2017-05-10T15:52:12-05:00 2016-06-30 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2015-07-01 200065799 QUALITY HEALTH FOUNDATION INC QUAL 4108220697 28464 MARLBORO AVENUE EASTON MD 21601 REBECCA COMBS CHIEF FINANCIAL OFFICER 4108220697 2017-05-09 1 JULIA FLANNERY CPA P00928918 4102469300 2015 2021-01-29 14:40:06Z RONALD FORSYTHE 28464 MARLBORO AVENUE EASTON MD 21601 2639571 0 X WWW.QUALITYHEALTHFOUNDATION.ORG X 2001 MD THE QUALITY HEALTH FOUNDATION SUPPORTS ACTIVITIES THAT PROMOTE COMMUNITY HEALTH. SEE SCHEDULE O. THE QUALITY HEALTH FOUNDATION ALSO SUPPORTS ACTIVITES THAT ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS WHO ARE IN DEFINED COMMUNITIES OR MEMBERS OF VULNERABLE POPULATIONS. 9 9 0 0 0 0 250000 1000000 0 0 271341 106438 0 20271 521341 1126709 406000 412500 0 0 28968 29738 0 0 0 54230 54524 489198 496762 32143 629947 5101563 5628839 559764 506250 4541799 5122589 ASSESS THE EFFECTIVENESS AND EFFICIENCY OF HEALTH & HUMAN SERVICES. ASSIST HEALTH AND HUMAN SERVICE PROVIDERS IN IMPLEMENTING PROCESS IMPROVEMENT ACTIVITIES IN THEIR RESPECTIVE LOCATIONS OF CARE. 0 0 480818 412500 THE QUALITY HEALTH FOUNDATION, INC. MADE GRANTS TO VARIOUS HEALTHCARE ORGANIZATIONS WHICH SUPPORTED INNOVATIONS IN IMPROVING HEALTHCARE AND QUALITY OF LIFE FOR THE DEFINED COMMUNITIES AND THE GENERAL PUBLIC. 480818 1 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X REBECCA COMBS 4108220697 28464 MARLBORO AVENUE EASTON MD 21601 BRENDA CRABBS CO-CHAIR 0.20 0.20 X X 1050 1800 0 MARY B BURGOYNE MD CO-CHAIR 0.20 0.20 X X 1800 1800 0 LIZ FREELANDER SECRETARY 0.20 0.20 X X 1800 600 0 MICHAEL A MOSKEWICZ MD TREASURER 0.20 0.40 X X 1650 6550 0 ROGER C MERRILL MD DIRECTOR 0.20 0.20 X 750 6050 0 FADIA T SHAYA PHD DIRECTOR 0.20 0.00 X 1200 0 0 DOMINIC A SZWAJA DIRECTOR 0.20 0.00 X 1800 600 0 JEFFREY F TURNER DIRECTOR 0.20 1.20 X 1800 15850 0 MARGUERITE E WALSH DIRECTOR 0.20 0.40 X 1500 3475 0 FREDIA WADLEY CEO-QHS 1.00 50.00 X 0 303902 6980 RONALD FORSYTHE CEO-QHS 1.00 51.00 X 0 274380 34207 REBECCA COMBS CFO-QHS 1.00 51.00 X 0 211695 21587 13350 826702 62774 0 0 1 0 0 1000000 1000000 161079 161079 1458221 1512862 -54641 -54641 -54641 OTHER INCOME 900099 20271 20271 20271 1126709 0 0 126709 412500 412500 13350 13350 16388 16388 8693 8693 1033 1033 2676 2584 92 24462 24462 2690 1808 882 2096 2096 12874 12874 496762 480818 15944 0 1168303 158236 250000 3404351 3177231 278909 1301006 0 992366 5101563 5628839 558208 506250 1556 0 559764 506250 X 4541799 5122589 4541799 5122589 5101563 5628839 629947 -49157 0 X 0 1 X 1 0 X 350000 1618750 1500000 250000 1000000 4718750 350000 1618750 1500000 250000 1000000 4718750 4718750 66412 75134 127690 151357 161079 581672 20271 20271 5320693 0.88690 0.91060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 0 0 0 0 496762 77987422 496762 77987422 99352 1000000 24838 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 36712 36712 73424 250000 250000 250000 250000 1000000 1500000 18356 18356 36712 0 VANGUARD VALUE INDEX FUND ADMIRAL SHARES 288704 F WASHINGTON MUTUAL INVESTORS FUND CLASS F-2 283264 F VANGUARD REIT INDEX FUND ADMIRAL SHARES 403598 F PIMCO LOW DURATION FUND INSTITUTIONAL CL 325440 F 1301006 DUE FROM AFFILIATE 992366 992366 X 79480118 -49157 79557217 79508060 -27942 1154651 1154651 1126709 76832771 77490660 77490660 -657889 1154651 1154651 496762 PART X, LINE 2: THE COMPANY FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE COMPANY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE THAN LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION CLASSIFICATION, INTEREST, PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED THE COMPANY'S TAX POSITIONS AND HAS CONCLUDED THAT THE COMPANY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION OF THIS GUIDANCE. THE COMPANY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO JUNE 30, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 79,557,217. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS 1,154,651. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM AFFILIATES INCLUDED ON CONSOLIDATED FINANCIAL STATEMENTS 77,490,660. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS 1,154,651. 1 ACCESS CARROLL INC 10 DISTILLERY DRIVE SUITE 200 WESTMINSTER MD 21157 202146701 501(C)(3) 25000 GENERAL SUPPORT ASPIRE COUNSELING 16220 FREDERICK ROAD SUITE 502 GAITHERSBURG MD 20877 521120638 501(C)(3) 25000 GENERAL SUPPORT CALVARY WOMEN'S SERVICES 1217 GOOD HOPE ROAD SE WASHINGTON DC 20020 521307706 501(C)(3) 25000 GENERAL SUPPORT CHANNEL MARKER INC 8626 BROOKS DRIVE UNIT 304 EASTON MD 21601 521244067 501(C)(3) 25000 GENERAL SUPPORT CHESAPEAKE COLLEGE FOUNDATION PO BOX 8 WYE MILLS MD 21679 521104909 501(C)(3) 15000 GENERAL SUPPORT COMMUNITY MINISTRIES OF ROCKVILLE 1010 GRANDIN AVENUE SUITE A-1 ROCKVILLE MD 20851 520910334 501(C)(3) 25000 GENERAL SUPPORT DEAFMD COMMUNITY FOUNDATION OF CARROLL COUNTY INC 255 CLIFTON BLVD SUITE 313 WESTMINSTER MD 21157 521865244 501(C)(3) 20000 GENERAL SUPPORT HELP AND OUTREACH POINT OF ENTRY 129 BROAD STREET SALISBURY MD 21801 260756910 501(C)(3) 40000 GENERAL SUPPORT LUTHERAN SOCIAL SERVICES 4406 GEORGIA AVE NW WASHINGTON DC 20011 530207407 501(C)(3) 30000 GENERAL SUPPORT MARYLAND FOUNDATION OF DENTISTRY FOR THE HANDICAPPED 8901 HERRMANN DRIVE COLUMBIA MD 21045 521962484 501(C)(3) 35000 GENERAL SUPPORT MISSION OF MERCY 22 S MARKET STREET SUITE 6D FREDERICK MD 21701 860704883 501(C)(3) 25000 GENERAL SUPPORT SALISBURY UNIVERSITY 1101 CAMDEN AVENUE SALISBURY MD 21801 526002033 501(C)(3) 40000 GENERAL SUPPORT SAMARITAN HOUSE 2610 GREENBRIAR LANE ANNAPOLIS MD 21401 520911696 501(C)(3) 15000 GENERAL SUPPORT SMITH CENTER FOR HEALING & THE ARTS 1632 U STREET NW WASHINGTON DC 20009 521977976 501(C)(3) 25000 GENERAL SUPPORT UNNIVERSITY OF MARYLAND MEDICAL SYSTEM 737 W LOMBARD STREET BALTIMORE MD 21201 522238893 501(C)(3) 30000 GENERAL SUPPORT SOCIETY OF ST VINCENT DEPAUL 27913 PEACH ORCHARD ROAD EASTON MD 21601 135562362 501(C)(3) 11000 GENERAL SUPPORT 16 0 PART I, LINE 2: UPON AWARD, 25% OF THE GRANT IS DISBURSED. IN NOVEMBER AND FEBRUARY QUARTERLY REPORTS ARE REQUIRED. AFTER REVIEW AND ACCEPTANCE, AN ADDITIONAL 25% IS DISBURSED EACH OF THESE TIMES. A QUARTERLY REPORT IS REQUIRED IN APRIL WHICH HAS NO DISBURSEMENT ATTACHED. A FINAL REPORT IS DUE IN JULY AND ONCE ACCEPTED, THE FINAL 25% IS DISBURSED. 1 0 0 0 0 0 0 0 0 FREDIA WADLEY CEO-QHS 0 127902 0 0 0 176000 0 6788 0 192 0 310882 0 0 RONALD FORSYTHE CEO-QHS 0 274380 0 0 0 0 0 25936 0 8271 0 308587 0 0 REBECCA COMBS CFO-QHS 0 211695 0 0 0 0 0 20489 0 1098 0 233282 0 0 PART I, LINE 4A FREDIA WADLEY RECEIVED A CONFIDENTIAL SEVERANCE AGREEMENT DURING THE 2015 CALENDAR YEAR. THE SEVERANCE AMOUNT IS LISTED IN PART II, COLUMN BIII AND THE TERMS AND CONDITIONS ARE AVAILABLE TO THE IRS UPON REQUEST. SCHEDULE J, PART I, LINE 3 A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE WAS USED BY QUALITY HEALTH STRATEGIES, A RELATED 501(C)(3) ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT FUNCTIONS, SUCH AS FINANCE, HUMAN RESOURCES, INFORMATION TECHNOLOGY, CONTRACTS, AND BUSINESS DEVELOPMENT, ARE PERFORMED BY QUALITY HEALTH STRATEGIES, INC., THE SOLE MEMBER OF QUALITY HEALTH FOUNDATION, INC.. IN ADDITION, THE ORGANIZATION'S CEO IS ALSO THE CEO OF QUALITY HEALTH STRATEGIES, INC. FORM 990, PART VI, SECTION A, LINE 6 QUALITY HEALTH STRATEGIES, INC. IS THE SOLE MEMBER OF QUALITY HEALTH FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A QUALITY HEALTH STRATEGIES, INC. HAS THE RIGHT TO APPOINT AND ELECT ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF QUALITY HEALTH STRATEGIES, INC. APPROVES ALL BOARD MEMBER RECOMMENDATIONS MADE BY THE BOARD OF QUALITY HEALTH FOUNDATION,INC. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 DATA IS PREPARED BY THE FINANCE DEPARTMENT OF THE COMPANY AND INPUT INTO OUR INDEPENDENT AUDITOR'S TEMPLATE FOR PREPARATION OF THE 990. THE CHIEF FINANCIAL OFFICER REVIEWS THE DATA INPUT INTO THE TEMPLATE PRIOR TO BEING SENT TO THE INDEPENDENT AUDITORS. THE INDEPENDENT AUDITORS PREPARE THE FORM 990 AND SEND THE FIRST DRAFT TO THE CFO FOR REVIEW, COMMENT OR ANY CHANGES. IF ANY CHANGES, THEY ARE SENT TO THE INDEPENDENT AUDITORS FOR CHANGE. A SECOND DRAFT IS PREPARED AND SENT TO THE CFO, WHO DISSEMINATES TO THE CEO AND THE BOARD OF DIRECTORS FOR THEIR REVIEW, COMMENT & CHANGES. IF NO CHANGES, THEN THE 2ND DRAFT IS CONSIDERED FINAL AND IS THE VERSION FILED WITH THE IRS. IF CHANGES, THEN THE CHANGES ARE COMPLETED, THE REVISED 990 IS DISSEMINATED TO THE CEO AND BOARD OF DIRECTORS ELECTRONICALLY OR IN PAPER FORM PRIOR TO FILING. THE RETURN IS THEN FILED ELECTRONICALLY WITH THE IRS BY THE INDEPENDENT AUDITOR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS PARTICIPATES IN ANNUAL COMPLIANCE TRAINING AND CONFLICT OF INTEREST TRAINING GIVEN BY THE COMPLIANCE OFFICER. EACH BOARD MEMBER, THE CEO, AND CFO ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. THERE MAY BE A MATTER WHERE A MEMBER, OR A MEMBER OF THE MEMBER'S FAMILY, MAY HAVE A MATERIAL PERSONAL INTEREST IN A TRANSACTION OR COURSE OF ACTION IN WHICH QHF IS, OR MAY BE, INVOLVED. IN SUCH CIRCUMSTANCES, THE MEMBER SHALL NOT PARTICIPATE IN THE VOTING UPON, OR DISCUSSION OF, THE MATTER EXCEPT UNDER THE FOLLOWING CIRCUMSTANCES: 1. A REQUEST TO PARTICIPATE IS MADE TO THE COMPLIANCE COMMITTEE ALONG WITH FULL DISCLOSURE OF THE POTENTIAL CONFLICT AND ALL RELEVANT FACTS; AND 2. THE COMPLIANCE COMMITTEE DETERMINES THAT A MATERIAL PERSONAL INTEREST IS NOT INVOLVED; AND 3. THE BOARD IS FULLY ADVISED OF THE COMPLIANCE COMMITTEE'S DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 CONSISTENT WITH SARBANES OXLEY, QUALITY HEALTH FOUNDATION'S PARENT ORGANIZATION, QUALITY HEALTH STRATEGIES, INC.'S BOARD OF DIRECTORS APPOINTS A COMMITTEE TO OBTAIN AND ANALYZE A COMPENSATION SURVEY FOR THE CEO AND C-SUITE OFFICERS. FOR OTHER VICE PRESIDENTS, THE VICE PRESIDENT OF HUMAN RESOURCES OBTAINS THE SURVEY AND DISCUSSES WITH THE CEO. THE QHS BOARD COMMITTEE RESERVES THE RIGHT TO REVIEW THE VICE PRESIDENT COMPENSATION ANALYSIS. QHF DOES NOT COMPENSATE IT'S CEO OR OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). QUALITY HEALTH STRATEGIES INC 28464 MARLBORO AVENUE EASTON MD 21601 263670453 HOLDING COMPANY MD 501(C)(3) LINE 11B, II N/A 0 DELMARVA FOUNDATION OF THE DISTRICT OF COLUMBIA INC 28464 MARLBORO AVENUE EASTON MD 21601 522334320 HEALTH ASSESSMENT DC 501(C)(3) LINE 7 QUALITY HEALTH STRATEGIES INC 0 DELMARVA FOUNDATION FOR MEDICAL CARE INC 28464 MARLBORO AVENUE EASTON MD 21601 521000082 HEALTH ASSESSMENT MD 501(C)(3) LINE 7 QUALITY HEALTH STRATEGIES INC 0 HEALTH INTEGRITY LLC 28464 MARLBORO AVENUE EASTON MD 21601 203796994 HEALTH ASSESSMENT MD 501(C)(3) LINE 9 QUALITY HEALTH STRATEGIES INC 0 HEALTH WATCH INC 28464 MARLBORO AVENUE EASTON MD 21601 521798961 PATIENT SAFETY PRODUCTS & SERVICES MD N/A C 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 DELMARVA FOUNDATION FOR MEDICAL CARE INC 28464 MARLBORO AVENUE EASTON MD 21601 521000082 X 0 0 0 20387176 20387176 1000000 250000 0 0 0 QUALITY HEALTH STRATEGIES INC 28464 MARLBORO AVENUE EASTON MD 21601 263670453 0 0 0 905982 905982 160897 40224 0 0 0 DELMARVA FOUNDATION OF THE DISTRICT OF COLUMBIA INC 28464 MARLBORO AVENUE EASTON MD 21601 522334320 X 0 0 0 0 0 0 0 0 0 0 QUALITY HEALTH FOUNDATION INC 28464 MARLBORO AVENUE EASTON MD 21601 200065799 X 0 0 0 496762 496762 99352 24838 0 0 0 HEALTH INTEGRITY LLC 28464 MARLBORO AVENUE EASTON MD 21601 203796994 0 0 0 56197502 56197502 1000000 250000 0 0 0