2023-05-12T19:52:08-05:00 2022-06-30 412069731 SC&H TAX & ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2021-07-01 521392214 SHEPPARD PRATT PHYSICIANS PA SHEP 4109385401 6501 N CHARLES STREET BALTIMORE MD 21204 KELLY SAVOCA CFO 4109385401 2023-05-09 1 KELLY SAVOCA 999009999 LORI S BURGHAUSER P00370694 4104031500 2023-05-09 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z HARSH K TRIVEDI 6501 N CHARLES STREET BALTIMORE MD 21204 30340593 0 X N/A X 1985 MD PROVIDE BEHAVIORAL HEALTH CARE TO PATIENTS REGARDLESS OF ABILITY TO PAY AND PROVIDE RESIDENCY TRAINING TO MEDICAL PROFESSIONALS. TREAT PATIENTS IN VARIOUS EDUCATIONAL AND OTHER VENUES AND ENGAGE IN RESEARCH ACTIVITIES. 9 0 219 0 0 0 236876 1012993 14455569 17104771 4399 0 11084057 12222829 25780901 30340593 0 0 0 0 29789613 33701006 0 0 0 7336144 6446821 37125757 40147827 -11344856 -9807234 5892387 7363348 12268081 4058571 -6375694 3304777 PROVIDE BEHAVIORAL HEALTH CARE TO PATIENTS REGARDLESS OF ABILITY TO PAY AND PROVIDE RESIDENCY TRAINING TO MEDICAL PROFESSIONALS. TREAT PATIENTS IN VARIOUS EDUCATIONAL VENUES AND ENGAGE IN RESEARCH ACTIVITIES. 0 0 33845952 29323313 PROVIDE BEHAVIORAL HEALTH CARE TO PATIENTS AND RESIDENCY TRAINING TO MEDICAL PROFESSIONALS. 33845952 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 219 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X KELLY SAVOCA 4109385401 6501 NORTH CHARLES STREET BALTIMORE MD 21204 HARSH TRIVEDI MD PRESIDENT AND CEO 1.00 40.00 X X 0 1113020 53172 TODD E PETERS MD VP CHIEF MEDICAL OFFICER 1.00 40.00 X X 0 553074 53113 JENNIFER WEISS-WILKERSON SR VP STRATEGY AND BUSINESS DEV. 1.00 40.00 X 0 433925 52961 LOUIS J MARINO SENIOR PSYCHIATRIST 40.00 1.00 X 406663 0 27246 KELLY SAVOCA VP AND CFO, TREASURER 1.00 40.00 X X 0 397003 27521 KHIZAR KHAN MD SENIOR PSYCHIATRIST 40.00 1.00 X 374840 0 28551 DEEPAK PRABHAKAR SENIOR PSYCHIATRIST 40.00 1.00 X 363143 0 10637 KATHLEEN C HILZENDEGER DIR. PROF. SERVICES, SECRETARY 1.00 40.00 X X 0 170242 13783 DEVI BHUYAN PHD DIR. PSYCHOLOGY, TRUSTEE 40.00 1.00 X 0 101851 8756 EDWARD ZUZARTE PSYCHIATRIST 40.00 1.00 X 410314 0 28491 MARGO D LAUTERBACH SENIOR PSYCHIATRIST 1.00 40.00 X 376314 0 33590 EHSAN U SYED MEDICAL DIRECTOR 40.00 1.00 X 336189 0 20969 BOGLARKA SZABO MEDICAL DIRECTOR 40.00 1.00 X 353760 0 57 ZHIHONG GUO PSYCHIATRIST 40.00 1.00 X 341398 0 10092 SCOTT AARONSON MD DIR. CLINICAL RES. PROG, FORMER TRUSTEE 40.00 1.00 X 319210 0 21378 JASON ADDISON MD FORMER TRUSTEE/CHAIR, SENIOR PSYCH. 40.00 1.00 X 273742 0 12353 FAITH DICKERSON PHD DIR. PSYCH./STANLEY RES., FORMER TRUSTEE 40.00 1.00 X 175939 0 749 SUNIL KHUSHALANI MD MED. DIR. ADULT SERVICES, FORMER TRUSTEE 40.00 1.00 X 68039 0 4921 GERALD A NOLL FORMER TRUSTEE, TREASURER 1.00 40.00 X 0 68802 1483 SUSAN WAIT MD SR. PSYCH., FORMER TRUSTEE 40.00 1.00 X 50487 0 0 3850038 2837917 409823 11 1 1 0 PREMIER HEALTHCARE SERVICES LLC 10110 MOLECULAR DRIVE 101 ROCKVILLE MD 20850 HEALTHCARE IMPROVEMENT SERVICES 169957 WEATHERBY LOCUMS INC 6451 N FEDERAL HWY 800 FORT LAUDERDALE FL 33308 STAFFING SOLUTIONS 140056 ELLEN M MONGAN 6501 N CHARLES STREET TOWSON MD 21204 PSYCHIATRIST 113400 3 390166 622827 1012993 RESIDENTIAL, EDUCATIONAL, OUTPATI 623990 13407567 13407567 CONTRACTUAL PHYSICIAN SERVICE REV 623990 3574863 3574863 CLINICAL TRIALS 623990 121016 121016 MEDICAL STAFF REVENUE 623990 1325 1325 17104771 INTERCORPORATE REVENUE 621990 12218542 12218542 MISCELLANEOUS REVENUE 621990 4287 4287 12222829 30340593 29323313 0 4287 1211080 1019365 191715 1205858 1059142 146716 28059958 26100659 1959299 119005 110810 8195 1289761 1199904 89857 1815344 1677742 137602 300 300 36000 36000 1553217 1455547 97670 24499 24499 801 801 2645 2645 124764 124764 INTERCOMPANY CHARGES 4704595 1219337 3485258 40147827 33845952 6301875 0 838281 363040 149900 1423203 3460418 35580 3595323 3389990 5892387 7363348 3147808 2750797 240605 9120273 1067169 12268081 4058571 X -6375694 3304777 -6375694 3304777 5892387 7363348 X -9807234 19487705 X X 0 1 X 1 0 X 165000 374691 236876 1012993 1789560 16141813 18734574 18661441 14455569 17104771 85098168 16306813 18734574 19036132 14692445 18117764 86887728 0 0 0 86887728 1390 898 432 4399 0 7119 1390 898 432 4399 7119 11417095 10672821 9338123 11084057 12222829 54734925 27725298 29408293 28374687 25780901 30340593 141629772 0.61350 0.61890 0.00010 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INTERCORPORATE RECEIPTS MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM AFFILIATES 3390238 ELKRIDGE HOSPITAL INVESTMENT -248 3389990 DUE TO AFFILIATE 741875 SELF-INSURANCE LIABILITIES 325294 1067169 0 1 0 0 0 0 0 0 0 HARSH TRIVEDI MD PRESIDENT AND CEO 0 1107758 0 0 0 5262 0 52800 0 372 0 1166192 0 0 TODD E PETERS MD VP CHIEF MEDICAL OFFICER 0 548112 0 0 0 4962 0 27800 0 25313 0 606187 0 0 JENNIFER WEISS-WILKERSON SR VP STRATEGY AND BUSINESS DEV. 0 428939 0 0 0 4986 0 27800 0 25161 0 486886 0 0 EDWARD ZUZARTE PSYCHIATRIST 402135 0 0 0 8179 0 0 0 28491 0 438805 0 0 0 LOUIS J MARINO SENIOR PSYCHIATRIST 397980 0 0 0 8683 0 1810 0 25436 0 433909 0 0 0 KELLY SAVOCA VP AND CFO, TREASURER 0 392670 0 0 0 4333 0 27464 0 57 0 424524 0 0 MARGO D LAUTERBACH SENIOR PSYCHIATRIST 369643 0 0 0 6671 0 2800 0 30790 0 409904 0 0 0 KHIZAR KHAN MD SENIOR PSYCHIATRIST 366568 0 0 0 8272 0 2800 0 25751 0 403391 0 0 0 DEEPAK PRABHAKAR SENIOR PSYCHIATRIST 357149 0 0 0 5994 0 2800 0 7837 0 373780 0 0 0 EHSAN U SYED MEDICAL DIRECTOR 333097 0 0 0 3092 0 0 0 20969 0 357158 0 0 0 BOGLARKA SZABO MEDICAL DIRECTOR 346522 0 0 0 7238 0 0 0 57 0 353817 0 0 0 ZHIHONG GUO PSYCHIATRIST 336641 0 0 0 4757 0 2338 0 7754 0 351490 0 0 0 SCOTT AARONSON MD DIR. CLINICAL RES. PROG, FORMER TRUS 310235 0 0 0 8975 0 0 0 21378 0 340588 0 0 0 JASON ADDISON MD FORMER TRUSTEE/CHAIR, SENIOR PSYCH. 268421 0 0 0 5321 0 2587 0 9766 0 286095 0 0 0 KATHLEEN C HILZENDEGER DIR. PROF. SERVICES, SECRETARY 0 168681 0 0 0 1561 1655 0 0 12128 1655 182370 0 0 FAITH DICKERSON PHD DIR. PSYCH./STANLEY RES., FORMER TRU 169940 0 0 0 5999 0 0 0 749 0 176688 0 0 0 SUNIL KHUSHALANI MD MED. DIR. ADULT SERVICES, FORMER TRU 66399 0 0 0 1640 0 0 0 4921 0 72960 0 0 0 GERALD A NOLL FORMER TRUSTEE, TREASURER 0 68683 0 0 0 119 0 0 0 1483 0 70285 0 0 SUSAN WAIT MD SR. PSYCH., FORMER TRUSTEE 50487 0 0 0 0 0 0 0 0 0 50487 0 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON SHEPPARD PRATT HEALTH SYSTEM, INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS. PART I, LINE 4B DURING CALENDAR YEAR 2021, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S 457(F) PLAN: HARSH TRIVEDI $ 50,000 KELLY SAVOCA $ 25,000 TODD PETERS $ 25,000 JENNIFER W. WILKERSON $ 25,000 PATRICIA L CARLSON FAMILY 279040 THE ORGANIZATION EMPLOYED MS. CARLSON AS A PHYSICIAN DURING THE FISCAL YEAR. MS. CARLSON IS THE SISTER OF MS. HILZENDEGER, A BOARD MEMBER. 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS ULTIMATELY CONTROLLED BY THE SHEPPARD AND ENOCH PRATT FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SHEPPARD AND ENOCH PRATT FOUNDATION, INC. HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE SHEPPARD AND ENOCH PRATT FOUNDATION, INC. HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT AND REMOVE BOARD MEMBERS. THEY ALSO HOLD THE RIGHT TO APPROVE CERTAIN SELECT TRANSACTIONS OF ITS SUBSIDIARIES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. REVIEWS THE FORM 990 AT THE APRIL MEETING. FOLLOWING FINANCE COMMITTEE REVIEW OF THE FORM 990, THE FORM 990 IS POSTED TO THE SHEPPARD PRATT WEBSITE PORTAL FOR THE BOARD OF DIRECTORS REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL TRUSTEES AND KEY EXECUTIVE PERSONNEL TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CFO WHO SUMMARIZES THE REPORTED CONFLICTS. THIS INFORMATION IS THEN PRESENTED TO THE CEO AND THE CHAIRMAN OF THE BOARD FOR REVIEW. IF IN THE NORMAL COURSE OF CONDUCTING A BOARD MEETING, AN AGENDA TOPIC IS DETERMINED TO PRESENT A CONFLICT OF INTEREST, THE INTERESTED BOARD MEMBER IS REQUIRED TO DISQUALIFY HIM OR HERSELF FROM ANY FURTHER DISCUSSION ON THE MATTER. THE CHAIRPERSON WILL SELECT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION THAT POSES THE POTENTIAL CONFLICT. IF AFTER EXERCISING DUE DILIGENCE THE BOARD DETERMINES THAT IT IS UNABLE TO SECURE A MORE ADVANTAGEOUS TRANSACTION WITH AN ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE WHETHER OR NOT TO ENTER INTO THE TRANSACTION, IF IT IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF THE CEO AND TOP MANAGEMENT ARE REVIEWED BY THE EMPLOYEE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. THIS COMMITTEE IS COMPRISED OF INDEPENDENT TRUSTEES. THE TRUSTEES REVIEW COMPENSATION FOR REASONABLENESS. THEY USE COMPARATIVE INDUSTRY DATA AND FORM 990S OF OTHER ORGANIZATIONS IN THEIR REVIEW PROCESS. THE PROCESS FOR EMPLOYEE COMPENSATION INCLUDES DEVELOPMENT OF COMPENSATION RECOMMENDATIONS BASED ON MARKET SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA AS WELL AS WRITTEN EMPLOYMENT CONTRACTS. THE SALARY INFORMATION FOR THIS GROUP IS OBTAINED BY A CONSULTANT THAT IS ENGAGED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS CONSULTANT USES CURRENT MARKET COMPENSATION SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA TO MAKE RECOMMENDATIONS. THE RECOMMENDATIONS ARE THEN PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE FOR APPROVAL. THE EXECUTIVE COMPENSATION COMMITTEE REPORTS THAT COMPENSATION WAS APPROVED TO THE FULL BOARD. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND OTHER POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATE 19,487,705. FORM 990, PART XII, LINE 2C THE PARENT ENTITY, SHEPPARD AND ENOCH PRATT FOUNDATION, INC., HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SHEPPARD & ENOCH PRATT FOUNDATION INC PO BOX 6815 BALTIMORE MD 21285 521357109 CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS MD 501(C)(3) 7 N/A 0 SHEPPARD PRATT HEALTH SYSTEM INC PO BOX 6815 BALTIMORE MD 21285 520591684 PROVIDES INPATIENT/OUTPATIENT CARE, EDUC. SVCS & RESID. SVCS MD 501(C)(3) 3 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT INVESTMENT INC PO BOX 6815 BALTIMORE MD 21285 521388935 HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES MD 501(C)(3) 12A SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 MOSAIC COMMUNITY SERVICES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521338141 PROVIDES THERAPEUTIC RESIDENTIAL, REHAB, & SUPPORT SERVICES MD 501(C)(3) 7 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 WAY STATION INC PO BOX 3826 FREDERICK MD 21705 521162749 PROVIDES REHABILIATION AND TREATMENT SERVICES MD 501(C)(3) 7 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 FAMILY SERVICES INC 610 EAST DIAMOND AVENUE GAITHERSBURG MD 20877 520730225 FOSTER HEALTHY FAMILIES THROUGH EDUCATION, BEHAVIORAL HEALTH SERVICES MD 501(C)(3) 7 SHEPPARD AND ENOCH PRATT FOUNDATION INC 0 REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521849336 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 020650286 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 ALLIANCE INC 8003 CORPORATE DRIVE NOTTINGHAM MD 21236 521277262 EDUC., VOC., & RESID. SERVICES FOR INDIVIDUALS WITH DISABILITIES MD 501(C)(3) 7 MOSAIC COMMUNITY SERVICES INC 0 WAY STATION FOUNDATION INC 230 W PATRICK ST PO BOX 3826 FREDERICK MD 21705 521857765 SOLICIT AND ACCEPT FUNDS AND PROPERTY TO SUPPORT AFFILIATED ORGANIZATION MD 501(C)(3) 7 WAY STATION INC 0 BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC PO BOX 6815 BALTIMORE MD 21285 522125435 OUTPATIENT PSYCHIATRIC AND BEHAVIORAL MEDICINE MD 501(C)(3) 3 MOSAIC COMMUNITY SERVICES INC 0 SHEPPARD PRATT PREFERRED RESOURCES INC 6501 N CHARLES STREET TOWSON MD 21285 521757742 INACTIVE MD C 0 SHEPPARD PRATT ASSURANCE COMPANY LLC CARIBBEAN PLAZA 2ND FLOOR NORTH B GEORGE TOWN CJ KYL-1102 981668282 INSURANCE CJ N/A C 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 SCHEDULE R, PART II: WAY STATION, INC., MOSAIC COMMUNITY SERVICES, INC. AND FAMILY SERVICES, INC. WORK WITH NUMEROUS HUD ENTITIES TO CARRY OUT THEIR EXEMPT PURPOSES. WHILE THERE IS BOARD OVERLAP THE ULTIMATE CONTROL RESIDES WITH THE HUD ENTITIES. AS SUCH THE HUD ENTITIES ARE NOT LISTED ON SHEPPARD PRATT PHYSICIANS, P.A.'S SCHEDULE R. HUD ENTITIES ARE REFLECTED ON THE SCHEDULE R OF WAY STATION, INC., MOSAIC COMMUNITY SERVICES, INC. AND FAMILY SERVICES, INC.