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UPPER CHESAPEAKE HEALTH FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UPPER CHESAPEAKE HEALTH FOUNDATION INC (EIN 52-1398507)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-13
IRS object ID
202501339349308630
Schema version
2023v6.0
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)
Return2025-05-13T16:17:27+00:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521398507EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Upper Chesapeake Health Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPPEBusinessNameControlTxt
Phone4436431000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 Upper Chesapeake DriveAddressLine1Txt
CityBel AirCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCO PRIOLOPersonNm
Person TitleSVP, FinancePersonTitleTxt
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAmber DoanePreparerPersonNm
PTINP01391011PTIN
Phone2023276000PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Elizabeth WiseBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 Upper Chesapeake DriveAddressLine1Txt
CityBel AirCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21014ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,619,210GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UCHFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSUPPORTING ORGANIZATION OF UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM AND ITS AFFILIATES.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,089,550PYContributionsGrantsAmt
CY Contributions Grants$8,011,295CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,556,075PYInvestmentIncomeAmt
CY Investment Income$3,831,445CYInvestmentIncomeAmt
PY Other Revenue-$409,361PYOtherRevenueAmt
CY Other Revenue-$320,028CYOtherRevenueAmt
PY Total Revenue$7,236,264PYTotalRevenueAmt
CY Total Revenue$11,522,712CYTotalRevenueAmt
PY Grants And Similar Paid$4,333,981PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,352,599CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$837,021PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$825,823CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,000CYTotalFundraisingExpenseAmt
PY Other Expenses$1,036,754PYOtherExpensesAmt
CY Other Expenses$1,359,311CYOtherExpensesAmt
PY Total Expenses$6,207,756PYTotalExpensesAmt
CY Total Expenses$6,537,733CYTotalExpensesAmt
PY Revenues Less Expenses$1,028,508PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,984,979CYRevenuesLessExpensesAmt
Total Assets BOY$44,786,811TotalAssetsBOYAmt
Total Assets EOY$52,607,964TotalAssetsEOYAmt
Total Liabilities BOY$12,525,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$995,261TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$32,261,038NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,612,703NetAssetsOrFundBalancesEOYAmt
MissionTHE UPPER CHESAPEAKE HEALTH FOUNDATION SUPPORTS THE MISSION OF UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM THROUGH DEVELOPING RELATIONSHIPS WITH LOCAL CITIZENS AND ORGANIZATIONS WHO WISH TO TAKE PART IN THE EXPANSION AND IMPROVEMENT OF HEALTHCARE SERVICES PROVIDED IN HARFORD COUNTY. THROUGH THE WORK OF THE UPPER CHESAPEAKE HEALTH FOUNDATION, THE COMMUNITY SUPPORTS THEIR HOSPITAL THROUGH PHILANTHROPIC GIFTS, PLANNED GIVING, PARTICIPATION IN FUNDRAISING EVENTS AND VOLUNTEERISM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,549,204ExpenseAmt
Grant$4,352,599GrantAmt
Revenue$0RevenueAmt
DescFUNDRAISE FOR AND DISTRIBUTE FUNDS FOR CAPITAL AND OPERATING PROGRAMS TO UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM AND ITS AFFILIATES.Desc
Total Program Service Expenses$5,549,204TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
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 SecfalseReportInvestmentsOtherSecInd
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 ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
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 ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
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 Members34GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
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 CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
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 (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
ALBERT JA YOUNG ESQ
DIRECTOR1.04.0Yes (X)Yes (X)$0$0$0
BRYAN E KELLY
VICE-PRESIDENT1.05.0Yes (X)Yes (X)$0$0$0
CINDY H HUSHON
ASSISTANT SECRETARY1.01.0Yes (X)Yes (X)$0$0$0
CRAIG WARD
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
ELIZABETH WISE
PRESIDENT/CEO, UMUCHS1.047.0Yes (X)Yes (X)$0$929,725$114,369
R BRYAN KILBY
TREASURER1.04.0Yes (X)Yes (X)$0$0$0
THOMAS L FIDLER JR
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ADELE A WILZACK RN MS
DIRECTOR1.05.0Yes (X)$0$0$0
CHARLES E ALEXANDER
DIRECTOR1.03.0Yes (X)$0$0$0
CLARENCE C BOYLE JR
DIRECTOR1.00Yes (X)$0$0$0
DENNIS KURGANSKY MD
DIRECTOR1.05.0Yes (X)$0$0$0
DONNA STIFLER
DIRECTOR1.00Yes (X)$0$0$0
JAMES C RICHARDSON
DIRECTOR1.03.0Yes (X)$0$0$0
JAMES LAMBDIN
DIRECTOR1.00Yes (X)$0$0$0
JAMES M HARKINS
DIRECTOR1.07.5Yes (X)$0$0$0
JOSEPH SNEE JR ESQ
DIRECTOR1.00Yes (X)$0$0$0
KEITH RAWLINGS
DIRECTOR1.00Yes (X)$0$0$0
LISA THOMAS MD
DIRECTOR1.03.0Yes (X)$0$0$0
MARSHALL KLEIN
DIRECTOR1.00Yes (X)$0$0$0
MELINDA L CRAIG
DIRECTOR1.05.0Yes (X)$0$0$0
MICHAEL F ALLEN
DIRECTOR1.04.0Yes (X)$0$0$0
MICHAEL MACPHERSON
DIRECTOR1.00Yes (X)$0$0$0
MONICA WORRELL
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA JABLON
DIRECTOR1.00Yes (X)$0$0$0
RICHARD P STREETT JR VMD
DIRECTOR1.05.0Yes (X)$0$0$0
RYAN D JOHN
DIRECTOR1.03.0Yes (X)$0$0$0
SANDRA D GUZEWICH
DIRECTOR1.00Yes (X)$0$0$0
SANJEEV KUMAR MD
DIRECTOR1.02.0Yes (X)$0$0$0
SHARON M LIPFORD
DIRECTOR1.03.0Yes (X)$0$0$0
SHERYL D KOHL
DIRECTOR1.00Yes (X)$0$0$0
THERESA B FELDER
DIRECTOR1.03.0Yes (X)$0$0$0
THOMAS WALLS
DIRECTOR1.00Yes (X)$0$0$0
TOBIAS MUSSER
DIRECTOR1.03.0Yes (X)$0$0$0
V DIXON KING MD
DIRECTOR1.03.0Yes (X)$0$0$0
MARCO PRIOLO
CFO1.046.0Yes (X)$0$495,603$73,554
LYLE E SHELDON
FORMER PRESIDENT/CEO, UMUCHS1.044.0$0$706,306$31,162Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,131,634TotReportableCompRltdOrgAmt
Total Other Compensation$219,085TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$350,215FundraisingAmt
Government Grants$1,466,624GovernmentGrantsAmt
All Other Contributions$6,194,456AllOtherContributionsAmt
Noncash Contributions$33,079NoncashContributionsAmt
Total Contributions$8,011,295TotalContributionsAmt

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$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,658,961TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,658,961ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,922,498SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,750,014SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$172,484SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$172,484TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$172,484ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,456FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$350,215ContriRptFundraisingEventAmt
Fundraising Direct Expenses$346,484FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$320,028TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$320,028ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,522,712TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,511,417ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,352,599TotalAmt
Program Services$4,352,599ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$807,469TotalAmt
Program Services$0ProgramServicesAmt
Management And General$807,469ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,354TotalAmt
Program Services$0ProgramServicesAmt
Management And General$18,354ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$40,979TotalAmt
Program Services$0ProgramServicesAmt
Management And General$40,979ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,741TotalAmt
Program Services$14,433ProgramServicesAmt
Management And General$4,376ManagementAndGeneralAmt
Fundraising$932FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,919TotalAmt
Program Services$11,863ProgramServicesAmt
Management And General$6,056ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$71,257TotalAmt
Program Services$59,489ProgramServicesAmt
Management And General$11,768ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$916TotalAmt
Program Services$408ProgramServicesAmt
Management And General$462ManagementAndGeneralAmt
Fundraising$46FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$217TotalAmt
Program Services$143ProgramServicesAmt
Management And General$52ManagementAndGeneralAmt
Fundraising$22FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$261TotalAmt
Program Services$261ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Bad Debt$901,730$901,730$0$0
Miscellaneous$306,291$208,278$98,013$0

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,537,733TotalAmt
Program Services$5,549,204ProgramServicesAmt
Management And General$987,529ManagementAndGeneralAmt
Fundraising$1,000FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$230,160BOYAmt
EOY$1,443,022EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,204,427BOYAmt
EOY$7,844,832EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$102,168BOYAmt
EOY$102,168EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$49,550LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,797LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$47,015BOYAmt
EOY$46,753EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$28,545,183BOYAmt
EOY$24,844,184EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$385,703BOYAmt
EOY$367,298EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,272,155BOYAmt
EOY$17,959,707EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,786,811BOYAmt
EOY$52,607,964EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$409,856BOYAmt
EOY$240,746EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,115,917BOYAmt
EOY$754,515EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,525,773BOYAmt
EOY$995,261EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,924,306BOYAmt
EOY$21,814,358EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,336,732BOYAmt
EOY$29,798,345EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,261,038BOYAmt
EOY$51,612,703EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,786,811BOYAmt
EOY$52,607,964EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,984,979ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,508,168NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$12,858,518OtherChangesInNetAssetsAmt
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 RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations6SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
UPPER CHESAPEAKE MEDICAL CENTER
5212539203false$906,304$0
UPPER CHESAPEAKE HEALTH SYSTEM
5213985137false$0$0
UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE
2607370287false$450,000$0
Harford Crisis Center Inc
5212297429false$2,991,181$0
HARFORD MEMORIAL HOSPITAL INC
5205914843false$0$0
UPPER CHESAPEAKE MEDICAL SERVICES INC
5215017349false$5,114$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$4,352,599SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocfalseListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstfalsePowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By NameThe general purpose of Upper Chesapeake Health Foundation is to operate exclusively for the benefit of, to perform the functions of, and to carry out the purposes of, each entity directly or indirectly controlled by UM Upper Chesapeake Health System which are exempt from tax under Section 501(a) of the code as an organization described in Section 501(c)(3) of the Code and is classified as other than a private foundation under Section 509(a)(1) or Section 509(a)(2) of the Code (collectively, the "Supported Organizations").
Schedule A, Part IV, Section B, Line 1 Power to elect or appointTHE SUPPORTED ORGANIZATIONS, UC MEDICAL CENTER, HARFORD MEMORIAL HOSPITAL, UC RESIDENTIAL HOSPICE HOUSE, HARFORD CRISIS CENTER AND UC HEALTH SYSTEM, EACH SHARE A PORTION OF UC HEALTH FOUNDATION'S BOARD OF DIRECTORS. THESE SHARED DIRECTORS EFFECTIVELY ENSURE THAT THE UC HEALTH FOUNDATION'S ACTIVITIES ARE IN LINE WITH THE SHARED MISSIONS OF ALL SUPPORTED ORGANIZATIONS.

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,135,149BeginningYearBalanceAmt
Contributions$352,119ContributionsAmt
Investment Earnings Or Losses$4,037InvestmentEarningsOrLossesAmt
Administrative Expenses$36,681AdministrativeExpensesAmt
End Year Balance$13,454,624EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,035,285BeginningYearBalanceAmt
Contributions$748,398ContributionsAmt
Investment Earnings Or Losses$1,354,173InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$2,707AdministrativeExpensesAmt
End Year Balance$13,135,149EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,349,391BeginningYearBalanceAmt
Contributions$100,000ContributionsAmt
Investment Earnings Or Losses-$1,414,106InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$11,035,285EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,756,082BeginningYearBalanceAmt
Contributions$2,834,536ContributionsAmt
Investment Earnings Or Losses-$3,579,993InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures-$4,338,766OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$12,349,391EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,758,637BeginningYearBalanceAmt
Contributions$521,824ContributionsAmt
Investment Earnings Or Losses-$524,379InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$8,756,082EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.45PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.55TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,100OtherCostOrOtherBasisAmt
Book Value$46,100BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,450OtherCostOrOtherBasisAmt
Depreciation$2,797DepreciationAmt
Book Value$653BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$46,753TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OTHER Accounts receivable$140,341
Limited Use Assets$17,819,366
FieldValueIRS element (for citing)
Total Book Value Other Assets$17,959,707TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to affiliateDesc
Amt$754,515Amt
FieldValueIRS element (for citing)
Total Liability$754,515TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE INTENDED USES OF THE TEMPORARILY RESTRICTED NET ASSETS ARE AS FOLLOWS: NURSING EDUCATION AT HARFORD MEMORIAL HOSPITAL (A SUPPORTED ORGANIZATION OF THIS FILING ORGANIZATION) AND OTHER HEALTHCARE PROGRAMS AT UPPER CHESAPEAKE MEDICAL CENTER AND HARFORD MEMORIAL HOSPITAL (BOTH SUPPORTED ORGANIZATIONS OF THIS FILING ORGANIZATION).
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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Star NightEvent1Nm
Gross Receipts Event1$158,706GrossReceiptsEvent1Amt
Charitable Contri Event1$153,960CharitableContriEvent1Amt
Gross Revenue Event1$4,746GrossRevenueEvent1Amt
Food And Beverage Event1$7,272FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$167,509OtherDirectExpensesEvent1Amt
Event2RegattaEvent2Nm
Gross Receipts Event2$106,566GrossReceiptsEvent2Amt
Charitable Contri Event2$101,356CharitableContriEvent2Amt
Gross Revenue Event2$5,210GrossRevenueEvent2Amt
Food And Beverage Event2$17,451FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$16,342OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$111,399GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$94,899CharitableContriOtherEventsAmt
Gross Revenue Other Events$16,500GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$1,000RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$59FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$136,851OthDirectExpnssOtherEventsAmt
Gross Receipts Total$376,671GrossReceiptsTotalAmt
Charitable Contributions Tot$350,215CharitableContributionsTotAmt
Gross Revenue Total Events$26,456GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$24,782FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$320,702OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$346,484DirectExpenseSummaryEventsAmt
Net Income Summary-$320,028NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
UPPER CHESAPEAKE MEDICAL CENTER INC
500 UPPER CHESAPEAKE DRBEL AIRMD21014521253920501 (c)(3)$906,304GENERAL SUPPORT
HARFORD CRISIS CENTER INC
8003 CORPORATE DRBaltimoreMD21236521229742501 (c)(3)$2,991,181GENERAL SUPPORT
UPPER CHESAPEAKE MEDICAL SERVICES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521501734501 (c)(3)$5,114GENERAL SUPPORT
UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014264737028501 (c)(3)$450,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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
ExplanationUCHF PROVIDES MONETARY SUPPORT TO SEVERAL OF ITS SUPPORTED ORGANIZATIONS TO FURTHER THE PROGRAMS AND EXEMPT PURPOSES OF THESE ORGANIZATIONS. THE COMMON BOARDS OF THESE ORGANIZATIONS ENSURE THAT FUNDS ARE USED FOR THE EXEMPT PURPOSES OF THESE RELATED ORGANIZATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
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 (3 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
ELIZABETH WISE
PRESIDENT/CEO, UMUCHS$0$697,579$0$204,796$0$27,350$0$91,557$0$22,812$0$1,044,094$0$0
LYLE E SHELDON
FORMER PRESIDENT/CEO, UMUCHS$0$0$0$0$0$706,306$0$0$0$31,162$0$737,468$0$0
MARCO PRIOLO
CFO$0$354,183$0$118,440$0$22,980$0$44,394$0$29,160$0$569,157$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationALL COMPENSATION TO OFFICERS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4a Severance or change-of-control paymentDURING THE FISCAL YEAR-ENDED JUNE 30, 2024, CERTAIN OFFICERS AND KEY EMPLOYEES HAVE RECEIVED SEVERANCE PAYMENTS. THESE AMOUNTS ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. THE INDIVIDUALS AND AMOUNTS ARE LISTED BELOW: LYLE SHELDON, $706,306
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planDURING THE FISCAL YEAR- ENDED JUNE 30, 2024, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS 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: Marco Priolo Lyle Sheldon Elizabeth Wise
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 M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$33,079NoncashContributionsRptF990Amt
Method Of Determining RevenuesOther - Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationSecurities - Publicly traded - Column B reports the number of contributions received.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATIONTHE ORGANIZATION 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 6 Classes of members or stockholdersUNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE HEALTH FOUNDATION, INC., UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMUCHS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyUNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE HEALTH FOUNDATION, INC., UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersThe following decisions of the governing body are among those subject to the approval of the member: amendment of charter documents; dissolution of the organization; strategic plans; participation in joint ventures; and leases or intercompany transfers of assets, subject to certain dollar thresholds. In addition, the following decisions of the governing body are subject to the approval of the member and UMMS: annual operating and capital budgets; acquisition or disposition of an entity or substantially all assets; merger or consolidation of entity; mortgage, pledge or disposition of property; incurrence of debt or real property, subject to certain dollar thresholds.
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 chairman, finance committee chairman or other member 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 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 XI, Line 9 Other changes in net assets or fund balancesEquity transfer - 12858518;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
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
219 South Washington StreetEastonMD21601522046500HEALTHCAREMD501(c)(3)Type IUMMSCfalse
CHESTER RIVER HOSPITAL CENTER
100 BROWN STREETCHESTERTOWNMD21620520679694HEALTHCAREMD501(c)(3)3UMSRHfalse
CHESTER RIVER MANOR INC
100 BROWN STREETCHESTERTOWNMD21620526070333HEALTHCAREMD501(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)10SHSfalse
MEMORIAL HOSPITAL FOUNDATION INC
219 SOUTH WASHINGTON STREETEASTONMD21601521282080FUNDRAISINGMD501(c)(3)Type ISHSfalse
UNIVERSITY OF MARYLAND COMMUNITY MEDICAL
219 South Washington StreetEastonMD21601521874111HEALTHCAREMD501(c)(3)3UMSRHfalse
SHORE HEALTH SYSTEM INC
219 SOUTH WASHINGTON STREETEASTONMD21601520610538HEALTHCAREMD501(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
UMSJ HEALTH SYSTEM LLC
7601 OSLER DRIVETOWSONMD21204462097818HEALTHCAREMD501(c)(3)3UMMSCfalse
HARFORD MEMORIAL HOSPITAL INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014520591484HEALTHCAREMD501(c)(3)3UMUCHSfalse
UM UPPER CHESAPEAKE HEALTH SYSTEM INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521398513HEALTHCAREMD501(c)(3)Type III-OUMMSCfalse
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 AIRMD21014264737028HOSPICEMD501(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 IUMMSCfalse
DIMENSIONS HEALTH CORPORATION
901 Harry S Truman Dr NUPPER MARLBOROMD20785521289729HEALTHCAREMD501(c)(3)3UMMSCfalse
DIMENSIONS HEALTHCARE ASSOCIATES
901 Harry S Truman Drive NUpper MarlboroMD20785521902711HEALTHCAREMD501(c)(3)Type IUMCAPRHfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
BALTIMORE WASHINGTON IMAGING
301 HOSPITAL DRIVEGLEN BURNIEMD21061200806027HEALTHCAREMDUMBWMSN/Afalsefalse
UNIVERSITYCARE LLC
419 W Redwood St Ste 220BALTIMOREMD21201521914892HEALTHCAREMDUMMSCN/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 (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndEINEIN
NA EXECUTIVE BUILDING CONDO ASSN INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061REAL ESTATEMDNAC Corporationfalse
UM CHARLES REGIONAL CARE PARTNERS
PO BOX 1070LA PLATAMD20646HEALTHCAREMDNAC Corporationfalse522176314
UNIVERSITY MIDTOWN PROF CENTER
827 LINDEN AVENUEBALTIMOREMD21201REAL ESTATEMDNAC Corporationfalse521891126
UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE
900 Elkridge Landing RdLinthicumMD21090INSURANCEMDNAC Corporationfalse452815722
UPPER CHESAPEAKE HEALTH VENTURES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014HEALTHCAREMDNAC Corporationfalse522031264
UPPER CHESAPEAKE MEDICAL CENTER LAND CON
520 UPPER CHESAPEAKE DRBEL AIRMD21014REAL ESTATEMDNAC Corporationfalse770674478
UPPER CHESAPEAKE MEDICAL OFFICE BUILDING
520 UPPER CHESAPEAKE DRBEL AIRMD21014REAL ESTATEMDNAC Corporationfalse521946829
SHORE ORTHOPEDICS INC
219 S WASHINGTON STREETEASTONMD21601HEALTHCAREMDNAC Corporationfalse371817262
MADISON MANOR INC
5801 42ND AVEHYATTSVILLEMD20781HEALTHCAREMDNAC Corporationfalse521269059
AFFILIATED ENTERPRISES INC
901 Harry S Truman Dr NUpper MarlboroMD20785HEALTHCAREMDNAC Corporationfalse521542144
RIVERSIDE HEALTH OF DELAWARE INC
900 Elkridge Landing RdLinthicumMD21090HEALTHCAREDENAC Corporationfalse463205820
RIVERSIDE HEALTH OF DC INC
900 Elkridge Landing RdLinthicumMD21090HEALTHCAREDCNAC Corporationfalse461411713
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
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 OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd