Source: https://www.scribd.com/document/94038763/Martin-Memorial-Medical-Center-Form-990
Timestamp: 2017-12-13 06:04:51
Document Index: 469755464

Matched Legal Cases: ['art 18', 'art 1', 'art 1', 'art 1', 'art 11', 'arts\n1']

Martin Memorial Medical Center Form 990
Description: This is the most recent Form 990 for Martin Memorial Medical Center.
This is the most recent Form 990 for Martin Memorial Medical Center.
DLN:93493228008221
Department oftheTreasury Internal Revenue Service A For the 2009 Under section 501(c), 527, or 4947(a)( 1) of the Internal Revenue benefit trust or private foundation) to satisfy Code (except black lung
may have to use a copy of this return 10-01-2009 and ending
09-30-2010 D Employer identification 59-0637874 E Telephone number
B Check If applicable I I I I I I Addresschange Name change Initial return Termmated Amended return Application pending
Please use IRS label or print or type. See Specific Instructions.
C Name of organization MARTINMEMORIAL MEDICAL CENTER INC DOingBusinessAs
Numberand street (or PO box If mall ISnot delivered to street address) Room/suite POBOX9010 City or town, state or country, and ZIP + 4 STUART,FL 349959033
287-5200
G Gross receipts $ 369,271,061
F Name and address Mark E Robitaille 201 Hospital Ave Stua rt, FL 34994
Is this a group return affiliates? Are all affiliates If"No," attach
for IYes I ~
H(b) I 4947(a)(1) or 1527
included? a list number
Tax-exempt status Website: ~
www mmhs com
K Form of organization • :.Fi•• 1
P- Corporation I
ASSOCiation Other ~ I
M State of legal domicile FL
Briefly describe the organization's mission or most significant The primary mission IS to provide quality health care services acute and ambulatory care fac rlrtre s activities to the citizens of Martin and Southern St LUCie Counties through ItS
this box ~ of voting
of ItS net assets 3 21 19 2,677 773 1,424,000 -229,226 Current Year 3,137,308 327,334,084 971,649 3,076,882 334,519,923 230,043
N umber of Independent Total Total number number
7a Tota I g ros s unre lated bus rne s s reve nue from Part V II I, col umn (C), II ne 12 b Net unrelated bus me s s taxable Income from Form 990-T, line 34
1,607,733 308,765,081 and 7d ) -4,041,740 3,340,476 309,671,550
Pro g ra m s e rv Ice re v e n ue (P a rt V II I, II ne 2 g) Investment Income (Part VIII, column (A), lines 3,4,
Total 12) Grants
(P art V I II,
(A), lines 5, 6 d , 8c, 9 c , 10c, and 11 e) 11 (must equal Part VIII, column ) (A), line
lines 8 through amounts
paid (Part IX, column (Part IX, column employee benefits
(A), lines 1-3 (A), line 4) (Part IX, column
Benefits Salaries, 10)
(A), lines 5141,418,956 144,420,524
158,039,7 62 170,733,119 315,383,686 19,136,237 End of Year 320,719,788 195,938,189 124,781,599
Profe s s ronal fundrais mq fees (Part IX, column
(A), line lle)
Total fundraisrnq expenses (Part IX, column (0), line 25) ~O Other Total expenses expenses (Part IX, column Add lines 13-17 Subtract (A), lines lla-lld, (must llf-24f) (A), line 25)
equal Part IX, column
299,676,992 9,994,558 Beginning of Current Year
20 21 Total Total assets liabilities (Part X, line 16) (Part X, line 26) Subtract line 21 from line 20
296,433,470 185,350,201 111,083,269
.:.F-T1
Under penalties of perjury, I declare that I have examined this return, Includingaccompanying schedulesand statements, and to the best of my knowledge and belief, It IStrue, correct, and complete Declaration of preparer (other than officer) ISbased on all mformation of which preparer has any knowledge 12011-08-11 Date
Signature of officer Mark E Robitaille President/ CEO Type or print name and title
Date Emily A Stancil
Check If selfempolyed
Firm's name (or yours ~ Ernst & Young LLP If self-employed), address, and ZIP + 4 75 Beattie PlaceSUite800 Greenville, SC 29601
EIN • Phone no (see Instructions)
(864) 242-5740 p-Yes INo
shown above?
1 Briefly To provide
describe exceptional
mission to every patient, every time care, hope and compassion
the organization's health
the year which were not listed
or make significant 0
Describe the exempt purpose achievements for each of the organization's three largest program services by expenses Section SOl(c)(3) and SOl(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants allocations to others, the total expenses, and revenue, If any, for each program service reported (Code ) (Expenses $ 292,426,836 Including grants of $ 230,043) (Revenue $
327,334,084 )
Martin Memorial Medical Center provided 81,455 patient days of service at It's two hospitals The Medical Center also provided care to 66,731 patients through It'S three emergency departments dunnq the fiscal year ended September 30, 2010 Martin Memorial Medical Center's phvsician referral service provides an unbiased service to residents who are new the community or find It necessary to change phvsicians due to changes In healthcare Insurance The Medical Center provides a number of community education opportunities Including childbirth education classes for prospective parents on an ongoing baSISIncluding breastfeedmq Instructions, a Sibling class and a shape-up class for mothers after the baby's birth Martin provides a clinical setting for nursing students from area colleges and also for students In allied health programs of study Martin MemOrialsWellness Department provides programs at minimal cost to community members who are trying to manage stress, or to manage their weight The department sponsors ItSown fitness runs and organizes the staff to participate In Similar fitness activities sponsored by other not-for-profit organizations The wellness programs served more than 5,125 rndividuals dunnq the fiscal year ended September 30,2010 Martin MemOrial sponsors several support groups free of charge to patients These groups meet at various Martin MemOrial Medical Center Locations and are staffed by professional hospital personnel The support groups consist of Cancer Support Group, Adoption Triad, ALSGroup, Cancer Care Givers, Diabetes Support Group, Cardiac Support Group, Leukemia/Lymphoma Support Group, Man to Man Support Group, Myasthenia Gravis Support Group, New Moms Support Group, Head & Neck Cancer Support Group, Resolve Through Sharing, Stroke Support Group Martin MemOrial Provides a number of free community education programs dealing With various health care Issues The Medical Center also conducts screening for the early detection of a medical condition throughout the year, Including prostate cancer screenings and cholesterol screenings to encourage those residents Without phvsicians to seek limited Information about life-threatening diseases Martin MemOrial provides diagnostic, lab, and various support services to the Volunteers In MediCine In Martin County and Hands Cllnc of St LUCIe County at no charge These climes provides free or reduced charge services to members of the community that meet certain poverty quidelmes
(De s c nb e In Schedule Including
0) grants of $ ) (Revenue
292,426,836 Form 990 2009
Yes Is the organization Is the organization Did the organization candidates Section Part II~ . organizations. Is the organization subject tax? If "Yes,"complete Schedule C, Part III to the section . 6033(e) 5 for public 501(c)(3) described . to complete In direct Schedule B, Schedule of Contributors? activities . If "Yes," complete Schedule C, ~ • to No required engage office? In section 501(c)(3) or4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A~ No
on behalf of or In opposition
Schedule C, Part I~ engage
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or Investment of amounts In such funds or accounts? If "Yes," complete Schedule 0, Part I~ . receive maintain or hold a conservation collections . for amounts not listed services? If "Yes," In Part X, or of works easement, Including easements to preserve open space, . If "Yes," 7 historic land areas or historic structures? If "Yes," complete Schedule 0, Part II~ treasures, or other similar 6 Did the organization the environment, Did the organization
.. 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? If "Yes," complete Schedule 0, Part X. 12 Did the organization obtain separate, Independent audited financial audited statements financial for the tax year? If "Yes,"complete 12 Independent statements for the tax year? Yes No Schedule 0, Parts XI, XII, and XII I ~ 12A Was the organization If "Yes," completing 13 14a b 15 16 17 18 19 20 Is the organization Did the organization Included In consolidated, No
optional If "Yes, "complete Schedule E of the United States?
I12AYeS 13 14a 14b 15
Did the organization have aggregate revenues or expenses of more than $10,000 from qrantrnakmq, fund raising, business, and program service activities outside the United States? If "Yes," complete ScheduleF, Part I Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants organization or entity located outside the US? If "Yes," complete Schedule F, Part II Did the organization mdrvrduals located report outside on Part IX, column (A), line 3, more than $5,000 the US? If "Yes," complete Schedule F, Part III or assistance grants to any to
or assistance on
16 fundrars mq services 17
and contributions on Part VIII,
on Part 18
No No Yes Form 990 2009)
line 9a? If
21 22 23 Did the organization the United States Did the organization on Part I X, column report report more than $5,000 more than $5,000 of grants of grants and other assistance and other assistance . to governments to Individuals and organizations . In the United ~ ~ States In on Part IX, column (A), line 1? If "Yes, " complete Schedule I, Parts I and II
(A), line 2? If "Yes," complete Schedule I, Parts I and II I
Did the organization answer "Yes" to Part VII, Section A, questions 3,4, or 5, about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes,"completeScheduleJ . ~ 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 questions 24b-24d and complete Schedule K. If "No," go to line 25 b c d Did the organization Invest any proceeds . of tax-exempt account bonds beyond a temporary escrow period exception? ~ • 24a 24b 24c for bonds outstanding at any time durrnq In an excess the year? transaction ~ If with 25a No No 24d
Did the organization maintain an escrow to defease any tax-exempt bonds? • Did the organization Section 501(c)(3)
act as an "on behalf of" Issuer and 501(c)(4) organizations.
engage .
a dis q ua lrfre d pe rs on durrnq
the yea r? If "Yes," complete Schedule L, Part I
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? "Yes," complete Schedule L, Part I .
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or ~~~~~;II~led person outstanding as of the end of the organization's tax year? If "Yes, "complete Schedule L, ~ Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an Individual? If "Yes," complete Schedule L, Part II I. . . . . . . . . . . . . .. parties? ~ (see Schedule L, Part IV Was the organization a party to a business Instructions for applicable filing thresholds, transaction conditions, with one of the following and exceptions) If "Yes,"complete
Schedule L, Part ~ 28a ~ 28b Yes No
A family entity
of a current .
or former or former
trustee, trustee,
or key employee? or key employee
If "Yes," (or a family ~ 29 30
complete Schedule L, Part IV cAn 29 30 31 32 33 34 35 36 37 38 of which a current was an officer, receive member)
of the organization .
or owner? If "Yes,"complete In non-cash
If "Yes, "complete Schedule M similar assets, or qualified
Did the organization receive conservation contributions? Did the organization Part I . Did the organization Schedule N, Part II Did the organization sections 3017701-2 Was the organization and V, line 1 . Is any related Section organization . . liquidate,
contributions of art, historical If "Yes,"complete Schedule M terminate, or dissolve
treasures, .
If "Yes," complete Schedule N, 31 of ItS net assets? If "Yes," complete 32
sell, exchange, own 100% related
of, or transfer disregarded
as separate entity?
from the organization .
under Regulations ~ 33 34 35 related ~ 36 37 IV,
and 3017701-3?
If"Yes,"completeScheduleR,PartI or taxable within
to any tax-exempt a controlled entity
If "Yes,"complete of section
Schedule R, Parts II, III, ~ If "Yes,"complete ~ non-charitable
Schedule R, Part V, line 2 501(c)(3) organization? and that
organizations. conduct
make any transfers . through
to an exempt
If "Yes," complete Schedule R, Part V, line 2 as a partnership for federal Income
Did the organization IS treated Did the organization Note. A II Form 990
more than 5% of ItS activities
that IS not a related
organization ~ 11 and 19?
If "Yes,"complete In Schedule
Schedule R, Part VI
complete Schedule 0 and provide explanations file rs are req UIred to complete S c hed ule 0
0 for Part VI, lines
reported In Box 3 of Form 1096,AnnualSummaryandTransmlttal Returns. Enter -0- If not applicable la 145
lc Yes
reported on Form W-3, Transmittal of Wage and Tax year ending with or within the year covered by this 2a file all required federal employment tax returns? you may be required to e-flle this return (see 2,677 2b Yes
by this 3a Yes Yes 3b
~--+----+----7f No 7g
~--+---------------~
21 19 2 No No No No Yes Yes Yes
r----+------r-----Yes
the Form 990 12a Interests that could give rise 12b Yes Yes Yes Yes Yes
bAre officers, to conflicts? c 13 14 15
Did the organization Invest In, contribute taxable entity durrnq the year?
16a ItS the 16b
-----------------------------------------------------(501(c)
Charles Cleaver 201 Hospital Ave Stuart, FL 34994 (772) 287-5200 Form 990 2009
(2009) . but not limited to those listed from the organlzatlon~145 above) who received 7,788,91 more
788,8211
Yes 3 Did the organization on line 4 list any former officer, director or trustee, key employee, or highest compensated employee 3 1 a? If "Yes," complete Schedule] for such individual
For any mdrvrdual listed organization and related individual
on line la, IS the sum of reportable compensation and other compensation from the organizations greater than $150,000? If "Yes," complete Schedule] for such 4 Yes
Did any person
on line la
or accrue
any unrelated
for services 5 No
for such person
this table for your five highest compensated of compensation from the organization (A) Name and business address
Descnption of services Anesthesia service
(C) Compensation 1,473,976
Martm Cou nty Anesthesia PO Box 024912 Miami, FL 33102 Stuart Cardiovascular Assoc PO Box 3130 Ocala, FL 34478 HIli Adams Hall & Schieffelm PO Box 1090 Winter Park, FL 32790 Bio-Medical Applications of Fla PO Box 62760 New Orleans, LA 70162 Michaud Mlttelmark Marowltz & Asraru 621 NW 53rd Street SUite 260 Boca Raton, FL 33487 2 Total number of Independent $100,000 In compensation contractors (Including but not limited from the organization ~19 to those listed above)
Legal services who received more than
1f In 2,699,844 351,617 85,847
Government grants (contnbutions) All other contnbunons, giftS, grants, and Similar amounts not Included above Noncash contributions Included
lines 1 a-lf $ Total. Add lines
la-lf Business Code
3,137,308
327,334,084
f 9 3 A II other program service 2a-2f (Including drv rd e nd s , Interest revenue
3,005,774
(II) Personal 756,836 799,911 -43,075
Less rental expenses Rental Income or (loss) Net rental Income or (loss)
s (11)Other 167,100
-64,745
(I) Sec urrtre
Gross amount from sales of assets other than Inventory Less cost or other basis and sales expenses Gain or (loss) Net gain or (loss) Gross events
31,750,002
33,775,758
-2,025,756
-2,034,125
:> b
Income from fundrais (not Including
Less direct expenses or (loss) from fundrars activities b mq events
b Less cost of goods or (loss) sold from sales b of Inventory Business
Code 624,210 1,609,262 1,330,779 179,916 370,832 937,997 179,916 1,238,430 392,782 561,000 621,511
Cafeteria Support Laboratory A II other serv to affrla
services revenue lla-lld
3,119,957
334,519,923
2,624,531 Form 990 2009)
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (8) , (C) , and (0) 00 not include amounts reported on lines 6b, 7b, 8b, 9b, and lOb of Part VIII. 1 Grants and other assistance to governments In the U 5 See Part IV, line 21 Grants and other assistance U 5 See Part IV, line 22 Grants and other assistance organizations, and mdrvrduals Part IV, lines 15 and 16 Benefits to mdrvrduals and organizations 78,474 In the 151,569 to governments, outside the U 5 See 151,569 78,474 (A) Total expenses
paid to or for members of current officers, directors, trustees, and 4,509,414 4,509,414
Compensation not Included above, to disqualified persons (as defined unde r section 4958 (f)(l» and pe rs ons described In section 4958(c)(3)(B) Other salaries and wages section 401(k) and section 9,119,410 13,873,144 7,664,566 8,615,866 13,201,797 7,157,985 503,544 671,347 506,581 109,253,990 103,951,123 5,302,867
Fees for s e rv ICes (non- employees) Management Legal Accounting t.obbvmq P rofes s rona I fund ra ISIng See Part IV, line 17 Investment Other Adve rtrs inq and promotion Office expenses tec hnology management fees 467,192 12,692,720 1,233,974 65,709,453 2,507,245 11,576,388 1,135,947 62,371,898 1,386,845 467,192 1,116,332 98,027 3,337,555 1,120,400 1,186,977 506,947 228,948 118,263 118,263 1,132,481 40,873 54,496 466,074 228,948
19,804,601 263,620 expenses for any federal, 295,711 1,956,066 to affiliates depletion, and amortization 15,973,432 2,142,358
17,503,819 179,002
2,300,782 84,618
Payments of travel or entertainment state, or local public officials Conferences, Interest Payments conventions,
249,779 1,760,459
45,932 195,607
14,508,615 2,141,548
1,464,817 810
Bad Debt Indigent Patient tax transport dues Expense
40,474,939 3,351,219 997,251 401,774 171,888 248,541 1 through 24f 315,383,686
40,474,939 3,351,219 768,577 179,779 171,843 217,748 292,426,836 228,674 221,995 45 30,793 22,956,850 0
f 25 26 A II other
(A) Beginning of year Cas h- non - Int e re s t - be a n ng Savings Pledges Accounts and temporary and grants receivable, cash Investments net 33,092,481 trustees, key employees, and 5 persons (as defined under section (c )( 3 )( B) Complete Part II of 4958 (f)(1» and 6 receivable, net 6,594,268 4,269,770 bas is Complete lOa lOb s e c urttre s line 11 line 11 214,203,145 141,161,889 72,080,357 10c 11 12 13 14 18,318,910 296,433,470 45,407,722 15 16 17 18 6,223 87,907,677 liability Complete Part IVof Schedule 0 19 20 21 6,223 82,719,616 23,494,668 320,719,788 49,920,930 138,002,880 89,690,806 352,206,025 7 8 9 5,781,942 3,881,107 5,971,361 14,944,434 1 2 3 4 37,960,496 (8) End of year -5,016,508 26,924,397
and former officers, directors, trustees, key compensated employees, and disqualified 22 to unrelated third parties 14,109,487 11,967,811 25,951,281 185,350,201 23 24 25 26 13,758,339 10,749,486 38,783,595 195,938,189
Complete Part I I of Schedule L mortgages notes and notes and loans Complete payable
Secured Unsecured Other
p- and complete
lines 27 102,457,373 8,625,896 27 28 29 114,285,255 10,496,344
and complete 30
31 32 111,083,269 33 34 124,781,599 320,719,788 Form 990 2009)
296,433,470
Softwa re ID: Software Version: EIN: Name: 59-0637874 MARTIN MEMORIAL MEDICAL CENTER INC
Lee Boughner Director William E Carlson Director Evan Collins Director MD MD
5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 5 00 50 00 5 00 5 00 5 00 5 00
41,250 5,000
William Crandall Director Peter Dayton M D Director 4/1/10-9/30/10 DWight Denny T reas ue r / D Irector Michael Director Evans 4/1/10-9/30/10 MD
Joseph Gage M D Director 4/1/10-9/30/10 Shelley Guerard Director 4/1/10-9/30/10 M ary-Jo Horton V Ice C ha Ir / Dire c tor Pamela Houghten Director 4/1/10-9/30/10 Rudolph Director Howard
A lonzo Kight Director George Le hac h Chairman / Director James Mondello Director 4/1/10-9/30/10 Gertrude Director Rodgers
Tom Wilkinson Director John Ziegler Jr Sec reta ry / D Irector Marl 0 n M 0 n ro e Director Mark Robitaille President / CEO Dan Dennison Director 10/1/09-3/31/10 Eva Kemp Director 10/1/09-3/31/10
G e 0 rg e M c L a I n
10/1/09-3/31/10
George Rrtte rs bac h Director 10/1/09-3/31/10
Name (A) and Title (8) Average hours per week Position that (e) (check apply) all
L M Cocorullo
V P / C FO
50 00 50 00 MD 50 00 50 00 50 00 50 00 50 00 50 00 50 40 00 40 00 40 00 40 00 40 00
398,367 330,600 554,138 250,065 284,252 212,150 202,730 325,222 262,250 1,217,484 1,155,154 803,345 664,836 503,238
81,427 71,411 105,783 78,963 96,388 55,159 22,319 56,561 33,757 51,633 53,827 28,970
Ripper Robbins
A my Barry
Robert Lord Coty Collins
John Te qhare ru
A rthur Brink
John Ro bb ins o n M D N e u ro s u rg eon JohnAfsharMD N e u ro s u rg eon John V lola M D Phv s ic re n Gary Griffis Phv s ic re n Kiran Reddy Phv s ic re n MD MD
(A) Total expenses (8) Program service expenses 40,474,939 3,351,219 768,577 179,779 171,843 228,674 221,995 45 (e) Management and general expenses (D) Fundraising expenses
40,474,939 3,351,219 997,251 401,774 171,888
efile GRAPHIC rint - DO NOT PROCESS
For Organizations Exempt From Income Tax Under section 501 (c) and section 527
~ Complete if the organization is described below. ~ Attach to Form 990 or Form 990-EZ. ~ See separate instructions.
Department of theTreasury Internal Revenue Service
If the organization answered "Yes," to Form 990, Part IV, Line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities), then .. Section 501(c)(3) organizations Complete Parts I-A and B Do not complete Part I-C .. Section 501(c) (other than section 501(c)(3)) organizations Complete Parts I-A and C below Do not complete Part I-B .. Section 527 organizations Complete Part I-A only If the organization answered "Yes," to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then .. 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 .. 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," to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35a (regarding proxy tax), then .. Section 501(c)(4), (5), or (6) organizations Complete Part III
Employer 59-0637874
1 2 3 Provide Political Volunteer a d e s c nptro n of the organization's expenditures hours
is exem
t under section 501 c or is a section 527 or anization.
political campaign activities In Part IV
$_-------
ImiM:'
1 2 3 4a b
Complete if the organization
of any excise of any excise Incurred made? In Part IV tax Incurred tax Incurred 4955
is exempt under section SOl(c)(3).
by the organization by organization under section 4955 4955
Enter the amount Enter the amount If the organization Was a correction If "Yes," describe
$_-----I I Yes Yes INo INo
under section for thrs year?
~ $_-------
tax, did It file Form 4720
Imi,a
directly expended
is exempt under section SOl(c) except section SOl(c)(3).
organization for section 527 exempt function for section activities 527 ~
by the filing
Enter the amount of the filing organization's exempt funtro n activities Total exempt function expenditures
$_------and on Form 1120-POL, line 17b for this year?
Add lines 1 and 2 Enterhere
file Form ll20-POL
$_------I Yes INo
State the names, addresses and employer Identification number (EIN) of all section 527 political organizations to which payments were made For each organization listed, enter the amount paid from the filing organization's funds A Iso 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) A dd res s (c)EIN (d) A mount paid from fill ng orga ruzatron's funds If none, enter -0(e) A mount of political contributions received and promptly and directly delivered to a separate political organization If none, enter -0-
Cat No 500845
C Form 990 or 990-EZ
lihii'i!'
A B Check Check
C (Form 990
Complete if the organization under section SOl(h».
If the filing If the filing organization organization belongs checked
is exempt under section SOl(c)(3)
and filed Form S768 (election
to an affiliated group box A and "limited control"
provi s ro ns apply (a) Filing Organization's Totals (b) Affiliated Group Totals
(The term "expenditures" means amounts paid or incurred.) la b Total Total Total Other Total lo bbv mq expenditures lo bbv mq expenditures lo bbv mq expenditures exempt exempt purpose purpose to Influence to Influence (add lines public opinion (grass roots lo bbvmq) lobbv mq)
a legislative 1a and 1b)
body (direct
118,263 118,263 292,308,573
118,263 118,263 312,488,779 312,607,042 1,000,000
expenditures expenditures amount (add lines 1c and 1d) from the following table In both
292,426,836 1,000,000
t.obbvmq columns
If the amount on line le, column (a) or (b) is: Not over $500,000 Over $500,000 but not over $1,000,000 Over $1,000,000 but not over $1,500,000 Over $1,500,000 but not over $17,000,000 Over $17,000,000
The lobbying nontaxable amount is: 20% of the amount on line 1e $100,000 plus 15% of the excess over $500,000 $175,000 plus 10% of the excess over $1,000,000 $225,000 plus 5% of the excess over $1,500,000 $1,000,000
Grassroots Subtract Subtract If there section
(enter Ifzero
25% or less,
of line 1 f) enter enter -0-0file Form 4720 reporting
250,000 0 0
line 19 from line 1a line lffrom line 1c
IS an amount other than zero on either 4911 tax for this year?
line 1 h or line 11, did the organization
4-Year Averaging Period Under Section SOl(h) (Some organizations that made a section SOl(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures
During 4-Year Averaging
(d) 2009 (e) Total
t.obbvmq
t.obbvmq ceiling amount (150% of line 2a, c olurnnte Total lo bbv mq expenditures non-taxable
) 194,740 250,000 184,067 250,000 126,033 250,000 118,263 250,000
623,103 1,000,000
Grassroots ceiling amount (150% of line 2d, column (e» Grassroots lo bbv mq expenditures
Schedule C Form 990 or 990-EZ
lihii.a:1
Complete if the organization is exempt under section SOl(c)(3) (election under section SOl(h».
and has NOT filed Form S768
(a) Yes No (b) Amount
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
Volunteers? Paid staff or management Media advertisements? Mailings Grants Direct Rallies, Other Total to members, legislators, or the public? statements? Publications, or published or broadcast (Include compensation In expenses reported on lines lc through 11)?
f 9 h i j 2a b c d
to other organizations contact activities? lines lc with legislators, If "Yes," through 11
for lo bbv mq purposes? their staffs, government officials, or a legislative body? means?
seminars, describe
conventions, In Part IV
Did the activities If "Yes," If "Yes,"
In line 1 cause
to be not described 4912
501 (c)(3)? 4912
section SOl(c)(S), or section
enter the amount enter the amount
of any tax Incurred of any tax Incurred
under section by organization
If the fill ng orga ruzatron
Inc urred a section
for this yea r?
1:£.ll."1CJ.!.1 Complete if the organization
is exempt under section SOl(c)(4),
SOl(c)(6).
1 2 3 Were substantially Did the organization Did the organization all (90% or more) dues received nondeductible by members? or less? from the prior year? 1 2 3
make only In-house agree to carryover
lo bbv mq expenditures lobbv mq and political
of$2,000 expenditures
l:£.ll."a:t
Complete if the organization SOl(c)(6) If BOTH Part III-A, answered "Yes".
and similar amounts
is exempt under section SOl(c)(4), section SOl(c)(S), or section lines land 2 are answered "No" OR If Part III-A, line 3 IS
1 (do not include amounts of political 2a 2b 2c
Dues, assessments
Section 162(e) non-deductible lo bbv mq and political expenditures expenses for which the section 527(f) tax was paid). b Current year Carryover from last year Total Aggregate amount reported In section 6033(e)(1)(A) notices
of nondeductible
162(e)
If notices were sent and the amount on line 2c exceeds the amount does the organization agree to carryover to the reasonable estimate political expenditure next year? Taxable amount of lo bbv mq and political expenditures
on line 3, what portion of the excess of nondeductible lo bbv mq and 4 5
:£.ll.,'
Com pie t e t his part top ro v Ide the des c n pt Ion s re qUI re d fo r Part 1- A, line 1, Part 1- B, II ne 4, Part 1- C, II ne 5, and Part 11- B, II nell A Iso , complete this part for any additional Information Identifier Part IV, Supplemental Information Ret urn Reference Explanat ion Part II - A N am e Add re ssE I N Ex pen s e s 50 1 h Mart In M em 0 n a I Medical Center 59-0637874292,426,836 Yes PO Box 9010 Stuart FL 34995 Martin Memorial Foundation 59-2343938 2,815,067 no PO Box 9010 Stuart FL 34995 Martin Memorial Health Systems 59-2307522 0 no PO Box 9010 Stuart FL 34995 Coastal Care Corporation 59-2333374 17,365,139 no PO Box 9010 Stuart FL 34995 Schedule C Form 990 or 990EZ 2009
identification number 59-0637874
MEDICAL CENTER INC
"Yes" to Form 990, Part IV, line 7.
Organizations Maintaining Collections of Art, Historical Treasures, Complete If the organization answered "Yes" to Form 990, Part IV, line 8.
(a)Current Year of year balance
(b)Pnor Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
Contributions Investment Grants earnings or losses
or scholarships for facilities
End of year balance Provide the estimated percentage of the year end balance ~ held as
or quasI-endowment ~
of Investment (a) Cost or other baSIS(Investment) (b )Cost or other baSIS(other) 18,660,813 132,885,446 69,495,027 (c) Accumulated
(d) Book value 18,660,813 63,390,419
c Leasehold d Equrprne nt e Other
Improvements 188,563,392 12,096,374 (Column (d) should equal Form 990, Part X, column (B), line 10(c).) 141,675,539 3,032,579 46,887,853 9,063,795 138,002,880
Total. Add lines 1a-1e
375,429 1,316,980 5,846,057
(a) Description receivable cost
Bond Issuance Phv s rc aran Interest
Guarantee Memorial Foundation
10,453,356 4,549,214 174,914 8,177 770,541
Investment Other Other
:E.Ti.~"
23,494,668
(a) Description of Liability Taxes Party Audits
1 Federal Income Third
A Ilowance
657,821 5,092,131 19,576 7,960,281 3,149,826 1,264,046 20,639,511 403
D efe rred c ompe ns atro n Security deposits
Se If Ins ura nc e res e rve PhYSICian Guarantee Asset retirement obligation
D efe rred pe ns Ion Other
38,783,595 to the organization's financial statements that reports the organization's
Part VIII, column (A), line 12) (A), line 25) 1 2 3 4 5 6 7 8 4-8 statements Combine lines 3 and 9 9 10 Part IX, column Subtract
Net unrealized Donated Investment Prior period Other Total Excess
expenses adjustments In Part XIV) (net) Add lines
(Describe adjustments or (deficit)
support per audited financial Part VIII, statements line 12 2a 2b 2c 2d
on line 1 but not on Form 990, on Investments
Net unrealized Donated Recoveries Other
A dd lines Subtract Amounts
2a throug h 2d line 2e from line 1 Included on Form 990, Part VIII, line 12, but not on line 1 Part VIII, line 7b
:£.ll.~'''1
Total expenses s tate me nts Amounts
2d 2e 3 Part IX, line 25, but not on line 1: on Form 990, Part VIII, line 7b
2a throug h 2d line 2e from line 1 Included on Form 990,
Com pie t e t his part top ro v Ide the des c n pt Ion s re qUI re d fo r Part I I, line s 3, 5, and 9, Part I II, line s 1 a and 4, Part IV , II ne s 1 ban d 2 b , Part V , II ne 4, Part X, Part X I, line 8, Part X I I, line s 2 dan d 4 b , and Part X I II, line s 2 dan d 4 b A Iso com pie t e t his part top ro v Ide any additional Information
Ret urn Reference
Explanat ion ctober 1, 2009, the Medical Center adopted quid anc e related to Income taxes, and specifically, accounting for uncertainty In Income taxes, which creates a single model to address uncertain Income tax positions and clarifies the accounting for Income taxes by prescribing a more likely than not minimum recognition threshold that a tax position IS required to meet before being recognized In the financial statements Under the requirements of this new qurdanc e , tax-exempt organizations may be required to record an obligation as the result of a tax position they have historically taken on various tax exposure Items Prior to the Issuance of this new qurdanc e , the determination of when to record a liability for a tax exposure was based on whether a liability was considered probable and reasonably estimable In accordance with accounting rules established by the FASB relating to contingencies The adoption of this quid anc e had no Impact on the consolidated financial s tate me nts Schedule D Form 990 2009
Form 990 ,, Schedule D Part IX., - Other Assets "
(a) Description Interest receivable cost
Bond Issuance Phv s rc aran Interest Investment Other Other
Form 990, Schedule D, Part X, - Other Liabilities
1 A Ilowance Third (a) Description Party Audits of Liability
Se If Ins ura nc e res e rve Phv s ic re n Guarantee Asset retirement obligation
Department oftheTreasury Internal Revenue ervice S Name of the organizat ion MARTIN MEMORIALMEDICALCENTERINC ~ Complete if the organization
answered "Yes" to Form 990, Part IV, question 20. ~ Attach to Form 990. ~ See separate instructions.
Employer identification 59-0637874
Care and Certain Other Communit
b 2 Does the organization If "Yes," IS It a written have a charity policy? Indicate which care policy? If "No,"
Benefits at Cost
Yes No 6a
application of the charity
If the organization has multiple hospitals, care policy to the various hospitals
uniformly tailored
to all hospitals to Individual hospitals care eligibility
A nswer the following based organization's patients Does the organization
(FPG) to determine
free care to low for free care 3a Yes
Inc ome Ind IV i d ua Is? If "Yes,"
ind ICate whic h of the fo llowi ng IS the fa rrulv Inc ome II mit for e Ilg Ibihtv
b "Yes,"
200% eligibility
Other discounted
Does the organization Indicate 200%
use FPG to determine of the following 250%
for providing limit 350%
care to low Income care Other
If 3b Yes
for discounted 400%
provide amounts charity
Indigent"? ItS charity •
If the organization does not use FPG to determine eligibility, describe In Part VI the Income based criteria for determining eligibility for free or discounted care Include In the description whether the organization uses an asset test or other threshold, regardless of Income, to determine eligibility for free or discounted care Does the organization's Does the organization If "Yes," policy budget free or discounted care to the "medically care provided the budgeted under 4 care policy? Sa Sb free or discounted Sc 6a 6b H Instructions Do not submit these Yes Yes No Yes Yes Yes
4 Sa b
for free or discounted care expenses exceed
did the organization's
amount? unable
If "Yes" to line 5b, as a result of budget considerations, care to a patient who was ellglblle for free or discounted Does the organization If "Yes," prepare an annual make community
was the organization care? • report?
to the public? provided In the Schedule
Complete the following table us mq the worksheets worksheets with the Schedule H 7 Charity Care and Certain Other Community
Benefits (b) Persons served (optional)
at Cost (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit (f) Percent of expense total expense
Charity Care and Means-Tested Government Programs
a b c Chanty care at cost (from Worksheets 1 and 2) Unreimbursed Medicaid (from Worksheet 3, column a) Unreimbursed costs-other means-tested government programs (from Worksheet 3, column b) Total Chanty Care and Means-Tested Government Programs Other Benefits Community health Improvement services and community benefit operations (from (Worksheet 4) Health professions education (from Worksheet 5) Subsidized health services (from Worksheet 6) Research (from Worksheet 7) Cash and In-kind contnbutions to community groups (from Worksheet 8) Total Other Benefits
(a) Number of activities or programs (optional)
11,919,030 24,714,929
923,156 14,172,239
10,995,874 10,542,690
4000 % 3840 %
36,633,959
15,095,395
21,538,564
7840 %
8,110 636
43,902 2,392,119
43,202 2,392,119
0020 % 0870 %
f 9 h i
129,196 137,942 137,942
109,166 2,545,187 39,179,146 Cat No
175 875 15,096,270 50192T
108,991 2,544,312 24,082,876
0040 % 0930 % 8770 %
k Total. Add lines 7d and 7J
Schedule H (Form 990) 2009
H (Form 990)
lihii.1
Complete this table If the organization
(c) Total community burldrnq expense
conducted any community
(e) Net community burldrnq expense
burldrnq
(f) Percent of total expense
(a) Number of (b) Persons activities or served (optional) programs (optional) 1 2 3 4 5 6 7 8 9 10 Physical Improvements and housmq Economic development Community support Envrronrnental Improvements Leadership development and training for community members Coalition burldrnq Community health Improvement advocacy Workforce development Other Total 62 877 1 15 199 40 422 6 256
(d) Direct offsetting revenue
0680 %
785 126,900 2,019,166
0% 0050 % 0730 %
1:E.Ti....
Bad Debt Medicare, & Collection
Sect ion A. Bad Debt Expense Does the organization Statement No 15? Enter the amount report bad debt expense In accordance With Heathcare Financial Management 2 3 ASSOCiation 1 bad debt expense (at cost) 7,922,848
Enter the estimated amount of the organization's bad debt expense (at cost) attributable to patients eligible under the organization's charity care pohc v
Provide In Part VI the text of the footnote to the organization's financial statements that describes bad debt expense In addition, describe the costing methodology used In determining the amounts reported on lines 2 and 3, and rationale for Including other bad debt amounts In community benefit
Sect ion B. Medicare 5 6 7 8 Enter total Enter revenue received from Medicare (Including DSH and 1M E) on line 5 5 6 7 97,495,399 115,159,146 -17,663,747
of care relating
to payments or (shortfall)
line 6 from line 5 Tfu s IS the surplus
Describe In Part VI the extent to which any shortfall reported In line 7 should be treated as community be nefit A Iso describe In Part VI the costing methodology or source used to determine the amount reported on line 6 Check the box that describes the method used
Section 9a 9b
Practices have a written debt collection po hc v ? to be followed for 9b Yes 9a Yes
Does the organization If "Yes," patients
.:E.Ti.,'.
does the organization's collection pohc v contain provts ro ns on the collection practices who are known to qualify for charity care or financial assistance? Describe In Part VI
(a) Name of entity (b) Descnption of pnmary activity of entity (c) Organization's profit % or stock ownership % (d) Officers, directors, trustees, or key employees' profit % or stock ownerstupss (e) Phvsicians' profit % or stock ownership %
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Schedule H Form 990 2009
.:.F.Ti .. '.
Facility Information r Name and address
([I (p ([I ,:)_
([I ([I
(") (") ([I
:p m :p ro
.r:.. r;
Q .-+
::r Q c
-a ;::+. ~ -
([I ,:)_
"'" 2-
"'" 2..
Martin Memorial Medical 201 Hospital Ave Stua rt, FL 34994 Martin Memorial Hospital 2100 Salerno Rd Stua rt, FL 34997
Martin Memorial Medical Center 1095 St Lucie West Blvd Port St Lucie, FL 34986
libiD'
part to provide the following Information
Pro v Ide the des c n pt Ion re qUI re d fo r Part I, line 3 c , Part I, line 6 a, Part I, line 7 g, Part I, line 7 , col u m n (f), Part I, line 7 , Part I II , II ne 4, Part I II, line 8, Part I II, line 9 b, and Part V See Ins t ru c t Ion s data Describe howthe organization assesses the health care needs of the communities It serves
See additional 2
Part VI, Line 2 Martin Memorial looks at the demographics of ItS service areas It also looks at e xis ttnq services that are provided by all health care providers In ItS service area A need for emergency care In southern St Lucie County prompted the establishment of a 24 hour freestanding emergency room, which saw 22,958 patients In fiscal year ended 9/30/2010 Patient education of eligibility for assistance. Describe how the organization Informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization's charity care policy Part VI, Line 3 Charity care and assistance programs are posted In the lobbies of the Emergency Departments, Admitting areas and written on patient statements and billing Procedures are provided to the patient upon request Community information. Describe the community the organization serves, taking Into account the geographic area and demographic constituents It serves Part VI, Line 4 Martin Memorial serves Martin County and Southern St Lucie County with an area population of over 332,000 The percentage of the population over the age of 65 was 287% for Martin County and 339% In the South East portion ofSt Lucie County and 174% In the South West portion of St Lucie County Admissions to Martin Memorial from Martin County was 11% Medicaid and 14% from St Lucie County Martin Memorial's service area IS served by two Martin Memorial Hospital and one for profit hospital 4 Community building activities. Describe how the organization's community burldmq activities, as reported In Part II, promote the health of the communities the organization serves Part VI, Line 5 Martin Memorial working with local colleges and university provides real life experiences for their students, providing training for our community future health care workers Martin Memorial also has several programs that promote health care c arrie rs as well as actual Internships for local high school students 5 Provide any other Information Important to describing how the organization's hospitals or other health care facilities further ItS exempt purpose by promoting the health of the community (e g, open medical staff, community board, use of surplus funds, etc) Part VI, Line 6 The Board of Directors of Martin Memorial IS composed of volunteer members of the local community Board members are not employed by Martin Memorial Professional relations and employed family members are disclosed on Schedule L Martin Memorial extends medical staff privileges to all qualified p hy s rc i ans In ItS community Excess funds are used to purchase new capital equipment and facilities Improvements If the organization IS part of an affiliated health care system, describe the respective roles of the organization and ItS affiliates In promoting the health of the c ornmurute s served Part VI, Line 7 Martin Memorial Medical Center belongs to a group of affiliated companies These companies consist of tax exempt companies that provide diagnostic and ambulance services to the local community and fund raising for the benefit of Martin Memorial Medical C e nte r Martin Memoria I a Is 0 has for profit affiliates prov rd Ing phys ICi a n s e rv ICes to the loc a I community, billing and collection s e rv ICes for the affiliated companies There are two limited partnerships that own medical office burldmq , which primarily house affiliated companies medical offices and clinics 8 If applicable, Identify all states with which the organization, or a related organization, files a community benefit report 7 6 3
Form 990 Schedule H, Part VI - Supplemental
Part I, Line 6a Martin Memorial available on the Martin Memorial Medical Center web site Includes
benefits In Its Annual Report The Annual Report IS
Form 990 Schedule H, Part VI - Supplemental Information,
Part I, Line 7 The cost accounting per patient and allocates overhead Individual patient system used for these calculations cost based on standard statistics
segments This system calculates actual cost to the procedure level for each cost
addresses all patient This system calculates
Part I, Line 79
Part I, Line 7f Bad Debt expense In the amount of$40,474,939
from total expense when making this calculation
Part III, Line 4 The cost to charges ratio used from worksheet 2 was used to calculate the line 2 bad debt expense The cost to charges ratio comes from our cost accounting software, which takes Into account actual cost and actual bad debt The Medical Center attempts to qualify all non Insured patients for aM e dic aid or other means tested program A ny patient that Martin IS unable to qualify IS classified as self pay The bad debt IS based on unpaid self pay balances Martin does not use any portion of bad debt In ItS chanty care calculation
Part II I, Lin e 8 The s h 0 rt fa II 0 f $ 1 7 ,6 6 3 ,7 4 7 re p re sen t sun re rrnb u rs e d s e rv Ice s tom e m be rs 0 f 0 u r com m u nit y The s e s e rv Ice s a re a v It a I part of the health care Martin M emonal provides to these patients 0 nly by providing these services below cost are we able to meet the needs of these patients
Part III, Line 9b Martin Memonallntervlews potential chanty care patients/guarantors to determine the payment sources, ascertain whether a referral for a medical economic social payment source IS advisable or determine If the patient qualifies for chanty care Martin Memonallooks at the patients assets, liabilities, Income, family Size, e xrs tmq monthly bills, and other pertinent financial Indicators Martin Memonal uses the State ofFlonda HCCB Chanty/Uncompensated Care GUidelines (200% of the current Federal Poverty GUidelines) as a threshold for granting chanty care In certain Instances where medical indrqe nc v IS ascertained, chanty care would be approved for cases that exceed the HCCB Income threshold quide hne s After the Interview, rf full or partial payment IS not anticipated, the account IS converted to a chanty care status, and will not be considered bad debt 0 nce converted to chanty care the patient IS not expected to make payments IS not pursued for payment
Part V Martin Memorial also operates sleep lab and a wound care center 5 rehabilitation clinics, 2 cancer
centers, 5 wellness centers, 1 speech pathology clinic, 1
Department of the Treasury Internal Revenue Service Name of the organization MARTIN MEMORIAL MEDICAL
Grants and Other Assistance to Organizations, Governments and Individuals in the United States
Complete if the organization answered ... Attach "Yes," to Form 990, Part IV, line 21 or 22. to Form 990
Open to Public Inspection Employer identification number 59-0637874
on Grants and Assistance
of the grants or assistance, the grantees' States eligibility for the grants or assistance, and
Does the organization maintain records to substantiate the amount the selection criteria used to award the grants or assistance? • Describe In Part IV the organization's procedures for monitoring
the use of grant funds In the United
liitii.1
Grants and Other Assistance to Governments and Organizations in the United States. Complete If the organization answered "Yes" to Form 990, Part IV, line 21 for any reciprent that received more than $5,000. Check this box If no one reciprent received more than $5,000. Use Part IV and Schedule 1-1 (Form 990) If additional space IS needed.
of (b) EIN (c) IRC Code section If applicable (d) Amount of cash grant (e) A mount of noncash assistance Method of valuation (book, FMV, appraisal, othe r) FMV (f) (g) Description of non-cash assistance
(a) Name and address organization or government
Indian River State College 3 2 0 9 V Irg InIa A ve Fort Pierce, FL 34981
591105591
77 ,299
Enter total Enter total
50 1(c)(3)
number of other organizations. for Form 990. Cat No SOOSSP
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions
I (Form 990)
Grants and Other Assistance to Individuals in the United States. Complete If the organization Use Schedule 1-1 (Form 990) If additional space IS needed.
of grant or assistance (b)N umber of re c rpre nts (c)A mount of cash grant (d)A mount of non-cash assistance
answered "Yes" to Form 990, Part IV, line 22.
(a)Type
(e)M ethod of valuation (book, FMV, appraisal, other)
(f)Descnptlon
Sc hola rs hips Health Care for Indigent patients d
5 107 186
4,375 84,682 62,512
FMV FMV FMV FMV
She Ite r/tra ns portatron/foo
Complete this part to provide the information
Part I, line 2, and any other additional information.
Ret urn Reference Part I, Line 2
P roc ed ure for M orutormq Grants In the U S
Schedule I, Part I, Line 2 Health Care related scholarships are awarded based on academic performance and need Health care assistance IS provided to our oncology patients that have a financial need Including help paying for medical expenses food shelter and transportation Our Soc i a I Se rv ICes De pa rtme nt a Is 0 as s ISt Ind Ige nt p atre nts that a re be Ing dis c ha rged with pharmacy Items Grants are closely monitored and assessments are made to Insure they are used for the purposes provided Our education department works closely with the college as to the use of the funds provided to Insure they are used properly
4a 4b 4c Yes
For each Individual whose compensation must be reported In Schedule J, report compensation Instructions on row (II) Do not list any Individuals that are not listed on Form 990, Part VII Note. The sum of columns (A) Name (B)(I)-(III) must equal the applicable (8) Breakdown ofW-2 column and/or (D) or column 1099-MISC
line la (0) Nontaxable be nefits (E) Total of columns (B)(I)-(D) (F) Compensation reported In prior Form 990 or Form 990- EZ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
(i) Base compensation Mark Robitaille L M Cocorullo Karen Ripper Howard Robbins A my Barry Robert Lord Miguel Coty MD (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) (I) (II) 482,171 0 330,216 0 272,799 0 343,739 0 207,360 0 237,267 0 187,009 0 198,602 0 249,059 0 219,938 0 809,001 0 804,898 0 761,245 0 501,095 0 467,096 0
(ii) Bonus & Incentive compensation 48,238 0 45,007 0 33,922 0 46,344 0 26,052 0 30,063 0 22,012 0 4,007 0 30,627 0 26,072 0 370,063 0 315,528 0 0 0 163,741 0 0 0
(C) Retirement and other deferred compensation 17,128 0 0 61,834 0 0 46,883 0 0 98,387 0 0 54,475 0 0 72,875 0 3,129 0 121 0 32,804 0 0 0 37,438 0 0 10,542 0 0 21,835 0 0 23,252 0 0 0 0 0 0 8,253 0 0 0
26,735 23,144 23,879 164,055 16,653 16,922
25,442 0 19,593 0 24,528 0 7,396 0 24,488 0 23,513 0 22,355 0 22,319 0 19,123 0 23,215 0 29,798 0 30,575 0 28,970 0 1,800 0 1,800 0
599,714 0 479,794 0 402,011 0 659,921 0 329,028 0 380,640 0 267,309 0 225,049 0 381,783 0 296,007 0 1,269,117 0 1,208,981 0 832,315 0 666,636 0 513,291 0
Edmund Collins John Te qhare ru A rthur Brink John Ro bb ins o n M D JohnAfsharMD John V lola M D Gary Griffis MD
45,536 16,240 38,420 34,728 42,100 0 0 0 36,142
Kiran Reddy M D
Complete Identifier this
part to provide Return Reference Part I, Line 1 a The unqualified Part I, Line 4a Defined Benefit the Information, explanation, or descriptions required for Part I, lines Explanat ion SERP Plan has a tax adjus trne nt factor In ItS benefit calculation la, 1 b, 4c, 5a, 5b, 6a, 6b, 7, and 8 A Iso complete this part for any additional Information
Martin Memorial maintains several unfunded supplemental retirement plans The amounts accrued (not paid) were $58,127 for Mr Lord, $25,172 for Ms Ba rry , $21,789 for Mr Coty, $20,800 for Mr Collins $70,087 for Dr Robbins, and $3,480 for Ms Ripper Several participants received distributions from the plan $13,883 for Mr Lord, $5,656 for Ms Barry, and $145,936 for Mr Ta qh are ru For Dr Robbins $140,233 was reported as taxable Income but not distributed Dr Afshar, Dr Robinson, Dr Viola, Dr Grtffis , and Dr Reddy do not participate In these plans Mark Robitaille L Mark Cocorullo Amy Barry, Howard Robbins, Robert Lord, Miguel Coty, Arthur Brink, Edmond Collins, Karen Ripper, and John Te qhare ru received Incentive payments These payments are based on a fixed amount set by the Board of Directors prior to the beginning of the year The Board scores their performance against their personal and organizational goals set In their MBO, which were completed prro r to the beginning of the year They receive a percentage of the payment set by the Board at the beginning of the year, based on their M BO scores John Robb ms o n, John Afshar, John Viola, Gary Grtffis , and Kiran Reddy also receive Incentive payments, with thrr M BO s being scored by officers of the Corporation These Doctors' M BO s have a work load unit portion that IS partially based on number of patients seen The doctors are paid an Incentive for the number of workload units above a predetermined number of units
Part I, Line 7
Open to Public Inspection Employer identification number 59-0637874 (h) 0 n Behalf of Iss ue r Yes No
See Schedule 0 Martin County Health Facilities Authority See Schedule 0 Martin County Health Facilities Authority See Schedule 0 Martin County Health Facilities Authority See Schedule 0 Martin County Health Facilities Authority
36-2646523
noneavall
See Schedule In the Medical
0 Equipment Center
See Schedule 0 0 pen Heart Surgery U nit construction and equipment See Schedule 0 Refund 1997 bonds Renovate of ground floor of Medical Center See Schedule 0 Refund 2002A bonds - EquIp for Emergency and Operating Rm C 17,190,000 D 13,930,000
573903DY4
573903DX6
A 1 2 3 4 5 6 7 8 Total proceeds of Issue re s e rv e fu nd s 13,7 97 ,4 30 13,7 97 ,4 30 10,177,699 B 10,021,407 E
C a pita I ex pe nd iture s from proc eeds Year of substantial completion Yes
10,021,406 2009 No X X X and records to support X X X Yes 2006 No X X X X X Yes 2007 No X Yes 2007 No Yes No
Were the bonds We re the bonds
ISsued as pa rt of an adva nc e refund Ing ISs ue ? of proceeds been made? books
Does the organization maintain the final allocation of proceeds?
A Yes 1 2 Was the organization which owned property a partner financed In a partnership, or a member by tax-exempt bonds? to the financed of an LLC, property No X X Yes B No X X Cat No S0193E Schedule K (Form 990) 2009 Yes C No Yes D No Yes E No
Wachovla
Bank NA 25 000000000000
Name of provider Term of GIC the fair
Was the regulatory safe harbor for establishing market value of the GIC satisfied? Were any gross proceeds temporary period? Did the bond Issue qualify Invested beyond
for an exception to rebate?
~ 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 lines 38a or 40b. ~ Attach to Form 990 or Form 990-EZ. ~See separate instructions.
Name of the organizat
59-0637874
Complete 1 If the organization answered
(section 501(c)(3)
"Yes" on Form 990
and section 501 (c)(4) organizations only). , Part IV , line 25a or 25b , or Form 990-EZ , Part V , line
40b (c) Corrected? Yes No
(a) N a me of dis q ua lrfre d pe rs on
Enter the amount section 4958 • Enter the amount
of tax Imposed
durmq the year under ,... $
of tax, If any, on line 2, above,
,... $
lrii .•
Loans to and/or
answered "Yes" (b) Loan to or from the organization? To From
on Form 990
V , line 38a (g)Wrltten agreement? Yes No
(a) Name of Interested purpose
(c)O nqmal principal amount
(d)Balance
(e) In default? Yes No
(f) Approved by board or committee? Yes No
Grants or Assistance Benefitting Interested Persons. C ornplete If t h e orqaruzatron answere d " Yes on Form 990 Part IV
(a) Name of Interested person (b)Relatlonshlp between Interested and the organization
me 2 7.
• :E.Ti.,'"
Business Transactions Involving Interested Persons . Complete If the organization answered "Yes" on Form 990, Part IV, hne 28a, 28b, or 28c.
person (b) Relationship between Interested person and the organization Family of director of (c) A mount of transaction 60,604 1,473,976 (d) Description of transaction (e) Sharing of organization's reve nue s ? Yes W-2 wages Martin County Anesthesia Group prov Ides a nes thes i a services to Martin Memorial Medical Center Smithfield Plaza, LLC rents office space to Martin Memorial Medical Center No No No
(a) Name of Interested
Boughner County Ane s te s ia Group
George M c La In, director owns 20% Martin County A ne s te s ia Group
Plaza LLC
George Rrtte rs ba c h, director owns 6 5% of Smithfield Plaza, LLC
For Privacy Act and Paperwork Reduction Act Notice, see the tntructlons
Cat No SOOS6A
Form 990, Part V I, Section A, line 6
Martin Merronal Health Systems, Inc a 501(c)(3) Martin Merronal Medical Center, Inc
the sole member of
Form 990, Part V I, Section A, line 7a
The Members of Martin Memorial Health Systems may elect one or more members to the governing body
Form 990, Part V I, Section A, line 7b
The decisions of the Board of Martin Memorial Medical Center are subject to approval by the Board of Martin Memorial Health Systems
The Form 990 IS e-rrailed (trailed If the director does not have e-Mail) to all members of the Board of Directors prior to the Form 990 being filed The Form 990 IS prepared by Ernst & Young, LLP and also goes through a process were at least 2 members of Martin Memorial's accounting staff, the Asst VP of Finance, the CFO and the President of Martin Memorial review s the 990 to Insure the accuracy and completeness of the return prior to It being filed
The Corporate Compliance Officer surveys each director officer and key employee of Martin Memorial Medical Center and related affiliated companies These annual surveys are designed to determine If any potential conflicts of Interest exist The Corporate Compliance officer educates board members, officers and key employees of their responsibility to report any possible conflicts of Interest that may arise between annual surveys The Corporate Compliance Officer also monitors and Investigates any possible conflicts that may arise
Form 990, Part VI, Section B, line 15
Executive compensation at Martin Memorial Health System IS governed and controlled by the Compensation & Retirement Committee of the Board of Directors according to policies set by the board as a w hole The committee IS made up entirely of community leaders, none of w hom are employed by Martin Memorial Medical Center The committee determines pay levels at MMHS In comparison with other not-tor-pront hospitals and health systems like MMHS In size and complexity, and which serve sunlar types of communities ~ looks at national data but also also takes Into consideration data from sunlar health systems In the Southeast region of the country The committee review s comparability data on salary levels, Incentive pay, and benefit costs, assessing each element of compensation Independently and total compensation In aggregate The committee retains Independent consultants to gather comparability data on executive compensation In the MMHS peer group These consultants regularly assist the committee In making ItS determinations that executive compensation at MMHS remains reasonable and consistent with the board-approved MMHS executive compensation philosophy Compensation reported In the Form 990, particularly benefit costs, may be confusing, especially w hen making comparisons from one organization to another, or even from one year to another for the same organization Retirement benefit costs vary widely depending on the type of plan - defined benefit or contribution, and the age and tenure of the executive In the current year, several executives received deferred compensation In conjunction with vesting In retirement benefits earned over the course of long years of service with Martin Memorial
Martin Memorial Medical Center does not make Its governing documents, conflict of Interest policy, or financial statements available to the public The Form 990 which Includes Income statement and balance sheet IS available upon request The Form 990 IS also available online through third party reporting services
Part VII Line 1a Column (A) and (B)
Alonzo Kight provided 5 hours hours per week to Martin Merronal Foundation Amy Barry provided 5 hours per week to Coastal Care Corporation Arthur Brmk provided 50 hours per week to Martin Merronal Foundation Ow Ight Denny provided 5 hours per week to Martin Merronal Health Systems and 5 hours per week to Martin Merronal Foundation Edmund Collins provided 5 hours per week to Coastal Care Corporation George Lehach provided 5 hours per week to Martin Merronal Health Systems, and 5 hours hours per week to Martin Merrorail Foundation George Mel.am provided 5 hours hours per week to Martin Merronal Health Systems George Rltlersbach provided 5 hours hours per week to Martin Merroral Health Systems Howard Robbins provided 5 hours hours per week to Coastal Care Corporation John Taqhareru provided 5 hours hours per week to Coastal Care Corporation John Ziegler provided 5 hours hours per week to Martin Merronal Health Systems Joseph Gage provided 5 hours hours per week to Martin Merronal Foundation Karen Ripper provided 5 hours hours per week to Coastal Care Corporation L Mark Cocorullo Provided 5 hours hours per week to Martin Merronal Health Systems, 5 hours hours per week to Coastal Care Corporation and 1 hour per week to Martin Merronal Foundation Lee Boughner provided 5 hours hours per week to Martin Merronal Foundation Mark Robitaille provided 5 Hours hours per week to Martin Merronal Health Systems, 5 hours hours per week to Coastal Care Corporation and 1 hour per week to Martin Merronal Foundation Mary-Jo Horton provided 5 hours hours per week to Martin Merronal Health Systems Miguel Coty provided 5 hours hours per week to Coastal Care Corporation Rembert Cnbb provided 5 hours hours per week to Martin Merronal Health Systems William Carlson provided 5 hours hours per week to Martin Merronal Health Systems William Crandall provided 5 hours hours per week to Martin Merronal Foundation
Schedule R Line 2 Transaction type 0
Martin Merronal Medical Center allocates to Coastal Care Corporation and Medical & Financial Management their share of employee benefits, Insurance cost and other expense paid by Martin Merronal Medical Center Medical & Financial Management also rents space from Martin Merronal Medical Center These arrounts are paid In full each rronth These Items were September allocations and rent that were paid In October Martin Merronal Medical Center IS a 99% ow ner of Medical Center at St Lucie West The Medical Center pays certain expenses for the Medical Center at St Lucie West, which IS reimbursed by the Medical Center at St Lucie West
and Unrelated Partnerships
~ Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. ~ Attach to Form 990. ~ See separate instructions.
of Disregarded
(a) and EIN of disregarded
Entities (Complete
answered "Yes" on Form 990 , Part IV , line 33 )
(e) Legal domicile (state or foreiq n cou ntry)
(e) End-of-year
assets Direct controlling entity
Martin Memorial Acqursrtion PO Box 9010 Stuart, FL 34995
LLC Holds land for future hospital FL 0 10,643,129 N/A
•. jlSIj.'.
Identification of Related Tax-Exempt or more related tax-exempt organizations
(a) and EIN of related
Organizations (Complete durrnq the tax year.)
answered " Yes " on Form 990, Part IV, line 34 because It had one
(e) Public charity status (If section 501(c)(3»
Systems Supports Martin Memorial Medical Center and Coastal Care Corporation FL 501(c)(3) line 11 Ty pe II N/A
PO Box 9010 Stuart, FL 34995 59-2307522 Martin Memorial Foundation
PO Box 9010 Stuart, FL 34995 59-2343938 Coastal Care Corporation
Fu nd rasing to su pport affiliated ex em pt companies
PO Box 9010 Stuart, FL 34995 59-2333374
Act and Pa erwork Reduction Act Notice see the Instructions
50135Y
Schedule R Form 990
R (Form
.miUI
Identification of Related Organizations Taxable as a Partnership (Complete If the organization because It had one or more related organizations treated as a partnership dunng the tax year.)
Primary activity (c) Legal domicile (state or foreign country)
answered "Yes" on Form 990, Part IV, line 34
Code V-UBI amount In box 20 of Schedule K-1 (Form 1065) (j) General or managing partner?
(a) Name, address, and EIN of related organization
(e) Predominant Income (related, unrelated, excluded from tax under sections 512514)
(g) Share of end-of-year assets
Disproprtionate allocations?
Yes Medical West Center at St LUCIe Med tea I offices FL N/A Rental Income 498,420 10,724,497
1095 St LUCIe West Blvd Port St LUCie, Fl34986 65-0504863 Medical Sound Center at Hobe
11600 S Federal Highway Hobe Sound, FL34997 65-0748232
Med tea I offices
2,017,788
IjlSIj.l'4
Identification of Related Organizations Taxable as a Corporation or Trust (Complete If the organization line 34 because It had one or more related organizations treated as a corporation or trust dunng the tax year.)
address, (a) and EIN of related organization
answered " Yes " on Form 990, Part IV,
(c) Legal domicile (state or foreign country)
(e) Ty pe of entity (C corp, S corp, or trust)
Martin Memorial PO Box 9010 Stuart, Fl34995 65-0556041
PhYSICian Corporation Phvsicia n offices FL N/A C
Medical & Financial PO Box 9010 Stuart, Fl34995 59-2320501 Medical Campus PO Box 9010 Stuart, Fl34995 65-0605328
Management Billing & Collecion services FL N/A C
Management Med tea I Offices FL N/A C
CSC Condominium ASSOCiation 501 Riverside Drive Stua rt, Fl34994 59-2843163
R (Form 990)
Mma'_
b Receipt
IS listed In Parts
answered "Yes" on Form 990 Part IV line 34 35 or 36 )
Note. Complete
line 1 If any entity
II, III or IV
transactions entity with one or more related organizations listed In Parts
1 DUring the tax year, did the o rqraruz atro n engage of (i) Interest or capital or capital (ii) annuities contribution contribution (iii)
In any of the following (iv)
II-IV?
1a 1b Yes Yes Yes Yes No
rent from a controlled ) )
Gift, grant, Gift, grant, Loans Loans
orqaruzatronts orqaruzatronts )
or loan guarantees or loan guarantees
to or for other by other
orqaruzattorus )
orqaruzatronts
Sale of assets Purchase Exchange Lease
orqaruzattorus
1f 19 1h
of assets of assets
of fa c rhtte s , equipment,
of fa c rhtte s , equipment, of services of services
) orqaruzattorus orqaruzatronts ) )
1j 1k 11 1m 1n
or membership or membership mailing
or fundrais or fundrais
mq solicitations mq solicitations assets
for other by other
m Sharing n Sharing
of fa c rhtte s , equipment, of paid employees
hs ts , or other
paid to other paid by other
for expenses for expenses
10 1p
of cash or property of cash or property
orqaruzatronts orqaruzatronts
1q 1r
to any of the above
IS "Yes,"
on who must complete
and transaction (b) Transaction type(a-r)
thresholds (c) Amount Involved
Name of other organization (1) See Additional Data Table (2)
answered "Yes" on Form 990, Part IV, line 37.)
of Its activities (measured by total assets or gross
Provide the following Information for each entity taxed as a partnership through which the organization conducted more than five percent revenue) that was not a related organization See Instructions regarding exclusion for certain Investment partnerships
(b) Primary activity
(d) Are all partners section 501(c)(3) organizations?
(e) Share of end-of-year assets
Code V-UBI amount In box 20 of Schedule K-1 (Form 1065)
(h) General or managing partner?
R, Part V - Transactions
Transaction type(a- r) A mount (e) Involved ($)
(1) (1) (2) (3) (4) (5)
Martin Coastal Coastal Coastal Medical Medical Medical Martin Martin Martin
C K J L A K L A K J J J 0 D D D
2,699,844 401,982 774,117 1,496,390 51,040 186,664 1,192,109 257,070 786,045 117,640 1,072,461 111,600 126,645 119,275 242,389 381,742
Care Corporation Care Corporation Care Corporation & Financial & Financial & Financial Memorial Memorial Memorial Center Center Management Management Management
Phv s ic re n Corporation Phv s ic re n Corporation Phv s ic re n Corporation at St Lucie West at Hobe Sound Association
CSC Condominium Coastal Medical Medical
Care Corporation & Financial Center Management
at St Lucie West
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