N/A       No     No  
(14) MEDSTAR ENDOSCOPY CENTER-SILVER SPRING LLC

12002 VEIRS MILL ROAD
SILVER SPRING,MD20906
87-2341245 		SURGERY MD N/A
 N/A       No     No  
(15) MEDSTAR SURGERY CENTER 1 LLC

810 BESTGATE ROAD SUITE 300
ANNAPOLIS,MD21401
92-2094391 		SURGERY MD N/A
 N/A       No     No  
(16) MEDSTAR SURGERY CENTER AT BRANDYWINE LLC

13950 BRANDYWINE ROAD
BRANDYWINE,MD20613
82-0985178 		SURGERY MD N/A
 N/A       No     No  
(17) MEDSTAR SURGERY CENTER AT TIMONIUM LLC

2118 GREENSPRING DRIVE STE 300
TIMONIUM,MD21093
82-1874292 		SURGERY MD N/A
 N/A       No     No  
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) MEDSTAR PHARMACIES INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
52-1513056 		DRUG SALES MD N/A
 C         No
(2) EXTENCARE INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
52-1556228 		MEDICAL SVCS MD N/A
 C         No
(3) HELIX RESOURCES MANAGEMENT INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
52-1913070 		ADMIN SVCS MD N/A
 C         No
(4) HELIXCARE PROPERTIES LLC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
52-1966695 		MEDICAL SVCS MD N/A
 C         No
(5) PARKWAY VENTURES INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
52-1893569 		HOLDING CO. MD N/A
 C         No
(6) PHYSICIANS ADMINISTRATIVE SERVICES INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
23-7042074 		BILLING SVCS MD N/A
 C         No
(7) MEDSTAR FAMILY CHOICE INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
52-1995521 		MANAGED CARE MD N/A
 C         No
(8) MEDSTAR ENTERPRISES INC

4061 POWDERMILL ROAD SUITE 210
CALVERTON,MD20705
52-2139841 		ADMIN SERVICE MD N/A
 C         No
(9) SITEL INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
90-0753340 		EDUCATIONAL MD MEDSTAR HEALTH
  		C     100.000 % Yes  
(10) STAR BILLING INC

4061 POWDERMILL ROAD SUITE 210
CALVERTON,MD20705
52-1850113 		BILLING SVCS MD N/A
 C         No
(11) WASHINGTON RISK NETWORK MANAGEMENT INC

4061 POWDERMILL ROAD SUITE 210
CALVERTON,MD20705
52-2132677 		MEDICAL SVCS MD N/A
 C         No
(12) WASHINGTON HOSPITAL CENTER PHYSICIAN HOS

100 IRVING STREET NW
WASHINGTON,MD20010
52-1931000 		MEDICAL SVCS MD N/A
 C         No
(13) MEDSTAR PHYSICIAN PARTNERS INC

4061 POWDERMILL ROAD SUITE 210
CALVERTON,MD20705
52-2030809 		MEDICAL SVCS MD N/A
 C         No
(14) FRANKLIN SQUARE DRIVE LAND CONDO ASSOCIA

10980 GRANTCHESTER WAY
COLUMBIA,MD21044
76-0756352 		CONDOMINIUMS MD N/A
 C         No
(15) MGH DIVERSIFIED SERVICES INC

18101 PRINCE PHILIP DRIVE
OLNEY,MD20832
52-1943602 		MEDICAL SVCS MD N/A
 C         No
(16) ST MARY'S HEALTH ALLIANCE INC

25500 POINT LOOKOUT ROAD
LEONARDTOWN,MD20650
52-1930331 		MEDICAL SVCS MD N/A
 C         No
(17) GREENSPRING FINANCIAL INSURANCE LIMITED

878 WEST BAY RD PO BOX 1159
GRAND CAYMAN   KY1-1102
CJ
98-0188617 		INSURANCE CJ MEDSTAR HEALTH
  		C     100.000 % Yes  
(18) ST MARY'S CONDO ASSOCIATION

25500 POINT LOOKOUT ROAD
LEONARDTOWN,MD20650
27-3377216 		CONDOMINIUMS MD N/A
 C         No
(19) MEDSTAR HEALTH INC - INVESTMENT FUND I

103 SOUTH CHURCH ST
GRAND CAYMAN   KY1-1002
CJ
98-1310273 		INVESTMENTS CJ MEDSTAR HEALTH
  		C     100.000 % Yes  
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
 
No
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
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
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
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
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
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
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) FRANKLIN SQUARE HOSPITAL CENTER INC

 P 201,790,113 FMV
(2) HARBOR HOSPITAL INC

 P 62,435,193 FMV
(3) HH MEDSTAR HEALTH INC

 P 1,101,131,779 FMV
(4) MEDSTAR SOUTHERN MD HOSPITAL CENTER INC

 P 129,386,993 FMV
(5) THE GOOD SAMARITAN HOSPITAL OF MARYLAND INC

 P 75,831,125 FMV
(6) THE UNION MEMORIAL HOSPITAL

 P 178,124,369 FMV
(7) MEDSTAR HEALTH RESEARCH INSTITUTE

 P 16,868,306 FMV
(8) NATIONAL REHABILITATION HOSPITAL

 P 33,409,413 FMV
(9) ST MARY'S HOSPITAL OF ST MARY'S COUNTY INC

 P 72,538,262 FMV
(10) MONTGOMERY GENERAL HOSPITAL

 P 75,882,464 FMV
(11) WASHINGTON HOSPITAL CENTER CORPORATION

 P 613,103,881 FMV
(12) THE MEDSTAR-GEORGETOWN MEDICAL CENTER INC

 P 705,160,562 FMV
(13) VNA INC

 P 2,578,221 FMV
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


Software ID:  
Software Version: