SHORE HEALTH SYSTEM INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHORE HEALTH SYSTEM INC (EIN 52-0610538)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202101349349300930
- Schema version
- 2019v5.0
- 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 C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T09:39:13-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ernst & Young US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 New York Avenue NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520610538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shore Health System Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHOR | BusinessNameControlTxt |
| Phone | 4108221000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 South Washington Street | AddressLine1Txt |
| City | Easton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE HAHEY | PersonNm |
| Person Title | SVP FINANCE AND CFO | PersonTitleTxt |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Justin J Lowe | PreparerPersonNm |
| PTIN | P01866796 | PTIN |
| Phone | 2023276000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH KOZEL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 South Washington Street | AddressLine1Txt |
| City | Easton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $301,267,810 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMMS.ORG/SHORE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SHORE HEALTH SYSTEM (SHS) IS A REGIONAL, NOT-FOR-PROFIT NETWORK OF INPATIENT AND OUTPATIENT SERVICES WITH FACILITIES IN TALBOT, DORCHESTER, CAROLINE, AND QUEEN ANNE'S COUNTIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 1925 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $470,784 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,553,452 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,349,664 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $266,167,062 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $257,011,235 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,118,194 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,293,120 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,434,514 | PYOtherRevenueAmt |
| CY Other Revenue | $587,647 | CYOtherRevenueAmt |
| PY Total Revenue | $276,273,222 | PYTotalRevenueAmt |
| CY Total Revenue | $280,241,666 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $71,375 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $109,042,533 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $105,424,928 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $129,525,037 | PYOtherExpensesAmt |
| CY Other Expenses | $129,887,180 | CYOtherExpensesAmt |
| PY Total Expenses | $238,638,945 | PYTotalExpensesAmt |
| CY Total Expenses | $235,362,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $37,634,277 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $44,879,558 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $435,584,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,390,749 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $146,793,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $210,825,569 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $288,790,515 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $296,565,180 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO CREATE HEALTHIER COMMUNITIES TOGETHER, AND PROVIDE OUR VISION TO BE THE REGION'S LEADER IN PATIENT CENTERED HEALTH CARE. OUR GOAL IS TO PROVIDE QUALITY HEALTH CARE SERVICES THAT ARE COMPREHENSIVE, ACCESSIBLE, AND CONVENIENT AND THAT ADDRESS THE NEEDS OF OUR PATIENTS, THEIR FAMILIES AND OUR WIDER COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $190,891,904 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $258,118,359 | RevenueAmt |
| Desc | SHS IS A 169 LICENSED BED COMMUNITY HOSPITAL PROVIDING A FULL RANGE OF INPATIENT AND OUTPATIENT CLINICAL SERVICES TO THE MARYLAND MID-SHORE AREA; INCLUDING GENERAL HOSPITAL, EMERGENCY, AND SPECIALIZED SERVICES AS WELL AS OUTPATIENT CENTERS FOR PRIMARY CARE, DIAGNOSTICS, TREATMENT, EDUCATION, AND REHABILITATION. SHS OFFERS FREE EDUCATION PROGRAMS AND SERVICES TO PROMOTE HEALTH AWARENESS IN THE COMMUNITY. DURING FY 2020, SHS PROVIDED CARE FOR 7,826 INPATIENTS RESULTING IN 34,912 DAYS OF PATIENT CARE, TREATED 58,537 PATIENTS IN THE ER, AND PERFORMED 7,881 SURGERIES IN THE OR. SHS' ANCILLARY SERVICE DEPARTMENTS REALIZED 199,199 OUTPATIENT ENCOUNTERS. HOME HEALTH/HOSPICE SERVICES WERE PROVIDED TO 834 PATIENTS IN 9,092 NURSING VISITS. SHS' MISSION STATEMENT IS "TO EXCEL IN QUALITY CARE AND PATIENT SATISFACTION". ITS STRATEGIC PRINCIPLE IS "EXCEPTIONAL CARE, EVERY DAY", AND ITS VALUES STATEMENT IS "EVERY INTERACTION WITH ANOTHER IS AN OPPORTUNITY TO CARE". AS A PART OF ITS MISSION, SHS PROVIDES CHARITY CARE TO PATIENTS UNABLE TO PAY, PROVIDING MORE THAN $3.3 MILLION OF CHARITY CARE IN FY 2020. | Desc |
| Total Program Service Expenses | $190,891,904 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1925 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANNE HAHEY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108221000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 SOUTH WASHINGTON ST | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Keith McMahan | |||||||||
| Chairman | 1.0 | 6.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kenneth D Kozel | |||||||||
| President and CEO | 40.0 | 7.0 | Yes (X) | Yes (X) | $841,544 | $0 | $21,555 | ||
| Richard Loeffler | |||||||||
| Vice Chairman | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Art Cecil III | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles Capute | |||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles MacLeod | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| David Milligan | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Eugene Newmier DO | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Glenn L Wilson | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| J Wayne Howard | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| John W Ashworth III | |||||||||
| Director (Ended 11/19) | 1.0 | 59.0 | Yes (X) | $0 | $1,717,490 | $37,155 | |||
| Kathy Deoudes | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Marlene Feldman | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Mohan Suntha MD | |||||||||
| Director | 1.0 | 59.0 | Yes (X) | $0 | $2,102,885 | $40,902 | |||
| Ona Kareiva MD | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Samuel Shoge | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Satchell | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Stauch MD | |||||||||
| Director | 1.0 | 43.0 | Yes (X) | $0 | $868,410 | $68,034 | |||
| Tom Seip | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Wayne L Gardner Sr | |||||||||
| Director | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| William B Noll | |||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| JoAnne R Hahey | |||||||||
| SVP Finance, CFO and Treasurer | 40.0 | 7.0 | Yes (X) | $648,781 | $0 | $42,777 | |||
| Pamela Addy | |||||||||
| Secretary | 40.0 | 3.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Frank | |||||||||
| COO | 40.0 | 0 | Yes (X) | $584,156 | $0 | $32,155 | |||
| Ruth A Jones | |||||||||
| SVP & CNO | 40.0 | 0 | $272,069 | $0 | $19,535 | Yes (X) | |||
| William E Huffner MD | |||||||||
| CMO | 40.0 | 1.0 | $535,907 | $0 | $33,491 | Yes (X) | |||
| Diane R Murphy | |||||||||
| Chief Quality Officer | 40.0 | 0 | $208,844 | $0 | $31,902 | Yes (X) | |||
| Francis G Lee | |||||||||
| VP Philanthropy | 40.0 | 1.0 | $252,481 | $0 | $28,391 | Yes (X) | |||
| Kevin Chapple | |||||||||
| Manager Allied Clinical | 40.0 | 0 | $175,247 | $0 | $6,595 | Yes (X) | |||
| Nichole L Hill | |||||||||
| Physicist | 40.0 | 0 | $190,345 | $0 | $34,863 | Yes (X) | |||
| Patti K Willis | |||||||||
| VP External Relations | 40.0 | 0 | $321,484 | $0 | $30,396 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,030,858 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,688,785 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $427,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 72 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| MD EMERGENCY MEDICINE NETWORK | |||||
| 110 SOUTH PACA STREET | BALTIMORE | MD | 21201 | PHYSICIAN SVCS | $3,640,524 |
| SHORE-BAYY HOSPITALITS ASSOC | |||||
| 7651 WOODLAND DRIVE | EASTON | MD | 21601 | PHYSICIAN SVCS | $2,844,286 |
| TIDEWATER ANESTHESIA ASSOC | |||||
| PO BOX 824639 | PHILADELPHIA | PA | 19182 | ANESTHESIA SVCS | $1,920,632 |
| ARAMARK CORPORATION | |||||
| 27310 NETWORK PLACE | CHICAGO | IL | 60673 | NUTRITIONAL SERVICES | $1,641,054 |
| AYA HEALTHCARE INC | |||||
| PO BOX 123519 | DALLAS | TX | 75312 | HEALTHCARE SERVICES | $1,361,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 79 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,333,700 | RelatedOrganizationsAmt |
| Government Grants | $17,776,522 | GovernmentGrantsAmt |
| All Other Contributions | $239,442 | AllOtherContributionsAmt |
| Total Contributions | $20,349,664 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENUE | Desc |
| Business | 622110 | BusinessCd |
| Total Revenue Column | $257,011,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,011,235 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $257,011,235 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $840,839 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $840,839 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,456,568 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,115,003 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,658,435 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,658,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,658,435 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,466,382 | SecuritiesAmt |
| Other | $897,040 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,647,197 | SecuritiesAmt |
| Other | $263,944 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $819,185 | SecuritiesAmt |
| Other | $633,096 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,452,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,452,281 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| CAFETERIA SALES | 722514 | $651,998 | $0 | $0 | $651,998 |
| JOINT VENTURE REVENUE | 621990 | $243,058 | -$227,726 | $470,784 | $0 |
| All other Revenue | 900099 | $1,351,026 | $1,334,850 | $16,176 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,246,082 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,241,666 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $258,118,359 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $470,784 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,302,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,882,457 | TotalAmt |
| Program Services | $807,976 | ProgramServicesAmt |
| Management And General | $2,074,481 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,705,846 | TotalAmt |
| Program Services | $57,042,285 | ProgramServicesAmt |
| Management And General | $24,663,561 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,781,426 | TotalAmt |
| Program Services | $1,941,830 | ProgramServicesAmt |
| Management And General | $839,596 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,147,806 | TotalAmt |
| Program Services | $8,480,894 | ProgramServicesAmt |
| Management And General | $3,666,912 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,907,393 | TotalAmt |
| Program Services | $4,124,199 | ProgramServicesAmt |
| Management And General | $1,783,194 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,846 | TotalAmt |
| Program Services | $91,349 | ProgramServicesAmt |
| Management And General | $39,497 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $1,396 | ProgramServicesAmt |
| Management And General | $604 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,678 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,678 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,899,061 | TotalAmt |
| Program Services | $46,899,061 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,561 | TotalAmt |
| Program Services | $1,090 | ProgramServicesAmt |
| Management And General | $471 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,645 | TotalAmt |
| Program Services | $846,597 | ProgramServicesAmt |
| Management And General | $366,048 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,829,652 | TotalAmt |
| Program Services | $3,371,783 | ProgramServicesAmt |
| Management And General | $1,457,869 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,119 | TotalAmt |
| Program Services | $57,331 | ProgramServicesAmt |
| Management And General | $24,788 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,451 | TotalAmt |
| Program Services | $57,564 | ProgramServicesAmt |
| Management And General | $24,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,603,838 | TotalAmt |
| Program Services | $2,515,991 | ProgramServicesAmt |
| Management And General | $1,087,847 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,873,561 | TotalAmt |
| Program Services | $12,478,284 | ProgramServicesAmt |
| Management And General | $5,395,277 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,718,397 | TotalAmt |
| Program Services | $2,998,268 | ProgramServicesAmt |
| Management And General | -$279,871 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $33,405,948 | $33,405,948 | $0 | $0 |
| BAD DEBT | $8,059,395 | $8,059,395 | $0 | $0 |
| REPAIRS & MAINTENANCE | $4,519,093 | $3,154,969 | $1,364,124 | $0 |
| RECRUITMENT | $1,830,821 | $1,278,173 | $552,648 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,625,114 | TotalAmt |
| Program Services | $3,227,521 | ProgramServicesAmt |
| Management And General | $1,397,593 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,362,108 | TotalAmt |
| Program Services | $190,891,904 | ProgramServicesAmt |
| Management And General | $44,470,204 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $87,350,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,553,398 | BOYAmt |
| EOY | $21,614,390 | 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 |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,345,728 | BOYAmt |
| EOY | $3,759,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,744,136 | BOYAmt |
| EOY | $1,350,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $331,481,506 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $211,778,882 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,616,499 | BOYAmt |
| EOY | $119,702,624 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,398,211 | BOYAmt |
| EOY | $50,959,908 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,261,000 | BOYAmt |
| EOY | $55,627,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,665,324 | BOYAmt |
| EOY | $167,026,511 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,584,296 | BOYAmt |
| EOY | $507,390,749 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,797,745 | BOYAmt |
| EOY | $26,114,008 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,557 | BOYAmt |
| EOY | $541,462 | 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 | $6,104,140 | BOYAmt |
| EOY | $5,293,726 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,993,339 | BOYAmt |
| EOY | $178,876,373 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,793,781 | BOYAmt |
| EOY | $210,825,569 | 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 | $253,340,833 | BOYAmt |
| EOY | $256,023,048 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,449,682 | BOYAmt |
| EOY | $40,542,132 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,790,515 | BOYAmt |
| EOY | $296,565,180 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,584,296 | BOYAmt |
| EOY | $507,390,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $44,879,558 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,027,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$38,132,519 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $10,678 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $10,678 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | SHS PAYS MEMBERSHIP DUES TO THE MARYLAND HOSPITAL ASSOCIATION (MHA) AND THE AMERICAN HOSPITAL ASSOCIATION (AHA). MHA AND AHA ENGAGE IN MANY SUPPORT ACTIVITIES INCLUDING LOBBYING AND ADVOCATING FOR THEIR MEMBER HOSPITALS. THE MHA AND AHA REPORTED THAT 3.08% AND 23.32% OF MEMBER DUES WERE USED FOR LOBBYING PURPOSES AND AS SUCH, SHS HAS REPORTED THIS AMOUNT ON SCHEDULE C PART II-B AS LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,956,347 | OtherCostOrOtherBasisAmt |
| Book Value | $14,956,347 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,527,538 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,624,000 | DepreciationAmt |
| Book Value | $60,903,538 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,041,660 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,950,077 | DepreciationAmt |
| Book Value | $25,091,583 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,955,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,204,805 | DepreciationAmt |
| Book Value | $18,751,156 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,702,624 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $55,627,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $55,627,000 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (11 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS OF RELATED ORGANIZATION | $83,232,737 |
| ASSETS WHOSE USE IS LIMITED | $5,129,751 |
| MALPRACTICE REINSURANCE | $3,644,612 |
| TERRAPIN REINSURANCE | $0 |
| OTHER RECEIVABLES | $3,548,392 |
| DUE FROM AFFILIATES | $11,343,802 |
| Investment in subsidiaries | $191,401 |
| Construction funds | $20,132,000 |
| Investments held for collateral | $4,117,985 |
| Escrow | $0 |
| LT Asset Financing Lease | $35,685,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $167,026,511 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $68,651,098 |
| OTHER LIABILITIES | $1,234,426 |
| MALPRACTICE | $0 |
| Credit Balance | $888,584 |
| ADVANCES FROM 3RD PARTY PAYORS | $70,664,518 |
| LT Liability Financing Lease | $37,437,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $178,876,373 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | MEMORIAL HOSPITAL FOUNDATION ENDOWMENT FUNDS ARE USED TO SUPPORT THE HEALTHCARE MISSION OF SHS. INVESTMENT EARNINGS ON THE ENDOWMENT FUND ARE TRANSFERRED TO TEMPORARILY RESTRICTED AND UNRESTRICTED FUNDS IN SUPPORT OF THE ORGANIZATION'S TAX EXEMPT MISSION. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,336,783 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $3,336,783 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0147 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $3,336,783 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,336,783 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0147 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,017,423 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,216,256 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,801,167 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0079 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $47,790 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $47,790 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $33,930,874 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $33,930,874 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1493 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $91,672 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $91,672 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0004 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $39,087,759 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,216,256 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $35,871,503 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1578 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $42,424,542 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $3,216,256 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $39,208,286 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1725 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,628 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,628 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,685 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,685 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $48,021 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $48,021 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,096 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,096 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,287 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,287 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $319 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $319 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $73,036 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $73,036 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0003 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $7,488,790 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $117,457,075 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $90,675,750 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $26,781,325 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE MEMORIAL HOSPITAL AT EASTON | ||||||||||
| 1 | 219 S WASHINGTON STREET | EASTON | MD | 21601 | WWW.UMMS.ORG/SHORE | 20-003 | Yes (X) | Yes (X) | Yes (X) | A |
| DORCHESTER GENERAL HOSPITAL | ||||||||||
| 2 | 300 BYRN STREET | CAMBRIDGE | MD | 21613 | WWW.UMMS.ORG/SHORE | 09-002 | Yes (X) | Yes (X) | Yes (X) | A |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | https://www.umms.org/shore/community | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.umms.org/shore/community | StrategyWebsiteURLTxt |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.0 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.0 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | https://www.umms.org/shore/community | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | https://www.umms.org/shore/community | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | https://www.umms.org/shore/community | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3E | FACILITY NAME REPORTING GROUP A: THE SIGNIFICANT HEALTH NEEDS ARE A PRIORITIZED DESCRIPTION OF THE SIGNIFICANT HEALTH NEEDS OF THE COMMUNITY AND IDENTIFIED THROUGH THE CHNA. |
| Schedule H, Part V, Section B, Line 5 Facility A, 1 | Facility A, 1 - REPORTING GROUP A. UM Shore Regional Health (SHS) conducted a Community Health Needs Assessment (CHNA) for FY2020-FY2022 (board approved 5/22/2019) for the five counties of Maryland's Mid-Shore: Talbot, Caroline, Queen Anne's, Dorchester, and Kent. UM SRH used primary and secondary sources of data as well as quantitative and qualitative data and consulted with numerous individuals and organizations during the CHNA, including community leaders, community partners, the University of Maryland Medical System Community Health Improvement Committee, the general public, local health experts, and the Health Officers representing the five counties of the Mid-Shore. Feedback from customers includes data collected from surveys, advisory groups and from our community outreach and education sessions. Secondary data resources referenced to identify community health needs include County Health Rankings (http://www.countyhealthrankings.org) and Maryland Department of Health State Health Improvement Process (SHIP) https://pophealth.health.maryland.gov/Pages/SHIP-Lite-Home.aspx , and Maryland State Health Improvement Measures as Related to Activities in Rural Communities and Workforce Development (http://www.mdruralhealth.org/wp-content/uploads). Shore Regional Health participates on the University of Maryland Medical System (UMMS) Community Health Improvement Committee to study demographics, assess community health disparities, inventory resources and establish community benefit goals for both UM Shore Regional Health and UMMS. UM Shore Regional Health consulted with community partners and organizations to discuss community needs related to health improvement and access to care. The following list of partner agencies meets on a quarterly basis as members of the Rural Health Collaborative: Executive Committee 1. April Sharp, Consumer 2. Beth Anne Langrell, Executive Director, For All Seasons, Inc. 3. Fredia Wadley, Health Officer, Talbot County Health Department 4. James Chamberlain, Maryland Primary Care Physicians 5. Joseph Ciotola, Health Officer, Queen Anne's County Health Department 6. Ken Kozel, President and CEO, UM Shore Regional Health 7. William Webb, Health Officer, Kent County Health Department 8. Roger Harrell, Health Officer, Dorchester County Health Department 9. Sara Rich, President and CEO, Choptank Community Health Systems 10. Scott LeRoy, Health Officer, Caroline County Health Department 11. Timothy Shanahan, Medical Director, UM Community Medical Group 12. Victoria Bayless, President and CEO, Anne Arundel Medical Center 13. Anna Sierra, Executive Director, Dorchester County Department of Emergency Services 14. Childlene Brooks, Manager, Talbot Senior Center 15. Dr. Derek Simmons, Director of Student Services, Caroline County Public Schools 16. Jim Bogden, SelfEmployed Policy Consultant 17. Katelin Haley, Chief Medical Officer, Choptank Community Health Systems 18. Maria Maguire, Pediatrician, UM Shore Health System & Talbot County's Child Advocacy Ctr. 19. Mary Bourbon, Nurse Practitioner, Whitsitt Center 20. Mary Thompson, Retired Director of Nursing, Queen Anne's County Health Department 21. Maura Manley, SelfEmployed Tutoring Agency 22. Michael Clark, Director, Queen Anne's County Local Management Board 23. Santo Grande, President and CEO, Delmarva Community Services, Inc. 24. Sara Visintainer, Chief of Staff, Caroline County Commissioners 25. Shelly NealEdwards, Director, Kent County Department of Social Services 26. Sonia Solano Torres, Hispanic Outreach Coordinator, Chesapeake Multicultural Resource Ctr. 27. Teresa Schaefer, Psychologist, Chester River Behavioral Health Shore Regional Health hosted a series of community listening forums to gather community input for a regionalization study that explores the benefits of a regional approach to providing health care for Caroline, Dorchester, Kent, Queen Anne's and Talbot counties. In addition, Shore Health meets regularly with members of the local health departments and community leaders, including: Choptank Community Health System Sara Rich Health Departments Health Officers Mid Shore Behavioral Health, Inc. Katie Dilley In addition, the following agencies/organizations are referenced in gathering information and data: * Maryland Department of Health * Maryland Department of Planning * Maryland Vital Statistics Administration * County Health Rankings * Mid Shore Comprehensive Economic Development Strategy CEDS Our CHNA identified the following list of priorities for our community: Health Priorities FY2020-2022 The top five priorities: 1. Access to care 2. Preventable ER visits 3. Chronic Disease management 4. Mental health/substance abuse 5. Cancer Overarching theme for addressing health priorities: 1. Reduce barriers to care 2. Improve care coordination 3. Focus on health outreach and education Maryland Health Care Commission (MHCC) Rural Health Study During the 2016 Legislative Session, Senate Bill 707 Freestanding Medical Facilities- Certificate of Need, Rates and Definition (SB 707), passed into law and was signed by the Governor on May 10, 2016. The legislation established a workgroup on rural health care delivery to oversee a study of healthcare delivery in the Middle Shore region and to develop a plan for meeting the health care needs of the five counties -- Caroline, Dorchester, Kent, Queen Anne's and Talbot. The purpose of the study was to assess the health care of the residents of the five-county study area and the capacities of the health system in the region, and propose options for enhancing health and health care delivery on the Mid-Shore. The research team was asked to consider: (1) the limited availability of health care providers and services; (2) the special needs of vulnerable populations, including the frail and elderly, racial and ethnic minorities, immigrants and patients with persistent behavioral illnesses; (3) barriers to access caused by transportation limitations; and (4) the economic impact of closures, partial closures or conversions of health care facilities. The Summary Report provides highlights of findings from all components of the study and integrates them into key recommendations. Methods and findings are detailed for review at: http://mhcc.maryland.gov/mhcc/pages/home/workgroups/documents/rural_health/September%2025th%202017%20Meeting/lgsrpt_%20ExecutiveSummary_rpt_20170928.pdf The University of Maryland Medical System in partnership with UM Shore Regional Health as members of the Rural Health Care Delivery Workgroup produced a white paper, Commitment to Meeting the Health Care Needs of Our Vulnerable Rural Communities. This paper explores concerns about the unique needs of rural hospitals and communities and can be accessed at: http://mhcc.maryland.gov/mhcc/pages/home/workgroups/documents/rural_health/July%2025th%202017%20Meeting/LGSRPT_Shore_White_Paper_rpt20170523.pdf |
| Schedule H, Part V, Section B, Line 6a Facility A, 1 | Facility A, 1 - REPORTING GROUP A. SHS CONDUCTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR THE UMSRH NETWORK WHICH SERVES THE MID-SHORE REGION -UNIVERSITY OF MARYLAND SHORE MEDICAL CENTER AT CHESTERTOWN (SMC AT CHESTERTOWN), THE UNIVERSITY OF MARYLAND SHORE MEDICAL CENTER AT DORCHESTER (SMC AT DORCHESTER), AND THE UNIVERSITY OF MARYLAND SHORE MEDICAL CENTER AT EASTON (SMC AT EASTON). |
| Schedule H, Part V, Section B, Line 11 Facility A, 1 | Facility A, 1 - REPORTING GROUP A. ALL PRIMARY HEALTH NEEDS ARE BEING ADDRESSED TO THE EXTENT THAT AVAILABLE RESOURCES AND CLINICAL EXPERTISE ALLOW. THE COMMUNITY BENEFITS PLAN IS ABLE TO ADEQUATELY ADDRESS HEART DISEASE, CANCER, DIABETES, HYPERTENSION, HIGH CHOLESTEROL, ISSUES ASSOCIATED WITH AGING POPULATION. NUTRITION, WEIGHT MANAGEMENT/OBESITY IS ADDRESSED THROUGH EDUCATIONAL CLASSES AND/OR SEMINARS. TOBACCO USE/SMOKING AND ALCOHOL/BINGE DRINKING/UNDERAGE DRINKING ARE BEING ADDRESSED BY OTHER COUNTY AGENCIES AND ORGANIZATIONS AND THROUGH PARTNERSHIPS, INCLUDING THE COUNTY HEALTH DEPARTMENTS. UMSRH HOSPITALS DO NOT POSSESS THE RESOURCES AND EXPERTISE REQUIRED FOR ENVIRONMENTAL HEALTH CONCERNS AND ISSUES. MENTAL HEALTH IS BEING ADDRESSED THROUGH THE MID-SHORE MENTAL HEALTH SYSTEMS, INC., WHICH IS A PRIVATE, NOT-FOR-PROFIT ORGANIZATION SERVING THE FIVE MID-SHORE COUNTIES: CAROLINE, DORCHESTER, KENT, QUEEN ANNE'S AND TALBOT. SEVERAL ADDITIONAL TOPIC AREAS WERE IDENTIFIED BY THE COMMUNITY HEALTH PLANNING COUNCIL INCLUDING: SAFE HOUSING, TRANSPORTATION, AND SUBSTANCE ABUSE. THE UNMET NEEDS NOT ADDRESSED BY UMC AT EATON, UMC AT DORCHESTER, NOR UMC AT CHESTERTOWN WILL CONTINUE TO BE ADDRESSED BY KEY GOVERNMENTAL AGENCIES AND EXISTING COMMUNITY- BASED ORGANIZATIONS. WHILE UMSRH HOSPITALS WILL FOCUS THE MAJORITY OF OUR EFFORTS ON THE IDENTIFIED PRIORITIES OUTLINED IN THE CHNA ACTION PLAN, WE WILL REVIEW THE COMPLETE SET OF NEEDS IDENTIFIED IN THE CHNA FOR FUTURE COLLABORATION AND WORK. THESE AREAS, WHILE STILL IMPORTANT TO THE HEALTH OF THE COMMUNITY, WILL BE MET THROUGH OTHER HEALTH CARE ORGANIZATIONS WITH OUR ASSISTANCE AS AVAILABLE. |
| Schedule H, Part V, Section B, Line 13 Facility A, 1 | Facility A, 1 - REPORTING GROUP A. THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAN THE FPG INCOME LEVELS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 11 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| REQUARD CANCER CENTER | ||||
| 509 IDLEWILD AVENUE | EASTON | MD | 21601 | ONCOLOGY SERVICES |
| DIGESTIVE DISEASE CENTER | ||||
| 5111 IDLEWILD AVENUE | EASTON | MD | 21601 | DIGESTIVE HEALTH |
| DIAGNOSTIC CENTER | ||||
| 10 MARTIN COURT | EASTON | MD | 21601 | DIAGNOSTIC & REHAB |
| SHORE HEALTH SYSTEM SURGERY CENTER | ||||
| 6 CAULK LANE | EASTON | MD | 21601 | AMBULATORY SURGERY |
| CENTREVILLE DIAGNOSTIC CENTER | ||||
| 2540 CENTERVILLE ROAD | CENTREVILLE | MD | 21617 | DIAGNOSTIC |
| SUNBURST CENTER | ||||
| ROUTE 50 | CAMBRIDGE | MD | 21613 | REHAB SERVICES |
| INTEGRATIVE MEDICINE | ||||
| 607 DUTCHMANS LANE | EASTON | MD | 21601 | ALTERNATIVE MEDICINE |
| SHOREWORKS | ||||
| BRYN STREET | CAMBRIDGE | MD | 21658 | EMPLOYER HEALTH |
| QUEEN ANNE EMERGENCY CENTER | ||||
| 115 SHOREWAY DRIVE | QUEENSTOWN | MD | 21658 | 24-HOUR ER |
| DENTON DIAGNOSTIC CENTER | ||||
| 920 MARKET STREET | DENTON | MD | 21601 | DIAGNOSTIC & REHAB |
| THE SHORE MEDICAL PAVILION | ||||
| 125 SHOREWAY DRIVE | QUEENSTOWN | MD | 21658 | DIAGNOSTIC & REHAB |
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I, Line 3c CRITERIA FOR FREE OR DISCOUNTED CARE | SHS IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO PERSONS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM, OR OTHERWISE UNABLE TO PAY, FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAN THE FPG INCOME LEVELS. THE FAP ALSO USES A FINANCIAL HARDSHIP THRESHOLD WHEN DETERMINING ELIGIBILITY. A PATIENT WITH MEDICAL DEBT EXCEEDING 25% OF FAMILY ANNUAL HOUSEHOLD INCOME MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE. |
| Schedule H, Part I, Line 6b RELATED ORGANIZATION REPORT | THE ORGANIZATION ANNUALLY FILES A COMMUNITY BENEFIT REPORT AS REQUIRED BY THE MARYLAND HSCRC. THE REPORT CAN BE FOUND AT HTTPS://HSCRC.STATE.MD.US/PAGES/INIT_CB.ASPX. |
| Schedule H, Part VI, Line 5 Promotion of Community Health | Based on qualitative and quantitative data collected and analyzed -specifically related to racial, ethnic and other demographic and geographic-related health disparities during the CHNA process, UM SRH's Implementation Plan is committed to the goals and strategies identified in the CNHA and to examining what evidence-based initiatives can improve the county's health. Maryland's State Health Improvement Process (SHIP) provides a framework for continual progress toward a healthier Maryland. Maryland's State Heath Improvement Process (SHIP) began with national, state and local data being reviewed and analyzed by the Maryland Department of Health and Office of Population Health as well as by the five Departments of Health (Talbot, Caroline, Dorchester, Queen Anne's, Kent). It has three main components: accountability, local action and public engagement. SHIP includes 39 measures that provide a framework to improve the health of Maryland residents. Twenty-eight of the measures have been identified as critical racial/ethnic health disparities. Each measure has a data source and a target, and where possible, can be assessed at the county level. UM SRH's priorities are aligned with the Maryland State Health Improvement Process vision areas and those objectives outlined by the local health improvement coalition. Health Priorities FY2020-2022 The top five priorities: 1. Access to care 2. Preventable ER visits 3. Chronic Disease management 4. Mental health/substance abuse 5. Cancer Several additional topic areas were identified by UM SRH: safe housing, transportation, and substance abuse. The unmet needs not addressed by UM SRH will continue to be addressed by key governmental agencies and existing community- based organizations. While UM SRH will focus the majority of our efforts on the identified priorities outlined in the CHNA Implementation Plan, we will review the complete set of needs identified in the CHNA for future collaboration and work. These areas, while still important to the health of the community, will be met through other health care organizations with our assistance as available. Initiative 1 Identified Need: Health Priority #1. Access to Care; Health Priority #5. Cancer How was the need identified: Identified through the CHNA process Name of hospital initiative: Shore Regional Wellness for Women Outreach and Wellness for Women Screening Describe the characteristics of the target population: Female population of five county area Outreach= age 25+ (approximately 32,000) Screenings= age 40-65, uninsured/eligible = 2,800 Age-adjusted mortality rate from cancer (per 100,000 population) in Maryland is higher than the US cancer mortality rate. Cancer impacts people across all population groups, however wide racial disparities exist. Maryland 2017 Goal 147.4 Maryland rate: 159.3 Caroline County: 173.5 Dorchester County: 195.2 Kent County: 149.7 Queen Anne's County: 160.4 Talbot County: 143 Total number of people reached by the initiative: Wellness for Women Outreach: 1,300 lives touched Screenings: 88 patients seen. Primary objective of initiative: Reduce overall cancer death rate Age-adjusted mortality rate from cancer (per 100,000 population). Maryland is higher than the US cancer mortality rate. Cancer impacts people across all population groups, however wide racial disparities exist. Maryland 2017 Goal 147.4 Maryland rate: 159.3 Caroline County: 173.5 Dorchester County: 195.2 Kent County: 149.7 Queen Anne's County: 160.4 Talbot County: 143.8 Wellness for Women Outreach: 1. Increase the number of women surviving breast cancer by diagnosing them at an earlier stage through education and promotion of preventative measures and early detection. 2. Diagnose African American and Hispanic women at earlier stages of breast cancer, equivalent to Caucasian women. 3. Educate Latina women in breast self- examination with the assistance of a translator. Screenings: 1. The program serves as a point of access into care for age and risk specific mammography screening, clinical breast exam, and genetic testing for breast cancer. 2. Offers no cost mammograms to eligible women: those under the age of 40 and over 65 who have no insurance and Latina women of all ages who will be screened annually thereafter. Those women needing further diagnostic tests or who need treatment for breast cancer are enrolled in the State of Maryland Diagnosis and Treatment Program through the case manager Key collaborators in delivery: Participating Hospital Staff; Talbot, QA, Kent, Dorchester, Caroline Counties Health Departments for five Counties Impact of hospital initiative: Reduce cancer mortality Evaluation of outcomes: The stage at diagnosis as reported by the Tumor Registry for the Cancer Center indicates disparity for women in Caroline and Dorchester County. The outreach program increased the community's awareness of breast cancer prevention, detection and treatments. Outcome: Reduced overall cancer death rate. The outreach program increased the community's awareness of breast cancer prevention, detection and treatments. Outcome: Screenings: Caroline County: 30 diagnosed; 26 Caucasian and 4 AA. 1 Caucasian at Stage 4 Dorchester County: 34 diagnosed; 18 Caucasian and 13 AA, 3 Other.; 1 Caucasian and 1 AA at Stage 3 Kent County: 16 diagnosed; 14 Caucasian, 1 AA, 1 Other. No patients at Stage 3 and 4 Queen Anne: 21 diagnosed; 15 Caucasian, 3 AA, 3 Other. 1 Caucasian at Stage 3 Talbot County: 51 diagnosed; 42 Caucasian and 7 AA, 2 Other. 1 Caucasian at Stage 3 Initiative 2 Identified Need: Health Priority #1. Access to Care How was the need identified: Identified through the CHNA process Name of hospital initiative: Community Care Coordination- Transitional Nurse Navigators Target population Population includes those with CHF, COPD, diabetes and other chronic diseases as well as those with complex medical needs and/or lacking social support. Total number of people reached by the initiative: Served 1,154 patients- improved access to outpatient services through follow-up and referral to community resources. Primary objective of initiative: Access to care and care coordination were identified in the 2019 CHNA. This program addresses these needs through navigators who refer patients at discharge from the in-patient setting to community based programs who can address health needs and social determinants of health. Patients are followed through an out-patient care coordination process to address medical and non-medical needs. UM SRH implemented a follow up system for all discharged patients and has expanded services to the community to determine if additional health services are required to address medical and non-medical needs (e.g., appointment setting, obtaining medications, understanding care instructions. UM SRH also pays for medical transportation and some medications for patients with medical and financial needs Key collaborators in delivery: * Queen Anne's County Department of Health * Department of Aging Upper Shore Impact of hospital initiative: Reduction of utilization of emergency room services for ongoing treatment. Evaluation of outcome: Improved chronic disease management Initiative 3 Identified Need Health: Health Priority #1, Access to Care; Health Priority #3, Chronic Disease management; Provide outreach for education opportunities to the community for chronic disease awareness and management. How was the need identified: Identified through the CHNA process Name of hospital initiative: Diabetes, Stroke, Heart Education Programs Education Series Support Groups Radio Broadcasts Heart Wellness Newsletter and Presentations Stroke Education/Presentations Blood Pressure Screenings Total number of people within target population: 5 county population (See below for prevalence of disease) Prevalence of Diabetes in this community is higher than average within Maryland. Diagnosed Diabetes Among Adults: Caroline County: Prevalence=12.2 2,856 individuals Dorchester County: Prevalence=14.7 3,893 individuals Kent County: Prevalence=8.9 1,549 individuals Queen Anne's County: Prevalence=9.4 3,603 individuals Talbot County: Prevalence=9.5 3,434 individuals Maryland: Prevalence=9.4 Source: Prevalence data presented here include number of existing cases and rates per 100 overall and by age, sex, and level of education https://www.cdc.gov/diabetes/atlas/obesityrisk/24/atlas.htm Prevalence of Age-adjusted mortality rate from heart disease (per 100,000 population). Heart disease is the leading cause of death in Maryland accounting for 25% of all deaths. Prevalence for Maryland= 169.4: 2017 Goal= 166.3 Caroline County: Prevalence=195.6 Dorchester County: Prevalence=190.9 Kent County: Prevalence=154.3 Queen Anne's County: Prevalence=159.8 Talbot County: Prevalence=143.0 |
| Schedule H, Part VI, Line 5 Promotion of Community Health Cont | In Maryland, 30% of all deaths were attributed to heart disease and stroke. Heart disease and stroke can be prevented by control of high blood pressure. The rate of emergency department visits due to hypertension (per 100,000 population) in Maryland= 252.2 2017 Goal=234 Caroline County: Rate=257.8 Dorchester County: Rate=465.4 Kent County: Rate=334.7 Queen Anne's County: Rate=187.8 Talbot County: Prevalence=265.1 Total number of people reached by the initiative: Total Community Benefit encounters or "touchpoints" in FY2020 was over 3,000 for Diabetes, Stroke, Heart Wellness related Education and Support Groups. Primary objective of initiative: Reduce incidence of diabetes, stroke, cardiovascular disease Improve management of diabetes and hypertension, lung and heart health, Support for population managing diabetes, stroke, cancer Provide educational material to promote a focus on personal health Single or multi-year plan: Multi Year 2006-present Key collaborators in delivery: Community Senior Centers UM Center for Diabetes and Endocrinology UM Center at Easton Primary Stroke Center Health Departments Impact of hospital initiative: Raised/improved the level of diabetes awareness, stroke, and heart wellness education and management in the community. Education and support groups (transitioned to ZOOM meetings) well attended and attendees demonstrated increased knowledge post education. Health and Education Events including: 1. High blood pressure and heart disease 2. Diabetes 3. Cancer 4. Stroke 5. Hospice services and palliative care 6. Obesity, exercise and nutrition 7. Free Blood pressure screenings. Diabetes Support Group: 8-10 patients attend monthly Diabetes support group at multiple locations throughout the five county region. Attendees and their friends and family meet to discuss diabetes: concerns, problems, and challenges. Facilitator provides health education and accurate information. Transitioned to ZOOM meetings Stroke Awareness and Warning Signs-Education/ Presentations Inform adults of signs and symptoms, risk factors, and prevention methods for stroke. Two presentations offered with 35 attendees. Blood Pressure Screenings- Free screenings offered at multiple locations every week - over 275 referrals. Radio Broadcasts - 200+ listeners for health show. Maryland Health Matters- published 3x year, mailed to 77,000 households. "Let's Talk about Health" - monthly webex event on different health topics "Community Conversations"- Mental Health Series offered throughout the year. Have transitioned to webex events. UM SRH operates under a unique regulatory system that caps hospital revenues and provides adjustments to allow for population health improvement investments. Under Maryland's global budget revenue model, UM SRH reports on a regular basis how it is investing in efforts to improve population health. UM SRH provides on-going services that are fundamental to addressing the identified community health needs that demonstrate the extent to which our commitment to serve our community is integrated into our care delivery model. We have a strong focus on treating patients with chronic conditions. UM Shore Regional Health works to coordinate care, ensure smooth transitions and promote disease self-management strategies at every step of a patient's journey - whether at home, in the community, or within our hospital. We operate specialized clinics to enable access to routine outpatient care. Our transitional care services help patients newly diagnosed or those that have had a recent hospitalization transition safely back to the community. Transitional nurse navigators provide patients with disease education and self-management strategies, connect them to primary care providers and specialists, and help them overcome any barriers to making follow up appointments. An urgent care center to address off hours visits and low acuity emergencies is also available. Our coudamin clinic provides anticoagulation medication management, specifically managing and monitoring warfarin (Coumadin) therapy upon physician referral. It also provides patients with ongoing monitoring of their anticoagulation therapy to ensure desired outcomes and decrease adverse events. Additionally, our behavioral health clinic provides a community access point for those in need of outpatient mental health services. Resources are embedded throughout the hospital and in the community so that every patient receives the same level of care coordination. Care managers are embedded within our emergency department and hospital, and provide in-home visits as needed. Community health workers reach out to patients who are identified as being high risk for readmission or in need of critical resources. Close relationships are maintained with skilled nursing facilities and home health agencies so that transfers from the hospital to these facilities are smooth, and the highest quality of care is constantly delivered. Strong relationships exist with local emergency medical service (EMS) providers through our mobile integrated health program, which delivers effective and efficient care to patients outside of the hospital. Nurses and community health workers function outside traditional emergency response roles, with a focus on maintaining individuals' health at their homes while also providing convenient access to care in the community. Additional care partners include primary care providers, specialists, local department of health, office on aging and other community based partners. We are proud to serve our community and appreciate our partners who allow us to fulfill our mission. We will always do what is right for the patient, no matter where they are in their health journey, and will always strive to have our patients receive care in the community they reside. As a part of the University of Maryland Medical System (UMMS) we are shaping a new paradigm in care delivery that we believe should be the future standard of care. |
| Schedule H, Part I, Line 7g Subsidized Health Services | SUBSIDIZED COSTS ARE NOT ATTRIBUTED TO A PHYSICIAN CLINIC, BUT ANESTHESIA AND EMERGENCY HOSPITAL SERVICES. |
| Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation | 8059395 |
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | Maryland's regulatory system creates a unique process for hospital payment that differs from the rest of the nation. The Health Services Cost Review Commission, (HSCRC) determines payment through a rate setting process and all payors, including governmental payors, pay the same amount for the same services delivered at the same hospital. Maryland's unique all payor system includes a method for referencing Uncompensated Care in each payors' rates, which does not enable Maryland hospitals to breakout any offsetting revenue related to Uncompensated Care. Community benefit expenses are equal to Medicaid revenues in Maryland, as such, the net effect is zero. Additionally, net revenues for Medicaid should reflect the full impact on the hospital of its share of the Medicaid assessment. |
| Schedule H, Part II Community Building Activities | Through a variety of community building activities, UM Shore Regional Health promotes health and wellness in the community it serves. These activities include: active engagement and collaboration with local Health Departments, Chambers of Commerce, and organizations that work to improve the quality of life for the residents of the Mid-Shore (Talbot, Caroline, Dorchester, Queen Anne's, and Kent Counties) Because local action is essential to public health progress, UM Shore Regional Health works in partnership with public sector agencies, health care providers and community-based partners. In addition, a variety of clinical and non-clinical UM SRH associates serve on various coalition workgroups. The work of UM SRH and community-based partners continues on the identified priorities and objectives of the Maryland Department of Health (MDH) State Health Improvement Process (SHIP). SHIP, launched in September 2011, focuses on improving the health of Maryland residents in six vision areas: Healthy Babies, Healthy Social Environments, Safe Physical Environments, Infectious Disease, Chronic Disease and Health Care Access. Under SHIP's umbrella, the coalition develops and implements strategies that will improve local public health. UM SRH maintains open communication with the Health Departments of Talbot, Caroline, Dorchester, Queen Anne's, and Kent Counties, Mid-Shore Mental Health System, Choptank Community Health System, local government and schools. UM SRH's community outreach programs can be found in County schools, senior centers, community centers and churches throughout the Mid-Shore. UM SRH's director of community outreach participates in committees and advisory councils, promoting continuous dialogue between the medical center and community stakeholders. This provides opportunities for new ideas and programs to be exchanged, allowing UM SRH to maximize community outreach efforts. UM SRH seeks insight from community members attending educational programs through its outreach events. Program participants are asked to complete a brief survey evaluation, providing feedback and comments about the program they attended, as well as providing suggestions for future program topics. |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) STARTED SETTING HOSPITAL RATES IN 1974. AT THAT TIME, THE HSCRC APPROVED RATES APPLIED ONLY TO COMMERCIAL INSURERS. IN 1977, THE HSCRC NEGOTIATED A WAIVER FROM MEDICARE HOSPITAL PAYMENT RULES FOR MARYLAND HOSPITALS TO BRING THE FEDERAL MEDICARE PAYMENTS UNDER HSCRC CONTROL. IN 2014, MARYLAND'S WAIVER WITH MEDICARE WAS RENEGOTIATED AND UPDATED TO REFLECT THE CURRENT HEALTHCARE ENVIRONMENT. UNDER THIS NEW WAIVER, SEVERAL CRITERIA WERE ESTABLISHED TO MONITOR THE SUCCESS OF THE SYSTEM IN CONTROLLING HEALTHCARE COSTS AND THE CONTINUANCE OF THE WAIVER ITSELF: 1. REVENUE GROWTH PER CAPITA 2. MEDICARE HOSPITAL REVENUE PER BENEFICIARY 3. MEDICARE ALL PROVIDER REVENUE GROWTH PER BENEFICIARY 4. MEDICARE READMISSION RATES 5. HOSPITAL ACQUIRED CONDITION RATE BECAUSE OF THIS SYSTEM, THE HOSPITAL IS UNABLE TO ESTIMATE HOW MUCH OF THE AMOUNT REPORTED IN LINE 2 IS ATTRIBUTED TO PATIENTS WHO WOULD APPLY UNDER THE FAP. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | THE CORPORATION RECORDS REVENUES AND ACCOUNTS RECEIVABLE FROM PATIENTS AND THIRD-PARTY PAYORS AT THEIR ESTIMATED NET REALIZABLE VALUE. REVENUE IS REDUCED FOR ANTICIPATED DISCOUNTS UNDER CONTRACTUAL ARRANGEMENTS AND FOR CHARITY CARE. AN ESTIMATED PROVISION FOR BAD DEBTS IS RECORDED IN THE PERIOD THE RELATED SERVICES ARE PROVIDED BASED UPON ANTICIPATED UNCOMPENSATED CARE, AND IS ADJUSTED AS ADDITIONAL INFORMATION BECOMES AVAILABLE. THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR BAD DEBTS AND TO ESTABLISH AN ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER COLLECTION OF AMOUNTS DUE FROM INSURERS, THE CORPORATION FOLLOWS INTERNAL GUIDELINES FOR PLACING CERTAIN PAST DUE BALANCES WITH COLLECTION AGENCIES. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE CORPORATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR BAD DEBTS, ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS, PROVISION FOR BAD DEBTS, AND CONTRACTUAL ADJUSTMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS OR WITH BALANCES REMAINING AFTER THE THIRD-PARTY COVERAGE HAD ALREADY PAID, THE CORPORATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS HISTORICAL COLLECTIONS, WHICH INDICATES THAT MANY PATIENTS ULTIMATELY DO NOT PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE DISCOUNTED RATES AND THE AMOUNTS COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. |
| Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs | THE ORGANIZATION FILES ANNUALLY A COMMUNITY BENEFIT REPORT WITH THE STATE OF MARYLAND'S HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). THE HSCRC, WHICH OPERATES UNDER A MEDICARE WAIVER, DOES NOT CONSIDER MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COSTING METHODOLOGY USED BY THE ORGANIZATION IS A COST-TO-CHARGE RATIO. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | THE ORGANIZATION EXPECTS PAYMENT AT THE TIME THE SERVICE IS PROVIDED. OUR POLICY IS TO COMPLY WITH ALL STATE AND FEDERAL LAW AND THIRD PARTY REGULATIONS AND TO PERFORM ALL CREDIT AND COLLECTION FUNCTIONS IN A DIGNIFIED AND RESPECTFUL MANNER. EMERGENCY SERVICES WILL BE PROVIDED TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY. FINANCIAL ASSISTANCE IS AVAILABLE FOR PATIENTS BASED ON FINANCIAL NEED AS DEFINED IN THE FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION DOES NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, CREED, SEX OR ABILITY TO PAY. PATIENTS WHO ARE UNABLE TO PAY MAY REQUEST A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME PRIOR TO SERVICE OR DURING THE BILLING AND COLLECTION PROCESS, EVEN IN EXCESS OF 240 DAYS FOLLOWING THE FIRST POST-DISCHARGE BILLING STATEMENT. THE ORGANIZATION MAY REQUEST THE PATIENT TO APPLY FOR MEDICAL ASSISTANCE PRIOR TO APPLYING FOR FINANCIAL ASSISTANCE. THE ACCOUNT WILL NOT BE FORWARDED FOR COLLECTION DURING THE MEDICAL ASSISTANCE APPLICATION PROCESS OR THE FINANCIAL ASSISTANCE APPLICATION PROCESS. NO EXTRAORDINARY COLLECTION ACTIONS (ECAS) WILL OCCUR EARLIER THAN 120 DAYS FROM SUBMISSION OF FIRST BILL TO THE PATIENT AND WILL BE PRECEDED BY NOTICE 30 DAYS PRIOR TO COMMENCEMENT OF THE ACTION. AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE COMMUNICATED TO THE PATIENT AND A PRESUMPTIVE ELIGIBILITY REVIEW WILL OCCUR PRIOR TO ANY ACTION BEING TAKEN. IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE AFTER AN ECA IS INITIATED, THE ORGANIZATION WILL TAKE REASONABLE MEASURES TO REVERSE THE ECAS AGAINST THE PATIENT ACCOUNT. |
| Schedule H, Part V, Section B, Line 16a FAP website | A - THE MEMORIAL HOSPITAL AT EASTON: Line 16a URL: https://www.umms.org/shore/community; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | A - THE MEMORIAL HOSPITAL AT EASTON: Line 16b URL: https://www.umms.org/shore/community; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | A - THE MEMORIAL HOSPITAL AT EASTON: Line 16c URL: https://www.umms.org/shore/community; |
| Schedule H, Part VI, Line 2 Needs assessment | UM Shore Regional Health (SHS) conducted a Community Health Needs Assessment (CHNA) for FY2020-FY2022 (board approved 5/22/2019) for the five counties of Maryland's Mid-Shore: Talbot, Caroline, Queen Anne's, Dorchester, and Kent. UM SRH used primary and secondary sources of data as well as quantitative and qualitative data and consulted with numerous individuals and organizations during the CHNA, including community leaders, community partners, the University of Maryland Medical System Community Health Improvement Committee, the general public, local health experts, and the Health Officers representing the five counties of the Mid-Shore. Feedback from customers includes data collected from surveys, advisory groups and from our community outreach and education sessions. Secondary data resources referenced to identify community health needs include County Health Rankings (http://www.countyhealthrankings.org) and Maryland Department of Health State Health Improvement Process (SHIP) https://pophealth.health.maryland.gov/Pages/SHIP-Lite-Home.aspx , and Maryland State Health Improvement Measures as Related to Activities in Rural Communities and Workforce Development (http://www.mdruralhealth.org/wp-content/uploads). Shore Regional Health participates on the University of Maryland Medical System (UMMS) Community Health Improvement Committee to study demographics, assess community health disparities, inventory resources and establish community benefit goals for both UM Shore Regional Health and UMMS. UM Shore Regional Health consulted with community partners and organizations to discuss community needs related to health improvement and access to care. The following list of partner agencies meets on a quarterly basis as members of the Rural Health Collaborative: Executive Committee 1. April Sharp, Consumer 2. Beth Anne Langrell, Executive Director, For All Seasons, Inc. 3. Fredia Wadley, Health Officer, Talbot County Health Department 4. James Chamberlain, Maryland Primary Care Physicians 5. Joseph Ciotola, Health Officer, Queen Anne's County Health Department 6. Ken Kozel, President and CEO, UM Shore Regional Health 7. William Webb, Health Officer, Kent County Health Department 8. Roger Harrell, Health Officer, Dorchester County Health Department 9. Sara Rich, President and CEO, Choptank Community Health Systems 10. Scott LeRoy, Health Officer, Caroline County Health Department 11. Timothy Shanahan, Medical Director, UM Community Medical Group 12. Victoria Bayless, President and CEO, Anne Arundel Medical Center 13. Anna Sierra, Executive Director, Dorchester County Department of Emergency Services 14. Childlene Brooks, Manager, Talbot Senior Center 15. Dr. Derek Simmons, Director of Student Services, Caroline County Public Schools 16. Jim Bogden, SelfEmployed Policy Consultant 17. Katelin Haley, Chief Medical Officer, Choptank Community Health Systems 18. Maria Maguire, Pediatrician, UM Shore Health System & Talbot County's Child Advocacy Ctr. 19. Mary Bourbon, Nurse Practitioner, Whitsitt Center 20. Mary Thompson, Retired Director of Nursing, Queen Anne's County Health Department 21. Maura Manley, SelfEmployed Tutoring Agency 22. Michael Clark, Director, Queen Anne's County Local Management Board 23. Santo Grande, President and CEO, Delmarva Community Services, Inc. 24. Sara Visintainer, Chief of Staff, Caroline County Commissioners 25. Shelly NealEdwards, Director, Kent County Department of Social Services 26. Sonia Solano Torres, Hispanic Outreach Coordinator, Chesapeake Multicultural Resource Ctr. 27. Teresa Schaefer, Psychologist, Chester River Behavioral Health Shore Regional Health hosted a series of community listening forums to gather community input for a regionalization study that explores the benefits of a regional approach to providing health care for Caroline, Dorchester, Kent, Queen Anne's and Talbot counties. In addition, Shore Health meets regularly with members of the local health departments and community leaders, including: Choptank Community Health System Sara Rich Health Departments Health Officers Mid Shore Behavioral Health, Inc. Katie Dilley In addition, the following agencies/organizations are referenced in gathering information and data: * Maryland Department of Health * Maryland Department of Planning * Maryland Vital Statistics Administration * County Health Rankings * Mid Shore Comprehensive Economic Development Strategy CEDS Our CHNA identified the following list of priorities for our community: Health Priorities FY2020-2022 The top five priorities: 1. Access to care 2. Preventable ER visits 3. Chronic Disease management 4. Mental health/substance abuse 5. Cancer Overarching theme for addressing health priorities: 1. Reduce barriers to care 2. Improve care coordination 3. Focus on health outreach and education Maryland Health Care Commission (MHCC) Rural Health Study During the 2016 Legislative Session, Senate Bill 707 Freestanding Medical Facilities- Certificate of Need, Rates and Definition (SB 707), passed into law and was signed by the Governor on May 10, 2016. The legislation established a workgroup on rural health care delivery to oversee a study of healthcare delivery in the Middle Shore region and to develop a plan for meeting the health care needs of the five counties -- Caroline, Dorchester, Kent, Queen Anne's and Talbot. The purpose of the study was to assess the health care of the residents of the five-county study area and the capacities of the health system in the region, and propose options for enhancing health and health care delivery on the Mid-Shore. The research team was asked to consider: (1) the limited availability of health care providers and services; (2) the special needs of vulnerable populations, including the frail and elderly, racial and ethnic minorities, immigrants and patients with persistent behavioral illnesses; (3) barriers to access caused by transportation limitations; and (4) the economic impact of closures, partial closures or conversions of health care facilities. The Summary Report provides highlights of findings from all components of the study and integrates them into key recommendations. Methods and findings are detailed for review at: http://mhcc.maryland.gov/mhcc/pages/home/workgroups/documents/rural_health/September%2025th%202017%20Meeting/lgsrpt_%20ExecutiveSummary_rpt_20170928.pdf The University of Maryland Medical System in partnership with UM Shore Regional Health as members of the Rural Health Care Delivery Workgroup produced a white paper, Commitment to Meeting the Health Care Needs of Our Vulnerable Rural Communities. This paper explores concerns about the unique needs of rural hospitals and communities and can be accessed at: http://mhcc.maryland.gov/mhcc/pages/home/workgroups/documents/rural_health/July%2025th%202017%20Meeting/LGSRPT_Shore_White_Paper_rpt20170523.pdf |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | It is the policy of UM Shore Regional Health to work with our patients to identify available resources to pay for their care. All patients presenting as self pay and requesting charity relief from their bill will be screened at all points of entry, for possible coverage through state programs and a probable determination for coverage for either Medical Assistance or Financial Assistance (charity care) from the hospital is immediately given to the patient. The process is resource intensive and time consuming for patients and the hospital; however, if patients qualify for one of these programs, then they will have health benefits that they will carry with them beyond their current hospital bills, and allow them to access preventive care services as well. UM Shore Regional Health works with a business partner who will work with our patients to assist them with the state assistance programs, which is free to our patients. If a patient does not qualify for Medicaid or another program, UM Shore Regional Health offers our financial assistance program. UM Shore Regional Health posts notices of our policy in conspicuous places throughout the hospitals- including the emergency department, has information within our hospital billing brochure, educates all new employees thoroughly on the process during orientation, and does a yearly re- education to all existing staff. All staff have copies of the financial assistance application, both in English and Spanish, to supply to patients who, after screening, have a need for assistance. UM Shore Regional Health has a dedicated Financial Assistance Liaison to work with our patients to assist them with this process and expedite the decision process. Shore Health notifies patients of the availability of financial assistance funds prior to service during our calls to patients, through signage at all of our registration locations, through our patient billing brochure and through our discussions with patients during registration. In addition, the patient information sheet is mailed to patients with all statements and/or handed to them if needed. * Shore Health prepares its Financial Assistance Policy (FAP) in a culturally sensitive manner, at a reading comprehension level appropriate to the CBSA's population, and in Spanish. * Shore Health posts its FAP and financial assistance contact information in admissions areas, emergency rooms, and other areas of our facilities in which eligible patients are likely to present; * Shore Health provides a copy of the FAP and financial assistance contact information to patients or their families as part of the intake process; * Shore Health provides a copy of the FAP and financial assistance contact information to patients with discharge materials. * A copy of Shore Health's FAP along with financial assistance contact information, is provided in patient bills; and/or * Shore Health discusses with patients or their families the availability of various government benefits, such as Medicaid or state programs, and assists patients with qualification for such programs, where applicable. * An abbreviated statement advising of Shore Health's financial assistance policy, including a phone number to call for more information, is run annually in the local newspaper (Star Democrat) |
| Schedule H, Part VI, Line 4 Community information | Situated on Maryland's Eastern Shore, Shore Regional Health's three hospitals, University of Maryland Medical Center at Easton (UMC at Easton), University of Maryland Medical Center at Dorchester (UMC at Dorchester), University of Maryland Medical Center at Chestertown (UMC at Chestertown) are not- for-profit hospitals offering a complete range of inpatient and outpatient services to over 170,000 people throughout the Mid-Shore of Maryland. Shore Regional Health's service area is defined as the Maryland counties of Caroline, Dorchester, Talbot, Queen Anne's and Kent. UMC at Easton is situated at the center of the mid-shore area and thus serves a large rural geographical area (all five counties of the mid-shore). UMC at Dorchester is located approximately 18 miles from Easton and primarily serves Dorchester County and portions of Caroline County. UMC at Chestertown located in Chestertown, in Kent County merged with Shore Regional Health in July 2013. UMC at Chestertown serves the residents of Kent County, portions of Queen Anne's and Caroline Counties and the surrounding areas. The five counties of the Mid-Shore comprise 20% of the landmass of the State of Maryland and 2% of the population. The entire region has over 4,400 employers with nearly 45,000 workers. Only 50 of those employers employ 100 or more workers. The economic condition varies significantly throughout the region, especially for Caroline, Dorchester, and Kent Counties. It should be noted that Talbot County appears to have a significantly higher median income than Caroline and Dorchester; however, a large percentage of the population has incomes in line with those of Caroline and Dorchester. The figures for Talbot are somewhat skewed due to large incomes of a few individual families and high net worth individuals. Shore Regional Health's service area has a higher percentage of population aged 65 and older as compared to Maryland overall. Talbot County has a 27.2% rate for this age group and Kent County has 25.3% of its residents age 65 years or older. These rates are 65% higher than Maryland's average percentages, and higher than other rural areas in the state by almost a quarter. Today, more than two-thirds of all health care costs are for treating chronic illnesses. Among health care costs for older Americans, 95% are for chronic diseases. The cost of providing health care for one person aged 65 or older is three to five times higher than the cost for someone younger than 65. While progress is being made, the Mid-Shore economy still faces myriad of challenges that include limited access to affordable high speed broadband services, a shortage of affordable housing, an inadequate supply of skilled workers, low per capita income, and more layoffs in the manufacturing sector. County Health Rankings for the Mid-Shore counties also reveal the large disparities between counties for health outcomes in the service area. Overall, Queen Anne's County ranks 9th; Talbot County ranks 5th; Dorchester ranks 23rd, Caroline ranks 19th, Kent ranks 16th (out of 24 counties including Baltimore City) in health outcomes that indicate the overall health of the county. Service Areas: UMC at Easton's Primary Service Area: 21601, 21613, 21629, 21632, 21655, 21639, 21643 UMC at Dorchester's Primary Service Area: 21613, 21643, 21631 UMC at Chestertown's Primary Service Area: 21620,21661,21651,21678 Community Benefit Service Area (CBSA) Target Population: 170,000+ Talbot County Total Population: 37,278 Male: 47.4%, Female: 52.6% White, Not Hispanic (NH): 83.3% Black, NH: 13.0% Hispanic: 6.6% Asian, NH: 1.4% American Indian, NH: 0.4% Median Age: 43.3 Median Household Income: $58,228 Dorchester County Total Population: 32,258 Male: 47.5%, Female: 52.5% White, Not Hispanic (NH): 67.4% Black, NH: 28.7% Hispanic: 5.3% Asian, NH: 1.2% American Indian, NH: 0.5% Median Age: 40.7 Median Household Income: $47,093 Caroline County Total Population: 32,850 Male: 48.8%, Female: 51.2% White, Not Hispanic (NH): 81.3% Black, NH: 14.0% Hispanic: 7.2% Asian, NH: 1.1% American Indian, NH: 0.3% Median Age: 37 Median Household Income: $52,465 Queen Anne's County Total Population: 48,929 Male: 49.7%, Female: 50.3% White, Not Hispanic (NH): 89.7% Black, NH: 6.6% Hispanic: 3.6% Asian, NH: 0.5% American Indian, NH: 0.3% Median Age: 38.8 Median Household Income: $85,963 Kent County Total Population: 19,730 Male: 47.9%, Female: 52.1% White, Not Hispanic (NH): 81.3% Black, NH: 15.3% Hispanic: 4.5% Asian, NH: 1.2% American Indian, NH: 0.3% Median Age: 45.6 Median Household Income: $58,145 Percentage of households with incomes below the federal poverty guidelines within the CBSA: Talbot 10.4%, Dorchester 18.1%, Caroline 14.4%, Queen Anne's 7.2%, Kent 14.8% Percentage of uninsured people by County within the CBSA: Talbot 7%, Dorchester 8%, Caroline 8%, Queen Anne's 7%, Kent 8% Percentage of Medicaid recipients by County within the CBSA: Talbot 16%, Dorchester 27%, Caroline 26%, Queen Anne's 11%, Kent 19% Life Expectancy by County within the CBSA: Talbot County: All Races 80.8 White 81.6, Black 76.5 Dorchester County: All Races 77.6, White 78.2, Black 75.7 Caroline County: All Races 76.1, White 76.3, Black 75.4 Queen Anne's County: All Races 79.6, White 79.7, Black 77.2 Kent County: All Races 79.5, White 80.6, Black 74.5 Mortality Rates by County within the CBSA (Crude Death Rates by Race): Maryland: All Races 838.5, White 1059.7, Black 807 Talbot County: All Races 1257.8 White 1371.1, Black 1227.1 Dorchester County: All Races 1257.1, White 1411.6, Black 1263.8 Caroline County: All Races 1074.9, White. 1126.2, Black 1309.6 Queen Anne's County: All Races 905.5, White 921, Black 1317 Kent County: All Races 1449.7, White 1465.1, Black 1894.5 Access to healthy food, Population that is Food Insecure: Talbot County: 10.5% Dorchester County: 15.8% Caroline County: 12.1% Queen Anne's County: 7.5% Kent County: 11.5% Quality of Housing Home Ownership Rate: Talbot County: 68.6% Dorchester County: 65.6% Caroline County: 70.5% Queen Anne's County: 83.8% Kent County: 71.9% Access to Transportation within the CBSA: Transit services in the five counties are provided under contract by Delmarva Community Transit. Services include medical and senior citizen demand services and fixed route county and regional service. While most of the region is served by the fixed routes, there are gaps in coverage in the less populated areas of the counties. The regional system, Maryland Upper Shore Transit (MUST), provides low cost service for the general public from Kent Island to Ocean City with convenient free transfer points at key locations on the shore. MUST is a coordinated effort of several Upper Shore agencies and governments to provide a regional transit system for Kent, Queen Anne's, Talbot, Caroline, and Dorchester Counties. Transit services are provided by Queen Anne's County Ride (operated by the county) and Delmarva Community Transit (DCT), a private company under contract to the counties. The system also includes Shore Transit, which provides scheduled routes on the lower shore. The MTA and the Maryland Department of Human Resources have provided funding. Overall management of the regional system is the responsibility of the Transportation Advisory Group (TAG). The County Commissioners of the five Upper Shore counties appoint the members of the TAG. Annual Average CBSA Unemployment Rate: Talbot 5.2%, Dorchester 6.6%, Caroline 5.1%, Queen Anne's 4,7%, Kent 6% Access to Quality Health Care: Hospitals: UM Shore Regional Health Tidal Health (Peninsula Regional Medical Center) Luminus Health (Anne Arundel Medical Center) Federally Qualified Health Centers (FQHCs): Choptank Community Health |
| Schedule H, Part VI, Line 6 Affiliated health care system | University of Maryland Medical System Corporation (UMMS) is a private, not-for-profit corporation providing comprehensive healthcare services through an integrated regional network of hospitals and related clinical enterprises. UMMS was created in 1984 when its founding hospital was privatized by the State of Maryland. Over its 30-year history, UMMS evolved into a multi-hospital system with academic, community and specialty service missions reaching primarily across Maryland. As part of the University Of Maryland Medical System (UMMS), Shore Regional Health understands that health care goes beyond the walls of the hospital and into the community it serves. UMMS hospitals are committed to strengthening their neighboring communities. In doing so, UM Shore Regional Medical Center assesses the community's health needs, identifies key priorities, and responds with services, programs and initiatives which make a positive, sustained impact on the health of the community. With representation from all UMMS hospitals, the Medical System's Community Health Improvement Council coordinates the effective and efficient utilization and deployment of resources for community-based activities and evaluates how services and activities meet targeted community needs within defined geographic areas. UM Shore Regional Health is committed to health education, advocacy, community partnerships, and engaging programs which focus on health and wellness with the goal of eliminating health care disparities on Maryland's Mid-Eastern Shore. |
| Schedule H, Part VI, Line 7 State filing of community benefit report | MD |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Queen Anne's County Department of Health | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 N Commerce Street | AddressLine1Txt |
| City | Centreville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21617 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 526055783 | RecipientEIN |
| Cash Grant | $50,000 | CashGrantAmt |
| Purpose Of Grant | Mobile Integrated Community Health Program | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | Shore Health System works in close connection with the County Health Departments to ensure grants are used in support of common goals. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kenneth D Kozel | ||||||||||||||
| President and CEO | $447,158 | $0 | $128,740 | $0 | $265,646 | $0 | $11,200 | $0 | $10,355 | $0 | $863,099 | $0 | $0 | $0 |
| John W Ashworth III | ||||||||||||||
| Director (Ended 11/19) | $0 | $899,601 | $0 | $664,660 | $0 | $153,229 | $0 | $11,200 | $0 | $25,955 | $0 | $1,754,645 | $0 | $0 |
| Mohan Suntha MD | ||||||||||||||
| Director | $0 | $1,414,919 | $0 | $421,551 | $0 | $266,415 | $0 | $11,200 | $0 | $29,702 | $0 | $2,143,787 | $0 | $0 |
| Thomas Stauch MD | ||||||||||||||
| Director | $0 | $868,410 | $0 | $0 | $0 | $0 | $0 | $57,000 | $0 | $11,034 | $0 | $936,444 | $0 | $0 |
| Robert Frank | ||||||||||||||
| COO | $294,469 | $0 | $72,008 | $0 | $217,679 | $0 | $11,200 | $0 | $20,955 | $0 | $616,311 | $0 | $175,901 | $0 |
| JoAnne R Hahey | ||||||||||||||
| SVP Finance, CFO and Treasurer | $299,253 | $0 | $73,494 | $0 | $276,034 | $0 | $11,200 | $0 | $31,577 | $0 | $691,558 | $0 | $184,215 | $0 |
| William E Huffner MD | ||||||||||||||
| CMO | $380,820 | $0 | $89,327 | $0 | $65,760 | $0 | $11,200 | $0 | $22,291 | $0 | $569,398 | $0 | $0 | $0 |
| Ruth A Jones | ||||||||||||||
| SVP & CNO | $173,471 | $0 | $58,224 | $0 | $40,374 | $0 | $7,558 | $0 | $11,977 | $0 | $291,604 | $0 | $0 | $0 |
| Kevin Chapple | ||||||||||||||
| Manager Allied Clinical | $162,130 | $0 | $12,982 | $0 | $135 | $0 | $6,485 | $0 | $110 | $0 | $181,842 | $0 | $0 | $0 |
| Nichole L Hill | ||||||||||||||
| Physicist | $190,202 | $0 | $0 | $0 | $143 | $0 | $5,955 | $0 | $28,908 | $0 | $225,208 | $0 | $0 | $0 |
| Francis G Lee | ||||||||||||||
| VP Philanthropy | $196,689 | $0 | $30,537 | $0 | $25,255 | $0 | $8,110 | $0 | $20,281 | $0 | $280,872 | $0 | $0 | $0 |
| Diane R Murphy | ||||||||||||||
| Chief Quality Officer | $172,823 | $0 | $31,397 | $0 | $4,624 | $0 | $18,457 | $0 | $13,445 | $0 | $240,746 | $0 | $0 | $0 |
| Patti K Willis | ||||||||||||||
| VP External Relations | $236,919 | $0 | $49,020 | $0 | $35,545 | $0 | $9,653 | $0 | $20,743 | $0 | $351,880 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | DURING THE FISCAL YEAR ENDED JUNE 30, 2020, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN THE REPORTING TAX YEAR, THEREFORE THE FULL VALUE OF THE PLAN, INCLUDING ANY CONTRIBUTIONS TO THE PLAN FOR THE CURRENT FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. PRIOR YEAR CONTRIBUTIONS TO THE PLAN WERE PREVIOUSLY REPORTED ON FORM 990 AND ARE INDICATED ON SCHEDULE J, PART II, COLUMN (F). JOANNE R. HAHEY, $254,324 ROBERT FRANK, $213,507 DURING THE FISCAL YEAR-ENDED JUNE 30, 2020, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN A PRIOR YEAR, THEREFORE THE CONTRIBUTIONS TO THE PLAN FOR THE FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B (III), OTHER REPORTABLE COMPENSATION: KENNETH D. KOZEL FRANCIS G. LEE PATTI K. WILLIS JOHN W. ASHWORTH III MOHAN SUNTHA, MD RUTH A. JONES WILLIAM E. HUFFNER |
| Schedule J, Part I, Line 7 Non-fixed payments | BONUSES PAID ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS AND KEY EMPLOYEES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Jones | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Gary Jones has a family relationship with Ruth Jones, Key Employee of the filing organization | RelationshipDescriptionTxt |
| Transaction | $108,983 | TransactionAmt |
| Transaction | Gary Jones was paid reasonable compensation as an employee of the filing organization | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 24a TAX EXEMPT BONDS | PURSUANT TO A MASTER LOAN AGREEMENT DATED DECEMBER 1, 2017 (THE "MASTER LOAN AGREEMENT"), AS AMENDED, UMMS AND SEVERAL OF ITS SUBSIDIARIES HAVE ISSUED DEBT THROUGH THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE "AUTHORITY"). AS SECURITY FOR THE PERFORMANCE OF THE BOND OBLIGATION UNDER THE MASTER LOAN AGREEMENT, THE AUTHORITY MAINTAINS A SECURITY INTEREST IN THE REVENUE OF THE OBLIGORS. THE MASTER LOAN AGREEMENT CONTAINS CERTAIN RESTRICTIVE COVENANTS. THESE COVENANTS REQUIRE THAT RATES AND CHARGES BE SET AT CERTAIN LEVELS, LIMIT INCURRENCE OF ADDITIONAL DEBT, REQUIRE COMPLIANCE WITH CERTAIN OPERATING RATIOS AND RESTRICT THE DISPOSITION OF ASSETS. THE OBLIGATED GROUP UNDER THE MASTER LOAN AGREEMENT INCLUDES THE CORPORATION, ROI, UM MIDTOWN, UM BALTIMORE WASHINGTON, SHORE HEALTH (UM MEMORIAL AND UM DORCHESTER), UM CHESTER RIVER, UM CHARLES REGIONAL, UM ST. JOSEPH, UM UPPER CHESAPEAKE, UM HARFORD MEMORIAL, UM LAUREL, UM PRINCE GEORGE'S, BOWIE HEALTH CENTER (BOWIE), AND THE UMMS FOUNDATION. EACH MEMBER OF THE OBLIGATED GROUP IS JOINTLY AND SEVERALLY LIABLE FOR THE REPAYMENT OF THE OBLIGATIONS UNDER THE MASTER LOAN AGREEMENT OF THE CORPORATION'S $1,637,683,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2020. ALL OF THE BONDS WERE ISSUED IN THE NAME OF UMMS AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | UMMS IS THE SOLE MEMBER OF UNIVERSITY OF MARYLAND SHORE REGIONAL HEALTH, INC. (UMSRH). UMSRH IS THE SOLE MEMBER OF SHS. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | UMMS AND UMSRH MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY OF SHS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | ALL DECISIONS OF THE GOVERNING BODY OF SHS MUST BE APPROVED BY UMMS AND UMSRH. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The University of Maryland Medical System ("UMMS") prepares the IRS Form 990 for UMMS and its affiliates. Information needed to complete the return is gathered by accounting personnel in the Finance Shared Services department under the supervision of the UMMS Tax Director. Draft returns are prepared using IRS-approved tax software. Once a draft return is prepared, it undergoes multiple levels of review both internally by UMMS tax & finance personnel, and externally by Ernst & Young LLP. Following any necessary changes to the return, a final draft is reviewed by each affiliate's vice president of finance and/or CFO. Prior to filing the IRS Form 990, the organization's board chairman, treasurer, governance committee, finance committee or other member(s) of the board with similar authority will review the IRS Form 990. All board members are provided with a copy of the final IRS Form 990 before filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The filing organization follows the University of Maryland Medical System (UMMS) Conflicts of Interest Policy, which requires that all Covered Persons disclose conflicts of interest or potential conflicts of interest between their personal interests and the interests of the organization, or any entity controlled by or owned in substantial part by the organization. Covered Persons means any member of the organization's Board of Directors, a member of a committee of the Board, an officer, or an employee of organization (including subsidiaries) at the VP level or above. The organization (or its sole member) is responsible for administering and enforcing the Conflicts of Interest Policy (Policy). The Governance Committee (or other Board committee having similar authority) reviews any and all conflicts, shall report annually to the full Board on the administration, infractions, and enforcement of the Policy and shall report at the earliest opportunity all matters of concern to the full Board in executive session while interested parties are recused. The organization or its sole member's Compliance Officer is the responsible administrative authority to assist the Board in administering and enforcing the Conflicts of Interest Policy and bringing concerns to the oversight committee. A questionnaire which discloses potential conflicts of interest is distributed annually to Covered Persons. The Chief Compliance Officer of the University of Maryland Medical System Corporation (UMMS) distributes and collects the responses for UMMS and other affiliates, and may be called for consult when potential conflicts are disclosed. If the oversight Committee determines that a Conflict of Interest exists, the Committee shall notify the Covered Person and the organization's Board Chair, and further will notify the full Board at its next meeting. Furthermore, in the event the Committee determines that an actual or perceived Conflict of Interest exists, the Committee shall decide how to address the Conflict of Interest. If the Committee determines that a Conflict of Interest exists but that the organization may enter into the subject transaction or arrangement, the interested Covered Person shall be recused from all deliberations and decisions concerning said transaction or arrangement, any arrangements with that entity, and compensation or benefits for officers, directors, and trustees. Furthermore, the Chair of the Board and the Chairs of the oversight Committee and the Audit and Compliance Committee shall not have any Business Transactions with UMMS, nor shall their Family Members. If the oversight Committee determines that a Covered Person has used their position to accrue Excess Benefits or to knowingly assist others in accruing Excess Benefits in any way at the expense of the organization, the Committee shall recommend to the Executive Committee appropriate corrective action to be taken. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | SHS DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | SHS DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATION'S OR AFFILIATE'S WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM. |
| Form 990, Part VII, Section A HOURS ON RELATED ENTITIES | UMMS IS A MULTI-ENTITY HEALTH CARE SYSTEM THAT INCLUDES 13 ACUTE CARE HOSPITALS, 1 ACUTE CARE HOSPITAL OWNED IN A JOINT VENTURE ARRANGEMENT AND VARIOUS SUPPORTING ENTITIES. A NUMBER OF INDIVIDUALS PROVIDE SERVICES TO VARIOUS ENTITIES WITHIN THE SYSTEM. IN GENERAL, THE OFFICERS AND KEY EMPLOYEES OF UMMS AVERAGE IN EXCESS OF 40 HOURS PER WEEK SERVING THE DIFFERENT ENTITIES THAT COMPRISE UMMS. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | - Total Revenue: 0, Related or Exempt Function Revenue: , Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; - Total Revenue: 0, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part IX, Line 11g Other Fees | SHARED SERVICES - Total Expense: 20676961, Program Service Expense: 20676961, Management and General Expenses: 0, Fundraising Expenses: 0; PHYSICIAN SERVICES - Total Expense: 15489720, Program Service Expense: 15489720, Management and General Expenses: 0, Fundraising Expenses: 0; CONTRACT SERVICES - Total Expense: 5980825, Program Service Expense: 5980825, Management and General Expenses: 0, Fundraising Expenses: 0; TEMPORARY LABOR - Total Expense: 4751555, Program Service Expense: 4751555, Management and General Expenses: 0, Fundraising Expenses: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | EQUITY TRANSFER UMMS AFFILIATES - -22863732; CAPITAL CONTRIBUTIONS - -3095099; Beneficial Interest in Subsidiaries - 3332933; Malpractice Adjustment - -15725655; Inventory Transfer - 354000; Net Assets Released From Restrictions - -134966; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BALTIMORE WASHINGTON EMERGENCY PHYS INC | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521756326 | HEALTHCARE | MD | 501(c)(3) | Type I | BWHS | false |
| BALTIMORE WASHINGTON HEALTHCARE SERVICES | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830243 | HEALTHCARE | MD | 501(c)(3) | Type I | UMBWMS | false |
| BALTIMORE WASHINGTON MEDICAL CENTER INC | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 520689917 | HEALTHCARE | MD | 501(c)(3) | 3 | UMBWMS | false |
| UM BALTIMORE WASHINGTON MEDICAL SYSTEM | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830242 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | false |
| NORTH ARUNDEL DEVELOPMENT CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521318404 | REAL ESTATE | MD | 501(c)(2) | NCC | false | |
| NORTH COUNTY CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521591355 | REAL ESTATE | MD | 501(c)(2) | UMBWMS | false | |
| CHESTER RIVER HEALTH FOUNDATION INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 521338861 | FUNDRAISING | MD | 501(c)(3) | 8 | UMSRH | false |
| UNIV OF MD SHORE REGIONAL HEALTH INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 522046500 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | false |
| CHESTER RIVER HOSPITAL CENTER | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 520679694 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | false |
| CHESTER RIVER MANOR INC | ||||||||||
| 200 MORGNEC ROAD | CHESTERTOWN | MD | 21620 | 526070333 | HEALTHCARE | MD | 501(c)(3) | 10 | UMSRH | false |
| MARYLAND GENERAL CLINICAL PRACTICE GROUP | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521566211 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMTH | false |
| UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521175337 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMSC | false |
| MARYLAND GENERAL HOSPITAL INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 520591667 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMTH | false |
| CARE HEALTH SERVICES INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521510269 | HEALTHCARE | MD | 501(c)(3) | 10 | SHS | Yes (true) |
| MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521282080 | FUNDRAISING | MD | 501(c)(3) | Type I | SHS | Yes (true) |
| UNIVERSITY OF MARYLAND COMMUNITY MEDICAL | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521874111 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | false |
| JAMES LAWRENCE KERNAN HOSPITAL INC | ||||||||||
| 2200 KERNAN DRIVE | BALTIMORE | MD | 21207 | 520591639 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| UMMS FOUNDATION INC | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 522238893 | FUNDRAISING | MD | 501(c)(3) | Type I | UMMSC | false |
| UNIVERSITY OF MD MEDICAL SYSTEM CORP | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521362793 | HEALTHCARE | MD | 501(c)(3) | 3 | NA | false |
| UNIVERSITY OF MARYLAND CHARLES REGIONAL | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522155576 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | false |
| CIVISTA MEDICAL CENTER INC | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 520445374 | HEALTHCARE | MD | 501(c)(3) | 3 | UMCRH | false |
| CHARLES REGIONAL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 521414564 | FUNDRAISING | MD | 501(c)(3) | Type I | UMCRH | false |
| UNIV OF MD ST JOSEPH FOUNDATION INC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521681044 | FUNDRAISING | MD | 501(c)(3) | Type I | UMSJHS | false |
| HARFORD MEMORIAL HOSPITAL INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 520591484 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | false |
| UMSJ HEALTH SYSTEM LLC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 462097818 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| UM UPPER CHESAPEAKE HEALTH SYSTEM INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398513 | HEALTHCARE | MD | 501(c)(3) | Type III-O | UMMSC | false |
| UPPER CHESAPEAKE HEALTH FOUNDATION INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398507 | FUNDRAISING | MD | 501(c)(3) | Type I | UMUCHS | false |
| UPPER CHESAPEAKE MEDICAL CENTER INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521253920 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | false |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521501734 | HEALTHCARE | MD | 501(c)(3) | 10 | UMUCHS | false |
| UPPER CHESAPEAKE PROPERTIES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521907237 | REAL ESTATE | MD | 501(c)(2) | UMUCHS | false | |
| UPPER CHES RESIDENTIAL HOSPICE HOUSE INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 260737028 | HOSPICE | MD | 501(c)(3) | 10 | UMUCHS | false |
| Harford Crisis Center Inc | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521229742 | HOME CARE | MD | 501(c)(3) | Type II | UMUCHS | false |
| DIMENSIONS HEALTH CORPORATION | ||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521289729 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| DIMENSIONS HEALTHCARE ASSOCIATES | ||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521902711 | HEALTHCARE | MD | 501(c)(3) | Type I | UMCAPRH | false |
| UM CAPITAL REGION HEALTH INC | ||||||||||
| 250 W PRATT ST STE 2400 | BALTIMORE | MD | 21201 | 823596114 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 522000762 | HEALTHCARE | MD | APA INC | N/A | false | false |
| BALTIMORE WASHINGTON IMAGING | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 200806027 | HEALTHCARE | MD | UMBWMS | N/A | false | false |
| UNIVERSITYCARE LLC | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521914892 | HEALTHCARE | MD | UMMSC | N/A | false | false |
| O'DEA MEDICAL ARTS LIMITED PAR | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521682964 | RENTAL | MD | SJMC PROP | N/A | false | false |
| ADVANCED IMAGING AT ST JOSEPH | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521958002 | HEALTHCARE | MD | UMSJMC | N/A | false | false |
| UNIVERSITY OF MARYLAND CHARLES | ||||||||||
| PO BOX 1070 | LAPLATA | MD | 20646 | 300956382 | HEALTHCARE | MD | UMCRCP | N/A | false | false |
| BALTIMORE ASC VENTURES LLC | ||||||||||
| 7620 YORK ROAD | TOWSON | MD | 21204 | 824133899 | HEALTHCARE | DE | UMSJMC | N/A | false | false |
| UCHSUMMS Real Estate Trust | ||||||||||
| 520 Upper Chesapeake Drive | Bel Air | MD | 21014 | 276803540 | Holding Co | MD | UMMSC | N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521992649 | HEALTHCARE | MD | NA | C Corporation | false | |||||||
| BALTIMORE WASHINGTON HEALTH ENTERPRISES | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521936656 | HEALTHCARE | MD | NA | C Corporation | false | |||||||
| BW PROFESSIONAL SERVICES INC | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521655640 | HEALTHCARE | MD | NA | C Corporation | false | |||||||
| NA EXECUTIVE BUILDING CONDO ASSN INC | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | REAL ESTATE | MD | NA | C Corporation | false | ||||||||
| UM CHARLES REGIONAL CARE PARTNERS | ||||||||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522176314 | HEALTHCARE | MD | NA | C Corporation | false | |||||||
| UNIVERSITY MIDTOWN PROF CENTER | ||||||||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521891126 | REAL ESTATE | MD | NA | C Corporation | false | |||||||
| UNIVERSITY OF MARYLAND HEALTH ADVANTAGE | ||||||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 461411902 | INSURANCE | MD | NA | C Corporation | false | |||||||
| UNIVERSITY OF MARYLAND HEALTH PARTNERS | ||||||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815803 | INSURANCE | MD | NA | C Corporation | false | |||||||
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE | ||||||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815722 | INSURANCE | MD | NA | C Corporation | false | |||||||
| UPPER CHESAPEAKE HEALTH VENTURES INC | ||||||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 522031264 | HEALTHCARE | MD | NA | C Corporation | false | |||||||
| UPPER CHESAPEAKE MEDICAL CENTER LAND CON | ||||||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 770674478 | REAL ESTATE | MD | NA | C Corporation | false | |||||||
| UPPER CHESAPEAKE MEDICAL OFFICE BUILDING | ||||||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521946829 | REAL ESTATE | MD | NA | C Corporation | false | |||||||
| SHORE ORTHOPEDICS INC | ||||||||||||||||
| 219 S WASHINGTON STREET | EASTON | MD | 21601 | 371817262 | HEALTHCARE | MD | Yes | C Corporation | Yes (true) | $8,461,154 | $1,997,535 | 1 | ||||
| MADISON MANOR INC | ||||||||||||||||
| 5801 42ND AVE | HYATTSVILLE | MD | 20781 | 521269059 | HEALTHCARE | MD | NA | C Corporation | false | |||||||
| AFFILIATED ENTERPRISES INC | ||||||||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521542144 | HEALTHCARE | MD | NA | C Corporation | false | |||||||
| DIMENSIONS ASSURANCE LTD | ||||||||||||||||
| 980348082 | INSURANCE | NA | C Corporation | false | PO BOX 1363 GENESIS BLDG | GRAND CAYMAN | CJ | CJ | ||||||||
| RIVERSIDE HEALTH OF DELAWARE INC | ||||||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 463205820 | HEALTHCARE | DE | NA | C Corporation | false | |||||||
| RIVERSIDE HEALTH OF DC INC | ||||||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 461411713 | HEALTHCARE | DC | NA | C Corporation | false | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Memorial Hospital Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $2,279,778 | InvolvedAmt |
| Method Of Amount Determination | Book Value | MethodOfAmountDeterminationTxt |