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SHORE HEALTH SYSTEM INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SHORE HEALTH SYSTEM INC (EIN 52-0610538)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-13
IRS object ID
202401349349303245
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T10:46:15+00:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 New York Ave NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN520610538EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Shore Health System IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHORBusinessNameControlTxt
Phone4108221000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1219 South Washington StreetAddressLine1Txt
CityEastonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL NICHOLSONPersonNm
Person TitleSVP, FinancePersonTitleTxt
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastNICHOLSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJustin LowePreparerPersonNm
PTINP01866796PTIN
Phone2023276000PhoneNum
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH KOZELBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1219 South Washington StreetAddressLine1Txt
CityEastonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$338,306,791GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UMMS.ORG/SHOREWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1906FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSHORE HEALTH SYSTEM (SHS) IS A REGIONAL, NOT-FOR-PROFIT NETWORK OF INPATIENT AND OUTPATIENT SERVICES WITH FACILITIES IN TALBOT, DORCHESTER, CAROLINE, AND QUEEN ANNE'S COUNTIES.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee1790TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,963,509PYContributionsGrantsAmt
CY Contributions Grants$1,868,950CYContributionsGrantsAmt
PY Program Service Revenue$302,490,571PYProgramServiceRevenueAmt
CY Program Service Revenue$295,886,159CYProgramServiceRevenueAmt
PY Investment Income$7,362,391PYInvestmentIncomeAmt
CY Investment Income$3,748,696CYInvestmentIncomeAmt
PY Other Revenue-$1,896,333PYOtherRevenueAmt
CY Other Revenue-$2,609,539CYOtherRevenueAmt
PY Total Revenue$313,920,138PYTotalRevenueAmt
CY Total Revenue$298,894,266CYTotalRevenueAmt
PY Grants And Similar Paid$50,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$550,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$101,827,038PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$106,448,817CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$150,712,714PYOtherExpensesAmt
CY Other Expenses$171,862,325CYOtherExpensesAmt
PY Total Expenses$252,589,752PYTotalExpensesAmt
CY Total Expenses$278,861,142CYTotalExpensesAmt
PY Revenues Less Expenses$61,330,386PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,033,124CYRevenuesLessExpensesAmt
Total Assets BOY$620,349,756TotalAssetsBOYAmt
Total Assets EOY$567,528,326TotalAssetsEOYAmt
Total Liabilities BOY$252,477,439TotalLiabilitiesBOYAmt
Total Liabilities EOY$186,414,294TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$367,872,317NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$381,114,032NetAssetsOrFundBalancesEOYAmt
MissionOUR MISSION IS TO CREATE HEALTHIER COMMUNITIES TOGETHER, AND PROVIDE OUR VISION TO BE THE REGION'S LEADER IN PATIENT CENTERED HEALTH CARE. OUR GOAL IS TO PROVIDE QUALITY HEALTH CARE SERVICES THAT ARE COMPREHENSIVE, ACCESSIBLE, AND CONVENIENT AND THAT ADDRESS THE NEEDS OF OUR PATIENTS, THEIR FAMILIES AND OUR WIDER COMMUNITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$203,040,221ExpenseAmt
Grant$550,000GrantAmt
Revenue$296,604,492RevenueAmt
DescSHS IS A 131 LICENSED BED COMMUNITY HOSPITAL PROVIDING A FULL RANGE OF INPATIENT AND OUTPATIENT CLINICAL SERVICES TO THE MARYLAND MID-SHORE AREA ; INCLUDING GENERAL HOSPITAL, EMERGENCY, AND SPECIALIZED SERVICES AS WELL AS OUTPATIENT CENTERS FOR PRIMARY CARE, DIAGNOSTICS, TREATMENT, EDUCATION, AND REHABILITATION. SHS OFFERS FREE EDUCATION PROGRAMS AND SERVICES TO PROMOTE HEALTH AWARENESS IN THE COMMUNITY. DURING FY 2023, SHS PROVIDED CARE FOR 6,525 INPATIENTS RESULTING IN 32,949 DAYS OF PATIENT CARE, TREATED 55,476 PATIENTS IN THE ER, AND PERFORMED 9,589 SURGERIES IN THE OR. SHS' ANCILLARY SERVICE DEPARTMENTS REALIZED 254,920 OUTPATIENT ENCOUNTERS. SHS' MISSION STATEMENT IS "TO EXCEL IN QUALITY CARE AND PATIENT SATISFACTION". ITS STRATEGIC PRINCIPLE IS "EXCEPTIONAL CARE, EVERY DAY", AND ITS VALUES STATEMENT IS "EVERY INTERACTION WITH ANOTHER IS AN OPPORTUNITY TO CARE". AS A PART OF ITS MISSION, SHS PROVIDES CHARITY CARE TO PATIENTS UNABLE TO PAY, PROVIDING MORE THAN $3.6 MILLION OF CHARITY CARE IN FY 2023.Desc
Total Program Service Expenses$203,040,221TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee1790EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENINE WARNKEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4434625811PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 ELKRIDGE LANDING ROAD - 3 EASTAddressLine1Txt
CityLINTHICUMCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21090ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
David Milligan
Chairman1.04.0Yes (X)Yes (X)$0$0$0
Kathy Deoudes
Vice Chairman1.04.0Yes (X)Yes (X)$0$0$0
KENNETH D KOZEL
President and CEO40.07.0Yes (X)Yes (X)$894,808$0$17,670
Art Cecil III
Director1.04.0Yes (X)$0$0$0
Catherine Burton
Director1.04.0Yes (X)$0$0$0
Charles Capute
Director1.05.0Yes (X)$0$0$0
Chris Parry DO
Director1.044.0Yes (X)$0$266,425$32,221
Eugene Newmier DO
Director1.04.0Yes (X)$0$0$0
Garrett Falcone
Director1.04.0Yes (X)$0$0$0
J Wayne Howard
Director1.04.0Yes (X)$0$0$0
Jane Wang
Director1.04.0Yes (X)$0$0$0
John W Ashworth III
Director1.04.0Yes (X)$0$0$0
Keith McMahan
Director1.07.0Yes (X)$0$0$0
Kenny Kreiser
Director1.04.0Yes (X)$0$0$0
KIM R HERMAN MD
Director1.044.0Yes (X)$0$417,489$23,487
Kristin Jones-Bryce
Director1.044.0Yes (X)$0$606,290$43,868
MOHAN SUNTHA MD
Director1.059.0Yes (X)$0$4,360,614$41,855
Robert Roth
Director1.04.0Yes (X)$0$0$0
S Michelle Lee
Director (Ended 6/2023)1.047.0Yes (X)$0$1,279,041$34,610
Stephen Satchell
Director1.04.0Yes (X)$0$0$0
Thomas Stauch MD
Director1.044.0Yes (X)$0$955,963$13,001
Tom Seip
Director1.04.0Yes (X)$0$0$0
William B Noll
Director1.04.0Yes (X)$0$0$0
JoAnne R Hahey
SVP Finance, CFO and Treasurer40.07.0Yes (X)$453,458$0$24,149
Pamela Addy
Secretary (Ended 07/22)40.04.0Yes (X)$318,442$0$23,795
Jennifer Boettinger
VP Patient Care and CNO40.00$349,614$0$46,147Yes (X)
William E Huffner MD
SVP and CMO40.02.0$650,540$0$22,187Yes (X)
Arvinjit Singh
VP Strategy and Communications40.00$297,552$0$42,370Yes (X)
Dennis S Welsh
VP Rural Healthcare Transformation40.00$266,011$0$27,923Yes (X)
Diane R Murphy
Chief Quality Officer40.00$287,409$0$36,466Yes (X)
Sherri Hobbs
Patient Safety Director40.00$307,885$0$35,006Yes (X)
William J Brown
VP Foundation40.00$274,701$0$19,095Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,100,420TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,885,822TotReportableCompRltdOrgAmt
Total Other Compensation$483,850TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K169IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
AYA HEALTHCARE INC
PO BOX 123519DALLASTX753123519Temporary Labor$6,575,878
TIDEWATER ANESTHESIA ASSOC
PO BOX 824639PHILADELPHIAPA191824639Anesthesia Services$3,747,762
MD EMERGENCY MEDICINE NETWORK
110 SOUTH PACA STBALTIMOREMD21201Physician Services$3,341,093
QUALIVIS LLC
5930 CORNERSTONE CTSAN DIEGOCA921213772Temporary Labor$2,308,178WEST STE 300
C & A INDUSTRIES INC DBA AUREU
13609 CALIFORNIA STOMAHANE68154Temporary Labor$2,095,632
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K95CntrctRcvdGreaterThan100KCnt
Related Organizations$237,556RelatedOrganizationsAmt
Government Grants$1,631,394GovernmentGrantsAmt
Total Contributions$1,868,950TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Net patient revenue622110$293,425,159$293,425,159$0$0
Nuclear Medicine621990$1,087,948$1,087,948$0$0
SHO Therapy622110$1,061,263$1,061,263$0$0
Pharmacy921990$311,789$311,789$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$295,886,159TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,812,108TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,812,108ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,370,680RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$6,716,077RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$3,345,397RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,345,397TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$3,345,397ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,743,403SecuritiesAmt
Other$2,889,633OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$29,806,815SecuritiesAmt
Other$2,889,633OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$63,412SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$63,412TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$63,412ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Joint venture income901101$329,735$329,735$0$0
Cafeteria722514$11,620$0$0$11,620
Medical records900099$5,905$0$0$5,905

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$388,598TotalRevenueColumnAmt
Related Or Exempt Func Income$388,598RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$735,858OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$298,894,266TotalRevenueColumnAmt
Related Or Exempt Func Income$296,604,492RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$420,824ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$550,000TotalAmt
Program Services$550,000ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,911,930TotalAmt
Program Services$752,370ProgramServicesAmt
Management And General$1,159,560ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$85,183,378TotalAmt
Program Services$50,625,684ProgramServicesAmt
Management And General$34,557,694ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,632,794TotalAmt
Program Services$1,564,707ProgramServicesAmt
Management And General$1,068,087ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$10,678,183TotalAmt
Program Services$6,346,195ProgramServicesAmt
Management And General$4,331,988ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,042,532TotalAmt
Program Services$3,591,162ProgramServicesAmt
Management And General$2,451,370ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$11,599TotalAmt
Program Services$0ProgramServicesAmt
Management And General$11,599ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$483,536TotalAmt
Program Services$0ProgramServicesAmt
Management And General$483,536ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$87,867,989TotalAmt
Program Services$70,730,658ProgramServicesAmt
Management And General$17,137,331ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,866,094TotalAmt
Program Services$1,109,046ProgramServicesAmt
Management And General$757,048ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,123,225TotalAmt
Program Services$3,639,119ProgramServicesAmt
Management And General$2,484,106ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$48,358TotalAmt
Program Services$28,740ProgramServicesAmt
Management And General$19,618ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$62,458TotalAmt
Program Services$37,120ProgramServicesAmt
Management And General$25,338ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$5,098,388TotalAmt
Program Services$3,030,044ProgramServicesAmt
Management And General$2,068,344ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,798,479TotalAmt
Program Services$11,172,201ProgramServicesAmt
Management And General$7,626,278ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,405,131TotalAmt
Program Services$4,695,424ProgramServicesAmt
Management And General-$290,293ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Medical Supplies$35,682,032$35,682,032$0$0
Bad Debt$6,659,344$6,659,344$0$0
Repairs/Maintenance$2,303,857$1,369,215$934,642$0
Equipment Rental$885,196$526,084$359,112$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,566,639TotalAmt
Program Services$931,076ProgramServicesAmt
Management And General$635,563ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$278,861,142TotalAmt
Program Services$203,040,221ProgramServicesAmt
Management And General$75,820,921ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,272,916BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$65,562,873BOYAmt
EOY$9,435,474EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,287,201BOYAmt
EOY$39,470,605EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,357,719BOYAmt
EOY$3,775,691EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,454,360BOYAmt
EOY$393,484EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$390,752,096LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$228,997,854LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$161,950,851BOYAmt
EOY$161,754,242EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$75,120,249BOYAmt
EOY$58,812,084EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$79,868,789BOYAmt
EOY$91,703,718EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$196,474,798BOYAmt
EOY$202,183,028EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$620,349,756BOYAmt
EOY$567,528,326EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$63,405,272BOYAmt
EOY$25,776,293EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$535,936BOYAmt
EOY$534,075EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$4,283,312BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$184,252,919BOYAmt
EOY$160,103,926EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$252,477,439BOYAmt
EOY$186,414,294EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$326,677,591BOYAmt
EOY$335,770,478EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$41,194,726BOYAmt
EOY$45,343,554EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$367,872,317BOYAmt
EOY$381,114,032EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$620,349,756BOYAmt
EOY$567,528,326EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$20,033,124ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$9,629,013NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$16,420,422OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$11,599OtherActivitiesAmt
Total Lobbying Expenditures$11,599TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationSHS PAYS MEMBERSHIP DUES TO THE MARYLAND HOSPITAL ASSOCIATION (MHA) AND THE AMERICAN HOSPITAL ASSOCIATION (AHA). MHA AND AHA ENGAGE IN MANY SUPPORT ACTIVITIES INCLUDING LOBBYING AND ADVOCATING FOR THEIR MEMBER HOSPITALS. THE MHA AND AHA REPORTED THAT 2.36% AND 27.29% OG MEMBER DUES WERE USED FOR LOBBYING PURPOSES AND AS SUCH, SHS HAS REPORTED THIS AMOUNT ON SCHEDULE C PART II-B AS LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,404,542BeginningYearBalanceAmt
End Year Balance$2,404,542EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,404,542BeginningYearBalanceAmt
End Year Balance$2,404,542EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,404,542BeginningYearBalanceAmt
End Year Balance$2,404,542EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,404,542BeginningYearBalanceAmt
End Year Balance$2,404,542EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,404,542BeginningYearBalanceAmt
End Year Balance$2,404,542EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$14,559,663OtherCostOrOtherBasisAmt
Book Value$14,559,663BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$183,713,289OtherCostOrOtherBasisAmt
Depreciation$79,923,999DepreciationAmt
Book Value$103,789,290BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$175,333,973OtherCostOrOtherBasisAmt
Depreciation$148,178,333DepreciationAmt
Book Value$27,155,640BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,145,171OtherCostOrOtherBasisAmt
Depreciation$895,522DepreciationAmt
Book Value$16,249,649BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$161,754,242TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescAlternative investmentsDesc
Book Value$91,703,718BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$91,703,718TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDescBook ValueBookValueAmt
Assets of Related Organizations$98,666,447
LT Asset Financing Lease$35,858,487
Construction Funds$34,358,000
Due From Affiliates$22,999,170
Other Receivables$2,559,657
Malpractice Reinsurnace$3,182,502
Other Assets$4,558,765
FieldValueIRS element (for citing)
Total Book Value Other Assets$202,183,028TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Due To Affiliates$112,953,251
LT Liability Financing Lease$37,946,029
Advances From Third Party Payors$6,962,142
Other - Credit Patient AR$1,696,635
Other Liabilities$545,869
FieldValueIRS element (for citing)
Total Liability$160,103,926TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsMEMORIAL HOSPITAL FOUNDATION ENDOWMENT FUNDS ARE USED TO SUPPORT THE HEALTHCARE MISSION OF SHS. INVESTMENT EARNINGS ON THE ENDOWMENT FUND ARE TRANSFERRED TO TEMPORARILY RESTRICTED AND UNRESTRICTED FUNDS IN SUPPORT OF THE ORGANIZATION'S TAX EXEMPT MISSION.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetYes (true)ExpensesExceedBudgetInd
Unable To Provide CarefalseUnableToProvideCareInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,626,255TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,626,255NetCommunityBenefitExpnsAmt
Total Expense0.0133TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$3,626,255TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,626,255NetCommunityBenefitExpnsAmt
Total Expense0.0133TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,102,830TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,102,830NetCommunityBenefitExpnsAmt
Total Expense0.0041TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$527,190TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$527,190NetCommunityBenefitExpnsAmt
Total Expense0.0019TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$17,013,204TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$6,227,125DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,786,079NetCommunityBenefitExpnsAmt
Total Expense0.0396TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$122,215TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$122,215NetCommunityBenefitExpnsAmt
Total Expense0.0004TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$18,765,439TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$6,227,125DirectOffsettingRevenueAmt
Net Community Benefit Expns$12,538,314NetCommunityBenefitExpnsAmt
Total Expense0.0461TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$22,391,694TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$6,227,125DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,164,569NetCommunityBenefitExpnsAmt
Total Expense0.0594TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,327TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,327NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$6,673TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,673NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$30,939TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$30,939NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,946TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,946NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,125TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,125NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$51,010TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$51,010NetCommunityBenefitExpnsAmt
Total Expense0.0002TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$5,170,981BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$117,459,401ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$98,093,051CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$19,366,350MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEMORIAL HOSPITAL AT EASTONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1219 S WASHINGTON STREETAddressLine1Txt
CityEASTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21601ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.UMMS.ORG/SHOREWebsiteAddressTxt
State License20-003StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
Facility Reporting GroupAFacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsfalseCHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLhttps://www.umms.org/shore/community/assessment-implementation-planOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt21ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLhttps://www.umms.org/shore/community/assessment-implementation-planStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.0FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLhttps://www.umms.org/patients-visitors/umms-financial-assistanceFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLhttps://www.umms.org/patients-visitors/umms-financial-assistanceFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLhttps://www.umms.org/patients-visitors/umms-financial-assistanceFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3ETHE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA.
Schedule H, Part V, Section B, Line 5 Facility A, 1Facility A, 1 - REPORTING GROUP A. UM Shore Regional Health (SHS) conducted a Community Health Needs Assessment (CHNA) for FY2023-FY2025 (board approved 5/25/2022) for the five counties of Maryland's Mid-Shore: Talbot, Caroline, Queen Anne's, Dorchester, and Kent. UM SRH used primary and secondary sources of data as well as quantitative and qualitative data and consulted with numerous individuals and organizations during the CHNA, including community leaders, community partners, the University of Maryland Medical System Community Health Improvement Committee, the general public, local health experts, and the Health Officers representing the five counties of the Mid-Shore. Feedback from customers includes data collected from surveys, advisory groups and from our community outreach and education sessions. Secondary data resources referenced to identify community health needs include County Health Rankings (http://www.countyhealthrankings.org) and Maryland Department of Health State Health Improvement Process (SHIP) https://pophealth.health.maryland.gov/Pages/SHIP-Lite-Home.aspx , and Maryland State Health Improvement Measures as Related to Activities in Rural Communities and Workforce Development http://www.mdruralhealth.org/ Shore Regional Health participates on the University of Maryland Medical System (UMMS) Community Health Improvement Committee to study demographics, assess community health disparities, inventory resources and establish community benefit goals for both UM Shore Regional Health and UMMS. UM Shore Regional Health consulted with community partners and organizations to discuss community needs related to health improvement and access to care. Shore Regional Health hosted a series of community listening forums to gather community input for a regionalization study that explores the benefits of a regional approach to providing health care for Caroline, Dorchester, Kent, Queen Anne's and Talbot counties. In addition, Shore Health meets regularly with members of the local health departments and community leaders, including: Choptank Community Health System Sara Rich Health Departments Health Officers Mid Shore Behavioral Health, Inc. Katie Dilley In addition, the following agencies/organizations are referenced in gathering information and data: * Maryland Department of Health * Maryland Department of Planning * Maryland Vital Statistics Administration * County Health Rankings * Mid Shore Comprehensive Economic Development Strategy CEDS Our CHNA identified the following list of priorities for our community: Health Priorities FY2023-2025 The top five priorities: 1. Mental health/substance abuse 2. Access to care 3. Chronic Disease management 4. Preventive/wellness programs 5. Cancer Overarching theme for addressing health priorities: 1. Reduce barriers to care 2. Improve care coordination 3. Focus on health outreach and education Maryland Health Care Commission (MHCC) Rural Health Study During the 2016 Legislative Session, Senate Bill 707 Freestanding Medical Facilities- Certificate of Need, Rates and Definition (SB 707), passed into law and was signed by the Governor on May 10, 2016. The legislation established a workgroup on rural health care delivery to oversee a study of healthcare delivery in the Middle Shore region and to develop a plan for meeting the health care needs of the five counties -- Caroline, Dorchester, Kent, Queen Anne's and Talbot. The purpose of the study was to assess the health care of the residents of the five-county study area and the capacities of the health system in the region, and propose options for enhancing health and health care delivery on the Mid-Shore. The research team was asked to consider: (1) the limited availability of health care providers and services; (2) the special needs of vulnerable populations, including the frail and elderly, racial and ethnic minorities, immigrants and patients with persistent behavioral illnesses; (3) barriers to access caused by transportation limitations; and (4) the economic impact of closures, partial closures or conversions of health care facilities. The Summary Report provides highlights of findings from all components of the study and integrates them into key recommendations. Methods and findings are detailed for review at: http://mhcc.maryland.gov/mhcc/pages/home/workgroups/documents/rural_health/September%2025th%202017%20Meeting/lgsrpt_%20ExecutiveSummary_rpt_20170928.pdf The University of Maryland Medical System in partnership with UM Shore Regional Health as members of the Rural Health Care Delivery Workgroup produced a white paper, Commitment to Meeting the Health Care Needs of Our Vulnerable Rural Communities. This paper explores concerns about the unique needs of rural hospitals and communities and can be accessed at: http://mhcc.maryland.gov/mhcc/pages/home/workgroups/documents/rural_health/July%2025th%202017%20Meeting/LGSRPT_Shore_White_Paper_rpt20170523.pdf
Schedule H, Part V, Section B, Line 6a Facility A, 1Facility A, 1 - REPORTING GROUP A. SHS CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR THE UMSRH NETWORK WHICH SERVES THE MID-SHORE REGION -UNIVERSITY OF MARYLAND SHORE MEDICAL CENTER AT CHESTERTOWN (SMC AT CHESTERTOWN), THE UNIVERSITY OF MARYLAND SHORE MEDICAL CENTER AT DORCHESTER (SMC AT DORCHESTER), AND THE UNIVERSITY OF MARYLAND SHORE MEDICAL CENTER AT EASTON (SMC AT EASTON).
Schedule H, Part V, Section B, Line 11 Facility A, 1Facility A, 1 - REPORTING GROUP A. ALL PRIMARY HEALTH NEEDS ARE BEING ADDRESSED TO THE EXTENT THAT AVAILABLE RESOURCES AND CLINICAL EXPERTISE ALLOW. THE COMMUNITY BENEFITS PLAN IS ABLE TO ADEQUATELY ADDRESS HEART DISEASE, CANCER, DIABETES, HYPERTENSION, HIGH CHOLESTEROL, ISSUES ASSOCIATED WITH AGING POPULATION. NUTRITION, WEIGHT MANAGEMENT/OBESITY IS ADDRESSED THROUGH EDUCATIONAL CLASSES AND/OR SEMINARS. TOBACCO USE/SMOKING AND ALCOHOL/BINGE DRINKING/UNDERAGE DRINKING ARE BEING ADDRESSED BY OTHER COUNTY AGENCIES AND ORGANIZATIONS AND THROUGH PARTNERSHIPS, INCLUDING THE COUNTY HEALTH DEPARTMENTS. UMSRH HOSPITALS DO NOT POSSESS THE RESOURCES AND EXPERTISE REQUIRED FOR ENVIRONMENTAL HEALTH CONCERNS AND ISSUES. MENTAL HEALTH IS BEING ADDRESSED THROUGH THE MID-SHORE MENTAL HEALTH SYSTEMS, INC., WHICH IS A PRIVATE, NOT-FOR-PROFIT ORGANIZATION SERVING THE FIVE MID-SHORE COUNTIES: CAROLINE, DORCHESTER, KENT, QUEEN ANNE'S AND TALBOT. SEVERAL ADDITIONAL TOPIC AREAS WERE IDENTIFIED BY THE COMMUNITY HEALTH PLANNING COUNCIL INCLUDING: SAFE HOUSING, TRANSPORTATION, AND SUBSTANCE ABUSE. THE UNMET NEEDS NOT ADDRESSED BY UMC AT EATON, UMC AT DORCHESTER, NOR UMC AT CHESTERTOWN WILL CONTINUE TO BE ADDRESSED BY KEY GOVERNMENTAL AGENCIES AND EXISTING COMMUNITY- BASED ORGANIZATIONS. WHILE UMSRH HOSPITALS WILL FOCUS THE MAJORITY OF OUR EFFORTS ON THE IDENTIFIED PRIORITIES OUTLINED IN THE CHNA ACTION PLAN, WE WILL REVIEW THE COMPLETE SET OF NEEDS IDENTIFIED IN THE CHNA FOR FUTURE COLLABORATION AND WORK. THESE AREAS, WHILE STILL IMPORTANT TO THE HEALTH OF THE COMMUNITY, WILL BE MET THROUGH OTHER HEALTH CARE ORGANIZATIONS WITH OUR ASSISTANCE AS AVAILABLE.
Schedule H, Part V, Section B, Line 13 Facility A, 1Facility A, 1 - REPORTING GROUP A. THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAN THE FPG INCOME LEVELS.
FieldValueIRS element (for citing)
Facility10FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
REQUARD CANCER CENTER
509 IDLEWILD AVENUEEASTONMD21601ONCOLOGY SERVICES
DIAGNOSTIC CENTER
10 MARTIN COURTEASTONMD21601DIAGNOSTIC & REHAB
UM SHORE REGIONAL HEALTH AT CAMBRIDGE
713 Cambridge Marketplace BlvdCambridgeMD21613Imaging, Laboratory & Rehab services
EMERGENCY ROOM UM SHORE MEDICAL CENTER AT CAMBRIDGE
715 Cambridge Marketplace BlvdCambridgeMD2161324-HOUR ER
QUEEN ANNE EMERGENCY CENTER
115 SHOREWAY DRIVEQUEENSTOWNMD2165824-HOUR ER
SHORE HEALTH SYSTEM SURGERY CENTER
6 CAULK LANEEASTONMD21601AMBULATORY SURGERY
THE SHORE MEDICAL PAVILION
125 SHOREWAY DRIVEQUEENSTOWNMD21658DIAGNOSTIC & REHAB
DIGESTIVE DISEASE CENTER
511 IDLEWILD AVENUEEASTONMD21601DIGESTIVE HEALTH
DENTON DIAGNOSTIC CENTER
920 MARKET STREETDENTONMD21601DIAGNOSTIC & REHAB
CENTREVILLE DIAGNOSTIC CENTER
2540 CENTERVILLE ROADCENTREVILLEMD21617DIAGNOSTIC

Supplemental Information Detail SupplementalInformationDetail (20 entries)

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Schedule H, Part I, Line 3c CRITERIA FOR FREE OR DISCOUNTED CARESHS IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO PERSONS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM, OR OTHERWISE UNABLE TO PAY, FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAN THE FPG INCOME LEVELS. THE FAP ALSO USES A FINANCIAL HARDSHIP THRESHOLD WHEN DETERMINING ELIGIBILITY. A PATIENT WITH MEDICAL DEBT EXCEEDING 25% OF FAMILY ANNUAL HOUSEHOLD INCOME MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE.
Schedule H, Part I, Line 6b RELATED ORGANIZATION REPORTTHE ORGANIZATION ANNUALLY FILES A COMMUNITY BENEFIT REPORT AS REQUIRED BY THE MARYLAND HSCRC. THE REPORT CAN BE FOUND AT https://hscrc.maryland.gov/Pages/default.aspx
Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTHBased on qualitative and quantitative data collected and analyzed -specifically related to racial, ethnic and other demographic and geographic-related health disparities during the CHNA process, UM SRH's Implementation Plan is committed to the goals and strategies identified in the CNHA and to examining what evidence-based initiatives can improve the county's health. Maryland's State Health Improvement Process (SHIP) provides a framework for continual progress toward a healthier Maryland. Maryland's State Heath Improvement Process (SHIP) began with national, state and local data being reviewed and analyzed by the Maryland Department of Health and Office of Population Health as well as by the five Departments of Health (Talbot, Caroline, Dorchester, Queen Anne's, Kent). It has three main components: accountability, local action and public engagement. SHIP includes 39 measures that provide a framework to improve the health of Maryland residents. Twenty-eight of the measures have been identified as critical racial/ethnic health disparities. Each measure has a data source and a target, and where possible, can be assessed at the county level. UM SRH's priorities are aligned with the Maryland State Health Improvement Process vision areas and those objectives outlined by the local health improvement coalition. The top five priorities: 1. Mental health/substance abuse 2. Access to care 3. Chronic Disease management 4. Preventive/wellness programs 5. Cancer Several additional topic areas were identified by UM SRH: safe housing, transportation, and substance abuse. The unmet needs not addressed by UM SRH will continue to be addressed by key governmental agencies and existing community- based organizations. While UM SRH will focus the majority of our efforts on the identified priorities outlined in the CHNA Implementation Plan, we will review the complete set of needs identified in the CHNA for future collaboration and work. These areas, while still important to the health of the community, will be met through other health care organizations with our assistance as available. Initiative 1 Title of Initiative: UM SRH Shore Community Outreach Team Describe the program: UM Shore Regional Health Shore Community Outreach Team (SCOT) is a wellness program that increases community members' access to care and connects individuals needing assistance with chronic disease management to community services and to local mental health resources. SCOT is part of Shore Medical Center at Chestertown's Maryland Rural Hospital model. SCOT reduces barriers to care by working with patients in their homes. The SCOT RN or MSW perform an in-home assessment to determine each patient's individualized needs and then connects the patient to the needed resources to better support their health and wellness. SCOT provides education to patients in their homes and educational programs and screenings in the community. Primary Objective of the Initiative: * CHNA priority 4, Preventive/wellness program * CHNA priority 2, Access to Care * CHNA priority 3, Chronic Disease Management * CHNA priority 1, Mental Health SCOT serves Kent and Northern Queen Anne's County residents. The team includes a registered nurse, a licensed social worker, and two community health workers. The mission of SCOT is to improve the community's health by collaborating with local partners to bring healthcare access and support services to residents in their homes and community settings. SCOT accepts referrals for patients in the community needing support and assistance navigating their healthcare and accessing available resources. SCOT makes home visits to identify the health and social issues contributing to the patient's difficulties managing their health in the community and sets health and wellness goals and supports the patient in achieving these goals. SCOT performs Diabetes Risk Tests and free HbA1c screenings in the community, raising participant awareness of their risk of having or developing diabetes. SCOT provides information on regional DPP programs and how to register for these programs and has also offered a Diabetes and Healthy Eating Lunch and Learn with the Dixon Group, a major employer in Kent County, MD. Key Collaborators in Delivery of the Initiative: Adult Multi-Disciplinary Team (Kent County Health Department, Kent County Department of Social Services, Kent County Behavioral Health, Mid-shore Behavioral Health, Upper Shore Aging) Mid-Shore Health Improvement Coalition,Kent County Health Department Initiative Outcomes Observed Community Case Management data: * Enrolled patients: 115 * Home visits: 920 * Referrals received for SCOT program: 156 * Patients connected to PCP: 33 * Patients connected to mental health services: 37 * Referrals made to Transitions Pharmacist for medication review and reconciliation: 8 * Advance Directives completed: 27 The SCOT program has shown a reduction in participant hospital visits, charge per member, and charge per visit one month, 3 months, and six months after program enrollment. Community Outreach Data: * SCOT community blood pressure and diabetes screening events held: 26 * SCOT Health and wellness education and outreach events held: 23 * Community gardens started in four Kent County locations: Rock Hall, Edesville, Butlertown, and Coleman * Collaboration with Kent County Emergency Services Office to establish the Vulnerable Population Assistance Program (VPAP). VPAP is a voluntary registry that enables first responders to assist members of our vulnerable populations better. * Creation of a new African American Women's Health Advisory Committee (AAWHAC). The first free event held on 4/29/23 focused on mental health in the African American community. The AAWHAC has begun planning its next event in collaboration with the Alzheimer's Association. * Collaboration with Choptank Community Health to provide a Heat-Related Illness Prevention program for employees of Angelica Nurseries Inc. * Health and Wellness activities and education with Dixon Group employees Initiative 2 Identified Need: Health Priority #1. Access to Care How was the need identified: Identified through the CHNA process Name of hospital initiative: Community Care Coordination- Transitional Nurse Navigators Target population Population includes those with CHF, COPD, diabetes and other chronic diseases as well as those with complex medical needs and/or lacking social support. Total number of people reached by the initiative: Served 1,100 patients- improved access to outpatient services through follow-up and referral to community resources. Primary objective of initiative: Access to care and care coordination were identified in the 2022 CHNA. This program addresses these needs through navigators who refer patients at discharge from the in-patient setting to community based programs who can address health needs and social determinants of health. Patients are followed through an out-patient care coordination process to address medical and non-medical needs. UM SRH implemented a follow up system for all discharged patients and has expanded services to the community to determine if additional health services are required to address medical and non-medical needs (e.g., appointment setting, obtaining medications, and understanding care instructions. UM SRH also pays for medical transportation and some medications for patients with medical and financial needs. Key collaborators in delivery: * Queen Anne's County Department of Health * Department of Aging Upper Shore Impact of hospital initiative: Reduction of utilization of emergency room services for ongoing treatment. Evaluation of outcome: Improved chronic disease management
Schedule H, Part VI, Line 5 PROMOTION OF COMMUNITY HEALTH (cont.)Initiative 3 Identified Need Health: Health Priority #1, Access to Care; Health Priority #3, Chronic Disease management; Provide outreach for education opportunities to the community for chronic disease awareness and management. How was the need identified: Identified through the CHNA process Name of hospital initiative: Diabetes, Stroke, Heart Education Programs Education Series Support Groups Radio Broadcasts Heart Wellness Newsletter and Presentations Stroke Education/Presentations Blood Pressure Screenings Total number of people within target population: 5 county population (See below for prevalence of disease) Prevalence of Diabetes in this community is higher than average within Maryland. Diagnosed Diabetes Among Adults: Caroline County: Prevalence=12.2 2,856 individuals Dorchester County: Prevalence=14.7 3,893 individuals Kent County: Prevalence=8.9 1,549 individuals Queen Anne's County: Prevalence=9.4 3,603 individuals Talbot County: Prevalence=9.5 3,434 individuals Maryland: Prevalence=9.4 Source: Prevalence data presented here include number of existing cases and rates per 100 overall and by age, sex, and level of education https://www.cdc.gov/diabetes/atlas/obesityrisk/24/atlas.htm Prevalence of Age-adjusted mortality rate from heart disease (per 100,000 population). Heart disease is the leading cause of death in Maryland accounting for 25% of all deaths. Prevalence for Maryland= 169.4: 2017 Goal= 166.3 Caroline County: Prevalence=195.6 Dorchester County: Prevalence=190.9 Kent County: Prevalence=154.3 Queen Anne's County: Prevalence=159.8 Talbot County: Prevalence=143.0 In Maryland, 30% of all deaths were attributed to heart disease and stroke. Heart disease and stroke can be prevented by control of high blood pressure. The rate of emergency department visits due to hypertension (per 100,000 population) in Maryland= 252.2 2017 Goal=234 Caroline County: Rate=257.8 Dorchester County: Rate=465.4 Kent County: Rate=334.7 Queen Anne's County: Rate=187.8 Talbot County: Prevalence=265.1 Total number of people reached by the initiative: Total Community Benefit encounters or "touchpoints" in FY2023 was over 3,000 for Diabetes, Stroke, Heart Wellness related Education and Support Groups. Primary objective of initiative: Reduce incidence of diabetes, stroke, cardiovascular disease Improve management of diabetes and hypertension, lung and heart health, Support for population managing diabetes, stroke, cancer Provide educational material to promote a focus on personal health Key collaborators in delivery: Community Senior Centers UM Center for Diabetes and Endocrinology UM Center at Easton Primary Stroke Center Health Departments Impact of hospital initiative: Raised/improved the level of diabetes awareness, stroke, and heart wellness education and management in the community. Education and Support Education and support groups: (1) Weekly Diabetes Self-Management Classes Offered in Chestertown and Easton, this program provides medical information and strategies, enabling patients to manage their diabetes for optimal wellness (2) Individualized instruction and support services provides support for patients on the topics listed below: Topics include: carb counting; medical nutrition therapy, providing an individualized comprehensive nutrition plan; glucose meters, injectable medications, continuous glucose monitoring (CGM) and insulin pump management; and gestational diabetes - care during pregnancy and what to expect afterward (3) Diabetes Support Groups Stroke Awareness and Warning Signs-Education/ Presentations inform adults of signs and symptoms, risk factors, and prevention methods for stroke. Community Education Radio Broadcasts - 200+ listeners for health show. Maryland Health Matters- published 3x year, mailed to 77,000 households. "Let's Talk about Health" - monthly webex event on different health topics "Community Conversations"- Mental Health Series offered throughout the year. Have transitioned to webex events. UM SRH operates under a unique regulatory system that caps hospital revenues and provides adjustments to allow for population health improvement investments. Under Maryland's global budget revenue model, UM SRH reports on a regular basis how it is investing in efforts to improve population health. UM SRH provides on-going services that are fundamental to addressing the identified community health needs that demonstrate the extent to which our commitment to serve our community is integrated into our care delivery model. We have a strong focus on treating patients with chronic conditions. UM Shore Regional Health works to coordinate care, ensure smooth transitions and promote disease self-management strategies at every step of a patient's journey - whether at home, in the community, or within our hospital. We operate specialized clinics to enable access to routine outpatient care. Our transitional care services help patients newly diagnosed or those that have had a recent hospitalization transition safely back to the community. Transitional nurse navigators provide patients with disease education and self-management strategies, connect them to primary care providers and specialists, and help them overcome any barriers to making follow up appointments. An urgent care center to address off hours visits and low acuity emergencies is also available. Our coudamin clinic provides anticoagulation medication management, specifically managing and monitoring warfarin (Coumadin) therapy upon physician referral. It also provides patients with ongoing monitoring of their anticoagulation therapy to ensure desired outcomes and decrease adverse events. Additionally, our behavioral health clinic provides a community access point for those in need of outpatient mental health services. Resources are embedded throughout the hospital and in the community so that every patient receives the same level of care coordination. Care managers are embedded within our emergency department and hospital, and provide in-home visits as needed. Community health workers reach out to patients who are identified as being high risk for readmission or in need of critical resources. Close relationships are maintained with skilled nursing facilities and home health agencies so that transfers from the hospital to these facilities are smooth, and the highest quality of care is constantly delivered. Strong relationships exist with local emergency medical service (EMS) providers through our mobile integrated health program, which delivers effective and efficient care to patients outside of the hospital. Nurses and community health workers function outside traditional emergency response roles, with a focus on maintaining individuals' health at their homes while also providing convenient access to care in the community. Additional care partners include primary care providers, specialists, local department of health, office on aging and other community based partners. We are proud to serve our community and appreciate our partners who allow us to fulfill our mission. We will always do what is right for the patient, no matter where they are in their health journey, and will always strive to have our patients receive care in the community they reside. As a part of the University of Maryland Medical System (UMMS) we are shaping a new paradigm in care delivery that we believe should be the future standard of care.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation6659344
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistanceMARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION, (HSCRC) DETERMINES PAYMENT THROUGH A RATE SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE. COMMUNITY BENEFIT EXPENSES ARE EQUAL TO MEDICAID REVENUES IN MARYLAND, AS SUCH, THE NET EFFECT IS ZERO. ADDITIONALLY, NET REVENUES FOR MEDICAID SHOULD REFLECT THE FULL IMPACT ON THE HOSPITAL OF ITS SHARE OF THE MEDICAID ASSESSMENT.
Schedule H, Part II Community Building ActivitiesThrough a variety of community building activities, UM Shore Regional Health promotes health and wellness in the community it serves. These activities include: active engagement and collaboration with local Health Departments, Chambers of Commerce, and organizations that work to improve the quality of life for the residents of the Mid-Shore (Talbot, Caroline, Dorchester, Queen Anne's, and Kent Counties) Because local action is essential to public health progress, UM Shore Regional Health works in partnership with public sector agencies, health care providers and community-based partners. In addition, a variety of clinical and non-clinical UM SRH associates serve on various coalition workgroups. The work of UM SRH and community-based partners continues on the identified priorities and objectives of the Maryland Department of Health (MDH) State Health Improvement Process (SHIP). SHIP, launched in September 2011, focuses on improving the health of Maryland residents in six vision areas: Healthy Babies, Healthy Social Environments, Safe Physical Environments, Infectious Disease, Chronic Disease and Health Care Access. Under SHIP's umbrella, the coalition develops and implements strategies that will improve local public health. UM SRH maintains open communication with the Health Departments of Talbot, Caroline, Dorchester, Queen Anne's, and Kent Counties, Mid-Shore Mental Health System, Choptank Community Health System, local government and schools. UM SRH's community outreach programs can be found in County schools, senior centers, community centers and churches throughout the Mid-Shore. UM SRH's director of community outreach participates in committees and advisory councils, promoting continuous dialogue between the medical center and community stakeholders. This provides opportunities for new ideas and programs to be exchanged, allowing UM SRH to maximize community outreach efforts. UM SRH seeks insight from community members attending educational programs through its outreach events. Program participants are asked to complete a brief survey evaluation, providing feedback and comments about the program they attended, as well as providing suggestions for future program topics.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountTHE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) STARTED SETTING HOSPITAL RATES IN 1974. AT THAT TIME, THE HSCRC APPROVED RATES APPLIED ONLY TO COMMERCIAL INSURERS. IN 1977, THE HSCRC NEGOTIATED A WAIVER FROM MEDICARE HOSPITAL PAYMENT RULES FOR MARYLAND HOSPITALS TO BRING THE FEDERAL MEDICARE PAYMENTS UNDER HSCRC CONTROL. IN 2014, MARYLAND'S WAIVER WITH MEDICARE WAS RENEGOTIATED AND UPDATED TO REFLECT THE CURRENT HEALTHCARE ENVIRONMENT. UNDER THIS NEW WAIVER, SEVERAL CRITERIA WERE ESTABLISHED TO MONITOR THE SUCCESS OF THE SYSTEM IN CONTROLLING HEALTHCARE COSTS AND THE CONTINUANCE OF THE WAIVER ITSELF: 1. REVENUE GROWTH PER CAPITA 2. MEDICARE HOSPITAL REVENUE PER BENEFICIARY 3. MEDICARE ALL PROVIDER REVENUE GROWTH PER BENEFICIARY 4. MEDICARE READMISSION RATES 5. HOSPITAL ACQUIRED CONDITION RATE
Schedule H, Part III, Line 3 Bad Debt Expense MethodologyBECAUSE OF THE UNIQUE PAYMENT SYSTEM DESCRIBED ON LINE 2 (ABOVE), THE HOSPITAL IS UNABLE TO ESTIMATE HOW MUCH OF THE AMOUNT REPORTED IN LINE 2 IS ATTRIBUTED TO PATIENTS WHO WOULD APPLY UNDER THE FAP.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteTHE CORPORATION RECORDS REVENUES AND ACCOUNTS RECEIVABLE FROM PATIENTS AND THIRD-PARTY PAYORS AT THEIR ESTIMATED NET REALIZABLE VALUE. REVENUE IS REDUCED FOR ANTICIPATED DISCOUNTS UNDER CONTRACTUAL ARRANGEMENTS AND FOR CHARITY CARE. AN ESTIMATED PROVISION FOR BAD DEBTS IS RECORDED IN THE PERIOD THE RELATED SERVICES ARE PROVIDED BASED UPON ANTICIPATED UNCOMPENSATED CARE, AND IS ADJUSTED AS ADDITIONAL INFORMATION BECOMES AVAILABLE. THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR BAD DEBTS AND TO ESTABLISH AN ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER COLLECTION OF AMOUNTS DUE FROM INSURERS, THE CORPORATION FOLLOWS INTERNAL GUIDELINES FOR PLACING CERTAIN PAST DUE BALANCES WITH COLLECTION AGENCIES. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE CORPORATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR BAD DEBTS, ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS, PROVISION FOR BAD DEBTS, AND CONTRACTUAL ADJUSTMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS OR WITH BALANCES REMAINING AFTER THE THIRD-PARTY COVERAGE HAD ALREADY PAID, THE CORPORATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS HISTORICAL COLLECTIONS, WHICH INDICATES THAT MANY PATIENTS ULTIMATELY DO NOT PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE DISCOUNTED RATES AND THE AMOUNTS COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsTHE ORGANIZATION FILES ANNUALLY A COMMUNITY BENEFIT REPORT WITH THE STATE OF MARYLAND'S HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). THE HSCRC, WHICH OPERATES UNDER A MEDICARE WAIVER, DOES NOT CONSIDER MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COSTING METHODOLOGY USED BY THE ORGANIZATION IS A COST-TO-CHARGE RATIO.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceTHE ORGANIZATION EXPECTS PAYMENT AT THE TIME THE SERVICE IS PROVIDED. OUR POLICY IS TO COMPLY WITH ALL STATE AND FEDERAL LAW AND THIRD PARTY REGULATIONS AND TO PERFORM ALL CREDIT AND COLLECTION FUNCTIONS IN A DIGNIFIED AND RESPECTFUL MANNER. EMERGENCY SERVICES WILL BE PROVIDED TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY. FINANCIAL ASSISTANCE IS AVAILABLE FOR PATIENTS BASED ON FINANCIAL NEED AS DEFINED IN THE FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION DOES NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, CREED, SEX OR ABILITY TO PAY. PATIENTS WHO ARE UNABLE TO PAY MAY REQUEST A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME PRIOR TO SERVICE OR DURING THE BILLING AND COLLECTION PROCESS, EVEN IN EXCESS OF 240 DAYS FOLLOWING THE FIRST POST-DISCHARGE BILLING STATEMENT. THE ORGANIZATION MAY REQUEST THE PATIENT TO APPLY FOR MEDICAL ASSISTANCE PRIOR TO APPLYING FOR FINANCIAL ASSISTANCE. THE ACCOUNT WILL NOT BE FORWARDED FOR COLLECTION DURING THE MEDICAL ASSISTANCE APPLICATION PROCESS OR THE FINANCIAL ASSISTANCE APPLICATION PROCESS. NO EXTRAORDINARY COLLECTION ACTIONS (ECAS) WILL OCCUR EARLIER THAN 120 DAYS FROM SUBMISSION OF FIRST BILL TO THE PATIENT AND WILL BE PRECEDED BY NOTICE 30 DAYS PRIOR TO COMMENCEMENT OF THE ACTION. AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE COMMUNICATED TO THE PATIENT AND A PRESUMPTIVE ELIGIBILITY REVIEW WILL OCCUR PRIOR TO ANY ACTION BEING TAKEN. IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE AFTER AN ECA IS INITIATED, THE ORGANIZATION WILL TAKE REASONABLE MEASURES TO REVERSE THE ECAS AGAINST THE PATIENT ACCOUNT.
Schedule H, Part V, Section B, Line 16a FAP websiteA - THE MEMORIAL HOSPITAL AT EASTON: Line 16a URL: https://www.umms.org/patients-visitors/umms-financial-assistance;
Schedule H, Part V, Section B, Line 16b FAP Application websiteA - THE MEMORIAL HOSPITAL AT EASTON: Line 16b URL: https://www.umms.org/patients-visitors/umms-financial-assistance;
Schedule H, Part V, Section B, Line 16c FAP plain language summary websiteA - THE MEMORIAL HOSPITAL AT EASTON: Line 16c URL: https://www.umms.org/patients-visitors/umms-financial-assistance;
Schedule H, Part VI, Line 2 Needs assessmentUM Shore Regional Health (SHS) primarily relies on its Community Health Needs Assessment (CHNA) to assess the health care needs of the communities it serves. Please see Part V, Section B of this Schedule H for more information about the organization's most recent CHNA.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistanceIt is the policy of UM Shore Regional Health to work with our patients to identify available resources to pay for their care. All patients presenting as self pay and requesting charity relief from their bill will be screened at all points of entry, for possible coverage through state programs and a probable determination for coverage for either Medical Assistance or Financial Assistance (charity care) from the hospital is immediately given to the patient. The process is resource intensive and time consuming for patients and the hospital; however, if patients qualify for one of these programs, then they will have health benefits that they will carry with them beyond their current hospital bills, and allow them to access preventive care services as well. UM Shore Regional Health works with a business partner who will work with our patients to assist them with the state assistance programs, which is free to our patients. If a patient does not qualify for Medicaid or another program, UM Shore Regional Health offers our financial assistance program. UM Shore Regional Health posts notices of our policy in conspicuous places throughout the hospitals- including the emergency department, has information within our hospital billing brochure, educates all new employees thoroughly on the process during orientation, and does a yearly re- education to all existing staff. All staff have copies of the financial assistance application, both in English and Spanish, to supply to patients who, after screening, have a need for assistance. UM Shore Regional Health has a dedicated Financial Assistance Liaison to work with our patients to assist them with this process and expedite the decision process. Shore Health notifies patients of the availability of financial assistance funds prior to service during our calls to patients, through signage at all of our registration locations, through our patient billing brochure and through our discussions with patients during registration. In addition, the patient information sheet is mailed to patients with all statements and/or handed to them if needed. * Shore Health prepares its Financial Assistance Policy (FAP) in a culturally sensitive manner, at a reading comprehension level appropriate to the CBSA's population, and in Spanish. * Shore Health posts its FAP and financial assistance contact information in admissions areas, emergency rooms, and other areas of our facilities in which eligible patients are likely to present; * Shore Health provides a copy of the FAP and financial assistance contact information to patients or their families as part of the intake process; * Shore Health provides a copy of the FAP and financial assistance contact information to patients with discharge materials. * A copy of Shore Health's FAP along with financial assistance contact information, is provided in patient bills; and/or * Shore Health discusses with patients or their families the availability of various government benefits, such as Medicaid or state programs, and assists patients with qualification for such programs, where applicable. * An abbreviated statement advising of Shore Health's financial assistance policy, including a phone number to call for more information, is run annually in the local newspaper (Star Democrat)
Schedule H, Part VI, Line 4 Community informationSituated on Maryland's Eastern Shore, Shore Regional Health's three hospitals, University of Maryland Medical Center at Easton (UMC at Easton), University of Maryland Medical Center at Dorchester (UMC at Dorchester- closed Sept. 2021), University of Maryland Medical Center at Chestertown (UMC at Chestertown) are not- for-profit hospitals offering a complete range of inpatient and outpatient services to over 170,000 people throughout the Mid-Shore of Maryland. Shore Regional Health's service area is defined as the Maryland counties of Caroline, Dorchester, Talbot, Queen Anne's and Kent. UMC at Easton is situated at the center of the mid-shore area and thus serves a large rural geographical area (all five counties of the mid-shore). UMC at Dorchester located approximately 18 miles from Easton closed September 2021. A comprehensive, freestanding medical facility, UM Shore Medical Center at Cambridge, opened October 2021 and provides an emergency department, helipad, behavioral health treatment rooms and several other services. The facility primarily serves Dorchester County and portions of Caroline County. UMC at Chestertown located in Chestertown, in Kent County merged with Shore Regional Health in July 2013. UMC at Chestertown serves the residents of Kent County, portions of Queen Anne's and Caroline Counties and the surrounding areas. The five counties of the Mid-Shore comprise 20% of the landmass of the State of Maryland and 2% of the population. The entire region has over 4,400 employers with nearly 45,000 workers. Only 50 of those employers employ 100 or more workers. The economic condition varies significantly throughout the region, especially for Caroline, Dorchester, and Kent Counties. It should be noted that Talbot County appears to have a significantly higher median income than Caroline and Dorchester; however, a large percentage of the population has incomes in line with those of Caroline and Dorchester. The figures for Talbot are somewhat skewed due to large incomes of a few individual families and high net worth individuals. Shore Regional Health's service area has a higher percentage of population aged 65 and older as compared to Maryland overall. Talbot County has a 27.2% rate for this age group and Kent County has 25.3% of its residents age 65 years or older. These rates are 65% higher than Maryland's average percentages, and higher than other rural areas in the state by almost a quarter. Today, more than two-thirds of all health care costs are for treating chronic illnesses. Among health care costs for older Americans, 95% are for chronic diseases. The cost of providing health care for one person aged 65 or older is three to five times higher than the cost for someone younger than 65. https://www.cdc.gov/aging/pdf/State-Aging-Health-in-America-2013.pdf While progress is being made, challenges persist that include limited access to affordable high speed broadband services, a shortage of affordable housing, an inadequate supply of skilled workers, low per capita income, and more layoffs in the manufacturing sector. (Source: Mid Shore Comprehensive Economic Development Strategy CEDS) County Health Rankings for the Mid-Shore counties also reveal the large disparities between counties for health outcomes in the service area. Overall, Queen Anne's County ranks 6th; Talbot County ranks 9th; Dorchester ranks 23rd, Caroline ranks 17th, Kent ranks 14th (out of 24 counties including Baltimore City) in health outcomes that indicate the overall health of the county Service Areas: UMC at Easton's Primary Service Area: 21601, 21613, 21629, 21632, 21655, 21639, 21643 UMC at Dorchester's Primary Service Area: 21613, 21643, 21631 UMC at Chestertown's Primary Service Area: 21620,21661,21651,21678 Community Benefit Service Area (CBSA) Target Population: 170,000+ Talbot County Total Population: 37,181 Male: 47.4%, Female: 52.6% White, Not Hispanic (NH): 83.3% Black, NH: 13.0% Hispanic: 6.6% Asian, NH: 1.4% American Indian, NH: 0.4% Median Age: 51 Median Household Income: $79,349 Dorchester County Total Population: 31,929 Male: 47.5%, Female: 52.5% White, Not Hispanic (NH): 67.4% Black, NH: 27.9% Hispanic: 6.1% Asian, NH: 1.2% American Indian, NH: 0.5% Median Age: 44.8 Median Household Income: $55,652 Caroline County Total Population: 33,406 Male: 48.9%, Female: 51.1% White, Not Hispanic (NH): 75.1% Black, NH: 13.6% Hispanic: 7.8% Asian, NH: 1.2% American Indian, NH: 0.9% Median Age: 39.3 Median Household Income: $63,027 Queen Anne's County Total Population: 50,381 Male: 49.6%, Female: 50.4% White, Not Hispanic (NH): 89.7% Black, NH: 6.1% Hispanic: 4.3% Asian, NH: 1.2% American Indian, NH: 0.5% Median Age: 44.7 Median Household Income: $99,597 Kent County Total Population: 19,422 Male: 48.8%, Female: 51.2% White, Not Hispanic (NH): 81.3% Black, NH: 14.4% Hispanic: 4.5% Asian, NH: 1.4% American Indian, NH: 0.4% Median Age: 48 Median Household Income: $65,451 (Source: https://www.census.gov/quickfacts/US /) Percentage of households with incomes below the federal poverty guidelines within the CBSA: Talbot 9.4%, Dorchester 15%, Caroline 13.5%, Queen Anne's 8%, Kent 12% Source: https://www.census.gov/quickfacts/fact/table/US Percentage of uninsured people by County within the CBSA: Talbot 8%, Dorchester 7%, Caroline 8%, Queen Anne's 5%, Kent 8% Source: http://www.towncharts.com/Maryland/Maryland-state-Healthcare-data.html Percentage of Medicaid recipients by County within the CBSA: Talbot 16%, Dorchester 27%, Caroline 26%, Queen Anne's 11%, Kent 19% Source: http://www.towncharts.com/Maryland/Maryland-state-Healthcare-data.html Life Expectancy by County within the CBSA: Talbot County: All Races 80.8 White 81.6, Black 76.5 Dorchester County: All Races 77.6, White 78.2, Black 75.7 Caroline County: All Races 76.1, White 76.3, Black 75.4 Queen Anne's County: All Races 79.6, White 79.7, Black 77.2 Kent County: All Races 79, White 80, Black 74 Access to healthy food, Population that is Food Insecure: Talbot County: 10.5% Dorchester County: 15.8% Caroline County: 12.1% Queen Anne's County: 7.5% Kent County: 11.5% (Source: URL: http://www.mdfoodsystemmap.org) Quality of Housing Home Ownership Rate: Talbot County: 68.6% Dorchester County: 65.6% Caroline County: 70.5% Queen Anne's County: 83.8% Kent County: 71.9% Source: Mid Shore Comprehensive Economic Development Strategy CEDS Source: Access to Transportation within the CBSA: Transit services in the five counties are provided under contract by Delmarva Community Transit. Services include medical and senior citizen demand services and fixed route county and regional service. While most of the region is served by the fixed routes, there are gaps in coverage in the less populated areas of the counties. The regional system, Maryland Upper Shore Transit (MUST), provides low cost service for the general public from Kent Island to Ocean City with convenient free transfer points at key locations on the shore. MUST is a coordinated effort of several Upper Shore agencies and governments to provide a regional transit system for Kent, Queen Anne's, Talbot, Caroline, and Dorchester Counties. Transit services are provided by Queen Anne's County Ride (operated by the county) and Delmarva Community Transit (DCT), a private company under contract to the counties. The system also includes Shore Transit, which provides scheduled routes on the lower shore. The MTA and the Maryland Department of Human Resources have provided funding. Overall management of the regional system is the responsibility of the Transportation Advisory Group (TAG). The County Commissioners of the five Upper Shore counties appoint the members of the TAG. (Source: Mid Shore Comprehensive Economic Development Strategy CEDS(revised March 2012) Annual Average CBSA Unemployment Rate: Talbot 5.3%, Dorchester 5.6%, Caroline 4.7%, Queen Anne's 4.4%, Kent 5.5% https://msa.maryland.gov/msa/mdmanual/01glance/economy/html/unemployrates.html Access to Quality Health Care: Hospitals: UM Shore Regional Health Tidal Health (Peninsula Regional Medical Center) Luminus Health (Anne Arundel Medical Center) Federally Qualified Health Centers (FQHCs): Choptank Community Health
Schedule H, Part VI, Line 6 Affiliated health care systemUniversity of Maryland Medical System Corporation (UMMS) is a private, not-for-profit corporation providing comprehensive healthcare services through an integrated regional network of hospitals and related clinical enterprises. UMMS was created in 1984 when its founding hospital was privatized by the State of Maryland. Over its 30-year history, UMMS evolved into a multi-hospital system with academic, community and specialty service missions reaching primarily across Maryland. As part of the University Of Maryland Medical System (UMMS), Shore Regional Health understands that health care goes beyond the walls of the hospital and into the community it serves. UMMS hospitals are committed to strengthening their neighboring communities. In doing so, UM Shore Regional Medical Center assesses the community's health needs, identifies key priorities, and responds with services, programs and initiatives which make a positive, sustained impact on the health of the community. With representation from all UMMS hospitals, the Medical System's Community Health Improvement Council coordinates the effective and efficient utilization and deployment of resources for community-based activities and evaluates how services and activities meet targeted community needs within defined geographic areas. UM Shore Regional Health is committed to health education, advocacy, community partnerships, and engaging programs which focus on health and wellness with the goal of eliminating health care disparities on Maryland's Mid-Eastern Shore.
Schedule H, Part VI, Line 7 State filing of community benefit reportMD

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Queen Anne's County Department of Health
206 N Commerce StreetCentervilleMD21617526055783$50,000Mobile Intergrated Community Health Program
411 DORCHESTER CSP LLC
411 Dorchester AveCambridgeMD21613814962025$500,000Development of shared-use commercial kitchen
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationShore Health System works in close connection with the County Health Departments to ensure grants are used in support of common goals. In addition, the $500K grant is subject to a written agreement with the State and community partners.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KENNETH D KOZEL
President and CEO$596,873$0$166,611$0$131,324$0$12,200$0$5,470$0$912,478$0$0$0
KIM R HERMAN MD
Director$0$267,185$0$131,122$0$19,182$0$11,400$0$12,087$0$440,976$0$0
Kristin Jones-Bryce
Director$0$446,139$0$73,703$0$86,448$0$12,200$0$31,668$0$650,158$0$0
S Michelle Lee
Director (Ended 6/2023)$0$959,169$0$149,727$0$170,145$0$12,200$0$22,410$0$1,313,651$0$0
Chris Parry DO
Director$0$259,688$0$0$0$6,737$0$10,600$0$21,621$0$298,646$0$0
Thomas Stauch MD
Director$0$955,963$0$0$0$0$0$0$0$13,001$0$968,964$0$0
MOHAN SUNTHA MD
Director$0$2,371,864$0$946,575$0$1,042,175$0$12,200$0$29,655$0$4,402,469$0$550,000
Pamela Addy
Secretary (Ended 07/22)$245,370$0$48,048$0$25,024$0$19,024$0$4,771$0$342,237$0$0$0
JoAnne R Hahey
SVP Finance, CFO and Treasurer$317,318$0$91,125$0$45,015$0$12,200$0$11,949$0$477,607$0$0$0
Jennifer Boettinger
VP Patient Care and CNO$285,613$0$61,687$0$2,314$0$43,732$0$2,415$0$395,761$0$0$0
William E Huffner MD
SVP and CMO$466,757$0$107,534$0$76,249$0$12,200$0$9,987$0$672,727$0$0$0
William J Brown
VP Foundation$169,867$0$16,724$0$88,110$0$16,885$0$2,210$0$293,796$0$0$0
Sherri Hobbs
Patient Safety Director$253,368$0$54,048$0$469$0$32,010$0$2,996$0$342,891$0$0$0
Diane R Murphy
Chief Quality Officer$232,730$0$48,819$0$5,860$0$30,916$0$5,550$0$323,875$0$0$0
Arvinjit Singh
VP Strategy and Communications$246,094$0$49,159$0$2,299$0$33,266$0$9,104$0$339,922$0$0$0
Dennis S Welsh
VP Rural Healthcare Transformation$219,820$0$43,151$0$3,040$0$23,162$0$4,761$0$293,934$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planDURING THE FISCAL YEAR-ENDED JUNE 30, 2023, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN A PRIOR YEAR, THEREFORE THE CONTRIBUTIONS TO THE PLAN FOR THE FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B (III), OTHER REPORTABLE COMPENSATION: KENNETH D KOZEL, $105,984 S. MICHELLE LEE, $145,643 MOHAN SUNTHA, MD, $1,015,893 WILLIAM E HUFFNER, MD, $64,070 JOANNE R HAHEY, $40,370 KRISTIN JONES BRYCE, $64,042 WILLIAM BROWN, $13,931 DURING THE FISCAL YEAR- ENDED JUNE 30, 2023, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE NOT VESTED IN THE PLAN THEREFORE THE ACCRUED CONTRIBUTION TO THE PLAN FOR THE FISCAL YEAR IS REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION: PAMELA ADDY JENNIFER BOETTINGER ARVINJIT SINGH SHERRI HOBBS DIANE MURPHY DENNIS WELSH
Schedule J, Part I, Line 7 Non-fixed paymentsBONUSES PAID ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS AND KEY EMPLOYEES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 24a TAX EXEMPT BONDSPURSUANT TO A MASTER LOAN AGREEMENT DATED DECEMBER 1, 2017 (THE "MASTER LOAN AGREEMENT"), AS AMENDED, UMMS AND SEVERAL OF ITS SUBSIDIARIES HAVE ISSUED DEBT THROUGH THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE "AUTHORITY"). AS SECURITY FOR THE PERFORMANCE OF THE BOND OBLIGATION UNDER THE MASTER LOAN AGREEMENT, THE AUTHORITY MAINTAINS A SECURITY INTEREST IN THE REVENUE OF THE OBLIGORS. THE MASTER LOAN AGREEMENT CONTAINS CERTAIN RESTRICTIVE COVENANTS. THESE COVENANTS REQUIRE THAT RATES AND CHARGES BE SET AT CERTAIN LEVELS, LIMIT INCURRENCE OF ADDITIONAL DEBT, REQUIRE COMPLIANCE WITH CERTAIN OPERATING RATIOS AND RESTRICT THE DISPOSITION OF ASSETS. THE OBLIGATED GROUP UNDER THE MASTER LOAN AGREEMENT INCLUDES THE CORPORATION, UM ROI, UM MIDTOWN, UM BALTIMORE WASHINGTON, SHORE HEALTH (UM MEMORIAL AND UM DORCHESTER), UM CHESTER RIVER, UM CHARLES REGIONAL, UM ST. JOSEPH, UM UPPER CHESAPEAKE, UM HARFORD MEMORIAL, UM LAUREL, UM CAPITAL REGION, BOWIE HEALTH CENTER (BOWIE), AND THE UM MEDICINE FOUNDATION. EACH MEMBER OF THE OBLIGATED GROUP IS JOINTLY AND SEVERALLY LIABLE FOR THE REPAYMENT OF THE OBLIGATIONS UNDER THE MASTER LOAN AGREEMENT OF THE CORPORATION'S $1,869,549,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2023. ALL OF THE BONDS WERE ISSUED IN THE NAME OF UMMS AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990.
Form 990, Part V, Line 1a TAX COMPLIANCEPAYMENTS TO INDEPENDENT CONTRACTORS OF THE FILING ORGANIZATION ARE REPORTED BY THE PARENT CORPORATION, UMMS. UMMS ISSUES THE FORMS 1099 FOR THESE VENDOR PAYMENTS, WHILE THE FILING ORGANIZATION REPORTS THE EXPENSES FOR ITS INDEPENDENT CONTRACTORS ON PART VII, SECTION B, LINE 1 ON ITS FORM 990.
Form 990, Part VI, Line 6 Classes of members or stockholdersUMMS IS THE SOLE MEMBER OF UNIVERSITY OF MARYLAND SHORE REGIONAL HEALTH, INC. (UMSRH). UMSRH IS THE SOLE MEMBER OF SHS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyUMMS AND UMSRH MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY OF SHS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersALL DECISIONS OF THE GOVERNING BODY OF SHS MUST BE APPROVED BY UMMS AND UMSRH.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe University of Maryland Medical System ("UMMS") prepares the IRS Form 990 for UMMS and its affiliates. Information needed to complete the return is gathered by accounting personnel in the Finance Shared Services department under the supervision of the UMMS Tax Director. Draft returns are prepared using IRS-approved tax software. Once a draft return is prepared, it undergoes multiple levels of review both internally by UMMS tax & finance personnel, and externally by Ernst & Young LLP. Following any necessary changes to the return, a final draft is reviewed by each affiliate's vice president of finance and/or CFO. Prior to filing the IRS Form 990, the organization's board chairman, treasurer, governance committee, finance committee or other member(s) of the board with similar authority will review the IRS Form 990. All board members are provided with a copy of the final IRS Form 990 before filing.
Form 990, Part VI, Line 12c Conflict of interest policyThe filing organization follows the University of Maryland Medical System (UMMS) Conflicts of Interest Policy, which requires that all Covered Persons disclose conflicts of interest or potential conflicts of interest between their personal interests and the interests of the organization, or any entity controlled by or owned in substantial part by the organization. Covered Persons means any member of the organization's Board of Directors, a member of a committee of the Board, an officer, or an employee of organization (including subsidiaries) at the VP level or above. The organization (or its sole member) is responsible for administering and enforcing the Conflicts of Interest Policy (Policy). The Governance Committee (or other Board committee having similar authority) reviews any and all conflicts, shall report annually to the full Board on the administration, infractions, and enforcement of the Policy and shall report at the earliest opportunity all matters of concern to the full Board in executive session while interested parties are recused. The organization or its sole member's Compliance Officer is the responsible administrative authority to assist the Board in administering and enforcing the Conflicts of Interest Policy and bringing concerns to the oversight committee. A questionnaire which discloses potential conflicts of interest is distributed annually to Covered Persons. The Chief Compliance Officer of the University of Maryland Medical System Corporation (UMMS) distributes and collects the responses for UMMS and other affiliates, and may be called for consult when potential conflicts are disclosed. If the oversight Committee determines that a Conflict of Interest exists, the Committee shall notify the Covered Person and the organization's Board Chair, and further will notify the full Board at its next meeting. Furthermore, in the event the Committee determines that an actual or perceived Conflict of Interest exists, the Committee shall decide how to address the Conflict of Interest. If the Committee determines that a Conflict of Interest exists but that the organization may enter into the subject transaction or arrangement, the interested Covered Person shall be recused from all deliberations and decisions concerning said transaction or arrangement, any arrangements with that entity, and compensation or benefits for officers, directors, and trustees. Furthermore, the Chair of the Board and the Chairs of the oversight Committee and the Audit and Compliance Committee shall not have any Business Transactions with UMMS, nor shall their Family Members. If the oversight Committee determines that a Covered Person has used their position to accrue Excess Benefits or to knowingly assist others in accruing Excess Benefits in any way at the expense of the organization, the Committee shall recommend to the Executive Committee appropriate corrective action to be taken.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialSHS DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesSHS DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATION'S OR AFFILIATE'S WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM.
Form 990, Part VII, Section A HOURS ON RELATED ENTITIESUMMS IS A MULTI-ENTITY HEALTH CARE SYSTEM THAT INCLUDES 11 ACUTE CARE HOSPITALS, 1 ACUTE CARE HOSPITAL OWNED IN A JOINT VENTURE ARRANGEMENT AND VARIOUS SUPPORTING ENTITIES. A NUMBER OF INDIVIDUALS PROVIDE SERVICES TO VARIOUS ENTITIES WITHIN THE SYSTEM. IN GENERAL, THE OFFICERS AND KEY EMPLOYEES OF UMMS AVERAGE IN EXCESS OF 40 HOURS PER WEEK SERVING THE DIFFERENT ENTITIES THAT COMPRISE UMMS.
Form 990, Part VIII, Line 11d Other Miscellaneous RevenueMiscellaneous - Total Revenue: 388598, Related or Exempt Function Revenue: 388598, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part IX, Line 11g Other FeesContract Services - Total Expense: 9503046, Program Service Expense: 5647794, Management and General Expenses: 3855252, Fundraising Expenses: 0; Shared Services - Total Expense: 32739811, Program Service Expense: 19457732, Management and General Expenses: 13282079, Fundraising Expenses: 0; Temp Labor - Total Expense: 26427640, Program Service Expense: 26427640, Management and General Expenses: 0, Fundraising Expenses: 0; Physician Services - Total Expense: 19197492, Program Service Expense: 19197492, Management and General Expenses: 0, Fundraising Expenses: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesEQUITY TRANSFER UMMS AFFILIATES - -21962086; Beneficial Interest in Subsidiaries - 10192833; Net Assets Released From Restrictions - 282860; Allocations from Corporate - -450235; Change in Wholly Owned Interest in UMAC - -1130569; Transfer of Retained Earnings from Care Health - -2734072; Transfer of Net Income from Care Health - -619153;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
BALTIMORE WASHINGTON EMERGENCY PHYS INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061521756326HEALTHCAREMD501(c)(3)Type IBWHSfalse
BALTIMORE WASHINGTON HEALTHCARE SERVICES
301 HOSPITAL DRIVEGLEN BURNIEMD21061521830243HEALTHCAREMD501(c)(3)Type IUMBWMSfalse
BALTIMORE WASHINGTON MEDICAL CENTER INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061520689917HEALTHCAREMD501(c)(3)3UMBWMSfalse
UM BALTIMORE WASHINGTON MEDICAL SYSTEM
301 HOSPITAL DRIVEGLEN BURNIEMD21061521830242HEALTHCAREMD501(c)(3)Type IUMMSCfalse
NORTH ARUNDEL DEVELOPMENT CORPORATION
301 HOSPITAL DRIVEGLEN BURNIEMD21061521318404REAL ESTATEMD501(c)(2)NCCfalse
NORTH COUNTY CORPORATION
301 HOSPITAL DRIVEGLEN BURNIEMD21061521591355REAL ESTATEMD501(c)(2)UMBWMSfalse
CHESTER RIVER HEALTH FOUNDATION INC
100 BROWN STREETCHESTERTOWNMD21620521338861FUNDRAISINGMD501(c)(3)8UMSRHfalse
UNIV OF MD SHORE REGIONAL HEALTH INC
100 BROWN STREETCHESTERTOWNMD21620522046500HEALTHCAREMD501(c)(3)Type IUMMSCfalse
CHESTER RIVER HOSPITAL CENTER
100 BROWN STREETCHESTERTOWNMD21620520679694HEALTHCAREMD501(c)(3)3UMSRHfalse
CHESTER RIVER MANOR INC
200 MORGNEC ROADCHESTERTOWNMD21620526070333HEALTHCAREMD501(c)(3)10UMSRHfalse
MARYLAND GENERAL CLINICAL PRACTICE GROUP
827 LINDEN AVENUEBALTIMOREMD21201521566211HEALTHCAREMD501(c)(3)Type IIUMMTHfalse
UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC
827 LINDEN AVENUEBALTIMOREMD21201521175337HEALTHCAREMD501(c)(3)Type IIUMMSCfalse
MARYLAND GENERAL HOSPITAL INC
827 LINDEN AVENUEBALTIMOREMD21201520591667HEALTHCAREMD501(c)(3)3UMMTHfalse
CARE HEALTH SERVICES INC
219 SOUTH WASHINGTON STREETEASTONMD21601521510269HEALTHCAREMD501(c)(3)10SHSYes (true)
MEMORIAL HOSPITAL FOUNDATION INC
219 SOUTH WASHINGTON STREETEASTONMD21601521282080FUNDRAISINGMD501(c)(3)Type ISHSYes (true)
UNIVERSITY OF MARYLAND COMMUNITY MEDICAL
22 SOUTH GREENE STREETBALTIMOREMD21201521874111HEALTHCAREMD501(c)(3)3UMSRHfalse
JAMES LAWRENCE KERNAN HOSPITAL INC
2200 KERNAN DRIVEBALTIMOREMD21207520591639HEALTHCAREMD501(c)(3)3UMMSCfalse
UMMS FOUNDATION INC
22 SOUTH GREENE STREETBALTIMOREMD21201522238893FUNDRAISINGMD501(c)(3)Type IUMMSCfalse
UNIVERSITY OF MD MEDICAL SYSTEM CORP
22 SOUTH GREENE STREETBALTIMOREMD21201521362793HEALTHCAREMD501(c)(3)3NAfalse
UNIVERSITY OF MARYLAND CHARLES REGIONAL
PO BOX 1070LA PLATAMD20646522155576HEALTHCAREMD501(c)(3)Type III-FIUMMSCfalse
CIVISTA MEDICAL CENTER INC
PO BOX 1070LA PLATAMD20646520445374HEALTHCAREMD501(c)(3)3UMCRHfalse
CHARLES REGIONAL MEDICAL CENTER FOUNDATION
PO BOX 1070LA PLATAMD20646521414564FUNDRAISINGMD501(c)(3)Type IUMCRHfalse
UNIV OF MD ST JOSEPH FOUNDATION INC
7601 OSLER DRIVETOWSONMD21204521681044FUNDRAISINGMD501(c)(3)Type IUMSJHSfalse
HARFORD MEMORIAL HOSPITAL INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014520591484HEALTHCAREMD501(c)(3)3UMUCHSfalse
UMSJ HEALTH SYSTEM LLC
7601 OSLER DRIVETOWSONMD21204462097818HEALTHCAREMD501(c)(3)3UMMSCfalse
UM UPPER CHESAPEAKE HEALTH SYSTEM INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521398513HEALTHCAREMD501(c)(3)Type III-OUMMSCfalse
UPPER CHESAPEAKE HEALTH FOUNDATION INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521398507FUNDRAISINGMD501(c)(3)Type IUMUCHSfalse
UPPER CHESAPEAKE MEDICAL CENTER INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521253920HEALTHCAREMD501(c)(3)3UMUCHSfalse
UPPER CHESAPEAKE MEDICAL SERVICES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521501734HEALTHCAREMD501(c)(3)10UMUCHSfalse
UPPER CHESAPEAKE PROPERTIES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521907237REAL ESTATEMD501(c)(2)UMUCHSfalse
UPPER CHES RESIDENTIAL HOSPICE HOUSE INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014260737028HOSPICEMD501(c)(3)10UMUCHSfalse
Harford Crisis Center Inc
520 UPPER CHESAPEAKE DRBEL AIRMD21014521229742HOME CAREMD501(c)(3)Type IIUMUCHSfalse
UM CAPITAL REGION HEALTH INC
250 W PRATT ST STE 2400BALTIMOREMD21201823596114HEALTHCAREMD501(c)(3)Type III-FIUMMSCfalse
DIMENSIONS HEALTH CORPORATION
901 HARRY S TRUMAN DRIVE NUPPER MARLBOROMD20774521289729HEALTHCAREMD501(c)(3)3UMMSCfalse
DIMENSIONS HEALTHCARE ASSOCIATES
901 Harry S Truman Drive NUpper MarlboroMD20774521902711HEALTHCAREMD501(c)(3)Type IUMCAPRHfalse
Dorchester General Hospital Foundation Inc
302 Academy StreetCambridgeMD21613521703242FundraisingMD501(c)(3)7NAfalseNo 401

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ARUNDEL PHYSICIANS ASSOCIATES
301 HOSPITAL DRIVEGLEN BURNIEMD21061522000762HEALTHCAREMDAPA INCN/Afalsefalse
BALTIMORE WASHINGTON IMAGING
301 HOSPITAL DRIVEGLEN BURNIEMD21061200806027HEALTHCAREMDUMBWMSN/Afalsefalse
UNIVERSITYCARE LLC
22 SOUTH GREENE STREETBALTIMOREMD21201521914892HEALTHCAREMDUMMSCN/Afalsefalse
O'DEA MEDICAL ARTS LIMITED PAR
7601 OSLER DRIVETOWSONMD21204521682964RENTALMDSJMC PROPN/Afalsefalse
ADVANCED IMAGING AT ST JOSEPH
7601 OSLER DRIVETOWSONMD21204521958002HEALTHCAREMDUMSJMCN/Afalsefalse
UNIVERSITY OF MARYLAND CHARLES
PO BOX 1070LAPLATAMD20646300956382HEALTHCAREMDUMCRCPN/Afalsefalse
BALTIMORE ASC VENTURES LLC
7620 YORK ROADTOWSONMD21204824133899HEALTHCAREDEUMSJMCN/Afalsefalse
UCHSUMMS Real Estate Trust
520 Upper Chesapeake DriveBel AirMD21014276803540Holding CoMDUMMSCN/Afalsefalse
UM Chesapeake Surgery Center LLC
515 South Tollgate RoadBel AirMD21014873038857HealthcareMDUCHVN/Afalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ARUNDEL PHYSICIANS ASSOCIATES INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061521992649HEALTHCAREMDNAC Corporationfalse
BALTIMORE WASHINGTON HEALTH ENTERPRISES
301 HOSPITAL DRIVEGLEN BURNIEMD21061521936656HEALTHCAREMDNAC Corporationfalse
BW PROFESSIONAL SERVICES INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061521655640HEALTHCAREMDNAC Corporationfalse
NA EXECUTIVE BUILDING CONDO ASSN INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061REAL ESTATEMDNAC Corporationfalse
UM CHARLES REGIONAL CARE PARTNERS
PO BOX 1070LA PLATAMD20646522176314HEALTHCAREMDNAC Corporationfalse
UNIVERSITY MIDTOWN PROF CENTER
827 LINDEN AVENUEBALTIMOREMD21201521891126REAL ESTATEMDNAC Corporationfalse
UNIVERSITY OF MARYLAND HEALTH ADVANTAGE
22 SOUTH GREENE STREETBALTIMOREMD21201461411902INSURANCEMDNAC Corporationfalse
UNIVERSITY OF MARYLAND HEALTH PARTNERS
22 SOUTH GREENE STREETBALTIMOREMD21201452815803INSURANCEMDNAC Corporationfalse
UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE
22 SOUTH GREENE STREETBALTIMOREMD21201452815722INSURANCEMDNAC Corporationfalse
UPPER CHESAPEAKE HEALTH VENTURES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014522031264HEALTHCAREMDNAC Corporationfalse
UPPER CHESAPEAKE MEDICAL CENTER LAND CON
520 UPPER CHESAPEAKE DRBEL AIRMD21014770674478REAL ESTATEMDNAC Corporationfalse
UPPER CHESAPEAKE MEDICAL OFFICE BUILDING
520 UPPER CHESAPEAKE DRBEL AIRMD21014521946829REAL ESTATEMDNAC Corporationfalse
SHORE ORTHOPEDICS INC
219 S WASHINGTON STREETEASTONMD21601371817262HEALTHCAREMDYesC CorporationYes (true)$31,495,812$2,777,4991
MADISON MANOR INC
5801 42ND AVEHYATTSVILLEMD20781521269059HEALTHCAREMDNAC Corporationfalse
AFFILIATED ENTERPRISES INC
3001 HOSPITAL DRIVECHEVERLYMD20785521542144HEALTHCAREMDNAC Corporationfalse
DIMENSIONS ASSURANCE LTD
980348082INSURANCENAC CorporationfalsePO BOX 1363 GENESIS BLDGGRAND CAYMANCJCJ
RIVERSIDE HEALTH OF DELAWARE INC
1966 GREENSPRING DRIVE STE 600TIMONIUMMD21093463205820HEALTHCAREDENAC Corporationfalse
RIVERSIDE HEALTH OF DC INC
1966 GREENSPRING DRIVE STE 600TIMONIUMMD21093461411713HEALTHCAREDCNAC Corporationfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Memorial Hospital FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$237,556InvolvedAmt
Method Of Amount DeterminationBook ValueMethodOfAmountDeterminationTxt