2025-05-12T19:00:23-05:00 2024-06-30 412069731 SC&H TAX ADVISORY SERVICES LLC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2023-07-01 520730225 FAMILY SERVICES INC FAMI 3018402000 6501 N CHARLES STREET BALTIMORE MD 21204 KELLY SAVOCA SVP AND CFO 3018402000 2025-05-01 1 1 LORI S BURGHAUSER P00370694 4104031500 2025-05-01 2023 2025-03-06 01:10:19Z X KELLY SAVOCA 6501 N CHARLES STREET BALTIMORE MD 21204 37836861 0 X HTTPS://WWW.SHEPPARDPRATT.ORG/ X 1908 MD PROVIDING COMMUNITY-BASED OUTPATIENT BEHAVIORAL HEALTH, RESIDENTIAL REHABILITATION AND SOCIAL SERVICES AS PART OF SHEPPARD PRATT CONTINUUM OF CARE. 4 1 536 1 0 0 6994756 5714972 30523681 31728122 26306 333662 20755 29788 37565498 37806544 0 0 0 0 24468522 23565843 0 0 0 11673974 13250241 36142496 36816084 1423002 990460 27518770 21796162 16111241 9397173 11407529 12398989 X FAMILY SERVICES, INC., A SUBSIDIARY OF SHEPPARD PRATT, A NOT-FOR-PROFIT BEHAVIORAL HEALTH SYSTEM, IS DEDICATED TO IMPROVING THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES BY COMPASSIONATELY SERVING THEIR MENTAL HEALTH, ADDICTION, SPECIAL EDUCATION, AND COMMUNITY SUPPORT NEEDS. 0 0 20030899 17308420 FAMILIES AND COMMUNITIES: PROVIDES INTENSIVE TREATMENT AND SUPPORT SERVICES TO CHILDREN AND ADOLESCENTS WITH MENTAL HEALTH NEEDS AND THEIR FAMILIES. 7087856 10389477 REHABILITATION AND RECOVERY SERVICES: PROVIDES RESIDENTIAL AND REHABILITATION SUPPORT, LIVING SKILLS, AND VOCATIONAL SERVICES TO ADULTS WITH SERIOUS MENTAL ILLNESS AND DEVELOPMENTAL DISABILITIES. 3698012 4060013 COMMUNITY TREATMENT: PROVIDES COMPREHENSIVE OUTPATIENT MENTAL HEALTH SERVICES TO ADULTS, ADOLESCENTS, AND CHILDREN. 30816767 1 1 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 1 1 1 0 0 1 113 0 536 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 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 TOWSON MD 21204 HARSH TRIVEDI MD MBA PRESIDENT AND CEO 1.00 40.00 X 0 1534067 52957 JEFFREY W RICHARDSON VP AND COO COMM SERV (PART YEAR) 1.00 40.00 X X 0 658254 36509 KELLY SAVOCA SVP AND CFO 1.00 40.00 X X 0 653385 2957 GREG GATTMAN VP AND COO HOSPITALS 1.00 40.00 X 0 549965 54961 ANTONIO SIMPKINS BOARD MEMBER 1.00 1.00 X 0 0 0 KARLA HOFFMAN CHIEF, FAMILIES & COMMUNITIES 40.00 0.00 X 175121 0 22775 JENNIFER CARBERRY DIRECTOR OPS OUTPATIENT BEHAV HEALTH 40.00 0.00 X 131591 0 28976 IRAINA E BRIGANTY PROGRAM DIRECTOR 40.00 0.00 X 111827 0 22576 KATIE A SHOWERS DIVISION DIRECTOR 40.00 0.00 X 118914 0 900 ASHLEY VOID PROGRAM DIRECTOR 40.00 0.00 X 109341 0 943 646794 3395671 223554 6 0 1 0 PMM COMPANIES INC 15938 DERWOOD ROAD ROCKVILLE MD 20855 JANITORIAL SERVICES 274361 THE TRAUMA CENTER 11110 INNSBROOK WAY IJAMSVILLE MD 21754 PROVIDER TRAINING 218300 BRIAN KEILSON 760 QUINCE ORCHARD BLVD UNIT T2 GAITHERSBURG MD 20878 REMODELING SERVICES 177435 ENTERPRISE FM TRUST 701 WEDEMAN AVE LINTHICUM HEIGHTS MD 21090 FLEET MANAGEMENT 143813 ID FIVE LLC 800 N CHARLES ST 3RD FLOOR BALTIMORE MD 21201 ADVERTISING SERVICES 136400 6 4636828 1078144 5714972 FAMILY & COMMUNITIES SERVICES 621400 16821347 16821347 REHABILITATION & RECOVERY SERVICE 623990 10389477 10389477 COMMUNITY TREATMENT SERVICES 621400 4060013 4060013 OTHER CONTRACT REVENUE 621400 344651 344651 OTHER PROGRAM SERVICES 621400 112634 112634 31728122 63979 63979 300000 30317 269683 269683 269683 HUD MANAGEMENT FEE 900099 29788 29788 29788 37806544 31757910 0 333662 19980459 19659856 320603 765005 569243 195762 1101778 1085908 15870 1718601 1584188 134413 18274 2582 15692 125031 125031 2761320 2618087 143233 131135 130838 297 534743 453922 80821 433398 275260 158138 2093525 1951123 142402 212403 210605 1798 112921 112921 109926 98306 11620 695787 527225 168562 235728 232863 2865 INTERCORPORATE CHARGES 4457967 4457967 CLIENT ASSISTANCE 897906 888994 8912 FOOD PROGRAM 316048 315364 684 VEHICLE EXPENSE 68413 63786 4627 45716 35696 10020 36816084 30816767 5999317 0 5244231 2000194 2254729 1014793 6209292 5367010 407216 146081 20324444 10251275 10026499 10073169 44000 44000 3332803 3150915 27518770 21796162 3905416 4665689 1299412 1039337 2971748 0 1824746 0 6109919 3692147 16111241 9397173 X 8910678 9989897 2496851 2409092 11407529 12398989 27518770 21796162 X 990460 1000 X X 0 1 X 1 1 1 X 4395912 4429926 5341734 6994756 5714972 26877300 4395912 4429926 5341734 6994756 5714972 26877300 26877300 494 15541 26306 63979 106320 66763 5926 72689 27056309 136168956 0.99340 0.99550 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 66,763. 2022 AMOUNT: $ 5,926. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1871066 1871066 14450027 7276283 7173744 1221050 786441 434609 1886198 1724808 161390 896103 463743 432360 10073169 DUE FROM AFFILIATE 1253553 OPERATING LEASE- RIGHT OF USE ASSET, NET OF ACC AMORT. 1897362 3150915 DEPOSITS 22978 DUE TO AFFILIATES 1044489 LONG TERM LEASE DEPOSIT 82778 SELF INSURANCE 442070 RIGHT OF USE LEASE LIABILITY 2099832 3692147 0 1 0 0 0 0 0 1 0 HARSH TRIVEDI MD MBA PRESIDENT AND CEO 0 1184905 0 322245 0 26917 0 52900 0 57 0 1587024 0 0 JEFFREY W RICHARDSON VP AND COO COMM SERV (PART YEAR) 0 482251 0 93744 0 82259 0 2900 0 33609 0 694763 0 50000 KELLY SAVOCA SVP AND CFO 0 498679 0 99603 0 55103 0 2900 0 57 0 656342 0 0 GREG GATTMAN VP AND COO HOSPITALS 0 434639 0 85932 0 29394 0 27900 0 27061 0 604926 0 0 KARLA HOFFMAN CHIEF, FAMILIES & COMMUNITIES 172725 0 0 0 2396 0 1756 0 21019 0 197896 0 0 0 JENNIFER CARBERRY DIRECTOR OPS OUTPATIENT BEHAV HEALTH 130312 0 0 0 1279 0 1340 0 27636 0 160567 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 2023, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S SUPPLEMENTAL EXECUTIVE DEFERRED COMPENSATION PLAN ("SERP"): HARSH TRIVEDI, MD, MBA $50,000 JEFFREY RICHARDSON $25,000 GREG GATTMAN $25,000 KELLY SAVOCA $25,000 DURING THE CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S SERP PLAN: JEFFREY RICHARDSON $75,709 KELLY SAVOCA $28,321 PART I, LINE 7 TOP MANAGEMENT COMPENSATION INCLUDES AN ANNUAL INCENTIVE PLAN THAT PROVIDES ADDITIONAL COMPENSATION BASED ON THE ACHIEVEMENT OF ORGANIZATIONAL GOALS AND METRICS INCLUDING FINANCIAL AND NON-FINANCIAL MEASURES. THE PLAN IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SHEPPARD PRATT HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS AN OPERATING SUBSIDIARY OF THE SHEPPARD AND ENOCH PRATT FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SHEPPARD & ENOCH PRATT FOUNDATION HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE SHEPPARD & ENOCH PRATT FOUNDATION HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT AND REMOVE BOARD MEMBERS. THE FOUNDATION ALSO HOLDS THE RIGHT TO APPROVE CERTAIN SELECT TRANSACTION 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'S 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: TRANSFERS FROM AFFILIATES 1,000. FORM 990, PAGE 12, 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 6501 N CHARLES STREET BALTIMORE MD 21204 521357109 CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS MD 501(C)(3) 7 N/A 0 SHEPPARD PRATT HEALTH SYSTEM INC 6501 N CHARLES STREET BALTIMORE MD 21204 520591684 PROVIDES INPATIENT/OUTPATIENT CARE, EDUC SVCS & RESID SVCS MD 501(C)(3) 3 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT INVESTMENT INC 6501 N CHARLES STREET BALTIMORE MD 21204 521388935 HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES MD 501(C)(3) 12A SHEPPARD & ENOCH PRATT FOUNDATION INC 0 MOSAIC COMMUNITY SERVICES INC 6501 N CHARLES STREET BALTIMORE MD 21204 521338141 PROVIDES THERAPEUTIC RESIDENTIAL, REHAB & SUPPORT SERVICES MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 WAY STATION INC 6501 N CHARLES STREET BALTIMORE MD 21204 521162749 PROVIDES REHABILITATION & TREATMENT SVCS MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT PHYSICIANS PA 6501 N CHARLES STREET BALTIMORE MD 21204 521392214 PROVIDE HEALTHCARE TO PATIENTS & RESIDENCY TRNG TO MED PRO'S MD 501(C)(3) 10 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 6501 N CHARLES STREET BALTIMORE MD 21204 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 6501 N CHARLES STREET BALTIMORE MD 21204 020650286 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 0 ALLIANCE INC 6501 N CHARLES STREET BALTIMORE MD 21204 521277262 OFFER EDUC, VOC & RESID SVCS FOR INDIVIDUALS W/ DISABILITIES MD 501(C)(3) 7 MOSAIC COMMUNITY SERVICES INC 0 CENTENNIAL HOUSING INC 610 E DIAMOND AVE SUITE 100 GAITHERSBURG MD 20877 264463089 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 FAMILY SERVICES INC 1 NEXT STEP HOUSING INC 610 E DIAMOND AVE SUITE 100 GAITHERSBURG MD 20877 522023197 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 FAMILY SERVICES INC 1 MONTGOMERY HOUSING INC 610 E DIAMOND AVE SUITE 100 GAITHERSBURG MD 20877 522159657 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 FAMILY SERVICES INC 1 ESPERANCE HOMES INC 610 E DIAMOND AVE SUITE 100 GAITHERSBURG MD 20877 311774943 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 FAMILY SERVICES INC 1 GUIDE-NASHVILLE HOMES INC 610 E DIAMOND AVE SUITE 100 GAITHERSBURG MD 20877 562638041 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 FAMILY SERVICES INC 1 GUIDE-MARYWOOD HOUSE INC 610 E DIAMOND AVE SUITE 100 GAITHERSBURG MD 20877 753002389 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 FAMILY SERVICES INC 1 GUIDE-TREXLER HOUSE INC 610 E DIAMOND AVE SUITE 100 GAITHERSBURG MD 20877 522287796 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 FAMILY SERVICES INC 1 BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC 6501 N CHARLES STREET BALTIMORE MD 21204 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 BALTIMORE MD 21204 521757742 INACTIVE MD N/A 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 OMNI HOUSE INC 6501 N CHARLES STREET BALTIMORE MD 21204 521226449 RENTAL FACILITIES FOR MENTAL HEALTH MD N/A C 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 1 SHEPPARD PRATT HEALTH SYSTEM O 2186058 FMV SHEPPARD PRATT HEALTH SYSTEM K 773162 FMV SHEPPARD PRATT HEALTH SYSTEM P 1491547 FMV 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 PURPOSE. WHILE THERE IS BOARD OVERLAP THE ULTIMATE CONTROL RESIDES WITH HUD. HUD ENTITIES ARE REFLECTED ON THE SCHEDULE R OF WAY STATION INC., MOSAIC COMMUNITY SERVICES INC. AND FAMILY SERVICES INC.