2017-05-11T08:18:52-05:00 2016-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2015-07-01 520610538 SHORE HEALTH SYSTEM INC % JOANNE HAHEY CFO SHOR 4108221000 219 South Washington Street Easton MD 21601 JOANNE HAHEY CFO 4108221000 2017-05-01 true Frank Giardini P00532355 2155614200 2015 2021-01-29 14:40:06Z Kenneth Kozel 219 South Washington St Easton MD 21601 265010601 false X http://umshoreregional.org/ X 1906 MD 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 25 21 2251 447 7190422 -291766 1086063 2134960 239177087 248547877 3760411 4109135 2272181 7901471 246295742 262693443 0 0 0 0 102437363 107876399 0 0 0 118672383 126208310 221109746 234084709 25185996 28608734 387633083 393431353 144122687 140339375 243510396 253091978 X TO EXCEL IN QUALITY CARE AND PATIENT SATISFACTION. false false 210235450 0 249520076 See schedule o 210235450 true true false true false false false false false true true true false true true true false true false false false false false false false false true true false false true false false false false false true true true false false false false false true true true false false true 712 0 true 2251 true true true false false false false false false false false false X 25 21 false false false false true true true true true false false true true true true true true true true true true MD X JOANNE HAHEY CFO 4108221000 219 SOUTH WASHINGTON ST EASTON MD 21601 X John Dillon Chairman 1.0 4.0 X X 0 156000 0 Richard Loeffler Vice Chairman 1.0 4.0 X X 0 0 0 Stuart Bounds PhD Secretary 1.0 4.0 X X 0 0 0 Wayne L Gardner Sr Treasurer 1.0 4.0 X X 0 0 0 Myra Butler Director 1.0 4.0 X 0 0 0 Charles Capute Director 1.0 4.0 X 0 0 0 Art Cecil Director 1.0 4.0 X 0 0 0 Joseph Ciotola MD Director 1.0 4.0 X 0 0 0 Kathy Deoudes Director 1.0 4.0 X 0 0 0 Marlene Feldman Director 1.0 4.0 X 0 0 0 Michael Joyce MD Director 1.0 4.0 X 0 0 0 Keith McMahan Director 1.0 4.0 X 0 0 0 Myron Szczukowski Director 1.0 4.0 X 0 0 0 Robert A Chrencik Director 1.0 49.0 X 0 2562797 23637 John W Ashworth III Director 1.0 49.0 X 0 780732 23637 Kenneth Kozel President/CEO 20.0 20.0 X X 576656 0 86496 Deborah Davis MD Director 1.0 4.0 X 0 0 0 Wayne Howard Director 1.0 4.0 X 0 0 0 David Milligan Director 1.0 4.0 X 0 0 0 William Noll Director 1.0 4.0 X 0 0 0 Geoff Oxnam Director 1.0 4.0 X 0 0 0 Martha Russell Director 1.0 4.0 X 0 0 0 C Daniel Saunders Esq Director 1.0 4.0 X 0 0 0 Thomas Stauch MD Director 1.0 4.0 X 0 0 0 Robert Swam Director 1.0 4.0 X 0 0 0 JoAnne R Hahey CFO/SVP Finance 20.0 20.0 X 387553 0 58501 William Huffner CMO 50.0 0.0 X 535282 0 77550 Christopher J Parker SVP Pt Care/CNO 20.0 20.0 X 376985 0 22522 Robert Frank COO 40.0 0.0 X 322691 0 55176 Walter J Zajac FMR. VP Finance, End 11/28/15 40.0 0.0 X 266173 0 19694 Patti K Willis VP External Relations 40.0 0.0 X 283768 0 19882 Susan Siford Director Pharmacy 40.0 0.0 X 173986 0 18128 Francis G Lee VP Philanthropy 1.0 39.0 X 206401 0 34220 John Sawyer Sr. Medical Pharmacist 40.0 0.0 X 193796 0 15199 Mary Jo Keefe Director RN Clinical 40.0 0.0 X 158262 0 21053 Gerald M Walsh FORMER COO 0.0 0.0 X 104141 0 0 3585694 3499529 475695 92 true true false MD Emergency Medicine Network 110 S Paca St 6th Fl Ste 200 BALTIMORE MD 21201 Physician SERVICES 3373999 Willow Construction LLC 400 Maryland Avenue EASTON MD 21601 Construction Svcs. 2524753 GE Healthcare PO Box 96483 CHICAGO IL 60693 Construction Svcs. 2169500 MD Inpatient Care Specialists 6934 Aviation Blvd Ste A GLEN BURNIE MD 21061 Physician Services 1476300 ROI Eligibility Svcs Corp 1920 Greenspring Dr Ste 200 TIMONIUM MD 21093 Collection Recovery 1416098 51 999302 1118089 17569 2134960 PATIENT SERVICE REVENUE 621500 248547877 241357455 7190422 248547877 1343810 1343810 0 0 894780 1155930 -261150 0 -261150 -261150 2543491 1383062 1161228 2543491 221834 2765325 2765325 0 0 0 SHORE REG. HEALTH SHARED SVC. 900099 7151812 7151812 JOINT VENTURE REVENUE 523000 -177806 -177806 CAFETERIA SALES 722514 686266 686266 502349 502349 8162621 262693443 249520076 7190422 3847985 0 0 0 0 2199167 912267 1286900 0 81637595 71024708 10612887 4300834 3741726 559108 13602102 11833829 1768273 6136701 5338930 797771 0 366026 366026 92921 92921 15863 15863 0 0 43463981 40046946 3417035 90176 78453 11723 1984710 1726698 258012 265684 231145 34539 0 3639925 3166735 473190 267612 232822 34790 0 0 4088547 3557036 531511 0 15883655 13818780 2064875 2580130 2335912 244218 MEDICAL SUPPLIES 31919941 31919941 BAD DEBT 10026089 10026089 REPAIRS & MAINTENANCE 7570579 6586404 984175 EXPENDITURES FOR FUND PURPOSES 1679859 1679859 2272612 1977170 295442 234084709 210235450 23849259 0 7351287 14618669 0 0 0 0 14556956 12830539 0 0 0 0 0 0 3202200 4076504 945849 1428553 346571042 201333630 136889798 145237412 42928598 43878435 51207000 48434000 0 0 0 0 130551395 122927241 387633083 393431353 33649572 32677811 0 0 2603 3035 0 0 0 0 0 0 10794508 9217063 0 0 99676004 98441466 144122687 140339375 X 206298044 216600195 22951397 22282700 14260955 14209083 243510396 253091978 387633083 393431353 X 28608734 -6553715 -12473437 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 15863 15863 false Other Activities 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. 2404542 2404542 2404542 2404542 2404542 2404542 2404542 2404542 2404542 2404542 1.00000 false false 15226603 15226603 145182616 67718936 77463680 182218026 129917560 52300466 3943797 3697134 246663 145237412 ALTERNATIVE INVESTMENTS 48434000 F 48434000 ASSETS OF RELATED ORGANIZATION 78089805 ASSETS WHOSE USE IS LIMITED 27520119 OTHER RECEIVABLES 6296096 MALPRACTICE REINSURANCE 5763326 OTHER ASSETS 4630912 MARKET INVESTMENT RESTRICTED 626983 122927241 0 DUE TO UMMS 77790450 OTHER LIABILITIES 14704930 ADVANCES FROM 3RD PARTY PAYORS 5946086 98441466 X 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. true true X true X true X 500. true true false true true 1414100 1414100 0.00650 1414100 1414100 0.00650 860184 4660 855524 0.00380 1909100 1909100 0.00880 13694276 13694276 0.06110 544193 544193 0.00250 17007753 4660 17003093 0.07620 18421853 4660 18417193 0.08270 10793 10793 34627 34627 0.00020 694172 694172 0.00320 2201 2201 741793 741793 0.00340 true 6832659 111352214 113080566 -1728352 X true true 2 1 THE MEMORIAL HOSPITAL AT EASTON 219 S WASHINGTON STREET EASTON MD 21601 www.umshoreregional.org 20-003 X X X 1 2 DORCHESTER GENERAL HOSPITAL 300 BYRN STREET CAMBRIDGE MD 21613 www.umshoreregional.org 09-002 X X X 2 THE MEMORIAL HOSPITAL AT EASTON 1 false false true X X X X X X X X 15 true true false true X WWW.UMSHOREREGIONAL.ORG X true 15 true WWW.UMSHOREREGIONAL.ORG false true X 200. 500. X X X X X X true true X X X X true X www.umshoreregional.org X www.umshoreregional.org X X X X X true X false X X X X true X false false DORCHESTER GENERAL HOSPITAL 2 false false true X X X X X X X X X 15 true true false true X WWW.UMSHOREREGIONAL.ORG X true 15 true WWW.UMSHOREREGIONAL.ORG false true X 200. 500. X X X X X X true true X X X X true X www.umshoreregional.org X www.umshoreregional.org X X X X X true X false X X X X true X false false 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) 11 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 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 X true true X X X X true true false false false false false true false John Dillon Chairman 0 0 0 0 0 156000 0 0 0 0 0 156000 0 0 Robert A Chrencik Director 0 1254208 0 1054693 0 253896 0 10600 0 13037 0 2586434 0 0 John W Ashworth III Director 0 511790 0 169396 0 99546 0 10600 0 13037 0 804369 0 0 Kenneth Kozel President/CEO 402489 0 157973 0 16194 0 77147 0 9349 0 663152 0 0 0 JoAnne R Hahey CFO/SVP Finance 275539 0 96494 0 15520 0 45309 0 13192 0 446054 0 0 0 William Huffner CMO 377617 0 149616 0 8049 0 62023 0 15527 0 612832 0 0 0 Christopher J Parker SVP Pt Care/CNO 248288 0 85185 0 43512 0 10369 0 12153 0 399507 0 0 0 Robert Frank COO 249981 0 59764 0 12946 0 41908 0 13268 0 377867 0 0 0 Patti K Willis VP External Relations 192083 0 65243 0 26442 0 7907 0 11975 0 303650 0 0 0 Susan Siford Director Pharmacy 173690 0 0 0 296 0 10822 0 7306 0 192114 0 0 0 Francis G Lee VP Philanthropy 161110 0 41027 0 4264 0 21533 0 12687 0 240621 0 0 0 John Sawyer Sr. Medical Pharmacist 193071 0 0 0 725 0 11044 0 4155 0 208995 0 0 0 Mary Jo Keefe Director RN Clinical 140500 0 17004 0 758 0 9790 0 11263 0 179315 0 0 0 Walter J Zajac FMR. VP Finance, End 11/28/15 174888 0 42697 0 48588 0 7272 0 12422 0 285867 0 0 0 Gerald M Walsh FORMER COO 0 0 0 0 104141 0 0 0 0 0 104141 0 0 0 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. WAYNE GARDNER BEST CARE AMBULANCE 422507 Payment to the Company false C Daniel Saunders Spouse Employed 88070 Compensation for FYE 2016 false Christopher Parker Spouse Employed 32260 Compensation for FYE 2016 false Walter Zajac Spouse Employed 69841 Compensation for FYE 2016 false Wayne Gardner 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. 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 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 true Dorchester General Hospital Foundation 219 South Washington Street Easton MD 21601 521703242 Fundraising MD 501(c)(3) 11D SHS true Memorial Hospital Foundation Inc 219 South Washington Street Easton MD 21601 521282080 Fundraising MD 501(c)(3) 11A SHS 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 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 513000 396000 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 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 PO Box 1109 GRAND CAYMAN CJ KY1-1102 980129232 Insurance CJ NA C Corp false 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 1.00000 true false true true false false false false false false true true true false true true true true true false Shore Clinical Foundation R 11287735 FMV Dorchester General Hospital Foundation c 159115 FMV Memorial Hospital Foundation c 767192 FMV Care Health Services N 355726 FMV