efile GRAPHIC

Form990

rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

Return of Organization Exempt From Income Tax
~
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

2009
Open to Public Inspection
number

~The

organization year

may have to use a copy of this return 10-01-2009 and ending

state

reporting

requirements

calendar

, or

tax year beginning

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

I

(772)

287-5200

G Gross receipts $ 369,271,061

F Name and address Mark E Robitaille 201 Hospital Ave Stua rt, FL 34994

of principal

officer

H(a)

Is this a group return affiliates? Are all affiliates If"No," attach

for IYes I ~

PYes

No I No

H(b) I 4947(a)(1) or 1527

included? a list number

I J

Tax-exempt status Website: ~

P-

(see Instructions)

501(c) ( 3)

"'II1II

(Insert no )

H(c)

Group exemption

www mmhs com

K Form of organization • :.Fi•• 1

P- Corporation I

Trust I

ASSOCiation Other ~ I

L Year of formation

1939

M State of legal domicile FL

Summary
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

... ,..
Q

~ 0 is
>6

<is ,..

2 3 4 5 6

Check Number

this box ~ of voting

If the organization members

discontinued

ItS operations line la)

or disposed

of more than 25%

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

of the governing members

body (Part VI,

~
-l>

N umber of Independent Total Total number number

voting

of the governing

body (Part VI,

line 1 b)

4 5 6 7a 7b Prior Year

~ ~

of employees of volunteers

(Part V, line 2a) (estimate If necessary)

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

8
(])

Contributions

and grants

(Part VIII,

line lh)

1,607,733 308,765,081 and 7d ) -4,041,740 3,340,476 309,671,550

=c
(])

9 10 11 12 13 14

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,

::0-

Q;:

'1.

a ther
Total 12) Grants

revenue

(P art V I II,

column

(A), lines 5, 6 d , 8c, 9 c , 10c, and 11 e) 11 (must equal Part VIII, column ) (A), line

revenue-add and Similar

lines 8 through amounts

paid (Part IX, column (Part IX, column employee benefits

(A), lines 1-3 (A), line 4) (Part IX, column

218,274

Benefits Salaries, 10)

paid to or for members other compensation,

*
'"
a; ~

15 16a b 17 18 19

(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

Revenue

less expenses

line 18 from line 12

~~ q_.<'I: ~~

3~
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

zL2

ct:'g

.:.F-T1

i.'.

22

Net assets

or fund balances

Signature

Block

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

Sign Here

~ ~

Signature of officer Mark E Robitaille President/ CEO Type or print name and title
~

Paid Preparer's Use Only

signature

Preparer's

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

·r

Preparer's idennfvmq number (see Instructions)

EIN • Phone no (see Instructions)

(864) 242-5740 p-Yes INo

May the IRS diSCUSS this return

With the preparer

shown above?

For Privac

Act and Pa erwork

Reduction

Act

Notice

see the se arate

instructions.

Cat

No

11282Y

Form 990

2009

Form 990

(2009)

Page

lilMiUi
1 Briefly To provide

2

Statement
describe exceptional

of Program Service Accomplishments
mission to every patient, every time care, hope and compassion

the organization's health

2

Did the organization the prior Form 990 If "Yes," describe

undertake or 990-EZ? these

any significant

program 0

services

durrnq

the year which were not listed

on

I" Yes PI" Yes P-

No

new services conducting,

on Schedule

3

Did the organization s e rv ICes? If "Yes," describe

cease these

or make significant 0

changes

In how It conducts,

any program

No

changes

on Schedule

4

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 $

and

4a

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

4b

(Code

) (Expenses $

Including grants of $

) (Revenue $

4c

(Code

) (Expenses $

Including grants of $

) (Revenue $

4d

Other

program

services

(De s c nb e In Schedule Including

0) grants of $ ) (Revenue

(Expenses

$

$

4e

Total program service expensese-s

292,426,836 Form 990 2009

Form 990

(2009)

Page

3

.~.".
1 2 3 4 5 6

Checklist of Required Schedules
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

or Indirect

political

campaign

on behalf of or In opposition

If "Yes,"complete

Schedule C, Part I~ engage

organizations.

Did the organization

In lobbv mq activities?

Section 501(c)(4), 501(c)(5), and 501(c)(6) notice and reporting requirement and proxy

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

No No No

7 8 9

of art, historical

assets?

complete Schedule 0, Part II I ~

Did the organization report an amount In Part X, line 21, serve as a custodian provide credit counseling, debt management, credit repair, or debt negotiation complete Schedule 0, Part I~

I

9 10

I
Yes

I

No No

10 11

Did the organization, endowments? Is the organization's Parts VI, VII, VIII, .. Did the organization Schedule 0, Part VI.

directly answer report

or through

a related

organization, questions

hold assets "Yes"?

In term,

permanent,or

quas r-

If "Yes," complete Schedule 0, Part ~ to any of the following an amount If so,complete Schedule 0, 11 for land, b uild mqs , and equipment In Part X, Ilne10? If "Yes," complete IS 5% or more of IS 5% or more of assets

IX, or X as applicable .

.. Did the organization report an amount for Investments-other ItS total assets reported In Part X, line 16? If "Yes,"complete

s e c urttre s In Part X, line 12 that Schedule 0, Part VII.

.. Did the organization report an amount for Investments-program related In Part X, line 13 that ItS total assets reported In Part X, line 16? If "Yes,"complete Schedule 0, Part VIII. .. Did the organization report an amount for other assets In Part X, line 15 that re ported In Part X, II ne 16? If "Yes," complete Schedule 0, Part IX . .. Did the orga ruzation

IS 5% or more of ItS total

re port a n a mount for othe r ha b ihtre s In Part X, line 25? If "Yes," complete Schedule 0, Part X.

.. 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

Schedule 0, Parts XI, XII, and XI II a school maintain described an office, In section employees,

IS

optional If "Yes, "complete Schedule E of the United States?

~

I12AYeS 13 14a 14b 15

I I

I I
No No No No No No

170(b)(1)(A)(II)? or agents

outside

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

of aggregate

or assistance on

16 fundrars mq services 17

Did the organization report a total of more than $15,000, of expenses for professional Part I X, column (A), lines 6 and 11 e? If "Yes," complete Schedule G, Part I Did the organization report more than $15,000 total of fundrars V II I, lines 1 c and 8 a? If "Yes," complete Schedule G, Part II Did the organization report more than $15,000 "Yes," complete Schedule G, Part II I Did the organization operate of gross Income mq event gross Income

and contributions on Part VIII,

on Part 18

No No Yes Form 990 2009)

from gaming

activities

line 9a? If

19 20

one or more hospitals?

If "Yes,"complete

Schedule H

Form 990

(2009)

Page

4

Checklist of Required Schedules (continued)
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

24a

Yes No No No

Did the organization maintain an escrow to defease any tax-exempt bonds? • Did the organization Section 501(c)(3)

other than a refunding

at any time durrnq

the year

act as an "on behalf of" Issuer and 501(c)(4) organizations.

25a b

Did the organization

engage .

benefit

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 .

~

26

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

I
26

I I
27

I
No

27

I

I

No

28

a

A current IV

or former

officer,

director,

trustee,

or key employee?

Schedule L, Part ~ 28a ~ 28b Yes No

b

A family entity

member

of a current .

or former or former

officer, officer,

director, director,

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 .

director,

trustee,

or owner? If "Yes,"complete In non-cash

Schedule L, Part IV

Did the organization

more than $25,000

contributions?

If "Yes, "complete Schedule M similar assets, or qualified

No No No No Yes Yes Yes No No

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, .

or other

and cease

operations?

If "Yes," complete Schedule N, 31 of ItS net assets? If "Yes," complete 32

sell, exchange, own 100% related

dispose

of, or transfer disregarded

more than 25%

of an entity

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

the meaning

512(b)(13)?

Schedule R, Part V, line 2 501(c)(3) organization? and that

organizations. conduct

Did the organization

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

an entity

that IS not a related

organization ~ 11 and 19?

tax purposes?

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

Form 990 (2009)

.:l";H.'.
Form 990 la b

(2009)

Page

5

Statements

Regarding Other IRS Filings and Tax Compliance
Yes No

Enterthe number of U.S. Information

reported In Box 3 of Form 1096,AnnualSummaryandTransmlttal Returns. Enter -0- If not applicable la 145

Enter the number

of Forms

W-2G

Included

In line 1a Enter -0- If not applicable rules for reportable payments

lb to vendors and reportable

o
lc Yes

c
2a

Did the organization comply gaming (gambling) winnings

with backup withholding to prize winners?

Enter the number of employees Statements filed for the calendar return b

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

If at least one IS reported on line 2a, did the organization Note: If the sum of lines 1a and 2a IS greater than 250, Instructions) Did the organization return? have unrelated business for this gross

3a b 4a

Income

of$l,OOO

or more durrnq
In

the year covered

by this 3a Yes Yes 3b

If "Yes,"

has It filed a Form 990-T

year?

If "No," provide an explanation

Schedule 0

At any time durmq the calendar year, did the organization have an Interest In, or a signature or other authority over, a financial account In a foreign country (such as a bank account, s e c untre s account, or other financial account)? b If"Yes," enter the name of the foreign country ~ See the Instructions for exceptions and filing requirements Financial Accounts Was the organization Did any taxable party a party notify to a prohibited the organization tax shelter that I for Form TD F 90-22 at any time 1, Report durrnq of Foreign Bank and

4a

No

Sa b

transaction

the tax year? transaction? Regarding

Sa Sb Sc

No No

It was or IS a party

to a prohibited

tax shelter

c
6a b 7

If "Yes" to line Sa or 5b, did the organization Prohibited Tax Shelter Transaction?

file Form 8886-T,

Disclosure greater

by Tax-Exempt than $100,000, that

Entity

Does the organization have annual gross receipts that are normally organization solicit any contributions that were not tax deductible? If "Yes," did the organization were not tax deductible? Include with every solicitation

and did the or gifts

r---+---r----6a No

an express

statement

such contributions

Organizations that may receive deductible contributions under section 170(c).

r---+---r----and partly for goods and 7a 7b It was required to 7c No f----+---f-----on a personal contract? No

6b

a
b

Did the organization receive a payment services provided to the payor? If "Yes," did the organization notify

In excess

of$75

made partly of the goods of tangible the year directly

as a contribution or services personal

the donor

of the value dispose

provided? for which • • 7d

c
d e f g h 8

Did the organization file Form 8282? If "Yes," Indicate

sell, exchange,

or otherwise 8282 receive

property •

the number

of Forms

filed durmq any funds,

I
or Indirectly,

I

Did the organization, benefit contract? Did the organization, For all contributions For contributions re qUI re d?

durrnq the year, durrnq the year,

to pay premiums benefit

pay premiums, property, and other

directly

or Indirectly,

on a personal file Form 8899

~--+----+----7f No 7g

7e

No

of qualified of cars, boats,

Intellectual airplanes,

did the organization vehicles,

as required? as

did the organization

file a Form 1098-C

7h

Sponsoring organizations maintaining donor advised funds and section S09(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time durrnq the year? Sponsoring organizations maintaining donor advised funds.

8

9

a
b 10

Did the organization Did the organization Section SOl(c)(7) Initiation

make any taxable make a distribution organizations. Enter contributions on Form 990,

distributions to a donor,

under section donor advisor,

4966? or related person?

9a 9b

a
b 11

fees and capital Included

Included Part VIII,

on Part VIII,

line 12 use of club

I lOa
lOb

I

Gross receipts, facilities

line 12, for public

Section SOl(c)(12) Gross Income

organizations. Enter or shareholders (Do not net amounts from them) due or paid to other sources

a
b

from members

Gross Income from other sources against amounts due or received Section 4947(a)(1) If"Yes,"enterthe year

~--+---------------~
L-_-L

lla

llb In lieu of Form 1041?

~

12a b

non-exempt charitable trusts. Is the organization amount of tax-exempt Interest received oraccrued

filing durrnq

Form 990 the

12a

l12b

I
Form 990 2009

Imu'
Form 990

(2009)

Page

6

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines Sa, Sb, or lOb below, describe the circumstances, processes, or changes In Schedule O. See instructions. Section A. Governing Body and Management
Yes No

la
b 2 3 4 5 6 7a

Enterthe

nurnb e r of v otmq members of voting members

of the governing

body

I
relationship

Enter the number

that are Independent have a family

I

la lb

I I
relationship with any

21 19 2 No No No No Yes Yes Yes

Did any officer, director, trustee, or key employee other officer, director, trustee, or key employee?

or a business

Did the organization delegate control over management duties s up e rvts ro n of officers, directors or trustees, or key employees Did the organization filed? Did the organization Does the organization Does the organization governing body? any d e c is rons make any significant become changes

customarily performed by or under the direct to a management company or other person? documents since the prior Form 990 assets? was

3 4

to ItS organizational

aware durmq the year of a material or stockholders? stockholders, or other

diversion

of the organization's

5 6

have members have members,

persons

who may elect

one or more members or other persons?

of the 7a 7b

bAre 8

of the governing

body subject

to approval

by members,

stockholders, actions

Did the organization year by the following

contemporaneously

document

the meetings

held or written

undertaken

durmq the 8a Yes

a
b 9

The governing Each committee

body? with authority to act on behalfofthe governing body? be reached at the

Is there any officer, director, trustee, or key employee listed In Part VII, Section A, who cannot organization's mailing address? If"Yes," provide the names and addresses In Schedule 0

1--+----+--8b Yes 1--+----+--9 No

Section B. Policies (This Section B requests information Revenue Code.)
lOa
b 11 Does the organization If "Yes," affiliates, have local chapters, branches,

about policies not required by the Internal
Yes No
No

or affiliates?

lOa lOb
11

does the organization have written policies and procedures governing the activities of such chapters, and branches to ensure their operations are consistent with those of the organization? provided a copy of this Form 990 to all members of ItS governing to review body before filing the form?

Has the organization In Schedule

r----+------r-----Yes

llA Describe
12a

0 the process, have a written or trustees,

If any, used by the organization conflict of Interest policy? required

the Form 990 12a Interests that could give rise 12b Yes Yes Yes Yes Yes

Does the organization directors

If "No,"go to line 13 to disclose annually

bAre officers, to conflicts? c 13 14 15

and key employees

Does the organization describe In Schedule Does the organization Does the organization

regularly and consistently 0 how this IS done have a written have a written

monitor

and enforce

compliance

with the policy?

If "Yes," 12c 13

whrs tl e blowe r policy? document retention and destruction policy? a review and approval by of the deliberation and d e c i s ron?

14

Did the process for determining compensation of the following persons Include Independent persons, comparability data, and contemporaneous substantiation

a The organization's
b Other officers

CEO, Executive

Director,

or top management

official

15a 15b

Yes Yes

or key employees

of the organization the process In Schedule 0 (See Instructions) In a JOint venture or similar arrangement to evaluate to safeguard with a

If "Yes" 16a b

to line a or b, describe

Did the organization Invest In, contribute taxable entity durrnq the year?

assets

to, or participate

16a ItS the 16b

Yes

If "Yes," has the organization adopted a written policy or procedure re qumnq the organization participation In JOint venture arrangements under applicable federal tax law, and taken steps organization's exempt status with respect to such arrangements?

Yes

Section C. Disclosure
17 18 List the States with which a copy of this Form 990 IS required to be flled~ Section 6104 requires an organization to make ItS Form 1023 (or 1024 If applicable), 990, and 990-T (3)s only) available for public Inspection Indicate how you make these available Check all that apply Own website

-----------------------------------------------------(501(c)

I
19 20

I

Another's

website

F Upon

request conflict of of the organization ~

Describe In Schedule 0 whether (and rf s o , how), the organization makes ItS governing documents, Interest POliCY, and financial statements available to the public See Additional Data Table State the name, physical address, and telephone number of the person who possesses the books

and records

Charles Cleaver 201 Hospital Ave Stuart, FL 34994 (772) 287-5200 Form 990 2009

Form 990

(2009)

Page

iiitiWd

7

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
persons required to be listed Report compensation for the calendar year ending with or within the organization's additional space IS needed current officers, directors, trustees (whether Individuals or organizations), regardless of amount key employees Enter -0- In columns (D), (E), and (F) If no compensation was paid current key employees See Instructions for definition of "key employee"

la Complete this table for all tax year Use Schedule J-2 If .. List all of the organization's of compensation, and current
.. List all of the organization's

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

.. List all of the organization's former directors or trustees that received, In the capacity as a former director or trustee organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons compensated Check this In the following order Individual trustees employees, and former such persons box If the organization (A) Name and Title did not compensate (8) Average hours per week or directors, any current Institutional or former all trustees, officer, officers, key employees,

highest

I

director,

trustee

or key employee (E) Reportable compensation from related organizations (W- 2/1099MISC) (F) Estimated amount of other compensation from the organization and related organizations

(C)
Position (check that apply)

(0) Reportable compensation from the organization (W2/1099-MISC)

"
Q
:;;) ...J

ol-' ....,

See add'i data

Form 990 2009

Form 990

(2009) . but not limited to those listed from the organlzatlon~145 above) who received 7,788,91 more

lb Total
2

°1
than

Page

8

788,8211

Total number of mdrvrduals (Including $100,000 In reportable compensation

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

No

No

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

5

Did any person

listed

on line la

receive

or accrue

compensation

from

any unrelated

organization

for services 5 No

re nde red to the orga ruzatro n? If "Yes," complete Schedule]

for such person

Section B. Independent
1 Complete $100,000

Contractors
Independent contractors that received more than
(8)

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)

Perfusion services

663,831

Leagal services

662,754

DialYSISservices

606,990

Legal services who received more than

498,027

Form 990 (2009)

Form 990

(2009)

Page

9

l~iIIl'''n

Statement

of Revenue
Total (A) revenue (8) Related or exempt function revenue (C) Unrelated business revenue (0) Revenue exc luded from tax under sections 512,513,or 514

~$ CC 2:;::1
.......,(t

la
b

Federated

campaigns

la lb le ld le
1f In 2,699,844 351,617 85,847

0')0

M em b e rs hip due s Fundra Related
ts

=~ .......,.,·e
c-;..;:::: 0 "C"::;;

~E

e
d

mq events organizations

e
f 9 h

Government grants (contnbutions) All other contnbunons, giftS, grants, and Similar amounts not Included above Noncash contributions Included

]:: ";::0
(,)(1::
(],l

...

~"E
:::;

lines 1 a-lf $ Total. Add lines

la-lf Business Code

...
622,110

3,137,308

~ ~
<.;> S;

c

2a
b

Patient Services

327,334,084

327,334,084

q..

e
d

s
v

....

C ~

e
f 9 3 A II other program service 2a-2f (Including drv rd e nd s , Interest revenue

&:

0

Total. Add lines
Investment and other

...
bond proceeds

327,334,084

Income Similar

amounts)

4 5

Income from Investment of tax-exempt Royalties (I) Real

... ... ...

3,005,774

3,005,774

(II) Personal 756,836 799,911 -43,075

6a
b

Gross

Rents

e
d

Less rental expenses Rental Income or (loss) Net rental Income or (loss)

...
s (11)Other 167,100

-43,075

-64,745

21,670

(I) Sec urrtre

7a

b

e
d

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

175,469

-2,025,756

-8,369

...

-2,034,125

-2,034,125

Sa

ev ev

s
:> b

::::I

Income from fundrais (not Including

mq

$
of contributions reported See Part IV, line 18 on line lc)

a::

.c 0

-

... ~

a
Less direct expenses or (loss) from fundrars activities b mq events

e 9a

Net Income

...

Gross Income from gaming See Part IV, line 19

a
b Less direct expenses or (loss) from gaming less b activities

e lOa

Net Income

...

Gross sales of Inventory, returns and allowances

a
b Less cost of goods or (loss) sold from sales b of Inventory Business

e

Net Income

...
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

Miscellaneous

Revenue

lla
b

Cafeteria Support Laboratory A II other serv to affrla

e
d

services revenue lla-lld

e 12

Total. Add lines

...

3,119,957

Total revenue. See Instructions

...

334,519,923

327,334,084

1,424,000

2,624,531 Form 990 2009)

Form 990

(2009)

Imi.!j

Page

10

Statement

of Functional

Expenses

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
(8)

Program service expenses

(C) Management and general expenses

(0)

FundraISing expenses

2

3

4 5 6

paid to or for members of current officers, directors, trustees, and 4,509,414 4,509,414

Compensation key employees

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

7 8 9 10 11

Pension plan contributions (Include 403(b) employer contributions) Other Payroll employee taxes benefits

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

a
b

c
d

e
f g 12 13 14 15 16 17 18 19 20 21 22 23 24

Information Royalties Occupancy Travel

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,

and meetings

249,779 1,760,459

45,932 195,607

Depreciation, Insurance

14,508,615 2,141,548

1,464,817 810

Other expenses Itemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below)

a
b

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

c
d

Association

e Recruitment
f 25 26 A II other

expenses

Total functional expenses. Add lines Joint costs. Check here ~ Ilffollowlng

SO P 98-2 In

Complete this line only If the organization reported column (B) JOint costs from a combined educational campaign and fundrars mq solicitation

Form 990 (2009)

Form 990

Im.:a
1 2 3 4 5

(2009)

Page

11

Balance Sheet
(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

receivable, net

Receivables from current and former officers, directors, highest compensated employees Complete Part II of Schedule L

6

«

I,h cJ)

Receivables from other disqualified pe rs 0 ns des crib e din sec t Ion 4958 Schedule L

v» I,/>

7 8 9 lOa b 11 12 13 14 15 16 17 18 19 20

Notes

and loans

Inventories

for sale or use

Pre pa i d ex pe ns es and defe rred c ha rges Land, burldmqs , and equipment Part VI of Schedule 0 Less accumulated depreciation traded cost or other

Investments-publicly Investments-other I nves tme nts -prog Intangible Other assets

s e c urttre s See Part IV, ra m- re lated See Part IV,

assets

See Part IV, line 11

Total assets. A dd II nes 1 throug h 15 (mus t eq ua I line 34) Accounts Grants Deferred payable payable revenue bond liabilities account and accrued expenses

Tax-exempt Escrow

=: :.::::l

.9!
~

'.I'

:.c

21 22

or custodial

Payables to current employees, highest pe rs ons

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

23 24 25 26

Secured Unsecured Other

payable

to unrelated D

third

parties

liabilities

Part X of Schedule 17 throug h 25

Total liabilities. A dd lines

u

q:.
0:::; 0:::;

,fI

Organizations that follow SFAS 117, check here ~ through 29, and lines 33 and 34. 27 28 29 Unrestricted Temporarily Permanently net assets restricted restricted net assets net assets

p- and complete

lines 27 102,457,373 8,625,896 27 28 29 114,285,255 10,496,344

~
-

CQ

;::
u..
"-

::::l

Organizations that do not follow SFAS 117, check here ~ lines 30 through 34. 30 31 32 33 34 Capital Paid-In Retained Total Total stock or trust principal, or current funds or equipment Income,

I

and complete 30

0
,fI

4)

~

,fI ,fI

or capital earnings,

surplus,

or land, burldmq accumulated

fund

31 32 111,083,269 33 34 124,781,599 320,719,788 Form 990 2009)

endowment,

or other funds

4)
Z

net assets liabilities

or fund balances and net assets/fund balances

296,433,470

Form 990

(2009)

.:.F.Ti.:••
1

Page

12

Financial Statements

and Reporting
Yes No

Accounting method used to prepare the Form 990 If the organization changed Its method of accounting Were the organization's Were the organization's financial financial statements statements compiled audited

Accrual 10ther Cash from a prior year or checked "0 ther," or reviewed by an Independent accountant?

I

P-

explain

In Schedule

0 2a 2b Yes No

2a b

accountant?

by an Independent

c

If "Yes," to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of ItS financial statements and selection of an Independent accountant? If the organization changed either ItS oversight process or selection process durmq the tax year, explain In Schedule 0 If"Yes"to line 2a or2b, check a box belowto Indicate on a consolidated bas i s , separate bas i s , or both whether the financial statements for the year were Issued bas is as set forth In the

2c

Yes

d

I
3a b

Separate

ba s i s

P-

Consolidated

bas is

I

Both consolidated to undergo

and separated or audits

As a result of a federal award, was the organization Single Audit Act and OMB Crrc ula r Av Ld S?

required

an audit

3a or audits? any steps If the organization did not undergo taken to undergo such audits the req uire d 3b

No

If "Yes," did the organization undergo the required audit audit or audits, explain why In Schedule 0 and describe

Form 990 (2009)

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

SCHEDULE A
(Form 990 or 990EZ)
DepartmenttheTreasury of Internal Revenue ervice S Name of the organization
MARTIN MEMORIAL MEDICAL CENTER INC

Public Charity Status and Public Support
Complete if the organization is a section S01(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. ... Attach to Form 990 or Form 990-EZ .... See separate instructions.

2009
Open to Public Inspection
number

Employer identification

Reason for Public Charit
The organization 1 2 3 4 IS not a private convention described foundation because It IS (For lines (Attach 1 through Schedule described 11, check E) In section 170(b)(1)(A)(iii). described only one box)

See instructions
or association service of churches section 170(b)(1)(A)(i).

I I F I

A church, A school A hospital A medical hospital's

of churches, hospital

In section 170(b)(1)(A)(ii). operated

or a cooperative

organization In conjunction

research organization name, City, and state

with a hospital

In section 170(b)(1)(A)(iii).

Enter the

5 6 7

I I I I I

A n organization A federal, state,

operated

for the benefit (Complete

of a college

or university

owned or operated

by a governmental

unit described

In

section 170(b)(1)(A)(iv).

Part II ) or governmental unit described In section 170(b)(1)(A)(v). from a governmental unit or from the general public part of ItS support

or local government

A n organization that normally receives a substantial described In section 170(b)(1)(A)(vi) (Complete Part II ) A community A n organization receipts ItS support trust that described normally related receives

8 9

In section 170(b)(1)(A)(vi) to ItS exempt Income func ttons=-s

(Complete

Part II

) from contributions, membership fees, and gross of and (2) no more than 331/3% section Part II I ) S09(a)(4).

(1) more than 331/3% and unrelated

of ItS support taxable

from activities from gross

ubje c t to certain business

exceptions, Income (less (C omplete

Investment

511 tax) from businesses

ac q uire d by the orga ruzation 10 11

afte r June 30, 1975

See sect ion S09(a)(2).

I I

A n organization

organized

and operated

e x c lus rv e lv to test

for pubhc safety

Seesection

A n organization organized and operated e x c lus rv e lv for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) See section S09(a)(3). Check the box that describes the type of supporting organization and complete lines lle through llh a I Type I b I Type II c I Type III - Functionally Integrated d I Type III - 0 ther By checking this box, I certify that the organization IS not controlled directly or Indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described In section 509(a)(1) or section 509(a)(2) If the organization received a written determination from the IRS that It IS a Type I, Type II orType III supporting organization, check this box I Since August 17,2006, has the organization accepted any gift or contribution from any of the followmq persons? (i) a person who directly or Indirectly controls, either alone or together With persons described In (II) Yes No and (III) below, the governing (ii) a family (iii) a 35% member controlled entity body of the the supported described In (I) above? described In (I) or (II) above? orqaruzatronts ) of a person organization? l1g(i) l1g(ii) l1g(iii) of a person

e

I

f 9

h

Provide

the followmq

Information

about the supported

( i) Name of supported organization

( ii) EIN

( iii) Type of organization (described on lines 1- 9 above or IRC section (see Instructions»

(iv) Is the organization In col (I) listed In your governing document? Yes No

(v) Did you notify the organization In col (I) of your support? Yes No

(vi) Is the organization In col (I) organized In the US? Yes No

(vii) A mount of support?

Total
For Paperwork Reducbon Act Nobce, see the Instrucbons for Form 990

Cat

No

11285F

ScheduleA(Form

9900r 990-EZ) 2009

Schedule

A (Form 990

or 990-EZ)

2009

Page

Mihii'.
Calendar year 1

2

Support Schedule for Organizations Described in IRC 170(bH1HAHiv) (Complete only If you checked the box on line 5, 7, or 8 of Part I.) Section A Public Support
(or fiscal year beginning In) Grfts , grants, contributions, and membership fees received (Do not Include any "unusual grants ") Tax revenues l e v re d for the orga ruzatron' s be nefit and e ithe r paid to or expended on ItS behalf The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 3 (a) 2005 (b) 2006 (c) 2007 (d) 2008

and 170(bH1HAHvi)

(e) 2009

(f) Total

2

3

4 5

6

The portion of total contributions by each person (other than a governmental unit or publicly supported organization) Included on line 1 that exceeds 2% of the amount shown on line 11, column (f) Public Support. Subtract line 5 from line 4 year beginning

Section B. Total Support
Calendar year (or fiscal In) 7 S A mounts (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

from line 4

9

10

11 12 13

Gross Income from Interest, dividends, payments received on s e c untre s loans, rents, royalties and Income from similar s ourc es Net Income from unrelated b us ine s s activities, whether or not the b us ine s s IS regularly carried on Other Income (Explain In Part IV ) Do not Include gain or loss from the sale of capital assets Total support (Add lines 7 through 10) Gross receipts from related activities, First Five Years If the Form 990 check this box and stop here

etc

(See Instructions) f rs t, sec ond, third, fourth,

I
e
by line 11 column (f)

12

I
orga ruzatio n, ...,

IS for the orga ruzatron's

or fifth tax yea r as a 501 (c)(3)

Section C. Com utation of Public Su
14 15 16a Public Support Percentage for 2009

ort Percenta
(f) divided line 1 4

(line 6 column

Pub IIc Sup port Perc e ntag e fo r 2 0 0 8 S c he d u Ie A, Part II,

331/3% support test-2009. If the organization did not check the box on line 13, and line 14 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ... , b 331/3% support test-200S. If the organization did not check the box on line 13 or 16a, and line 15 IS 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ... , 17a 100/0-facts-and-circumstances test-2009. If the organization did not check a box on line 13, 16a, or 16b and line 14 IS 10% or more, and If the organization meets the "facts and circumstances" test, check this box and stop here. Explain In Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization ... , b 100/0-facts-and-circumstances test-200S. If the organization did not check a box on line 13, 16a, 16b, or 17a and line 15 IS 10% or more, and If the organization meets the "facts and circumstances" test, check this box and stop here. Explain In Part IV how the organization meets the "facts and circumstances" test The organization qualifies as a publicly supported organization ... , 1S Private Foundation If the organization did not check a box on line 13, 16a, 16b, 17 a or 17 b, check this box and see Instructions Schedule A Form 990 or 990-EZ 2009

Schedule

A (Form 990

or 990-EZ)

2009

MihiinM
Calendar 1 year

Page

3

Support Schedule for Organizations Described in IRC S09(a)(2) (Complete only If you checked the box on line 9 of Part I.) Sec fiIon A Pu eu S uppor t IC
(or fiscal year beginning In) Grfts , grants, contributions, and membership fees received (D 0 not Include any "unusual grants ") Gross receipts from adrru s s ro ns , me rc ha nd ISe s old or s e rv ICes performed, or facilities furnished In any activity that IS related to the organization's tax-exempt purpose G ros s rec e Ipts from ac trv rtre s that are not an unrelated trade or b us ine s s under section 513 Tax revenues l e v re d for the orga ruzatron' s be nefit and e ithe r paid to or expended on ItS behalf The value of services or facilities furnished by a governmental unit to the organization without charge Total. Add lines 1 through 5 Amounts Included on lines 1,2, and 3 received from disqualified pe rs ons A mounts Included on lines 2 and 3 received from other than dis q ua lrfie d pe rs ons that exc eed the g re ate r 0 f $ 5 ,0 0 0 0 r 1 % 0 f the amount on line 13 for the year Add lines 7a and 7b Public Support from line 6 ) year (Subtract line 7c (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

2

3

4

5

6 7a

b

c S

Sectlon
Calendar 9 lOa

B T ota IS upport
(or fiscal In) year beginning (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

A mounts

from line 6

b

Gross Income from Interest, dividends, payments received on s e c untre s loans, rents, royalties and Income from similar s ourc es Unrelated b us ine s s taxable Income (less section 511 taxes) from bus Ines s es ac q UIred afte r June30,1975 Add lines lOa and lOb Net Income from unrelated b us ine s s activities not Included In line lOb, whether or not the b us ine s s IS regularly carned on Other Income Do not Include gain or loss from the sale of capital assets (Explain In Part IV ) Total support (Add lines 9, 10c, lland12) First Five Years If the Form 990 IS for the orga ruzatron's check this box and stop here

c 11

12

13 14

f rs t, sec ond, third,

fourth,

or fifth tax yea r as a 501 (c)(3)

orga ruzatio n,

Section C. Com utation of Public Su
15 16 Public Support Percentage for 2009

ort Percenta
(f) divided

e
by line 13 column (f)

(line 8 column

Pub IIc sup port perc e ntag e fro m 2 0 0 8 Sc he d u Ie A, Part I II,

line 1 5

Section D. Com utation of Investment
17 lS 19a Investment Investment Income Income percentage percentage

Income Percenta
(f) divided A, Part III, line 17

e
by line 13 column (f»

for 2009 (line 10c column from 200SScheduie

331/3% support tests-2009. If the organization did not check the box on line 14, and line 15 IS more than 33 1/3% and line 17 IS not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ... , 331/3% support tests-200S. If the organization did not check a box on line 14 or line 19a, and line 16 IS more than 33 1/3% and line 18 IS not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization Private Foundation If the organization did not check a box on line 14, 19a or 19b, check this box and see Instructions

b 20

...

..., ,

Schedule

A

Form 990 or 990-EZ

2009

Schedule

A (Form 990

or 990-EZ)

2009

Page

4

Miiti"-

Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. See instructions

Schedule A (Form 990 or 990-EZ) 2009

Additional Data

Softwa re ID: Software Version: EIN: Name: 59-0637874 MARTIN MEMORIAL MEDICAL CENTER INC

Form 990, Part VII - Compensation of Officers, Directors,Trustees, Compensated Employees, and Independent Contractors
(A) Name and Title (8) Average hours per week (e) Position (check that apply) all

Key Employees,

Highest
(F) Estimated amount of other compensation from the organization and related organizations

(D) Reportable compensation from the organization (W2/1099-MISC)

(E) Reportable compensation from related organizations (W- 2/1099MISC)

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

x x x x x x x x x x x x x x x x x x x x x x x x x x x x x x

o
41,250 5,000

o o o o o o o o o o o o o o o o o o o o o o o o o

o o o o o o o o o o o o o o o o o o o o
42,570

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

o o o o
21,685

John Fasano Director

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

o o o o o o o o o o o o
557,144

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

o o o o

o o o o

Director

10/1/09-3/31/10

George Rrtte rs bac h Director 10/1/09-3/31/10

Form 990, Part VII - Compensation of Officers, Directors,Trustees, Compensated Employees, and Independent Contractors
Name (A) and Title (8) Average hours per week Position that (e) (check apply) all

Key Employees,

Highest
(F) Estimated amount of other compensation from the organization and related organizations

(D) Reportable compensation from the organization (W2/1099-MISC)

(E) Reportable compensation from related organizations (W- 2/1099MISC)

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

x x x x x x x x x x x x x x

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

o o o o o o o o o o o o o o

81,427 71,411 105,783 78,963 96,388 55,159 22,319 56,561 33,757 51,633 53,827 28,970

Karen

Ripper Robbins

VP
Howard

VP
A my Barry

VP
Robert Lord Coty Collins

VP
Miguel

VP
Edmund

VP
John Te qhare ru

VP
A rthur Brink

VP
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

o
10,053

Form 990, Part IX - Statement

of Functional Expenses - 24a - 24e Other Expenses
(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

Do not include amounts reported on line 6b, Bb, 9b, and lOb of Part VIII.
Bad Debt Indigent Patient tax transport dues Expense

40,474,939 3,351,219 997,251 401,774 171,888

Association Recruitment

efile GRAPHIC rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

SCHEDULE

C

Political Campaign and Lobbying Activities
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.

(Form 990 or 990-EZ)
Department of theTreasury Internal Revenue Service

2009
Open to Public Inspection

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
Name of the organization
MARTIN MEMORIAL MEDICAL CENTER INC

Employer 59-0637874

Identification

number

anization
1 2 3 Provide Political Volunteer a d e s c nptro n of the organization's expenditures hours

is exem
direct

t under section 501 c or is a section 527 or anization.
political campaign activities In Part IV

and Indirect

$_-------

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

managers

under section for thrs year?

~ $_-------

a section

tax, did It file Form 4720

Imi,a
1 2

Complete if the organization
directly expended

is exempt under section SOl(c) except section SOl(c)(3).
organization for section 527 exempt function for section activities 527 ~

Enter the amount

by the filing

$

_

Enter the amount of the filing organization's exempt funtro n activities Total exempt function expenditures

funds contributed

to other organizations

$_------and on Form 1120-POL, line 17b for this year?

3 4 5

Add lines 1 and 2 Enterhere

Did the filing

organization

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-

For Privacy Act and Paperwork

Reduction

Act Notice,

see the instructions

for Form 990.

Cat No 500845

Schedule

C Form 990 or 990-EZ

2009

lihii'i!'
A B Check Check

Schedule

C (Form 990

or 990-EZ)

2009

Page

2

I

P-

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

Limits on Lobbying Expenditures
(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

c
d

expenditures expenditures amount (add lines 1c and 1d) from the following table In both

e
f

292,426,836 1,000,000

t.obbvmq columns

nontaxable

Enter the amount

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

g h i

Grassroots Subtract Subtract If there section

nontaxable

amount

(enter Ifzero

25% or less,

of line 1 f) enter enter -0-0file Form 4720 reporting

250,000 0 0

250,000 0 0

line 19 from line 1a line lffrom line 1c

Ifzero

or less,

IS an amount other than zero on either 4911 tax for this year?

line 1 h or line 11, did the organization

I

Yes

I

No

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
Calendar year (or fiscal year beginning in)

During 4-Year Averaging
(b) 2007

Period
(d) 2009 (e) Total

(a) 2006

(c) 2008

2a b

t.obbvmq

non-taxable

amount

1,000,000

1,000,000

1,000,000

1,000,000

4,000,000

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

6,000,000

c
d

623,103 1,000,000

Grassroots

amount

e

Grassroots ceiling amount (150% of line 2d, column (e» Grassroots lo bbv mq expenditures

1,500,000

f

Schedule C Form 990 or 990-EZ

2009

lihii.a:1

Schedule

C (Form 990

or 990-EZ)

2009

Page

3

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

1

DUring the year, did the filing organization attempt to Influence foreign, national, state or local legislation, Including any attempt to Influence public opinion on a legislative matter or referendum, through the use of

a
b c d

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)?

e
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?

demonstrations,

seminars, describe

conventions, In Part IV

speeches,

lectures,

or any similar

Did the activities If "Yes," If "Yes,"

In line 1 cause

the organization

to be not described 4912

In section

501 (c)(3)? 4912

I I
section SOl(c)(S), or section
Yes No

enter the amount enter the amount

of any tax Incurred of any tax Incurred

under section by organization

managers

under section

If the fill ng orga ruzatron

Inc urred a section

4912

tax, did It file Form 4720

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

1 2

Dues, assessments

from members

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

a c
3 4

of nondeductible

section

162(e)

dues

3

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

5

(see Instructions)

:£.ll.,'

Supplemental

Information

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

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

SCHEDULE D
(Form 990)

Supplemental Financial Statements
~ Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. ~ Attach to Form 990. ~ See separate instructions. Employer

2009
Open to Public Inspection
identification number 59-0637874

Department of theTreasury Internal Revenue Service Name of the organizat
MARTIN MEMORIAL

ion

MEDICAL CENTER INC

Organizations Maintaining Donor Advised Funds or Other Similar orqaruzatron answere d " Yes to Form 990 Part IV Ime 6
(a) Donor advised 1 2 3 4 5 6 Total number at end of year contributions grants to (during year) year) funds

Funds or Accounts.

Complete

If the

(b) Funds and other accounts

Aggregate Aggregate Aggregate

from (during

value at end of year that the assets held In donor advised exclusive legal control?

Did the organization Inform all donors and donor advisors In writing funds are the organization's property, subject to the organization's

I

Yes

INo

.H,.I
1 I I I 2

Did the organization Inform all grantees, donors, and donor advisors In writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring Impermissible private benefit

I

Yes

INo

Conservation
of conservation of natural

Easements.
easements habitat

Complete

If the organization
(check I I

answered
all that apply)

"Yes" to Form 990, Part IV, line 7.
ntly la nd a rea

Purpose(s)

held by the organization

Pres e rv atro n of la nd for public Protection Preservation

us e (e g , rec re atro n or pleas ure)

Pres e rv atro n of a n his to ric ally rrnporta P reservation of a certified historic

structure

of open space held a qualified conservation contribution In the form of a conservation Held at the End of the Year

Complete easement

lines 2a-2d If the organization on the last day of the tax year

a b c d 3

Total Total

number of conservation acreage restricted

easements easements historic structure Included In (a)

2a 2b 2c 2d or terminated by the organization durrnq

by conservation easements easements easements _ subject

N umber of conservation N umber of conservation N umber of conservation the taxable year ~

on a certified Included modified,

In (c) acquired transferred,

after 8/17/06 extinguished,

released,

4 5

N umber of states

where property

to conservation

easement

IS located monitoring,

~ Inspection,

_ handling of violations, and I Yes INo _

Does the organization have a written policy enforcement of the conservation easements Staff and volunteer A mount of expenses hours devoted Incurred

regarding the periodic It holds? Inspecting

6 7 8 9

to monitoring,

and enforcing

conservation

easements

durrnq the year ~

In monitoring,

Inspecting,

and enforcing

conservation

easements

durrnq the year ~ $ I Yes INo

_

Does each conservation easement reported 170(h)(4)(B)(I) and 170(h)(4)(B)(II)?

on line 2(d) above satisfy

the requirements

of section

In Part XIV, describe how the organization reports conservation balance sheet, and Include, If applicable, the text of the footnote the organization's accounting for conservation easements

easements In ItS revenue and expense statement, and to the organization's financial statements that describes

IH,ni
la

Organizations Maintaining Collections of Art, Historical Treasures, Complete If the organization answered "Yes" to Form 990, Part IV, line 8.

or Other Similar

Assets.

If the organization elected, as permitted under SFAS 116, not to report In ItS revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education or research In furtherance of public s e rvrc e, provide, In Part XIV, the text of the footnote to ItS financial statements that describes these Items If the organization elected, as permitted under SFAS 116, to report In ItS revenue statement historical treasures, or other similar assets held for public exhibition, education, or research provide the following amounts relating to these Items (i) Revenues Included In Form 990, Part VIII, line 1 and balance sheet works of art, In furtherance of public s e rv rce,

b

~$--------

(ii)Assets 2

Included

In Form 990,

Part X assets for financial

~$-------gain, provide the

If the organization following amounts

received or held works of art, historical treasures, or other similar required to be reported under SFAS 116 relating to these Items In Form 990, Part VIII, line 1

a
b

Revenues Assets

Included

~$-------~$
Cat No 52283D Schedule D (Form 990) 2009

Included

In Form 990,

Part X Act Notice, see the Int ruct ions for Form 990

For Privacy

Act and Paperwork

Reduction

Schedule

D (Form 990)

2009

Page

lilffiin!
3

2

Organizations

Maintaining

Collections
records,

of Art, Historical
check any of the followmq d

Treasures,

or Other Similar Assets
use of ItS collection

(continued)

USing the organization's accession Items (check all that apply)

and other

that are a significant programs

a
b

I I I

PubliC exhibition Scholarly research for future generations collections and explain

I
lather

Loan or exchange

e

c
4

P reservation

Provide a description Part XIV

of the organization's

how they further

the organization's

exempt

purpose

In

5

lilffiiN
1a
b

DUring the year, did the organization solicit or receive donations of art, historical treasures or other assets to be sold to raise funds rather than to be maintained as part of the organization's collection?

similar

I

Yes

INo

Escrow and Custodial Arrangements. Complete If the organization Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
custodian or other Intermediary for contributions table

answered "Yes" to Form 990,
or other assets not

Is the organization an agent, trustee, Included on Form 990, Part X? If "Yes," explain the arrangement

I
and complete the followmq

Yes

INo

In Part XIV

Amount c
d e f 2a b Beginning Additions Distributions Ending balance durmq the year

1c 1d 1e
1f Include an amount on Form 990, Part X, line 21?

durrnq the year

balance

Did the organization If "Yes," explain

I

Yes

INo

the arrangement

In Part XIV

.:£.ll .... 1a
b

Endowment Funds. Complete If the organization
(a)Current Year of year balance

answered "Yes" to Form 990 Part IV line 10.
(b)Pnor Year (c)Two Years Back (d)Three Years Back (e)Four Years Back

Beginning

Contributions Investment Grants earnings or losses

c
d

or scholarships for facilities

e
f 9 2

Other expenditures and programs Administrative

expenses

End of year balance Provide the estimated percentage of the year end balance ~ held as

a
b
C

Board designated Permanent Term

or quasI-endowment ~

endowment ~

endowment

3a

A re there endowment organization by (i) unrelated

funds

not In the possession

of the organization

that are held and administered

for the

organizations organizations are the related organizations listed as required on Schedule funds R?

I 3a(i)
1

Yes

No

(ii) related
b 4 If "Yes" Describe

3a(ii)
3b

to 3a(II),

In Part XIV the Intended

uses of the organization's

endowment

.:£.ll..".

Investments
DeSCription

Land, Buildings, and Equipment. See Form 990 Part X hne 10.
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
depreciation

(d) Book value 18,660,813 63,390,419

1a Land
b BUildings

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

~

Schedule D (Form 990) 2009

Schedule

D (Form 990)

2009

1:E.Ti.'''.
Financial

Page

3

Investments
(a) Description (Including

Other Securities. See Form 990

Part X hne 12.
value (c) Method of valuation Cost or end-of-year market value

of security or category name of security)

(b)Book

derivatives equity Interests

Closely-held Other

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 12 ) l~iIIl''''~

~
Part X hne 13.
(c) Method of valuation Cost or end-of-year market value

Investments-Program
(a) Description of Investment

Related. See Form 990
type

(b) Book value

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 13 )

~
(b) Book value
375,429 1,316,980 5,846,057

.~

•• :tI Other Assets. See Form 990 Part X hne 15.
(a) Description receivable cost

Interest

Bond Issuance Phv s rc aran Interest

Guarantee Memorial Foundation

In Martin

10,453,356 4,549,214 174,914 8,177 770,541

Investment Other Other

In affiliates

receivables

Due from affiliates

Total. (Column (b) should

:E.Ti.~"

equal Form 990, Part X, col.(B) line 15.)

~
(b) A mount

23,494,668

Other Liabilities. See Form 990
(a) Description of Liability Taxes Party Audits

Part X hne 25.

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

Total. (Column (b) should equal Form 990, Part X, col (8) Ime 25 )

~

38,783,595 to the organization's financial statements that reports the organization's

2. Fin 48 Footnote In Part XIV, provide the text of the footnote liability for uncertain tax positions under FIN 48

Schedule D (Form 990) 2009

Schedule

.:£.ll.~'.
1 2 3 4 5 6 7 8 9 10 Total Total

D (Form 990)

2009

Page

4

Reconciliation
revenue expenses (Form 990,

of Change in Net Assets from Form 990 to Financial Statements
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

(Form 990,

Excess

or (deficit)

for the year (losses)

line 2 from line 1

Net unrealized Donated Investment Prior period Other Total Excess

gains

on Investments

services

and use of fac rlrtre s

expenses adjustments In Part XIV) (net) Add lines

(Describe adjustments or (deficit)

for the year per financial

I:l";H.~'U Reconciliation
1 2 Total revenue, gains, Amounts Included

of Revenue per Audited Financial Statements
support per audited financial Part VIII, statements line 12 2a 2b 2c 2d

With Revenue per Return
1

and other

on line 1 but not on Form 990, on Investments

a
b

Net unrealized Donated Recoveries Other

gains

services

and use of fac rlrtre s

c
d

of prior year grants In Part XIV)

(Describe

e
3 4

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

2e 3

a
b

Investment Other

expenses

not Included

on Form 990,

I

4a 4b

I
4c 5

(Describe

In Part XIV)

c
5

Add II ne s 4a and 4b Total Revenue Add lines 3 and 4c. (This should equal Form 990, Part I, line 12 )

:£.ll.~'''1
1 2

Reconciliation

of Expenses per Audited Financial Statements
per audited financial

With Expenses per Return
1

Total expenses s tate me nts Amounts

and losses

Included services

on line 1 but not on Form 990, and use of fac rlrtre s

Part IX, line 25 2a 2b 2c

a
b

Donated

Prior year adjustments Other Other losses (Describe In Part XIV)

c
d

2d 2e 3 Part IX, line 25, but not on line 1: on Form 990, Part VIII, line 7b

e
3 4

A dd lines Subtract Amounts

2a throug h 2d line 2e from line 1 Included on Form 990,

a
b

Investment Other

expenses

not Included

I

4a 4b

I
4c 5

(Describe

In Part XIV)

c
5

Add II ne s 4a and 4b Total expenses Add lines 3 and 4c. (This should equal Form 990, Part I, line 18 )

.:£.ll.:,,'.

Supplemental

Information

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

I

Identifier

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

a nO

I

Additional Data

Softwa re ID: Software Version: EIN: Name: 59-0637874 MARTIN MEMORIAL MEDICAL CENTER INC

Form 990 ,, Schedule D Part IX., - Other Assets "
(a) Description Interest receivable cost

(b) Book value
375,429 1,316,980 5,846,057

Bond Issuance Phv s rc aran Interest Investment Other Other

Guarantee Memorial Foundation

In Martin

10,453,356 4,549,214 174,914 8,177 770,541

In affiliates

receivables

Due from affiliates

Form 990, Schedule D, Part X, - Other Liabilities
1 A Ilowance Third (a) Description Party Audits of Liability

(b) A mount
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 Phv s ic re n Guarantee Asset retirement obligation

D efe rred pe ns Ion Other

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

SCHEDULE H
(Form 990)
Department oftheTreasury Internal Revenue ervice S Name of the organizat ion MARTIN MEMORIALMEDICALCENTERINC ~ Complete if the organization

Hospitals
answered "Yes" to Form 990, Part IV, question 20. ~ Attach to Form 990. ~ See separate instructions.

2009
Open to Public Inspection number

Employer identification 59-0637874

Care and Certain Other Communit
la
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

skip to question

la lb
application of the charity

Yes Yes

If the organization has multiple hospitals, care policy to the various hospitals

of the following

best describes

P Applied

r
3

uniformly tailored

to all hospitals to Individual hospitals care eligibility

r

Applied

uniformly

to most

hospitals

Generally

A nswer the following based organization's patients Does the organization

on the charity

criteria

that

applies

to the largest

number

of the

a

use Federal

Poverty

GUidelines

(FPG) to determine

eligibility

for providing

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

r
b "Yes,"

100%

r
which

150%

P

200% eligibility

r
Income

Other discounted

~~~o

Does the organization Indicate 200%

use FPG to determine of the following 250%

for providing limit 350%

care to low Income care Other

Individuals?

If 3b Yes

IS the family

for eligibility

for discounted 400%

P
c

r

r
provide amounts charity

300%

r

r

r
Indigent"? ItS charity •

~~~o

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

c
6a 6b

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 provide

benefit

does the organization

It available

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 %

d

36,633,959

15,095,395

21,538,564

7840 %

e

40 5

8,110 636

43,902 2,392,119

700

43,202 2,392,119

0020 % 0870 %

f 9 h i

10 55 55

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 %

j

k Total. Add lines 7d and 7J

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Schedule H (Form 990) 2009

Schedule

H (Form 990)

2009

Page

lihii.1

2

Community activities

Building Activities

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

3,789

3,789

0%

1,887,692

1,887,692

0680 %

785 126,900 2,019,166

785 126,900 2,019,166

0% 0050 % 0730 %

1:E.Ti....
1 2 3 4

Bad Debt Medicare, & Collection

Practices
Yes No

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

Yes

of the organization's

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

Medicare

allowable

costs

of care relating

to payments or (shortfall)

Subtract

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

r

Cost

accounting

system

P Cost

to charge

ratio

r

0 ther

Section 9a 9b

C. Collection

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

Management Companies and Joint Ventures
(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

Schedule

H (Form 990)

2009

Page

3

.:.F.Ti .. '.

Facility Information r Name and address
(')
([I (p ([I ,:)_

0
([I ([I

0
;!"

_,
~ o ~
c::.
([I

0
""""
1')

:::0
([I

::;

::;

2_

(Ii
rp

is:

zr

:=:
(')

:J_

::;

2-

"'"
~
(") (") ([I

~ ~
(")

:p m :p ro
.r:.. r;
Q .-+

m
::r Q c

::r

-a ;::+. ~ -

Q (p

([I ,:)_

::r
Q

~
1J

rp

'-"

2-

"'CJ

(Q

~ ~ o

"'" 2-

"'" 2..

rp rp

::r
Q

...... ~ ~

::r

u:

Other (Describe)

rp

"'CJ

"'" 2-

2..

Martin Memorial Medical 201 Hospital Ave Stua rt, FL 34994 Martin Memorial Hospital 2100 Salerno Rd Stua rt, FL 34997

Center

X
South

X

X

X

X

X

Martin Memorial Medical Center 1095 St Lucie West Blvd Port St Lucie, FL 34986

X

Schedule H (Form 990) 2009

libiD'
Complete 1

Schedule

H (Form 990)

2009

Page

4

Supplemental Information
part to provide the following Information

this

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

Needs assessment.

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

Schedule H (Form 990) 2009

Additional Data

Softwa re ID: Software Version: EIN: Name: 59-0637874 MARTIN MEMORIAL MEDICAL CENTER INC

Form 990 Schedule H, Part VI - Supplemental
Part I, Line 6a Martin Memorial available on the Martin Memorial Medical Center web site Includes

Information,
a section

Line 1
benefits In Its Annual Report The Annual Report IS

on community

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

Line 1
segments This system calculates actual cost to the procedure level for each cost

addresses all patient This system calculates

Form 990 Schedule H, Part VI - Supplemental Information,
Part I, Line 79

Line 1

Form 990 Schedule H, Part VI - Supplemental Information,
Part I, Line 7f Bad Debt expense In the amount of$40,474,939

Line 1
from total expense when making this calculation

was excluded

Form 990 Schedule H, Part VI - Supplemental Information,

Line 1

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

Form 990 Schedule H, Part VI - Supplemental Information,

Line 1

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

Form 990 Schedule H, Part VI - Supplemental Information,

Line 1

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

Form 990 Schedule H, Part VI - Supplemental Information,
Part V Martin Memorial also operates sleep lab and a wound care center 5 rehabilitation clinics, 2 cancer

Line 1
centers, 5 wellness centers, 1 speech pathology clinic, 1

treatment

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

Schedule I (Form 990)
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

2009
Open to Public Inspection Employer identification number 59-0637874

CENTER

INC

General Information
1 2

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

F Yes

I

No

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

...

I

(a) Name and address organization or government

(h) Purpose of grant or assistance

Indian River State College 3 2 0 9 V Irg InIa A ve Fort Pierce, FL 34981

591105591

501(c)(3)

77 ,299

Education

2 3

Enter total Enter total

number of section

50 1(c)(3)

and government

organizations.

number of other organizations. for Form 990. Cat No SOOSSP

... ... -------------------

1

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions

Schedule I (Form 990) 2009

IHini

Schedule

I (Form 990)

2009

Page

2

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

of non-cash

assistance

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

Mm..
Identifier

Supplemental

Information.

Complete this part to provide the information
Explanat ion

required

In

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

Schedule I (Form 990) 2009

efile GRAPHIC

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As Filed Data -

DLN:93493228008221
OMB No 1545-0047

Schedule J
(Form 990)

Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees ~ Complete if the organization answered "Yes" to Form 990, Part IV, question 23. ~ Attach to Form 990. ~ See separate instructions.

2009
Open to Public Inspection
number

DepartmenttheTreasury of Internal Revenue ervice S Name of the organizat ion
MARTIN MEMORIAL

Employer identification 59-0637874

MEDICAL CENTER INC

Yes

No

la

Check the ap p ro prat e box(es) If the organization provided any of the following to or for a person listed In Form 990, Part VII, Section A, line la Complete Part III to provide any relevant Information regarding these Items

I I F I
b 2

First-class Travel Tax

or charter

travel payments

for companions

i d e rnruftc

atto n and gross-up
spending account

Discretionary

I I I I

Housing Payments Health Personal

allowance or social services

or residence

for personal fees chef)

use

for business

use of personal

residence

club dues or Initiation (e g , maid, chauffeur,

If any of the boxes In line la are checked, did the organization follow a written policy regarding payment reimbursement o rpro v ts ro n of all the expenses described above? If "No," complete Part III to explain Did the organization require officers, directors, trustees, substantiation prior to reimbursing or allowing expenses Incurred by all and the CEO/Executive Director, regarding the Items checked In line i a>

or

lb
2

Yes No

3

Indicate whrc h, If any, of the following the organization uses to establish organization's CEO/Executive Director Check all that apply

the compensation contract study

of the

F F

Compensation Independent Form 990

committee compensation consultant organizations listed In Form 990,

I
4

F F

Written A pproval Section

employment

Compensation

surveyor

of other

F
Part VII,

by the board or compensation A, line la with respect

committee organization

DUring the year, did any person or a related organization

to the filing

a
b

Receive Participate Participate If "Yes"

a severance

payment

or change-of-control

payment? nonquahfre d retirement plan?

4a 4b 4c Yes

No

In, or receive In, or receive

payment payment

from, a supplemental from, an equity-based and provide

c

compensation the applicable

arrangement? amounts for each Item In Part III

No

to any of lines 4a-c, and 501(c)(4)

list the persons

Only 501(c)(3) 5

organizations only must complete lines 5-9. A, line la, did the organization payor accrue any

For persons listed In form 990, Part VII, Section compensation contingent on the revenues of

a
b

The organization? A ny related If "Yes," organization? In Part III A, line la, did the organization payor accrue any

Sa 5b

No No

to line 5a or 5b, describe

6

For persons listed In form 990, Part VII, Section compensation contingent on the net earnings of

a
b

The organization? A ny related If "Yes," organization? In Part III provide any non-fixed

6a 6b

No No

to line 6a or 6b, describe

7 8

For persons listed In Form 990, Part VII, Section A, line la, did the organization payments not described In lines 5 and 6? If "Yes," describe In Part III Were any amounts reported In Form 990, Part VII, paid or accured subject to the Initial contract exception described In Regs section In Part III If "Yes" to line 8, did the organization section 53 4958-6(c)? also follow the rebuttable

7

Yes

pursuant to a contract that was 53 4958-4(a)(3)? If "Yes," describe 8 procedure described Cat No In Regulations 9 50053T Schedule J Form 990 2009 No

9

presumption

For Privac

Act and Pa erwork Reduction Act Notice see the Int ruct ions for Form 990

Schedule

J (Form 990)

2009

Imii.

Page

2

Officers,

Directors,

Trustees,

Key Employees,

and Highest Compensated

Employees.

Use Schedule J-1 If additional space needed.
organizations, described In the

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

from the organization

on row (I) and from related

(E) amounts compensation (iii) Other reportable compensation

on Form 990,

Part VII,

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

Schedule J

Form 990

2009

Schedule

J (Form 990)

2009

lilMiOM
Complete Identifier this

Page

3

Supplemental Information
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

Schedule J (Form 990) 2009

efile GRAPHIC

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As Filed Data -

DLN:93493228008221
OMB No 1545-0047

Schedule K (Form 990)
Department of the Treasury Internal Revenue Service Name of the organization MARTIN MEMORIAL MEDICAL

Supplemental Information on Tax Exempt Bonds
~ Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions, explanations, and any additional information in Schedule 0 (Form 990). ~ Attach to Form 990. ~ See separate instructions.

2009
Open to Public Inspection Employer identification number 59-0637874 (h) 0 n Behalf of Iss ue r Yes No

CENTER

INC

Bond Issues
(a) Issuer Name

(b) Issuer

EIN

(c) CUSIP

#

(d) Date Issued

(e) Issue

Price

(f) Description

of Purpose

(g) Defeased Yes No

A

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

07-22-2008

10,000,000

See Schedule In the Medical

0 Equipment Center

for use

x
X

x x
X

B

36-2646523

noneavall

12-15-2005

10,000,000

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

C

36-2646523

573903DY4

05-10-2007

17,190,000

X

D

36-2646523

573903DX6

05-10-2007

13,930,000

X

X

Proceeds
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

G ro ssp ro c e e d sin

P roc eeds In refund Ing or defeas a nc e es crows Other unspent proceeds

Iss ua nc e cos ts from proc eeds Working capital expenditures from proceeds

15,000

15,000

163,074

132,570

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

9 10 11 12

Were the bonds We re the bonds

Issued

as part of a current

refunding

Issue?

X X X X

ISsued as pa rt of an adva nc e refund Ing ISs ue ? of proceeds been made? books

H as the final allocation

Does the organization maintain the final allocation of proceeds?

adequate

Private Business Use
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

A re there any lease arrangements with respect whic h may res ult In private bus Ines s us e?

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

1:£.ll."11
3a 3b 3c

Schedule

K (Form 990)

2009

Page A Yes B C D E

2

Private

Business Use (Continued) No
Yes

No

Yes

No

Yes

No

Yes

No

A re there any management or service contracts with respect f na nc ed prope rty whic h may res ult In private bus Ines s us e?

to the

X X X

X X X

A re the re a ny res ea rc h ag ree me nts with res pect to the f na nc ed prope rty whic h may res ult In private bus Ines s us e? Does the organization routinely engage bond counselor counsel to review any management or service contracts agreements relating to the financed property? Enter the percentage of fmanc e d property by entities other than a section 501 (c)(3) government other outside or research

4

used In a private business use organization or a state or local

...

5

Enter the percentage of fmanc e d property used In a private business use as a result of unrelated trade or business activity carned on by your organization, another section 501(c)(3) organization, or a state or local government

...

o o
X

100

%

6 7

Total

of lines 4 and 5

100

%

.:£.ll.,' ..
1

Has the organization adopted management practices and procedures to ensure the post-Issuance compliance of ItS tax-exempt bond liabilities?

X

Arbitrage
A Yes B C D E

No

Yes

No

Yes

No

Yes

No

Yes

No

Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty In Lieu of A rb itr aqe Rebate, been filed with respect to the bond Issue?

X

X

X

X

2 3a

Is the bond Issue a variable

rate Issue? a

X

X

X

X

Has the organization or the governmental Issuer Identified hedge with respect to the bond Issue on ItS books and rec o rd s ?

X

X

X

X

b

Name of provider Term of hedge proceeds Invested In a GIC?

Wachovla

Bank NA

Wachovla

Bank NA 25 000000000000

c
4a b

17 000000000000

17 000000000000

Were gross

X

X

X

X

Name of provider Term of GIC the fair

c
d

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

5

an available

X
for an exception to rebate?

X

X

X

6

X

X

X

X
Schedule K (Form 990) 2009

efile GRAPHIC rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

Schedule L
(Form 990 or 990-EZ)

Transactions with Interested Persons
~ Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V lines 38a or 40b. ~ Attach to Form 990 or Form 990-EZ. ~See separate instructions.

2009
Open to Public Inspection
identification number

Department of the Treasury Internal Revenue Service

Name of the organizat
MARTIN MEMORIAL

ion

Employer

MEDICAL CENTER INC

59-0637874

Excess Benefit Transactions
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
(b) Description of transaction

40b (c) Corrected? Yes No

(a) N a me of dis q ua lrfre d pe rs on

2 3

Enter the amount section 4958 • Enter the amount

of tax Imposed

on the organization

managers

or disqualified

persons

durmq the year under ,... $

of tax, If any, on line 2, above,

reimbursed

by the organization.

,... $

lrii .•

Loans to and/or
Complete

From Interested
answered "Yes" (b) Loan to or from the organization? To From

Persons.
on Form 990

If the organization

, Part

IV

, line

26

, or

Form 990-EZ

, Part

V , line 38a (g)Wrltten agreement? Yes No

(a) Name of Interested purpose

person

and

(c)O nqmal principal amount

(d)Balance

due

(e) In default? Yes No

(f) Approved by board or committee? Yes No

Total

,...

$

1:E.Ti....

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.
(c)A mount of grant or type of assistance

person

• :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

Randall Martin

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

Smithfield

Plaza LLC

George Rrtte rs ba c h, director owns 6 5% of Smithfield Plaza, LLC

229,039

No

For Privacy Act and Paperwork Reduction Act Notice, see the tntructlons

for Form 990

Cat No SOOS6A

Schedule L (Form 990 or 990-EZ) 2009

efile GRAPHIC

rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221
OMB No 1545-0047

SCHEDULE 0
(Form 990)
Department of the Treasury Internal Revenue Service

Supplemental Information to Form 990
Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. ~ Attach to Form 990.

2009
Open to Public Inspection
number

Name of the organizat ion
MARTIN MEMORIAL MEDICAL CENTER INC

Employer identification 59-0637874

Identifier

Return Reference

Explanation

Form 990, Part V I, Section A, line 6

Martin Merronal Health Systems, Inc a 501(c)(3) Martin Merronal Medical Center, Inc

tax exempt corporation

IS

the sole member of

Identifier

Return Reference

Explanation

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

Identifier

Return Reference

Explanation

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

Identifier

Return Reference

Explanation

Form 990, Part V I, Section B, line 11

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

Identifier

Return Reference

Explanation

Form 990, Part V I, Section B, line 12c

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

Identifier

Return Reference

Explanation

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

Identifier

Return Reference

Explanation

Form 990, Part V I, Section C, line 19

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

Identifier

Return Reference

Explanation

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

Identifier

Return Reference

Explanation

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

efile GRAPHIC rint - DO NOT PROCESS

As Filed Data -

DLN:93493228008221

SCHEDULE R (Form 990)
Department of the Treasury Internal Revenue Service

Related Organizations

and Unrelated Partnerships

OMB

No

1545-0047

~ 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.

2009
Open to Public Inspection
number

Name of the organizat ion
MARTIN MEMORIAL MEDICAL CENTER INC

Employer identification
59-0637874

_mi.

Identification

of Disregarded
(a) and EIN of disregarded

Entities (Complete

If the organization
(b)

answered "Yes" on Form 990 , Part IV , line 33 )
(e) Legal domicile (state or foreiq n cou ntry)

(d)
Total Income

Name,

address,

entity

Primary

activity

(e) End-of-year

(f)
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.)
(b)

If the organization

answered " Yes " on Form 990, Part IV, line 34 because It had one

Name,

address,

organization

Primary

activity

(e) Legal domicile (state or foreiq n cou ntry)

(d)
Exempt Code section

(e) Public charity status (If section 501(c)(3»

(f)
Direct controlling entity

Martin

Memorial

Health

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

FL

501(c)(3)

line

7

N/A

PO Box 9010 Stuart, FL 34995 59-2333374

Health

care provider

FL

501(c)(3)

line

3

N/A

For Privac

Act and Pa erwork Reduction Act Notice see the Instructions

for Form 990.

Cat

No

50135Y

Schedule R Form 990

2009

Schedule

R (Form

990)

2009

Page

2

.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.)
(b)
Primary activity (c) Legal domicile (state or foreign country)

answered "Yes" on Form 990, Part IV, line 34
(h) (i)
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

(d)
Direct controlling entity

(e) Predominant Income (related, unrelated, excluded from tax under sections 512514)

(f)
Share of total Income

(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

No

Yes

No

1095 St LUCIe West Blvd Port St LUCie, Fl34986 65-0504863 Medical Sound Center at Hobe

No

No

11600 S Federal Highway Hobe Sound, FL34997 65-0748232

Med tea I offices

FL

N/A

Rental

Income

64,798

2,017,788

No

No

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,
(f)
(g) Share of end-of-year assets

Name,

(b)
Primary activity

(c) Legal domicile (state or foreign country)

(d)
Direct controlling entity

(e) Ty pe of entity (C corp, S corp, or trust)

(h)
Percentage ownership

Share of total

Income

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

Condominium Association

FL

N/A

C

78,244

159,644

57400

%

Schedule R Form 990

2009

Schedule

R (Form 990)

2009

Page

3

Mma'_
a
b Receipt

Transactions

With Related Organizations
IS listed In Parts

(Complete

If the organization

answered "Yes" on Form 990 Part IV line 34 35 or 36 )
I I I I

Note. Complete

line 1 If any entity

II, III or IV
transactions entity with one or more related organizations listed In Parts

Yes

No

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

royalties

rent from a controlled ) )

Gift, grant, Gift, grant, Loans Loans

to other

orqaruzatronts orqaruzatronts )

c
d

from other

1c 1d 1e

or loan guarantees or loan guarantees

to or for other by other

orqaruzattorus )

e

orqaruzatronts

f 9 h i

Sale of assets Purchase Exchange Lease

to other

orqaruzattorus

) )

1f 19 1h

No No No Yes

of assets of assets

from other

orqaruzatronts

of fa c rhtte s , equipment,

or other

assets

to other

orqaruzatronts

)

1i

j k I

Lease

of fa c rhtte s , equipment, of services of services

or other

assets

from other

orqaruzatronts

) orqaruzattorus orqaruzatronts ) )

1j 1k 11 1m 1n

Yes Yes Yes No Yes

Performance Performance

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

0

Reimbursement Reimbursement

paid to other paid by other

organization organization

for expenses for expenses

10 1p

Yes Yes

p

q r

Other Other

transfer transfer

of cash or property of cash or property

to other

orqaruzatronts orqaruzatronts

) )

1q 1r

Yes No

from other

2

If the answer

to any of the above

IS "Yes,"

see the Instructions

for Information
(a)

on who must complete

this

line, Including

covered

relationships

and transaction (b) Transaction type(a-r)

thresholds (c) Amount Involved

Name of other organization (1) See Additional Data Table (2)

(3)

(4)

(5)

(6)

Schedule R

Form 990

2009

Imu,

Schedule

R (Form 990)

2009

Page

4

Unrelated

Organizations

Taxable

as a Partnership

(Complete

If the organization

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
(a)

Name, address, and EIN of entity

(b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Are all partners section 501(c)(3) organizations?
Yes No

(e) Share of end-of-year assets

(f)
Disproprtionate

(g)

allocations?

Code V-UBI amount In box 20 of Schedule K-1 (Form 1065)

(h) General or managing partner?

Yes

No

Yes

No

Schedule R Form 990

2009

Additional Data

Return to Form

Softwa re ID: Software Version: EIN: Name: 59-0637874 MARTIN MEMORIAL MEDICAL CENTER INC

Form 990

, Schedule

R, Part V - Transactions

With Related Organizations
(b)
Transaction type(a- r) A mount (e) Involved ($)

(a) Name of other organization

(1) (1) (2) (3) (4) (5)
(6) (7) (8) (9)

Martin Coastal Coastal Coastal Medical Medical Medical Martin Martin Martin

Memorial

Foundation

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

(10)
(11)

Medical Medical

(12) (13) (14) (15)

CSC Condominium Coastal Medical Medical

Care Corporation & Financial Center Management

at St Lucie West

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