2024-04-23T13:03:42-05:00 2023-06-30 440160260 FORVIS LLP 1410 SPRING HILL ROAD SUITE 500 TYSONS VA 221023056 990 2022-07-01 520619000 CALVERTHEALTH MEDICAL CENTER INC CALV 4105354000 100 HOSPITAL ROAD PRINCE FREDERICK MD 20678 JEREMY BRADFORD PRESIDENT & CEO 4105354000 2024-04-22 1 JEREMY BRADFORD 999009999 1 AMY BIBBY P00445891 7039700400 2024-04-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEREMY BRADFORD 100 HOSPITAL RD PRINCE FREDERICK MD 20678 154524062 0 X WWW.CALVERTHEALTHMEDICINE.ORG X 1918 MD CALVERTHEALTH MEDICAL CENTER PROVIDES QUALITY INPATIENT AND AMBULATORY HEALTH CARE TO THE PEOPLE OF SOUTHERN MARYLAND THAT IS ACCESSIBLE, COST-EFFECTIVE AND COMPASSIONATE. CHMC WORKS IN PARTNERSHIP WITH THE COMMUNITY TO IMPROVE THE HEALTH STATUS OF ITS MEMBERS. 17 12 1295 102 657700 0 1124164 760182 148576586 150611547 150684 947111 1794919 2205222 151646353 154524062 0 0 0 0 77550723 83093321 0 0 0 68854000 77679670 146404723 160772991 5241630 -6248929 154534269 143295217 89010741 86004034 65523528 57291183 X CALVERTHEALTH MEDICAL CENTER PROVIDES QUALITY INPATIENT AND AMBULATORY HEALTH CARE TO THE PEOPLE OF SOUTHERN MARYLAND THAT IS ACCESSIBLE, COST-EFFECTIVE AND COMPASSIONATE. CHMC WORKS IN PARTNERSHIP WITH THE COMMUNITY TO IMPROVE THE HEALTH STATUS OF ITS MEMBERS. 0 0 138425545 151780513 CALVERTHEALTH MEDICAL CENTER'S MISSION IS FOR THE CHARITABLE PURPOSE OF PROVIDING SAFE, HIGH QUALITY INPATIENT AND AMBULATORY HEALTH CARE SERVICES TO THE CITIZENS OF SOUTHERN MARYLAND THAT IS ACCESSIBLE, COST EFFECTIVE AND COMPASSIONATE. THE HOSPITAL WORKS IN PARTNERSHIP WITH THE COMMUNITY TO IMPROVE THE HEALTH STATUS OF ITS MEMBERS. THE HOSPITAL PROVIDES MEDICAL SERVICES TO PATIENTS REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. IN FY 2023, THE HOSPITAL SERVED 5,823 INPATIENTS, 29,155 OUTPATIENTS AND PROVIDED 31,285 EMERGENCY ROOM VISITS. IN ADDITION TO THE INPATIENTS SERVED, THE HOSPITAL ALSO TREATED 2,948 MEDICAL OBSERVATION PATIENTS. FOR FY 2023, THE HOSPITAL FILED WITH THE STATE OF MARYLAND A COMMUNITY BENEFIT REPORT THAT DOCUMENTED $8,431,523 IN COMMUNITY BENEFIT PROVIDED BY CALVERTHEALTH MEDICAL CENTER. THE COMMUNITY BENEFIT REPORT IS AVAILABLE UPON REQUEST. ALL FINANCIAL SURPLUSES THE HOSPITAL GENERATES ARE USED EXCLUSIVELY TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATION. THE HOSPITAL IS GOVERNED BY A COMMUNITY BOARD COMPRISED OF CIVIC LEADERS THROUGHOUT CALVERT COUNTY WHO ARE COMMITTED TO AND REPRESENT THE HEALTHCARE NEEDS OF THE COMMUNITY. THE HOSPITAL IN FY 2023 PROVIDED $2,757,101 IN CHARITY CARE TO RESIDENTS WHO WERE UNABLE TO PAY FOR THOSE SERVICES AND MET ELIGIBILITY CRITERIA. THE HOSPITAL, AS A SOLE COMMUNITY PROVIDER, PROVIDES ESSENTIAL HEALTHCARE SERVICES SUCH AS OBSTETRICS, PSYCHIATRY (BOTH INPATIENT AND OUTPATIENT), EMERGENCY SERVICES, URGENT CARE AND LONG-TERM CARE THAT OTHERWISE WOULD NOT BE PROVIDED WITHIN CALVERT COUNTY OR WOULD HAVE TO BE PROVIDED BY THE GOVERNMENT. MANY OF THESE SERVICES BY THEIR NATURE ARE UNPROFITABLE SERVICES DUE TO THEIR HIGH COST AND LOW REIMBURSEMENT. THESE SERVICES WOULD NOT BE PROVIDED IF THE HOSPITAL DID NOT STEP IN TO PROVIDE THEM. 138425545 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 112 0 1 1295 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MD X CAROLYN HEITHAUS 4105358241 100 HOSPITAL ROAD PRINCE FREDERICK MD 20678 BUTTERS ANTHONY DIRECTOR 2.00 1.00 X 0 0 0 CHOI CHANG MD PHYSICIAN 40.00 1.00 X 0 0 0 DABULIS STEPHANIE MD PHYSICIAN/EX-OFFICIO 40.00 1.00 X 0 0 0 DICKINSON KATHY DIRECTOR 2.00 1.00 X 0 0 0 EHRMANTRAUT WILFRED MD PHYSICIAN/EX-OFFICIO 1.00 1.00 X 0 528382 60733 FOSTER SAMUEL MD PHYSICIAN 4.00 1.00 X 0 0 0 GARCIA CHRISTOPHER DIRECTOR 4.00 1.00 X 0 0 0 GARDNER BARBARA DIRECTOR/ TREASURER 44.00 4.00 X X 0 0 0 HARKINS GAIL DIRECTOR/EX-OFFICIO 4.00 2.50 X 0 0 0 NAZZARO SAM G DIRECTOR 6.00 1.00 X 0 0 0 OBRIEN KAREN J DIRECTOR / SECRETARY 2.00 3.00 X X 0 0 0 PARRAN WILSON H DIRECTOR 1.00 1.00 X 0 0 0 REEVES SCOTT DIRECTOR 1.00 3.00 X 0 0 0 SHOWALTER SALLY DIRECTOR 1.50 1.00 X 0 0 0 SHOWERS DAVID G DIRECTOR / CHAIRPERSON 4.00 8.00 X X 0 0 0 WOLFLEY TERRI DIRECTOR / VICE CHAIRPERSON 17.00 3.00 X X 0 0 0 FUNN MALCOM DIRECTOR - DECEASED 7/26/22 1.00 1.00 X 0 0 0 TEAGUE DEAN CEO - RETIRED 2/23 40.00 8.00 X X 981444 0 187831 BRADFORD JEREMY CEO - START 3/1/23 40.00 8.00 X X 0 0 0 BLADEN ANTHONY M COO 40.00 5.00 X 593008 0 97840 COUCHMAN DIANE M VP - CNO/CLINICAL SERVICES 40.00 5.00 X 289886 0 59983 HALL MELISSA K VP - CNO/CLINICAL SERVICES 40.00 5.00 X 284325 0 26241 HEITHAUS CAROLYN M VP FINANCE & CFO 40.00 8.00 X 634766 0 94046 GARCIA-VALLE JOSEPH P CHIEF COMPLIANCE COUNSEL 40.00 5.00 X 241827 0 27328 HEDDERICH NICOLE M AVP QUALITY & RISK MANAGEMENT 40.00 5.00 X 230819 0 27011 JOHNSON THERESA L VP, BRAND STRATEGY AND PHILANTHROPY 40.00 5.00 X 261412 0 52261 SWEENEY KASIA A VP - STRATEGY & MARKETING 40.00 5.00 X 251220 0 50964 TSANGARIS THEODORE MD VP - MEDICAL AFFAIRS 40.00 40.00 X 497831 0 66952 HARRER KARA A AVP ANCILLARY OPERATIONS 40.00 5.00 X 207667 0 27651 GLOGGNER PETER VP - HUMAN RESOURCES - LEFT 12/13/22 40.00 5.00 X 278834 0 63306 LANHAM KATHLEEN CHARGE NURSE 40.00 X 209044 0 32550 PELLEGRINO RICHARD T DIRECTOR, FINANCIAL PLANNING & REIMBURSEMENT 40.00 X 186986 0 14280 DALEY FRANKLIN S DIRECTOR PLANT OPERATIONS 40.00 X 182121 0 25980 CARROLL TERESA L CHARGE NURSE 40.00 X 171853 0 39271 MOORE KATHY K DIRECTOR, INPATIENT REHAB SERVICES - LEFT 10/28/22 40.00 X 169025 0 28934 5672068 528382 983162 141 0 1 0 MDICS AT CALVERT LLC 7250 PARKWAY DRIVE SUITE 500 HANOVER MD 21076 MEDICAL SERVICES 2425027 COMPUTER DESIGN & INTEGRATION LLC CDI 696 US RT 46 WEST TETERBORO NJ 07608 COMPUTER CONSULTING 2007767 BENERATION 2124 RACE ST GROUND FLOOR PHILADELPHIA PA 19103 HEALTH BENEFITS 1895256 WELLTOWER INC WELLTOWER OM GROUP LLC 29126 NETWORK PLACE CHICAGO IL 606731291 SPACE RENTAL 934668 CALVERT INTERNAL MEDICINE GROUP PA 985 PRINCE FREDERICK BLVD SUITE 20 PRINCE FREDERICK MD 206784054 MEDICAL SERVICES 524889 13 496122 264060 760182 INPATIENT REVENUE 621110 61444863 61444863 OUTPATIENT REVENUE 621110 60513349 60513349 EMERGENCY REVENUE 621110 28019156 28019156 CARES ACT PROVIDER RELIEF FUNDING 621110 634179 634179 150611547 120931 120931 378466 0 378466 378466 378466 824374 1806 0 0 824374 1806 826180 826180 CAFETERIA SALES 722514 537202 537202 CC TREATMENT FACILITY MEALS 624210 378277 378277 BUILDING SERVICES FEES 811000 251528 251528 659749 631854 27895 1826756 154524062 151780603 657700 1325577 X 4887825 4887825 64700303 59915378 4784925 2151069 1852070 298999 6339899 5458653 881246 5014225 4317248 696977 226425 226425 210943 210943 20320666 17872668 2447998 233356 200920 32436 5139281 4424921 714360 2589551 2229603 359948 4480230 3857478 622752 135148 116362 18786 190936 164396 26540 932930 803253 129677 10267231 5258119 5009112 1655848 1425685 230163 MEDICAL SUPPLIES 25769544 25769544 REPAIRS AND MAINTENANCE 5460829 4701774 759055 BAD DEBT EXPENSE 66752 57473 9279 160772991 138425545 22347446 0 17770586 5947880 1240613 398562 13511699 15896236 255522 266881 3039898 2864110 3022662 3829138 230843642 141808286 90782725 89035356 735035 816889 268961 273961 10705619 11348314 13200949 12617890 154534269 143295217 20576416 20829883 80000 75000 16871396 15846901 32939000 32380750 18543929 16871500 89010741 86004034 X 62791417 54510103 2732111 2781080 65523528 57291183 154534269 143295217 X -6248929 -1983416 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5239640 5239640 95877605 55129562 40748043 2560559 2591101 -30542 116399264 81195203 35204061 10766574 2892420 7874154 89035356 INVESTMENT IN FREESTATE 33875 F INVESTMENT IN CPHA 4282613 F INVESTMENT IN FOUNDATION 6343362 F INVESTMENT IN CHOICEONE 688464 F 11348314 LT BOND FINANCING COSTS 91784 OTHER RECEIVABLES 1430788 GOODWILL 15000 MALPRACTICE INS RECOVERY 4916856 DUE FROM RELATED PARTIES 38586 RIGHT OF USE ASSET 6124876 12617890 EXECUTIVE 457B 457F PLANS 816890 ADVANCES FROM THIRD PARTIES 3429645 ACCRUED PENSION COSTS 690710 PROFESSIONAL LIABILITY 5941590 OTHER LIABILITIES 3452884 CAPITAL LEASE LIABILITY 2539781 16871500 X PART X, LINE 2: THE MEDICAL CENTER IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AS A PUBLIC CHARITY. THE MEDICAL CENTER IS ENTITLED TO RELY ON THIS DETERMINATION AS LONG AS THERE ARE NO SUBSTANTIAL CHANGES IN ITS CHARACTER, PURPOSES, OR METHODS OF OPERATION. MANAGEMENT HAS CONCLUDED THAT THERE HAVE BEEN NO SUCH CHANGES AND, THEREFORE, THE MEDICAL CENTER'S STATUS AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAXATION REMAINS IN EFFECT. THE STATE IN WHICH THE MEDICAL CENTER OPERATES ALSO PROVIDES GENERAL EXEMPTION FROM STATE INCOME TAXATION FOR ORGANIZATIONS THAT ARE EXEMPT FROM FEDERAL INCOME TAXATION. HOWEVER, THE MEDICAL CENTER IS SUBJECT TO BOTH FEDERAL AND STATE INCOME TAXATION AT CORPORATE TAX RATES ON ITS UNRELATED BUSINESS INCOME. EXEMPTION FROM OTHER STATE TAXES, SUCH AS REAL AND PERSONAL PROPERTY TAXES, IS SEPARATELY DETERMINED. THE MEDICAL CENTER HAD NO UNRECOGNIZED TAX BENEFITS OR SUCH AMOUNTS WERE IMMATERIAL DURING THE PERIODS PRESENTED. FOR TAX PERIODS WITH RESPECT TO WHICH NO UNRELATED BUSINESS INCOME WAS RECOGNIZED, NO TAX RETURN WAS REQUIRED. MANAGEMENT HAS ALSO CONSIDERED THE IMPACT OF UNRELATED BUSINESS ACTIVITIES AND HAS CONCLUDED THAT THE MEDICAL CENTER IS NOT SUBJECT TO UNRELATED BUSINESS TAX OR ANY OTHER TAXES THAT COULD BE IMPOSED BY THE IRC OR STATE TAXING AUTHORITIES. AS SUCH, NO PROVISION IS MADE FOR INCOME TAXES AND NO ASSET OR LIABILITY HAS BEEN RECOGNIZED FOR DEFERRED TAXES. 1 1 1 X 1 X 500.000000000000 1 1 1 0 1 1 2324016 2324016 0.01450 2324016 2324016 0.01450 731209 23932 707277 0.00440 96981 96981 0.00060 7029194 2260286 4768908 0.02970 27976 27976 0.00020 7885360 2284218 5601142 0.03490 10209376 2284218 7925158 0.04940 1870 1870 0.00000 12325 0 12325 0.00010 3202 3202 0.00000 12892 12892 0.00010 42994 42994 0.00030 0 73283 73283 0.00050 1 1075964 906930 65337511 57037172 8300339 X 1 1 1 1 CALVERTHEALTH MEDICAL CENTER INC 100 HOSPITAL ROAD PRINCE FREDERICK MD 20678 WWW.CALVERTHEALTHMEDICINE.ORG 04-001 X X X CALVERTHEALTH MEDICAL CENTER INC 1 0 0 1 X X X X X X X 20 1 0 1 1 X HTTPS://WWW.CALVERTHEALTHMEDICINE.ORG/PRIORITY-HEALTH-NEEDS 1 20 1 HTTPS://WWW.CALVERTHEALTHMEDICINE.ORG/PRIORITY-HEALTH-NEEDS 0 1 X 200.000000000000 500.000000000000 X X X X 1 1 X X X X 1 X HTTPS://WWW.CALVERTHEALTHMEDICINE.ORG/FINANCIAL-ASSISTANCE X HTTPS://WWW.CALVERTHEALTHMEDICINE.ORG/FINANCIAL-ASSISTANCE X HTTPS://WWW.CALVERTHEALTHMEDICINE.ORG/FINANCIAL-ASSISTANCE X X X X X X 1 X 0 X X X X 1 X 0 0 CALVERTHEALTH MEDICAL CENTER, INC. PART V, SECTION B, LINE 5: FACILITY CONDUCTED A COMMUNITY WIDE ONLINE SURVEY AND CONDUCTED KEY INFORMANT INTERVIEW. CALVERTHEALTH MEDICAL CENTER, INC. PART V, SECTION B, LINE 6B: THE HOSPITAL COLLABORATED WITH A NUMBER OF KEY INFORMANT ORGANIZATIONS WITHIN THE COMMUNITY IN DEVELOPING THE HOSPITAL'S CHNA. NINE INDIVIDUALS AGREED TO PARTICPATE AS KEY INFORMANTS AND REPRESENTED THE FOLLOWING ORGANZIATIONS:CALVERT COUNTY HEALTH DEPARTMENTPRINCE FREDERICK, MDCALVERT COUNTY GOVERNMENTPRINCE FREDERICK, MDCALVERT COUNTY LIBRARYPRINCE FREDERICK, MDCALVERT COUNTY GOVERNMENT OFFICE OF AGINGPRINCE FREDERICK, MD CALVERT COUNTY PARKS AND RECREATIONPRINCE FREDERICK, MDCALVERT COUNTY SHERIFF'S DEPARTMENTPRINCE FREDERICK, MDLOCAL BEHAVIORAL HEALTH AUTHORITYPRINCE FREDERICK, MDNAACPPRINCE FREDERICK, MDST. JOHN VIANNEY CATHOLIC CHURCHPRINCE FREDERICK, MD CALVERTHEALTH MEDICAL CENTER, INC. PART V, SECTION B, LINE 11: SEE IMPLEMENTATION STRATEGY ON WEBSITE. CALVERTHEALTH MEDICAL CENTER, INC. PART V, SECTION B, LINE 13B: THE FACILITY USES THE FPG IN ADDITION TO STATE MANDATED ASSISTANT PROGRAMS, WHICH ARE HSCRC STATE MANDATED PROGRAMS. PART V, SECTION B, LINE 22: PURSUANT TO THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) ALL-PAYOR SYSTEM FOR HOSPITALS IN THE STATE OF MARYLAND, THE GREATEST DISCOUNT OFF OF GROSS CHARGES FOR THE PROVISION OF EMERGENCY AND OTHER MEDICALLY NECESSARY CARE PERMITTED TO ANY COMMERCIAL INSURER OR MEDICARE IS ONLY 6%. AS A RESULT, THE HOSPITAL FACILITY WAS ABLE TO DETERMINE THAT THE MAXIMUM AMOUNT CHARGED TO INDIVIDUALS THAT WERE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL FACILITY'S FINANCIAL ASSISTANCE POLICY WAS NOT GREATER THAN THE AMOUNT GENERALLY BILLED TO INDIVIDUALS WHO HAVE INSURANCE COVERING SUCH CARE. 4 1 - CALVERTHEALTH OUTPATIENT REHABILITATION 130 HOSPITAL ROAD SUITE 103 PRINCE FREDERICK MD 20678 OUTPATIENT REHAB 2 - CALVERTHEALTH OUTPATIENT REHABILITATION 10845 TOWN CENTER BLVD SUITE 100 DUNKIRK MD 20754 OUTPATIENT REHAB 3 - CALVERTHEALTH OUTPATIENT REHABILITATION 14090 HG TRUEMAN ROAD SUITE 1500 SOLOMONS MD 20688 OUTPATIENT REHAB 4 - SHELDON E GOLDBERG CTR FOR BREAST CARE 130 HOSPITAL ROAD SUITE 201 PRINCE FREDERICK MD 20678 OUTPATIENT CLINIC PART I, LINE 3C: FINANCIAL NEED WILL BE DETERMINED IN ACCORDANCE WITH THE FOLLOWING PROCEDURES:A) AN APPLICATION PROCESS, IN WHICH THE PATIENT OR THE PATIENT'S GUARANTOR ARE REQUIRED TO COOPERATE AND SUPPLY PERSONAL, FINANCIAL AND OTHER INFORMATION AND DOCUMENTATION RELEVENT TO MAKING A DETERMINATION OF FINANCIAL NEED. THE APPLICATION FORM IS THE MARYLAND STATE UNIFORMFINANCIAL ASSISTANCE APPLICATION.B) THE USE OF EXTERNAL PUBLICALLY AVALIABLE DATA SOURCES THAT PROVIDE INFORMATION ON A PATIENT'S OR A PATIENT'S GUARANTOR'S ABILITY TO PAY (SUCH AS CREDIT SCORING).C) REASONABLE EFFORTS BY THE HOSPITAL TO EXPLORE APPROPRIATE ALTERNATIVE SOURCES OF PAYMENT AND COVERAGE FROM PUBLIC AND PRIVATE PAYMENT PROGRAMS.D) TAKING INTO ACCOUNT THE PATIENT'S AVAILABLE ASSETS AND ALL OTHER FINANCIAL RESOURCES AVAILABLE TO THE PATIENT.E) A REVIEW OF THE PATIENT'S OUTSTANDING ACCOUNTS RECEIVABLE FOR PRIOR SERVICES RENDERED AND THE PATIENT'S PAYMENT HISTORY.F) SELF-PAY ACCOUNTS AND SELF-PAY BALANCES ARE SCRUBBED USING EXTERNAL SOFTWARE TO DETERMINE A PATIENT'S ASSETS, FEDERAL POVERTY LEVEL, AND ENROLLMENT IN ANY OF THE STATE FUNDED ASSISTANCE PROGRAMS DETERMINED BY THE HEALTH SERVICES COST REVIEW COMMISSION. IT IS PREFERRED BUT NOT REQUIRED THAT A REQUEST FOR FINANCIAL ASSISTANCE AND A DETERMINATION OF FINANCIAL NEED OCCUR PRIOR TO THE RENDERING OF SERVICES. HOWEVER, THE DETERMINATION MAY BE DONE AT ANY POINT IN THE COLLECTION CYCLE. THE NEED FOR PAYMENT ASSISTANCE SHALL BE RE-EVALUATEDAT EACH SUBSEQUENT TIME OF SERVICES IF THE LAST FINANCIAL EVALUATION WAS COMPLETED MORE THAN SIX MONTHS PRIOR, OR AT ANY TIME ADDITIONAL INFORMATION RELEVENT TO THE ELIGIBILITY OF THE PATIENT FOR FINANCIAL ASSISTANCE BECOMES KNOWN.CALVERTHEALTH MEDICAL CENTER (CHMC) PERFORMS REASONABLE COLLECTION EFFORTS AS DEFINED IN THEIR PRIVATE PAY COLLECTIONS POLICY BY SENDING PATIENTS THAT HAVE NOT YET QUALIFIED UNDER THE HOSPITAL'S FINANCIAL POLICY AT LEAST THREE STATEMENTS. PATIENTS MAY ALSO RECEIVE PHONE CALLS REMINDING THEM A BALANCE IS DUE. UNPAID PATIENT ACCOUNTS ARE SENT A PRE-BAD DEBT LETTER AFTER 90 DAYS. PRIOR TO TRANSFERRING ACCOUNTS TO AN EXTERNAL COLLECTION AGENCY OR UNDERTAKING ANY OTHER COLLECTION ACTIONS, THE ACCOUNTS ARE BATCHED AND SCREENED FOR THE PATIENT'S ABILITY TO PAY AGAINST THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY STANDARDS WITHIN SEARCH AMERICA. ANY PATIENTS WHO'S FINANCIAL CONDITIONS QUALIFY FOR FINANCIAL ASSISTANCE PER THE SOFTWARE'S SEARCH ARE IMMEDIATELY APPROVED BY THE HOSPITAL FOR CHARITY CARE AND ALL COLLECTION EFFORTS ARE IMMEDIATELY CEASED. PART I, LINE 5A AND 5B: CHMC OFFERS FREE OR DISCOUNTED CARE TO PATIENTS WHO ARE UNABLE TO PAY FOR THEIR SERVICES AND MEET THE ELIGIBILITY CRITERIA REGARDLESS OF THE AMOUNT BUDGETED FOR FINANCIAL ASSISTANCE IN THE HOSPITAL'S ANNUAL OPERATING PLAN. PART I, LINE 6A, 6B: MARYLAND'S HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) REQUIRES ALL MARYLAND HOSPITALS TO COMPLETE AND SUBMIT A COMMUNITY BENEFITS REPORT ANNUALLY. THE HSCRC IS RESPONSIBLE FOR COLLECTING THE DATA FROM THE INDIVIDUAL HOSPITALS AND COMPILING A STATEWIDE DOCUMENT THAT CONTAINS SUMMARY INFORMATION AS WELL AS INDIVIDUAL HOSPITAL REPORTS. THE STATEWIDE DOCUMENT IS MADE AVAILABLE TO THE PUBLIC ON THE HSCRC'S WEBSITE. PART I, LINE 7A&B, COLUMNS C, D, E AND F: MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) DETERMINES PAYMENT THROUGH A RATE SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. THE EXCEPTION TO THIS IS THE IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT. IN RECENT YEARS, THE STATE OF MARYLAND HAS CLOSED FISCAL GAPS IN THE STATE MEDICAID BUDGET BY ASSESSING HOSPITALS THROUGH THE RATE SETTING SYSTEM. PART I, LINE 7G: SUBSIDIZED HEALTH SERVICES INCLUDE THE FOLLOWING NON-PHYSICIAN CLINICS: GYN-ONCOLOGY CLINIC, PEDIATRIC ORTHOPEDIC CLINIC AND SPINE CLINIC. COSTS ATTRIBUTABLE TO THE CLINICS TOTALED $923,618. THESE SERVICES WOULD LIKELY NOT BE UNDERTAKEN IN THE COMMUNITY IF NOT PROVIDED BY CHMC. AS A RESULT CHMC HAS IDENTIFIED A COMMUNITY NEED FOR THE PROVISION OF THESE SERVICES. PART I, LINE 7: THE COSTING METHODOLOGY USED TO CALCULATE AMOUNTS REPORTED IN LINE 7 WAS A COST-TO-CHARGE RATIO DERIVED FROM WORKSHEET 2, RATIO OF PATIENT CARE COST-TO-CHARGES. PART III, LINE 2: A PROCEDURE SIMILAR TO THAT USED TO DETERMINE CONTRACTUAL ALLOWANCES IS USED TO DETERMINE THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. HISTORICAL COLLECTIONS DATA, FROM THE SAME PERIODS AS USED IN THE CONTRACTUAL PROCEDURES, IS USED TO DETERMINE COLLECTIONS PERCENTAGES BY SERVICE LINE (IN-PATIENT, OUT-PATIENT, UNREGULATED, ETC.) PER AGING CATEGORY. THOSE PERCENTAGES ARE THEN APPLIED TO THE OUTSTANDING AR TO DETERMINE THE AMOUNTS LIKELY COLLECTIBLE AND UNCOLLECTIBLE. THE AMOUNT DETERMINED UNLIKELY TO BE COLLECTED IS PLACED TO THE ALLOWANCE.CALVERT ATTEMPTS TO COLLECT ON SERVICES PROVIDED AT THE TIME THE SERVICE IS PROVIDED. FOR SCHEDULED PROCEDURES, CALVERT ATTEMPTS TO COLLECT THE PERTINENT PATIENT INFORMATION AND GIVES THE PATIENT NOTICE OF WHAT THE AMOUNT DUE WILL BE BEFORE THEY ARE SCHEDULED. A BILL IS SENT TO EACH PATIENT, WHETHER SCHEDULED OR UNSCHEDULED, APPROXIMATELY 3 DAYS AFTER THE SERVICES WERE PROVIDED. IF THE AMOUNT REMAINS UNPAID, THE PATIENT WILL RECEIVE ADDITIONAL BILLS AT APPROXIMATELY 30, 60, 90 DAYS AND A FINAL NOTICE AFTER THE SERVICE WAS PROVIDED. FINAL SCREENINGS FOR CHARITY AND PATIENT CALLS ARE MADE BEFORE THE ACCOUNT IS SENT TO A COLLECTION AGENCY. THE ACCOUNT IS TYPICALLY AGED AT GREATER THAN 120 DAYS BEFORE REACHING AN AGENCY. PART III, LINE 3: THE ESTIMATED BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY IS THE RATIO OF PATIENT CARE COST TO CHARGES TO THE ORGANIZATION'S BAD DEBT EXPENSE FOR THE YEAR $1,075,964 * 84.29% PART II: CHMC IS RECOGNIZED AS A LEADER IN THE PROVISION OF HEALTH CARE IN THE LOCAL AREA. IT PARTNERS WITH MANY ORGANIZATIONS AND AGENCIES TO EXPAND THE REACH FOR IMPROVING THE HEALTH OF ITS COMMUNITY. COMMUNITY SUPPORT:-FARMERS MARKET PROMOTES LOCAL FARMERS AND PRODUCERS OF GOODS, PROMOTES HEALTHY EATING AND PROVIDES VENUE FOR NUTRITIOUS FOOD, AND INFORMATION TO REDUCE FOOD INSECURITIES. MOBILE HEALTH UNIT AND COMMUNITY WELLNESS ONSITE AT MARKET TO PROVIDE EDUCATION AND SOME SCREENING SERVICES.-MONEY MARKET MATCH PROGRAM - ENCOURAGES RESIDENTS WHO QUALIFY FOR SNAP AND WIC TO REDEEM BENEFIT AT FARMERS MARKET, AND PROVIDES MATCHING DOLLARS UP TO A CERTAIN AMOUNT.-EMERGENCY DRILLS & DISASTER READINESS - FULL-SCALE EMERGENCY EXERCISE CONDUCTED WITH ALL 13 MIEMSS REGION 5 HOSPITALS IN AN EFFORT TO PLAN AND PREPARE FOR LARGE SCALE EVENTS (IN PARTICULAR INCLEMENT WEATHER RESULTING IN A MEDICAL SURGE)LEADERSHIP DEVELOPMENT AND TRAINING FOR COMMUNITY MEMBERS:- LEADERSHIP SOUTHERN MARYLAND REGIONAL COLLABORATION CLASSES FOR LEADERS. MONTHLY MEETINGS FOR CALVERTHEALTH STAFF THAT PARTICIPATE. COALITION BUILDING:-CHAMBER OF COMMERCE PROMOTES LOCAL ORGANIZATIONS AND BUSINESSES TO COME TOGETHER FOR SHARED RESOURCES, EVENTS, AND INFORMATION. HOSPITAL REPRESENTATIVE MEMBER WITH MONTHLY MEETING AND MONTHLY SUB-TEAMS.-COMMUNITY HEALTH IMPROVEMENT ROUNDTABLE A COALITION OF COMMUNITY ORGANIZATIONS AND MEMBERS THAT WORK TO IMPROVE HEALTH OUTCOMES, REDUCE HEALTH DISPARITIES, AND BUILD A HEALTHY AND INFORMED COMMUNITY IN CALVERT COUNTY, MD. -CALVERTHEALTH IS INVOLVED IN SEVERAL COLLABORATIVE INITIATIVES ACROSS THE COUNTY AND/OR REGION THAT FACILITATE AND PROMOTE COLLABORATION BETWEEN OUR COMMUNITY HEALTH CARE PARTNERS AND OTHER AGENCIES TO FOSTER AN ENVIORONMENT OF COLLEGIALITY, NETWORKING AND RESOURCE SHARING. THESE INCLUDE: INTERAGENCY COUNCIL, COMMUNITY HEALTH IMPROVEMENT ROUNDTABLE, COMMUNITY LIFE BOARD OF SOUTHERN MARYLAND, HEALTH MINISTRY TEAM NETWORK, PARTNERS IN ACCOUNTABLE CARE COLLABORATION AND TRANSITIONS, AND THE SKILLED NURSING FACILITIES SUBCOMMITTEE.COMMUNITY HEALTH IMPROVEMENT ADVOCACY:-VARIOUS TUMOR BOARDS INCLUDING BREAST, MULTI-D, AND THORACIC - A MULTI-DISCIPLINARY TEAM WORKING COLLABORATIVELY TOGETHER TO IMPROVE AND NAVIGATE THE CARE OF PATIENTS WITH VARIOUS CANCERS, THE TEAM INCLUDES LOCAL HOSPITALS AND OTHER HEALTH CARE PROVIDERS. -OPIOID STEWARDSHIP COMMITTEE - CROSS SECTIONAL HEALTH CARE TEAM TO ADDRESS OPIOID EPIDEMIC ON WAYS HOSPITALS CAN REDUCE USE OF OPIOID FOR PAIN MANAGEMENT, EDUCATE PATIENTS AND PHYSICIAN ABOUT DANGERS OF OPIOID USE AS WELL AS DEVELOP POLICIES AND PROTOCOL FOR THE HEALTH SYSTEM. THIS TEAM ALSO WORKS COLLABORATIVELY WITH OTHER COMMUNITY AGENCIES AND PROGRAMS TO PROVIDE A "COMMUNITY WIDE" APPROACH TO HELP SOLVE THE OPIOID EPIDEMIC.-PATIENT ENGAGEMENT & RIGHTS COMMITTEE - STAFF AND COMMUNITY MEMBERS EVALUATE AND UPDATE HOSPITAL FORMS, PROCESS, POLICIES AND COMMUNICATION TOOLS TO ENSURE ALL PATIENTS RECEIVE ADEQUATE SERVICES WITHIN THEIR OWN LANGUAGE AND SPECIAL NEEDS.THESE ARE JUST A FEW OF CHMC'S COMMUNITY BUILDING ACTIVITIES. IMPROVING THE HEALTH OF THE COMMUNITY IS A PRIORITY AREA FOR THE HOSPITAL AND THEREFORE DRIVES MANY OF OUR STRATEGIC PLANS. PART III, LINE 4: CALVERT PATIENTS WHO ARE COVERED BY THIRD PARTY PAYORS ARE RESPONSIBLE FOR RELATED DEDUCTIBLES AND COINSURANCE, WHICH VARY IN AMOUNT. THE HOSPITAL ALSO PROVIDES SERVICES TO UNINSURED PATIENTS, AND OFFERS THOSE UNINSURED OR UNDERINSURED PATIENTS FINANCIAL ASSISTANCE, BY EITHER POLICY OR LAW, FROM STANDARD CHARGES. THE HOSPITAL ESTIMATES THE TRANSACTION PRICE FOR PATIENTS WITH DEDUCTIBLES AND COINSURANCE AND FROM THOSE WHO ARE UNINSURED BASED ON HISTORICAL EXPERIENCE AND CURRENT MARKET CONDITIONS. THE INITIAL ESTIMATE OF THE TRANSACTION PRICE IS DETERMINED BY REDUCING THE STANDARD CHARGES BY ANY EXPLICIT PRICE CONCESSION, FINANCIAL ASSISTANCE, AND IMPLICIT PRICE CONCESSIONS. SUBSEQUENT CHANGES TO THE ESTIMATE OF THE TRANSACTION PRICE ARE GENERALLY RECORDED AS ADJUSTMENT TO NET PATIENT SERVICE REVENUE IN THE PERIOD OF THE CHANGE. SUBSEQUENT CHANGES THAT ARE DETERMINED TO BE THE RESULT OF AN ADVERSE CHANGE IN THE PATIENT'S ABILITY TO PAY ARE RECORDED AS BAD DEBT EXPENSE (PG. 15 OF THE AUDITED FINANCIAL STATEMENTS).CALVERT ATTEMPTS TO COLLECT ON SERVICES PROVIDED AT THE TIME THE SERVICE IS PROVIDED. FOR SCHEDULED PROCEDURES, CALVERT ATTEMPTS TO COLLECT THE PERTINENT PATIENT INFORMATION AND GIVES THE PATIENT NOTICE OF WHAT THE AMOUNT DUE WILL BE BEFORE THEY ARE SCHEDULED. A BILL IS SENT TO EACH PATIENT, WHETHER SCHEDULED OR UNSCHEDULED, APPROXIMATELY 3 DAYS AFTER THE SERVICES WERE PROVIDED. IF THE AMOUNT REMAINS UNPAID, THE PATIENT WILL RECEIVE ADDITIONAL BILLS AT APPROXIMATELY 30, 60, 90 DAYS AND A FINAL NOTICE AFTER THE SERVICE WAS PROVIDED. FINAL SCREENINGS FOR CHARITY AND PATIENT CALLS ARE MADE BEFORE THE ACCOUNT IS SENT TO A COLLECTION AGENCY. THE ACCOUNT IS TYPICALLY AGED AT GREATER THAN 120 DAYS BEFORE REACHING AN AGENCY. PART III, LINE 8: THE COSTING SOURCE IS THE MEDICARE COST REPORT AND THE METHODOLOGY IS MEDICARE ALLOWABLE COST TO MEDICARE REVENUES RECEIVED. PART III, LINE 9B: AS STATED IN CALVERT HEALTH SYTEM'S (CHS) FINANCIAL ASSISTANCE POLICY, PART IV, SECTION H:CHS'S MANAGEMENT SHALL DEVELOP POLICIES AND PROCEDURES FOR INTERNAL AND EXTERNAL COLLECTION PRACTICES THAT TAKE INTO ACCOUNT THE EXTENT TO WHICH THE PATIENT QUALIFIES FOR FINANCIAL ASSISTANCE, A PATIENT'S GOOD FAITH EFFORT TO APPLY FOR A GOVERNMENTAL PROGRAM OR FOR FINANCIAL ASSISTANCE FROM CHS, AND A PATIENT'S GOOD FAITH EFFORT TO COMPLY WITH HIS OR HER PAYMENT AGREEMENTS WITH CHS. DURING THE FINANCIAL ASSISTANCE APPLICATION PROCESS, THE HOSPITAL WILL NOT SEND UNPAID BILLS TO OUTSIDE COLLECTION AGENCIES IF THE PATIENT COOPERATES WITH THE APPLICATION PROCESS. PART VI, LINE 2: THROUGHOUT FY 2023, THE HOSPITAL CONTINUED TO UTILIZE THE HEALTH COMMUNITY INSTITUTE'S COMMUNITY PLATFORM (HEALTHYCALVERT.ORG) TO PROVIDE HEALTH INDICATORS AS AN ONGOING ASSESSMENT OF THE NEEDS OF OUR COMMUNITY. HEALTH INDICATORS ARE UPATED AS SOON AS NEW DATA BECOMES AVAILABLE AND ALLOWS THE HOSPITAL AND COMMUNITY MEMBERS TO UTILIZE THE MOST UP-TO-DATE DATA TO ASSESS THE IMPACT OF PROGRAMS AND SERVICES AS WELL AS MODIFY EXISTING PROGRAMS AND SERVICES OR BEGIN INITIATION OF NEW SERVICES BASED UPON TRENDING OF NEW DATA.THE PLATFORM ALSO INCORPORATES THE STATE AND NATIONAL HEALTH IMPROVEMENT GOALS. THIS ALLOWS THE HOSPITAL AND COMMUNITY PARTNERS TO MONITOR IMPACT OF COMMUNITY PROGRAMS BY EVALUATION IF DATA IS TRENDING UP OR DOWN AND TO ENSURE THE HOSPITAL IS TRENDING IN THE CORRECT DIRECTION. AN ADDITIONAL HEALTH INDICATORS, THE FOOD INSECURITY INDEX WAS ADDED IN 2021. THE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) REPORT CONDUCTED BY THE UNITED WAY WAS ADDED TO THE CHNA INTERACTIVE WEBSITE AS ANOTHER DATA SOURCE. ALICE HOUSEHOLDS REPRESENT MEN AND WOMEN OF ALL AGES AND RACES WHO ARE WORKING BUT UNABLE TO AFFORD THE BASIC NECESSITIES OF HOUSING, FOOD, CHILD CARE, HEALTH CARE AND TRANSPORTATION DUE TO THE LACK OF JOBS THAT CAN SUPPORT BASIC NECESSITIES AND INCREASES IN THE BASIC COST OF LIVING. THE HOSPITAL AND THE LOCAL HEALTH DEPARTMENT CO-HOST QUARTERLY LOCAL HEALTH IMPROVEMENT COALITION MEETINGS TO HEAR INPUT FROM OTHER AGENCIES, HEALTH CARE ORGANIZATIONS, THE SCHOOL SYSTEM, COUNTY GOVERNMENT, LOCAL LAW ENFORCMENT AND OTHER COMMUNITY PARTNERS. DURNG FY 2023, THE STRUCTURE, COLLOBORATION, AND IMPLACT OF THIS COALITION WAS STRENGTHENED BY ESTABLISHING BYLAWS, A GOVERNANCE COMMITTEE, AND FORMALIZING THE WORK OF ITS SUBCOMMITTEES. PART VI, LINE 3: NOTIFICATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE FROM CHMC INCLUDES A CONTACT NUMBER AND IS DISSEMINATED BY CHMC BY VARIOUS MEANS, WHICH INCLUDES, BUT IS NOT LIMITED TO, THE PUBLICATION OF NOTICES IN PATIENT BILLS AND BY POSTING NOTICES IN THE EMERGENCY DEPARTMENT, URGENT CARE CENTERS, WAITING ROOMS, ADMITTING AND REGISTRATION DEPARTMENTS, AND PATIENT FINANCIAL SERVICES OFFICES. INFORMATION IS ALSO INCLUDED ON THE HOSPITAL'S WEBSITE AND AT LEAST ANNUALLY, THE HOSPITAL PUBLISHES IN THE LOCAL NEWSPAPERS A NOTICE OF FINANCIAL ASSISTANCE AND ALSO HIGHLIGHTS OTHER PROGRAMS THE HOSPITAL OFFERS FOR PATIENTS WITHOUT INSURANCE OR FOR PATIENTS IN FINANCIAL NEED. NOTIFICATION OF THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY PROGRAM IS PROVIDED TO EACH PATIENT AT THE TIME OF REGISTRATION AND A SECOND TIME WHEN PATIENTS RECEIVE THEIR BILL/STATEMENT. SUCH INFORMATION IS PROVIDED IN THE PRIMARY LANGUAGES SPOKEN BY THE POPULATION SERVICED BY CHMC. REFERRAL OF PATIENTS FOR FINANCIAL ASSISTANCE MAY BE MADE BY ANY MEMBER OF THE CHMC STAFF OR MEDICAL STAFF, INCLUDING PHYSICIANS, NURSES, FINANCIAL COUNSELORS, SOCIAL WORKERS, CASE MANAGERS, AND CHAPLAINS. A REQUEST FOR FINANCIAL ASSISTANCE MAY BE MADE BY THE PATIENT OR A FAMILY MEMBER, CLOSE FRIEND, OR ASSOCIATE OF THE PATIENT, SUBJECT TO APPLICABLE PRIVACY LAWS. PART VI, LINE 4: ACCORDING TO THE NIELSEN CLARITAS MARCH 2023 POPULATION ESTIMATES, CALVERT COUNTY HAS A POPULATION OF APPROXIMATELY 94,444 PERSONS.THE RACIAL MAKEUP OF CALVERT COUNTY IS SOMEWHAT HOMOGENOUS, WITH 74.1% OF THE POPULATION IDENTIFYING AS WHITE. THE PROPORTION OF BLACK/AFRICAN AMERICAN COMMUNITY MEMBERS IS THE SECOND LARGEST OF ALL RACES IN CALVERT COUNTY AT 12.3% AND IS THE ONLY OTHER RACE THAT MAKES UP MORE THAN 10% OF THE POPULATION. 5.4% OF THE POPULATION OF CALVERT COUNTY IDENTIFIES AS HISPANIC OR LATINO.THE OVERALL MEDIAN HOUSEHOLD INCOME FOR THE COUNTY IS $121,051. TWO RACES, WHITE AND ASIAN, HAVE MEDIAN HOUSEHOLD INCOMES THAT FALL ABOVE THE OVERALL MEDIAN VALUE. ALL OTHER RACES ARE BELOW THE OVERALL VALUE WITH NATIVE HAWAIIAN/PACIFIC ISLANDER HAVING THE LOWEST VALUE AT $55,052. IN THIS CASE, IT IS IMPORTANT TO CONSIDER THAT THE AMERICAN INDIAN/ALASKAN NATIVE AND NATIVE HAWAIIAN/PACIFIC ISLANDER SUBGROUPS MAKE UP ONLY 0.46% AND 0.11%, RESPECTIVELY, OF THE COMMUNITY'S POPULATION. THE HIGHEST PERCENTAGE OF FAMILIES LIVING BELOW THE POVERTY LEVEL ARE IN THE FOLLOWING ZIP CODES; 20732 (CHESAPEAKE BEACH), 20678 (PRINCE FREDERICK), 20676 (PORT REPUBLIC), 20689 (SUNDERLAND), AND 20657 (LUSBY). PART VI, LINE 5: CALVERT HEALTH MEDICAL CENTER IS AN INDEPENDENT COMMUNITY HOSPITAL LOCATED IN SOUTHERN MARYLAND. THE 90,000 COMMUNITY MEMBERS SERVED HAVE ACCESS TO OTHER HOSPITALS WITHIN A 30-MILE RADIUS. CALVERT HEALTH MEDICAL CENTER HAS A 62% MARKET SHARE OF INPATIENT ADMISSIONS. THE MAJORITY OF THE 20 MEMBER BOARD ARE LOCATED WITHIN THE COUNTY. THE 300 MEMBER MEDICAL STAFF IS COMPRISED OF EMPLOYED AND PRIVATE PRACTICING PROVIDERS FROM THE COUNTY AND SURROUNDING COUNTIES. THE HOSPITAL RENOVATED THE INPATIENT MEDICAL SURGICAL AREA TO PROVIDE ALL PRIVATE ROOMS AND MODERNIZE THE PATIENT CARE AREA. PART VI, LINE 6: CHMC IS PART OF AN AFFILIATED HEALTH CARE SYSTEM, CALVERT HEALTH SYSTEM, INC. (CHS) THAT COOPERATES IN PROVIDING HEALTH CARE SERVICES TO ITS COMMUNITY. THE HOSPITAL, AS A SOLE COMMUNITY PROVIDER, PROVIDES ESSENTIAL HEALTH CARE SERVICES SUCH AS OBSTETRICS, PSYCHIATRY (INPATIENT AND OUTPATIENT) AND EMERGENCY SERVICES THAT OTHERWISE WOULD NOT BE PROVIDED WITHIN CALVERT COUNTY DUE TO THEIR UNPROFITABLE NATURE (HIGH COST SERVICES WITH LOW REIMBURSEMENT), OR WOULD NEED TO BE PROVIDED BY ANOTHER TAX-EXEMPT ORGANIZATION OR THE GOVERNMENT. FOR THE 2022 TAX YEAR, THE HOSPITAL PROVIDED CHARITY CARE, AT COST, TO PATIENTS THAT QUALIFIED FOR FINANCIAL ASSISTANCE. IN ADDITION TO THE HOSPITAL, CHS IS ALSO THE SOLE MEMBER AND EMPLOYER OF A PHYSICIAN GROUP, CALVERTHEALTH MEDICAL GROUP, LLC, WHICH PROVIDES PRIMARY AND SPECIALTY CARE SERVICES TO CALVERTHEALTH MEDICAL CENTER, THE COMMUNITY. THE PROVISION OF THESE PHYSICIAN SERVICES TO THE COMMUNITY MEETS AN IDENTIFIED NEED. PART VI, LINE 7, REPORTS FILED WITH STATES MD X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 TEAGUE DEAN CEO - RETIRED 2/23 649226 0 320750 0 11468 0 178851 0 8980 0 1169275 0 0 0 HEITHAUS CAROLYN M VP FINANCE & CFO 428741 0 104866 0 101159 0 87986 0 6105 0 728857 0 0 0 BLADEN ANTHONY M COO 466626 0 121504 0 4878 0 92563 0 5277 0 690848 0 0 0 EHRMANTRAUT WILFRED MD PHYSICIAN/EX-OFFICIO 0 500011 0 43329 0 -14958 0 40725 0 20008 0 589115 0 0 TSANGARIS THEODORE MD VP - MEDICAL AFFAIRS 459136 0 0 0 38695 0 52990 0 13962 0 564783 0 0 0 COUCHMAN DIANE M VP - CNO/CLINICAL SERVICES 238722 0 47560 0 3604 0 45746 0 14237 0 349869 0 0 0 GLOGGNER PETER VP - HUMAN RESOURCES - LEFT 12/13/22 242765 0 29914 0 6155 0 47623 0 15683 0 342140 0 0 0 JOHNSON THERESA L VP, BRAND STRATEGY AND PHILANTHROPY 216486 0 41881 0 3045 0 40523 0 11738 0 313673 0 0 0 HALL MELISSA K VP - CNO/CLINICAL SERVICES 235926 0 44966 0 3433 0 23817 0 2424 0 310566 0 0 0 SWEENEY KASIA A VP - STRATEGY & MARKETING 217317 0 37268 0 -3365 0 36895 0 14069 0 302184 0 0 0 GARCIA-VALLE JOSEPH P CHIEF COMPLIANCE COUNSEL 220016 0 21800 0 11 0 26548 0 780 0 269155 0 0 0 HEDDERICH NICOLE M AVP QUALITY & RISK MANAGEMENT 193544 0 35333 0 1942 0 26264 0 747 0 257830 0 0 0 LANHAM KATHLEEN CHARGE NURSE 202769 0 2933 0 3342 0 32218 0 332 0 241594 0 0 0 HARRER KARA A AVP ANCILLARY OPERATIONS 185891 0 17427 0 4349 0 26174 0 1477 0 235318 0 0 0 CARROLL TERESA L CHARGE NURSE 169507 0 318 0 2028 0 31341 0 7930 0 211124 0 0 0 DALEY FRANKLIN S DIRECTOR PLANT OPERATIONS 174381 0 0 0 7740 0 24017 0 1963 0 208101 0 0 0 PELLEGRINO RICHARD T DIRECTOR, FINANCIAL PLANNING & REIMB 176430 0 10000 0 556 0 14052 0 228 0 201266 0 0 0 MOORE KATHY K DIRECTOR, INPATIENT REHAB SERVICES - 143555 0 15319 0 10151 0 27295 0 1639 0 197959 0 0 0 PART I, LINE 1A THE PRESIDENT/CEO RECEIVED BENEFITS THAT ARE INCLUDED IN PART I, LINE 1. PART I, LINE 4B THE FOLLOWING EMPLOYEES CONTRIBUTED TO (EMPLOYEE AND EMPLOYER PORTION) THE ORGANIZATION'S 457(F) DEFERRED COMPENSATION PLAN: DEAN TEAGUE: $145,226 ANTHONY BLADEN: $37,650 MELISSA HALL: $2,510 CAROLYN HEITHAUS: $53,361 THERESA JOHNSON: $10,335 THEODORE TSANGARIS, M.D.: $12,627 PETER GLOGGNER: $13,634 A MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTORITY 520936091 2021-04-15 16539000 REFUND THE SERIES 2015 REVENUE BONDS 0 0 0 A 2184000 16539000 125431 16413569 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 0 CALVERT INTERNAL MEDICINE GROUP DR. FOSTER IS A BOARD MEMBER OF CHMC AND A PARTNER IN CIMG 550730 PHYSICIAN SERVICES 0 FORM 990, PART VI, SECTION A, LINE 6 CALVERT HEALTH SYSTEM, INC. (CHS) IS THE SOLE MEMBER OF CALVERTHEALTH MEDICAL CENTER (CHMC). FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS OF CALVERTHEALTH MEDICAL CENTER (CHMC) ARE ALSO BOARD MEMBERS OF CALVERT HEALTH SYSTEM, INC. (CHS). THERE IS COMMON SUPERVISION OR CONTROL BY THE PERSONS SUPERVISING OR CONTROLLING BOTH CHS AND CHMC. AND MANAGEMENT POSITIONS AT CHS ARE HELD BY THE SAME INDIVIDUALS THAT HOLD SUCH MANAGEMENT POSITIONS AT CHMC. FORM 990, PART VI, SECTION A, LINE 7B BECAUSE CALVERT HEALTH SYSTEM, INC. (CHS) AND CALVERTHEALTH MEDICAL CENTER (CHMC) HAVE THE SAME BOARD MEMBERS AND MANAGEMENTS, ANY GOVERNANCE DECISIONS OF CHMC ARE UNDER THE SUPERVISON OF AND SUBJECT TO APPROVAL BY CHS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE CALVERT HEALTH SYSTEM, INC. BOARD OF DIRECTORS AFTER COMPLETION AND PRIOR TO SUBMISSION TO THE IRS. THE DOCUMENT IS DELIVERED TO THE COMMITTEE MEMBERS PRIOR TO THE COMMITTEE MEETING SO THAT THEY CAN REVIEW THE INFORMATION AND RESPOND TO OR QUESTION ANY OR ALL OF THE DATA. THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER ARE PRESENT AT THE AUDIT COMMITTEE MEETING. PRIOR TO SUBMISSION TO THE IRS, A COPY OF THE FINAL FORM 990 IS POSTED ON THE BOARD OF DIRECTORS PORTAL WHICH IS PASSWORD-PROTECTED. ALL BOARD MEMBERS ARE NOTIFIED BY EMAIL THAT THE FORM 990 HAS BEEN POSTED ON THE PORTAL AND IS AVAILABLE FOR REVIEW. ANY ADDITIONAL COMMENTS OR QUESTIONS FROM BOARD MEMBERS ARE RESPONDED TO PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C CALVERT HEALTH SYSTEM, INC. AND SUBSIDIARIES (THE HEALTH SYSTEM) HAVE A CONFLICT OF INTEREST PROCESS. AT ITS CORE ARE THREE DISTINCT POLICIES; ONE EACH FOR THE BOARD OF DIRECTORS, MEDICAL STAFF, AND ALL EMPLOYEES AND ASSOCIATES OF THE HEALTH SYSTEM. THESE POLICIES REQUIRE ALL ORGANIZATIONAL LEADERSHIP, AS WELL AS RANK AND FILE ASSOCIATES IN KEY POSITIONS OR WITH RELATIONSHIPS WITH OUTSIDE PARTIES THAT DO BUSINESS WITH THE HEALTH SYSTEM, TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. ANNUAL DISCLOSURES ARE REQUIRED AND DOCUMENTED WITH A FURTHER REQUIREMENT TO PROMPTLY SUPPLEMENT WHEN AN ACTUAL OR POTENTIAL CONFLICT IS DISCOVERED OR CREATED. THE HEALTH SYSTEM REQUIRES THAT THESE POLICIES BE CONSTRUED BROADLY TO AVOID THE APPEARANCE OF IMPROPER ACTIVITY AND REQUIRES DISCLOSURE AND RESOLUTION OF POTENTIAL CONFLICTS AS WELL. THE PROCESS IS OVERSEEN BY THE CHIEF COMPLIANCE OFFICER OF THE HEALTH SYSTEM WHO HAS ACCESS TO EXTERNAL RESOURCES, INCLUDING OUTSIDE COUNSEL. REMEDIES RANGE FROM DISCLOSURE AND MONITORING FOR THE MOST ATTENUATED POTENTIAL CONFLICTS TO RESIGNATION/TERMINATION FOR UNRESOLVABLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION UTILIZES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, A COMPENSATION SURVEY OR STUDY, APPROVAL BY BOARD/COMPENSATION COMMITTEE AND CONTEMPORANEOUS WRITTEN SUBSTANTIATION OF THE DECISION-MAKING PROCESS TO DETERMINE COMPENSATION OF THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 9,683,149. MANAGEMENT AND GENERAL EXPENSES 1,125,881. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,809,030. CONSULTING FEES: PROGRAM SERVICE EXPENSES 959,242. MANAGEMENT AND GENERAL EXPENSES 154,860. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,114,102. CONTRACT STAFF: PROGRAM SERVICE EXPENSES 3,176,645. MANAGEMENT AND GENERAL EXPENSES 512,838. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,689,483. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,053,632. MANAGEMENT AND GENERAL EXPENSES 654,419. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,708,051. FORM 990, PART XI, LINE 9: EQUITY CONTRIBUTION -2,054,881. CHF - TRANSFER OF NET ASSETS 274,354. LOSS ON EXTINGUISHMENT OF DEBT -202,889. PART XII LINE 2B THE ORGANIZATIONS FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM AS PART OF THE CONSOLIDATED AUDIT OF THE HEALTH SYSTEM. PART XII THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CALVERT HEALTH SYSTEM INC 100 HOSPITAL RD PRINCE FREDERICK MD 20678 522347324 HEALTHCARE MD 501(C)(3) LINE 3 N/A 0 CMH HOLDING CO 100 HOSPITAL RD PRINCE FREDERICK MD 20678 522176827 REAL ESTATE MD 501(C)(2) CALVERT HEALTH SYSTEM 0 CMH II HOLDING CO 100 HOSPITAL RD PRINCE FREDERICK MD 20678 522178784 REAL ESTATE MD 501(C)(2) CALVERT HEALTH SYSTEM 0 CALVERTHEALTH FOUNDATION INC 100 HOSPITAL RD PRINCE FREDERICK MD 20678 521680647 FUNDRAISING MD 501(C)(3) LINE 12A, I CALVERTHEALTH MEDICAL CENTER 1 CORELIFE CALVERT PARTNERSHIP LLC 1099 WINTERSON RD STE 300 LINTHICUM HEIGHTS MD 21090 843544145 HEALTHCARE MD N/A 0 0 CALVERT HEALTH VENTURES INC 100 HOSPITAL RD PRINCE FREDERICK MD 20678 521625432 HEALTHCARE MD N/A C 0 CALVERT COMMUNITY HEALTH INC 100 HOSPITAL RD PRINCE FREDERICK MD 20678 521996371 HEALTHCARE MD CHMC C 1.00000 1 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1 0 0 CALVERTHEALTH FOUNDATION INC C 496122 CASH CMH HOLDING CO L 239289 CASH CMH HOLDING CO K 96123 CASH