UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (EIN 52-1362793)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-02
- IRS object ID
- 202021849349300817
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-02T09:32:51-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 AVE 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 | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521362793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Maryland Medical System Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4434625811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 South Greene Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S MICHELLE LEE | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Signature | 2020-07-02 | 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 | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Maryland Medical Center | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHAN SUNTHA MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W PRATT ST | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,858,056,322 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE UNVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (UMMS) PROVIDES A VARIETY OF INPATIENT/ OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 12624 | TotalEmployeeCnt |
| Total Volunteers | 1129 | TotalVolunteersCnt |
| Total Gross UBI | -$234,554 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,796,513 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,665,793 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,599,469,253 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,712,610,515 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,328,422 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,190,566 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,494,565 | PYOtherRevenueAmt |
| CY Other Revenue | $7,671,549 | CYOtherRevenueAmt |
| PY Total Revenue | $1,656,088,753 | PYTotalRevenueAmt |
| CY Total Revenue | $1,748,138,423 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $498,069 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $326,115 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $755,234,772 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $810,552,136 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $860,466,892 | PYOtherExpensesAmt |
| CY Other Expenses | $877,925,986 | CYOtherExpensesAmt |
| PY Total Expenses | $1,616,199,733 | PYTotalExpensesAmt |
| CY Total Expenses | $1,688,804,237 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,889,020 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $59,334,186 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,501,112,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,618,387,071 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,536,876,955 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,656,734,883 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,964,235,738 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,961,652,188 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UMMS PROVIDES A VARIETY OF INPATIENT/OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,468,038,217 | ExpenseAmt |
| Grant | $326,115 | GrantAmt |
| Revenue | $1,714,733,827 | RevenueAmt |
| Desc | UMMS, A PRIVATE, NON-PROFIT HEALTH SYSTEM, CONSISTS OF 13 HOSPITALS - UMMC, THE ACADEMIC 'HUB' - AND THE 12 COMMUNITY AND SPECIALTY HOSPITALS THROUGHOUT THE STATE OF MARYLAND. UMMC IS A NATIONAL AND REGIONAL REFERRAL CENTER FOR TRAUMA, CANCER CARE, NEUROCARE, CARDIAC CARE AND HEART SURGERY, WOMEN'S AND CHILDREN'S HEALTH AND ORGAN TRANSPLANTS. IT HAS ONE OF THE MOST TECHNOLOGICALLY ADVANCED OPERATING ROOM FACILITIES AND IS INTERNATIONALLY RECOGNIZED FOR ITS LEADERSHIP IN DEVELOPING AND PERFORMING MINIMALLY INVASIVE SURGICAL PROCEDURES. UMMS PROVIDES CHARITY CARE TO PATIENTS UNABLE TO PAY. CHARITY CARE FOR THE YEAR ENDED 6/30/2019 IS APPROXIMATELY $17 MILLION AT COST. | Desc |
| Total Program Service Expenses | $1,468,038,217 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | Yes (true) | 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 | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | Yes (true) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (true) | 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 With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1513 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12624 | 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 | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (true) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 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 | ED WUENSCHELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4434625811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ELKRIDGE LANDING ROAD - 3 EAST | AddressLine1Txt |
| City | LINTHICUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21090 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Stephen A Burch | ||||||||||
| CHAIRMAN | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Michael E Busch | ||||||||||
| DIRECTOR (DECEASED 04/19) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| R Alan Butler | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| August J Chiasera | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| John P Coale | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| John Dillon | ||||||||||
| DIRECTOR (ENDED 04/19) | 17.0 | 5.0 | Yes (X) | $156,375 | $0 | $0 | ||||
| James C Dipaula Jr | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| George L Doetsch Jr | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Wayne L Gardner Sr | ||||||||||
| DIRECTOR | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Louise M Gonzales | ||||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Barry P Gossett | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Louis P Jenkins Jr | ||||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Edward J Kasemeyer | ||||||||||
| DIRECTOR (ENDED 12/18) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Francis X Kelly | ||||||||||
| DIRECTOR (ENDED 06/19) | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Belkis Leong-Hong | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kenneth V Moreland | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Kevin B O'connor | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Korkut Onal | ||||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert L Pevenstein | ||||||||||
| DIRECTOR (ENDED 03/19) | 21.0 | 0 | Yes (X) | $180,000 | $0 | $0 | ||||
| D Bruce Poole | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Louise M Pope | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Catherine E Pugh | ||||||||||
| DIRECTOR (ENDED 03/19) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert D Rauch | ||||||||||
| DIRECTOR | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Rifkin | ||||||||||
| DIRECTOR (ENDED 05/19) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| James T Smith Jr | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| James A Soltesz | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Leonard Stoler | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Walter A Tilley Jr | ||||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph D Tydings | ||||||||||
| DIRECTOR (DECEASED 10/18) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | ||||
| Alexander Williams Jr | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| Megan Arthur | ||||||||||
| SVP, GEN COUNSEL AND SEC'TY (ENDED 06/19) | 40.0 | 5.0 | Yes (X) | $729,538 | $0 | $42,446 | ||||
| John W Ashworth III | ||||||||||
| INTERIM PRESIDENT AND CEO | 40.0 | 22.0 | Yes (X) | $653,119 | $0 | $36,969 | ||||
| Robert A Chrencik | ||||||||||
| PRESIDENT AND CEO (ENDED 04/19) | 40.0 | 22.0 | Yes (X) | $2,634,806 | $0 | $36,554 | ||||
| Henry J Franey | ||||||||||
| EVP, CFO AND TREASURER (ENDED 03/19) | 40.0 | 9.0 | Yes (X) | $1,540,548 | $0 | $34,207 | ||||
| S Michelle Lee | ||||||||||
| SVP AND CFO | 40.0 | 0 | Yes (X) | $510,123 | $0 | $31,697 | ||||
| Stephen T Bartlett | ||||||||||
| EVP AND CMO (ENDED 12/18) | 40.0 | 3.0 | $1,767,873 | $0 | $166,433 | Yes (X) | ||||
| Jon P Burns | ||||||||||
| SVP AND CIO | 40.0 | 2.0 | $731,665 | $0 | $32,353 | Yes (X) | ||||
| Michelle Gourdine | ||||||||||
| SVP AND INTERIM CMO - UMMS | 40.0 | 3.0 | $508,697 | $0 | $51,129 | Yes (X) | ||||
| Joseph E Hoffman III | ||||||||||
| EVP AND CFO - UMMC | 40.0 | 11.0 | $753,107 | $98,631 | $57,951 | Yes (X) | ||||
| Michael R Jablonover | ||||||||||
| SVP AND CMO - UMMC | 40.0 | 0 | $713,575 | $0 | $43,064 | Yes (X) | ||||
| Kathleen M Mccann | ||||||||||
| SVP, CHIEF HUMAN RESOURCE OFFICER | 40.0 | 0 | $749,505 | $0 | $33,067 | Yes (X) | ||||
| Keith D Persinger | ||||||||||
| SVP AND CHIEF PERFORMANCE IMPROV OFFICER (ENDED 06/19) | 40.0 | 0.0 | $1,135,594 | $0 | $24,470 | Yes (X) | ||||
| Lisa C Rowen | ||||||||||
| SVP AND CNO - UMMC | 40.0 | 0 | $1,020,496 | $0 | $33,383 | Yes (X) | ||||
| Mohan Suntha MD | ||||||||||
| PRESIDENT AND CEO, UMMC | 40.0 | 2.0 | $1,927,863 | $0 | $39,767 | Yes (X) | ||||
| Alicia J Cunningham | ||||||||||
| SVP CORPORATE FINANCE | 40.0 | 0 | $495,783 | $0 | $45,258 | Yes (X) | ||||
| Janice M Eisele | ||||||||||
| SVP DEVELOPMENT | 0.0 | 40.0 | $444,055 | $0 | $12,699 | Yes (X) | ||||
| Leonard Taylor Jr | ||||||||||
| SVP OPERATIONS SUPPORT SERVICES | 40.0 | 0 | $533,692 | $0 | $14,201 | Yes (X) | ||||
| Mark L Wasserman | ||||||||||
| SVP EXTERNAL AFFAIRS | 40.0 | 1.0 | $514,894 | $0 | $33,379 | Yes (X) | ||||
| Gerald L Wollman | ||||||||||
| SVP CORP OPERATIONS (ENDED 06/19) | 40.0 | 0 | $708,329 | $0 | $39,863 | Yes (X) | ||||
| Walter Ettinger | ||||||||||
| FORMER SVP and CMO | 0.0 | 0 | $642,534 | $0 | $0 | Yes (X) | ||||
| Mark Kelemen | ||||||||||
| FORMER CHIEF MED INFO OFFICER - UMMC | 0.0 | 0 | $192,702 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $19,244,873 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $98,631 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $808,890 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1415 | 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 |
|---|---|---|---|---|---|
| CLARK CONSTRUCTION GROUP LLC | |||||
| 7500 OLD GEORGETOWN RD | Bethesda | MD | 20814 | Construction | $59,050,747 |
| ENVIRONMENTAL AIR SYSTEMS LLC | |||||
| PO BOX 2026 | High Point | NC | 27261 | Maintenance | $12,026,688 |
| DPR CONSTRUCTION INC | |||||
| 11109 SUNSET HILLS RD SUITE 200 | Reston | VA | 20190 | Construction | $7,809,664 |
| WOHLSEN CONSTRUCTION COMPANY | |||||
| PO BOX 4612 | LANCASTER | PA | 17604 | Construction | $6,161,066 |
| GRANT THORNTON LLP | |||||
| 33562 TREASURY CTR | CHICAGO | IL | 60694 | Financial Services Consultant | $4,992,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 304 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $5,376,127 | RelatedOrganizationsAmt |
| Government Grants | $10,335,156 | GovernmentGrantsAmt |
| All Other Contributions | $954,510 | AllOtherContributionsAmt |
| Total Contributions | $16,665,793 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 622000 | $1,612,889,138 | $1,612,168,398 | $720,740 | $0 |
| PHARMACY | 446110 | $99,721,377 | $99,239,141 | $482,236 | $0 |
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 | $1,712,610,515 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,419,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,419,019 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,398,939 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,277,367 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,121,572 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,121,572 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,437,530 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,559,102 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $110,412,079 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,640,532 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,771,547 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,771,547 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,771,547 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| CAFETERIA | 722210 | $3,223,689 | $0 | $0 | $3,223,689 |
| ECARE | 621400 | $556,023 | $556,023 | $0 | $0 |
| INCOME FROM JOINT VENTURES | 621990 | $190,175 | $190,175 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,580,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,580,090 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,549,977 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,748,138,423 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,714,733,827 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$234,554 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,973,357 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,115 | TotalAmt |
| Program Services | $326,115 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | 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 | $15,475,140 | TotalAmt |
| Program Services | $2,940,277 | ProgramServicesAmt |
| Management And General | $12,534,863 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,229,083 | TotalAmt |
| Program Services | $537,215,557 | ProgramServicesAmt |
| Management And General | $126,013,526 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,816,203 | TotalAmt |
| Program Services | $17,671,124 | ProgramServicesAmt |
| Management And General | $4,145,079 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,460,146 | TotalAmt |
| Program Services | $48,972,719 | ProgramServicesAmt |
| Management And General | $11,487,427 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,571,564 | TotalAmt |
| Program Services | $40,152,967 | ProgramServicesAmt |
| Management And General | $9,418,597 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,661,005 | TotalAmt |
| Program Services | $3,775,414 | ProgramServicesAmt |
| Management And General | $885,591 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,678,878 | TotalAmt |
| Program Services | $2,169,891 | ProgramServicesAmt |
| Management And General | $508,987 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,119 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $94,119 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,682,398 | TotalAmt |
| Program Services | $61,682,398 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,813,882 | TotalAmt |
| Program Services | $6,329,244 | ProgramServicesAmt |
| Management And General | $1,484,638 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,843,525 | TotalAmt |
| Program Services | $16,883,255 | ProgramServicesAmt |
| Management And General | $3,960,270 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,501 | TotalAmt |
| Program Services | $742,366 | ProgramServicesAmt |
| Management And General | $174,135 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,914,109 | TotalAmt |
| Program Services | $22,610,428 | ProgramServicesAmt |
| Management And General | $5,303,681 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,323,609 | TotalAmt |
| Program Services | $2,692,123 | ProgramServicesAmt |
| Management And General | $631,486 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,816,228 | TotalAmt |
| Program Services | $2,281,145 | ProgramServicesAmt |
| Management And General | $535,083 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,150,074 | TotalAmt |
| Program Services | $22,801,560 | ProgramServicesAmt |
| Management And General | $5,348,514 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,637,474 | TotalAmt |
| Program Services | $81,516,354 | ProgramServicesAmt |
| Management And General | $19,121,120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,349,954 | TotalAmt |
| Program Services | $19,000,967 | ProgramServicesAmt |
| Management And General | $348,987 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $410,837,293 | $410,837,293 | $0 | $0 |
| REPAIR/MAINTENANCE | $84,420,254 | $68,380,406 | $16,039,848 | $0 |
| BAD DEBT EXPENSES | $56,579,201 | $56,579,201 | $0 | $0 |
| TRANSPLANT COSTS | $22,891,650 | $22,891,650 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,315,832 | TotalAmt |
| Program Services | $19,585,763 | ProgramServicesAmt |
| Management And General | $2,730,069 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,688,804,237 | TotalAmt |
| Program Services | $1,468,038,217 | ProgramServicesAmt |
| Management And General | $220,766,020 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,640,855 | BOYAmt |
| EOY | $231,359,279 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,855,097 | BOYAmt |
| EOY | $194,390,842 | 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 | $33,503,321 | BOYAmt |
| EOY | $35,224,491 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,282,164 | BOYAmt |
| EOY | $45,924,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,314,582,188 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,226,851,292 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,332,991 | BOYAmt |
| EOY | $1,087,730,896 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,156,000 | BOYAmt |
| EOY | $126,852,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,033,319 | BOYAmt |
| EOY | $151,905,040 | 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 | $2,802,208,946 | BOYAmt |
| EOY | $2,744,899,936 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,501,112,693 | BOYAmt |
| EOY | $4,618,387,071 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,662,817 | BOYAmt |
| EOY | $285,799,016 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,684,108 | BOYAmt |
| EOY | $3,197,480 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,585,071,835 | BOYAmt |
| EOY | $1,532,726,160 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,413,402 | BOYAmt |
| EOY | $150,418,854 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,044,793 | BOYAmt |
| EOY | $684,593,373 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,536,876,955 | BOYAmt |
| EOY | $2,656,734,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,346,545,923 | BOYAmt |
| EOY | $1,329,741,985 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $616,001,076 | BOYAmt |
| EOY | $630,221,464 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,739 | BOYAmt |
| EOY | $1,688,739 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,964,235,738 | BOYAmt |
| EOY | $1,961,652,188 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,501,112,693 | BOYAmt |
| EOY | $4,618,387,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $59,334,186 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,370,322 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$74,288,058 | 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 | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $42,590 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $51,529 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $94,119 | 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 | DIRECT LOBBYING EFFORTS RELATE TO FEDERAL, STATE AND LOCAL LEGISLATION AFFECTING HEALTH CARE ISSUES. THE ORGANIZATION 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 4.8% AND 22.73% OF MEMBER DUES WERE USED FOR LOBBYING PURPOSES AND AS SUCH, THE ORGANIZATION HAS REPORTED THIS AMOUNT ON SCHEDULE C, PART II-B AS LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,083,109 | OtherCostOrOtherBasisAmt |
| Book Value | $82,083,109 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,169,278,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,722,670 | DepreciationAmt |
| Book Value | $544,555,851 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,649,777 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,719,506 | DepreciationAmt |
| Book Value | $3,930,271 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $819,282,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $596,833,678 | DepreciationAmt |
| Book Value | $222,448,785 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $235,288,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $575,438 | DepreciationAmt |
| Book Value | $234,712,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,087,730,896 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (13 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN SUBSIDIARIES | $796,971,750 |
| AFFILIATE RECOVERY | $733,019,073 |
| OTHER RECEIVABLES | $41,946,674 |
| DEBT SERVICE FUND | $308,754,897 |
| ECO. INT. ASSETS LIMITED TO USE | $215,767,795 |
| ASSETS WHOSE USE IS LIMITED | $59,692,135 |
| SELF INSURANCE TRUST FUNDS | $76,676,106 |
| DUE TO AFFILIATES | |
| ESCROW | $21,774,274 |
| LT ASSET | $290,757,442 |
| COLLATERAL FUNDS | $94,786,193 |
| CONSTRUCTION FUNDS | $95,466,010 |
| DEFERRED FINANCING COSTS | $9,287,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,744,899,936 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (9 entries)
| DescDesc | AmtAmt |
|---|---|
| INT. RATE SWAPS MARK TO MARKET | $196,173,690 |
| OTHER MALPRACTICE | $136,956,925 |
| LINE OF CREDIT | $161,300,000 |
| ADVANCES FROM 3RD PARTY PAYORS | $73,408,354 |
| CAPITAL LEASE | $39,788,541 |
| OTHER LIABILITIES | $34,687,134 |
| UMHV LT LIABILITY | $16,881,429 |
| CREDIT BALANCES | $15,599,869 |
| DUE FROM AFFILAITE | $9,797,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $684,593,373 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | CAPTIVE INSURANCE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $37,088,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $37,088,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $37,088,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 1 SCHEDULE F, PART I, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE BOOK VALUE OF THE FILING ORGANIZATION'S INVESTMENT IN THE REGION AS OF 6/30/2019 WAS $10,597,000. THE FILING ORGANIZATION'S SHARE OF EXPENSES IN THE REGION WAS $26,491,000. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| 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 | $17,100,704 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,100,704 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0105 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| 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 | $17,100,704 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,100,704 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0105 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,719,991 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $440,996 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,278,995 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0014 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $186,584,015 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $186,584,015 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1143 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,235,397 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,152,099 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,083,298 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0056 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| 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 | $378,292 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $378,292 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $209,917,695 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,593,095 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $198,324,600 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1215 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $227,018,399 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,593,095 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $215,425,304 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1320 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $327,771 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $327,771 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $65,391 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $65,391 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,059 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $19,059 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $36,329 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $36,329 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $288,369 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $288,369 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0002 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | 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 | $736,919 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $736,919 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0005 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $41,717,090 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $452,274,370 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $398,113,816 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $54,160,554 | 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 | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MARYLAND MEDICAL CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 S GREENE STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.UMMS.ORG | WebsiteAddressTxt |
| State License | 30-068 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Facility Reporting Group | 1 | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| 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 | 17 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.umms.org/ummc/community | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 17 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.umms.org/ummc/community | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| 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/ummc/community | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | https://www.umms.org/ummc/community | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | https://www.umms.org/ummc/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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 3E | 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 1, 1 | Facility 1, 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER. The University of Maryland Medical Center Downtown Campus (UMMC) utilized two major frameworks for completing its most recent Community Health Needs Assessment (CHNA) in fiscal year 2018. To complete this comprehensive assessment of the needs of the community, the Association for Community Health Improvement's (ACHI) 9-step Community Health Assessment Process was utilized as an organizing methodology. An additional 5-component assessment and engagement strategy was also utilized to lead the data collection methodology. The UMMC Community Health Improvement Team (CHI Team) included both the Downtown and Midtown Campuses and served as the lead team to conduct the CHNA with input from other University of Maryland Medical System Baltimore City-based hospitals, community leaders, the academic community, the public, health experts, and the Baltimore City Health Department. Data was collected from multiple sources, groups, and individuals and integrated into a comprehensive document which was utilized at a retreat on January 22, 2018 of the UMMC Downtown/Midtown Campuses' Community Health Improvement (CHI) Team. During that strategic planning retreat, priorities were identified using the collected data and an adapted version of the Catholic Health Association's (CHA) priority setting criteria. The identified priorities were also validated by a panel of UM Clinical Advisors and University of Maryland Baltimore (UMB) Campus experts. UMMC 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 other University of Maryland Medical System (UMMS) Baltimore City-based hospitals (University of Maryland Medical Center Midtown Campus, University of Maryland Rehabilitation and Orthopedic Institute, community leaders, community partners, the University of Maryland Baltimore (UMB) academic community, the general public, local health experts, and the Baltimore City Health Department. Additionally, for the first time in the city's history, nine Baltimore City hospitals joined together in fiscal year 2018 to collaborate on several key data collection strategies for a joint community health needs assessment. UMMC partnered with University of Maryland Midtown Campus, University of Maryland Rehabilitaton & Orthopedic Institute, Johns Hopkins Hospital, Sinai Hospital (Lifebridge), Medstar Health, St. Agnes Health System, and Mercy Medical Center. The above hospitals/health systems had been collaborating on several initiatives prior to the CHNA year and agreed that it would be beneficial to work on a more detailed level on a joint city-wide CHNA. This multi-hospital collaborative worked on the following data collection components together: - Public survey of Baltimore City residents - Key stakeholder interviews - Key population focus groups - Key community partner focus groups After the data was collected and analyzed jointly, each individual hospital used the collected data for their respective community benefit service areas to identify their unique priorities for their communities. The collaborating hospitals/health systems did agree to jointly focus on behavioral health as a key city-wide priority. The following describes the individual data collection strategies with the accompanying results. A) Community Perspective The community's perspective was obtained through one survey offered to the public using several methods throughout Baltimore City. A 6-item survey queried Baltimore City residents to identify their top health concerns and their top barriers in accessing health care. Methods 6-item survey distributed in FY2018 using the following methods: * Conducted from late September through November 2017 * Participating hospitals collected data throughout the city * Distributed in person and offered online * Offered in English, Spanish, and Russian * Collected 4,755 surveys * All Baltimore City zip codes were represented in the responses Analysis by CBSA targeted zip codes revealed the same top health concerns and top health barriers with little deviation from the overall Baltimore City data. The sample size was 4,755 for all of Baltimore City and 1,324 for residents from the identified UMMC CBSA. Results 1 - Community's Top Health Concerns (All Baltimore City) Alcohol/Drug Addiction Mental Health Diabetes/High Blood Sugar Overweight/Obesity Heart Disease/High Blood Pressure Smoking/Tobacco Use 1A - UMMC's Community Benefit Service Area Top Health Concerns Alcohol/Drug Addiction Diabetes/High Blood Sugar Mental Health Smoking/Tobacco Use Overweight/Obesity Heart Disease/High Blood Pressure 2 - Community's Top Social/Environmental Issues (All Baltimore City) Neighborhood Safety/Violence Lack of Job Opportunities Housing/Homelessness Availability/Access to Insurance Poverty Limited Access to Healthy Foods 2A - UMMC's Community Benefit Service Area Top Social/Environmental Issues Lack of Job Opportunities Neighborhood Safety/Violence Housing/Homelessness School Dropout/Poor Schools Access to Healthy Foods Poverty 3 - Community's Top Barriers to Healthcare (All Baltimore City) Cost/Too Expensive/Can't Afford No Insurance Insurance not Accepted Lack of Transportation 3A - UMMC's Community Benefit Service Area Top Barriers to Healthcare Cost/Too Expensive/Can't Afford No Insurance Insurance not Accepted Lack of Transportation B) Health Experts Methods Reviewed & included National Prevention Strategy Priorities, Maryland State Health Improvement Plan (SHIP) indicators, and Healthy Baltimore 2020 plan from the Baltimore City Health Department Reviewed Healthy Baltimore 2020: A blueprint for health Reviewed Baltimore City Health Department's 2017 Community Health Assessment Conducted campus-wide stakeholder retreat in January 2018, including University of Maryland Schools of Medicine, Nursing, Social Work and UMB Community Affairs office Results National Prevention Strategy - 7 Priority Areas * Tobacco Free Living * Preventing Drug Abuse and Excessive Alcohol Use * Healthy Eating * Active Living * Injury and Violence Free Living * Reproductive and Sexual Health * Mental and Emotional Well Being SHIP: 39 Objectives in 5 Vision Areas for the State, includes targets for Baltimore City - While progress has been made since 2012, measures within Baltimore City have not met identified targets; Even wider minority disparities exist within the City Healthy Baltimore 2020: Four Priority Areas for Baltimore City 1) Strategic Priority 1: Behavioral Health 2) Strategic Priority 2: Violence Prevention 3) Strategic Priority 3: Chronic Disease Prevention 4) Strategic Priority 4: Life Course Approach and Core Services Health Expert UMB Campus Panel Focus Group Top Action Items included: Continue collaborative work from the UMMC/UMB Strategic Community Plan Improve communication and synergy across campus schools and UMMC Identify ways to partner and support each other C) Community Leaders Methods Hosted two focus groups in collaboration with the other Baltimore-based hospitals for 22 community-based organization partners to share their perspectives on health needs (November 2017) Results Consensus that social determinants of health (and "upstream factors") are key elements that determine health outcomes Top needs and barriers were identified as well potential suggestions for improvement and collaboration (See Appendix 4 for details) Top Needs: Health Literacy Employment/Poverty Mental/Behavioral Health Cardiovascular Health (obesity, hypertension, stroke, & diabetes) Maternal/Child Health - focusing on promoting a healthy start for all children Top Barriers: Focusing on the outcome and not the root of the problems (i.e. SDoH) Lack of inter-agency collaboration/working in silos Suggestions for Improvement: Leverage existing resources Increase collaboration Focus on Social Determinants of Health Enhance behavioral health resources D) Social Determinants of Health (SDoH) Defined by the World Health Organization as: ....the conditions in which people are born, grow, live, work and age... Methods Reviewed data from Baltimore Neighborhood Indicator Alliance (Demographic data and SDoH data) Reviewed data from identified 2011 Baltimore City Health Department's Baltimore City Neighborhood Profiles, Reviewed Baltimore City Food Desert Map Results Baltimore City Summary of CBSA targeted zip codes Top SDoHs: Low Education Attainment (52.6% w/ less than HS degree) High Poverty Rate (15.7%)/High Unemployment Rate (11%) Violence Poor Food Environment Housing Instability |
| Schedule H, Part V, Section B, Line 6a Facility 1, 1 | Facility 1, 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER. UMMC conducted its FY'18 CHNA with the University of Maryland Medical Center Midtown Campus. Additionally, most Baltimore City hospitals collaborated together for the first time to gather primary data together. So, the additional hospitals that collaborated with UMMC include: UMMC Midtown Campus, UM Rehabilitation and Orthopedic Institute, Johns Hopkins Hospital (Main Campus and Bayview), St Agnes Hospital, Sinai, Mercy Medical Center, and Medstar Health (Good Samaritan, Union Memorial, Harbor Hospital). |
| Schedule H, Part V, Section B, Line 6b Facility 1, 1 | Facility 1, 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER. UMMC CONDUCTED ITS CHNA WITH ASSISTANCE FROM THE UNIVERSITY OF MARYLAND, BALTIMORE (UMB) ACADEMIC COMMUNITY AND THE BALTIMORE CITY HEALTH DEPARTMENT. |
| Schedule H, Part V, Section B, Line 11 Facility 1, 1 | Facility 1, 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER. Several additional topic areas were identified by the Community Health Improvement Team during the CHNA process including: Safe housing, transportation, and poverty, behavioral health, and substance abuse were listed as high priorities. While the Medical Center will focus the majority of our efforts on the identified strategic priorities, 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 either existing programs (i.e. workforce development for poverty) or through collaboration with other health care and social support organizations as needed. For example, all the Baltimore City hospitals agreed to work together on behavioral health and to potentially look at housing issues throughout the City. The additional unmet needs not addressed by UMMC will also continue to be addressed by key Baltimore City governmental agencies and existing community-based organizations. The UMMC identified core priorities target the intersection of the identified community needs and the organization's key strengths and mission. |
| Schedule H, Part V, Section B, Line 13 Facility 1, 1 | Facility 1, 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER. 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 | 1 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITYCARE EDMONDSON VILLAGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4538 EDMONDSON AVE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | HEALTHCARE CLINIC | FacilityTxt |
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I, Line 3c CRITERIA FOR FREE OR DISCOUNTED CARE | UMMS 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 COMMUNITY BENEFIT 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 | Analysis of all quantitative and qualitative data described in the above section identified these top six areas of need within Baltimore City. These top priorities represent the intersection of documented unmet community health needs and the organization's key strengths and mission. These priorities were identified and approved by the UMMC/Midtown CHI Team and validated with the health experts from the UMB Campus Panel and ultimately approved by the Board. Programming is based on these strategic priorities as identified in the CHNA. 1) Mental Health (in collaboration with City hospitals) 2) Substance Abuse 3) Chronic Disease Management (CVD, Diabetes, HIV) 4) Maternal/Child Health 5) Violence Prevention 6) Workforce Development The University of Maryland Medical Center has community health programming in each of the above strategic community priorities. The following is an example of key initiatives from three of the above priorities. Identified Need/Priority: Chronic Disease Prevention Identified Need: Cardiovascular Disease Prevention Currently, there is at least a 40% prevalence rate of hypertension in the targeted population and much higher rates in specific neighborhoods. Hospital Initiative: Maryland Healthy Men Primary objectives of initiative: 1) Decrease the ED visit rate due to hypertension (Maryland SHIP) 2) Engage and educate at least 400 African American men with hypertension (HTN) and refer as needed to additional treatment. Single or multi-year plan: This program is a multi-year, ongoing initiative. Key collaborators in delivery: UMMC Midtown Campus UMMC Mobile Market Hungry Harvest Shoppers Food Warehouse MAC, Inc. Impact of hospital initiative: Hypertension affects over 40% of the African American community and frequently leads to stroke, cardiac failure, kidney disease, etc. This program educates and engages AA men to take control of their health and take active steps to lower their blood pressure and prevent ED visits due to HTN. Metrics: * # of BP screenings of all Baltimore City residents * # of AA men with HTN * # of AA men educated * % of Self-reported behaviors - men taking their BPs and men knowing their BPs * # of men with decreased BP after the program Evaluation of Outcomes in FY19: * 2,178 BP screenings in the community * 186 AA men identified with HTN * 186 AA men educated * 60% of men decreased their BP (of men completing the program) * 35% of men had stable BPs (of men completing the program) * 100% of men knew and took their BP (of men completing the program) Continuation of initiative: UMMC will continue to monitor performance and outcome measures annually. This priority and the accompanying initiatives will continue until the FY18 CHNA is completed and as long as there continues to be an identified community need. Identified Need/Priority: Maternal/Child Health Identified Need: Maternal/Child Health - Infant Mortality Currently, there is an infant mortality rate (# per live births) of 10 Baltimore City wide with 13.9 and 20 in several neighborhoods of the targeted population. Hospital Initiative: Stork's Nest Primary objectives of initiative: 1) Increase % of babies born >37 weeks gestation 2) Reduce the percentage of births that are low birth weight 3) Increase the % of women breastfeeding at discharge after delivery Single or multi-year plan: This program is a multi-year, ongoing initiative. Key collaborators in delivery: Zeta Phi Beta Sorority March of Dimes B'more for Healthy Babies Impact of hospital initiative: Babies born at full-term and at healthy birth weights are less likely to die in the first year of life (Infant mortality reduction). Babies who are breastfed have fewer infections in the first year of life. Metrics: * # of women enrolled * % of Babies born >37 weeks gestation * % of Babies born at >2500 grams * % of Women breastfeeding at discharge Evaluation of Outcomes in FY19: * 76% of Babies born >37 weeks gestation * 80% of Babies born >2500 grams * 92% of Women were breastfeeding at discharge Continuation of initiative: UMMC will continue to monitor performance and outcome measures annually. This priority and the accompanying initiatives will continue until the FY18 CHNA is completed and as long as there continues to be an identified community need. Identified Need/Priority: Violence Prevention Identified Need: Violence Prevention Currently, there is an overall homicide rate of 3.9 (# of homicides/10,000 population) rate in Baltimore City. Within the targeted population, there are rates of 7.7 and 8.2 in some of the neighborhoods. Hospital Initiative: Violence Intervention Program (VIP) Primary objectives of initiative: 1) Reduce the rate of recidivism due to violent injury Single or multi-year plan: This program is a multi-year, ongoing initiative. Key collaborators in delivery: Baltimore City Police Department Baltimore City Health Department University of Maryland Baltimore Impact of hospital initiative: The participants in the VIP program receive education and social support and return to the workforce and/or high school or college. The participants get out of the cycle of violence and therefore reduce the number of return admissions to Shock Trauma and have an improved quality of life. Metrics: * # of people in the VIP program * Recidivism rate Evaluation of Outcomes in FY19: * 703 individuals in the VIP program * 0.1% Recidivism rate Continuation of initiative: UMMC will continue to monitor performance and outcome measures annually. This priority and the accompanying initiatives will continue until the FY18 CHNA is completed and as long as there continues to be an identified community need. UMMC 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, UMMC reports on a regular basis how it is investing in efforts to improve population health. UMMC 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. University of Maryland Medical Center 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. UMMC's congestive heart failure clinic provides similar disease-specific services. 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, community and hospitals, 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. |
| Schedule H, Part VI, Line 5 Promotion of Community Health | We are proudly partnered with Lyft, providing rides to patient follow up appointments. We also provide housing assistance to those in need because we know that stable housing leads to better health. 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 7 Bad Debt Expense excluded from financial assistance calculation | 56579201 |
| 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 | COMMUNITY BUILDING ACTIVITIES INCLUDE THE NUMEROUS WORKFORCE/CAREER DEVELOPMENT PROGRAMS THAT ARE IN PLACE AT UMMC (UNIVERSITY AND MIDTOWN CAMPUSES). THESE PROGRAMS PROMOTE LITERACY, HEALTH LITERACY, AND JOB SKILLS TO PREPARE YOUNG ADULTS AND CURRENT EMPLOYEES FOR A VARIETY OF POSITIONS WITHIN EITHER THE MEDICAL CENTER OR IN THE HEALTHCARE INDUSTRY. THE HEALTH OF THE COMMUNITY IS IMPACTED BY HAVING INDIVIDUALS PREPARED FOR JOBS THAT ENABLE THEM TO OBTAIN HEALTH INSURANCE WHILE ALSO ASSISTING THEM TO BE MORE AWARE OF THEIR OWN HEALTHCARE NEEDS. WORKFORCE/CAREER DEVELOPMENT PROGRAMS INCLUDE: YOUTHWORKS BACH FELLOWS PROJECT SEARCH HEALTHCARE CAREER ALLIANCE PATIENT CARE TECHNICIAN TRAINING/SURGICAL TECH TRAINING BALTIMORE CITY SCHOOL PARTNERSHIPS (5 LOCAL SCHOOLS) |
| 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 3 Bad Debt Expense Methodology | 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 | 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER: Line 16a URL: https://www.umms.org/ummc/community; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER: Line 16b URL: https://www.umms.org/ummc/community; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | 1 - UNIVERSITY OF MARYLAND MEDICAL CENTER: Line 16c URL: https://www.umms.org/ummc/community; |
| Schedule H, Part VI, Line 2 Needs assessment | Since fiscal year 2012, the University of Maryland Medical Center Downtown Campus has completed a comprehensive community health needs assessment (CHNA) every three years. To complete this comprehensive assessment of the needs of the community, the Association for Community Health Improvement's (ACHI) 9-step Community Health Assessment Process was utilized as an organizing methodology. An additional 5-component assessment and engagement strategy was also utilized to lead the data collection methodology. The UMMC Community Health Improvement Team (CHI Team) included both the Downtown and Midtown Campuses and served as the lead team to conduct the Community Health Needs Assessment (CHNA) with input from other University of Maryland Medical System Baltimore City-based hospitals, community leaders, the academic community, the public, health experts, and the Baltimore City Health Department. Data was collected from the major areas of the community's perspective, health experts' opinions, and community leaders' perspectives along with a review of social determinants of health and epidemiologic data to complete a comprehensive assessment of the community's needs. Data includes primary and secondary sources of data. This community health needs assessment report was approved by the UMMC Board of Directors Community Engagement Committee on June 4, 2018. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | Patient Education of Eligibility for Assistance - Patients are informed of their eligibility for assistance through signage in admitting and registration areas, online, in the Patient Handbooks, in local newspapers, and with Patient Information Sheets. LANGUAGE TRANSLATIONS - UMMC translated its financial assistance policy into the following languages: English, Spanish, French, and Chinese. PLAIN LANGUAGE SUMMARY - UMMC created a new plain language summary of its financial assistance policy in addition to its already-existing patient information sheet. |
| Schedule H, Part VI, Line 4 Community information | Despite the larger regional patient mix of UMMC from the metropolitan area, state, and region, for purposes of community benefits programming and this report, the Community Benefit Service Area (CBSA) of UMMC is within Baltimore City, specifically West Baltimore. The top eight zip codes within Baltimore City represent the top 60% of all Baltimore City admissions in FY'17. These eight targeted zip codes (21201, 21215, 21216, 21217, 21218, 21223, 21229, and 21230) are the primary community benefit service area (CBSA) and comprise the geographic scope of the assessment. These zip codes are shared with the UMMC Midtown Campus as well. Both the CHNA and programming for both campuses are targeted to these identified West Baltimore communities. The residents in these identified communities have life expectancy rates of nearly 20 years less than residents in other parts of Baltimore City. High rates of unemployment, poverty, healthy food access issues, substance use, and violence are major social barriers to health. Residents in these communities have some of the worst health outcomes when compared to the City and the State of Maryland. |
| Schedule H, Part VI, Line 6 Affiliated health care system | The 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), the University of Maryland Medical Center 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, the UMMC 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. The UMMC is committed to health education, advocacy, community partnerships, and engaging programs which focus on promoting health and wellness in an effort to eliminate health disparities for the West Baltimore community. |
| 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 (16 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BALTIMORE CITY FOUNDATION INC | ||||||||
| 7 E Redwood St | 9th Floor | Baltimore | MD | 21202 | 521212473 | 501(c)(3) | $56,250 | General Assistance |
| BALTIMORE SYMPHONY ORCHESTRA | ||||||||
| 1212 Cathedral St | Baltimore | MD | 21201 | 520629696 | 501(c)(3) | $6,000 | General Assistance | |
| BALTIMORE WASHINGTON MEDICAL CNTR FOUNDATION | ||||||||
| 300 Hospital Drive | Glen Burnie | MD | 21061 | 521813656 | 501(c)(3) | $10,000 | General Assistance | |
| CAL RIPKEN SR FOUNDATION | ||||||||
| 1427 Clarkview Rd | Baltimore | MD | 21209 | 522310500 | 501(c)(3) | $11,250 | General Assistance | |
| CHARLES REGIONAL MEDICAL CENTER FOUNDATION | ||||||||
| PO Box 1701 | La Plata | MD | 20646 | 521414564 | 501(c)(3) | $10,000 | General Assistance | |
| GREATER BALTIMORE COMMITTEE | ||||||||
| 111 S Calvert St | Baltimore | MD | 21202 | 520645650 | 501(c)(4) | $44,115 | General Assistance | |
| LIVING LEGACY FOUNDATION | ||||||||
| 1730 Twin Springs Rd | Halethorpe | MD | 21227 | 521736533 | 501(c)(3) | $15,000 | General Assistance | |
| MT WASHINGTON PEDIATRIC HOSPITAL | ||||||||
| 1708 W Rogers Ave | Baltimore | MD | 21209 | 520591483 | 501(c)(3) | $10,000 | General Assistance | |
| RONALD MCDONALD HOUSE BALTIMORE | ||||||||
| 1 Aisquith St | Baltimore | MD | 21202 | 521184957 | 501(c)(3) | $70,000 | General Assistance | |
| SOUTHWEST PARTNERSHIP INC | ||||||||
| 1138 Hollins St | Baltimore | MD | 21223 | 474390017 | 501(c)(3) | $15,000 | General Assistance | |
| UNITED WAY OF CENTRAL MARYLAND FOR THE JOURNEY HOME | ||||||||
| 1800 Washington Blvd | SUITE 340 | Baltimore | MD | 21230 | 520591543 | 501(c)(3) | $12,500 | General Assistance |
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION | ||||||||
| 4603 Calvert Rd | College Park | MD | 20740 | 522197313 | 501(c)(3) | $7,500 | General Assistance | |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC | ||||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | 311678679 | 501(c)(3) | $13,000 | General Assistance | |
| UPPER CHESAPEAKE HEALTH FOUNDATION INC | ||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521398507 | 501(c)(3) | $7,500 | General Assistance | |
| BALTIMORE AREA COUNCIL BSA | ||||||||
| 701 Wyman Park Drive | Baltimore | MD | 21211 | 520591572 | 501(c)(3) | $8,000 | General Assistance | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO Box 4002906 | Des Moines | IA | 50340 | 135613797 | 501(c)(3) | $30,000 | General Assistance | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 1 | 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 | UMMS FOLLOWS STANDARD PROCEDURES TO PERIODICALLY COMMUNICATE WITH GRANTEES TO MONITOR HOW GRANT MONEY IS UTILIZED FOR THEIR INTENDED PURPOSE. | 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 | Yes (true) | 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 (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Dillon | ||||||||||||||
| DIRECTOR (ENDED 04/19) | $156,375 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,375 | $0 | $0 | $0 |
| Robert L Pevenstein | ||||||||||||||
| DIRECTOR (ENDED 03/19) | $180,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $180,000 | $0 | $0 | $0 |
| Megan Arthur | ||||||||||||||
| SVP, GEN COUNSEL AND SEC'TY (ENDED 06/19) | $475,888 | $0 | $172,913 | $0 | $80,737 | $0 | $11,000 | $0 | $31,446 | $0 | $771,984 | $0 | $0 | $0 |
| John W Ashworth III | ||||||||||||||
| INTERIM PRESIDENT AND CEO | $422,013 | $0 | $160,212 | $0 | $70,894 | $0 | $11,000 | $0 | $25,969 | $0 | $690,088 | $0 | $0 | $0 |
| Robert A Chrencik | ||||||||||||||
| PRESIDENT AND CEO (ENDED 04/19) | $1,355,350 | $0 | $995,365 | $0 | $284,091 | $0 | $11,000 | $0 | $25,554 | $0 | $2,671,360 | $0 | $0 | $0 |
| Henry J Franey | ||||||||||||||
| EVP, CFO AND TREASURER (ENDED 03/19) | $902,962 | $0 | $395,891 | $0 | $241,695 | $0 | $11,000 | $0 | $23,207 | $0 | $1,574,755 | $0 | $0 | $0 |
| S Michelle Lee | ||||||||||||||
| SVP AND CFO | $340,683 | $0 | $113,715 | $0 | $55,725 | $0 | $11,000 | $0 | $20,697 | $0 | $541,820 | $0 | $0 | $0 |
| Walter Ettinger | ||||||||||||||
| FORMER SVP and CMO | $0 | $0 | $0 | $0 | $642,534 | $0 | $0 | $0 | $0 | $0 | $642,534 | $0 | $0 | $0 |
| Mark Kelemen | ||||||||||||||
| FORMER CHIEF MED INFO OFFICER - UMMC | $0 | $0 | $0 | $0 | $192,702 | $0 | $0 | $0 | $0 | $0 | $192,702 | $0 | $0 | $0 |
| Stephen T Bartlett | ||||||||||||||
| EVP AND CMO (ENDED 12/18) | $1,449,968 | $0 | $301,306 | $0 | $16,599 | $0 | $139,022 | $0 | $27,411 | $0 | $1,934,306 | $0 | $0 | $0 |
| Jon P Burns | ||||||||||||||
| SVP AND CIO | $486,243 | $0 | $170,347 | $0 | $75,075 | $0 | $11,000 | $0 | $21,353 | $0 | $764,018 | $0 | $0 | $0 |
| Michelle Gourdine | ||||||||||||||
| SVP AND INTERIM CMO - UMMS | $403,692 | $0 | $92,728 | $0 | $12,277 | $0 | $49,385 | $0 | $1,744 | $0 | $559,826 | $0 | $0 | $0 |
| Joseph E Hoffman III | ||||||||||||||
| EVP AND CFO - UMMC | $492,748 | $76,383 | $195,000 | $0 | $65,359 | $22,248 | $11,000 | $17,142 | $23,393 | $6,416 | $787,500 | $122,189 | $0 | $0 |
| Michael R Jablonover | ||||||||||||||
| SVP AND CMO - UMMC | $470,188 | $0 | $163,863 | $0 | $79,524 | $0 | $11,000 | $0 | $32,064 | $0 | $756,639 | $0 | $0 | $0 |
| Kathleen M Mccann | ||||||||||||||
| SVP, CHIEF HUMAN RESOURCE OFFICER | $401,662 | $0 | $140,790 | $0 | $207,053 | $0 | $11,000 | $0 | $22,067 | $0 | $782,572 | $0 | $163,574 | $0 |
| Keith D Persinger | ||||||||||||||
| SVP AND CHIEF PERFORMANCE IMPROV OFFICER (ENDED 06/19) | $725,269 | $0 | $302,400 | $0 | $107,925 | $0 | $11,000 | $0 | $13,470 | $0 | $1,160,064 | $0 | $0 | $0 |
| Lisa C Rowen | ||||||||||||||
| SVP AND CNO - UMMC | $466,710 | $0 | $175,950 | $0 | $377,836 | $0 | $11,000 | $0 | $22,383 | $0 | $1,053,879 | $0 | $182,819 | $0 |
| Mohan Suntha MD | ||||||||||||||
| PRESIDENT AND CEO, UMMC | $1,184,928 | $0 | $523,480 | $0 | $219,455 | $0 | $11,000 | $0 | $28,767 | $0 | $1,967,630 | $0 | $0 | $0 |
| Alicia J Cunningham | ||||||||||||||
| SVP CORPORATE FINANCE | $316,569 | $0 | $113,715 | $0 | $65,499 | $0 | $11,000 | $0 | $34,258 | $0 | $541,041 | $0 | $0 | $0 |
| Janice M Eisele | ||||||||||||||
| SVP DEVELOPMENT | $303,711 | $0 | $97,536 | $0 | $42,808 | $0 | $11,000 | $0 | $1,699 | $0 | $456,754 | $0 | $0 | $0 |
| Leonard Taylor Jr | ||||||||||||||
| SVP OPERATIONS SUPPORT SERVICES | $377,212 | $0 | $98,297 | $0 | $58,183 | $0 | $11,000 | $0 | $3,201 | $0 | $547,893 | $0 | $0 | $0 |
| Mark L Wasserman | ||||||||||||||
| SVP EXTERNAL AFFAIRS | $334,922 | $0 | $126,610 | $0 | $53,362 | $0 | $11,000 | $0 | $22,379 | $0 | $548,273 | $0 | $0 | $0 |
| Gerald L Wollman | ||||||||||||||
| SVP CORP OPERATIONS (ENDED 06/19) | $469,113 | $0 | $169,144 | $0 | $70,072 | $0 | $11,000 | $0 | $28,863 | $0 | $748,192 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a Severance or change-of-control payment | DURING THE FISCAL YEAR-ENDED JUNE 30, 2019, CERTAIN OFFICERS AND KEY EMPLOYEES HAVE RECEIVED SEVERANCE PAYMENTS. THESE AMOUNTS ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. THE INDIVIDUALS AND AMOUNT ARE LISTED BELOW: WALTER ETTINGER $624,240. MARK KELEMEN $182,782 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | DURING THE FISCAL YEAR- ENDED JUNE 30, 2019, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE 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 T. BARTLETT MICHELLE GOURDINE DURING THE FISCAL YEAR ENDED JUNE 30, 2019, 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). LISA C ROWEN, $370,732 KATHLEEN M MCCANN, $196,276 DURING THE FISCAL YEAR-ENDED JUNE 30, 2019, 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: JOHN W. ASHWORTH ROBERT A. CHRENCIK HENRY J. FRANEY MEGAN M. ARTHUR S. MICHELLE LEE JON P. BURNS MICHAEL R. JABLONOVER KEITH D. PERSINGER MOHANAKUMAR SUNTHARALINGAM JOSEPH E. HOFFMAN III KATHLEEN MCCANN MARK WASSERMAN GERALD L. WOLLMAN JANICE EISELE LEONARD TAYLOR ALICIA CUNNINGHAM |
| 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 K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (SERIES 2007A&B) | ||||||||
| A | 520936091 | 574217G74 | 2007-09-12 | $137,795,000 | ADVANCED REFUNDING OF SERIES 2002 BONDS, AND SERIES 2001 BONDS | false | false | false |
| MHHEFA (SERIES 2008A-E) | ||||||||
| B | 520936091 | 574217U78 | 2008-05-21 | $280,000,000 | CURRENT REFUNDING- 2006B-F BONDS | false | false | false |
| MHHEFA (SERIES 2008F) | ||||||||
| C | 520936091 | 574217Y66 | 2008-07-10 | $89,764,001 | CURRENT REFUNDING- 2006B-F BONDS | false | false | false |
| MHHEFA (SERIES 2010) | ||||||||
| D | 520936091 | 5742175D3 | 2010-01-07 | $241,441,656 | FINANCE 2010 FACILITY COSTS; AND REFUND SERIES 2008G, SERIES 2008H AND SERIES 2004A BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | In Reserve FundInReserveFundAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $17,180,000 | $41,175,000 | $137,849,502 | $1,120,731 | $19,824 | $136,708,947 | false | Yes (true) | Yes (true) | Yes (true) | |||
| B | $175,000,000 | $280,000,000 | $1,586,410 | $188,590 | $278,225,000 | Yes (true) | false | Yes (true) | Yes (true) | ||||
| C | $59,790,000 | $89,951,422 | $792,457 | $89,158,965 | Yes (true) | false | Yes (true) | Yes (true) | |||||
| D | $95,645,000 | $243,598,715 | $2,656,305 | $92,962,313 | Yes (true) | false | false | Yes (true) | $17,980,097 | $130,000,000 | 2012 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | Yes (true) |
| B | false | false | false | false | 0.0 | false | false | Yes (true) |
| C | false | false | false | false | 0.0 | false | false | Yes (true) |
| D | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JP MORGAN BANK OF AMERICA | ||||||||||||
| A | false | false | false | Yes (true) | Yes (true) | Yes (true) | 27.0 | false | false | false | false | Yes (true) |
| JP MORGAN BANK OF AMERICA | ||||||||||||
| B | false | false | false | Yes (true) | Yes (true) | Yes (true) | 34.6 | false | false | false | false | Yes (true) |
| (no name) | ||||||||||||
| C | false | false | false | Yes (true) | false | false | false | false | Yes (true) | |||
| (no name) | ||||||||||||
| D | false | false | false | Yes (true) | false | false | false | false | Yes (true) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I, Column (f) Description of purpose ISSUER NAME: MHHEFA (SERIES 2013A) | ACQUISITION COSTS RELATED TO ST. JOSEPH MEDICAL CENTER; FINANCE CAPITAL PROJECTS; AND REFUND SERIES 1998, SERIES 2004B AND SERIES 2005. |
| Schedule K, Part I, Column (f) Description of Purpose ISSUER NAME: MHHEFA (SERIES 2017D) | BONDS TO FINANCE A PORTION OF ACQUISITION COSTS RELATED TO UM CAPITAL REGION AND CONSTRUCTION COSTS OF NEW REGIONAL MEDICAL CENTER AND NEW FREESTANDING MEDICAL FACILITY. |
| Schedule K, Part II, Line 3 MHHEFA (Series 2007A&B) | The difference between the issue price and the total proceeds of issue is investment earnings in the amount of $54,502. |
| Schedule K, Part II, Line 3 MMHEFA (Series 2008F) | The difference between the issue price and the total proceeds of issue is investment earnings in the amount of $187,421. |
| Schedule K, Part II, Line 3 MHHEFA (SERIES 2010) | The difference between the issue price and the total proceeds of issue is investment earnings in the amount of $2,157,059. |
| Schedule K, Part II, Line 3 MHHEFA (SERIES 2013A) | The difference between the issue price and the total proceeds of issue is investment earnings in the amount of $72,288. |
| Schedule K, Part II, Line 3 MHHEFA (SERIES 2015) | The difference between the issue price and the total proceeds of issue is investment earnings in the amount of $3,496. |
| Schedule K, Part II, Line 3 MHHEFA (Series 2017B) | The difference between the issue price and the total proceeds of issue is investment earnings in the amount of $5,958. |
| Schedule K, Part II, Line 3 MHHEFA (Series 2017D) | The difference between the issue price and the total proceeds of issue is investment earnings in the amount of $2,989,131. |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: MHHEFA (SERIES 2007A&B) The calculation for computing no rebate due was performed on 07/01/2017 |
| Schedule K, Part IV, Line 2c COLUMN B | Issuer name: MHHEFA (SERIES 2008A-E) The calculation for computing no rebate due was performed on 07/01/2017 |
| Schedule K, Part IV, Line 2c COLUMN C | Issuer name: MHHEFA (SERIES 2008F) The calculation for computing no rebate due was performed on 07/01/2018 |
| Schedule K, Part IV, Line 2c COLUMN D | Issuer name: MHHEFA (SERIES 2010) The calculation for computing no rebate due was performed on 04/01/2019 |
| Schedule K, Part IV, Line 2c COLUMN A | Issuer name: MHHEFA (SERIES 2013A) The calculation for computing no rebate due was performed on 07/01/2017 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (SERIES 2013A) | ||||||||
| A | 520936091 | 574218MH3 | 2013-03-08 | $265,377,428 | (See Statement) | false | false | false |
| MHHEFA (SERIES 2015) | ||||||||
| B | 520936091 | 574218WD1 | 2015-05-21 | $86,603,677 | ADVANCED REFUNDING OF SERIES 2006A BONDS AND SERIES 2008C (UCHS) BONDS | false | false | false |
| MHHEFA (SERIES 2016A-D) | ||||||||
| C | 520936091 | 2016-09-27 | $212,785,000 | REFUNDING OF SERIES- 2012A-D BONDS | false | false | false | |
| MHHEFA (SERIES 2016E&F) | ||||||||
| D | 520936091 | 2016-10-13 | $108,730,000 | REFUNDING OF SERIES 2011B/C (UCHS) BONDS | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $22,870,000 | $265,449,715 | $2,662,975 | $173,100,000 | $89,686,740 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $5,085,000 | $86,607,173 | $9,475 | $86,597,698 | false | Yes (true) | Yes (true) | Yes (true) | |
| C | $2,435,000 | $212,785,000 | $720,000 | $212,065,000 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $4,810,000 | $108,730,000 | $310,000 | $108,420,000 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.0 | false | false | Yes (true) | ||
| C | false | false | false | false | 0.0 | false | false | Yes (true) | ||
| D | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | Yes (true) | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (SERIES 2017A) | ||||||||
| A | 520936091 | 2017-01-01 | $44,010,000 | REFUNDING OF SERIES 2011A (UCHS) BONDS | false | false | false | |
| MHHEFA (SERIES 2017B) | ||||||||
| B | 520936091 | 2017-02-02 | $165,070,579 | ADVANCED REFUNDING OF SER. 1991B BONDS, A PORTION OF SER. 2005 BONDS & A PORTION OF SER. 2010 BONDS | false | false | false | 574218V75 |
| MHHEFA (SERIES 2017D) | ||||||||
| C | 520936091 | 2017-12-19 | $147,182,498 | (SEE STATEMENT) | false | false | false | 5742184J9 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,210,000 | $44,010,000 | $44,010,000 | Yes (true) | false | Yes (true) | Yes (true) | |||
| B | $4,045,000 | $165,076,538 | false | Yes (true) | Yes (true) | Yes (true) | $164,998,598 | $77,940 | ||
| C | $150,171,629 | $2,989,131 | false | false | false | Yes (true) | $1,570,898 | $145,611,600 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.0 | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.0 | false | false | Yes (true) |
| C | false | false | false | false | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catherine Pugh | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Disqualified Person Org | Board Member | RlnDisqualifiedPersonOrgTxt |
| Transaction | Catherine Pugh ("Pugh") served on the UMMS Board of Directors from 2002 until her resignation in March 2019. Between November 2011 and 2018, while Pugh was on the board of UMMS, UMMS entered into contractual agreements with Pugh and her wholly owned entity to purchase a total of 100,000 copies of Healthy Holly books written by Pugh. The books were purchased by UMMS on the understanding that they would be delivered to the Baltimore City Public School System and made available to children in Baltimore City Public Schools. Five $100,000 payments (each for 20,000 books) were made in each of 2011, 2012, 2015, 2016 and 2018, for an aggregate amount of $500,000. In March 2019, UMMS became aware that Pugh was under investigation by law enforcement authorities. In March 2019, Pugh returned $100,000 of the payments made by UMMS. In November 2019, Pugh entered into a plea agreement with the government and pleaded guilty to (1) conspiracy to commit wire fraud, (2) conspiracy to defraud the United States, and (3) two counts of tax evasion. As necessary for the count on the conspiracy to commit wire fraud, Pugh acknowledged in the Stipulation of Facts that accompanied the plea agreement that she did not deliver all copies of books intended for Baltimore City Public Schools, but instead kept thousands of copies for her later personal use; that she resold copies of books intended for Baltimore City Public Schools; and that, in years 2016 and 2018, she did not deliver any copies of books for which UMMS had paid. Pugh stipulated that she defrauded UMMS of the $500,000 paid for books that were not delivered as agreed. Pugh's admitted fraud demonstrates that any approval or participation in these transactions by UMMS directors and management was not knowing. As part of the sentencing process following the plea agreement, UMMS was awarded a $400,000 judgment of restitution by court order reflecting UMMS' full outstanding claim against Pugh. UMMS will take all necessary and appropriate steps to enforce the judgment. | TransactionDesc |
| Transaction Corrected | Yes (true) | TransactionCorrectedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $125,000 | TaxImposedAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KELLY & ASSOCIATES INSURANCE GROUP | |||
| SEE PART V | $1,671,538 | SEE PART V | false |
| DR SARAH KLEIST | |||
| SEE Part V | $48,031 | SEE PART V | false |
| Soltesz Inc | |||
| SEE Part V | $158,462 | See Part V | false |
| Matthew Irby | |||
| See Part V | $99,767 | See Part V | false |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule L, Part IV Line 1, COLUMN B AND COLUMN D | Francis Kelly is a director of the filing organization, and an owner of Kelly & Associates Insurance Group. Kelly & Associates Insurance Group was paid commissions and adminstrative fees, at or below fair market value, related to employee benefits. |
| Schedule L, Part IV LINE 2, Column B and Column D | Dr. Sarah Kleist is a family member of Kenneth Moreland, a director of the filing organization. Dr. Sarah Kleist was paid reasonable compensation as an employee of the filing organization. |
| Schedule L, Part IV Line 3, Column B and Column D | James Soltesz is a director of the filing organization, and an owner of Soltesz, Inc. Soltesz, Inc. was paid fees, at or below fair market value, for engineering services. |
| Schedule L, Part IV Line 4, Column B and Column D | Matthew Irby is a family member of John Ashworth, an officer of the filing organization. Matthew Irby was paid reasonable compensation as an employee of the filing organization. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 4 Significant changes to organizational documents | During its tax year ended June 30, 2019, UMMS implemented comprehensive governance changes addressing significant, widely publicized governance failures involving transactions between UMMS and nine of its 30 board members. A number of these changes were statutory, resulting from oversight and legislation enacted by the Maryland State Legislature in April 2019. Unlike other nonprofit hospital systems, UMMS' governance is largely dictated and overseen by the Maryland State Legislature. Prior to 1984, UMMS was an integral part of the University of Maryland, a state university. In 1984, the Maryland Legislature converted the University of Maryland Hospital into the University of Maryland Medical System, a private nonprofit corporation recognized as a section 501(c)(3) tax exempt hospital. A primary objective of the conversion was to prompt creation of a single, integrated hospital system serving the entire State of Maryland. UMMS was also formed because the legislature sought to "separate the operations, revenues and obligations of the medical system from the State," because it "ha[d] proven unnecessarily costly and administratively cumbersome for the University [of Maryland] to finance, manage, and carry out the patient care activities of an academic institution within the existing framework of a State agency...." Md.Code (1978, 2008 Repl.Vol.), § 13-302(5), (6) of the Education Article ("Educ."). While the 1984 legislation created a separate, private entity, the State maintained substantial control of UMMS' governance and operations, including, for example, by (i) requiring that UMMS' articles of incorporation and initial asset transfer be approved by Maryland's Board of Public Works; (ii) vesting appointment of Board members in the Governor; and (iii) requiring that the Chancellor of the University System of Maryland and other University officials serve as ex officio members of the UMMS Board. See 98 Opinions of the Attorney General 114, at 117-20 (November 21, 2013) (identifying examples and stating, "Although it established UMMS as an ostensibly private corporation, the General Assembly ensured that the State would continue to play a prominent role in the System's governance"). In addition to statutory changes, other governance changes were the result of two independent reviews commissioned by the UMMS Board. The Nygren Report, completed and released to the public in June 2019, identified transactions between UMMS and nine of UMMS' 30 Board members that were not presented to, reviewed by, and/or approved by the UMMS Board or an appropriate UMMS Board committee as required by UMMS' bylaws, policies and procedures. See https://www.umms.org/-/media/files/umms/about-us/leadership/board-updates/nygren-report.pdf?upd=20190621155341&la=en&hash=A6C8E300FF486C78F751A9F6EB1FF22639AF1824. A second report commissioned by the Special Committee of the newly constituted UMMS Board was a comprehensive governance review that was completed and released to the public in December 2019, and recommended significant governance, management and operational reforms (the "Special Committee Report"). See https://cdn.s3-media.wbal.com/Media/2019/12/13/f92dad8e-9486-4119-b64b-1f079a56475d/original.pdf. On a parallel track, beginning in August 2019 the UMMS Board retained McDermott, Will & Emery to advise on modifications and enhancements to UMMS governance policies and procedures, based on a review of UMMS' then existing policies and procedures and transactions identified in the Nygren Report. The recommendations, amplified by and aligned with the Special Committee Report recommendations, have been adopted and are being implemented by the UMMS Board and management. Below is a summary of governance changes mandated unanimously by the Maryland State Legislature and signed into law by the Governor in April 2019, as well as governance changes implemented by the UMMS Board in response to the Nygren and Special Committee Reports and McDermott review. Statutory Governance Changes: * UMMS was required to adopt a new conflict of interest policy (described herein on Schedule O) including certain statutorily mandated provisions such as standards on recusal from voting and conflicts disclosures. Educ. § 13-303(n). The new statute mandated that, on or before May 31, 2019 (and each time a change is made to the policy), the new conflict of interest policy be adopted and provided to the Governor, the President of the Maryland Senate and Speaker of the Maryland House. * The UMMS Board was reconstituted to consist of not less than 22 and not more than 25 voting members and six non-voting ex officio members. Educ. § 13-304(b)(1). * All UMMS Board members were required to be replaced by January 1, 2020 with new members appointed or reappointed by the Governor with the advice and consent of the Maryland Senate. Sections 5(a) and (b) of Chapter 19 (House Bill 1428) of the Acts of 2019. * UMMS Board members are prohibited from being State or local elected officials and three voting members must include the Governor's designee, an appointment by the President of the Maryland Senate and an appointment by the Speaker of Maryland's House of Delegates. Educ. § 13-304(c). |
| Form 990, Part VI, Line 5 Diversion of organization assets | An UMMS board of directors member (the "director") served on the UMMS board of directors from 2002 until her resignation in March 2019. Between November 2011 and 2018, while the director was on the board of UMMS, UMMS entered into contractual agreements with her and her wholly owned entity to purchase a total of 100,000 copies of children's books written by the director. The books were purchased by UMMS on the understanding that they would be delivered to the Baltimore City Public School System and made available to children in Baltimore City Public Schools. Five $100,000 payments (each for 20,000 books) were made in each of 2011, 2012, 2015, 2016 and 2018, for an aggregate amount of $500,000. In March 2019, UMMS became aware that the director was under investigation by law enforcement authorities. In March 2019, the director returned $100,000 of the payments made by UMMS. In November 2019, the director entered into a plea agreement with the government and pleaded guilty to (1) conspiracy to commit wire fraud, (2) conspiracy to defraud the United States, and (3) two counts of tax evasion. As necessary for the count on the conspiracy to commit wire fraud, the director acknowledged in the Stipulation of Facts that accompanied the plea agreement that she did not deliver all copies of books intended for Baltimore City Public Schools, but instead kept thousands of copies for her later personal use; that she resold copies of books intended for Baltimore City Public Schools; and that, in years 2016 and 2018, she did not deliver any copies of books for which UMMS had paid. The director stipulated that she defrauded UMMS of the $500,000 paid for books that were not delivered as agreed. As part of the sentencing process following the plea agreement, UMMS was awarded a $400,000 judgment of restitution by court order reflecting UMMS' full outstanding claim against the director. UMMS will take all necessary and appropriate steps to enforce the judgment. |
| 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 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 policy | The organization 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 Governance Committee of the Board is responsible for administering and enforcing the Conflicts of Interest Policy (Policy). The Chair of the Governance Committee, having reviewed any and all conflicts with the Committee, 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'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 Governance 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. The Chief Compliance Officer reviews all disclosure statements for compliance with the Conflict of Interest Policy and any/all related UMMS policies to identify all actual or potential conflicts of interest. The Chief Compliance Officer prepares and submits to the Governance Committee annual and updated (where applicable) reports summarizing all relevant information contained in the disclosure statements. With respect to the other entities in the University of Maryland Medical System, the Chief Compliance Officer may be called for consult. If the Governance Committee determines that a Conflict of Interest exists, the Governance Committee shall notify the Covered Person, the UMMS Chief Executive Officer, and the UMMS Board Chair and further will notify the full Board at its next meeting. Furthermore, in the event the Governance Committee determines that an actual or perceived Conflict of Interest exists, the Committee shall decide how to address the Conflict of Interest. If the Governance Committee determines that a Conflict of Interest exists but that UMMS 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 Governance Committee and the Audit and Compliance Committee shall not have any Business Transactions with UMMS, nor shall their Family Members. If the Governance 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 UMMS, the Governance Committee shall recommend to the Executive Committee appropriate corrective action to be taken. All invitations for bids, proposals or solicitations for offers include the following provision: Any vendor, supplier or contractor must disclose any actual or potential transaction with any organization officer, director, employee or member of the medical staff, including family members within five days of the transaction. Failure to comply with this provision is a material breach of agreement. In addition, a board disclosure report is filed with the Maryland Health Services Cost Review Commission on an annual basis showing any business transactions totaling in excess of $10,000 between the board members and/or their related entities and the organization. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The 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 15b Process to establish compensation of other employees | The 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 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 | MEDICAL RECORDS - Total Revenue: 573173, Related or Exempt Function Revenue: 573173, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; OTHER - Total Revenue: 1636678, Related or Exempt Function Revenue: 1636678, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; RESIDENT REIMBURSEMENT - Total Revenue: 370239, Related or Exempt Function Revenue: 370239, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | IT ENTERPRISE - 24861178; STRATEGIC PRIORITIES - 3999996; CHANGE IN ECON INT FOUNDATION - 13042686; INVESTMENT IN MWPH - 1110091; EQUITY TRANSFER - -45529619; CORP DEPRECIATION ALLOCATION - -9518378; UCHS CAPITAL CONTRIBUTION ESCROW - -15000000; SWAP VALUATION AND EXPENSE - -52830825; ELIMINATION ADJUSTMENT - 5576813; |
| Form 990, Part VI, Line 4 Significant changes to organizing documents (continued) | * A prior requirement that two voting Board members also be members of the General Assembly was repealed. Section 1 of Chapter 19 (House Bill 1428) of the Acts of 2019. * UMMS was required to retain a certified public accounting firm through a competitive bid process to conduct a performance audit of administrative and financial offices at UMMS. Any certified public accounting firm doing business with UMMS was prohibited from submitting a bid. The certified public accounting firm retained by UMMS was required to consult with the General Assembly's Joint Audit Committee and Office of Legislative Audits on the scope and objectives of the performance audit. UMMS was required to submit a certified copy of the performance audit to the Governor, the President of the Senate and the Speaker of the House by December 31, 2019, and is required to do so again in 2022. Section 2 of Chapter 19 (House Bill 1428) of the Acts of 2019. * UMMS must undergo a forensic audit by the Maryland Office of Legislative Audits covering the period January 1, 2016 through April 18, 2019, and the audit findings must be provided to the Governor, President of the Senate and Speaker of the House. Section 3 of Chapter 19 (House Bill 1428) of the Acts of 2019. * UMMS Board members must annually submit a statement of financial interest (including disclosing conflicts of interest) to the State Health Services Cost Review Commission ("HSCRC"), an independent state agency governed by seven commissioners appointed by the Governor and tasked with establishing hospital rates, for public disclosure on HSCRC's website. Educ. § 13-304(l). The General Assembly required also that UMMS' Board of Directors and compliance officer review each disclosure statement for compliance with UMMS' conflict of interest policy and that the HSCRC provide a summary of the annual statements to the Governor, President of the Senate and Speaker of the House. Id. * The UMMS Board must "develop a policy governing contracts with and payments to a member of the Board of Directors or members of the board of directors of hospitals affiliated with the Medical System Corporation by" UMMS or its affiliated hospitals and annually submit (by December 1) a report to the Governor and specific General Assembly leaders and committees involving the policy and how the Board has maintained compliance with the policy at UMMS' affiliated hospitals and the boards of its affiliated hospitals. Educ. § 13-304(o). * During calendar year 2019 UMMS' Board must conduct an internal review of Board policies and procedures and report findings and recommendations to state government officials by December 31, 2019. The Office of Legislative Audits must review and comment on the report. Section 4 of Chapter 19 (House Bill 1428) of the Acts of 2019. UMMS Board Changes Based on Reports and Assessments: * UMMS' Board unanimously adopted a new conflict of interest policy, which was provided to the Governor on May 31, 2019. * UMMS adopted a Board member Code of Conduct. * UMMS has adopted a new "governance handbook" that is, along with regular training, aimed at educating Board members on their roles and responsibilities and strong governance, among other things. * UMMS has adopted new policies or amended existing policies to strengthen its internal controls around procurement, expenditures, and travel and expense reimbursement. * UMMS also has revised its policies on reporting of potential compliance issues and compliance oversight so as to, together with the other improvements described above, eliminate both the appearance and occurrence of interested party transactions that pose conflicts of interest without appropriate approvals and to prevent the occurrence of transactions that are prohibited under U.S. federal tax rules applicable to UMMS. In the wake of press reporting regarding conflicts of interest with certain UMMS' Board members in March 2019, several UMMS Board members, the President and CEO (Robert Chrencik), General Counsel (Megan Arthur), Chief Compliance Officer (Christine Bachrach), Chief Administrative Officer (Jerry Wollman), and Chief Performance Improvement Officer (Keith Persinger), resigned. By the end of calendar year 2019, UMMS' 25-person Board was comprised of five members who had previously served, had not engaged in transactions with UMMS and were not named in the Nygren Report, and were re-appointed by the Governor; and 20 new members appointed by the Governor who had not previously served on the UMMS Board. UMMS appointed a new CEO, Dr. Mohan Suntha, effective December 1, 2019. In March 2020, the Maryland General Assembly's Office of Legislative Audits ("OLA") released findings from a Special Review of UMMS mandated by the April 2019 legislation (see https://www.ola.state.md.us/). The legislation required that the OLA identify all members of the UMMS Board of Directors over the period January 1, 2016 to April 18, 2019, review all transactions with those individuals and their associated businesses, and recommend any necessary improvements to the procurement and disbursement processes. The OLA Report states that "[t]he listing of Board members and associated businesses . . . is intended to provide a comprehensive summary of the payments identified by our review, and not to establish that the Board members were aware of, involved in, or benefitted from the payments, nor that the transactions were improper." The OLA Report concludes that if UMMS successfully implements the recommendations contained in the Special Committee Report and University of Maryland Medical System Financial Management Practices Audit Report, "further recommendations regarding UMMS' procurement and contracting processes, additional business relationships, and other related parties should not be necessary." UMMS has carefully reviewed each interested party transaction identified in the Nygren, Special Committee and OLA Reports to determine whether they constitute excess benefit transactions under section 4958. While many of those transactions were undertaken pursuant to deficient governance and control processes (which have since been addressed, as described above), the section 4958 inquiry looks to whether the transaction was, in fact, at fair market value, or whether an excessive economic benefit was conveyed to the interested party. Of the 18 Board members that OLA identified as having a "direct financial relationship" with an entity that received payments from UMMS, 11 were previously identified in the Nygren and/or Special Committee Reports. The additional 7 individuals were included in OLA's scope because OLA defined "associated business" broadly to include "any entity, regardless of whether it operated as for-profit or not-for-profit, with which the Board members or their immediate family member (spouses and adult children) (a) held an ownership interest (excluding non-controlling interests in publicly traded stock), (b) was employed, (c) received income, or (d) served as a member of the entity's board of directors or equivalent governing body." That definition includes serving as a Board member of a charity that received a donation from UMMS and holding an investment in a public company. Based on its review of each identified transaction, UMMS concluded that none of the transactions with these 7 directors involved actual or potential excess benefits to the UMMS director in question. Of the 11 directors originally identified in the Nygren and/or Special Committee Reports, one director defrauded UMMS in what constitutes not only an excess benefit transaction, but also a significant diversion of assets. That transaction is reported in Part IV, lines 25 (a) and (b) and corresponding Schedule L; Part VI, Sec. A, line 5, and this Schedule O; and Form 4720. Of the remaining 10 directors, the transactions with respect to which 8 directors were identified, were with associated businesses entered into and conducted in the ordinary course of business, which UMMS has concluded did not convey an excess benefit. The transactions with the remaining 2 directors, each of which is described in detail in the Nygren, Special Committee and OLA Reports, involved personal services performed directly by the director in question. These transactions did not follow appropriate governance procedures including adequate contemporaneous documentation. Nonetheless, after extensive review of these transactions, UMMS has made the judgment that substantial evidence supports the conclusion that none of these two directors' arrangements conveyed an excess benefit. UMMS has determined that in each case, the compensation paid would be reasonable, based on substantial evidence as to the work performed. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 36 S PACA STREET LLC | |||||||||
| 36 S PACA STREET | BALTIMORE | MD | 21211 | 562544990 | RENTAL | MD | $755,000 | $12,663,000 | UMMSC |
| UNIVERSITY OF MARYLAND ECARE LLC | |||||||||
| 250 W PRATT STREET | BALTIMORE | MD | 21201 | 461441270 | HEALTHCARE | MD | $556,000 | $776,000 | UMMSC |
| UNIVERSITY OF MARYLAND MEDICAL CENTER | |||||||||
| 250 W PRATT STREET | BALTIMORE | MD | 21201 | 320443777 | HEALTHCARE | MD | $0 | $0 | UMMSC |
| UNIVERSITY OF MARYLAND HEALTH VENTURES | |||||||||
| 250 W PRATT STREET | BALTIMORE | MD | 21201 | 474794292 | HEALTHCARE | MD | $0 | $170,180,000 | UMMSC |
| UMRMC LLC | |||||||||
| 250 W PRATT STREET | BALTIMORE | MD | 21201 | HEALTHCARE | MD | $0 | $0 | UMMSC | |
| UMMC I LLC | |||||||||
| 250 W PRATT STREET | BALTIMORE | MD | 21201 | 383945516 | HEALTHCARE | MD | $0 | $0 | UMMSC |
| UNIVERSITY OF MD QUALITY CARE NETWORK | |||||||||
| 250 W PRATT STREET | BALTIMORE | MD | 21201 | 371824357 | HEALTHCARE | MD | $1,520,000 | $1,440,000 | UMMSC |
| University of Maryland Care Transformation Organization LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 831206196 | Healthcare | MD | $1,661,000 | $3,117,000 | UMMSC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 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 | Yes (true) |
| BALTIMORE WASHINGTON HEALTHCARE SERVICES | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830243 | HEALTHCARE | MD | 501(c)(3) | Type I | UMBWMS | Yes (true) |
| BALTIMORE WASHINGTON MEDICAL CENTER INC | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 520689917 | HEALTHCARE | MD | 501(c)(3) | 3 | UMBWMS | Yes (true) |
| UM BALTIMORE WASHINGTON MEDICAL SYSTEM | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830242 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | Yes (true) |
| NORTH ARUNDEL DEVELOPMENT CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521318404 | REAL ESTATE | MD | 501(c)(2) | NCC | Yes (true) | |
| NORTH COUNTY CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521591355 | REAL ESTATE | MD | 501(c)(2) | UMBWMS | Yes (true) | |
| CHESTER RIVER HEALTH FOUNDATION INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 521338861 | FUNDRAISING | MD | 501(c)(3) | 8 | UMSRH | Yes (true) |
| UNIV OF MD SHORE REGIONAL HEALTH INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 522046500 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | Yes (true) |
| CHESTER RIVER HOSPITAL CENTER | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 520679694 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | Yes (true) |
| CHESTER RIVER MANOR INC | ||||||||||
| 200 MORGNEC ROAD | CHESTERTOWN | MD | 21620 | 526070333 | HEALTHCARE | MD | 501(c)(3) | 10 | UMSRH | Yes (true) |
| MARYLAND GENERAL CLINICAL PRACTICE GROUP | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521566211 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMTH | Yes (true) |
| UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521175337 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMSC | Yes (true) |
| MARYLAND GENERAL HOSPITAL INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 520591667 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMTH | Yes (true) |
| 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 | Yes (true) |
| SHORE HEALTH SYSTEM INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 520160538 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | Yes (true) |
| JAMES LAWRENCE KERNAN HOSPITAL INC | ||||||||||
| 2200 KERNAN DRIVE | BALTIMORE | MD | 21207 | 520591639 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | Yes (true) |
| UMMS FOUNDATION INC | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 522238893 | FUNDRAISING | MD | 501(c)(3) | Type I | UMMSC | Yes (true) |
| UNIVERSITY OF MARYLAND CHARLES REGIONAL | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522155576 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | Yes (true) |
| CIVISTA MEDICAL CENTER INC | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 520445374 | HEALTHCARE | MD | 501(c)(3) | 3 | UMCRH | Yes (true) |
| CHARLES REGIONAL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 521414564 | FUNDRAISING | MD | 501(c)(3) | Type I | UMCRH | Yes (true) |
| UNIV OF MD ST JOSEPH FOUNDATION INC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521681044 | FUNDRAISING | MD | 501(c)(3) | Type I | UMSJHS | Yes (true) |
| UMSJ HEALTH SYSTEM LLC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 462097818 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | Yes (true) |
| HARFORD MEMORIAL HOSPITAL INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 520591484 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | Yes (true) |
| UM UPPER CHESAPEAKE HEALTH SYSTEM INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398513 | HEALTHCARE | MD | 501(c)(3) | Type III-O | UMMSC | Yes (true) |
| UPPER CHESAPEAKE HEALTH FOUNDATION INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398507 | FUNDRAISING | MD | 501(c)(3) | Type I | UMUCHS | Yes (true) |
| UPPER CHESAPEAKE MEDICAL CENTER INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521253920 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | Yes (true) |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521501734 | HEALTHCARE | MD | 501(c)(3) | 10 | UMUCHS | Yes (true) |
| UPPER CHESAPEAKE PROPERTIES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521907237 | REAL ESTATE | MD | 501(c)(2) | UMUCHS | Yes (true) | |
| UPPER CHES RESIDENTIAL HOSPICE HOUSE INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 260737028 | HOSPICE | MD | 501(c)(3) | 10 | UMUCHS | Yes (true) |
| HARFORD CRISIS CENTER INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521229742 | HOME CARE | MD | 501(c)(3) | Type II | UMUCHS | Yes (true) |
| DIMENSIONS HEALTH CORPORATION | ||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521289729 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | Yes (true) |
| DIMENSIONS HEALTHCARE ASSOCIATES | ||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521902711 | HEALTHCARE | MD | 501(c)(3) | Type I | UMCAPRH | Yes (true) |
| UM CAPITAL REGION HEALTH INC | ||||||||||
| 250 W PRATT ST STE 2400 | BALTIMORE | MD | 21201 | 823596114 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | Yes (true) |
| UCH LEGACY FUNDING CORPORATION | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 520882914 | FUNDRAISING | MD | 501(c)(3) | Type II | UMUCHS | Yes (true) |
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 | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES | ||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 522000762 | HEALTHCARE | MD | APA INC | false | false | |||
| BALTIMORE WASHINGTON IMAGING | ||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 200806027 | HEALTHCARE | MD | UMBWMS | false | false | |||
| UNIVERSITYCARE LLC | ||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521914892 | HEALTHCARE | MD | UMMSC | false | false | $0 | $3,931,035 | 0.9 |
| O'DEA MEDICAL ARTS LIMITED PAR | ||||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521682964 | RENTAL | MD | SJMC PROP | false | false | |||
| ADVANCED IMAGING AT ST JOSEPH | ||||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521958002 | HEALTHCARE | MD | UMSJMC | false | false | |||
| UNIVERSITY OF MARYLAND CHARLES | ||||||||||||
| PO BOX 1070 | LAPLATA | MD | 20646 | 300956382 | HEALTHCARE | MD | UMCRCP | false | false | |||
| BALTIMORE ASC VENTURES LLC | ||||||||||||
| 7620 YORK ROAD | TOWSON | MD | 21204 | 824133899 | HEALTHCARE | DE | UMSJMC | false | false | |||
| UCHSUMMS Real Estate Trust | ||||||||||||
| 520 Upper Chesapeake Drive | Bel Air | MD | 21014 | 276803540 | Holding Co | MD | UMMSC | false | Yes (true) | $0 | $2,405,858 | 0.8 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 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 | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES INC | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521992649 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| BALTIMORE WASHINGTON HEALTH ENTERPRISES | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521936656 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| BW PROFESSIONAL SERVICES INC | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521655640 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| NA EXECUTIVE BUILDING CONDO ASSN INC | ||||||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | REAL ESTATE | MD | NA | C Corporation | Yes (true) | ||||||||
| UM CHARLES REGIONAL CARE PARTNERS | ||||||||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522176314 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| UNIVERSITY MIDTOWN PROF CENTER | ||||||||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521891126 | REAL ESTATE | MD | NA | C Corporation | Yes (true) | |||||||
| UNIVERSITY OF MARYLAND HEALTH ADVANTAGE | ||||||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 461411902 | INSURANCE | MD | NA | C Corporation | Yes (true) | |||||||
| UNIVERSITY OF MARYLAND HEALTH PARTNERS | ||||||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815803 | INSURANCE | MD | NA | C Corporation | Yes (true) | |||||||
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE | ||||||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815722 | INSURANCE | MD | NA | C Corporation | Yes (true) | |||||||
| UPPER CHESAPEAKE HEALTH VENTURES INC | ||||||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 522031264 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| UPPER CHESAPEAKE MEDICAL CENTER LAND CON | ||||||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 770674478 | REAL ESTATE | MD | NA | C Corporation | Yes (true) | |||||||
| UPPER CHESAPEAKE MEDICAL OFFICE BUILDING | ||||||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521946829 | REAL ESTATE | MD | NA | C Corporation | Yes (true) | |||||||
| SHORE ORTHOPEDICS INC | ||||||||||||||||
| 219 S WASHINGTON STREET | EASTON | MD | 21601 | 371817262 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| MADISON MANOR INC | ||||||||||||||||
| 5801 42ND AVE | HYATTSVILLE | MD | 20781 | 521269059 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| AFFILIATED ENTERPRISES INC | ||||||||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521542144 | HEALTHCARE | MD | NA | C Corporation | Yes (true) | |||||||
| DIMENSIONS ASSURANCE LTD | ||||||||||||||||
| 980348082 | INSURANCE | Yes | C Corporation | Yes (true) | PO BOX 1363 GENESIS BLDG | GRAND CAYMAN | CJ | CJ | $0 | $35,790,178 | 1 | |||||
| RIVERSIDE HEALTH OF DELAWARE INC | ||||||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 463205820 | HEALTHCARE | DE | NA | C Corporation | Yes (true) | |||||||
| RIVERSIDE HEALTH OF DC INC | ||||||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 461411713 | HEALTHCARE | DC | NA | C Corporation | Yes (true) | |||||||
| UPPER CHESAPEAKE INSURANCE COMPANY LTD | ||||||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 980468438 | INSURANCE | NA | C Corporation | Yes (true) | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (59 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Universitycare LLC | ||
| B | $2,417,538 | FMV |
| University of Maryland Midtown Health Inc | ||
| B | $248,367 | FMV |
| Civista Medical Center Inc | ||
| C | $546,510 | FMV |
| University of Maryland Community Medical Group Inc | ||
| C | $2,526,896 | FMV |
| University of Maryland Medical System Foundation Inc | ||
| C | $5,342,734 | FMV |
| UMSJ Health System LLC | ||
| D | $73,146,004 | FMV |
| Baltimore Washington Medical Center Inc | ||
| E | $863,950 | FMV |
| Chester River Hospital Center Inc | ||
| E | $219,949 | FMV |
| Civista Medical Center Inc | ||
| E | $2,705,374 | FMV |
| James Lawrence Kernan Hospital Inc | ||
| E | $16,707,077 | FMV |
| Maryland General Hospital Inc | ||
| E | $1,991,728 | FMV |
| Shore Health System Inc | ||
| E | $4,061,728 | FMV |
| University of Maryland Upper Chesapeake Health System Inc | ||
| E | $22,317,823 | FMV |
| Baltimore Washington Medical Center Inc | ||
| L | $24,277,378 | FMV |
| Chester River Hospital Center Inc | ||
| L | $2,519,643 | FMV |
| University of Maryland Community Medical Group Inc | ||
| L | $4,083,222 | FMV |
| James Lawrence Kernan Hospital Inc | ||
| L | $6,694,020 | FMV |
| Maryland General Hospital Inc | ||
| L | $11,631,913 | FMV |
| Shore Health System Inc | ||
| L | $17,078,318 | FMV |
| UMSJ Health System LLC | ||
| L | $20,380,591 | FMV |
| University of Maryland Upper Chesapeake Health System Inc | ||
| L | $330,312 | FMV |
| UM Capital Region Health Inc | ||
| L | $523,698 | FMV |
| Maryland General Hospital Inc | ||
| M | $2,533,812 | FMV |
| UMSJ Health System LLC | ||
| M | $1,547,650 | FMV |
| Shore Health System Inc | ||
| M | $87,837 | FMV |
| UMSJ Health System LLC | ||
| M | $14,430,204 | FMV |
| University of Maryland Upper Chesapeake Health System Inc | ||
| M | $3,855,411 | FMV |
| Chester River Hospital Center Inc | ||
| N | $951,000 | FMV |
| Civista Medical Center Inc | ||
| N | $1,714,163 | FMV |
| Shore Health System Inc | ||
| N | $353,106 | FMV |
| University of Maryland Upper Chesapeake Health System Inc | ||
| N | $5,268,212 | FMV |
| UM Capital Region Health Inc | ||
| N | $639,954 | FMV |
| Baltimore Washington Medical Center Inc | ||
| O | $462,392 | FMV |
| James Lawrence Kernan Hospital Inc | ||
| O | $1,903,591 | FMV |
| Maryland General Hospital Inc | ||
| O | $7,570,024 | FMV |
| University of Maryland Midtown Health Inc | ||
| O | $832,629 | FMV |
| University of Maryland Upper Chesapeake Health System Inc | ||
| O | $1,555,020 | FMV |
| UM Capital Region Health Inc | ||
| O | $357,441 | FMV |
| James Lawrence Kernan Hospital Inc | ||
| P | $759,335 | FMV |
| Maryland General Hospital Inc | ||
| P | $540,069 | FMV |
| Baltimore Washington Medical Center Inc | ||
| Q | $40,153,692 | FMV |
| Chester River Hospital Center Inc | ||
| Q | $4,084,741 | FMV |
| Civista Medical Center Inc | ||
| Q | $15,762,781 | FMV |
| University of Maryland Community Medical Group Inc | ||
| Q | $6,646,547 | FMV |
| James Lawrence Kernan Hospital Inc | ||
| Q | $8,645,343 | FMV |
| Maryland General Hospital Inc | ||
| Q | $19,957,530 | FMV |
| Shore Health System Inc | ||
| Q | $28,777,689 | FMV |
| UMSJ Health System LLC | ||
| Q | $38,833,334 | FMV |
| University of Maryland Upper Chesapeake Health System Inc | ||
| Q | $17,569,452 | FMV |
| UM Capital Region Health Inc | ||
| Q | $37,667,159 | FMV |
| Baltimore Washington Medical Center Inc | ||
| Q | $7,224,124 | FMV |
| Chester River Hospital Center Inc | ||
| Q | $179,259 | FMV |
| Civista Medical Center Inc | ||
| Q | $2,204,882 | FMV |
| James Lawrence Kernan Hospital Inc | ||
| Q | $902,269 | FMV |
| Maryland General Hospital Inc | ||
| Q | $1,392,242 | FMV |
| Shore Health System Inc | ||
| Q | $3,315,850 | FMV |
| UMSJ Health System LLC | ||
| Q | $10,128,114 | FMV |
| University of Maryland Upper Chesapeake Health System Inc | ||
| Q | $8,945,007 | FMV |
| UMSJ Health System LLC | ||
| R | $34,275,000 | FMV |