SHORE HEALTH SYSTEM INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHORE HEALTH SYSTEM INC (EIN 52-0610538)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-11
- IRS object ID
- 201731319349300903
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T08:18:52-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520610538 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHORE HEALTH SYSTEM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOANNE HAHEY CFO | InCareOfNm |
| Business Name Control | SHOR | BusinessNameControlTxt |
| Phone | 4108221000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 South Washington Street | AddressLine1Txt |
| City | Easton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE HAHEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4108221000 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Giardini | PreparerPersonNm |
| PTIN | P00532355 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kenneth Kozel | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 South Washington St | AddressLine1Txt |
| City | Easton | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $265,010,601 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | http://umshoreregional.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1906 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | SHORE HEALTH SYSTEM IS A REGIONAL, NOT-FOR-PROFIT NETWORK OF INPATIENT AND OUTPATIENT SERVICES WITH FACILITIES IN TALBOT, DORCHESTER, CAROLINE, AND QUEEN ANNE'S COUNTIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 2251 | TotalEmployeeCnt |
| Total Volunteers | 447 | TotalVolunteersCnt |
| Total Gross UBI | $7,190,422 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$291,766 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,086,063 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,134,960 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $239,177,087 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $248,547,877 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,760,411 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,109,135 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,272,181 | PYOtherRevenueAmt |
| CY Other Revenue | $7,901,471 | CYOtherRevenueAmt |
| PY Total Revenue | $246,295,742 | PYTotalRevenueAmt |
| CY Total Revenue | $262,693,443 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $102,437,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $107,876,399 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $118,672,383 | PYOtherExpensesAmt |
| CY Other Expenses | $126,208,310 | CYOtherExpensesAmt |
| PY Total Expenses | $221,109,746 | PYTotalExpensesAmt |
| CY Total Expenses | $234,084,709 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $25,185,996 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $28,608,734 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $387,633,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $393,431,353 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $144,122,687 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,339,375 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $243,510,396 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $253,091,978 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO EXCEL IN QUALITY CARE AND PATIENT SATISFACTION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $210,235,450 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $249,520,076 | RevenueAmt |
| Desc | See schedule o | Desc |
| Total Program Service Expenses | $210,235,450 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | 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 | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 712 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2251 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE HAHEY CFO | PersonNm |
| Phone | 4108221000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 SOUTH WASHINGTON ST | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| John Dillon | ||||||||||
| Chairman | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $156,000 | $0 | |||
| Richard Loeffler | ||||||||||
| Vice Chairman | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Stuart Bounds PhD | ||||||||||
| Secretary | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Wayne L Gardner Sr | ||||||||||
| Treasurer | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Myra Butler | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Charles Capute | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Art Cecil | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Ciotola MD | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Kathy Deoudes | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Marlene Feldman | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Joyce MD | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Keith McMahan | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Myron Szczukowski | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert A Chrencik | ||||||||||
| Director | 1.0 | 49.0 | Yes (X) | $0 | $2,562,797 | $23,637 | ||||
| John W Ashworth III | ||||||||||
| Director | 1.0 | 49.0 | Yes (X) | $0 | $780,732 | $23,637 | ||||
| Kenneth Kozel | ||||||||||
| President/CEO | 20.0 | 20.0 | Yes (X) | Yes (X) | $576,656 | $0 | $86,496 | |||
| Deborah Davis MD | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Wayne Howard | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| David Milligan | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| William Noll | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Geoff Oxnam | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Martha Russell | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| C Daniel Saunders Esq | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Thomas Stauch MD | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Swam | ||||||||||
| Director | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | ||||
| JoAnne R Hahey | ||||||||||
| CFO/SVP Finance | 20.0 | 20.0 | Yes (X) | $387,553 | $0 | $58,501 | ||||
| William Huffner | ||||||||||
| CMO | 50.0 | 0.0 | $535,282 | $0 | $77,550 | Yes (X) | ||||
| Christopher J Parker | ||||||||||
| SVP Pt Care/CNO | 20.0 | 20.0 | $376,985 | $0 | $22,522 | Yes (X) | ||||
| Robert Frank | ||||||||||
| COO | 40.0 | 0.0 | $322,691 | $0 | $55,176 | Yes (X) | ||||
| Walter J Zajac | ||||||||||
| FMR. VP Finance, End 11/28/15 | 40.0 | 0.0 | $266,173 | $0 | $19,694 | Yes (X) | ||||
| Patti K Willis | ||||||||||
| VP External Relations | 40.0 | 0.0 | $283,768 | $0 | $19,882 | Yes (X) | ||||
| Susan Siford | ||||||||||
| Director Pharmacy | 40.0 | 0.0 | $173,986 | $0 | $18,128 | Yes (X) | ||||
| Francis G Lee | ||||||||||
| VP Philanthropy | 1.0 | 39.0 | $206,401 | $0 | $34,220 | Yes (X) | ||||
| John Sawyer | ||||||||||
| Sr. Medical Pharmacist | 40.0 | 0.0 | $193,796 | $0 | $15,199 | Yes (X) | ||||
| Mary Jo Keefe | ||||||||||
| Director RN Clinical | 40.0 | 0.0 | $158,262 | $0 | $21,053 | Yes (X) | ||||
| Gerald M Walsh | ||||||||||
| FORMER COO | 0.0 | 0.0 | $104,141 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,585,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,499,529 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $475,695 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 92 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MD Emergency Medicine Network | |||||
| 110 S Paca St 6th Fl Ste 200 | BALTIMORE | MD | 21201 | Physician SERVICES | $3,373,999 |
| Willow Construction LLC | |||||
| 400 Maryland Avenue | EASTON | MD | 21601 | Construction Svcs. | $2,524,753 |
| GE Healthcare | |||||
| PO Box 96483 | CHICAGO | IL | 60693 | Construction Svcs. | $2,169,500 |
| MD Inpatient Care Specialists | |||||
| 6934 Aviation Blvd Ste A | GLEN BURNIE | MD | 21061 | Physician Services | $1,476,300 |
| ROI Eligibility Svcs Corp | |||||
| 1920 Greenspring Dr Ste 200 | TIMONIUM | MD | 21093 | Collection Recovery | $1,416,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 51 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $999,302 | RelatedOrganizationsAmt |
| Government Grants | $1,118,089 | GovernmentGrantsAmt |
| All Other Contributions | $17,569 | AllOtherContributionsAmt |
| Total Contributions | $2,134,960 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENUE | Desc |
| Business | 621500 | BusinessCd |
| Total Revenue Column | $248,547,877 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $241,357,455 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,190,422 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $248,547,877 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,343,810 | TotalRevenueColumnAmt |
| Exclusion | $1,343,810 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $894,780 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,155,930 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$261,150 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$261,150 | TotalRevenueColumnAmt |
| Exclusion | -$261,150 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,543,491 | SecuritiesAmt |
| Other | $1,383,062 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,161,228 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,543,491 | SecuritiesAmt |
| Other | $221,834 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,765,325 | TotalRevenueColumnAmt |
| Exclusion | $2,765,325 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SHORE REG. HEALTH SHARED SVC. | 900099 | $7,151,812 | $7,151,812 |
| JOINT VENTURE REVENUE | 523000 | -$177,806 | -$177,806 |
| CAFETERIA SALES | 722514 | $686,266 | $686,266 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $502,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $502,349 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,162,621 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $262,693,443 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $249,520,076 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,190,422 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,847,985 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,199,167 | TotalAmt |
| Program Services | $912,267 | ProgramServicesAmt |
| Management And General | $1,286,900 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,637,595 | TotalAmt |
| Program Services | $71,024,708 | ProgramServicesAmt |
| Management And General | $10,612,887 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,300,834 | TotalAmt |
| Program Services | $3,741,726 | ProgramServicesAmt |
| Management And General | $559,108 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,602,102 | TotalAmt |
| Program Services | $11,833,829 | ProgramServicesAmt |
| Management And General | $1,768,273 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,136,701 | TotalAmt |
| Program Services | $5,338,930 | ProgramServicesAmt |
| Management And General | $797,771 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,026 | TotalAmt |
| Management And General | $366,026 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,921 | TotalAmt |
| Management And General | $92,921 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,863 | TotalAmt |
| Management And General | $15,863 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,463,981 | TotalAmt |
| Program Services | $40,046,946 | ProgramServicesAmt |
| Management And General | $3,417,035 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,176 | TotalAmt |
| Program Services | $78,453 | ProgramServicesAmt |
| Management And General | $11,723 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,984,710 | TotalAmt |
| Program Services | $1,726,698 | ProgramServicesAmt |
| Management And General | $258,012 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,684 | TotalAmt |
| Program Services | $231,145 | ProgramServicesAmt |
| Management And General | $34,539 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,639,925 | TotalAmt |
| Program Services | $3,166,735 | ProgramServicesAmt |
| Management And General | $473,190 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,612 | TotalAmt |
| Program Services | $232,822 | ProgramServicesAmt |
| Management And General | $34,790 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,088,547 | TotalAmt |
| Program Services | $3,557,036 | ProgramServicesAmt |
| Management And General | $531,511 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,883,655 | TotalAmt |
| Program Services | $13,818,780 | ProgramServicesAmt |
| Management And General | $2,064,875 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,580,130 | TotalAmt |
| Program Services | $2,335,912 | ProgramServicesAmt |
| Management And General | $244,218 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $31,919,941 | $31,919,941 | |
| BAD DEBT | $10,026,089 | $10,026,089 | |
| REPAIRS & MAINTENANCE | $7,570,579 | $6,586,404 | $984,175 |
| EXPENDITURES FOR FUND PURPOSES | $1,679,859 | $1,679,859 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,272,612 | TotalAmt |
| Program Services | $1,977,170 | ProgramServicesAmt |
| Management And General | $295,442 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,084,709 | TotalAmt |
| Program Services | $210,235,450 | ProgramServicesAmt |
| Management And General | $23,849,259 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,351,287 | BOYAmt |
| EOY | $14,618,669 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,556,956 | BOYAmt |
| EOY | $12,830,539 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,202,200 | BOYAmt |
| EOY | $4,076,504 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,849 | BOYAmt |
| EOY | $1,428,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $346,571,042 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $201,333,630 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,889,798 | BOYAmt |
| EOY | $145,237,412 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,928,598 | BOYAmt |
| EOY | $43,878,435 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,207,000 | BOYAmt |
| EOY | $48,434,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,551,395 | BOYAmt |
| EOY | $122,927,241 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,633,083 | BOYAmt |
| EOY | $393,431,353 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,649,572 | BOYAmt |
| EOY | $32,677,811 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,603 | BOYAmt |
| EOY | $3,035 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,794,508 | BOYAmt |
| EOY | $9,217,063 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,676,004 | BOYAmt |
| EOY | $98,441,466 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,122,687 | BOYAmt |
| EOY | $140,339,375 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,298,044 | BOYAmt |
| EOY | $216,600,195 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,951,397 | BOYAmt |
| EOY | $22,282,700 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,260,955 | BOYAmt |
| EOY | $14,209,083 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,510,396 | BOYAmt |
| EOY | $253,091,978 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,633,083 | BOYAmt |
| EOY | $393,431,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $28,608,734 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,553,715 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,473,437 | 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 | false | FederalGrantAuditRequiredInd |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $15,863 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $15,863 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other Activities | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATION DOES NOT ENGAGE IN ANY DIRECT LOBBYING ACTIVITIES. 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 6.15% AND 22.12% 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,404,542 | BeginningYearBalanceAmt |
| End Year Balance | $2,404,542 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,226,603 | OtherCostOrOtherBasisAmt |
| Book Value | $15,226,603 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,182,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,718,936 | DepreciationAmt |
| Book Value | $77,463,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,218,026 | OtherCostOrOtherBasisAmt |
| Depreciation | $129,917,560 | DepreciationAmt |
| Book Value | $52,300,466 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,943,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,697,134 | DepreciationAmt |
| Book Value | $246,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $145,237,412 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $48,434,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,434,000 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS OF RELATED ORGANIZATION | $78,089,805 |
| ASSETS WHOSE USE IS LIMITED | $27,520,119 |
| OTHER RECEIVABLES | $6,296,096 |
| MALPRACTICE REINSURANCE | $5,763,326 |
| OTHER ASSETS | $4,630,912 |
| MARKET INVESTMENT RESTRICTED | $626,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $122,927,241 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO UMMS | $77,790,450 |
| OTHER LIABILITIES | $14,704,930 |
| ADVANCES FROM 3RD PARTY PAYORS | $5,946,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,441,466 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Intended Uses of Endowment Funds | Schedule D, Part V, Line 4 ENDOWMENT FUNDS ARE USED TO SUPPORT THE HEALTHCARE MISSION OF SHORE HEALTH SYSTEM. INVESTMENT EARNINGS ON THE ENDOWMENT FUND ARE TRANSFERED TO RESTRICTED AND UNRESTRICTED FUNDS IN SUPPORT OF THE ORGANIZATION'S TAX EXEMPT MISSION. |
| Liability for Uncertain Tax Position (ASC 740) | Schedule D, Part X, Line 2 THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT SHOULD BE RECOGNIZED. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $1,414,100 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,414,100 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,414,100 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,414,100 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00650 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $860,184 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,660 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $855,524 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00380 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,909,100 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,909,100 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00880 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,694,276 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $13,694,276 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06110 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $544,193 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $544,193 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00250 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,007,753 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,660 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,003,093 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07620 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,421,853 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $4,660 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,417,193 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08270 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,793 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $10,793 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,627 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $34,627 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $694,172 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $694,172 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00320 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,201 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,201 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $741,793 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $741,793 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00340 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,832,659 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $111,352,214 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $113,080,566 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$1,728,352 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE MEMORIAL HOSPITAL AT EASTON | ||||||||||
| 1 | 219 S WASHINGTON STREET | EASTON | MD | 21601 | www.umshoreregional.org | 20-003 | Yes (X) | Yes (X) | Yes (X) | 1 |
| DORCHESTER GENERAL HOSPITAL | ||||||||||
| 2 | 300 BYRN STREET | CAMBRIDGE | MD | 21613 | www.umshoreregional.org | 09-002 | Yes (X) | Yes (X) | Yes (X) | 2 |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Income Level CriteriaIncomeLevelCriteriaInd | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Other CriteriaOtherCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Provided Nonprofit ContactProvidedNonprofitContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | FAP Notice DisplayedFAPNoticeDisplayedInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Community Health NeedsCommunityHealthNeedsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE MEMORIAL HOSPITAL AT EASTON | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | WWW.UMSHOREREGIONAL.ORG | Yes (X) | Yes (true) | 15 | Yes (true) | WWW.UMSHOREREGIONAL.ORG | false | Yes (true) | Yes (X) | 200. | 500. | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | www.umshoreregional.org | Yes (X) | www.umshoreregional.org | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | |
| DORCHESTER GENERAL HOSPITAL | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | WWW.UMSHOREREGIONAL.ORG | Yes (X) | Yes (true) | 15 | Yes (true) | WWW.UMSHOREREGIONAL.ORG | false | Yes (true) | Yes (X) | 200. | 500. | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | www.umshoreregional.org | Yes (X) | www.umshoreregional.org | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | Yes (X) |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| THE MEMORIAL HOSPITAL AT EASTON | Schedule H, Part V, Section B Line 5 - Shore Regional Health (SRH) conducted a Community Health Needs Assessment (CHNA) for the five counties of Marylands Mid-Shore: Talbot, Caroline, Queen Annes, Dorchester, and Kent. The Community Health Needs Assessment was completed on May 12, 2015, on which date it was approved by the Board of Directors and implemented. The health needs of our community were identified through a process which included collecting and analyzing primary and secondary data. In particular, the CHNA includes primary data from Talbot, Caroline, Dorchester, Kent, Queen Annes Health Departments and the community at large. Additionally, Shore Regional Health is a participating member of the Mid-Shore SHIP coalition, where we are partnering with other community stakeholders invested in improving the communitys overall health. Members of the Mid-Shore SHIP coalition include community leaders, county government representatives, local non-profit organizations, local health providers, and members of the business community. Feedback includes data collected from surveys, advisory groups and from our community outreach and education sessions. Shore Regional Health participates on the University of Maryland Medical System (UMMS) System community Health Improvement Committee to study demographics, assess community health disparities, inventory resources and establish community benefit goals for both Shore Regional Health System and UMMS. Shore Regional Health consulted with community partners and organizations to discuss community needs related to health improvement and access to care. The following list of partner agencies meets on a quarterly basis as members of the Mid-Shore SHIP coalition (below is membership roster, representative varies depending upon topic/agenda and availability): - Choptank Community Health Systems, Dr. Jonathan Moss, CMO - Caroline County Minority Outreach Technical Assistance, Janet Fountain, Program Manager - Talbot County Local Management Board Donna Hacker, Executive Director - Partnership for Drug Free Dorchester, Donald Hall, Program Director - Caroline County Community Representative, Margaret Jopp, Family Nurse Practitioner - Eastern Shore Area Health Education Center, Jake Frego, Executive Director - Kent County Minority Outreach Technical Assistance, Dora Best, Program Coordinator - YMCA of the Chesapeake, Deanna Harrell, Executive Director - University of MD Extension, Aly Valentine, Executive Director - Kent County Local Management Board, Hope Clark, Executive Director - Kent County Department of Juvenile Services, William Clark, Director - Coalition Against Tobacco Use, Carolyn Brooks, Member - Mt. Olive AME Church, Rev. Mary Walker - Mid- Shore Mental Health Systems, Holly Ireland LCSW-C, Executive Director - Associated Black Charities, Ashyria Dotson, Program Director - Queen Anne County Housing and Family Services, Mike Clark, Executive Director - Queen Anne County Health Department, Joseph Ciotola MD - Dorchester County Health Department, Roger L. Harrell, Health Officer - Talbot County Health Department, Fredia Wadley MD, Health Officer - Caroline County Health Department, Dr. Leland Spencer, House Officer - SRH, Kathleen McGrath, Regional Director of Outreach - SRH, William Roth, Regional Director - Care Transitions Shore Regional Health hosted a series of community listening forums in Caroline, Dorchester, Kent, Queen Anne's and Talbot counties to gather community input. In addition, Shore Regional Health meets quarterly with members of the local health departments and community leaders, including: - Choptank Community Health System: Joseph Sheehan, CEO, Jonathan Moss, CMO Health Departments Health Officers: - Leland Spencer, M.D. Kent County and Caroline County - Roger L. Harrell, MHA, Dorchester County Health Department - Joseph Ciotola MD -DHMH Queen Annes County - Fredia Wadley MD, Talbot County Health Department - Mid Shore Mental Health Systems, Holly Ireland, Executive Director - Eastern Shore Hospital Center: Randy Bradford, CEO In addition, the following agencies/organizations are referenced in gathering information and data. - Maryland Department of Health and Mental Hygiene - Maryland Department of Planning - Maryland Vital Statistics Administration - HealthStream, Inc. - County Health Rankings - Mid Shore Comprehensive Economic Development Strategy CEDS CHNA Conducted with Other Hospitals Schedule H, Part V, Line 6a Shore Regional Health (SRH) conducted a Community Health Needs Assessment (CHNA) for the UM SRH network which serves the Mid-Shore region - University of Maryland Shore Medical Center at Chestertown (SMC at Chestertown), the University of Maryland Shore Medical Center at Dorchester (SMC at Dorchester), and the University of Maryland Shore Medical Center at Easton (SMC at Easton). Line 6b- Shore Regional Health (SRH) Community Health Needs Assessment was not conducted with one or more organizations. Line 11 - All primary health needs are being addressed to the extent that available resources and clinical expertise allow. The community benefits plan is able to adequately address heart disease, cancer, diabetes, hypertension, high cholesterol, issues associated with aging population. Nutrition, weight management/obesity is addressed through educational classes and/or seminars. Tobacco use/smoking and alcohol/binge drinking/underage drinking are being addressed by other county agencies and organizations and through partnerships, including the County Health Departments. Shore Regional Health hospitals do not possess the resources and expertise required for environmental health concerns and issues. Mental Health is being addressed through the Mid-shore Mental Health Systems, Inc., which is a private, not-for-profit organization serving the five mid-shore counties: Caroline Dorchester, Kent, Queen Annes and Talbot. Several additional topic areas were identified by the Community Health Planning Council including: safe housing, transportation, and substance abuse. The unmet needs not addressed by UMC at Eaton, UMC at Dorchester, UMC at Chestertown will continue to be addressed by key governmental agencies and existing community- based organizations. While Shore Regional Health hospitals will focus the majority of our efforts on the identified priorities outlined in the CHNA Action Plan, we will review the complete set of needs identified in the CHNA for future collaboration and work. These areas, while still important to the health of the community, will be met through other health care organizations with our assistance as available. Line 13 - THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN COMPLIANCE WITH THE NEW IRC SECTION 501(R) REGULATIONS UMMS has UPDATed THEIR FINANCIAL ASSISTANCE POLICY TO ENSURE ITS COMPLIANCE WITH IRS REGULATIONS. Line 22d - ALL PATIENTS ARE CHARGED STATE REGULATED RATES, REGARDLESS OF THEIR ABILITY TO PAY. Line 24 - THE STATE OF MARYLAND IS A UNIQUE STATE IN REGARD TO THE PROVISION OF HEALTH CARE SERVICES AND THEIR RELATED CHARGES BY HOSPITALS. ALL HOSPITAL CHARGES PROCESSED TO ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, ARE SET THROUGH MARYLAND'S HEALTH SERVICES COST COMMISSION. ACCORDINGLY, ALL HOSPITAL CHARGES ARE NOT GROSS CHARGES AS DEFINED BY THE IRS UNDER INTERNAL REVENUE CODE SECTION 501(R)(5)(B) |
| DORCHESTER GENERAL HOSPITAL | Schedule H, Part V, Section B Line 5 - Shore Regional Health (SRH) conducted a Community Health Needs Assessment (CHNA) for the five counties of Marylands Mid-Shore: Talbot, Caroline, Queen Annes, Dorchester, and Kent. The Community Health Needs Assessment was completed on May 12, 2015, on which date it was approved by the Board of Directors and implemented. The health needs of our community were identified through a process which included collecting and analyzing primary and secondary data. In particular, the CHNA includes primary data from Talbot, Caroline, Dorchester, Kent, Queen Annes Health Departments and the community at large. Additionally, Shore Regional Health is a participating member of the Mid-Shore SHIP coalition, where we are partnering with other community stakeholders invested in improving the communitys overall health. Members of the Mid-Shore SHIP coalition include community leaders, county government representatives, local non-profit organizations, local health providers, and members of the business community. Feedback includes data collected from surveys, advisory groups and from our community outreach and education sessions. Shore Regional Health participates on the University of Maryland Medical System (UMMS) System community Health Improvement Committee to study demographics, assess community health disparities, inventory resources and establish community benefit goals for both Shore Regional Health System and UMMS. Shore Regional Health consulted with community partners and organizations to discuss community needs related to health improvement and access to care. The following list of partner agencies meets on a quarterly basis as members of the Mid-Shore SHIP coalition (below is membership roster, representative varies depending upon topic/agenda and availability): - Choptank Community Health Systems, Dr. Jonathan Moss, CMO - Caroline County Minority Outreach Technical Assistance, Janet Fountain, Program Manager - Talbot County Local Management Board Donna Hacker, Executive Director - Partnership for Drug Free Dorchester, Donald Hall, Program Director - Caroline County Community Representative, Margaret Jopp, Family Nurse Practitioner - Eastern Shore Area Health Education Center, Jake Frego, Executive Director - Kent County Minority Outreach Technical Assistance, Dora Best, Program Coordinator - YMCA of the Chesapeake, Deanna Harrell, Executive Director - University of MD Extension, Aly Valentine, Executive Director - Kent County Local Management Board, Hope Clark, Executive Director - Kent County Department of Juvenile Services, William Clark, Director - Coalition Against Tobacco Use, Carolyn Brooks, Member - Mt. Olive AME Church, Rev. Mary Walker - Mid- Shore Mental Health Systems, Holly Ireland LCSW-C, Executive Director - Associated Black Charities, Ashyria Dotson, Program Director - Queen Anne County Housing and Family Services, Mike Clark, Executive Director - Queen Anne County Health Department, Joseph Ciotola MD - Dorchester County Health Department, Roger L. Harrell, Health Officer - Talbot County Health Department, Fredia Wadley MD, Health Officer - Caroline County Health Department, Dr. Leland Spencer, House Officer - SRH, Kathleen McGrath, Regional Director of Outreach - SRH, William Roth, Regional Director - Care Transitions Shore Regional Health hosted a series of community listening forums in Caroline, Dorchester, Kent, Queen Anne's and Talbot counties to gather community input. In addition, Shore Regional Health meets quarterly with members of the local health departments and community leaders, including: - Choptank Community Health System: Joseph Sheehan, CEO, Jonathan Moss, CMO Health Departments Health Officers: -Leland Spencer, M.D. Kent County and Caroline County -Roger L. Harrell, MHA, Dorchester County Health Department -Joseph Ciotola MD -DHMH Queen Annes County -Fredia Wadley MD, Talbot County Health Department -Mid Shore Mental Health Systems, Holly Ireland, Executive Director -Eastern Shore Hospital Center: Randy Bradford, CEO In addition, the following agencies/organizations are referenced in gathering information and data. -Maryland Department of Health and Mental Hygiene -Maryland Department of Planning -Maryland Vital Statistics Administration -HealthStream, Inc. -County Health Rankings -Mid Shore Comprehensive Economic Development Strategy CEDS CHNA Conducted with Other Hospitals Schedule H, Part V, Line 6a Shore Regional Health (SRH) conducted a Community Health Needs Assessment (CHNA) for the UM SRH network which serves the Mid-Shore region - University of Maryland Shore Medical Center at Chestertown (SMC at Chestertown), the University of Maryland Shore Medical Center at Dorchester (SMC at Dorchester), and the University of Maryland Shore Medical Center at Easton (SMC at Easton). Line 6b - Shore Regional Health (SRH) Community Health Needs Assessment was not conducted with one or more organizations. Line 11 - All primary health needs are being addressed to the extent that available resources and clinical expertise allow. The community benefits plan is able to adequately address heart disease, cancer, diabetes, hypertension, high cholesterol, issues associated with aging population. Nutrition, weight management/obesity is addressed through educational classes and/or seminars. Tobacco use/smoking and alcohol/binge drinking/underage drinking are being addressed by other county agencies and organizations and through partnerships, including the County Health Departments. Shore Regional Health hospitals do not possess the resources and expertise required for environmental health concerns and issues. Mental Health is being addressed through the Mid-shore Mental Health Systems, Inc., which is a private, not-for-profit organization serving the five mid-shore counties: Caroline Dorchester, Kent, Queen Annes and Talbot. Several additional topic areas were identified by the Community Health Planning Council including: safe housing, transportation, and substance abuse. The unmet needs not addressed by UMC at Eaton, UMC at Dorchester, UMC at Chestertown will continue to be addressed by key governmental agencies and existing community- based organizations. While Shore Regional Health hospitals will focus the majority of our efforts on the identified priorities outlined in the CHNA Action Plan, we will review the complete set of needs identified in the CHNA for future collaboration and work. These areas, while still important to the health of the community, will be met through other health care organizations with our assistance as available. Line 13 - THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN COMPLIANCE WITH THE NEW IRC SECTION 501(R) REGULATIONS UMMS has UPDATed THEIR FINANCIAL ASSISTANCE POLICY TO ENSURE ITS COMPLIANCE WITH IRS REGULATIONS. Line 22d - ALL PATIENTS ARE CHARGED STATE REGULATED RATES, REGARDLESS OF THEIR ABILITY TO PAY. Line 24 - THE STATE OF MARYLAND IS A UNIQUE STATE IN REGARD TO THE PROVISION OF HEALTH CARE SERVICES AND THEIR RELATED CHARGES BY HOSPITALS. ALL HOSPITAL CHARGES PROCESSED TO ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, ARE SET THROUGH MARYLAND'S HEALTH SERVICES COST COMMISSION. ACCORDINGLY, ALL HOSPITAL CHARGES ARE NOT GROSS CHARGES AS DEFINED BY THE IRS UNDER INTERNAL REVENUE CODE SECTION 501(R)(5)(B) IRS UNDER INTERNAL REVENUE CODE SECTION 501(R)(5)(B) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 11 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| Requard Cancer Center | ||||
| 509 Idlewild Avenue | Easton | MD | 21601 | Oncology Services |
| Digestive Disease Center | ||||
| 5111 Idlewild Avenue | Easton | MD | 21601 | Digestive Health |
| Diagnostic Center | ||||
| 10 Martin Court | Easton | MD | 21601 | Diagnostic & Rehab |
| Shore Health System Surgery Center | ||||
| 6 Caulk Lane | Easton | MD | 21601 | Ambulatory Surgery |
| Centreville Diagnostic Center | ||||
| 2540 Centerville Road | Centreville | MD | 21617 | Diagnostic |
| Sunburst Center | ||||
| Route 50 | Cambridge | MD | 21613 | Rehab Services |
| Integrative Medicine | ||||
| 607 Dutchmans Lane | Easton | MD | 21601 | Alternative Medicine |
| Shoreworks | ||||
| Bryn Street | Cambridge | MD | 21658 | Employer Health |
| Queen Anne Emergency Center | ||||
| 115 Shoreway Drive | Queenstown | MD | 21658 | 24-Hour ER |
| Denton Diagnostic Center | ||||
| 920 Market Street | Denton | MD | 21601 | Diagnostic & Rehab |
| The Shore Medical Pavilion | ||||
| 125 Shoreway Drive | Queenstown | MD | 21658 | Diagnostic & Rehab |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Criteria for Free or Discounted Care | Schedule H, Part I, Line 3c University of Maryland Medical Center 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. It is the policy of the UMMS Entities to provide Financial Assistance based on indigence or high medical expenses for patients who meet specified financial criteria and request such assistance. The Financial Clearance Program Policy is a clear, comprehensive policy established to assess the needs of particular patients that have indicated a possible financial hardship in obtaining aid when it is beyond their financial ability to pay for services rendered. UMMC 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 -UMMC website -Patient Handbook distributed to all patients -Brochures explaining financial assistance are made available in all patient care areas -Patient Plain Language Sheets Newly revised in June 2016, This handout was revised and is at the 5th grade reading level (available in English, Spanish, French, & Chinese based on top languages spoken by UMMC patients) -Appearing in print media through local newspapers |
| Related Organization Report | Schedule H, Part I, Line 6a SHORE HEALTH SYSTEM, IS AN AFFILIATE OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM. THE COMMUNITY BENEFIT REPORT IS PREPARED SEPARATELY. |
| Cost Attributable to a Physical Clinic | Schedule H, Part I, Line 7g SUBSIDIZED COSTS ARE NOT ATTRIBUTED TO A PHYSICIAN CLINIC, BUT ANESTHESIA AND EMERGENCY HOSPITAL SERVICES. |
| Costing Methodology | Part I, Line 7A, column (D) 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. Part I, LINE 7B, COLUMNS (C) THROUGH (F) 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. Part I, LINE 7F COLUMN (C) and (D) 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. 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 Building Activities | Part II Shore Regional Healths organizations mission and vision statements set the framework for the community benefit program. As University of Maryland Shore Regional Health expands the regional health care network, we have explored and renewed our mission, vision and values to reflect a changing health care environment and our communities needs. With input from physicians, team members, patients, health officers, community leaders, volunteers and other stakeholders, the Board of UM Shore Regional Health has adopted a five-year Strategic Plan. The Strategic Plan supports our Mission, Creating Healthier Communities Together, and our Vision, to be the regions leader in patient centered health care. Our goal is to provide quality health care services that are comprehensive, accessible, and convenient, and that address the needs of our patients, their families and our wider communities. |
| METHODOLOGY USED BY THE ORGANIZATION TO ESTIMATE BAD DEBT EXPENSE | SCHEDULE H, PART III, LINES 2 AND 4 In Maryland, 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, Marylands 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 BAD DEBT EXPENSE FOOTNOTE ON AUDITED FINANCIAL STATEMENTS Schedule H, Part III, Line 4 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 third-party payor has not yet paid or for payors who are known to be having financial difficulties that make the realization of the amounts due unlikely. For receivables associated with self-pay patients or balances remaining after third-party coverage has 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 off against the allowance for Bad Debts. the discounted rates and the amounts collected after all reasonable collection efforts have been exhausted is charged off against the allowance for Bad Debts. |
| Medicare Cost Report | Schedule H, Part III, Line 8 ALLOWABLE COSTS ARE ESTIMATED RATIO OF COST TO CHARGE APPLIED TO GROSS CHARGES. |
| Collection Practices | Schedule H, Part III, Line 9b IT IS THE POLICY OF SHORE HEALTH SYSTEM TO WORK WITH OUR PATIENTS TO IDENTIFY AVAILABLE RESOURCES TO PAY FOR THEIR CARE. ALL PATIENTS PRESENTING AS SELF PAY AND REQUESTING CHARITY RELIEF FROM THEIR BILL WILL BE SCREENED AT ALL POINTS OF ENTRY, FOR POSSIBLE COVERAGE THROUGH STATE PROGRAMS AND A PROBABLE DETERMINATION FOR COVERAGE FOR EITHER MEDICAL ASSISTANCE OR FINANCIAL ASSISTANCE (CHARITY CARE) FROM THE HOSPITAL IS IMMEDIATELY GIVEN TO THE PATIENT. THE PROCESS IS RESOURCE INTENSIVE AND TIME CONSUMING FOR PATIENTS AND THE HOSPITAL; HOWEVER, IF PATIENTS QUALIFY FOR ONE OF THESE PROGRAMS, THEN THEY WILL HAVE HEALTH BENEFITS THAT THEY WILL CARRY WITH THEM BEYOND THEIR CURRENT HOSPITAL BILLS, AND ALLOW THEM TO ACCESS PREVENTIVE CARE SERVICES AS WELL. SHORE HEALTH SYSTEM WORKS WITH A BUSINESS PARTNER WHO WILL WORK WITH OUR PATIENTS TO ASSIST THEM WITH THE STATE ASSISTANCE PROGRAMS, WHICH IS FREE TO OUR PATIENTS. IF A PATIENT DOES NOT QUALIFY FOR MEDICAID OR ANOTHER PROGRAM, SHORE HEALTH SYSTEM OFFERS OUR FINANCIAL ASSISTANCE PROGRAM. SHORE HEALTH SYSTEM POSTS NOTICES OF OUR POLICY IN CONSPICUOUS PLACES THROUGHOUT THE HOSPITALS, HAS INFORMATION WITHIN OUR HOSPITAL BILLING BROCHURE, EDUCATES ALL NEW EMPLOYEES THOROUGHLY ON THE PROCESS DURING ORIENTATION, AND DOES A YEARLY RE-EDUCATION TO ALL EXISTING STAFF. ALL STAFF HAVE COPIES OF THE FINANCIAL ASSISTANCE APPLICATION, BOTH IN ENGLISH AND SPANISH, TO SUPPLY TO PATIENTS WHO WE DEEM, AFTER SCREENING, TO HAVE A NEED FOR ASSISTANCE. SHORE HEALTH SYSTEM HAS A DEDICATED FINANCIAL ASSISTANCE LIAISON TO WORK WITH OUR PATIENTS TO ASSIST THEM WITH THIS PROCESS AND EXPEDITE THE DECISION PROCESS. UMMC 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 -UMMC website -patient handbook distributed to all patients -brochures explaining financial assistance are made available in all patient care areas -patient plain language sheets - newly revised in June 2016, this handout was revised and is at the 5th grade reading level (available in English, Spanish, French & chinese based on top languages spoken by UMMC patients) -appearing in print media through local newspapers |
| Community Health Care Needs Assessment | Schedule H, Part VI, Line 2 Shore Regional Health has a process to assess the health care needs in the community through establishment of the Community Health Planning Council. The UM SRH Community Health Planning Council serves as the lead team to conduct the Community Health Needs Assessment (CHNA) with input from The University of Maryland Medical System (UMMS) Community Health Improvement Committee, community leaders, the public, health experts, and the 5 health departments that serve the Mid-Shore. The UM SRH Community Health Planning Council adopted the 6-step comprehensive assessment process developed by the Association for Community Health Improvement (ACHI). The assessment process: -Develop a comprehensive profile of health status, quality of care and care management indicators for residents of the Mid-Shore area overall and by county. -Identify a set of priority health needs (public health and health care) for follow-up. -Provide recommendations on strategies that can be undertaken by health providers, public health, communities, policy makers and others to follow up on the information provided, so as to improve the health status of Mid-Shore residents. -Provide access to the data and assistance to stakeholders who are interested in using it. The Community Health Planning Council recommended and developed policies, programs and services that carry out the mission of University of Maryland Shore Regional Health to enhance the health of local communities. The council reports through and provides regular updates to senior leadership and the Board Strategic Planning Committee. Ultimately the Community Health Planning Council determines the community benefit activities to be delivered by Shore Regional Health to the community based on best use of resources and areas of expertise. |
| Eligibility Education | Schedule H, Part VI, Line 3 It is the policy of UM Shore Regional Health to work with our patients to identify available resources to pay for their care. All patients presenting as self pay and requesting charity relief from their bill will be screened at all points of entry, for possible coverage through state programs and a probable determination for coverage for either Medical Assistance or Financial Assistance (charity care) from the hospital is immediately given to the patient. The process is resource intensive and time consuming for patients and the hospital; however, if patients qualify for one of these programs, then they will have health benefits that they will carry with them beyond their current hospital bills, and allow them to access preventive care services as well. UM Shore Regional Health works with a business partner who will work with our patients to assist them with the state assistance programs, which is free to our patients. If a patient does not qualify for Medicaid or another program, UM Shore Regional Health offers our financial assistance program. UM Shore Regional Health posts notices of our policy in conspicuous places throughout the hospitals- including the emergency department, has information within our hospital billing brochure, educates all new employees thoroughly on the process during orientation, and does a yearly re- education to all existing staff. All staff have copies of the financial assistance application, both in English and Spanish, to supply to patients who we deem, after screening, to have a need for assistance. UM Shore Regional Health has a dedicated Financial Assistance Liaison to work with our patients to assist them with this process and expedite the decision process. Shore Health notifies patients of availability of financial assistance funds prior to service during our calls to patients, through signage at all of our registration locations, through our patient billing brochure and through our discussions with patients during registration. In addition, the information sheet is mailed to patients with all statements and/or handed to them if needed. Notices are sent regarding our Hill Burton program (services at reduced cost) yearly as well. - Shore Health prepares its FAP in a culturally sensitive manner, at a reading comprehension level appropriate to the CBSA's population, and in Spanish. - Shore Health posts its FAP and financial assistance contact information in admissions areas, emergency rooms, and other areas of facilities in which eligible patients are likely to present; - Shore Health provides a copy of the FAP and financial assistance contact information to patients or their families as part of the intake process; - Shore Health provides a copy of the FAP and financial assistance contact information to patients with discharge materials. - A copy of Shore Health's FAP along with financial assistance contact information, is provided in patient bills; and/or - Shore Health discusses with patients or their families the availability of various government benefits, such as Medicaid or state programs, and assists patients with qualification for such programs, where applicable. - An abbreviated statement referencing Shore Health's financial assistance policy, including a phone number to call for more information, is run annually in the local newspaper (Star Democrat). Hospital Financial Assistance Policy Shore Regional Health is committed to ensuring that uninsured patients within its service area who lack financial resources have access to medically necessary hospital services. If you are unable to pay for medical care, you may qualify for Free or Reduced Cost Medically Necessary Care if you have no other insurance options or sources of payment including Medical Assistance, litigation or third-party liability. Shore Regional Health meets or exceeds the legal requirements by providing financial assistance to those individuals in households below 200% of the federal poverty level and reduced cost-care up to 300% of the federal poverty level. Patients Rights Shore Regional Health will work with their uninsured patients to gain an understanding of each patients financial resources. -They will provide assistance with enrollment in publicly-funded entitlement programs (e.g. Medicaid) or other considerations of funding that may be available from other charitable organizations. -If you do not qualify for Medical Assistance, or financial assistance, you may be eligible for an extended payment plan for your hospital medical bills. -If you believe you have been wrongly referred to a collection agency, you have the right to contact the hospital to request assistance. (See contact information below). Patients Obligations Shore Regional Health believes that its patients have personal responsibilities related to the financial aspects of their healthcare needs. Our patients are expected to: -Cooperate at all times by providing complete and accurate insurance & financial information -Provide requested data to complete Medicaid applications in a timely manner. -Maintain compliance with established payment plan terms. -Notify us immediately at the number listed below of any changes in circumstances. Contacts: Call 410-822-1000 x1020 or toll free 1-800-876-3364 with questions concerning: -Your hospital bill -Your rights and obligations with regards to your hospital bill -How to apply for Maryland Medicaid -How to apply for free or reduced care For information about Maryland Medical Assistance, Contact your local department of Social Services. 1-800-332-6347 TTY 1-800-925-4434 Or visit: www.dhr.state.md.us Physician charges are not included in hospitals bills and are billed separately by the physician. |
| Description of Community Served | Schedule H, Part VI, Line 4 Situated on Maryland's Eastern Shore, University of Maryland Shore Regional Healths three hospitals, Shore Medical Center at Easton (SMC at Easton), Shore Medical Center at Dorchester (SMC at Dorchester), Shore Medical Center at Chestertown (SMC at Chestertown) are not for profit hospitals offering a complete range of inpatient and outpatient services to over 170,000 people throughout the Mid-Shore of Maryland. Shore Regional Healths service area is defined as the Maryland counties of Caroline, Dorchester, Talbot, Queen Annes and Kent. The five counties of the Mid-Shore comprise 20% of the landmass of the State of Maryland and 2% of the population. SMC at Easton is situated at the center of the mid-shore area and thus serves a large rural geographical area (all 5 counties of the mid-shore). SMC at Dorchester is located approximately 18 miles from Easton and primarily serves Dorchester County and portions of Caroline County. UMC at Chestertown located in Chestertown, in Kent County merged with Shore Regional Health in July 2013. SMC at Chestertown serves the residents of Kent County, portions of Queen Annes and Caroline Counties and the surrounding areas. Shore Regional Healths service area has a higher percentage of population aged 65 and older as compared to Maryland overall. Talbot County has a 27.2% rate for this age group and Kent County has 25.3% of its residents age 65 years or older. These rates are 65% higher than Marylands percentage, and higher than other rural areas in the state by almost a quarter. Today, more than two-thirds of all health care costs are for treating chronic illnesses. Among health care costs for older Americans, 95% are for chronic diseases. The cost of providing health care for one person aged 65 or older is three to five times higher than the cost for someone younger than 65. Source:http://www.cdc.gov/features/agingandhealth/state_of_aging_and_healt h_in_america_2013.pdf Hoffman C, Rice D, Sung HY. Persons with chronic conditions: their prevalence and costs. JAMA. 1996;276(18):1473-1479 County Health Rankings for the Mid-Shore counties also reveal the large disparities between counties for health outcomes in the service area. The Mid-Shore Region has 26,203 minority persons, representing 25.3% of the total population. In terms of healthcare, large disparities exist between Black or African Americans and Whites as reported by the Office of Minority Health and Health Disparities, DHMH. For emergency department (ED) visit rates for diabetes, asthma and hypertension, the Black or African American rates are typically 3- to 5 fold higher than White rates. Adults at a healthy weight is lower (worse) for Black or African Americans in all three counties where Black or African American data could be reported. Heart disease mortality Black or African American rates are variously higher or lower compared to White rates in individual counties. In Caroline, the Black or African American rate is lower than the White rates not because the Black or African American rate is particularly low, but because the White rate is unusually high. For cancer mortality, Black or African American rates exceed White rates in Dorchester, Kent, Queen Annes and Talbot. In Caroline, Black or African American rates are lower, again because of a rather high White rate. The Black or African American rates and White rates are below the State Health Improvement Process (SHIP) goals. Source: http://www.dhmh.maryland.gov/ship. http://dhmh.maryland.gov/mhhd/Documents/Maryland-Black-or-African-American -Data-Report-December-2013.pdf County rankings: http://www.countyhealthrankings.org/app/maryland/2016/county/snapshots/ Maryland State Health Improvement Process, http://dhmh.maryland.gov/ship and its County Health Profiles 2013 Queen Anne Health Outcomes: 6 Length of Life: 5 Quality of Life: 8 Health Factors: 5 Health Behaviors: 7 Clinical Care: 12 Social & Economic Factors: 6 Physical Environment: 4 Talbot Health Outcomes: 8 Length of Life: 8 Quality of Life: 8 Health Factors: 7 Health Behaviors: 6 Clinical Care: 3 Social & Economic Factors: 11 Physical Environment: 3 Kent Health Outcomes: 18 Length of Life: 20 Quality of Life: 19 Health Factors: 13 Health Behaviors: 13 Clinical Care: 5 Social & Economic Factors: 15 Physical Environment: 1 Dorchester Health Outcomes: 21 Length of Life: 16 Quality of Life: 23 Health Factors: 21 Health Behaviors: 20 Clinical Care: 22 Social & Economic Factors: 22 Physical Environment: 16 Caroline Health Outcomes: 23 Length of Life: 23 Quality of Life: 16 Health Factors: 22 Health Behaviors: 22 Clinical Care: 24 Social & Economic Factors: 19 Physical Environment: 15 Patient Population At Risk for Readmission High Utilizers were identified across all Shore Regional Health facilities: SMCE, SMCD, SMCC, and SECQ High utilizers were defined in fiscal year 2015 as having 2 or more inpatient or observations greater than 24 hours in the year and excluded pediatric (0-17) patients and mortalities. High utilizers were also identified geographically by the following service area zip codes: 21601,21613,21620,21629,21663,21655,21661,21643,21632,21660,21617,21678,21 651,21673,21623,21625,21631,21639,21666,21668. The high utilizer patient population that was identified is the Medicare population. The Medicare high utilizers (1,136 unique patients) created $42.9 million in total charges, nearly half of all total charges of all Medicare beneficiaries in the Shore Regional Health system. Of the 1,136 Medicare high utilizers nearly 60% had a mental health and or substance abuse diagnosis along with chronic disease(s) diagnosis. This data confirms the earlier CHNA studies and SHIP studies that mental and behavioral health resources are in short supply. Medicare high utilizers were followed by; Dual Eligibles 466 patients across the health system with total charges of $19.5 million and Medicaid patients 362 again across the Shore Health system with total charges of $10.9 million. At Shore our goal is to transform our delivery models from a focus on inpatient care to a focus on building healthy communities through enhancing our outpatient services, our coordination with existing community health providers, and when needed, our direct coordination and management of the chronic care of our most complex patients. Source: review of hospital discharge date |
| Promoting the Health of the Community | Part VI, Line 5 The analysis of local data indicated that diabetes, heart disease, cancer, behavioral health and access to care were all health improvement priorities for the Mid-Shore. After careful review of County health data, the Mid-Shore SHIP Coalition prioritized the potential health improvement areas and decided to focus the Coalitions efforts on three areas: (1) adolescent obesity, (2) adolescent tobacco use, and (3) diabetes related emergency department visits. The Coalition is committed to examining what evidence-based initiatives can improve the countys health in these three areas related to racial, ethnic and other demographic and geographic-related health disparities. Marylands State Health Improvement Process (SHIP) provides a framework for continual progress toward a healthier Maryland. Marylands State Health Improvement Process (SHIP) began with national, state and local data being reviewed and analyzed by the Maryland Department of Health and Mental Hygiene (DHMH) Office of Population Health as well as by the 5 Departments of Health (Talbot, Caroline, Dorchester, Queen Annes, Kent). It has three main components: accountability, local action and public engagement. SHIP includes 39 measures that provide a framework to improve the health of Maryland residents. Twenty-eight of the measures have been identified as critical racial/ethnic health disparities. Each measure has a data source and a target, and where possible, can be assessed at the county level. UM SRHs priorities are aligned with the Maryland State Health Improvement Process vision areas and those objectives outlined by the local health improvement coalition. UM SRHs Priorities: 1. Chronic Disease Management (obesity, hypertension, diabetes, smoking) 2. Behavioral Health 3. Access to care 4. Cancer 5. Outreach & Education (preventive care, screenings, health literacy) Initiative 1 Identified Need: Chronic Disease Management Hospital Initiative Shore Wellness Partners (SWP) provides community case management, at no charge, to community members who meet the eligibility criteria Primary Objectives Shore Wellness Partners is a unique program that provides a continuum of care, focusing on preventive care to improve the ability of patients and families to work together to reduce emergency department visits and readmissions. Designed for at-risk families and individuals who do not have sufficient resources and are not eligible for other in-home services. Shore Wellness Partners helps patients with disease management and life skills so that they can continue to live in their own homes. The service is provided by Shore Regional Health at no charge for those who qualify. Objectives: -Managing physical health problems -Connection with other community services -Dietary education -Home safety evaluations -Safe medicine use -Education on specific illness and treatments -Emotional support -Monitoring client progress through home visits or phone calls Key Collaborators: Members of the Shore Wellness Partners team include advanced practice nurses and medical social workers. These specialists work with patients, caregivers, and primary care providers (sometimes care is provided in the patients home). Shore Wellness Partners is a partner in the HEZ for Dorchester and Caroline Counties. Detailed information for the HEZ model, Competent Care Connections can be found at: http://dhmh.maryland.gov/healthenterprisezones/SitePages/Home. Outcomes: Objective 1: Enroll eligible patient Metric: 1. New clients = 159 2. Number of patient visits = 1,538 Objective 2: Reduce readmissions and ED visits Patient with no readmission 33/56, 59% Patient without readmit or ED visits 25/56, 45% Patients with ED visit but no readmission 8/56, 14% Patients with 1 re-hospitalization 8/56, 14% Patients with 2-3 re-hospitalizations 2/56, 3.6% Patients with 4 or more re-hospitalizations 0/56, 0% Patients with Ed visit(s) and hospitalizations 4/56, 7% Initiative 2 Identified Need: Cardiovascular Care -Chronic Disease Management -Reduction in ED visits The Antithrombosis Clinic is designed to provide dedicated health care monitoring for those patient receiving chronic warfarin therapy. Warfarin therapy is reported widely in the medical literature as having significant morbidities associated with long-term therapy. Vigilant monitoring is necessary to avoid these complications. This clinic provides at no charge close monitoring of these patients with dedicated, knowledgeable staff. Through close monitoring, education, and continuous follow-up, the risks associated with long term anticoagulation are greatly reduced. Primary Objective of the Initiative: Metric 1: Total Number of People Reached by the Initiative Within the Target Population UMC at Chestertown 293 patient served UMC at Easton 1,511 patients served Metric 2: Improved outcomes Time in Therapeutic range is 77% compared to 'usual non-clinic care' of 40-50%. Based on analysis of the literature, this higher rate of time in therapeutic range compared to usual care results in approximately a 39% reduction in relative risk of stroke, a 40% reduction in relative risk for major bleeding, and a 69% reduction in relative risk of mortality for our community. Key Collaborators: Participating Hospital Staff, Shore Regional Health Pharmacy Services Impact/Outcome of Hospital Initiative: UMC at Easton -15,792 patient encounters occurred during this period -Average # patients served 1211.8 patients -Average time to therapeutic INR is 4.3 days (national average is 5.8 days) -76.15% patients were maintained within therapeutic range >90% time (national average is 58%) -4.7% incidence of Major Hemorrhagic Events (Literature reports rate of 5-8.1%) UMC at Chestertown -4,445 patient encounters occurred during this period -Average # patients served 268 patients -Average time to therapeutic INR is 4.5 days (national average is 5.8 days) -68.9% patients were maintained within therapeutic range >90% time (national average is 58%) -2.5% adverse events noted requiring hospitalization Evaluation of Outcomes: Indicators show a better than national average therapeutic range for patients in the program and better than average time to therapeutic INR than national average leading to a reduction of hospital encounters related to over anticoagulation or under anticoagulation Initiative 3 Identified Need: Cardiovascular Disease, Critical Care Access to emergency medications prevents terminal outcomes for patients (Advanced Cardiac Life Support) Hospital Initiative: Local EMS units and the State of Maryland Institute for Emergency Medical Services System collaborate to determine medication protocols appropriate for field administration as well as necessary PAR levels per ambulance crew. Key Collaborators: Shore Regional Health Pharmacy, Local EMS units and the State of Maryland Institute for Emergency Medical Services System Primary Objective: Decrease death and disability related to critical illnesses where early intervention is possible and proven to be of benefit patient outcome. Metrics: -Providing access to emergency medication is an essential component of the early intervention protocols. -Successful field resuscitation and treatment of patients through early intervention as encountered by local EMS services. Outcome: -UMC at Easton and Dorchester # of patients served, 10,000 -UMC at Chestertown # of patients served, 2,500 EMS providers provided emergency medical care to residents of our surrounding communities. SRHs active participation in this system through the provision of emergency medications needed to care for these critically ill patients in the field, have demonstrated that early intervention saves lives. http://www.ncbi.nlm.nih.gov/pubmed/ Initiative 4, 5, 6 Identified Need: Cancer Mortality Hospital Initiative: A) Shore Regional Breast Outreach; (B): Shore Regional Breast Center Wellness for Women Program; (C) Prostate Cancer Screening Primary Objective of Initiative/Metrics Used to Evaluate the Results: A) 1. Increase the number of women surviving breast cancer by diagnosing them at an earlier stage through education and promotion of preventative measures and early detection. 2. Diagnose African American women at earlier stages of breast cancer, equivalent to Caucasian women. 3. Educate Latina women in breast self-examination with the assistance of a translator. B) The program serves as a point of access into care for age and risk specific mammography screening, clinical breast exam, and genetic testing for breast cancer Baseline/Strategies/Outcomes: Offered no cost mammograms to eligible women: those under the age of 40 and over 65who have no insurance and Latina women of all ages who will be screened annually thereafter. Those women needing further diagnostic tests or who need treatment for breast cancer will be enrolled in the State of Maryland Diagnosis and Treatment Program through the case manager. C) Provide men in the mid shore, the opportunity to obtain a |
| Affiliated Health Care System Roles | Schedule H, Part VI, Line 6 THE UNIVERSITY OF MARYLAND MEDICAL CENTER IS AN 800-BED TEACHING HOSPITALIN BALTIMORE AND THE FLAGSHIP INSTITUTION OF THE 12-HOSPITAL UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS). AS A NATIONAL AND REGIONAL REFERRAL CENTER FOR TRAUMA, CANCER CARE, NEUROCARE, CARDIAC CARE, WOMEN'S AND CHILDREN'S HEALTH AND PHYSICAL REHABILITATION, UMMC TREATS PATIENTS WHO ARE REFERRED NATIONALLY AND REGIONALLY FOR EXPERTISE IN TIME-SENSITIVE CRITICAL CARE MEDICINE. UMMC ALSO HAS ONE OF THE LARGEST SOLID ORGAN TRANSPLANT PROGRAMS IN THE COUNTRY, PERFORMING MORE THAN 400 ABDOMINAL AND THORACIC TRANSPLANTS A YEAR. ALL PHYSICIANS ON STAFF AT THE MEDICAL CENTER ARE FACULTY PHYSICIANS OF THE UNIVERSITY OF MARYLAND SCHOOL OF MEDICINE. AS PART OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM, THE MEDICAL CENTER PARTICIPATES IN THE UMMS COMMUNITY HEALTH OUTREACH AND ADVOCACY TEAM TO VALIDATE DATA AND INFORMATION FROM OTHER UMMS HOSPITALS AND COLLABORATE ON LARGE SYSTEM-WIDE EVENTS AND INITIATIVES. SEVERAL UMMS-SPONSORED EVENTS THAT THE MEDICAL CENTER PARTNERS WITH OTHER UMMS' HOSPITALS INCLUDE: SPRING INTO GOOD HEALTH, FROM THE HEART, AND TAKE A LOVED ONE TO THE DOCTOR TODAY. THE UMMC RETAINS ITS STRATEGIC COMMUNITY OUTREACH PRIORITIES WHILE COLLABORATING WITH OTHER UMMS HOSPITALS. THE MEDICAL CENTER ESPECIALLY COLLABORATES WITH THE BALTIMORE-BASED HOSPITALS (UNIVERSITY OF MARYLAND MIDTOWN CAMPUS, FORMERLY MARYLAND GENERAL, MT WASHINGTON PEDIATRICHOSPITAL, AND UNIVERSITY OF MARYLAND REHABILITATION AND ORTHOPEDIC INSTITUTE, FORMERLY KERNAN HOSPITAL). SEVERAL MEMBERS OF THE UMMC COMMUNITY OUTREACH TEAM ARE MEMBERS OF THE UMMS COMMUNITY ADVOCACY AND UMMS COMMUNITY BENEFITS TEAMS. INFORMATION AND COLLABORATIVE OPPORTUNITIES ARE DISCUSSED IN ALL FORUMS. IN MOST INSTANCES, THE UMMC PROVIDES CLINICAL EXPERTISE IN MANY SPECIALTY FIELDS AS WELL STAFF SUPPORT AND RESOURCES FOR LARGER SYSTEM-WIDE PROGRAMMING WHILE RETAINING FOCUS ON OUR KEY COMMUNITY STRATEGIC PRIORITIES. |
| Community Benefit Report State Filings | Schedule H, Part VI, Line 7 Maryland |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (15 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 | ||||||||||||||
| Chairman | $0 | $0 | $0 | $0 | $0 | $156,000 | $0 | $0 | $0 | $0 | $0 | $156,000 | $0 | $0 |
| Robert A Chrencik | ||||||||||||||
| Director | $0 | $1,254,208 | $0 | $1,054,693 | $0 | $253,896 | $0 | $10,600 | $0 | $13,037 | $0 | $2,586,434 | $0 | $0 |
| John W Ashworth III | ||||||||||||||
| Director | $0 | $511,790 | $0 | $169,396 | $0 | $99,546 | $0 | $10,600 | $0 | $13,037 | $0 | $804,369 | $0 | $0 |
| Kenneth Kozel | ||||||||||||||
| President/CEO | $402,489 | $0 | $157,973 | $0 | $16,194 | $0 | $77,147 | $0 | $9,349 | $0 | $663,152 | $0 | $0 | $0 |
| JoAnne R Hahey | ||||||||||||||
| CFO/SVP Finance | $275,539 | $0 | $96,494 | $0 | $15,520 | $0 | $45,309 | $0 | $13,192 | $0 | $446,054 | $0 | $0 | $0 |
| William Huffner | ||||||||||||||
| CMO | $377,617 | $0 | $149,616 | $0 | $8,049 | $0 | $62,023 | $0 | $15,527 | $0 | $612,832 | $0 | $0 | $0 |
| Christopher J Parker | ||||||||||||||
| SVP Pt Care/CNO | $248,288 | $0 | $85,185 | $0 | $43,512 | $0 | $10,369 | $0 | $12,153 | $0 | $399,507 | $0 | $0 | $0 |
| Robert Frank | ||||||||||||||
| COO | $249,981 | $0 | $59,764 | $0 | $12,946 | $0 | $41,908 | $0 | $13,268 | $0 | $377,867 | $0 | $0 | $0 |
| Patti K Willis | ||||||||||||||
| VP External Relations | $192,083 | $0 | $65,243 | $0 | $26,442 | $0 | $7,907 | $0 | $11,975 | $0 | $303,650 | $0 | $0 | $0 |
| Susan Siford | ||||||||||||||
| Director Pharmacy | $173,690 | $0 | $0 | $0 | $296 | $0 | $10,822 | $0 | $7,306 | $0 | $192,114 | $0 | $0 | $0 |
| Francis G Lee | ||||||||||||||
| VP Philanthropy | $161,110 | $0 | $41,027 | $0 | $4,264 | $0 | $21,533 | $0 | $12,687 | $0 | $240,621 | $0 | $0 | $0 |
| John Sawyer | ||||||||||||||
| Sr. Medical Pharmacist | $193,071 | $0 | $0 | $0 | $725 | $0 | $11,044 | $0 | $4,155 | $0 | $208,995 | $0 | $0 | $0 |
| Mary Jo Keefe | ||||||||||||||
| Director RN Clinical | $140,500 | $0 | $17,004 | $0 | $758 | $0 | $9,790 | $0 | $11,263 | $0 | $179,315 | $0 | $0 | $0 |
| Walter J Zajac | ||||||||||||||
| FMR. VP Finance, End 11/28/15 | $174,888 | $0 | $42,697 | $0 | $48,588 | $0 | $7,272 | $0 | $12,422 | $0 | $285,867 | $0 | $0 | $0 |
| Gerald M Walsh | ||||||||||||||
| FORMER COO | $0 | $0 | $0 | $0 | $104,141 | $0 | $0 | $0 | $0 | $0 | $104,141 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Health or social club dues or initiation fees | SCHEDULE J, PART I, LINE 1A UMMS executives receive a benefit package which may be used towards health club dues or other health maintenance programs. Such benefits are capped at $7,000, $5,000 or $3,000 depending on job title as described in the program documents. Severance Payments Schedule J Part I, Line 4A DURING THE FISCAL YEAR-ENDED JUNE 30, 2016, 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: GERALD M. WALSH $98,256 JONATHAN C. COOK $19,590 WALTER ZAJAC $18,612 |
| Supplemental nonqualified retirement plan | SCHEDULE J, PART I, LINE 4B DURING THE FISCAL YEAR ENDED JUNE 30, 2016, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (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: KENNETH KOZEL JOANNE R. HAHEY WILLIAM E. HUFFNER ROBERT FRANK FRANCIS G. LEE DURING THE FISCAL YEAR ENDED JUNE 30, 2016, 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: PATTI WILLIS JOHN ASHWORTH III CHRISTOPHER PARKER WALTER ZAJAC Robert Chrencik |
| 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| WAYNE GARDNER | |||
| BEST CARE AMBULANCE | $422,507 | Payment to the Company | false |
| C Daniel Saunders | |||
| Spouse Employed | $88,070 | Compensation for FYE 2016 | false |
| Christopher Parker | |||
| Spouse Employed | $32,260 | Compensation for FYE 2016 | false |
| Walter Zajac | |||
| Spouse Employed | $69,841 | Compensation for FYE 2016 | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Wayne Gardner | FormAndLineReferenceDesc |
| Explanation | Wayne Gardner, a SHS Director, provides ambulance services to Shore Health Systems by the vendor Best Care Ambulance. SHS's total payment to the vendor was $422,507. C. Daniel Saunders C. Daniel Saunders' spouse is employed and paid by Chester River Hospital Center. Her FY2016 compensation was $88,070. Christopher Parker Christopher Parker's spouse is employed and paid by Chester River Hospital Center and compensation was $32,260. Walter Zajac Walter Zajac's spouse is employed and paid by Chester River Hospital Center. Her FY2016 compensation was $69,841. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Note Regarding Reorganization | Effective July 1, 2013, the operations of Shore Health and Chester River were combined and renamed Shore Regional Health. This was accomplished through merging certain entities within the systems. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4A SHORE HEALTH SYSTEM, INC. IS A 177 LICENSED BED COMMUNITY HOSPITAL PROVIDING A FULL RANGE OF INPATIENT AND OUTPATIENT CLINICAL SERVICES TO THE MARYLAND MID-SHORE AREA; INCLUDING GENERAL HOSPITAL, EMERGENCY, AND SPECIALIZED SERVICES AS WELL AS OUTPATIENT CENTERS FOR PRIMARY CARE, DIAGNOSTICS, TREATMENT, EDUCATION, AND REHABILITATION. THE SYSTEM OFFERS FREE EDUCATION PROGRAMS AND SERVICES TO PROMOTE HEALTH AWARENESS IN THE COMMUNITY. DURING FY 2016, THE SYSTEM PROVIDED CARE FOR 11,163 INPATIENTS RESULTING IN 46,348 DAYS OF PATIENT CARE, TREATED 73,302 PATIENTS IN THE ER, AND PERFORMED 9,566 SURGERIES IN THE OR. THE SYSTEM'S ANCILLARY SERVICE DEPARTMENTS REALIZED 430,059 OUTPATIENT ENCOUNTERS. HOME HEALTH/HOSPICE SERVICES WERE PROVIDED TO 1,351 PATIENTS IN 24,177 NURSING VISITS. THE SYSTEMS MISSION STATEMENT IS "TO EXCEL IN QUALITY CARE AND PATIENT SATISFACTION". ITS STRATEGIC PRINCIPLE IS "EXCEPTIONAL CARE, EVERY DAY", AND ITS VALUES STATEMENT IS "EVERY INTERACTION WITH ANOTHER IS AN OPPORTUNITY TO CARE". AS A PART OF ITS MISSION, THE SYSTEM PROVIDES CHARITY CARE TO PATIENTS UNABLE TO PAY, PROVIDING $1.4 MILLION OF CHARITY CARE IN FY 2016. Members or Stockholders Form 990, Part VI, Line 6 University of Maryland medical system corporation (UMMS) is the sole member of Shore Health System, Inc. UMMS may elect one or more board members of the governing body and all decisions of the governing body must be approved by UMMS. |
| Form 990 Review Process | FORM 990, PART VI, LINE 11B THE IRS FORM 990 IS PREPARED AND REVIEWED BY THE ACCOUNTING FIRM OF GRANT THORNTON. ACCOUNTING PERSONNEL IN FINANCE SHARED SERVICES AT THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM GATHER THE INFORMATION NEEDED TO COMPLETE THE RETURN AND INPUT THE DATA INTO THE GRANT THORNTON TAX ORGANIZER, WHICH IS AN EXCEL-BASED SYSTEM. WHEN ALL DATA HAS BEEN ENTERED, THE INFORMATION IS SUBMITTED TO GRANT THORNTON FOR IMPORTATION INTO THEIR TAX SOFTWARE. AT THIS POINT, GRANT THORNTON STAFF MEMBERS REVIEW THE DATA, ASK FOR ADDITIONAL INFORMATION IF NEEDED AND PREPARE THE TAX RETURN. EACH RETURN IS REVIEWED AT SEVERAL LEVELS AT GRANT THORNTON INCLUDING THE TAX PARTNER. AFTER THEIR REVIEW PROCESS, A DRAFT RETURN IS SENT TO THE ACCOUNTING STAFF AT UMMS FOR AN IN-HOUSE REVIEW. UPON COMPLETION OF THE IN-HOUSE REVIEW, GRANT THORNTON IS INSTRUCTED TO MAKE ANY NECESSARY CHANGES AND TO PREPARE THE FINAL TAX RETURN. THE FINAL RETURN UNDERGOES ANOTHER REVIEW BY THE ACCOUNTING STAFF AT FINANCE SHARED SERVICES AND IS ALSO REVIEWED BY THE ACCOUNTING MANAGER, THE DIRECTOR OF FINANCIAL REPORTING, THE VICE PRESIDENT OF FINANCE AND THE CFO, WHO SIGNS THE RETURN. 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. AT THE DISCRETION OF THE REVIEWING BOARD MEMBER, SUCH MEMBER WILL BRING ANY ISSUES OR QUESTIONS RELATED TO THE COMPLETED IRS FORM 990 TO THE ATTENTION OF THE BOARD. NOTWITHSTANDING THE ABOVE, A BOARD RESOLUTION IS NOT REQUIRED FOR THE FILING OF THE ORGANIZATION'S IRS FORM 990. EACH BOARD MEMBER IS PROVIDED WITH A COPY OF THE FINAL IRS FORM 990 BEFORE FILING. |
| Conflict of Interest Policy Monitoring & Enforcement | FORM 990, PART VI, LINE 12C THE ORGANIZATION'S OFFICERS, DIRECTORS, EMPLOYEES 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 ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE GENERAL COUNSEL OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (UMMSC) REVIEWS THE RESPONSES FOR UMMSC, AND JAMES LAWRENCE KERNAN HOSPITAL. THE CEO OR CFO OF EACH OF THE OTHER ENTITIES IN THE UNIVERSITY OF MARYLAND MEDICAL 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 FOR UMMSC, AND JAMES LAWRENCE KERNAN HOSPITAL. WITH RESPECT TO THE OTHER ENTITIES IN THE UNIVERSITY OF MARYLAND MEDICAL 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, Line 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, LINE 19 IN GENERAL, FINANCIAL AND TAX INFORMATION RELATING TO THE ORGANIZATION IS DEEMED PROPRIETARY AND NOT SUBJECT TO DISCLOSURE UPON REQUEST. HOWEVER, SPECIFIC PROVISIONS OF FEDERAL AND STATE LAW REQUIRE THE ORGANIZATION TO DISCLOSE CERTAIN LIMITED FINANCIAL AND TAX DATA UPON A SPECIFIC REQUEST FOR THAT INFORMATION. REQUESTS FOR FORM 990 AND FORM 1023: A REQUESTOR SEEKING TO REVIEW AND/OR OBTAIN A COPY OF THE ORGANIZATION'S IRS FORM 990 OR FORM 1023 AS FILED WITH THE INTERNAL REVENUE SERVICE, INCLUDING ALL SCHEDULES AND ATTACHMENTS, MAY APPEAR IN PERSON OR SUBMIT A WRITTEN REQUEST. THE MOST RECENT THREE YEARS OF IRS FORM 990 MAY BE REQUESTED. IF THE REQUESTER APPEARS IN PERSON, THE INDIVIDUAL IS DIRECTED TO THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR THE ORGANIZATION AND THE FORM 990 AND/OR FORM 1023 ARE MADE AVAILABLE FOR INSPECTION. THE INDIVIDUAL IS PERMITTED TO REVIEW THE RETURN, TAKE NOTES AND REQUEST A COPY. IF REQUESTED, A COPY IS PROVIDED ON THE SAME DAY. A NOMINAL FEE IS CHARGED FOR MAKING THE COPIES. THE ORGANIZATION MAY HAVE AN EMPLOYEE PRESENT DURING THE PUBLIC INSPECTION OF THE DOCUMENT. WRITTEN REQUESTS FOR AN ENTITY'S FORM 990 OR FORM 1023 ARE DIRECTED IMMEDIATELY TO THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR THE ORGANIZATION. THE REQUESTED COPIES ARE MAILED WITHIN 30 DAYS OF THE REQUEST. REPRODUCTION FEES AND MAILING COSTS ARE CHARGED TO THE REQUESTOR. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS: IF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF OUR ORGANIZATION ARE SUBJECT TO THE FEDERAL PUBLIC DISCLOSURE RULES (OR STATE PUBLIC DISCLOSURE RULES), THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT. |
| HOURS ON RELATED ENTITIES | Form 990, Part VII, Section A, Column B THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) IS A MULTI-ENTITY HEALTH CARE SYSTEM THAT INCLUDES 11 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. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 MHF beneficial interest ($2,660,189) SCF equity transfer ($11,287,735) UMMS capital contribution $8,652 NET ASSETS Released for Purchase PPE $1,465,835 ------------- TOTAL ($12,473,437) ============= |
| TAX EXEMPT BONDS | PART IV, LINE 24A PURSUANT TO A MASTER LOAN AGREEMENT DATED JUNE 20, 1991 (THE "MASTER LOAN AGREEMENT"), AS AMENDED, THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE "CORPORATION") AND SEVERAL OF ITS SUBSIDIARIES HAVE ISSUED DEBT THROUGH THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES AUTHORITY (THE "AUTHORITY"). AS SECURITY FOR THE PERFORMANCE OF THE BOND OBLIGATION UNDER THE MASTER LOAN AGREEMENT, THE AUTHORITY MAINTAINS A SECURITY INTEREST IN THE REVENUE OF THE OBLIGORS. THE MASTER LOAN AGREEMENT CONTAINS CERTAIN RESTRICTIVE COVENANTS. THESE COVENANTS REQUIRE THAT RATES AND CHARGES BE SET AT CERTAIN LEVELS, LIMIT INCURRENCE OF ADDITIONAL DEBT, REQUIRE COMPLIANCE WITH CERTAIN OPERATING RATIOS AND RESTRICT THE DISPOSITION OF ASSETS. THE OBLIGATED GROUP UNDER THE MASTER LOAN AGREEMENT INCLUDES THE CORPORATION, THE JAMES LAWRENCE KERNAN HOSPITAL, INC., MARYLAND GENERAL HOSPITAL, INC., BALTIMORE WASHINGTON MEDICAL CENTER, INC., SHORE HEALTH SYSTEM, INC., CHESTER RIVER HOSPITAL CENTER, INC., CIVISTA MEDICAL CENTER, INC., UNIVERSITY OF MARYLAND ST. JOSEPH MEDICAL CENTER, LLC, UPPER CHESAPEAKE MEDICAL CENTER, INC., HARFORD MEMORIAL HOSPITAL, INC. AND THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION, INC. EACH MEMBER OF THE OBLIGATED GROUP IS JOINTLY AND SEVERALLY LIABLE FOR THE REPAYMENT OF THE OBLIGATIONS UNDER THE MASTER LOAN AGREEMENT OF THE CORPORATION'S $1,417,355,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2015. ALL OF THE BONDS WERE ISSUED IN THE NAME OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:SHARED SERVICES TOTAL FEES:20007201 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT SERVICES TOTAL FEES:9424652 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:8568684 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMP LABOR TOTAL FEES:4578184 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL MGMT. SVC. TOTAL FEES:885260 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (38 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) | 11A | UMBWMS | false |
| Baltimore Washington Healthcare Services | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830243 | Healthcare | MD | 501(c)(3) | 11A | UMBWMS | false |
| Baltimore Washington Medical Center Inc | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 520689917 | Healthcare | MD | 501(c)(3) | 03 | UMBWMS | false |
| UM Baltimore Washington Medical System | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830242 | Healthcare | MD | 501(c)(3) | 11A | UMMSC | false |
| BW Medical Center Foundation Inc | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521813656 | Fundraising | MD | 501(c)(3) | 11C | BWMS | false |
| North Arundel Development Corporation | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521318404 | Real Estate | MD | 501(c)(2) | NCC | false | |
| North County Corporation | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521591355 | Real Estate | MD | 501(c)(2) | UMBWMS | false | |
| Chester River Health Foundation Inc | ||||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 521338861 | Fundraising | MD | 501(c)(3) | 08 | UMSRH | false |
| Univ of MD Shore Regional HealthInc | ||||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 522046500 | Healthcare | MD | 501(c)(3) | 11A | UMMSC | false |
| Chester River Hospital Center | ||||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 520679694 | Healthcare | MD | 501(c)(3) | 03 | UMSRH | false |
| Chester River Manor Inc | ||||||||||
| 200 Morgnec Road | Chestertown | MD | 21620 | 526070333 | Healthcare | MD | 501(c)(3) | 09 | UMSRH | false |
| Maryland General Clinical Practice Group | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521566211 | Healthcare | MD | 501(c)(3) | 11B | UMMTH | false |
| Maryland General Comm Health Foundation | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 522147532 | Fundraising | MD | 501(c)(3) | 11C | UMMTH | false |
| University of Maryland Midtown Health I | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521175337 | Healthcare | MD | 501(c)(3) | 11B | UMMSC | false |
| Maryland General Hospital Inc | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 520591667 | Healthcare | MD | 501(c)(3) | 03 | UMMTH | false |
| Care Health Services Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521510269 | Healthcare | MD | 501(c)(3) | 09 | SHS | Yes (true) |
| Dorchester General Hospital Foundation | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521703242 | Fundraising | MD | 501(c)(3) | 11D | SHS | Yes (true) |
| Memorial Hospital Foundation Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521282080 | Fundraising | MD | 501(c)(3) | 11A | SHS | Yes (true) |
| University of Maryland Community Medical | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521874111 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | false |
| James Lawrence Kernan Hosp Endow Fd | ||||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 237360743 | Fundraising | MD | 501(c)(3) | 11B | UMMSC | false |
| James Lawrence Kernan Hospital Inc | ||||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 520591639 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | false |
| UMMS Foundation Inc | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 522238893 | Fundraising | MD | 501(c)(3) | 11A | UMMSC | false |
| University of MD Medical System Corp | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521362793 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | false |
| University of Maryland Charles Regional | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522155576 | Healthcare | MD | 501(c)(3) | 11C | UMMSC | false |
| Civista Medical Center Inc | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 520445374 | Healthcare | MD | 501(c)(3) | 03 | UMCRH | false |
| Charles Regional Medical Center Foundati | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 521414564 | Fundraising | MD | 501(c)(3) | 11A | UMCRH | false |
| Charles Regional Medical Center Auxiliar | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 521131193 | Fundraising | MD | 501(c)(3) | 11A | UMCRH | false |
| Univ of MD St Joseph Foundation Inc | ||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521681044 | Fundraising | MD | 501(c)(3) | 11A | UMMSC | false |
| Harford Memorial Hospital Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 520591484 | Healthcare | MD | 501(c)(3) | 03 | UMUCHS | false |
| UCH Legacy Funding Corporation | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 520882914 | Fundraising | MD | 501(c)(3) | 11A | UMUCHS | false |
| UM Upper Chesapeake Health System Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521398513 | Healthcare | MD | 501(c)(3) | 11C; III-FI | UMUCHS | false |
| Upper Chesapeake Health Foundation Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521398507 | Fundraising | MD | 501(c)(3) | 11A | UMUCHS | false |
| Upper Chesapeake Medical Center Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521253920 | Healthcare | MD | 501(c)(3) | 03 | UMUCHS | false |
| Upper Chesapeake Medical Services Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521501734 | Healthcare | MD | 501(c)(3) | 09 | UMUCHS | false |
| Upper Chesapeake Properties Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521907237 | Real Estate | MD | 501(c)(2) | UMUCHS | false | |
| Upper Ches Residential Hospice House In | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 260737028 | Hospice | MD | 501(c)(3) | 07 | UMUCHS | false |
| Upper ChesapeakeSt Joseph Home Care I | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521229742 | HOSPICE | MD | 501(c)(3) | 09 | UMUCHS | false |
| UMSJ Health System LLC | ||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 460797956 | Healthcare | MD | 501(c)(3) | UMMSC | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 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 | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates LLC | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 522000762 | Healthcare | MD | NA | false | false | ||||
| Baltimore Washington Imaging LLC | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 200806027 | Healthcare | MD | NA | false | false | ||||
| Innovative Health LLC | |||||||||||||
| 29165 Canvasback Drive Suite 100 | Easton | MD | 21601 | 521997287 | Billing | MD | SHS | RELATED | $513,000 | $396,000 | 0.50000 | ||
| Central Maryland Radiology Oncology LLC | |||||||||||||
| 10710 Charter Drive | Columbia | MD | 21044 | 270879418 | Healthcare | MD | NA | false | false | ||||
| Universitycare LLC | |||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521914892 | Healthcare | MD | NA | false | false | ||||
| O'Dea Medical Arts Limited Partnership | |||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521682964 | Rental | MD | NA | false | false | ||||
| Advanced Imaging at St Joseph Medical C | |||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521958002 | Healthcare | MD | NA | false | false | ||||
| UCHSUMMS Real Estate Trust | |||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 276803540 | Real Estate | MD | NA | false | false | ||||
| University of Maryland Charles Regional | |||||||||||||
| PO Box 1070 | LaPlata | MD | 20646 | 300956382 | Healthcare | MD | NA | false | false | ||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 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 | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates Inc | |||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521992649 | Healthcare | MD | NA | C Corp | false | ||||||
| Baltimore Washington Health Enterprises | |||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521936656 | Healthcare | MD | NA | C Corp | false | ||||||
| BW Professional Services Inc | |||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521655640 | Healthcare | MD | NA | C Corp | false | ||||||
| Univ of Maryland Charles Regional Care P | |||||||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522176314 | Healthcare | MD | NA | C Corp | false | ||||||
| University Midtown Prof Center A Condom | |||||||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521891126 | Real Estate | MD | NA | C Corp | false | ||||||
| NA Executive Building Condo Assn Inc | |||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | Real Estate | MD | NA | C Corp | false | |||||||
| Terrapin Insurance Company | |||||||||||||||
| 980129232 | Insurance | NA | C Corp | false | PO Box 1109 | GRAND CAYMAN | CJ | KY1-1102 | CJ | ||||||
| UMMS Self Insurance Trust | |||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 526315433 | Insurance | MD | NA | Trust | false | ||||||
| Upper Chesapeake Insurance Company | |||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 980468438 | Insurance | MD | NA | LTD. | false | ||||||
| Upper Chesapeake Health Ventures Inc | |||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 522031264 | Healthcare | MD | NA | C Corp | false | ||||||
| Upper Chesapeake Medical Center Land Con | |||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 770674478 | Real Estate | MD | NA | C Corp | false | ||||||
| Upper Chesapeake Medical Office Building | |||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521946829 | Real Estate | MD | NA | C Corp | false | ||||||
| University of Maryland Health Advantage | |||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 461411902 | Insurance | MD | NA | C Corp | false | ||||||
| University of Maryland Health Partners | |||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 452815803 | Insurance | MD | NA | C Corp | false | ||||||
| University of Maryland Medical System He | |||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 452815722 | Insurance | MD | NA | C Corp | false | ||||||
| Shore Orthopedics Inc | |||||||||||||||
| 219 S Washington Street | Easton | MD | 21601 | 371817260 | Healthcare | MD | SHS | C Corp | Yes (true) | 1.00000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | 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 | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Shore Clinical Foundation | ||
| R | $11,287,735 | FMV |
| Dorchester General Hospital Foundation | ||
| c | $159,115 | FMV |
| Memorial Hospital Foundation | ||
| c | $767,192 | FMV |
| Care Health Services | ||
| N | $355,726 | FMV |