2019-05-14T18:44:57-05:00 2018-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2017-07-01 521362793 UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION % ED WUENSCHELL UNIV 4103281376 22 South Greene Street Baltimore MD 21201 S MICHELLE LEE cfo 4103281376 2019-05-10 true Frank Giardini P00532355 2155614200 2019-05-15 209.220.64.52 23695320191345000038 2019-05-14 P 6C78E5C2C9CFDA217BB1DC8554CE16A03C3903FC FE39DA10AEC949D81AEF277AEA023C5F99DCE9C1 2017 2019-02-21 02:37:17Z John W Ashworth III 250 W Pratt St Baltimore MD 21201 1660726621 false X www.umms.org X 1984 MD SEE SCHEDULE O. 30 26 12296 1125 2070586 51749558 36796513 1565664178 1599469253 10386657 10328422 -25503219 9494565 1602297174 1656088753 691115 498069 0 0 728378857 755234772 0 0 0 817081666 860466892 1546151638 1616199733 56145536 39889020 3892524430 4501112693 2491531444 2536876955 1400992986 1964235738 X SEE SCHEDULE O. false false 1386986505 543069 1609720439 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 6/30/2018 IS APPROXIMATELY $16 MILLION AT COST. 1386986505 true true false true false false false false false true false false true true true false true false false true false false false false false true true true false true true false false false false false false false false true true false false false false true true true true false false true 1514 0 true 12296 true true true true CJ false false false false false false false false X 30 26 false false false false false false false true true false false true true true true true true true true true true MD X ED WUENSCHELL 4434625811 900 ELKRIDGE LANDING ROAD - 3 EAST LINTHICUM MD 21090 X STEPHEN A BURCH ESQ CHAIR 1.0 1.0 X X 0 0 0 HONORABLE MICHAEL E BUSCH DIRECTOR 1.0 1.0 X 0 0 0 R ALAN BUTLER DIRECTOR 1.0 1.0 X 0 0 0 JOHN P COALE ESQ DIRECTOR 1.0 1.0 X 0 0 0 AUGUST J CHIASERA DIRECTOR 1.0 1.0 X 0 0 0 GEORGE L DOETSCH JR DIRECTOR 1.0 1.0 X 0 0 0 JOHN W DILLON DIRECTOR 17.0 5.0 X 144588 0 0 JAMES C DIPAULA JR DIRECTOR 1.0 1.0 X 0 0 0 WAYNE L GARDNER SR DIRECTOR 1.0 1.0 X 0 0 0 LOUISE MICHAUX GONZALES ESQ DIRECTOR 1.0 1.0 X 0 0 0 BARRY P GOSSETT DIRECTOR 1.0 1.0 X 0 0 0 LOUIS P JENKINS JR ESQ DIRECTOR 1.0 1.0 X 0 0 0 HONORABLE EDWARD J KASEMEYER DIRECTOR 1.0 1.0 X 0 0 0 HONORABLE FRANCIS X KELLY JR DIRECTOR 1.0 1.0 X 0 0 0 BELKIS LEONG-HONG DIRECTOR 1.0 1.0 X 0 0 0 KENNETH V MORELAND DIRECTOR 1.0 1.0 X 0 0 0 KEVIN B O'CONNOR DIRECTOR 1.0 1.0 X 0 0 0 KORKUT ONAL DIRECTOR 1.0 1.0 X 0 0 0 JAMES A SOLTESZ PE DIRECTOR 1.0 1.0 X 0 0 0 ROBERT L PEVENSTEIN DIRECTOR 1.0 1.0 X 0 0 0 D BRUCE POOLE ESQ DIRECTOR 1.0 1.0 X 0 0 0 LOUISE M POPE DIRECTOR 1.0 1.0 X 0 0 0 HONORABLE CATHERINE E PUGH DIRECTOR 1.0 1.0 X 0 0 0 ROBERT D RAUCH DIRECTOR 1.0 1.0 X 0 0 0 SCOTT RIFKIN MD DIRECTOR 1.0 1.0 X 0 0 0 HONORABLE JAMES T SMITH JR DIRECTOR 1.0 1.0 X 0 0 0 LEONARD STOLER DIRECTOR 1.0 1.0 X 0 0 0 WALTER A TILLEY JR DIRECTOR 1.0 1.0 X 0 0 0 HON JOSPEH D TYDINGS ESQ DIRECTOR 1.0 1.0 X 0 0 0 HON ALEXANDER WILLIAMS JR DIRECTOR 1.0 1.0 X 0 0 0 ROBERT A CHRENCIK PRESIDENT AND CEO - UMMS 40.0 15.0 X 2590028 0 25019 HENRY J FRANEY EVP, CFO AND TREASURER 40.0 5.0 X 1502906 0 22624 MEGAN M ARTHUR SVP, GEN COUNSEL AND SEC'TY 40.0 8.0 X 724017 0 26240 MOHANAKUMAR SUNTHARALINGAM PRESIDENT AND CEO, UMMC 40.0 2.0 X 2560693 0 23008 LISA C ROWEN SVP AND CNO - UMMC 40.0 0.0 X 721882 0 22371 WALTER ETTINGER SVP AND CMO - UMMS 40.0 1.0 X 1830902 0 18858 JON P BURNS SVP AND CIO 40.0 2.0 X 662095 0 21320 MICHAEL R JABLONOVER SVP AND CMO 40.0 0.0 X 705298 0 26817 KEITH D PERSINGER SVP AND CHIEF PERFORM. OFF. 40.0 2.0 X 1072226 0 17302 JOSEPH E HOFFMAN III EVP AND CFO - UMMC 40.0 0.0 X 0 661084 96166 JOHN W ASHWORTH III SVP NETWORK DEVELOPMENT 40.0 8.0 X 822679 0 36514 GERALD L WOLLMAN SVP CORP OPERATIONS 40.0 0.0 X 650348 0 26272 JANICE EISELE SVP DEVELOPMENT 40.0 1.0 X 668705 0 10800 RICHARD C SZUMEL PATHOLOGIST 40.0 0.0 X 622837 0 90525 MARK WASSERMAN SVP EXTERNAL AFFAIRS 40.0 0.0 X 508822 0 22542 MARK KELEMEN FORMER CHIEF MED INFO OFFICER 0.0 0.0 X 577768 0 19083 16365794 661084 505461 1261 true true false Living Legacy Foundation TRC 1730 Twin Springs Rd Suite 200 BALTIMORE MD 21227 Organ Support 19895369 The Whiting Turner Contracting Comp PO Box 17596 BALTIMORE MD 21297 Construction 11646942 Lumeris Healthcare Outcomes LLC 13900 Riverport Drive MARYLAND HEIGHTS MO 63043 Consulting 8483185 Alvarez Marsal Healthcare Industr 600 Madison Avenue 8th Floor NEW YORK NY 10022 Clinical Support 6116541 Epic Systems Corporation PO Box 88314 MILWAUKEE WI 53288 Software Solutions 6066621 359 5596513 31200000 36796513 PATIENT SERVICE REVENUE 900099 1518916777 1518351962 564815 PHARMACY 900099 80552476 80018289 534187 1599469253 6385748 6385748 0 0 3252180 2050644 1201536 0 1201536 1201536 6529898 2587224 3942674 3942674 3942674 0 0 0 0 0 0 0 0 0 INCOME FROM JOINT VENTURES 900099 1565376 1565376 ECARE 900099 3061461 3061461 CAFETERIA 900099 3471516 3471516 194676 6723351 971584 -7500259 8293029 1656088753 1609720439 2070586 7501215 498069 498069 0 0 0 12514635 2377781 10136854 0 609033930 493317483 115716447 19552067 15837174 3714893 67562508 54725631 12836877 46571632 37723022 8848610 0 3045976 2467241 578735 2562087 2075290 486797 78872 78872 0 0 126971784 102847145 24124639 6791752 5501319 1290433 19069268 15446107 3623161 1357131 1099276 257855 0 30082880 24367133 5715747 1219008 987396 231612 0 2474302 2004185 470117 25733961 20844508 4889453 0 98367795 79677914 18689881 16402635 16092703 309932 MEDICAL SUPPLIES 351881618 351881618 REPAIR/MAINTENANCE 68735985 55676148 13059837 BAD DEBT EXPENSES 52157064 52157064 TRANSPLANT COSTS 25100809 25100809 28433965 24281489 4152476 1616199733 1386986505 229213228 0 311069105 235640855 100000 100000 0 0 173649959 198855097 0 0 0 0 0 0 28558606 33503321 16597471 16282164 2040161098 1113828107 917350970 926332991 81179000 101156000 151114732 187033319 0 0 0 0 2212904587 2802208946 3892524430 4501112693 250133272 247662817 0 0 1081577 1684108 1442202092 1585071835 0 0 0 0 0 0 152463961 151413402 645650542 551044793 2491531444 2536876955 X 1180460727 1346545923 218843520 616001076 1688739 1688739 1400992986 1964235738 3892524430 4501112693 X 39889020 49972539 473381193 X false true X true true true X false false false false false false true 17429 false true 61443 78872 false OTHER ACTIVITIES SCHEDULE C, PART II-B, LINE 1I 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 6.6% AND 22.98% 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. 74149661 74149661 1127206598 582893470 544313128 8649777 4309188 4340589 730431653 526071019 204360634 99723409 554430 99168979 926332991 INVESTMENT IN SUBSIDIARIES 758277134 AFFILIATE RECOVERY 752702717 OTHER RECEIVABLES 451102852 DEBT SERVICE FUND 300756902 ECO.INT. ASSETS LIMITED TO USE 202725109 ASSETS WHOSE USE IS LIMITED 168783325 SELF INSURANCE TRUST FUNDS 79740128 DUE TO AFFILIATES 66975900 ESCROW 21144879 2802208946 0 INT. RATE SWAPS MARK TO MARKET 149789194 OTHER MALPRACTICE 127370258 LINE OF CREDIT 99300000 ADVANCES FROM 3RD PARTY PAYORS 82676101 CAPITAL LEASE 39695617 OTHER LIABILITIES 36306603 UMHV LT LIABILITY 14614899 CREDIT BALANCES 1292121 551044793 X FIN 48 FOOTNOTE PER AUDIT REPORT SCHEDULE D, PART X, LINE 2 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. Central America and the Caribbean Program Services CAPTIVE INSURANCE 45183000 45183000 45183000 true false true false false false Schedule F, PArt I, line (1) The book value of the filing organization's investment in the region as of 6/30/2018 was $11,391,000. 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X X X X X true true X X X true X www.umms.org/ummc X www.umms.org/ummc X www.umms.org/ummc X X X X X X true X false X X X X true X false false INPUT FROM PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY SCHEDULE H, PART V, LINE 5 THE UNIVERSITY OF MARYLAND MEDICAL CENTER DOWNTOWN CAMPUS (UMMC) UTILIZED TWO MAJOR FRAMEWORKS FOR COMPLETING ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). 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 AND MIDTOWN CAMPUSES' 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 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, MOST LOCAL 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 JOHNS HOPKINS HOSPITAL, SINAI HOSPITAL (LIFEBRIDGE), MEDSTAR HEALTH, ST. AGNES HEALTH SYSTEM, AND MERCY MEDICAL CENTER. THESE 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 MENTAL HEALTH AS A KEY CITY-WIDE PRIORITY. CHNA CONDUCTED WITH OTHER HOSPITAL FACILITIES SCHEDULE H, PART V, LINES 6A UMMC CONDUCTED ITS FY18 CHNA WITH THE UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS (MARYLAND GENERAL HOSPITAL, MGH). ADDITIONALLY, MOST BALTIMORE CITY HOSPITALS COLLABORATED TOGETHER FOR THE FIRST TIME TO GATHER PRIMARY DATA TOGETHER. SO, THE ADDITIONAL HOSPITALS WHO COLLABORATED WITH UMMC INCLUDE: UM REHABILITATION AND ORTHOPEDIC INSTITUTE, JOHNS HOPKINS HOSPITAL, ST AGNES HOSPITAL, SINAI HOSPITAL (LIFEBRIDGE), MERCY MEDICAL CENTER, AND MEDSTAR HEALTH. CHNA Conducted with Organizations Other than Hospitals Schedule H, Part V, line 6b UMMC conducted its CHNA with assistance from the University of Maryland, Baltimore (UMB) academic community and the Baltimore City Health Department. ADDRESSING NEEDS IN THE CHNA SCHEDULE H, PART V, LINE 11 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 CLINICAL 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. UMMC IDENTIFIED CORE PRIORITIES TARGET THE INTERSECTION OF THE IDENTIFIED COMMUNITY NEEDS AND THE ORGANIZATION'S KEY STRENGTHS AND MISSION. ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE SCHEDULE H, PART V, LINE 13B 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. HOSPITAL EFFORTS BEFORE INITIATING ACTION SCHEDULE H, PART V, LINE 20C IN THE CASE OF AN INCOMPLETE FAP APPLICATION, PATIENTS ARE NOT AUTOMATICALLY DENIED. A LETTER IS MAILED TO THE PATIENT REQUESTING THE MISSING DOCUMENTATION, AND FAP APPLICATIONS ARE APPROVED ONCE THE MISSING DOCUMENTATION IS PROVIDED. 1 UniversityCare Edmondson Village 4538 Edmondson Ave Baltimore MD 21229 Healthcare Clinic CRITERIA FOR FREE OR DISCOUNTED CARE SCHEDULE H, PART I, LINE 3C 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. COMMUNITY BENEFIT REPORT SCHEDULE H, PART I, LINE 6B 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. COSTING METHODOLOGY SCHEDULE H, PART I, LINE 7 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. COMMUNITY BUILDING ACTIVITIES SCHEDULE H, PART II 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) BAD DEBT EXPENSE REPORTING IN MARYLAND SCHEDULE H, PART III, LINE 2 AND 3 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. FOOTNOTE FOR BAD DEBT EXPENSE IN AUDITED FINANCIAL STATEMENTS SCHEDULE H, PART III, LINE 4 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. MEDICARE SHORTFALL SCHEDULE H, PART III, LINE 8 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. COLLECTION PRACTICES SCHEDULE H, PART III, LINE 9B 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. COMMUNITY HEALTH CARE NEEDS ASSESSMENT SCHEDULE H, PART VI, LINE 2 SINCE FISCAL YEAR 2012, THE UMMC DOWNTOWN CAMPUS HAS COMPLETED A COMPREHENSIVE CHNA EVERY THREE YEARS. TO COMPLETE THIS COMPREHENSIVE ASSESSMENT OF THE NEEDS OF THE COMMUNITY, THE ACHI'S 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 CHI TEAM INCLUDED BOTH THE DOWNTOWN AND MIDTOWN CAMPUSES AND SERVED AS THE LEAD TEAM TO CONDUCT THE CHNA WITH INPUT FROM OTHER UMMS 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 CHNA REPORT WAS APPROVED BY THE UMMC BOARD OF DIRECTORS COMMUNITY ENGAGEMENT COMMITTEE ON JUNE 4, 2018. ELIGIBILITY EDUCATION & FINANCIAL ASSISTANCE SCHEDULE H, PART VI, LINE 3 UMMS MAKES EVERY EFFORT TO MAKE FINANCIAL ASSISTANCE INFORMATION AVAILABLE TO OUR PATIENTS INCLUDING, BUT NOT LIMITED TO: -SIGNAGE IN MAIN ADMITTING AREAS AND EMERGENCY ROOMS OF THE HOSPITAL -THE ORGANIZATION'S WEBSITE -PATIENT HANDBOOK DISTRIBUTED TO ALL PATIENTS -BROCHURES EXPLAINING FINANCIAL ASSISTANCE ARE MADE AVAILABLE IN ALL PATIENT CARE AREAS -PATIENT PLAIN LANGUAGE SHEETS (AVAILABLE IN ENGLISH, AS WELL AS LANGUAGES SPOKEN BY UMMS PATIENTS WITH LIMITED ENGLISH PROFICIENCY) -APPEARING IN PRINT MEDIA THROUGH LOCAL NEWSPAPERS DESCRIPTION OF COMMUNITY SERVED SCHEDULE H, PART VI, LINE 4 DESPITE THE LARGER REGIONAL PATIENT MIX OF UMMC FROM THE METROPOLITAN AREA, STATE, AND REGION, FOR PURPOSES OF COMMUNITY BENEFITS PROGRAMMING, 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 FY17. 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 MGH 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. Promoting the Health of the Community Schedule H, Part VI, line 5 ANALYSIS OF ALL QUANTITATIVE AND QUALITATIVE DATA DESCRIBED 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/MGH 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 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: MGH 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: -1,804 BP SCREENINGS IN THE COMMUNITY -429 AA MEN IDENTIFIED WITH HTN -429 AA MEN EDUCATED WITH 29 COMPLETING THE PROGRAM -42% OF MEN DECREASED THEIR BP -42% OF MEN HAD STABLE BPS -90% OF MEN KNEW AND TOOK THEIR BP 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: -82.5% OF BABIES BORN >37 WEEKS GESTATION -82.5% OF BABIES BORN >2500 GRAMS -73.7% 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: -1,336 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. AFFILIATED HEALTH CARE SYSTEM ROLES SCHEDULE H, PART VI, LINE 6 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. UMMC 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, 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. 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. STATE FILING OF COMMUNITY BENEFIT REPORT - UMMSC SCHEDULE H, PART VI, LINE 7 AS REQUIRED BY MARYLAND STATUTE FOR ALL HOSPITALS, UMMC FILES AN ANNUAL COMMUNITY BENEFIT REPORT WITH MARYLANDS HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) BY DECEMBER 15TH EACH YEAR. true RONALD MCDONALD HOUSE - BALTIMORE 635 WEST LEXINGTON ST BALTIMORE MD 21201 521184957 501(C)(3) 77500 General Assistance UMB FOUNDATION INC 515 WEST LOMARD St BALTIMORE MD 21201 261353412 501(c)(3) 50000 General Assistance UMMS FOUNDATION 401 E PRATT ST Ste 900 BALTIMORE MD 21202 522238893 501(c)(3) 45750 Shock Trauma Gala MARYLAND MATERNITY ACCESS COALITION INC 111 S CALVERT ST BALTIMORE MD 21202 464519170 501(C)(4) 30000 General Assistance GREATER BALTIMORE COMMITTEE 111 s CALVERT ST BALTIMORE MD 21202 520645650 501(C)(4) 29000 General Assistance AMERICAN HEART ASSOCIATION 217 E REDWOOD ST BALTIMORE MD 21202 135613797 501(c)(3) 25000 General Assistance YOUTHWORKS BALTIMORE CITY FOUNDATION INC 101 WEST 24TH STREET BALTIMORE MD 21218 521212473 501(c)(3) 25000 General Assistance CAL RIPKEN SR FOUNDATION 1427 CLARKVIEW RD BALTIMORE MD 21209 522310500 501(C)(3) 15500 General Assistance DOWNTOWN MANAGEMENT AUTHORITY 20 S CHARLES ST 6TH FL BALTIMORE MD 21201 521914273 501(c)(3) 15000 General Assistance LIVING LEGACY FOUNDATION TRC 1730 TWIN SPRINGS RD BALTIMORE MD 21227 521736533 501(c)(3) 15000 General Assistance SOUTHWEST PARTNERSHIP INC 1138 HOLLINS STREET BALTIMORE MD 21223 474390017 501(C)(3) 15000 General Assistance UNITED WAY OF CENTRAL MD (THE JOURNEY HOME) 1800 WASHINGTON BLVD SUITE 340 BALTIMORE MD 21230 520591543 501(c)(3) 15000 General Assistance HEALTHCARE COUNCIL OF THE NATIONAL CAPITAL AREA 4061 POWDERMILL ROAD BELTSVILLE MD 20705 521425268 501(c)(3) 14000 General Assistance STRONG CITY OF BALTIMORE INC 3503 N CHARLES ST BALTIMORE MD 21218 520897806 501(c)(3) 12500 General Assistance UNIVERSITY OF BALTIMORE 1130 N Charles St BALTIMORE MD 21201 237036780 501(c)(3) 10069 General Assistance CHARLES REGIONAL MEDICAL CENTER FOUNDATION 6 GARRETT AVE LAPLATA MD 20646 521414564 501(C)(3) 10000 General Assistance MT WASHINGTON PEDIATRIC HOSPITAL 1708 WEST ROGERS AVE BALTIMORE MD 21209 520591483 501(C)(3) 10000 General Assistance PAUL'S PLACE INC 1118 WARD ST BALTIMORE MD 21230 521372359 501(c)(3) 10000 General Assistance BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL ST STE 1 BALTIMORE MD 21201 520629696 501(c)(3) 8750 General Assistance BELOVED COMMUNITY SERVICES CORPORATION 1219 DRUID HILL AVE BALTIMORE MD 21217 800192216 501(c)(3) 7500 General Assistance ALZHEIMERS ASSOCATION 1850 York Rd Ste D TIMONIUM MD 21093 133039601 501(c)(3) 6500 General Assistance BALTIMORE AREA COUNCIL BSA 701 WYMAN PARK DR BALTIMORE MD 21211 520591572 501(c)(3) 6000 General Assistance 21 2 PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. SCHEDULE I, PART I, LINE 2 UMMS FOLLOWS STANDARD PROCEDURES TO PERIODICALLY COMMUNICATE WITH GRANTEES TO MONITOR HOW GRANT MONEY IS UTILIZED FOR THEIR INTENDED PURPOSE. X X X X true true false false false false false true false ROBERT A CHRENCIK PRESIDENT AND CEO - UMMS 1318061 0 995265 0 276702 0 10800 0 14219 0 2615047 0 0 0 MOHANAKUMAR SUNTHARALINGAM PRESIDENT AND CEO, UMMC 1131897 0 557620 0 871176 0 10800 0 12208 0 2583701 0 673771 0 HENRY J FRANEY EVP, CFO AND TREASURER 873195 0 395891 0 233820 0 10800 0 11824 0 1525530 0 0 0 MEGAN M ARTHUR SVP, GEN COUNSEL AND SEC'TY 470269 0 174828 0 78920 0 10800 0 15440 0 750257 0 0 0 LISA C ROWEN SVP AND CNO - UMMC 462889 0 187680 0 71313 0 10800 0 11571 0 744253 0 0 0 WALTER ETTINGER SVP AND CMO - UMMS 523308 0 137333 0 1170261 0 10800 0 8058 0 1849760 0 360506 0 JON P BURNS SVP AND CIO 435154 0 160705 0 66236 0 10800 0 10520 0 683415 0 0 0 MICHAEL R JABLONOVER SVP AND CMO 458933 0 175568 0 70797 0 10800 0 16017 0 732115 0 0 0 KEITH D PERSINGER SVP AND CHIEF PERFORM. OFF. 645738 0 331027 0 95461 0 10800 0 6502 0 1089528 0 0 0 JOSEPH E HOFFMAN III EVP AND CFO - UMMC 0 425088 0 180560 0 55436 0 74961 0 21205 0 757250 0 0 JOHN W ASHWORTH III SVP NETWORK DEVELOPMENT 597242 0 128170 0 97267 0 10800 0 25714 0 859193 0 0 0 GERALD L WOLLMAN SVP CORP OPERATIONS 427816 0 159204 0 63328 0 10800 0 15472 0 676620 0 0 0 JANICE EISELE SVP DEVELOPMENT 300110 0 105039 0 263556 0 10800 0 0 0 679505 0 189886 0 RICHARD C SZUMEL PATHOLOGIST 454879 0 140000 0 27958 0 86783 0 3742 0 713362 0 0 0 MARK WASSERMAN SVP EXTERNAL AFFAIRS 331141 0 124921 0 52760 0 10800 0 11742 0 531364 0 0 0 MARK KELEMEN FORMER CHIEF MED INFO OFFICER 273916 0 95047 0 208805 0 10704 0 8379 0 596851 0 0 0 SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT SCHEDULE J, PART I, LINE 4A DURING THE FISCAL YEAR-ENDED JUNE 30, 2018, 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 AMOUNTS ARE LISTED BELOW: WALTER ETTINGER $144,055 MARK KELEMEN $175,752 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DURING THE FISCAL YEAR-ENDED JUNE 30, 2018, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE 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: ROBERT A. CHRENCIK HENRY J. FRANEY KEITH D. PERSINGER LISA C. ROWEN MEGAN M. ARTHUR JON P. BURNS MICHAEL R. JABLONOVER JOSEPH E. HOFFMAN III JOHN W. ASHWORTH GERALD L. WOLLMAN MARK KELEMEN DURING THE FISCAL YEAR-ENDED JUNE 30, 2018, CERTAIN OFFICERS 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 IS 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). WALTER ETTINGER $1,012,150. JANICE M. EISELE $262,035. MOHANAKUMAR SUNTHARALINGAM $867,174. DURING THE FISCAL YEAR ENDED JUNE 30, 2018, 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: RICHARD C. SZUMEL NON-FIXED PAYMENTS SCHEDULE J, PART I, LINE 7 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. A MHHEFA (Series 2016A) 520936091 2016-09-27 36640000 Refunding of series- 2012A-D Bonds false false false B MHHEFA (Series 2015) 520936091 574218WD1 2015-05-21 86603677 see part vi false false false C MHHEFA (Series 2007A) 520936091 574217g74 2007-09-12 96445000 see part vi false false false D MHHEFA (Series 2008D) 520936091 574217v28 2008-05-21 50000000 current refunding- 2006B-F bonds false false false A 0 0 36640000 0 0 0 125000 0 0 0 36515000 0 true false false true B 2410000 0 86603677 0 0 0 9475 0 0 0 86594202 0 false true false true C 0 0 96445000 0 0 0 784512 13877 0 0 95646611 0 false true true true D 0 0 50000000 0 0 0 283967 33758 0 0 49682275 0 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true D false false false false 0.00000 0.00000 0.00000 false false false true A false true false false false false 0 false 0 false true B false true false false true false 0 false 0 false true C false false false true true true jp morgan bankamer 27. false false 0 false true D false false false true true true jp morgan bankamer 34.6 false false 0 false true A true B true C true D true MHHEFA (SERIES 2015) Schedule K, Part I, column F Advanced refunding of Series 2006A bonds and Series 2008C (UCHS) bonds MHHEFA (SERIES 2007A) Schedule K, Part I, column F Advanced refunding of Series 2002 bonds, and Series 2001 bonds MHHEFA (SERIES 2007A) Schedule K, Part IV, line 2c The rebate computation was performed on 7/1/2017. MHHEFA (SERIES 2008D) Schedule K, Part IV, line 2c The rebate computation was performed on 7/1/2017. A MHHEFA (Series 2008E) 520936091 574217v36 2008-05-21 55000000 current refunding- 2006B-F Bonds false false false B MHHEFA (Series 2008F) 520936091 574217y66 2008-07-10 89764001 current refunding- 2006B-F bonds false false false C MHHEFA (Series 2010) 520936091 5742175e1 2010-01-07 241441656 see part vi false false false D MHHEFA (Series 2016F) 520936091 2016-10-13 54360000 see part vi false false false A 0 0 55000000 0 0 0 309350 36775 0 0 54653875 0 true false true true B 46930000 0 89764001 0 0 0 792457 0 0 0 88971544 0 true false true true C 38695000 0 241441656 3433116 0 0 2656305 0 0 130000000 105352235 0 2012 true false false true D 0 0 54360000 0 0 0 150000 0 0 0 54210000 0 true false false true A false false false false 0.00000 0.00000 0.00000 false false false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true D false false false false 0.00000 0.00000 0.00000 false false false true A false false false true true true jp morgan bankamer 34.6 false false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true MHHEFA (Series 2010) Schedule K, Part IV, Schedule K, Part I, column F Finance 2010 facility costs; and refund Series 2008G, Series 2008H and Series 2004A bonds MHHEFA (SERIES 2016F) Schedule K, Part I, column F Refuidning of Series 2011B/C (UCHS) Bonds MHHEFA (SERIES 2008E) Schedule K, Part IV, line 2c The rebate computation was performed on 7/1/2017. MHHEFA (Series 2008F) Schedule K, Part IV, Line 2c The rebate computation was performed on 7/1/2018. MHEFFA (Series 2010) Schedule K, Part IV, Line 2c The rebate computation was performed on 7/1/2014. A MHHEFA (Series 2017A) 520936091 2017-01-01 46220000 see part vi false false false B MHHEFA (Series 2017B) 520936091 574218T60 2017-02-02 152410000 see part vi false false false C MHHEFA (Series 2017D) 520936091 5742184J9 2017-12-19 146835898 see part vi false false false D MHHEFA (Series 2013A) 520936091 574218mh3 2013-03-08 265377428 see part vi false false false A 0 0 46220000 0 0 0 170000 0 0 0 46050000 0 true false false true B 0 0 152410000 0 0 157001448 1431716 0 0 0 -6023164 0 true false false true C 0 0 146835898 0 0 0 789146 0 0 0 146046752 0 false false false true D 15485000 0 265377428 0 0 0 2662975 0 0 129930000 89614452 43170000 true true false true A false false false false 0.00000 0.00000 0.00000 false false false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true D false false false false 0.00000 0.00000 0.00000 false false false true A false true false false false false 0 false 0 false true B false true false false false false 0 false 0 false true C false true false false false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true MHHEFA (SERIES 2017A) Schedule K, Part I, column F Refunding of series 2011A (UCHS) Bonds MHHEFA (SERIES 2017B) Schedule K, Part I, column F Advanced refunding of Series 1991B bonds, a portion of Series 2005 bonds, and a portion of Series 2010 bonds MHHEFA (SERIES 2017D) Schedule K, Part I, column F 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 MHHEFA (SERIES 2013A) Schedule K, Part I, column F Acquisition costs related to St. Joseph Medical Center; finance capital projects; and refund Series 1998, Series 2004B and Series 2005 bonds MHHEFA (SERIES 2013A) Schedule K, Part IV, Line 2c The rebate computation was performed on 7/1/2013. MHHEFA (SERIEs 2016E) Schedule K, Part I, Column F Refunding of series 2011B/C (UCHS) bonds A MHHEFA (series 2016B) 520936091 2016-09-27 50295000 mhhefa (series 2016b) false false false B MHHEFA (series 2016c) 520936091 2016-09-27 50345000 refunding of series 2012A-D Bonds false false false C MHHEFA (Series 2016d) 520936091 2016-09-27 75505000 refunding of series 2012a-d bonds false false false D MHHEFA (series 2016e) 520936091 2016-10-13 54370000 see part vi false false false A 0 0 50295000 0 0 0 125000 0 0 0 50170000 0 true false false true B 0 0 50345000 0 0 0 170000 0 0 0 50175000 0 true false false true C 0 0 75505000 0 0 0 300000 0 0 0 75205000 0 true false false true D 0 0 54370000 0 0 0 160000 0 0 0 54210000 0 true false false true A false false false false 0 false false false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true D false false false false 0 false false false true A false true false false false false 0 false 0 false true B false true false false false false 0 false 0 false true C false true false false false false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true Kelly Associates Insurance Group See Part V 1292323 See Part V false Dr Sarah Kleist See Part V 60894 See Part V false Schedule L, part IV, columns (b) and (d) Francis X. Kelly is a director of the filing organization. Francis X. Kelly is also an owner of Kelly & Associates Insurance Group. The filing organization pays Kelly & Associates Insurance Group commissions and administrative fees, at or below fair market value, related to employee benefits. Dr. Sarah Kleist is a family member of Kenneth Moreland, a Director of the filing organization. Dr. Sarah Kleist is paid reasonable compensation as an employee of the filing organization. MISSION STATEMENT FORM 990, PART I, LINE 1 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. FORM 990, PART III, LINE 1 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. FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B UMMS ENGAGES THE ACCOUNTING FIRM GRANT THORNTON TO PREPARE AND REVIEW 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 AND PROVIDED TO GRANT THORNTON. ONCE A DRAFT RETURN IS PREPARED, IT UNDERGOES MULTIPLE LEVELS OF REVIEW BOTH INTERNALLY BY UMMS TAX & FINANCE PERSONNEL, AND EXTERNALLY BY GRANT THORNTON, INCLUDING AT THE PARTNER LEVEL. FOLLOWING ANY NECESSARY CHANGES TO THE RETURN, A FINAL DRAFT IS REVIEWED BY EACH AFFILIATES VICE PRESIDENT OF FINANCE AND/OR CFO. PRIOR TO FILING THE IRS FORM 990, THE ORGANIZATION'S BOARD CHAIRMAN, TREASURER, AUDIT COMMITTEE CHAIRMAN, EXECUTIVE 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. CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S OFFICERS, DIRECTORS AND MEDICAL STAFF MEMBERS, AS APPLICABLE, SHALL 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. A QUESTIONNAIRE WHICH DISCLOSES POTENTIAL CONFLICTS OF INTEREST IS DISTRIBUTED ANNUALLY TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE GENERAL COUNSEL OF UMMS REVIEWS THE RESPONSES FOR UMMS AND CERTAIN OTHER AFFILIATES. THE CEO OR CFO OF EACH OF THE OTHER ENTITIES IN THE UMMS SYSTEM REVIEWS THE RESPONSES FOR THOSE ENTITIES. THE GENERAL COUNSEL, IN CONSULTATION WITH THE AUDIT COMMITTEE, IF NECESSARY, WOULD DETERMINE IF A CONFLICT OF INTEREST EXISTED. WITH RESPECT TO THE OTHER ENTITIES IN THE UMMS SYSTEM, THE GENERAL COUNSEL MAY BE CALLED FOR CONSULT. IF SO, THE GENERAL COUNSEL MAY CONSULT THE AUDIT COMMITTEE, IF NECESSARY. WHENEVER A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE NATURE OF THE CONFLICT OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED IN WRITING TO THE ORGANIZATION'S BOARD, BOARD COMMITTEE, AN OFFICER OF THE ORGANIZATION OR OTHER APPROPRIATE EXECUTIVE. SUCH INDIVIDUAL HAVING A POTENTIAL CONFLICT OF INTEREST SHALL PLAY NO ROLE ON BEHALF OF THE ORGANIZATION, OR ANY ORGANIZATION CONTROLLED OR SUBSTANTIALLY OWNED, IN ANY TRANSACTION IN WHICH A CONFLICT EXISTS. 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 BETWEEN THE BOARD MEMBERS AND THE ORGANIZATION. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINES 15A AND 15B 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. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATES OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATIONS OR AFFILIATES WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM. RECONCILIATION OF NET ASSETS FORM 990, PART XI, LINE 9 CAP REGION CONTRIBUTION $ 390,255,184 INHERENT CONTRIBUTIONS $ 41,509,616 CONTINGENT CONSIDERATION $ 35,700,000 IT ENTERPRISE $ 11,215,780 STRATEGIC PRIORITIES $ 7,100,004 CHANGE IN ECON INT FOUNDATION $ 5,601,573 CHANGE IN SWAP VALUATION $ 1,664,045 INVESTMENT IN MWPH $ 1,300,799 MPCP CAPITAL CONTRIBUTION $ 311,250 EQUITY TRANSFER $ (21,277,058) --------------- TOTAL $ 473,381,193 =============== =============== HOURS ON RELATED ENTITIES PART VII, SECTION A, COL (B) 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. 36 S Paca Street LLC 36 S Paca Street Baltimore MD 21211 562544990 Rental MD 887000 12284000 UMMSC University of Maryland Ecare LLC 250 W Pratt Street Baltimore MD 21201 461441270 Healthcare MD 3061000 1073000 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 140780000 UMMSC UMRMC LLC 250 W Pratt Street Baltimore MD 21201 521362793 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 1084000 2836000 UMMSC Baltimore Washington Emergency Phys Inc 301 Hospital Drive Glen Burnie MD 21061 521756326 Healthcare MD 501(c)(3) 12A BWHS true Baltimore Washington Healthcare Services 301 Hospital Drive Glen Burnie MD 21061 521830243 Healthcare MD 501(c)(3) 12A UMBWMS true Baltimore Washington Medical Center Inc 301 Hospital Drive Glen Burnie MD 21061 520689917 Healthcare MD 501(c)(3) 03 UMBWMS true UM Baltimore Washington Medical System 301 Hospital Drive Glen Burnie MD 21061 521830242 Healthcare MD 501(c)(3) 12A UMMSC true North Arundel Development Corporation 301 Hospital Drive Glen Burnie MD 21061 521318404 Real Estate MD 501(c)(2) NCC true North County Corporation 301 Hospital Drive Glen Burnie MD 21061 521591355 Real Estate MD 501(c)(2) UMBWMS true Chester River Health Foundation Inc 100 Brown Street Chestertown MD 21620 521338861 Fundraising MD 501(c)(3) 08 UMSRH true Univ of MD Shore Regional HealthInc 100 Brown Street Chestertown MD 21620 522046500 Healthcare MD 501(c)(3) 12A UMMSC true Chester River Hospital Center 100 Brown Street Chestertown MD 21620 520679694 Healthcare MD 501(c)(3) 03 UMSRH true Chester River Manor Inc 200 Morgnec Road Chestertown MD 21620 526070333 Healthcare MD 501(c)(3) 10 UMSRH true Maryland General Clinical Practice Group 827 Linden Avenue Baltimore MD 21201 521566211 Healthcare MD 501(c)(3) 12B UMMTH true University of Maryland Midtown Health I 827 Linden Avenue Baltimore MD 21201 521175337 Healthcare MD 501(c)(3) 12B UMMSC true Maryland General Hospital Inc 827 Linden Avenue Baltimore MD 21201 520591667 Healthcare MD 501(c)(3) 03 UMMTH true Care Health Services Inc 219 South Washington Street Easton MD 21601 521510269 Healthcare MD 501(c)(3) 10 SHS true Memorial Hospital Foundation Inc 219 South Washington Street Easton MD 21601 521282080 Fundraising MD 501(c)(3) 12A SHS true Shore Health System Inc 219 South Washington Street Easton MD 21601 520610538 Healthcare MD 501(c)(3) 03 UMSRH true University of Maryland Community Medical 22 South Greene Street Baltimore MD 21201 521874111 Healthcare MD 501(c)(3) 03 UMMSC true James Lawrence Kernan Hospital Inc 2200 Kernan Drive Baltimore MD 21207 520591639 Healthcare MD 501(c)(3) 03 UMMSC true UMMS Foundation Inc 22 South Greene Street Baltimore MD 21201 522238893 Fundraising MD 501(c)(3) 12A UMMSC true University of Maryland Charles Regional PO Box 1070 La Plata MD 20646 522155576 Healthcare MD 501(c)(3) 12C UMMSC true Civista Medical Center Inc PO Box 1070 La Plata MD 20646 520445374 Healthcare MD 501(c)(3) 03 UMCRH true Charles Regional Medical Center Foundati PO Box 1070 La Plata MD 20646 521414564 Fundraising MD 501(c)(3) 12A UMCRH true Charles Regional Medical Center Auxiliar PO Box 1070 La Plata MD 20646 521131193 Fundraising MD 501(c)(3) 12A UMCRH true Univ of MD St Joseph Foundation Inc 7601 Osler Drive Towson MD 21204 521681044 Fundraising MD 501(c)(3) 12A UMSJHS true UMSJ Health System LLC 7601 Osler Drive Towson MD 21204 462097818 Healthcare MD 501(c)(3) 03 UMMSC true Harford Memorial Hospital Inc 520 Upper Chesapeake Dr Bel Air MD 21014 520591484 Healthcare MD 501(c)(3) 03 UMUCHS true UM Upper Chesapeake Health System Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398513 Healthcare MD 501(c)(3) 12C; III-FI UMMSC true Upper Chesapeake Health Foundation Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398507 Fundraising MD 501(c)(3) 12A UMUCHS true Upper Chesapeake Medical Center Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521253920 Healthcare MD 501(c)(3) 03 UMUCHS true Upper Chesapeake Medical Services Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521501734 Healthcare MD 501(c)(3) 10 UMUCHS true Upper Chesapeake Properties Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521907237 Real Estate MD 501(c)(2) UMUCHS true Upper Ches Residential Hospice House In 520 Upper Chesapeake Dr Bel Air MD 21014 260737028 Hospice MD 501(c)(3) 07 UMUCHS true Upper ChesapeakeSt Joseph Home Care I 520 Upper Chesapeake Dr Bel Air MD 21014 521229742 Home Care MD 501(c)(3) 10 UMUCHS true Dimensions Health Corporation 3001 Hospital Drive Cheverly MD 20785 521289729 Healthcare MD 501(c)(3) 03 UMMSC true Dimensions Healthcare Associates 3001 Hospital Drive Cheverly MD 20785 521902711 Healthcare MD 501(c)(3) 12A UMCAPRH true UM Capital Region Health Inc 250 W Pratt St Ste 2400 Baltimore MD 21201 823596114 Healthcare MD 501(c)(3) 12C UMMSC true Arundel Physicians Associates LLC 301 Hospital Drive Glen Burnie MD 20161 522000762 Healthcare MD APA Inc false false Baltimore Washington Imaging LLC 301 Hospital Drive Glen Burnie MD 20161 200806027 Healthcare MD UMBWMS false false Universitycare LLC 22 South Greene Street Baltimore MD 21201 521914892 Healthcare MD UMMSC 2323800 3781800 false false 0.90000 O'Dea Medical Arts Limited Partnership 7601 Osler Drive Towson MD 21204 521682964 Rental MD SJMC Prop false false Advanced Imaging at St Joseph Medical C 7601 Osler Drive Towson MD 21204 521958002 Healthcare MD UMSJMC false false University of Maryland Charles Regional 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 Arundel Physicians Associates Inc 301 Hospital Drive Glen Burnie MD 21061 521992649 Healthcare MD BWHE C Corp true Baltimore Washington Health Enterprises 301 Hospital Drive Glen Burnie MD 21061 521936656 Healthcare MD UMBWMS C Corp true BW Professional Services Inc 301 Hospital Drive Glen Burnie MD 21061 521655640 Healthcare MD BWHE C Corp true NA Executive Building Condo Assn Inc 301 Hospital Drive Glen Burnie MD 21061 Real Estate MD NADCO C Corp true UM Charles Regional Care Partners PO Box 1070 La Plata MD 20646 522176314 Healthcare MD UMCRH C Corp true University Midtown Prof Center A Condo 827 Linden Avenue Baltimore MD 21201 521891126 Real Estate MD UMMH C Corp true University of Maryland Health Advantage 22 South Greene Street Baltimore MD 21201 461411902 Insurance MD UMMSHP C Corp true University of Maryland Health Partners 22 South Greene Street Baltimore MD 21201 452815803 Insurance MD UMMSHP C Corp true University of Maryland Medical System He 22 South Greene Street Baltimore MD 21201 452815722 Insurance MD UM Hlth Vent C Corp true Upper Chesapeake Insurance Company 520 Upper Chesapeake Dr Bel Air MD 21014 980468438 Insurance MD UMUCHS LTD true Upper Chesapeake Health Ventures Inc 520 Upper Chesapeake Dr Bel Air MD 21014 522031264 Healthcare MD UMUCHS C Corp true Upper Chesapeake Medical Center Land Con 520 Upper Chesapeake Dr Bel Air MD 21014 770674478 Real Estate MD UC Med Crt C Corp true Upper Chesapeake Medical Office Building 520 Upper Chesapeake Dr Bel Air MD 21014 521946829 Real Estate MD UC Hlth Vent C Corp true Shore Orthopedics Inc 219 S Washington Street Easton MD 21601 371817262 Healthcare MD SHS C Corp true Madison Manor Inc 5801 42nd Ave Hyattsville MD 20781 521269059 Healthcare MD UMCAPRH C Corp true Affiliated Enterprises Inc 3001 Hospital Drive Cheverly MD 20785 521542144 Healthcare MD UMCAPRH C Corp true Dimensions Assurance LTD PO Box 1363 Genesis Bldg Grand Cayman CJ 980348082 Insurance CJ UMMSC C Corp true Riverside Health of Delaware Inc 1966 Greenspring Drive Ste 600 Timonium MD 21093 463205820 Healthcare DE UMMSHP C Corp true Riverside Health of DC Inc 1966 Greenspring Drive Ste 600 Timonium MD 21093 461411713 Healthcare DC UMMSHP C Corp true false true true true false false false false false true true true true true true true true true false UMMS Foundation Inc C 5596513 FMV James Lawrence Kernan Hospital Inc M 991866 FMV Maryland General Hospital Inc M 906964 FMV UM Baltimore Washington Medical System Inc M 581978 FMV UMSJ Health System LLC M 4927594 FMV James Lawrence Kernan Hospital Inc P 12106391 FMV Maryland General Hospital Inc P 28710459 FMV UM Baltimore Washington Medical System Inc P 39528951 FMV Shore Health System Inc P 27642166 FMV Chester River Hospital Center P 4542295 FMV Civista Medical Center Inc P 12923364 FMV UMSJ Health System LLC P 37321565 FMV UM Upper Chesapeake Health System Inc P 14560543 FMV UM Community Medical Group Inc P 10072589 FMV UM Capital Region Health Inc P 5150681 FMV Shore Health System Inc Q 263734 FMV