UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC (EIN 31-1678679)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349311035
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:16:49-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311678679 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Maryland Baltimore | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAM HECKLER | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4107065631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N Arch Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM HECKLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4107065631 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Todd Teresco | PreparerPersonNm |
| PTIN | P00247720 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMBF INC UMB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAM HECKLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N Arch Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $78,181,862 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMARYLAND.EDU/UMBF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SOLICIT/RECEIVE CONTRIBUTIONS/GRANTS FROM GENERAL PUBLIC TO HOLD, INVEST AND ADMINISTER THESE FUNDS AND PAY EXPENDITURES FOR UNIVERSITY AND SERVE IN ADVISORY ROLE TO PRESIDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $40,872,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,051,099 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $109,556 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,629 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,926,768 | PYInvestmentIncomeAmt |
| CY Investment Income | $20,917,966 | CYInvestmentIncomeAmt |
| PY Other Revenue | $38,526 | PYOtherRevenueAmt |
| CY Other Revenue | -$20,574 | CYOtherRevenueAmt |
| PY Total Revenue | $53,946,958 | PYTotalRevenueAmt |
| CY Total Revenue | $52,023,120 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,743,710 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,646,038 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $439,736 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,079,933 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,574,670 | PYOtherExpensesAmt |
| CY Other Expenses | $12,818,361 | CYOtherExpensesAmt |
| PY Total Expenses | $37,318,380 | PYTotalExpensesAmt |
| CY Total Expenses | $37,904,135 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,628,578 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,118,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $470,520,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $498,682,827 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,480,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,156,955 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $467,040,171 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $495,525,872 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO SOLICIT AND RECEIVE CONTRIBUTIONS AND GRANTS FROM THE GENERAL PUBLIC AND TO HOLD, INVEST, AND ADMINISTER THESE FUNDS AND PAY EXPENDITURES FOR THE BENEFIT OF THE UNIVERSITY OF MARYLAND IN BALTIMORE AND TO SERVE IN AN ADVISORY ROLE TO ITS PRESIDENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,444,522 | ExpenseAmt |
| Grant | $11,636,181 | GrantAmt |
| Revenue | $58,710 | RevenueAmt |
| Desc | CHARTERED IN 1807 AS THE FIRST PUBLIC MEDICAL SCHOOL IN THE UNITED STATES, THE UNIVERSITY OF MARYLAND SCHOOL OF MEDICINE (UMSOM) IS INTO ITS THIRD CENTURY. IT CONTINUES TODAY AS ONE OF THE FASTEST GROWING, TOP-TIER BIOMEDICAL RESEARCH ENTERPRISES IN THE WORLD - WITH 25 DEPARTMENTS, 5 INSTITUTES AND 10 RESEARCH CENTERS AND A WORKFORCE OF MORE THAN 7,500. MORE THAN 1,200 MEDICAL STUDENTS, GRADUATE STUDENTS, AND RESEARCH TRAINEES ARE EDUCATED AT UMSOM EVERY YEAR. IN PARTNERSHIP WITH THE UNIVERSITY OF MARYLAND MEDICAL CENTER, WE PROVIDE RESIDENCY AND FELLOWSHIP TRAINING IN MORE THAN 30 SPECIALTIES. ACCEPTANCE TO THE UMSOM MD PROGRAM IS HIGHLY COMPETITIVE, WITH NEARLY 6,000 APPLICANTS FOR 160 POSITIONS IN EACH CLASS. THE RESEARCH VISION OF THE SCHOOL OF MEDICINE IS TO BUILD ON GENERATIONS OF DISCOVERIES TO ADVANCE NEW THERAPIES AND CURES WITH THE HIGHEST LEVEL OF IMPACT ON HUMAN HEALTH IN THE REGION, THE NATION, AND AROUND THE WORLD. WITH AN OPERATING BUDGET OF $1.3 BILLION, THE SCHOOL OF MEDICINE DIRECTS MORE THAN $500 MILLION ANNUALLY TO DEVELOPING SOLUTIONS TO THE MOST CHALLENGING AND COMPLEX DISEASES. WE ARE RANKED 9TH AMONG ALL PUBLIC MEDICAL SCHOOLS FOR TOTAL RESEARCH GRANTS & CONTRACTS REPORTED BY THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES (AAMC). ACCORDING TO US NEW AND WORLD REPORT, UMSOM RANKS AS THE 11TH HIGHEST AMONG PUBLIC MEDICAL SCHOOLS IN RESEARCH AND 22ND HIGHEST AMONG ALL MEDICAL SCHOOLS FOR PRIMARY CARE. UMSOM IS AN ANCHOR INSTITUTION OF THE WEST BALTIMORE COMMUNITY, AND THE SCHOOL IS COMMITTED TO IMPROVING THE HEALTH, QUALITY OF LIFE, AND PROSPERITY OF ITS NEIGHBORS. WE OFFER COMMUNITY OUTREACH PROGRAMS SUCH AS MINI-MED SCHOOL, A SERIES OF TUITION-FREE CLASSES DESIGNED TO HELP BALTIMORE RESIDENTS IMPROVE THEIR HEALTH AND WELL-BEING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,728,921 | ExpenseAmt |
| Grant | $4,882,843 | GrantAmt |
| Revenue | $5,950 | RevenueAmt |
| Desc | THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS AND CLINICAL AND RESEARCH ACTIVITIES IN THE UNIVERSITY OF MARYLAND FRANCIS KING CAREY SCHOOL OF LAW (MARYLAND CAREY LAW). ESTABLISHED IN 1816, MARYLAND CAREY LAW BEGAN REGULAR INSTRUCTION IN 1824. IT IS THE THIRD OLDEST LAW SCHOOL IN THE NATION. THE INNOVATIVE ACADEMIC AND SPECIALTY PROGRAMS HAVE GARNERED NATIONAL AND INTERNATIONAL RECOGNITION. THE MARYLAND CAREY LAW'S EXPERIENTIAL PROGRAMS ARE AMONG THE MOST EXTENSIVE IN THE COUNTRY, INCLUDING THE NATIONALLY RANKED CLINICAL LAW PROGRAM, WHICH OFFERS MORE THAN 75,000 HOURS OF FREE LEGAL SERVICES TO THE STATE OF MARYLAND AND HAS BEEN IN EXISTENCE FOR MORE THAN 40 YEARS. INTERDISCIPLINARY SPECIALTY PROGRAMS ARE OFFERED IN ENVIRONMENTAL LAW AND LAW AND HEALTH CARE. OTHER PROGRAMS INCLUDE ADVOCACY, ALTERNATIVE DISPUTE RESOLUTION, BUSINESS LAW, INTELLECTUAL PROPERTY LAW AND INTERNATIONAL AND COMPARATIVE LAW. THE MARYLAND CAREY LAW SEEKS TO PROMOTE A MORE JUST SOCIETY BY EDUCATING OUTSTANDING LAWYERS AND LEADERS, ADVANCE THE UNDERSTANDING OF LAW AND LEGAL INSTITUTIONS AND ENHANCE ACCESS TO JUSTICE. EXCELLENCE IN TEACHING PREPARES STUDENTS FOR LEADERSHIP AND PROFESSIONAL SUCCESS IN A WIDE RANGE OF CAREERS AND PROMOTES IN BOTH STUDENTS AND FACULTY THE HIGHEST STANDARD OF PUBLIC AND PROFESSIONAL SERVICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,623,634 | ExpenseAmt |
| Grant | $3,448,977 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | U.S. NEWS & WORLD REPORT HAS RANKED UMSON'S BACHELOR OF SCIENCE IN NURSING, MASTER OF SCIENCE IN NURSING (MSN) AND DOCTOR OF NURSING PRACTICE (DNP) PROGRAMS AMONG THE TOP 10 IN THE NATION. AMONG PUBLIC SCHOOLS OF NURSING, THE SCHOOL'S DNP ADULT-GERONTOLOGY PRIMARY CARE NURSE PRACTITIONER SPECIALTY IS RANKED NO. 1, AND ITS DNP FAMILY NURSE PRACTITIONER SPECIALTY IS RANKED NO. 3. THE MSN HEALTH SERVICES LEADERSHIP AND MANAGEMENT SPECIALTY IS RANKED NO. 1 FOR ITS IN PERSON AND ONLINE PROGRAMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,770,687 | $1,535,001 | $2,020 | DENTISTRY |
| $1,301,497 | $1,001,490 | $0 | SOCIAL WORK |
| $1,197,209 | $1,005,162 | $0 | PHARMACY |
| $2,347,868 | $1,135,540 | $7,949 | ALL OTHERS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,617,261 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,677,193 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $9,969 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,414,338 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 230 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM HECKLER | PersonNm |
| Phone | 4107065631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N ARCH STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JAMES L HUGHES | |||||||
| PRESIDENT/CEO | 20.0 | 0.0 | Yes (X) | $552,332 | $0 | $139,231 | |
| PAM HECKLER | |||||||
| TREASURER & COO | 40.0 | 0.0 | Yes (X) | $286,230 | $0 | $86,472 | |
| GREGORY BOWDEN | |||||||
| SENIOR VP (Eff. 12/23) | 40.0 | 0.0 | Yes (X) | $340,000 | $0 | $1,231 | |
| SHERI MYERS | |||||||
| ASST. TREASURER (Eff. 11/23) | 40.0 | 0.0 | Yes (X) | $165,000 | $0 | $6,817 | |
| HARRY C KNIPP | |||||||
| CHAIR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| ELLEN H YANKELLOW | |||||||
| VICE CHAIR | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| JOHN C WEISS | |||||||
| SECRETARY | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| ANTHONY P ASHTON ESQ | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| PETE BUZY | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| SCOTT CANUEL | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MARY E CASKEY | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| HAROLD E CHAPPELEAR | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| CHARLES CHEN | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| STEVE DUBIN | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MARECO EDWARDS | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| TISHA S EDWARDS | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER O ESTABROOK | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| BARRY L GARBER | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| BRIAN J GIBBONS | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| EMERSON 'RANDY' HALL | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH R HARDIMAN | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| ALVIN D KATZ | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| SAM LENNON JR | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| RAY LEWIS | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| SAMANTHA MELLERSON | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL E MULDOWNEY | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| DAMIEN MYERS | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| TODD L PARCHMAN | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| NIKOS PAVLIDIS | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MALINDA PEEPLES | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MAURICE N REID | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| NNEKA RIMMER | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| FREDERICK G SMITH | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| RICHARD L TAYLOR | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| MEI XU | |||||||
| TRUSTEE | 0.5 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,343,562 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IDFIVE LLC | |||||
| 800 N CHARTLES STREET SUITE 300M | BALTIMORE | MD | 21201 | WEBSITE DESIGN & DEV | $395,294 |
| MINDGRUB TECHNOLOGIES LLC | |||||
| 1215 E FORT AVENUE SUITE 200 | BALTIMORE | MD | 21230 | WEB HOSTING SUPPORT | $186,167 |
| PUTTING ON THE RITZ | |||||
| 9115 WHISKEY BOTTOM ROAD SUITE E | LAUREL | MD | 20723 | CATERING SERVICES | $134,885 |
| THE CLASSIC CATERING PEOPLE | |||||
| 99 PAINTERS MILL ROAD | OWINGS MILLS | MD | 21117 | CATERING SERVICES | $120,207 |
| NAVISTAR DIRECT MARKETING LLC | |||||
| 4612 NAVISTAR DRIVE | FREDERICK | MD | 21703 | DIGITAL PRINTING | $116,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $128,373 | FederatedCampaignsAmt |
| Fundraising | $476,070 | FundraisingAmt |
| All Other Contributions | $30,446,656 | AllOtherContributionsAmt |
| Noncash Contributions | $2,479,858 | NoncashContributionsAmt |
| Total Contributions | $31,051,099 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTS AND PUBLICATIONS | 611710 | $61,226 | $61,226 |
| CONFERENCES/EDUCATIONAL PROGRAMS | 611710 | $10,028 | $10,028 |
| FACULTY, STAFF, AND ALUMNI FUNCTIONS | 900099 | $3,375 | $3,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,629 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,096,516 | TotalRevenueColumnAmt |
| Exclusion | $9,096,516 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,935,521 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,114,071 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,821,450 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,821,450 | TotalRevenueColumnAmt |
| Exclusion | $11,821,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,097 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $476,070 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $44,671 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,574 | TotalRevenueColumnAmt |
| Exclusion | -$20,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,023,120 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,629 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $20,897,392 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,296,123 | TotalAmt |
| Program Services | $24,296,123 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,915 | TotalAmt |
| Program Services | $349,915 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,736 | TotalAmt |
| Management And General | $439,736 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,398,408 | TotalAmt |
| Program Services | $1,644,707 | ProgramServicesAmt |
| Management And General | $1,705,903 | ManagementAndGeneralAmt |
| Fundraising | $47,798 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,632 | TotalAmt |
| Program Services | $20,632 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,062 | TotalAmt |
| Management And General | $118,062 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,719,783 | TotalAmt |
| Management And General | $2,719,783 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,932 | TotalAmt |
| Program Services | $757,807 | ProgramServicesAmt |
| Management And General | $29,200 | ManagementAndGeneralAmt |
| Fundraising | $123,925 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,394 | TotalAmt |
| Program Services | $183,728 | ProgramServicesAmt |
| Management And General | $54,111 | ManagementAndGeneralAmt |
| Fundraising | $51,555 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,485 | TotalAmt |
| Program Services | $234,072 | ProgramServicesAmt |
| Management And General | $170,402 | ManagementAndGeneralAmt |
| Fundraising | $59,011 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,138 | TotalAmt |
| Program Services | $289,616 | ProgramServicesAmt |
| Fundraising | $10,522 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,118 | TotalAmt |
| Program Services | $180,264 | ProgramServicesAmt |
| Management And General | $3,447 | ManagementAndGeneralAmt |
| Fundraising | $3,407 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,608,196 | TotalAmt |
| Program Services | $2,163,448 | ProgramServicesAmt |
| Management And General | $128,961 | ManagementAndGeneralAmt |
| Fundraising | $315,787 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,167 | TotalAmt |
| Program Services | $3,033 | ProgramServicesAmt |
| Management And General | $26,477 | ManagementAndGeneralAmt |
| Fundraising | $1,657 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $235,708 | $103,590 | $10,128 | $121,990 |
| EQUIPMENT PUR., RENT, REPAIR | $164,385 | $156,566 | $3,654 | $4,165 |
| MISCELLANEOUS EXPENSES | $1,370,953 | $30,837 | $0 | $1,340,116 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,904,135 | TotalAmt |
| Program Services | $30,414,338 | ProgramServicesAmt |
| Management And General | $5,409,864 | ManagementAndGeneralAmt |
| Fundraising | $2,079,933 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,337,861 | BOYAmt |
| EOY | $16,382,201 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,308,194 | BOYAmt |
| EOY | $34,028,313 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,297 | BOYAmt |
| EOY | $468,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,283,966 | BOYAmt |
| EOY | $1,335,894 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,675,528 | BOYAmt |
| EOY | $443,614,529 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,479 | BOYAmt |
| EOY | $2,853,078 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,520,325 | BOYAmt |
| EOY | $498,682,827 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,540,607 | BOYAmt |
| EOY | $1,141,488 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,939,547 | BOYAmt |
| EOY | $2,015,467 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,480,154 | BOYAmt |
| EOY | $3,156,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,674,504 | BOYAmt |
| EOY | $46,856,131 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,365,667 | BOYAmt |
| EOY | $448,669,741 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,040,171 | BOYAmt |
| EOY | $495,525,872 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,520,325 | BOYAmt |
| EOY | $498,682,827 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,118,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,366,716 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,331,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,221,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,636,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,872,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,051,099 | CurrentTaxYearAmt |
| Total | $177,113,646 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,331,730 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,221,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,636,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,872,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,051,099 | CurrentTaxYearAmt |
| Total | $177,113,646 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $45,865,414 | SubstantialContributorsTotAmt |
| Public Support Total170 | $131,248,232 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,991,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,892,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,444,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,236,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,096,516 | CurrentTaxYearAmt |
| Total | $32,661,031 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,040 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,673 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $203,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $209,977,850 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $911,141 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62506 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61746 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $350,745,435 | BeginningYearBalanceAmt |
| Contributions | $8,569,166 | ContributionsAmt |
| Investment Earnings Or Losses | $27,788,154 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,408,292 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,174,682 | AdministrativeExpensesAmt |
| End Year Balance | $372,519,781 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $336,043,632 | BeginningYearBalanceAmt |
| Contributions | $10,568,278 | ContributionsAmt |
| Investment Earnings Or Losses | $17,857,762 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,480,034 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,244,202 | AdministrativeExpensesAmt |
| End Year Balance | $350,745,436 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $327,109,533 | BeginningYearBalanceAmt |
| Contributions | $15,355,807 | ContributionsAmt |
| Investment Earnings Or Losses | $5,075,080 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,687,247 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,809,541 | AdministrativeExpensesAmt |
| End Year Balance | $336,043,632 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $257,068,449 | BeginningYearBalanceAmt |
| Contributions | $17,697,306 | ContributionsAmt |
| Investment Earnings Or Losses | $62,939,190 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,520,259 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,075,153 | AdministrativeExpensesAmt |
| End Year Balance | $327,109,533 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $254,671,402 | BeginningYearBalanceAmt |
| Contributions | $9,790,217 | ContributionsAmt |
| Investment Earnings Or Losses | $1,144,138 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,665,167 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,872,141 | AdministrativeExpensesAmt |
| End Year Balance | $257,068,449 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02490 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31410 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| USMF INVESTMENTS | $440,662,344 | F |
| COMMONFUND | $2,952,185 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $443,614,529 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST & ANNNUITY PAYMENT LIABILITY | Desc |
| Amt | $2,015,467 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,015,467 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $63,670,053 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,366,716 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $14,366,716 | RevenueNotReportedAmt |
| Revenue Subtotal | $49,303,337 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,719,783 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,719,783 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $52,023,120 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,184,352 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $35,184,352 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,719,783 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,719,783 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,904,135 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4: | ENDOWMENT ACCOUNTS ARE ESTABLISHED AND FUNDED BY DONORS IN SUPPORT OF PROGRAMS AT THE UNIVERSITY OF MARYLAND BALTIMORE. THESE ENDOWMENTS ARE PREDOMINANTLY PERMANENTLY RESTRICTED, AND THEY HAVE VARIOUS PURPOSES INCLUDING SCHOLARSHIPS, PROFESSORSHIPS, LECTURESHIPS, CHAIRS, CAPITAL EXPENDITURES, AND RESEARCH ACTIVITIES. |
| SCHEDULE D, PART X, LINE 2: | U.S. GAAP requires management to evaluate tax positions taken by the f oundation and recognize a tax liability (or asset) if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Therefore, no asset or liability has been recorded as of June 30, 2024 and 2023 for uncertain tax positions. The Foundation is subject to routine audits by taxing jurisdictions, however, there are currently no audits for any tax periods in process. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SIDS FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $254,263 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $242,013 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,250 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $44,671 | OtherDirectExpensesEvent1Amt |
| Event2 | MD CAREY ANNIV | Event2Nm |
| Gross Receipts Event2 | $81,987 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $78,037 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,950 | GrossRevenueEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $163,917 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $156,020 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $7,897 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $500,167 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $476,070 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,097 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,671 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $44,671 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,574 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MARYLAND BALTIMORE | |||||||
| 650 W BALTIMORE STREET | BALTIMORE | MD | 21201 | 526002033 | 115 | $25,463,234 | EDUCATION/RESEARCH |
| SHOCK TRAUMA ASSOCIATES PA (STAPA) | |||||||
| 110 S PACA STREET | BALTIMORE | MD | 21201 | 521119350 | 501(C)(3) | $724,513 | CLINICAL SUPPORT |
| MEDICAL ALUMNI ASSO OF THE UNIV OF MD | |||||||
| 419 W REDWOOD STREET | BALTIMORE | MD | 21201 | 520615433 | 501(C)(3) | $127,434 | CLINICAL SUPPORT |
| MARYLAND PUBLIC INTEREST LAW PROJECT INC | |||||||
| 500 W BALTIMORE STREET | BALTIMORE | MD | 21201 | 521620485 | 501(C)(3) | $94,000 | PROGRAM SUPPORT |
| MARYLAND GLOBAL INITIATIVES CORPORATION | |||||||
| 220 ARCH STREET 13TH FL | BALTIMORE | MD | 21201 | 272222735 | 501(C)(3) | $55,676 | CLINICAL SUPPORT |
| UM FDSP ASSOCIATES PA | |||||||
| 650 W BALTIMORE STREET | BALTIMORE | MD | 21201 | 521456103 | 501(C)(3) | $33,189 | CLINICAL SUPPORT |
| UMMS FOUNDATION INC | |||||||
| 110 S PACA STREET | BALTIMORE | MD | 21201 | 522238893 | 501(C)(3) | $5,375 | CLINICAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MEDICINE: SCHOLARSHIPS, AWARDS, STIPENDS | 74 | $226,747 |
| LAW: SCHOLARSHIPS, AWARDS, STIPENDS | 28 | $41,616 |
| SOCIAL WORK: SCHOLARSHIPS, AWARDS, STIPENDS | 21 | $41,599 |
| DENTISTRY: SCHOLARSHIPS, AWARDS, STIPENDS | 10 | $17,145 |
| CAMPUS: AWARDS, STIPENDS | 6 | $16,210 |
| PROGRAMMATIC ASSISTANCE | 5 | $4,577 |
| PHARMACY: SCHOLARSHIPS, AWARDS, STIPENDS | 3 | $2,000 |
| NURSING: SCHOLARSHIPS, AWARDS, STIPENDS | 1 | $21 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ESTABLISHES SEPARATE ACCOUNTS TO HOUSE GRANT FUNDS DONATED PURSUANT TO A GRANT AGREEMENT TO PROVIDE SUPPORT FOR A PARTICULAR PROGRAM. THE GRANT AGREEMENT IS REVIEWED AND SIGNED BY THE ORGANIZATION'S TREASURER. PERIODIC GRANT PROGRESS REPORTS AND FINANCIAL REPORTS ARE PREPARED UNDER THE DIRECTION OF THE PRINCIPAL INVESTIGATOR. SUBJECT TO THE LANGUAGE IN THE GRANT AGREEMENT, REMAINING FUNDS ARE RETURNED TO THE GRANTING ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES L HUGHES | ||||||||||||||
| PRESIDENT/CEO | $552,332 | $0 | $0 | $0 | $0 | $0 | $113,209 | $0 | $26,022 | $0 | $691,563 | $0 | $0 | $0 |
| PAM HECKLER | ||||||||||||||
| TREASURER & COO | $286,230 | $0 | $0 | $0 | $0 | $0 | $58,667 | $0 | $27,805 | $0 | $372,702 | $0 | $0 | $0 |
| GREGORY BOWDEN | ||||||||||||||
| SENIOR VP (Eff. 12/23) | $340,000 | $0 | $0 | $0 | $0 | $0 | $1,231 | $0 | $0 | $0 | $341,231 | $0 | $0 | $0 |
| SHERI MYERS | ||||||||||||||
| ASST. TREASURER (Eff. 11/23) | $165,000 | $0 | $0 | $0 | $0 | $0 | $2,250 | $0 | $4,567 | $0 | $171,817 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS NO EMPLOYEES. MEMBERS OF THE ORGANIZATION'S WORKFORCE ARE EMPLOYEES OF THE UNIVERSITY OF MARYLAND, BALTIMORE (UMB). THE ORGANIZATION REIMBURSES THE UNIVERSITY ANNUALLY FOR ITS SHARE OF THE COMPENSATION. UMB IS PART OF THE UNIVERSITY SYSTEM OF MARYLAND, A STATE AGENCY, THEREFORE, COMPENSATION OF OFFICERS AND MEMBERS OF THE ORGANIZATION'S WORKFORCE IS ESTABLISHED, MONITORED, AND GOVERNED BY REGULATIONS AND GUIDELINES IN PLACE FOR ALL STATE OF MARYLAND EMPLOYEES. IN ADDITION, THE ORGANIZATION'S BUDGET WHICH INCLUDES AGGREGATE SALARIES IS REVIEWED BY THE FINANCE COMMITTEE AND FULL BOARD OF TRUSTEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 88 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,479,858 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MKT HIGH/LOW | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ITEMS LISTED IN PART I, LINE 9, SECURITIES - PUBLICLY TRADED, REFERENCES THE NUMBER OF NONCASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4D: | OTHER PROGRAM SERVICES THE UNIVERSITY OF MARYLAND SCHOOL OF DENTISTRY (SOD), FOUNDED IN 1840, IS THE FIRST DENTAL SCHOOL IN THE WORLD ESTABLISHING THE FIRST DOCTOR OF DENTAL SURGERY DEGREE IN 1841. AS THE ONLY DENTAL SCHOOL IN THE STATE OF MARYLAND, THE SOD PROVIDES ESSENTIAL DENTAL CARE FOR MORE THAN 20,819 PATIENTS RESULTING IN APPROXIMATELY 79,305 PATIENT VISITS, MANY OF WHOM ARE UNDERSERVED. SOD SCIENTISTS, SPECIALIZING IN CANCER, PAIN AND MICROBIOLOGICAL RESEARCH, DISCOVER TREATMENTS THAT INFORM PATIENT CARE. THE SOD BUILDING, COMPLETED IN 2006, IS ONE OF THE MOST TECHNOLOGICALLY ADVANCED DENTAL EDUCATIONAL FACILITIES IN THE WORLD. THROUGH THE INNOVATIVE TECHNOLOGY-BASED CURRICULUM, EACH CLASS OF APPROXIMATELY 131 STUDENTS IS EQUIPPED WITH SKILLS TO EXCEL IN 21ST CENTURY DENTISTRY. UPON GRADUATION, SOD STUDENTS JOIN A NETWORK OF MORE THAN 8,767 ALUMNI WHO ARE LEADERS IN THE ORAL HEALTHCARE FIELD. EXPENSES: 1,770 ,687; GRANTS: 1,535,001; REVENUE: $2,020 ESTABLISHED IN 1841, THE UNIVERSITY OF MARYLAND SCHOOL OF PHARMACY IS RANKED 15TH OUT OF MORE THAN 140 SCHOOLS OF PHARMACY BY U.S. NEWS & WORLD REPORT. THE SCHOOL IS A THRIVING CENTER FOR PROFESSIONAL AND GRADUATE EDUCATION, PHARMACEUTICAL CARE, RESEARCH, AND COMMUNITY SERVICE. ITS FACULTY CREATE THE FUTURE OF PHARMACY BY PIONEERING NEW ROLES FOR PHARMACISTS IN ADVANCED CLINICAL PRACTICE AND CONDUCTING CUTTING-EDGE RESEARCH IN DRUG DISCOVERY AND DEVELOPMENT, COMPARATIVE EFFECTIVENESS AND PATIENT-CENTERED OUTCOMES, AND DISEASE MANAGEMENT. A CONTEMPORARY CURRICULUM, INNOVATIVE EDUCATIONAL EXPERIENCES, AND STRATEGIC PROFESSIONAL RELATIONSHIPS HELP TO INSPIRE EXCELLENCE IN THE SCHOOL'S MORE THAN 950 STUDENTS, RESIDENTS, AND POSTDOCTORAL FELLOWS. THE SCHOOL OFFERS 10 ACADEMIC PROGRAMS: DOCTOR OF PHARMACY; PHD PROGRAMS IN PALLIATIVE CARE, PHARMACEUTICAL HEALTH SERVICES RESEARCH, AND PHARMACEUTICAL SCIENCES; AND MS PROGRAMS IN MEDICAL CANNABIS SCIENCE AND THERAPEUTICS, PALLIATIVE CARE, PHARMACEUTICAL HEALTH SERVICES RESEARCH, PHARMACEUTICAL SCIENCES, PHARMACOMETRICS, AND REGULATORY SCIENCE. WITH A PORTFOLIO OF $37 MILLION IN GRANTS AND CONTRACTS, THE SCHOOL OF PHARMACY IS LEADING THE WAY IN DRUG DISCOVERY, CLINICAL INNOVATION, AND HEALTH SERVICES RESEARCH. IN 2017, THE SCHOOL LAUNCHED ITS EXCLUSIVE PHARMAPRENEURSHIP PROGRAM, WHICH DESCRIBES THE SCHOOL'S COMMITMENT TO SUPPORTING AND BEST POSITIONING BOTH FACULTY AND STUDENTS TO ACHIEVE THEIR CAREER ASPIRATIONS AND ADDRESS OUR NATION'S HEALTH CARE CHALLENGES. EXPENSES: 1,197,209; GRANTS: 1,005,162; REVENUE: NONE THE UMB FOUNDATION SUPPORTS ACADEMIC PROGRAMS, RESEARCH AND COMMUNITY WORK AT THE UNIVERSITY OF MARYLAND SCHOOL OF SOCIAL WORK (UMSSW). UMSSW'S MISSION IS TO DEVELOP PRACTITIONERS, LEADERS AND SCHOLARS TO ADVANCE THE WELL-BEING OF POPULATIONS AND COMMUNITIES AND TO PROMOTE SOCIAL JUSTICE. AS NATIONAL LEADERS, WE CREATE AND USE KNOWLEDGE FOR EDUCATION, SERVICE INNOVATION, AND POLICY DEVELOPMENT. UMSSW IS A HIGHLY-RANKED INSTITUTION THAT PRODUCES OUTSTANDING SOCIAL WORKERS WHOSE PRACTICE ADVANCES THE WELL-BEING OF ALL THE PEOPLE THEY SERVE. U.S. NEWS & WORLD REPORT RANKS THE SCHOOL 24TH IN THEIR LIST OF SOCIAL WORK GRADUATE SCHOOLS IN AMERICA. THE SCHOOL SERVES SOCIETY THROUGH THE DEVELOPMENT OF KNOWLEDGE IN EDUCATION, RESEARCH, SCHOLARSHIP, SERVICE INNOVATION, AND ADVOCACY. UMSSW WAS CREATED IN 1961 AND HAS GROWN TO BECOME ONE OF THE LARGEST AND MOST RESPECTED SCHOOLS OF SOCIAL WORK IN AMERICA. PART OF A PUBLIC UNIVERSITY IN A DIVERSIFIED STATE AND REGION, THE SCHOOL PROMOTES RESEARCH ON SOCIAL WORK SERVICES AND SOCIAL AND ECONOMIC JUSTICE IN ALL OF ITS ACTIVITIES. UMSSW STUDENTS PROVIDE MORE THAN 360,000 HOURS OF SOCIAL WORK SERVICES A YEAR WITHIN THE STATE OF MARYLAND AND SURROUNDING COMMUNITIES. THE STUDENT BODY CONCENTRATION BREAKOUT IS ABOUT 80% CLINICAL AND 20% MACRO (LEADERSHIP, POLICY AND SOCIAL CHANGE), ONE OF THE LARGEST MACRO CONCENTRATION PROGRAMS IN THE COUNTRY. IN ADDITION TO THE SCHOOL'S ACADEMIC SIDE, SSW HAS MULTIPLE COMMUNITY SERVICE PROGRAMS UNDER THE CENTER FOR RESTORATIVE CHANGE, FORMERLY KNOWN AS SWCOS (SOCIAL WORK COMMUNITY OUTREACH SERVICES). THE CENTER FOR RESTORATIVE CHANGE PROVIDES STUDENTS WITH HANDS-ON EXPERIENCE WORKING ON CRITICAL SOCIAL ISSUES IN AN ENCOURAGING, CREATIVE ATMOSPHERE THAT PREPARES THEM TO BE LEADERS IN COMMUNITY SOCIAL WORK; IT PROVIDES THOSE IN NEED WITH QUALITY SERVICES; AND CREATES RESEARCH OPPORTUNITIES TO GENERATE NEW KNOWLEDGE IN SOCIAL WORK PRACTICE. THE SSW ALSO HAS ABOUT $35 MILLION IN ANNUAL RESEARCH AND TRAINING GRANTS. EXPENSES: 1,301,497; GRANTS: 1,001,490; REVENUE: $NONE THE UMB FOUNDATION MANAGES AND INVESTS PRIVATE GIFTS AND/OR PROPERTY FOR THE BENEFIT OF THE UNIVERSITY OF MARYLAND IN BALTIMORE (UMB), FACILITATES FUNDRAISING PROGRAMS AND CONTRIBUTIONS FROM PRIVATE SOURCES, AND ENGAGES IN OTHER ACTIVITIES TO FURTHER EDUCATIONAL, RESEARCH AND SERVICE MISSIONS OF UMB. UMB IS MARYALND'S PUBLIC ACADEMIC HEALTH AND LAW UNIVERSITY DEVOTED TO PROFESSIONAL AND GRADUATE EDUCATION, RESEARCH, PATIENT CARE, AND PUBLIC SERVICE. UMB INCLUDES THE SCHOOLS OF MEDICINE, LAW, PHARMACY, DENTISTRY, NURSING, PUBLIC HEALTH, AND SOCIAL WORK, THE HEALTH SCIENCES & HUMAN SERVICES LIBRARY. USING STATE-OF-THE-ART TECHNOLOGICAL SUPPORT. UMB EDUCATES LEADERS IN HEALTH CARE DELIVERY, BIOMEDICAL SCIENCES, SOCIAL SERVICES, AND LAW. BY CONDUCTING INTERNATIONALLY RECOGNIZED COLLABORATIVE RESEARCH TO CURE DISEASE AND TO IMPROVE THE HEALTH, SOCIAL FUNCTIONING AND TREATMENT OF THE PEOPLE IT SERVES, THE UNIVERSITY FOSTERS ECONOMIC DEVELOPMENT IN THE CITY, STATE AND REGION. UMB IS A MAJOR EMPLOYER IN BALTIMORE, GENERATING $13 IN ECONOMIC ACTIVITY FOR EVERY $1 OF STATE GENERAL FUNDS INVESTED IN FY 2023. UMB WAS AWARDED $663.1 MILLION IN RESEARCH AND GRANT FUNDING. EXPENSES: 2,347,868; GRANTS: 1,135,540; REVENUE: $7,949 |
| FORM 990, PART VI, SECTION B, LINE 11B: | A DRAFT VERSION OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE ORGANIZATION'S BOARD OF TRUSTEES. THIS COMMITTEE REVIEWS THE RETURN. ANY CORRECTIONS OR SUGGESTIONS ARE MADE TO THE DRAFT RETURN. UPON FORMAL APPROVAL BY THIS BODY, THE RETURN IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE BY THE EXTENDED DUE DATE. THE APPROVED FILING IS AVAILABLE TO THE FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE BOARD OF TRUSTEES AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO REVIEW THE CONFLICT-OF-INTEREST POLICY AND COMPLETE A DISCLOSURE FORM ANNUALLY TO INDICATE ANYTHING THAT THEY PERCEIVE TO BE A CONFLICT AS DESCRIBED IN THE POLICY. THE PRESIDENT OF THE ORGANIZATION MAINTAINS A RECORD THAT INDICATES COMPLIANCE WITH THIS POLICY BY EACH BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15: | THE ORGANIZATION HAS NO EMPLOYEES. MEMBERS OF THE ORGANIZATION'S WORKFORCE ARE EMPLOYEES OF THE UNIVERSITY OF MARYLAND, BALTIMORE (UMB). THE ORGANIZATION REIMBURSES THE UNIVERSITY ANNUALLY FOR ITS SHARE OF THE COMPENSATION. UMB IS PART OF THE UNIVERSITY SYSTEM OF MARYLAND, A STATE AGENCY, THEREFORE, COMPENSATION OF OFFICERS AND MEMBERS OF THE ORGANIZATION'S WORKFORCE IS ESTABLISHED, MONITORED, AND GOVERNED BY REGULATIONS AND GUIDELINES IN PLACE FOR ALL STATE OF MARYLAND EMPLOYEES. IN ADDITION, THE ORGANIZATION'S BUDGET WHICH INCLUDES AGGREGATE SALARIES IS REVIEWED BY THE FINANCE COMMITTEE AND FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAINTAINS A PUBLIC DISCLOSURE FILE IN ITS OFFICE WHERE THE BOOKS AND RECORDS ARE MAINTAINED. THIS FILE CONTAINS IRS FORM 1023 APPLICATION OF RECOGNITION OF EXEMPTION AND THE PUBLIC DISCLOSURE VERSION OF IRS FORM 990 RETURN OR ORGANIZATION EXEMPT FROM INCOME TAX FOR THE THREE MOST RECENT FISCAL YEARS. THESE DOCUMENTS PLUS THE ARTICLES OF INCORPORATION BYLAWS, CONFLICT OF INTEREST AND NEPOTISM POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |