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UPPER CHESAPEAKE HEALTH FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UPPER CHESAPEAKE HEALTH FOUNDATION INC (EIN 52-1398507)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-01
IRS object ID
202011839349300821
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-01T10:31:15-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 NEW YORK AVE NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521398507EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN WITMANPersonNm
Person TitleSVP, CFOPersonTitleTxt
Signature2020-07-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN LOWEPreparerPersonNm
PTINP01866796PTIN
Phone2023276000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1LYLE E SHELDONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 Upper Chesapeake DriveAddressLine1Txt
CityBel AirCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21014ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,981,791GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UCHFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionSUPPORTING ORGANIZATION OF UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM AND ITS AFFILIATESActivityOrMissionDesc
Voting Members Governing Body42VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers46TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,047,070PYContributionsGrantsAmt
CY Contributions Grants$4,428,370CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$824,847PYInvestmentIncomeAmt
CY Investment Income$962,528CYInvestmentIncomeAmt
PY Other Revenue$616,978PYOtherRevenueAmt
CY Other Revenue$42,282CYOtherRevenueAmt
PY Total Revenue$5,488,895PYTotalRevenueAmt
CY Total Revenue$5,433,180CYTotalRevenueAmt
PY Grants And Similar Paid$1,118,321PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,874,653CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,018,367PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,119,080CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$602,720PYOtherExpensesAmt
CY Other Expenses$975,242CYOtherExpensesAmt
PY Total Expenses$2,739,408PYTotalExpensesAmt
CY Total Expenses$3,968,975CYTotalExpensesAmt
PY Revenues Less Expenses$2,749,487PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,464,205CYRevenuesLessExpensesAmt
Total Assets BOY$32,420,868TotalAssetsBOYAmt
Total Assets EOY$37,570,871TotalAssetsEOYAmt
Total Liabilities BOY$9,931,011TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,593,517TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,489,857NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$24,977,354NetAssetsOrFundBalancesEOYAmt
MissionTHE UPPER CHESAPEAKE HEALTH FOUNDATION SUPPORTS THE MISSION OF UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM THROUGH DEVELOPING RELATIONSHIPS WITH LOCAL CITIZENS AND ORGANIZATIONS WHO WISH TO TAKE PART IN THE EXPANSION AND IMPROVEMENT OF HEALTHCARE SERVICES PROVIDED IN HARFORD COUNTY. THROUGH THE WORK OF THE UPPER CHESAPEAKE HEALTH FOUNDATION, THE COMMUNITY SUPPORTS THEIR HOSPITAL THROUGH PHILANTHROPIC GIFTS, PLANNED GIVING, PARTICIPATION IN FUNDRAISING EVENTS AND VOLUNTEERISM.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,968,975ExpenseAmt
Grant$1,874,653GrantAmt
Revenue$0RevenueAmt
DescFUNDRAISE FOR AND DISTRIBUTE FUNDS FOR CAPITAL AND OPERATING PROGRAMS TO UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM AND ITS AFFILIATES.Desc
Total Program Service Expenses$3,968,975TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members42GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN WITMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4436431000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1520 UPPER CHESAPEAKE DRIVEAddressLine1Txt
CityBEL AIRCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21014ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Thomas L Fidler
SECRETARY1.00Yes (X)Yes (X)$0$0$0
Cindy Hushon
ASSISTANT SECRETARY1.01.0Yes (X)Yes (X)$0$0$0
R Bryan Kilby
TREASURER1.04.0Yes (X)Yes (X)$0$0$0
Andrew Klein
VICE CHAIRMAN (Deceased 03/19)1.05.0Yes (X)Yes (X)$0$0$0
Lawrence Scanlan
VICE PRESIDENT1.03.0Yes (X)Yes (X)$0$0$0
Lyle E Sheldon
PRESIDENT/CEO1.046.0Yes (X)Yes (X)$0$1,286,432$39,131
Albert J A Young
CHAIRMAN1.04.0Yes (X)Yes (X)$0$0$0
William B Allen
DIRECTOR1.05.0Yes (X)$0$0$0
Susan A Bauer
DIRECTOR (ENDED 5/19)1.00Yes (X)$0$0$0
Jason Birnbaum MD
DIRECTOR1.03.0Yes (X)$0$0$0
Alissa Birnbaum
DIRECTOR1.00Yes (X)$0$0$0
Clarence C Boyle Jr
DIRECTOR1.00Yes (X)$0$0$0
Lillian A Cohen
DIRECTOR1.00Yes (X)$0$0$0
Susie Comer
DIRECTOR1.00Yes (X)$0$0$0
Melinda L Craig
DIRECTOR1.05.0Yes (X)$0$0$0
June Dunn
DIRECTOR1.00Yes (X)$0$0$0
Georgeanna Garceau
DIRECTOR1.00Yes (X)$0$0$0
Rajiv Goel
DIRECTOR1.04.0Yes (X)$0$0$0
Sandra D Guzewich
DIRECTOR1.00Yes (X)$0$0$0
Franklin J Hajek
DIRECTOR1.04.0Yes (X)$0$0$0
James M Harkins
DIRECTOR1.04.0Yes (X)$0$0$0
Kevin Jablon
DIRECTOR (ENDED 6/19)1.00Yes (X)$0$0$0
Muhammad K Jokhadar MD
DIRECTOR1.042.0Yes (X)$0$377,919$40,220
Bryan E Kelly
DIRECTOR1.05.0Yes (X)$0$0$0
Sheryl D Kohl
DIRECTOR1.00Yes (X)$0$0$0
Dennis Kurgansky MD
DIRECTOR1.05.0Yes (X)$0$0$0
James Lambdin
DIRECTOR1.00Yes (X)$0$0$0
Michael Macpherson
DIRECTOR1.00Yes (X)$0$0$0
Donald W Mathis
DIRECTOR1.04.0Yes (X)$0$0$0
Lorraine Mayo
DIRECTOR1.00Yes (X)$0$0$0
Mary Anne Medeiros
DIRECTOR1.00Yes (X)$0$0$0
Mark Moody
DIRECTOR (ENDED 09/18)1.01.0Yes (X)$0$124,422$6,596
Keith Rawlings
DIRECTOR1.00Yes (X)$0$0$0
Joseph Ries
DIRECTOR1.00Yes (X)$0$0$0
JThomas Sadowski
DIRECTOR1.00Yes (X)$0$0$0
Jason Skidmore
DIRECTOR1.00Yes (X)$0$0$0
Joseph Snee Jr
DIRECTOR1.00Yes (X)$0$0$0
Donna Stifler
DIRECTOR1.00Yes (X)$0$0$0
Richard P Streett Jr
DIRECTOR1.05.0Yes (X)$0$0$0
Lisa Thomas MD
DIRECTOR1.03.0Yes (X)$0$0$0
Terry Troy
DIRECTOR1.00Yes (X)$0$0$0
Thomas Walls
DIRECTOR1.00Yes (X)$0$0$0
William J Ward Jr
DIRECTOR1.04.0Yes (X)$0$0$0
Craig Ward
DIRECTOR1.00Yes (X)$0$0$0
Adele A Wilzack
DIRECTOR1.06.0Yes (X)$0$0$0
Irka Zazulak
DIRECTOR1.00Yes (X)$0$0$0
Stephen V Witman
SVP/CFO1.046.0Yes (X)$0$272,814$57,963
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,061,587TotReportableCompRltdOrgAmt
Total Other Compensation$143,910TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$961,521FundraisingAmt
Related Organizations$22,500RelatedOrganizationsAmt
All Other Contributions$3,444,349AllOtherContributionsAmt
Noncash Contributions$18,198NoncashContributionsAmt
Total Contributions$4,428,370TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

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

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$687,034TotalRevenueColumnAmt
Exclusion$687,034ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,345,717SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,070,223SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$275,494SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$275,494TotalRevenueColumnAmt
Exclusion$275,494ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$520,670FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$961,521ContriRptFundraisingEventAmt
Fundraising Direct Expenses$478,388FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,282TotalRevenueColumnAmt
Exclusion$42,282ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,433,180TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,004,810ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,874,606TotalAmt
Program Services$1,874,606ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$47TotalAmt
Program Services$47ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$902,484TotalAmt
Program Services$902,484ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$216,596TotalAmt
Program Services$216,596ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$288,773TotalAmt
Program Services$288,773ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$52,958TotalAmt
Program Services$52,958ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,994TotalAmt
Program Services$10,994ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,459TotalAmt
Program Services$1,459ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,142TotalAmt
Program Services$6,142ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$327TotalAmt
Program Services$327ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,142TotalAmt
Program Services$5,142ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
SUPPLIES$195,110$195,110
BAD DEBT$33,137$33,137
OTHER$381,200$381,200

All Other Expenses AllOtherExpensesGrp

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

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,968,975TotalAmt
Program Services$3,968,975ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$305,951BOYAmt
EOY$2,907,445EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,272,747BOYAmt
EOY$5,720,288EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$63,570LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,899LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$53,812BOYAmt
EOY$48,671EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$26,743,249BOYAmt
EOY$28,871,786EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$45,109BOYAmt
EOY$22,681EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,420,868BOYAmt
EOY$37,570,871EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,931,011BOYAmt
EOY$12,593,517EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,931,011BOYAmt
EOY$12,593,517EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,897,567BOYAmt
EOY$16,218,718EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,316,086BOYAmt
EOY$7,482,432EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,276,204BOYAmt
EOY$1,276,204EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,489,857BOYAmt
EOY$24,977,354EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$32,420,868BOYAmt
EOY$37,570,871EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,464,205ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,168,742NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$145,450OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations6SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (6 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
UPPER CHESAPEAKE MEDICAL CENTER
5212539203Yes (true)$1,022,573$0
UPPER CHESAPEAKE HEALTH SYSTEM
5213985137Yes (true)$26,384$0
UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE
2607370287Yes (true)$250,000$0
HARFORD MEMORIAL HOSPITAL INC
5205914843Yes (true)$65,648$0
Upper Chesapeake Medical Services Inc
5215017349Yes (true)$10,000$0
Harford Crisis Center Inc
5212297429Yes (true)$500,000$0
FieldValueIRS element (for citing)
Supported Organizations Total6SupportedOrganizationsTotalCnt
Support Sum$1,874,605SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

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

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

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

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,592,291BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$224,250InvestmentEarningsOrLossesAmt
Other Expenditures$57,904OtherExpendituresAmt
End Year Balance$8,758,637EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,802,125BeginningYearBalanceAmt
Contributions$296,832ContributionsAmt
Investment Earnings Or Losses$493,334InvestmentEarningsOrLossesAmt
End Year Balance$8,592,291EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,190,196BeginningYearBalanceAmt
Contributions$136,190ContributionsAmt
Investment Earnings Or Losses$475,739InvestmentEarningsOrLossesAmt
End Year Balance$7,802,125EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,290,101BeginningYearBalanceAmt
Investment Earnings Or Losses-$67,664InvestmentEarningsOrLossesAmt
Other Expenditures$32,241OtherExpendituresAmt
End Year Balance$7,190,196EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,438,153BeginningYearBalanceAmt
Contributions$15,000ContributionsAmt
Investment Earnings Or Losses$378,022InvestmentEarningsOrLossesAmt
Other Expenditures$541,074OtherExpendituresAmt
End Year Balance$7,290,101EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,470OtherCostOrOtherBasisAmt
Depreciation$14,899DepreciationAmt
Book Value$2,571BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$48,671TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AFFILIATESDesc
Amt$12,593,517Amt
FieldValueIRS element (for citing)
Total Liability$12,593,517TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsTHE INTENDED USES OF THE TEMPORARILY RESTRICTED NET ASSETS ARE AS FOLLOWS: NURSING EDUCATION AT HARFORD MEMORIAL HOSPITAL (A SUPPORTED ORGANIZATION OF THIS FILING ORGANIZATION) AND OTHER HEALTHCARE PROGRAMS AT UPPER CHESAPEAKE MEDICAL CENTER AND HARFORD MEMORIAL HOSPITAL (BOTH SUPPORTED ORGANIZATIONS OF THIS FILING ORGANIZATION).
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteTHE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Star NightEvent1Nm
Gross Receipts Event1$1,082,575GrossReceiptsEvent1Amt
Charitable Contri Event1$649,800CharitableContriEvent1Amt
Gross Revenue Event1$432,775GrossRevenueEvent1Amt
Other Direct Expenses Event1$336,613OtherDirectExpensesEvent1Amt
Event2GolfEvent2Nm
Gross Receipts Event2$161,430GrossReceiptsEvent2Amt
Charitable Contri Event2$123,700CharitableContriEvent2Amt
Gross Revenue Event2$37,730GrossRevenueEvent2Amt
Other Direct Expenses Event2$55,343OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$238,186GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$188,021CharitableContriOtherEventsAmt
Gross Revenue Other Events$50,165GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$86,432OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,482,191GrossReceiptsTotalAmt
Charitable Contributions Tot$961,521CharitableContributionsTotAmt
Gross Revenue Total Events$520,670GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$478,388OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$478,388DirectExpenseSummaryEventsAmt
Net Income Summary$42,282NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
UPPER CHESAPEAKE MEDICAL CENTER
500 Upper Chesapeake DriveBEL AIRMD21014521253920501(c)(3)$1,022,573General Support
UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM INC
520 UPPER CHESAPEAKE DRIVEBEL AIRMD21014521398513501(c)(3)$26,384General SupportSUITE 405
UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE
520 UPPER CHESAPEAKE DRIVEBel AirMD21014260737028501(c)(3)$250,000General SupportSUITE 405
HARFORD MEMORIAL HOSPITAL INC
501 SOUTH UNION AVENUEHAVRE DE GRACEMD21078520591484501(c)(3)$65,649General Support
HARFORD CRISIS CENTER INC
8003 CORPORATE DRIVEBALTIMOREMD21236521229742501(c)(3)$500,000General Support
UPPER CHESAPEAKE MEDICAL SERVICES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521501734501(c)(3)$10,000General SupportSUITE 405
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationUCHF PROVIDES MONETARY SUPPORT TO SEVERAL OF ITS SUPPORTED ORGANIZATIONS TO FURTHER THE PROGRAMS AND EXEMPT PURPOSES OF THESE ORGANIZATIONS. THE COMMON BOARDS OF THESE ORGANIZATIONS ENSURE THAT FUNDS ARE USED FOR THE EXEMPT PURPOSES OF THESE RELATED ORGANIZATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Lyle E Sheldon
PRESIDENT/CEO$0$674,953$0$346,220$0$265,259$0$11,000$0$28,131$0$1,325,563$0$0
Muhammad K Jokhadar MD
DIRECTOR$0$314,626$0$62,723$0$570$0$13,750$0$26,470$0$418,139$0$0
Stephen V Witman
SVP/CFO$0$271,158$0$0$0$1,656$0$33,331$0$24,632$0$330,777$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 7 NONFIXED PAYMENTSBONUSES PAID, BY A RELATED ORGANIZATION, 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 J, Part I, Line 3 Arrangement used to establish the top management official's compensationALL COMPENSATION TO OFFICERS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planDURING THE FISCAL YEAR- ENDED JUNE 30, 2019, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS NOT VESTED IN THE PLAN THEREFORE THE ACCRUED CONTRIBUTION TO THE PLAN FOR THE FISCAL YEAR IS REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION: STEPHEN V. WITMAN DURING THE FISCAL YEAR ENDED JUNE 30, 2019, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS VESTED IN THE PLAN, THEREFORE THE CONTRIBUTIONS TO THE PLAN FOR THE CALENDAR YEAR 2018 ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION: LYLE E. SHELDON

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15 PROCESS FOR DETERMINING COMPENSATIONTHE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP.
Form 990, Part VI, Line 2 Family RelationshipJASON BIRNBAUM IS THE SPOUSE OF ALISSA BIRNBAUM. THEY BOTH SERVE AS DIRECTORS WITH THE FILING ORGANIZATION.
Form 990, Part VI, Line 6 Classes of members or stockholdersUNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE HEALTH FOUNDATION, INC., UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMUCHS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyUNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE HEALTH FOUNDATION, INC., UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMUCHS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersUNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE HEALTH FOUNDATION, INC., UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMUCHS.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe University of Maryland Medical System ("UMMS") prepares the IRS Form 990 for UMMS and its affiliates. Information needed to complete the return is gathered by accounting personnel in the Finance Shared Services department under the supervision of the UMMS Tax Director. Draft returns are prepared using IRS-approved tax software. Once a draft return is prepared, it undergoes multiple levels of review both internally by UMMS tax & finance personnel, and externally by Ernst & Young LLP. Following any necessary changes to the return, a final draft is reviewed by each affiliate's vice president of finance and/or CFO. Prior to filing the IRS Form 990, the organization's board chairman, treasurer, governance committee chairman, finance committee chairman or other member of the board with similar authority will review the IRS Form 990. All board members are provided with a copy of the final IRS Form 990 before filing.
Form 990, Part VI, Line 12c Conflict of interest policyThe filing organization follows the University of Maryland Medical System (UMMS) Conflicts of Interest Policy, which requires that all Covered Persons disclose conflicts of interest or potential conflicts of interest between their personal interests and the interests of the organization, or any entity controlled by or owned in substantial part by the organization. Covered Persons means any member of the organization's Board of Directors, a member of a committee of the Board, an officer, or an employee of organization (including subsidiaries) at the VP level or above. The organization (or its sole member) is responsible for administering and enforcing the Conflicts of Interest Policy (Policy). The Governance Committee (or other Board committee having similar authority) reviews any and all conflicts, shall report annually to the full Board on the administration, infractions, and enforcement of the Policy and shall report at the earliest opportunity all matters of concern to the full Board in executive session while interested parties are recused. The organization or its sole member's Compliance Officer is the responsible administrative authority to assist the Board in administering and enforcing the Conflicts of Interest Policy and bringing concerns to the oversight committee. A questionnaire which discloses potential conflicts of interest is distributed annually to Covered Persons. The Chief Compliance Officer of the University of Maryland Medical System Corporation (UMMS) distributes and collects the responses for UMMS and other affiliates, and may be called for consult when potential conflicts are disclosed. If the oversight Committee determines that a Conflict of Interest exists, the Committee shall notify the Covered Person and the organization's Board Chair, and further will notify the full Board at its next meeting. Furthermore, in the event the Committee determines that an actual or perceived Conflict of Interest exists, the Committee shall decide how to address the Conflict of Interest. If the Committee determines that a Conflict of Interest exists but that the organization may enter into the subject transaction or arrangement, the interested Covered Person shall be recused from all deliberations and decisions concerning said transaction or arrangement, any arrangements with that entity, and compensation or benefits for officers, directors, and trustees. Furthermore, the Chair of the Board and the Chairs of the oversight Committee and the Audit and Compliance Committee shall not have any Business Transactions with UMMS, nor shall their Family Members. If the oversight Committee determines that a Covered Person has used their position to accrue Excess Benefits or to knowingly assist others in accruing Excess Benefits in any way at the expense of the organization, the Committee shall recommend to the Executive Committee appropriate corrective action to be taken.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATION'S OR AFFILIATE'S WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesRELEASE OF FUNDS - RELATED ORGS - -84231; CHANGE IN INVESTMENT ACTIVITY - -66285; STOCK PLEDGE PAYMENTS - 5066;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BALTIMORE WASHINGTON EMERGENCY PHYS INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061521756326HEALTHCAREMD501(c)(3)Type IBWHSfalse
BALTIMORE WASHINGTON HEALTHCARE SERVICES
301 HOSPITAL DRIVEGLEN BURNIEMD21061521830243HEALTHCAREMD501(c)(3)Type IUMBWMSfalse
BALTIMORE WASHINGTON MEDICAL CENTER INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061520689917HEALTHCAREMD501(c)(3)3UMBWMSfalse
UM BALTIMORE WASHINGTON MEDICAL SYSTEM
301 HOSPITAL DRIVEGLEN BURNIEMD21061521830242HEALTHCAREMD501(c)(3)Type IUMMSCfalse
NORTH ARUNDEL DEVELOPMENT CORPORATION
301 HOSPITAL DRIVEGLEN BURNIEMD21061521318404REAL ESTATEMD501(c)(2)NCCfalse
NORTH COUNTY CORPORATION
301 HOSPITAL DRIVEGLEN BURNIEMD21061521591355REAL ESTATEMD501(c)(2)UMBWMSfalse
CHESTER RIVER HEALTH FOUNDATION INC
100 BROWN STREETCHESTERTOWNMD21620521338861FUNDRAISINGMD501(c)(3)8UMSRHfalse
UNIV OF MD SHORE REGIONAL HEALTH INC
100 BROWN STREETCHESTERTOWNMD21620522046500HEALTHCAREMD501(c)(3)Type IUMMSCfalse
CHESTER RIVER HOSPITAL CENTER
100 BROWN STREETCHESTERTOWNMD21620520679694HEALTHCAREMD501(c)(3)3UMSRHfalse
CHESTER RIVER MANOR INC
200 MORGNEC ROADCHESTERTOWNMD21620526070333HEALTHCAREMD501(c)(3)10UMSRHfalse
MARYLAND GENERAL CLINICAL PRACTICE GROUP
827 LINDEN AVENUEBALTIMOREMD21201521566211HEALTHCAREMD501(c)(3)Type IIUMMTHfalse
UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC
827 LINDEN AVENUEBALTIMOREMD21201521175337HEALTHCAREMD501(c)(3)Type IIUMMSCfalse
MARYLAND GENERAL HOSPITAL INC
827 LINDEN AVENUEBALTIMOREMD21201520591667HEALTHCAREMD501(c)(3)3UMMTHfalse
CARE HEALTH SERVICES INC
219 SOUTH WASHINGTON STREETEASTONMD21601521510269HEALTHCAREMD501(c)(3)10SHSfalse
MEMORIAL HOSPITAL FOUNDATION INC
219 SOUTH WASHINGTON STREETEASTONMD21601521282080FUNDRAISINGMD501(c)(3)Type ISHSfalse
UNIVERSITY OF MARYLAND COMMUNITY MEDICAL
22 SOUTH GREENE STREETBALTIMOREMD21201521874111HEALTHCAREMD501(c)(3)3UMSRHfalse
SHORE HEALTH SYSTEM INC
219 SOUTH WASHINGTON STREETEASTONMD21601520160538HEALTHCAREMD501(c)(3)3UMSRHfalse
JAMES LAWRENCE KERNAN HOSPITAL INC
2200 KERNAN DRIVEBALTIMOREMD21207520591639HEALTHCAREMD501(c)(3)3UMMSCfalse
UMMS FOUNDATION INC
22 SOUTH GREENE STREETBALTIMOREMD21201522238893FUNDRAISINGMD501(c)(3)Type IUMMSCfalse
UNIVERSITY OF MARYLAND CHARLES REGIONAL
PO BOX 1070LA PLATAMD20646522155576HEALTHCAREMD501(c)(3)Type III-FIUMMSCfalse
UNIVERSITY OF MD MEDICAL SYSTEM CORP
22 SOUTH GREENE STREETBALTIMOREMD21201521362793HEALTHCAREMD501(c)(3)3NAfalse
CIVISTA MEDICAL CENTER INC
PO BOX 1070LA PLATAMD20646520445374HEALTHCAREMD501(c)(3)3UMCRHfalse
CHARLES REGIONAL MEDICAL CENTER FOUNDATION
PO BOX 1070LA PLATAMD20646521414564FUNDRAISINGMD501(c)(3)Type IUMCRHfalse
UNIV OF MD ST JOSEPH FOUNDATION INC
7601 OSLER DRIVETOWSONMD21204521681044FUNDRAISINGMD501(c)(3)Type IUMSJHSfalse
HARFORD MEMORIAL HOSPITAL INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014520591484HEALTHCAREMD501(c)(3)3UMUCHSfalse
UM UPPER CHESAPEAKE HEALTH SYSTEM INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521398513HEALTHCAREMD501(c)(3)Type III-OUMMSCfalse
UPPER CHESAPEAKE MEDICAL CENTER INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521253920HEALTHCAREMD501(c)(3)3UMUCHSfalse
UPPER CHESAPEAKE MEDICAL SERVICES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521501734HEALTHCAREMD501(c)(3)10UMUCHSfalse
UPPER CHESAPEAKE PROPERTIES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014521907237REAL ESTATEMD501(c)(2)UMUCHSfalse
UPPER CHES RESIDENTIAL HOSPICE HOUSE INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014260737028HOSPICEMD501(c)(3)10UMUCHSfalse
Harford Crisis Center Inc
520 UPPER CHESAPEAKE DRBEL AIRMD21014521229742HOME CAREMD501(c)(3)Type IIUMUCHSfalse
UMSJ HEALTH SYSTEM LLC
7601 OSLER DRIVETOWSONMD21204462097818HEALTHCAREMD501(c)(3)3UMMSCfalse
DIMENSIONS HEALTH CORPORATION
3001 HOSPITAL DRIVECHEVERLYMD20785521289729HEALTHCAREMD501(c)(3)3UMMSCfalse
DIMENSIONS HEALTHCARE ASSOCIATES
3001 HOSPITAL DRIVECHEVERLYMD20785521902711HEALTHCAREMD501(c)(3)Type IUMCAPRHfalse
UM CAPITAL REGION HEALTH INC
250 W PRATT ST STE 2400BALTIMOREMD21201823596114HEALTHCAREMD501(c)(3)Type III-FIUMMSCfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ARUNDEL PHYSICIANS ASSOCIATES
301 HOSPITAL DRIVEGLEN BURNIEMD21061522000762HEALTHCAREMDAPA INCfalsefalse
BALTIMORE WASHINGTON IMAGING
301 HOSPITAL DRIVEGLEN BURNIEMD21061200806027HEALTHCAREMDUMBWMSfalsefalse
UNIVERSITYCARE LLC
22 SOUTH GREENE STREETBALTIMOREMD21201521914892HEALTHCAREMDUMMSCfalsefalse
O'DEA MEDICAL ARTS LIMITED PAR
7601 OSLER DRIVETOWSONMD21204521682964RENTALMDSJMC PROPfalsefalse
ADVANCED IMAGING AT ST JOSEPH
7601 OSLER DRIVETOWSONMD21204521958002HEALTHCAREMDUMSJMCfalsefalse
UNIVERSITY OF MARYLAND CHARLES
PO BOX 1070LAPLATAMD20646300956382HEALTHCAREMDUMCRCPfalsefalse
BALTIMORE ASC VENTURES LLC
7620 YORK ROADTOWSONMD21204824133899HEALTHCAREDEUMSJMCfalsefalse
UCHSUMMS Real Estate Trust
520 Upper Chesapeake DriveBel AirMD21014276803540Holding CoMDUMMSCfalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
ARUNDEL PHYSICIANS ASSOCIATES INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061521992649HEALTHCAREMDNAC Corporationfalse
BALTIMORE WASHINGTON HEALTH ENTERPRISES
301 HOSPITAL DRIVEGLEN BURNIEMD21061521936656HEALTHCAREMDNAC Corporationfalse
BW PROFESSIONAL SERVICES INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061521655640HEALTHCAREMDNAC Corporationfalse
NA EXECUTIVE BUILDING CONDO ASSN INC
301 HOSPITAL DRIVEGLEN BURNIEMD21061REAL ESTATEMDNAC Corporationfalse
UM CHARLES REGIONAL CARE PARTNERS
PO BOX 1070LA PLATAMD20646522176314HEALTHCAREMDNAC Corporationfalse
UNIVERSITY MIDTOWN PROF CENTER
827 LINDEN AVENUEBALTIMOREMD21201521891126REAL ESTATEMDNAC Corporationfalse
UNIVERSITY OF MARYLAND HEALTH ADVANTAGE
22 SOUTH GREENE STREETBALTIMOREMD21201461411902INSURANCEMDNAC Corporationfalse
UNIVERSITY OF MARYLAND HEALTH PARTNERS
22 SOUTH GREENE STREETBALTIMOREMD21201452815803INSURANCEMDNAC Corporationfalse
UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE
22 SOUTH GREENE STREETBALTIMOREMD21201452815722INSURANCEMDNAC Corporationfalse
UPPER CHESAPEAKE HEALTH VENTURES INC
520 UPPER CHESAPEAKE DRBEL AIRMD21014522031264HEALTHCAREMDNAC Corporationfalse
UPPER CHESAPEAKE MEDICAL CENTER LAND CON
520 UPPER CHESAPEAKE DRBEL AIRMD21014770674478REAL ESTATEMDNAC Corporationfalse
UPPER CHESAPEAKE MEDICAL OFFICE BUILDING
520 UPPER CHESAPEAKE DRBEL AIRMD21014521946829REAL ESTATEMDNAC Corporationfalse
SHORE ORTHOPEDICS INC
219 S WASHINGTON STREETEASTONMD21601371817262HEALTHCAREMDNAC Corporationfalse
MADISON MANOR INC
5801 42ND AVEHYATTSVILLEMD20781521269059HEALTHCAREMDNAC Corporationfalse
AFFILIATED ENTERPRISES INC
3001 HOSPITAL DRIVECHEVERLYMD20785521542144HEALTHCAREMDNAC Corporationfalse
DIMENSIONS ASSURANCE LTD
980348082INSURANCENAC CorporationfalsePO BOX 1363 GENESIS BLDGGRAND CAYMANCJCJ
RIVERSIDE HEALTH OF DELAWARE INC
1966 GREENSPRING DRIVE STE 600TIMONIUMMD21093463205820HEALTHCAREDENAC Corporationfalse
RIVERSIDE HEALTH OF DC INC
1966 GREENSPRING DRIVE STE 600TIMONIUMMD21093461411713HEALTHCAREDCNAC Corporationfalse
UPPER CHESAPEAKE INSURANCE COMPANY LTD
520 UPPER CHESAPEAKE DRBEL AIRMD21014980468438INSURANCENAC CorporationfalseCJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (true)AssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd