UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (EIN 52-1362793)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201501329349301620
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T10:17:31-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521362793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % S MICHELLE LEE | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4103281375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 South Greene Street | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY J FRANEY | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 4103281375 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK D GIARDINI | PreparerPersonNm |
| PTIN | P00532355 | PTIN |
| Phone | 4103281375 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Chrencik | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W Pratt St | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,054,529,926 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.umms.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | UMMS PROVIDES A VARIETY OF INPATIENT/ OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 10514 | TotalEmployeeCnt |
| Total Volunteers | 976 | TotalVolunteersCnt |
| Total Gross UBI | $722,768 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$172,044 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,002,747 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,974,136 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,546,907,736 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,769,658,811 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,854,022 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,306,526 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,644,589 | PYOtherRevenueAmt |
| CY Other Revenue | $33,327,555 | CYOtherRevenueAmt |
| PY Total Revenue | $1,607,701,050 | PYTotalRevenueAmt |
| CY Total Revenue | $1,824,267,028 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $261,219 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $438,045 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $718,577,248 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $812,125,038 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $889,728,325 | PYOtherExpensesAmt |
| CY Other Expenses | $993,952,293 | CYOtherExpensesAmt |
| PY Total Expenses | $1,608,566,792 | PYTotalExpensesAmt |
| CY Total Expenses | $1,806,515,376 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$865,742 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,751,652 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,831,661,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,244,090,766 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,815,324,769 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,066,674,817 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,016,336,954 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,177,415,949 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UMMS PROVIDES A VARIETY OF INPATIENT/OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SERVICES PROVIDED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Activity | 900099 | ActivityCd |
| Expense | $1,583,469,880 | ExpenseAmt |
| Grant | $438,045 | GrantAmt |
| Revenue | $1,785,039,271 | RevenueAmt |
| Desc | UMMS, A PRIVATE, NON-PROFIT HEALTH SYSTEM, CONSISTS OF 13 HOSPITALS - THE UNIVERSITY OF MARYLAND MEDICAL CENTER (UMMC), THE ACADEMIC HUB - AND THE 12 COMMUNITY AND SPECIALTY HOSPITALS THROUGHOUT THE STATE OF MARYLAND. UMMC IS A NATIONAL AND REGIONAL REFERRAL CENTER FOR TRAUMA, CANCER CARE, NEUROCARE, CARDIAC CARE AND HEART SURGERY, WOMEN'S AND CHILDREN'S HEALTH AND ORGAN TRANSPLANTS. IT HAS ONE OF THE MOST TECHNOLOGICALLY ADVANCED OPERATING ROOM FACILITIES AND IS INTERNATIONALLY RECOGNIZED FOR ITS LEADERSHIP IN DEVELOPING AND PERFORMING MINIMALLY INVASIVE SURGICAL PROCEDURES. UMMS PROVIDES CHARITY CARE TO PATIENTS UNABLE TO PAY. CHARITY CARE FOR THE YEAR ENDED 6/30/2014 IS APPROXIMATELY $46,233,967 AT COST. | Desc |
| Total Program Service Expenses | $1,583,469,880 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 863 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10514 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S MICHELLE LEE | PersonNm |
| Phone | 4103281376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 WEST PRATT ST SUITE 1400 | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GEORGES C BENJAMIN MD | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN A BURCH ESQ | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| DELEGATE MICHAEL E BUSCH | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P COALE ESQ | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ATWOOD COLLINS III | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| GILBERTO DE JESUS ESQ | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE DEJULIUS | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN W DILLON | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN H FLEISCHMANN | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| WAYNE L GARDNER SR | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE MICHAUX GONZALES ESQ | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY P GOSSETT | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROOMINA ANWER HASAN MD | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ORLAN M JOHNSON ESQ | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SENATOR EDWARD KASEMEYER | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SENATOR FRANCIS X KELLY | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| BELKIS LEONG-HONG | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SARA A MIDDLETON | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN B O'CONNOR | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT L PEVENSTEIN | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| D BRUCE POOLE ESQ | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SENATOR CATHERINE E PUGH | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES T SMITH JR | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| WALTER A TILLEY JR | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SENATOR JOSPEH D TYDINGS | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| R ALLEN BUTLER | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| LOUIS L ZAGARINO | |||||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A CHRENCIK | |||||||||
| PRESIDENT AND CEO | 40.0 | $1,735,933 | $0 | $246,647 | 10.0 | Yes (X) | |||
| HENRY J FRANEY | |||||||||
| CFO- UMMS/TREASURER | 40.0 | $1,022,061 | $0 | $20,501 | 10.0 | Yes (X) | |||
| MEGAN M ARTHUR | |||||||||
| SVP & GEN COUNSEL/ SEC'TY | 40.0 | $594,774 | $0 | $23,876 | 10.0 | Yes (X) | |||
| JEFFERY A RIVEST | |||||||||
| PRESIDENT & CEO - UMMC | 40.0 | $1,116,114 | $0 | $19,639 | 10.0 | Yes (X) | |||
| LISA C ROWEN | |||||||||
| SVP & CNO - UMMC | 40.0 | $509,612 | $0 | $24,883 | 10.0 | Yes (X) | |||
| WALTER ETTINGER | |||||||||
| SVP & CMO - UMMS | 40.0 | $236,682 | $0 | $37,411 | 10.0 | Yes (X) | |||
| JON P BURNS | |||||||||
| SVP & CIO | 40.0 | $515,402 | $0 | $20,426 | 10.0 | Yes (X) | |||
| GLENN F ROBBINS | |||||||||
| SVP & CMO | 40.0 | $1,836,993 | $0 | $18,454 | 10.0 | Yes (X) | |||
| JONATHAN E GOTTLIEB | |||||||||
| SVP & CMO | 40.0 | $650,066 | $0 | $91,456 | 10.0 | Yes (X) | |||
| KEITH D PERSINGER | |||||||||
| SVP & CFO UMMC | 40.0 | $690,305 | $0 | $16,412 | 10.0 | Yes (X) | |||
| JOHN W ASHWORTH III | |||||||||
| SVP NETWORK DEVELOPMENT | 40.0 | $527,667 | $0 | $20,501 | 10.0 | Yes (X) | |||
| CANDY J KNOWLES | |||||||||
| VP - HR | 40.0 | $524,791 | $0 | $10,978 | 10.0 | Yes (X) | |||
| GERALD L WOLLMAN | |||||||||
| SVP - CORPORATE OPS | 40.0 | $631,350 | $0 | $24,883 | 10.0 | Yes (X) | |||
| MARK KELEMEN | |||||||||
| CHIEF MEDICAL INFO OFFICER | 40.0 | $456,862 | $0 | $24,883 | 10.0 | Yes (X) | |||
| ALISON G BROWN | |||||||||
| SVP PLANNING & MARKETING | 40.0 | $538,024 | $0 | $24,883 | 10.0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $11,586,636 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $625,833 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 785 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Whiting Turner Contracting Comp | |||||
| 300 East Joppa Road | TOWSON | MD | 21286 | General Contractors | $18,547,350 |
| EPIC Systems Corporation | |||||
| 1979 Milky Way | VERONA | WI | 53593 | Healthcare IT | $11,371,277 |
| Jeffrey Brown Contracting LLC | |||||
| 400 East Joppa Road | TOWSON | MD | 21286 | General Contractors | $6,843,783 |
| Deloitte Consulting LLP | |||||
| 100 South Charles Street | BALTIMORE | MD | 21201 | Consulting Svcs. | $5,717,846 |
| Aramark Healthcare | |||||
| 1101 Market Street | PHILADELPHIA | PA | 19107 | Food SVC | $4,989,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 250 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $8,974,136 | RelatedOrganizationsAmt |
| Government Grants | $3,000,000 | GovernmentGrantsAmt |
| Total Contributions | $11,974,136 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | $1,725,367,712 | $1,725,094,500 | $273,212 |
| PHARMACY | 900099 | $44,291,099 | $44,176,667 | $114,432 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,769,658,811 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,241,202 | TotalRevenueColumnAmt |
| Exclusion | $4,241,202 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,895,028 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,770,628 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,124,400 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,124,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,368,370 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,569 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,702,501 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $233,557,594 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $228,492,270 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,065,324 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,065,324 | TotalRevenueColumnAmt |
| Exclusion | $5,065,324 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| MEDICARE & MEDICAID MEANINGFUL USE INCENTIVE | $7,962,330 | $7,962,330 | ||
| CAFETERIA | $3,163,264 | $3,163,264 | 900099 | |
| INCOME FROM JOINT VENTURE | $7,361,091 | $924,438 | 900099 | $6,436,653 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,716,470 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,349,702 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $281,555 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,085,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,203,155 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,824,267,028 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,785,039,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $722,768 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,530,893 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,045 | TotalAmt |
| Program Services | $438,045 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,619,386 | TotalAmt |
| Program Services | $9,992,672 | ProgramServicesAmt |
| Management And General | $1,626,714 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,438,638 | TotalAmt |
| Program Services | $562,276,662 | ProgramServicesAmt |
| Management And General | $97,161,976 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,055,054 | TotalAmt |
| Program Services | $15,667,131 | ProgramServicesAmt |
| Management And General | $4,387,923 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,297,630 | TotalAmt |
| Program Services | $65,078,595 | ProgramServicesAmt |
| Management And General | $10,219,035 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,714,330 | TotalAmt |
| Program Services | $38,940,324 | ProgramServicesAmt |
| Management And General | $6,774,006 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,775,273 | TotalAmt |
| Program Services | $2,247,971 | ProgramServicesAmt |
| Management And General | $527,302 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,541 | TotalAmt |
| Management And General | $1,346,541 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,987,093 | TotalAmt |
| Program Services | $2,606,117 | ProgramServicesAmt |
| Management And General | $1,380,976 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,808 | TotalAmt |
| Management And General | $130,808 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,917,335 | TotalAmt |
| Program Services | $133,336,426 | ProgramServicesAmt |
| Management And General | $22,580,909 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,208,357 | TotalAmt |
| Program Services | $2,532,487 | ProgramServicesAmt |
| Management And General | $4,675,870 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,422,847 | TotalAmt |
| Program Services | $8,960,801 | ProgramServicesAmt |
| Management And General | $1,462,046 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,054,313 | TotalAmt |
| Program Services | $28,704,563 | ProgramServicesAmt |
| Management And General | $5,349,750 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,679,410 | TotalAmt |
| Program Services | $15,912,130 | ProgramServicesAmt |
| Management And General | $2,767,280 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,046,490 | TotalAmt |
| Program Services | $899,981 | ProgramServicesAmt |
| Management And General | $146,509 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,298 | TotalAmt |
| Program Services | $337,376 | ProgramServicesAmt |
| Management And General | $54,922 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,694,338 | TotalAmt |
| Program Services | $33,961,747 | ProgramServicesAmt |
| Management And General | $3,732,591 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,668,101 | TotalAmt |
| Program Services | $79,043,335 | ProgramServicesAmt |
| Management And General | $13,624,766 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,787,856 | TotalAmt |
| Program Services | $29,269,574 | ProgramServicesAmt |
| Management And General | $4,518,282 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $106,434,845 | $106,434,845 | |
| MEDICAL SUPPLIES | $361,291,915 | $346,213,538 | $15,078,377 |
| UTILITIES | $32,605,959 | $20,806,073 | $11,799,886 |
| PURCHASED SERVICES | $60,780,767 | $49,823,985 | $10,956,782 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,727,747 | TotalAmt |
| Program Services | $29,985,502 | ProgramServicesAmt |
| Management And General | $2,742,245 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806,515,376 | TotalAmt |
| Program Services | $1,583,469,880 | ProgramServicesAmt |
| Management And General | $223,045,496 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,014,528 | BOYAmt |
| EOY | $123,262,145 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,013 | BOYAmt |
| EOY | $576,603 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,704,699 | BOYAmt |
| EOY | $196,319,650 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,813,170 | BOYAmt |
| EOY | $2,734,105 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,709,638 | BOYAmt |
| EOY | $29,585,325 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,259,492 | BOYAmt |
| EOY | $8,310,507 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,032,325,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $930,943,160 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,023,744,490 | BOYAmt |
| EOY | $1,101,382,026 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,770,000 | BOYAmt |
| EOY | $234,828,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,788,735 | BOYAmt |
| EOY | $126,987,769 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,846,364 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,072,650,594 | BOYAmt |
| EOY | $1,420,104,636 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,831,661,723 | BOYAmt |
| EOY | $3,244,090,766 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,705,556 | BOYAmt |
| EOY | $295,461,886 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,338 | BOYAmt |
| EOY | $125,419 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $891,132,419 | BOYAmt |
| EOY | $1,109,015,207 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,580,855 | BOYAmt |
| EOY | $248,904,469 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,763,601 | BOYAmt |
| EOY | $413,167,836 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,815,324,769 | BOYAmt |
| EOY | $2,066,674,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $936,658,016 | BOYAmt |
| EOY | $952,985,876 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,266,352 | BOYAmt |
| EOY | $222,741,334 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,586 | BOYAmt |
| EOY | $1,688,739 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,336,954 | BOYAmt |
| EOY | $1,177,415,949 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,831,661,723 | BOYAmt |
| EOY | $3,244,090,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $17,751,652 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,576,709 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $113,750,634 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $130,808 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $130,808 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other Activities | FormAndLineReferenceDesc |
| Explanation | Schedule C, Part II-B, Line 1i The organization does not engage in any direct lobbying activities. The organization pays membership dues to the Maryland Hospital Association (MHA) and the American Hospital Association (AHA). MHA and AHA engage in many support activities including lobbying and advocating for their member hospitals. The MHA and AHA reported that 6.22% and 23.65% of member dues were used for lobbying purposes and as such, the organization has reported this amount on Schedule C Part IV as lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,262,454 | OtherCostOrOtherBasisAmt |
| Book Value | $87,262,454 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,114,674,932 | OtherCostOrOtherBasisAmt |
| Depreciation | $441,059,415 | DepreciationAmt |
| Book Value | $673,615,517 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,834,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,804,007 | DepreciationAmt |
| Book Value | $3,030,480 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $675,965,199 | OtherCostOrOtherBasisAmt |
| Depreciation | $486,387,709 | DepreciationAmt |
| Book Value | $189,577,490 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,588,114 | OtherCostOrOtherBasisAmt |
| Depreciation | $692,029 | DepreciationAmt |
| Book Value | $147,896,085 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,101,382,026 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (11 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ECONOMIC INTEREST IN ASSETS OF | $202,189,159 |
| DEFERRED FINANCING COSTS | $9,443,485 |
| ASSETS WHOSE USE IS LIMITED | $253,282,967 |
| INVESTMENT IN SUBSIDIARIES | $660,314,671 |
| OTHER RECEIVABLES | $279,761,345 |
| DUE FROM AFFILIATES - NOTES RE | -$39,673,858 |
| ECONOMIC INT IN FOUNDATION | $9,502,627 |
| LIMITED USE ASSET - DEBT SERVI | $29,863,074 |
| LIMITED USE ASSET- MALPRACTICE | $5,899,781 |
| LONG TERM INVESTMENT- MRI | $6,815,659 |
| OTHER | $2,705,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,420,104,636 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES FROM 3RD PARTY PAYORS | $83,564,254 |
| DUE TO AFFILIATE | $38,005,580 |
| OTHER MALPRACTICE | $6,995,159 |
| OTHER LIABILITIES | $133,120,401 |
| INT RATE SWAPS MARK TO MARKET | $148,097,217 |
| RETIRE PENSION | $3,385,225 |
| ACCRUED WAGES | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $413,167,836 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X | FormAndLineReferenceDesc |
| Explanation | FIN 48 FOOTNOTE PER AUDIT REPORT The University of Maryland Medical System 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $94,000,304 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $94,000,304 | SubtotalSpentAmt |
| Total Spent | $94,000,304 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $46,233,978 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $46,233,978 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02720 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $46,233,978 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $46,233,978 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02720 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,910,941 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,736,082 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,174,859 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00300 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $126,847,224 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $126,847,224 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07460 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $35,795,325 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,551,406 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $23,243,919 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01370 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $813,250 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $191,424 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $621,826 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $385,336 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $385,336 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $170,752,076 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $14,478,912 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $156,273,164 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09190 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $216,986,054 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $14,478,912 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $202,507,142 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11910 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,996 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $13,996 | NetCommunityBenefitExpnsAmt |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $69,700 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $69,700 | NetCommunityBenefitExpnsAmt |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $104,567 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $104,567 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $79,304 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $79,304 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $291,777 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $80,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $211,777 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $559,344 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $80,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $479,344 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $75,844,405 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $496,795,912 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $397,098,633 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $99,697,279 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Childrens HospitalChildrensHospitalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|
| University of Maryland Hospital | ||||||||||
| 1 | 22 S Greene Street | Baltimore | MD | 21201 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A |
| UMMS St Joseph Medical Center LLC | ||||||||||
| 2 | 250 West Pratt Street | Baltimore | MD | 21201 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (2 entries)
| FacilityFacilityNum | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Rpt Available Upon RequestRptAvailableUponRequestInd | Adopt Implementation StrategyAdoptImplementationStrategyInd | Exec Implementation StrategyExecImplementationStrategyInd | Develop Community Wide PlanDevelopCommunityWidePlanInd | Exec Community Wide PlanExecCommunityWidePlanInd | Include Operational PlanIncludeOperationalPlanInd | Adopt BudgetAdoptBudgetInd | Prioritize Health NeedsPrioritizeHealthNeedsInd | Prioritize ServicesPrioritizeServicesInd | All Needs AddressedAllNeedsAddressedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Used Deter Elig Free CareFPGUsedDeterEligFreeCareInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Used Determ Elig Dscnt CareFPGUsedDetermEligDscntCareInd | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Explained BasisExplainedBasisInd | Income LevelIncomeLevelInd | Asset LevelAssetLevelInd | Medical IndigencyMedicalIndigencyInd | Insurance StatusInsuranceStatusInd | Uninsured DiscountUninsuredDiscountInd | Medicaid MedicareMedicaidMedicareInd | State RegulationStateRegulationInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | Posted On WebsitePostedOnWebsiteInd | Attached To InvoiceAttachedToInvoiceInd | Posted In Emergency RoomPostedInEmergencyRoomInd | Posted In Admission OfficePostedInAdmissionOfficeInd | Provided On AdmissionProvidedOnAdmissionInd | Available On RequestAvailableOnRequestInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified Before DischargeFAPNotifiedBeforeDischargeInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Maryland Hospital | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | http://umm.edu/ | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
| UMMS St Joseph Medical Center LLC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2 | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 12 | Yes (true) | Yes (true) | Yes (true) | Yes (X) | http://www.stjosephtowson.com/ | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | false | false | Yes (true) | Yes (true) | 200. | Yes (true) | 500. | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
Supplemental Information SupplementalInformationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| University of Maryland Hospital - 1 | Schedule H, Part V, Section B Line 20D - All patients are charged state regulated rates, regardless of their ability to pay. Line 22 - 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). |
| UMMS St. Joseph Medical Center, LLC - 2 | Schedule H, Part V, Section B Line 20D - All patients are charged state regulated rates, regardless of their ability to pay. Line 22 - 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). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 5 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | FacilityFacilityTxt |
|---|---|---|---|---|
| UniversityCare Shipley's Choice | ||||
| 8601 Verterans Highway Ste 111 | Millersville | MD | 21108 | Healthcare Clinic |
| Univ Pediatric Specialists Bel Air | ||||
| N Park Center Unit 423 4C North A | Bel Air | MD | 21014 | Healthcare Clinic |
| UniversityCare Edmondson Village | ||||
| 4538 Edmondson Ave | Baltimore | MD | 21229 | Healthcare Clinic |
| UniversityCare Waxter Center | ||||
| 1000 Cathedral Street | Baltimore | MD | 21201 | Healthcare Clinic |
| Univ Specialists Shipley's Choice | ||||
| 8601 Verterans Highway Ste 110 | Millersville | MD | 21108 | Healthcare Clinic |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Related Organization Benefit Report | Schedule H, Part I, Line 6a An annual Community Benefit Report is prepared for each fiscal year ending June 30. This report is submitted to the Health Services Cost Review Commission (HSCRC), a state regulatory agency, by December 15 of each year. In addition, the annual Community Benefit Report is available upon request at the entity's corporate offices. |
| Costing Methodology | Schedule H, Part I, Line 7 Schedule H, 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. Schedule H, 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. Schedule H, Line 7f Column (c) - 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. Schedule H, Line 7f 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. |
| Community Building Activities - UMMSC | Schedule H, Part II University of Maryland Medical Center's community building activities promoted the health of the community it serves in many significant ways. Through its six strategic community outreach priorities identified in the Community Health Needs Assessment (CHNA) in FY'12, the medical center sponsors or supports a variety of programs and initiatives, a few of which include: a variety of health promotion initiatives targeting children, adults, and seniors, sponsorship of a weekly Farmer's Market, and several workforce development programs which promote minority youth in healthcare careers. Reach and effectiveness are measured to evaluate programming and the following is a summary of the past fiscal year's (FY'14- which includes part of calendar year 2013) impact. For FY'14, 44,407 individuals were served in the community through our Community Health Services including health fairs, screening events, immunization clinics, or specialized programs. Over 60 health fairs were hosted in the community, including participation in University of Maryland Medical System (UMMS) events drawing 1,000 individuals or more for four events held annually. As an example of effectiveness, UMMC tracks participant satisfaction and knowledge, attitudes, and beliefs (KAB) as an outcome measure of effectiveness for our larger health fairs. During our most recent health fair, 99 participants completed an evaluation before and after attending the health fair. Prior to attending the health fair, 66.3% of participants knew their blood pressure, and after attending the health fair, 94.9% of participants knew their blood pressure (z = 3.451, p <.01). In addition, prior to the health fair, 43.8% knew what their cholesterol number meant, and after the health fair 63.9% knew what their cholesterol reading meant (z = 2.061, p <.05). Knowledge of preventive cancer screenings showed changes in knowledge, but the changes were not statistically significant. Breast cancer screenings knowledge was 52.3% before the fair compared to 58.8%. Forty one percent knew how often cervical cancer screenings needed to be completed before the fair as compared to 52.4% after the fair. Additionally, 37.5% of respondents knew how often prostate screening was needed before the fair as compared to 42.9% knowing the correct screening after the fair, and knowledge on bowel cancer screening experienced a slight decrease in knowledge with 36.3% before the fair and 35% after the fair. Additional outcome measures were used to evaluate attitudes and anticipated behavior change and revealed the following results. Eighty percent of respondents stated that they learned new information at the fair, including 61.7% stated they would make a dietary behavior change as a result of the fair, and 80.6% stated they would make a physical activity behavior change as a result of the fair. In addition, 91% of respondents rated their overall satisfaction with the Fair as "Very Good or Excellent". Community Building Activities - UMSJMC Schedule H, Part II UM-St. Joseph Medical Center collaborates with over 30 groups, organizations and agencies outside the hospital to design and participate in initiatives that promote coalition building and community health improvement advocacy. These organizations include but are not limited to: Partners/Sites of Services: - Baltimore County Department of Aging - Calvert Hall High School - Catholic Charities - Catholic High School - Cristo Rey Jesuit High School - Department of Health and Mental Hygiene- Healthy Heart Beats at Govans Manor - Greetings & Readings Hunt Valley - Halstead Academy Elementary School - Health Park at Hereford - Hopkins Village - Marian House - McCormick & Co. - Mercy Ridge Retirement Community - Mt. Calvary AME- Biggest Loser Competition - Oak Crest Retirement Community - St. Joseph Parish Cockeysville - St. Michael the Archangel - Towson University - Towson Y - Wellwood International Elementary School Cancer specific collaboration: - Maryland Cancer Collaborative Steering Committee Representative/ Responsible for implementing the Maryland Cancer Control Plan - Maryland Patient Navigation Collaborative Leadership Committee Member - Baltimore County Cancer Coalition Member - Nueva Vida Cancer Support for Latinas/ Monthly Breast Screening - Mt. Calvary AME Church Educational Activities - University of MD. Outreach and Advocacy Coalition - American Cancer Society - GEDCO - Komen Disparities Conference for Community - Advanced Radiology Partnership to support the Monthly Breast Screening Program |
| Bad Debt Expense | Schedule H, Part III, Line 3 & 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. Medicare reimburses Maryland hospitals according to rates established by the HSCRC as long as the State continues to meet a two-part test. This two-part waiver test allows Medicare to participate in the Maryland system as long as two conditions are met. - all other payers participating in the system pay HSCRC set rates and - the rate of growth in Medicare payments to Maryland hospitals from 1981 to the present is not greater than the rate of growth in Medicare payments to hospitals nationally over the same time frame. |
| Medicare Cost Report | Schedule H, Part III, Line 8 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. Medicare reimburses Maryland hospitals according to rates established by the HSCRC as long as the State continues to meet a two-part test. This two-part waiver test allows Medicare to participate in the Maryland system as long as two conditions are met. - all other payers participating in the system pay HSCRC set rates and - the rate of growth in Medicare payments to Maryland hospitals from 1981 to the present is not greater than the rate of growth in Medicare payments to hospitals nationally over the same time frame. |
| Collection Practices | Schedule H, Part III, Line 9b The organization expects payment at the time the service is provided. Our policy is to comply with all state and federal law and third party regulations and to perform all credit and collection functions in a dignified and respectful manner. Emergency services will be provided to all patients regardless of ability to pay. Financial assistance is available for patients based on financial need as defined in the Financial Assistance Policy. The organization does not discriminate on the basis of age, race, creed, sex or ability to pay. Patients who are unable to pay may request a Financial Assistance application at any time prior to service or during the billing and collection process. The organization may request the patient to apply for Medical Assistance prior to applying for financial assistance. The account will not be forwarded for collection during the Medical Assistance application process or the Financial Assistance application process. |
| Community Health Care Needs Assessment - UMMSC | Schedule H, Part VI, Line 2 The University of Maryland Medical Center (UMMC) completed a comprehensive community health needs assessment using the Association for Community Health Improvement's (ACHI) 6-step Community Health Assessment Process as an organizing methodology/framework. The UMMC Community Empowerment Team (CET) served as the lead team to conduct the Community Health Needs Assessment (CHNA) in Fiscal Year 2012. The interdisciplinary UMMC CET adopted the following ACHI 6-step process to lead the assessment process and the additional 5-component assessment and engagement strategy was developed internally to lead the data collection and engagement methodology. Despite the larger regional patient mix, for purposes of community benefits programming and this report, the Community Benefit Service Area (CBSA) of UMMC is defined following the completion of our Community Health Needs Assessment in FY'12 using the following Baltimore City 10 zip codes of admissions: 21201 21223 21229 21230 21215 21216 21217 21218 21213 21225 UMMC does respond to community health issues outside of the primary CBSA as the need arises (i.e. Ebola preparedness, emergency & disaster preparedness for the region and state, etc.). The CBSA was identified and approved by the UMMC Community Empowerment Team (CET), then vetted through a University of Maryland Baltimore (UMB) Campus panel of experts. Once it was approved at that level on 6/14/12, the priorities were presented to Senior Leadership where they were approved on 6/26/12, and in turn by the Board on 6/28/12. Using the above frameworks, data was collected from multiple sources, groups, and individuals and integrated into a comprehensive document which was utilized at a retreat of the UMMC Community Empowerment Team. During that strategic planning retreat, priorities were identified using the collected data, then the priorities were validated by a panel of UMB Campus experts. UMMC used primary and secondary sources of data as well as quantitative and qualitative data and consulted with numerous individuals and organizations during the CHNA, including other University of Maryland Medical System (UMMS) Baltimore City-based hospitals (Kernan, Maryland General, and Mt Washington Pediatric Hospitals), 70 faith leaders, community leaders, community partners, the University of Maryland Baltimore (UMB) academic community, the general public, local health experts, and the Baltimore City Health Department. As an example, the Medical Center participates in a wide variety of local coalitions including, several sponsored by the Baltimore City Health Department, including the Cancer Coalition, Tobacco Coalition, Influenza Coalition as well as partners with many community-based organizations like American Cancer Society (ACS), Susan G. Komen Foundation, Ulman Foundation, American Diabetes Association (ADA), American Heart Association (AHA), B'More Healthy Babies, Text4baby, and Safe Kids, most of whom were included in the assessment. In addition, UMB campus experts were consulted and include: - Yvette Rooks, MD - Verlyn Warrington, MD, both from University of Maryland's Dept of Family Medicine and UM School of Medicine, - Dr. Pat McLaine, UM School of Nursing, - Bronwyn Mayden, MSW, Assistant Dean UM School of Social Work - Brian Sturdivant, UMB Director of Community Affairs UMMC co-sponsored a focus group of nearly 30 major community partners along with 2 other UMMS' hospitals (Maryland General and Mt Washington Pediatric Hospital. Representatives from a few of our community-based partners from the focus group included: - American Diabetes Association - Kathy Rogers, Executive Director - American Heart Association - American Cancer Society - Safe Kids Baltimore - Karen Hardingham, Lead Coordinator - Baltimore City Health Department - Baltimore City Dept of Parks & Recreation - JoAnn Cason - Living Legacy Foundation - Tyree Nutter, Transplant Coordinator - March of Dimes - Trauma Survivors Network - Tara Carlson, Manager - Ulman Foundation In addition, UMMC conducted a survey of nearly 900 Baltimore City residents during major health fairs. The US National Prevention Strategy, Healthy People 2020, the Maryland DHMH's State Health Improvement Plan (SHIP), Baltimore City Health Department's 2011 Neighborhood Profiles, and Healthy Baltimore 2015 were all also included to provide national and local context, prevalence date, and direction for the assessment. Additionally, UMMC 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. Social Determinants of Health (SDoH) Needs were also included in the CHNA. SDoH as defined by the World Health Organization (WHO) are the circumstances in which people live, grow, and work, which greatly determine an individual's health status (World Health Organization, 2008). At all levels of income, health and illness follow a social gradient: the lower the socioeconomic status, the lower the health status. Contributing to the major health needs of the CBSA, there are many significant SDoH which were identified (in no particular order), lack of fresh produce available (food deserts), limited transportation, unsafe housing, economic development, and literacy. Analysis of all quantitative and qualitative data described in the above sections identified these top six areas of need within Baltimore City. These top priorities represent the intersection of documented unmet community health needs and the organization's key strengths and mission. These priorities were identified and approved by the UMMC Community Empowerment Team, validated with the health experts from the UMB Campus Panel, and approved by UMMC leadership and the Board. 1. Obesity/Heart Disease/Diabetes & Cancer(Chronic Disease Prevention) 2. Maternal & Child Health 3. Workforce Development/Literacy 4. Violence Prevention 5. HIV Prevention/Influenza Prevention (Infectious Disease Prevention) 6. Access to Care (This topic is relevant to all of the above, so Access to Care is integrated into all of the topics by way of screenings and education) Based on the above assessment, findings, and priorities, the CET agreed to incorporate our identified priorities with Maryland's State Health Improvement Plan (SHIP). Using the SHIP as a framework, the following matrix was created to show the integration of our identified priorities and their alignment with the SHIP's Vision Areas. UMMC tracks the progress with long-term outcome objectives measured through the Maryland's Department of Health & Mental Hygiene (DHMH). Short-term programmatic objectives, including process and outcome measures are measured annually by UMMC for each priority areas through the related programming. Adjustments are made to annual plans as other issues emerge or through our annual program evaluation. In addition to the identified strategic priorities from the CHNA, UMMC employs the following prioritization framework which is stated in the UMMC Community Outreach Plan. Because the Medical Center, serves the region and state, priorities may need to be adjusted rapidly to address an urgent or emergent need in the community, (i.e. disaster response or infectious disease issue). The CHNA prioritized needs for the Sustained and Strategic Response Categories and the Rapid and Urgent Response Categories' needs will be determined on an as-needed basis. UMMC will provide leadership and support within the communities served at variety of response levels. Rapid and Urgent response levels will receive priority over sustained and strategic initiatives as warranted. - Rapid Response - Emergency response to local, national, and international disasters, i.e. Haiti disaster, weather disasters - earthquake, blizzards, terrorist attack - Urgent Response - Urgent response to episodic community needs, i.e. H1N1/ Flu response - Sustained Response - Ongoing response to long-term community needs, i.e. obesity and tobacco prevention education, health screenings, workforce development - Strategic Response - Long-term strategic leadership at legislative and corporate levels to leverage relationships to promote health-related policy or reform and build key networks Additional resources within the community who UMMC partners with on an ongoing basis to address the above priorities include: - Baltimore City Health Department (various coalitions) - Department of Health and Mental Hygiene (DHMH) - University of Maryland Midtown Campus (UMMS partner) - Mt Washington Pediatric Hospital (UMMS partner) - West Baltimore CARES (HEZ for West Baltimore) - American Heart Association - American Diabetes Association - American Cancer Society - University of Maryland Baltimore - Safe Kids Baltimore Several additional topic areas were identified by the CET during the FY'12 CHNA including: mental health, safe housing, transportation, and substance abuse. While the Medical Center wi |
| Community Health Care Needs Assessment - UMSJMC | Schedule H, Part VI, Line 2 UM-St. Joseph Medical Center has a robust Community Health Outreach department and an engaged and robust Cancer Outreach department. These two outreach services are directly involved with the organizations listed on page one of this narrative component and facilitate the inflow of information about emerging health care needs and they are key in helping develop responses to those health needs to which we are able to respond. In addition, the free clinic sponsored by UM-SJMC, St. Clare Medical Outreach (located in Lutherville), provides bilingual, primary care service to an Hispanic patient population coming partially from the City of Baltimore, but much more now the Hispanic community located in the Cockeysville and Hunt Valley area. St. Clare Medical Outreach continually provides real-time information on the health care needs of this community. Finally, our very low-cost obstetrical/gynecological service, Women's Health Associates, has for years provided excellent ob/gyn services to women of limited and no financial means. They also bring real-time information about changing health care needs and changing demographics of their patient population and with those inputs, UM-SJMC reviews and revises its strategies for responding to these health care needs. |
| Eligibility Education & FINANCIAL ASSISTANCE - UMMSC | Schedule H, Part VI, Line 3 University of Maryland Medical UMMS is committed to providing financial assistance to persons who have health care needs and are uninsured, underinsured, ineligible for a government program, or otherwise unable to pay, for medically necessary care based on their individual financial situation. 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 - Patient Handbook distributed to all patients - Brochures explaining financial assistance are made available in all patient care areas - Patient Information Sheets (available in English & Spanish) - Appearing in print media through local newspapers |
| Eligibility Education & FINANCIAL ASSISTANCE - UMSJMC | Schedule H, Part VI, Line 3 Our financial assistance policy and the communication about our financial assistance policy is regularly reviewed to make sure it is available to our patients in a variety of formats and that it is available in culturally/linguistically sensitive manner and at a reading comprehensive level appropriate to the population of our CBSA. The availability of financial assistance for patients who would otherwise be billed for services about their eligibility for assistance under federal, state or local government programs is communicated to patients in multiple ways: - At all our points of registration in the hospital (general registration, Emergency Department) and in our specialized service areas (Perinatal Center, Cancer Institute, etc.) large signs are posted informing the patient that if they face problems in paying for their care, they may apply for financial assistance. The phone number is posted for them to contact one of our financial counselors. - When patients are registering in the hospital for inpatient treatment or outpatient treatment, they are given the Patient Financial Information Sheet (Appendix III) that is printed on two sides in English and Spanish. This Patient Financial Information Sheet is available at every point of entrance to the hospital and every point of service delivery. It is also included in the patient information packet given to each patient. - When patients are inpatients and do not have any health insurance, one of our financial counselors visits them in their room and discusses with them availability of various government benefits such as Medicaid or state programs offering health care assistance and assists the patients with appropriate qualifications to apply. - When patients receive outpatient services and do not have any health insurance, the financial counselor sends them information about their potential eligibility for various government benefits such as Medicaid or state programs offering health care assistance, and invites them to call (Spanish and English-speaking financial counselors are available) to discuss applying for these programs. When a patient applies for financial assistance, our bilingual financial assistance counselor works with the patient to gather appropriate documents and submit their application for financial assistance. |
| Description of Community Served - UMMSC | Schedule H, Part VI, Line 4 Despite the larger regional patient mix, for purposes of community benefits programming and this report, the Community Benefit Service Area (CBSA) of UMMC is defined following the completion of our Community Health Needs Assessment in FY'12 using the following Baltimore City 10 zip codes of admissions: 21201, 21223, 21229, 21230, 21215, 21216, 21217, 21218, 21213, and 21225. Within these 10 zip codes, significant health disparities exist as a result of many factors. Community Benefit Service Area (CBSA) Target Population (# of people in target population, by sex, race, ethnicity, and average age) 363,636 Total Population of CBSA General Demographics of CBSA Gender 193,812 Female 169,824 Male Race 255,523 Black/African American 85, 268 White/Caucasian 9,117 Asian 1,129 American Indian/Alaska Nat 152 Native Hawaiian/Other Pacific 4,637 Other 7,810 Two/More Races Ethnicity 351,794 Non-Hispanic 11,842 Hispanic Average Age 37.52 years Median Household Income within the CBSA $34,675 Percentage of households with incomes below the federal poverty guidelines within the CBSA 17,054 Families for 21.41% Percentage of uninsured people within the CBSA 15.00% Percentage of Medicaid recipients within the CBSA. 36.8% Life Expectancy Balto City within the CBSA (including by race and ethnicity where data are available). All Races 73.9 years White/Caucasian 76.6 years Black/African American 72.3 years Mortality Rates within the CBSA (including by race and ethnicity where data are available). Total 7.5 White/Caucasian 8.6 Black/African American 6.5 Language Spoken at Home (5yrs and over) English 90% Spanish 4% French 1% All Other Combined 5% Social Determinants of Health (SDoH) The majority of the CBSA is in an identified food desert as identified in the 2012 Baltimore City Food Environment Map. Other key social determinants include high tobacco and alcohol store density, high prevalence of violence and crime, low high school graduation rates, and limited access to transportation. Data Sources: Baltimore City Health Department, Neighborhood Health Profiles, 2011 http://www.countyhealthrankings.org/app/maryland/2014/measure/factors/85/d ata http://dhmh.maryland.gov/vsa/Documents/12annual.pdf http://dhmh.maryland.gov/vsa/Documents/12annual.pdf |
| Description of Community Served - UMSJMC | Schedule H, Part VI, Line 4 The University of Maryland - St. Joseph Medical Center (UM-SJMC) is located in a northern suburb of Baltimore City, and draws patients from Franklinville, Westminster in the West, Aberdeen and Eastern Shore to the East, to the Pennsylvania line up the I-81 corridor including and Hanover, PA and as far south as Landsdowne. This is an area distinctive in the very broad range of populations it contains in terms of economic, ethnic/racial, and urban/rural considerations. In our Community Benefit Service Area (CBSA) (shaped by the zip codes of the patients who received charity care from UM-SJMC in the last year) the demographic breakdown is as follows: Total Population: 817,455 Persons Under 18: 21.7% Persons Over 65: 15.1% Female: 52.7% Median age: 39 years Median Household Income within the CBSA - $65,411 Available detail on race, ethnicity, and language within CBSA. White: 64.8% Black/African American: 27.0% Hispanic/Latino: 4.6% Asian alone: 5.4% Two or more races: 2.2% Language other than English spoken at home: 12.6% Percentage of households within the CBSA with incomes below the federal poverty guidelines within the CBSA - 5.4% Percentage of Medicaid Recipients in service area: 12% (Maryland overall - 15%) Other hospitals serving the population within our general service area: Greater Baltimore Medical Center, Franklin Square Hospital, Good Samaritan Hospital, Sinai Hospital Within our service area the Hispanic/Latino population in our service area has the lowest rate of being insured and a pattern of unmet health care needs. |
| Promoting the Health of the Community - UMMSC | Schedule H, Part VI, Line 5 The strategic priorities identified in the FY12 Community Health Needs Assessment are again as follows: - Obesity/Heart Disease/Diabetes & Cancer(Chronic Disease Prevention) - Maternal & Child Health - Workforce Development/Literacy - Violence Prevention - HIV Prevention/Influenza Prevention (Infectious Disease Prevention) - Access to Care (This topic is relevant to all of the above, so Access to Care is integrated into all of the topics by way of screenings and education) Programming and initiatives are developed within each of these strategic priorities. Initiative 1 Obesity/CV Disease/Diabetes Identified Need: 68% of Balto City adults are either overweight or obese. Heart Disease is the 1st leading cause of death, Stroke is the 3rd leading cause of death, and Diabetes is the 7th leading cause of death in Balto City. Food deserts exist in half of the targeted zips. Hospital Initiatives: Take a Loved One Health Fair (TALO), Mobile Van Screenings, Farmers Market, Kids to Farmers Market, Diabetes Prevention Program Primary Objective: 1) Provide risk assessments, cholesterol and BP screenings at numerous health events to increase public awareness of key health indicators - (Know Your Numbers campaign) 2) Provide education, information, and engaging activities to the public on healthy lifestyle behaviors to minimize the risk of heart disease and diabetes. Single or Multi-Year Initiative Time Period: Multi- year initiatives since 2008; Ongoing Key Partners in Development and/or Implementation: UMMC partners with University of Maryland Baltimore, American Heart Association, American Diabetes Association, DHMH, Baltimore City Public Schools, Baltimore City Dept of Parks & Rec, Baltimore City Health Dept. How were the outcomes evaluated? Outcomes are measured in terms of volumes/ reach and Maryland SHIP Objectives numbers 25, 27, 30 & 31. While many factors other than our programming affect the SHIP outcome, these are the long-term objectives which linked to these programs. Reach/volume measures as well as some outcome measures are collected. Outcomes (Include process and impact measures): SHIP Objective numbers 25, 27, 30, & 31 TALO - 500 community members attended; 135 BP screens & 100 Cholesterol screens were completed. Pre/post survey showed statistically significant results in knowledge of BP and Cholesterol before and after the fair.. BP - Z score = 3.451, p = 0.00056 Chol Z score = 2.061, p = 0.0394, N = 67 (4,445 individuals at over 65 health fairs in addition to these initiatives) FY14 Screenings BP screenings = 460; Cholesterol screenings = 177 Mobile Van Screenings - 48 BMIs and BPs (Only started in May 2014) Farmers Market Approx. 2,400 individuals at the FM; $2,347 in WIC/SNAP benefits and $1,209 in matching MD FM money used Kids to Farmers Market 90 Balto City elementary school students; 90/90 tried 1 new item at the Farmers Market Diabetes Prevention Program (Starting in FY15) 2 UMMC staff were trained by DHMH to be facilitators of this new program Continuation of Initiative: Initiatives continue through FY15 FY15 CHNA results will be the basis for determining if this will continue as a strategic priority beyond FY15. Total Cost of Initiative for Current Fiscal Year: TALO $18,986 Mobile Van $26,500 Farmers Mrkt - $6,440 Kids to FM - $7,500 Direct offsetting revenue from Restricted Grants: $0 for all Initiative 2 Cancer Identified Need: Cancer is the 2nd leading cause of death in Balto City. 216.8 deaths per 100,000 in Balto City as baseline. Racial disparities in the City: White 191 and Black 236. 24.7% of Balto City adults smoke which is a higher rate than the 15.2% rate in Maryland. Racial disparities in the City: 19.7% Whites smoke and 28.2% of Blacks smoke Hospital Initiatives: Baltimore City Cancer Program (BCCP) Primary Objectives: 1) Provide risk assessments and screenings at numerous health events to increase public awareness of the importance of cancer prevention and early detection, 2) Provide education, information, and engaging activities to the to minimize the prevalence of cancer Single or Multi-Year Initiative Time Period: Multi- year initiatives since 2004; Ongoing Key Partners in Development and/or Implementation: UMMC partners with the Baltimore City Cancer Program (BCCP) How were the outcomes evaluated? Outcomes are measured in terms of volumes/ reach and Maryland SHIP Objective number 26 (Age-adjusted Mortality Rate from Cancer), MD Goal:169.2. While many factors other than our programming affect the SHIP outcome, this is the long-term objective which is linked to this program. Outcomes (Include process and impact measures): SHIP Objective number 26 met the MD Target. However, Balto City did not meet the target at a rate of 215.2 and an African American rate of 231.2. BCCP Health Fairs/Community Education 5,259 encounters Breast exams 620 Mammograms 695 PAP 242 Colorectal screenings - 107 Continuation of Initiative: Initiatives continue through FY15 FY15 CHNA results will be the basis for determining if this will continue as a strategic priority beyond FY15. Total Cost of Initiative for Current Fiscal Year: Not counted in spreadsheet Direct offsetting revenue from Restricted Grants: Not counted in spreadsheet Initiative 3 Maternal Child Health Identified Need: Infant Mortality (per 1,000 live births) is 12.1 in Balto City with higher mortality in 6/10 targeted zips. % of Prenatal Care in 1st Trimester avg is 77.3% in Balto City with lower avgs in 4/10 targeted zips. % of Births to Mothers who Smoke avg is 8.8% in Balto City with higher prevalence rates in 6/10 targeted zips. Racial disparities in the City: Whites 85.2%/Blacks 72%. Rate of pediatric asthma emergency room visits in Balto City is 138.4 which is twice as high as the Maryland rate of 59.1 Hospital Initiatives: Storks Nest, Breathmobile Primary Objectives: 1) Provide access to evidence-based prenatal care and support to promote healthy pregnancies and healthy babies; 2) Provide education and information to families on healthy pregnancies, breastfeeding, and early infant care through engaging programs and initiatives. 3) Provide access to evidence-based pediatric asthma care. 4) Provide education and information to children and families on asthma triggers, prevention, and care Single or Multi-Year Initiative Time Period: Multi- year initiatives since 2005; Ongoing Key Partners in Development and/or Implementation: UMMC partners with Zet Phi Beta Sorority, March of Dimes, BMore Healthy Babies, and Centering Institute How were the outcomes evaluated? Outcomes are measured in terms of volumes/ reach and Maryland SHIP Objectives #1 (Infant Mortality) Maryland 2014 Goal: 6.6%, Objective # 2 (Babies with Low Birth Weight) MD 2014 Goal: 8.5% , Objective #41 (ED Visits for Asthma) MD 2014 Goal: 52.4% While many factors other than our programming affect the SHIP outcome, these are the long-term objectives which linked to these programs Outcomes (Include process and impact measures): SHIP Objective #1 Declined to meet the State goal, however, Balto City/African American rate is higher at 13.9% Objective #2 Declined to 8.5% but does not meet the target Balto City/African American rate is higher at 14.3% Objective # 41 Declined to 52.4% but Balto City/African American rate is 270.4% Storks Nest 197 pregnant women; 88.6% babies born > 37wks gestation; 85.6% babies born >2500 grams; 59.8% women initiating breastfeeding Breathmobile 111 Site visits with 511 individual students seen and a total of 843 patient visits Continuation of Initiative: Initiatives continue through FY15 FY15 CHNA results will be the basis for determining if this will continue as a strategic priority beyond FY15. Total Cost of Initiative for Current Fiscal Year: Storks Nest - $19,968 Breathmobile - $224,094 Direct offsetting revenue from Restricted Grants: Storks Nest $2,994 Breathmobile - $215,938 Initiative 4 Infectious Disease Prevention Identified Need: 44.5% of Balto City adults were immunized against flu compared to 53.1% in Maryland (per MD SHIP 2011-13 data). Racial disparities in the City: 57.6% Whites/ 47.3% African Americans had a flu shot Hospital Initiatives: Annual fall flu immunization program promoting flu immunizations and education. -Prior HIV initiative was transferred to UM Midtown Campus as our partner Primary Objectives: 1) Provide access to free flu vaccines in the targeted West Baltimore zip codes. 2) Educate the community on the importance of receiving annual flu vaccines Single or Multi-Year Initiative Time Period: Multi- year initiatives since 2008; Ongoing Key Partners in Development and/or Implementation: UMMC partners with the Baltimore City Health Department How were the outcomes evaluated? Outcomes are measured in terms of volumes/ reach and Maryland SHIP Objective # 24 While many factors other than our programming affect the SHIP outcome, this is the long-term objective which is linked to this program Outcomes (Include proce |
| Promoting the Health of the Community - UMSJMC | Schedule H, Part VI, Line 5 UM-SJMC promotes community health through the significant physician subsidies we pay to provide specialty care services, particularly in our Emergency Department, regardless of the patient's ability to pay. Community health is promoted through the Cancer Institute's Patient Family Advisory Council which is composed of representatives from the community, patient and family members, representatives of cancer-focused support groups such as Nueva Vida (screenings, education and support for Hispanic cancer patients/survivors) and Sister's Network (screenings, education and support for African American women who are cancer patients/survivors). Our annual, free Women's Health Symposium has become an event that draws a capacity crowd of women who participate in day-long multi-disciplinary opportunities to learn about care for their health. |
| Affiliated Health Care System Roles - UMMSC | Schedule H, Part VI, Line 6 As part of the University of Maryland Medical System (UMMS), the University of Maryland Medical Center understands that health care goes beyond the walls of the hospital and into the community it serves. UMMS hospitals are committed to strengthening their neighboring communities. In doing so, the UMMC assesses the community's health needs, develops budgets, and responds with services, programs and initiatives which make a positive, sustained impact on the health of the community. With representation from all UMMS hospitals, the Medical System's Community Health Needs Assessment and Reporting Coalition coordinates the effective and efficient utilization and deployment of resources for community-based activities and evaluates how services and activities meet targeted community needs within defined geographic areas. The University of Maryland Medical Center is committed to health education, advocacy, community partnerships, and programs to eliminate health care disparities in our community. Affiliated Health Care System Roles - UMSJMC Schedule H, Part VI, Line 6 As a member of the University of Maryland Medical System, UM-SJMC participates annually in multiple community-based events, i.e., health fairs, screenings and educational opportunities across the UMMS system, particularly in collaboration with the downtown University of Maryland Medical Center. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| UMBF Inc | |||||
| 100 N Greene St | Baltimore | MD | 21201 | $40,000 | General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance General Assistance |
| Youthworks Baltimore City Foundation Inc | |||||
| 101 West 24th Street | Baltimore | MD | 21218 | $75,000 | General Assistance |
| Charles Regional Medical Center Foundation | |||||
| 616 E Charles St | La Plata | MD | 20646 | $10,000 | General Assistance |
| Fort Washington Medical Center Inc | |||||
| 11711 Livingston Road | Fort Washington | MD | 20744 | $10,000 | General Assistance |
| Cal Ripken Sr Foundation | |||||
| 1427 Clarkview Road | Baltimore | MD | 21209 | $15,000 | General Assistance |
| UMMS Foundation | |||||
| 22 S Greene St | Baltimore | MD | 21201 | $15,000 | General Assistance |
| Baltimore Area Council BSA | |||||
| 701 Wyman Park Dr | Baltimore | MD | 21211 | $10,000 | General Assistance |
| Greater Baltimore Committee | |||||
| 111 South Calvert Street Suite 170 | Baltimore | MD | 21202 | $9,535 | General Assistance |
| MD Hospital Research & Educ Foundation (MHEI) | |||||
| 6820 Deerpath Road | Elkridge | MD | 21075 | $100,000 | General Assistance |
| National Multiple Sclerosis Society | |||||
| 2219 York Road - Ste 302 | Timonium | MD | 21093 | $7,500 | General Assistance |
| American Heart Association | |||||
| 217 E Redwood Street | Baltimore | MD | 21201 | $25,000 | General Assistance |
| Ronald McDonald House - Baltimore | |||||
| 635 W Lexington Street | Baltimore | MD | 21201 | $20,000 | General Assistance |
| UM-SJMC Foundation | |||||
| 7601 Osler Drive | Towson | MD | 21204 | $10,000 | General Assistance |
| UM - School of Nursing | |||||
| 655 West Lombard Street | Baltimore | MD | 21201 | $10,000 | General Assistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | University of Maryland Medical System makes contributions to organizations in support of its overall mission of health promotion in the community it serves. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT A CHRENCIK | ||||||||||||||
| PRESIDENT AND CEO | $1,173,854 | $0 | $543,595 | $0 | $18,484 | $0 | $236,346 | $0 | $10,301 | $0 | $1,982,580 | $0 | $0 | $0 |
| HENRY J FRANEY | ||||||||||||||
| CFO- UMMS/TREASURER | $696,149 | $0 | $196,084 | $0 | $129,828 | $0 | $10,200 | $0 | $10,301 | $0 | $1,042,562 | $0 | $0 | $0 |
| MEGAN M ARTHUR | ||||||||||||||
| SVP & GEN COUNSEL/ SEC'TY | $419,489 | $0 | $103,220 | $0 | $72,065 | $0 | $10,200 | $0 | $13,676 | $0 | $618,650 | $0 | $0 | $0 |
| JEFFERY A RIVEST | ||||||||||||||
| PRESIDENT & CEO - UMMC | $722,665 | $0 | $238,100 | $0 | $155,349 | $0 | $10,200 | $0 | $9,439 | $0 | $1,135,753 | $0 | $0 | $0 |
| LISA C ROWEN | ||||||||||||||
| SVP & CNO - UMMC | $345,960 | $0 | $109,141 | $0 | $54,511 | $0 | $10,200 | $0 | $14,683 | $0 | $534,495 | $0 | $0 | $0 |
| WALTER ETTINGER | ||||||||||||||
| SVP & CMO - UMMS | $207,750 | $0 | $25,000 | $0 | $3,932 | $0 | $33,615 | $0 | $3,796 | $0 | $274,093 | $0 | $0 | $0 |
| JON P BURNS | ||||||||||||||
| SVP & CIO | $370,027 | $0 | $90,517 | $0 | $54,858 | $0 | $10,200 | $0 | $10,226 | $0 | $535,828 | $0 | $0 | $0 |
| GLENN F ROBBINS | ||||||||||||||
| SVP & CMO | $346,591 | $0 | $76,107 | $0 | $1,414,295 | $0 | $10,200 | $0 | $8,254 | $0 | $1,855,447 | $0 | $0 | $0 |
| JONATHAN E GOTTLIEB | ||||||||||||||
| SVP & CMO | $500,937 | $0 | $139,486 | $0 | $9,643 | $0 | $81,155 | $0 | $10,301 | $0 | $741,522 | $0 | $0 | $0 |
| KEITH D PERSINGER | ||||||||||||||
| SVP & CFO UMMC | $486,139 | $0 | $129,850 | $0 | $74,316 | $0 | $10,200 | $0 | $6,212 | $0 | $706,717 | $0 | $0 | $0 |
| JOHN W ASHWORTH III | ||||||||||||||
| SVP NETWORK DEVELOPMENT | $370,396 | $0 | $91,000 | $0 | $66,271 | $0 | $10,200 | $0 | $10,301 | $0 | $548,168 | $0 | $0 | $0 |
| CANDY J KNOWLES | ||||||||||||||
| VP - HR | $168,402 | $0 | $72,914 | $0 | $283,475 | $0 | $5,115 | $0 | $5,863 | $0 | $535,769 | $0 | $0 | $0 |
| GERALD L WOLLMAN | ||||||||||||||
| SVP - CORPORATE OPS | $307,967 | $0 | $78,276 | $0 | $245,107 | $0 | $10,200 | $0 | $14,683 | $0 | $656,233 | $0 | $175,780 | $0 |
| MARK KELEMEN | ||||||||||||||
| CHIEF MEDICAL INFO OFFICER | $330,092 | $0 | $77,677 | $0 | $49,093 | $0 | $10,200 | $0 | $14,683 | $0 | $481,745 | $0 | $0 | $0 |
| ALISON G BROWN | ||||||||||||||
| SVP PLANNING & MARKETING | $355,359 | $0 | $123,633 | $0 | $59,032 | $0 | $10,200 | $0 | $14,683 | $0 | $562,907 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Health or social club dues or initiation fees | Schedule J, Part I, Line 1a UMMS executives receive a benefit package which may be used towards health club dues or other health maintenance programs. Such benefits are capped at $7,000, $5,000 or $3,000 depending on job title as described in the program documents. Severance Payment or Changes in control Payment Schedule J, Part I, Line 4A Glenn F. Robbins received severance payments totalling $1,356,638 and Candy J. Knowles received severance payments totalling $218,077. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b During the Fiscal Year- ended June 30, 2014, 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: Robert A. Chrencik Jonathan E. Gottlieb Walter Ettinger. During the Fiscal Year-ended June 30, 2014, 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: Jeffrey A. Rivest Henry J. Franey Keith D. Persinger Lisa C. Rowan Megan M. Arthur Jon P. Burns Glenn F. Robbins John W. Ashworth Candy J. Knowles Allison G. Brown Mark Kelemen During the Fiscal Year-ended June 30, 2014, 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 the reporting tax year, therefore the full value of the plan, including any contributions to the plan for the current fiscal year is reported as taxable compensation and reported on schedule J, Part II, Line B(III), Other Reportable Compensation. Prior year contributions to the plan were previously reported on Form 990 and are indicated on Schedule J, Part II, Column (F). Gerald L. Wollman |
| Non-fixed Payments | Schedule J, Part I, Line 7 Bonuses paid are based on a number of variables including but not limited to individual goal achievements as well as organization operation achievements. The final determination of the bonus amount is determined and approved by the Board as part of the overall compensation review of the officers and key employees. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2004B) | ||||||||
| A | 520936091 | 574217LP8 | 2003-12-17 | $37,590,847 | Advance Refunding | Yes (true) | false | false |
| MHHEFA (series 2005) | ||||||||
| B | 520936091 | 574217w92 | 2008-06-25 | $144,317,619 | Current Refunding | false | false | false |
| MHHEFA (series 2006A) | ||||||||
| C | 520936091 | 574217YG4 | 2006-10-24 | $46,070,791 | New Money | false | false | false |
| MHHEFA (Series 2007A) | ||||||||
| D | 520936091 | 574217g74 | 2007-09-12 | $96,445,000 | Advance refunding | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $9,485,000 | $25,160,000 | $37,590,847 | $0 | $0 | $0 | $444,968 | $1,056,738 | $0 | $0 | $36,089,142 | $0 | false | Yes (true) | Yes (true) | Yes (true) | |
| B | $7,025,000 | $0 | $144,317,619 | $0 | $0 | $0 | $1,167,619 | $0 | $0 | $0 | $143,150,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| C | $0 | $0 | $46,907,010 | $2,214,122 | $3,498,365 | $0 | $350,032 | $0 | $0 | $40,844,491 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2008 |
| D | $400,000 | $0 | $96,445,000 | $0 | $0 | $0 | $784,512 | $13,877 | $0 | $0 | $95,646,611 | $0 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||
| B | 0 | |||||||||
| C | 0.00000 | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | Yes (true) |
| D | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd | Term Of HedgeTermOfHedgePct | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | false | false | false | false | 0 | false | ||
| 0 | |||||||||
| B | false | false | false | false | false | 0 | false | ||
| 0 | |||||||||
| C | false | false | false | false | false | 0 | false | ||
| JP Morgan Bank amer | |||||||||
| D | false | Yes (true) | Yes (true) | false | 0 | false | 27. | false | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part III, Line 9, Part IV, Line 9 Part V | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS IN THE PROCESS OF ESTABLISHING WRITTEN PROCEDURES, TO BE EFFECTIVE BY THE END OF THE FISCAL YEAR JUNE 30, 2014, TO ENSURE THE FOLLOWING: 1) ALL NONQUALIFIED BONDS OF THE ISSUE ARE REMEDIATED IN ACCORDANCE WITH THE REQUIREMENTS UNDER REGULATIONS SECTIONS 1.141-12 AND 1.145-2; 2) VIOLATIONS OF FEDERAL TAX REQUIREMENTS ARE TIMELY IDENTIFIED AND CORRECTED THROUGH THE VOLUNTARY CLOSING AGREEMENT PROGRAM IF SELF-REMEDIATION IS NOT AVAILABLE UNDER APPLICABLE REGULATION; AND 3.) ENSURE COMPLIANCE BY MONITORING THE REQUIREMENT OF SECTION 148. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2007B) | ||||||||
| A | 520936091 | 574217g82 | 2007-09-12 | $41,350,000 | Advance Refunding | Yes (true) | false | false |
| MHHEFA (Series 2008A) | ||||||||
| B | 520936091 | 574217U78 | 2008-05-21 | $50,000,000 | Current Refunding | Yes (true) | false | false |
| MHHEFA (SERIES 2008B) | ||||||||
| C | 520936061 | 574217U86 | 2008-05-21 | $75,000,000 | Current Refunding | Yes (true) | false | false |
| MHHEFA (Series 2008C) | ||||||||
| D | 520936091 | 574217u94 | 2008-05-21 | $50,000,000 | Current Refunding | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $175,000 | $41,175,000 | $46,837,192 | $0 | $0 | $45,792,457 | $336,219 | $5,947 | $0 | $0 | $702,569 | $0 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $50,000,000 | $50,000,000 | $0 | $0 | $0 | $283,967 | $33,758 | $0 | $0 | $49,682,275 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $75,000,000 | $75,000,000 | $0 | $0 | $0 | $425,158 | $50,542 | $0 | $0 | $74,524,300 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $50,000,000 | $50,000,000 | $0 | $0 | $0 | $283,967 | $33,758 | $0 | $0 | $49,682,275 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||
| B | 0.00000 | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | Yes (true) |
| C | 0.00000 | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | Yes (true) |
| D | 0.00000 | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|---|
| JP Morgan Bank amer | ||||||||
| A | false | false | Yes (true) | Yes (true) | 27. | false | 0 | false |
| jp morgan bank amer | ||||||||
| B | false | false | Yes (true) | Yes (true) | 34.6 | false | 0 | false |
| JP Morgan Bank amer | ||||||||
| C | false | false | Yes (true) | Yes (true) | 34.6 | false | 0 | false |
| JP Morgan Bank amer | ||||||||
| D | false | false | Yes (true) | Yes (true) | 34.6 | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2008D) | ||||||||
| A | 520936091 | 574217V28 | 2008-05-21 | $50,000,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2008E) | ||||||||
| B | 520936091 | 574217V36 | 2008-05-21 | $55,000,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2008F) | ||||||||
| C | 520936091 | 574217y66 | 2008-07-10 | $89,764,001 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2010) | ||||||||
| D | 520936091 | 5742175e1 | 2010-01-07 | $241,441,656 | NEW MONEY/CURRENT REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $50,000,000 | $0 | $0 | $0 | $283,967 | $33,758 | $0 | $0 | $49,682,275 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $0 | $0 | $55,000,000 | $0 | $0 | $0 | $309,350 | $36,775 | $0 | $0 | $54,653,875 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| C | $17,365,000 | $0 | $89,764,001 | $0 | $0 | $0 | $792,457 | $0 | $0 | $0 | $88,971,544 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $10,460,000 | $0 | $241,441,656 | $19,092,171 | $0 | $0 | $2,656,305 | $0 | $0 | $107,481,564 | $89,693,180 | $22,518,436 | Yes (true) | false | false | Yes (true) | 2012 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| D | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|---|
| JP Morgan Bank Amer | ||||||||
| A | false | false | Yes (true) | Yes (true) | 34.6 | false | 0 | false |
| JP morgan bank amer | ||||||||
| B | false | false | Yes (true) | Yes (true) | 34.6 | false | 0 | false |
| 0 | ||||||||
| C | false | false | false | false | false | 0 | false | |
| 0 | ||||||||
| D | false | false | false | false | false | 0 | false | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2012A) | |||||||
| A | 520936091 | 2012-08-16 | $40,785,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2012B) | |||||||
| B | 520936091 | 2012-08-16 | $50,175,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2012C) | |||||||
| C | 520936091 | 2012-08-16 | $75,205,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2012D) | |||||||
| D | 520936091 | 2012-08-16 | $50,170,000 | CURRENT REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $40,785,000 | $0 | $0 | $0 | $580,000 | $0 | $0 | $0 | $40,205,000 | $0 | Yes (true) | false | false | Yes (true) |
| B | $0 | $0 | $50,175,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,175,000 | $0 | Yes (true) | false | false | Yes (true) |
| C | $0 | $0 | $75,205,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $75,205,000 | $0 | Yes (true) | false | false | Yes (true) |
| D | $0 | $0 | $50,170,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,170,000 | $0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| D | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| A | false | false | false | false | false | 0 | false |
| 0 | |||||||
| B | false | false | false | false | false | 0 | false |
| 0 | |||||||
| C | false | false | false | false | false | 0 | false |
| 0 | |||||||
| D | false | false | false | false | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2013A) | ||||||||
| A | 520936091 | 574218MH3 | 2013-03-08 | $265,377,428 | NEW MONEY/CURRENT & ADVANCED REFUN | false | false | false |
| MHHEFA (Series 2008C) | ||||||||
| B | 520936091 | 5742172P9 | 2008-08-08 | $55,325,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2011A) | ||||||||
| C | 520936091 | 2011-10-01 | $42,000,000 | NEW MONEY | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $265,377,428 | $0 | $0 | $54,010,562 | $2,662,975 | $0 | $0 | $129,930,000 | $35,603,891 | $43,170,000 | Yes (true) | Yes (true) | false | Yes (true) | |
| B | $54,124,840 | $0 | $58,596,000 | $2,511,863 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | Yes (true) | false | Yes (true) | Yes (true) | 2008 |
| C | $0 | $0 | $50,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | false | false | Yes (true) | Yes (true) | 2013 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| A | false | false | false | false | false | 0 | false |
| 0 | |||||||
| B | false | false | false | false | false | 0 | false |
| 0 | |||||||
| C | false | false | false | false | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2011B) | |||||||
| A | 520936091 | 2011-12-01 | $59,225,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2011C) | |||||||
| B | 520936091 | 2011-12-01 | $59,225,000 | CURRENT REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $61,800,000 | $0 | $59,225,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | 2000 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $58,080,000 | $0 | $59,225,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | 2000 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | Yes (true) | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvestedInd |
|---|---|---|---|---|---|---|---|
| 0 | |||||||
| A | false | false | false | false | false | 0 | false |
| 0 | |||||||
| B | false | false | false | false | false | 0 | false |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Atwood Collins | |||
| Board Member | $2,500,000 | see below | false |
| Francis Kelly | |||
| Board Member | $1,078,688 | see below | false |
| Robert L Pevenstein | |||
| Board Member | $7,779 | see below | false |
| John Dillon | |||
| Board Member | $156,000 | see below | false |
| Walter A Tilley Jr | |||
| Board Member | $105,774 | see below | false |
| Wayne L Gardiner Sr | |||
| Board Member | $245,456 | see below | false |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Atwood Collins | The Organization used M&T Bank for many of it's banking services, including treasury management, deposit serviecs, lines of credit and corporate trust and custody services. Atwood Collins is Executive Vice President of M&T Bank as well as a Board Member of the University of Maryland Medical System. Services provided by M&T Bank are charged at or below fair market value. |
| Francis Kelly | Francis Kelly is a board member of the University of Maryland Medical System as well as the chairman and chief executive officer of Kelly & Associates Insurance Group, Inc. The Medical System uses Kelly & Associates to purchase health, vision, dental and life insurance policies for the employees of the system. Services provided by Kelly & Associates are charged at or below fair market value. The above amount includes $941,294 attributable to UMMC and $137,394 attributable to SJMC. |
| Robert L Pevenstein | Mr. Pevenstein is the President of Princeville Partners, LLC. Mr. Pevenstein's Company has provided consulting services related to cost savings programs and nurse resource management services. Services provided are all charged at or below fair market value. |
| John Dillon | Mr. Dillon provides healthcare consulting services to UMMS. All services are provided at or below FMV. |
| Walter A Tilly, Jr | Mr. Tilly provides pest control services through his company Home Paramount Pest Control. All services are provided at or below FMV. |
| Wayne L Gardiner, Sr | Mr. Gardiner is the President of "Best Care Ambulance Inc". This Company provided ambulance transportation services for the Shore Health System (SHS), at Easten, Dorchester, Chestertown, Chestertown Nursing Home and UMMC Express Care Program. Services provided were provided at or below fair market value. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | On December 1, 2012, the University of Maryland Medical System acquired substantially all of the assets of St. Joseph Medical Center, a 247-bed community hospital located in Towson, Maryland, as well as ownership interests in related affiliates, pursuant to an Asset Purchase Agreement with Catholic Health Initiatives, St. Joseph Medical Center, Inc. and certain other entities controlled by Catholic Health Initiatives. The hospital assets were purchased by University of Maryland St. Joseph Medical Center, LLC, a wholly-owned subsidiary of UMSJ Health System, LLC. UMSJ Health System, LLC is a wholly-owned subsidiary of the University of Maryland Medical System. Under the Purchase Agreement, purchased assets include the St. Joseph Medical Center hospital facility land and improvements, furniture, fixtures and equipment, supplies, inventory, intangible assets, prepaid expenses and certain records necessary to continue operations at the facility, but exclude certain assets such as cash, investments and accounts receivable as of the purchase date. Under the terms of the Purchase Agreement, the University of Maryland Medical System did not assume any liabilities or financial obligations associated with any acquired assets or the business operations at St. Joseph Medical Center that existed at the time of, or occurred prior to, the purchase date, including but not limited to accounts payable, liabilities for benefits or pension plans, financial obligations to any governmental authority and claims or litigation relating to acts or omissions that occurred prior to the purchase date. On December 6, 2013, The University of Maryland Medical System completed a full acquisition and beacame a sole corporate member of Upper Chesapeake. Prior to 2013, UMMS owned a 49 percent interest in a joint venture that included the majority of the operating assets and revenues of Upper Chesapeake. For this period, UMMS' investment in Upper Chesapeake was accounted for as a noncontrolling joint venture interest and a component of UMMS' nonoperating income. |
| Form 990, Part VII | University of Maryland St. Joseph's Medical Center Board of Directors Mohanakumar Suntharalingam, Member Richard Imbimbo, Member Gail P. Cunningham, member Robert A. Chrencik, member John W. Ashworth III, member Honorable Francis X. Kelly, chairman Rev. Joseph Barr, member John P. Coale Esq., member Monsignor Richard Cramblitt, member R. Michael Gill, member Edward J. Gilliss, Vice Chairman Patrick J. Goles, member Caroline A. Griffin, member Maravene S. Loeschke, member E. Albert Reece, MD, member Honorable James T. Smith, Jr., member Adele A. Wilzack, member Officers- non voting members Craig J. Carmichael, VP Operations Paul S Nickolson, CFO Craig J. Carmichael, member The following represents compensation paid by University of Maryland Medical System Corp. to the Officers of St. Joseph's Medical Center during the tax year: Individual Reportable Compensation Other Compensation M. Suntharalingam 1,092,315 133,434 Paul S. Nickolson 306,316 58,973 Richard Imbimbo 433,037 14,296 Honorable F. Kelly - - Edward J. Gilliss - - -Edward J Gillis also serves as a director but does not recieves any compensation for his serves as a director or as an officer of St. Joseph's Medical Ceneter. -Honorable F. Kelly serves as an officer, without compensation for his services to St. Joseph's Medical Center. The following directors of St. Joseph's Medical Center are not compensated for their roles as directors of St. Joseph's Medical Center but rather receive compensation from the The University of Maryland Corp. (UMMS Corp.) as the President & CEO and SVP Network Development of UMMS Corp., respectively: Individual Reportable Compensation Other Compensation Robert Chencik 1,735,933 246,647 John Ashworth III 527,667 20,501 The following represents compensation paid by University of Maryland Medical System Corp. to the Key Employees of St. Joseph's Medical Center during the tax year: Individual Reportable Compensation Other Compensation Craig Carmichael 228,358 41,711 Gail Cunningham 378,192 55,304 Walter Furlong 241,618 44,478 Pamela Jamieson 252,023 41,519 The following represents compensation paid by University of Maryland Medical System Corp. to the Top 5 Highest Compensated Employees of St. Joseph's Medical Center during the tax year: Individual Reportable Compensation Other Compensation Michael Schultz 779,419 22,204 R.C.S Finney Jr. 707,670 22,656 Farhan Majeed 676,663 22,204 Henry Sun 602,723 22,336 Linda G. Adler 575,063 22,822 |
| Form 990, Part VIII, IX, and X | Consolidation Total Revenue Per 990 Entity Contributions Program Invest/Rental Other and g/l UMMS 52-1362793 11,705,263 1,399,622,431 11,062,596 19,666,024 UMMRSS LLC 45-5565991 - 317, 492 - - UMRPS LLC 45-5559036 - 2,713,834 - 19 UMSJP LLC 30-0755741 - - - 1,339,968 UMSJMG LLC 37-1704041 62,123 30,128,550 - 6,485,265 UMSJO LLC 32-0391006 - 22,128,106 - - UMSJMC 35-2445106 206,750 314,748,398 1,368,370 2,711,839 Total 11,974,136 1,769,658,811 12,430,966 30,203,115 Total Expense Per 990 Entity Program Management Fundraising UMMS 52-1362793 1,236,233,766 152,653,785 - UMMRSS LLC 45-5565991 634,596 68,696 - UMRPS LLC 45-5559036 2,396,542 205,953 - UMSJP LLC 30-0755741 - 2,113,145 - UMSJMG LLC 37-1704041 44,390,202 6,993,378 - UMSJO LLC 32-0391006 26,115,402 1,543,510 - UMSJMC 35-2445106 273,699,372 59,467,029 - Total 1,583,469,880 223,045,496 - Balance Sheet- Assets Entity Total Assets UMMS 52-1362793 2,974,094,847 UMMRSS LLC 45-5565991 (665,033) UMRPS LLC 45-5559036 1,202,666 UMSJP LLC 30-0755741 (705,778) UMSJMG LLC 37-1704041 (17,092,746) UMSJO LLC 32-0391006 (8,577,816) UMSJMC 35-2445106 295,834,626 Total 3,244,090,766 Balance Sheet- Liabilities and Fund Balance Entity Total Total Total Liabilities Fund Balance UMMS 52-1362793 1,702,357,302 1,271,737,545 2,974,094,847 UMMRSS LLC 45-5565991 216,141 (881,174) (665,033) UMRPS LLC 45-5559036 970,460 232,206 1,202,666 UMSJP LLC 30-0755741 372,953 (1,078,731) (705,778) UMSJMG LLC 37-1704041 4,116,842 (21,209,588) (17,092,746) UMSJO LLC 32-0391006 3,025,896 (11,603,712) (8,577,816) UMSJMC 35-2445106 355,615,223 (59,780,597) 295,834,626 Total 2,066,674,817 1,177,415,949 3,244,090,766 |
| 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, Lines 15a and 15b THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS. THIS PROCESS IS USED TO DETERMINE THE COMPENSATION PACKAGES FOR ALL MANAGEMENT EMPLOYEES FROM THE VICE PRESIDENT LEVEL AND UP. |
| How Documents are Made Available to the Public | Form 990, Part VI, 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. |
| Reconciliation of Net Assets | Form 990, Part XI, Line 9 Capital transfer- MGH $ 4,090,000 Inherent Contribution- UCHS 114,435,681 Change Fair Value- Interest rate swap 1,857,000 Other Changes (1,383,047) Change in economic interest in UCH Legacy Funding Corp (150,000,000) Change in TRNA- Corp 143,475,000 Change in Perm Restricted NA 1,276,000 -------------- Total 113,750,634 |
| HOURS ON RELATED ENTITY | PART VII, SECTION A, COL (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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| 36 S Paca Street LLC | |||||||||
| 36 S Paca Street | Baltimore | MD | 21211 | 562544990 | Rental | MD | $1,211,000 | $13,745,000 | UMMSC |
| University of Maryland Ecare LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 461441270 | Healthcare | MD | $2,861,000 | $2,847,000 | UMMSC |
| SJMC Physicians LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 20204 | 364734065 | Healthcare | MD | $0 | $0 | UMMSC |
| Univ of MD Med Reg Supplier Services | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 455565991 | Healthcare | MD | $304,000 | $954,000 | UMMSC |
| Univ of MD Med Reg Prof Services | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 455559036 | Healthcare | MD | $2,595,000 | $1,203,000 | UMMSC |
| USSJ Health System LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 460797956 | Healthcare | MD | $0 | $0 | UMMSC |
| USSJ HeaLth System I LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 462097818 | Healthcare | MD | $0 | $0 | UMMSC |
| UMSJ Properties LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 300755741 | Rental | MD | $1,340,000 | $3,485,000 | UMMSC |
| Univ of MD St Joseph Medical Center LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 352445106 | Healthcare | MD | $287,062,413 | $249,717,283 | UMMSC |
| Univ of MD St Joseph Medical Group LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 371704041 | Healthcare | MD | $34,396,000 | $4,467,000 | UMMSC |
| Univ of MD St Joseph Orthopaedics LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 320391006 | Healthcare | MD | $20,662,000 | $2,748,000 | UMMSC |
| OLP LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | Healthcare | MD | $0 | $0 | UMMSC | |
| SJMC-RA LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 753160895 | Healthcare | MD | $16,053,587 | $5,907,717 | UMMSC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (38 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Baltimore Washington Emergency Phys Inc | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521756326 | Healthcare | MD | 501(c)(3) | 11A | BWMS | false |
| Baltimore Washington Healthcare Services | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830243 | Healthcare | MD | 501(c)(3) | 11A | BWMS | false |
| Baltimore Washington Medical Center Inc | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 520689917 | Healthcare | MD | 501(c)(3) | 03 | BWMS | false |
| Baltimore Washington Medical SystemINC | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521830242 | Healthcare | MD | 501(c)(3) | 11A | UMMSC | Yes (true) |
| 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) | BWMS | false | |
| Shipleys Choice Medical Park Inc | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 043643849 | Real Estate | MD | 501(c)(2) | NCC | Yes (true) | |
| Chester River Health Foundation Inc | ||||||||||
| 100 Brown Street | Chestertown | MD | 21620 | 521338861 | Fundraising | MD | 501(c)(3) | 08 | CRHS | 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 | CRHS | false |
| Chester River Manor Inc | ||||||||||
| 200 Morgnec Road | Chestertown | MD | 21620 | 526070333 | Healthcare | MD | 501(c)(3) | 09 | CRHS | false |
| Maryland General Clinical Practice Group | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521566211 | Healthcare | MD | 501(c)(3) | 11B | MGHS | false |
| Maryland General Comm Health Foundation | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 522147532 | Fundraising | MD | 501(c)(3) | 11C | MGHS | false |
| University of Maryland Midtown Health I | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521175337 | Healthcare | MD | 501(c)(3) | 11B | UMMSC | Yes (true) |
| Maryland General Hospital Inc | ||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 520591667 | Healthcare | MD | 501(c)(3) | 03 | MGHS | false |
| Care Health Services Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521510269 | Healthcare | MD | 501(c)(3) | 09 | SHS | false |
| Dorchester General Hospital Foundation | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521703242 | Fundraising | MD | 501(c)(3) | 11D | SHS | false |
| Memorial Hospital Foundation Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521282080 | Fundraising | MD | 501(c)(3) | 11A | SHS | false |
| Shore Clinical Foundation Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521874111 | Healthcare | MD | 501(c)(3) | 03 | SHS | false |
| Shore Health System Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 520610538 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | Yes (true) |
| James Lawrence Kernan Hosp Endow Fd | ||||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 237360743 | Fundraising | MD | 501(c)(3) | 11B | UMMSC | Yes (true) |
| James Lawrence Kernan Hospital Inc | ||||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 520591639 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | Yes (true) |
| UMMS Foundation Inc | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 522238893 | Fundraising | MD | 501(c)(3) | 11A | UMMSC | Yes (true) |
| UNIVERSITY OF MARYLAND CHARLES REGIONAL | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522155576 | Healthcare | MD | 501(c)(3) | 11C | UMMSC | Yes (true) |
| Civista Medical Center Inc | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 520445374 | Healthcare | MD | 501(c)(3) | 03 | CIVHS | false |
| CHARLES REGIONAL MEDICAL CENTER FOUNDATI | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 521414564 | Fundraising | MD | 501(c)(3) | 11A | CIVHS | false |
| CHARLES REGIONAL MEDICAL CENTER AUXILIAR | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 521131193 | Fundraising | MD | 501(c)(3) | 11A | CIVHS | false |
| Univ of MD St Joseph Foundation Inc | ||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521681044 | Fundraising | MD | 501(c)(3) | 11A | UMMSC | Yes (true) |
| 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 Joe's Home Care In | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521229742 | HOSPICE | MD | 501(c)(3) | 09 | UMUCHS | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | UBI Code VUBICodeVAmt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates LLC | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 522000762 | Healthcare | MD | NA | |||||||
| Baltimore Washington Imaging LLC | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 200806027 | Healthcare | MD | NA | $0 | ||||||
| NAHSunrise of Severna Park LLC | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 541810729 | Healthcare | MD | NA | |||||||
| North Arundel Senior Living LLC | ||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 541810728 | Healthcare | MD | NA | |||||||
| Innovative Health LLC | ||||||||||||||
| 29165 Canvasback Drive Suite 100 | Easton | MD | 21601 | 521997287 | Billing | MD | NA | |||||||
| Central Maryland Radiology Oncology LLC | ||||||||||||||
| 10710 Charter Drive | Columbia | MD | 21044 | 270879418 | Healthcare | MD | UMMSC | RELATED | $4,583,000 | $5,902,500 | false | Yes (true) | 0.50000 | |
| Shipley's Imaging Center LLC | ||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 522040338 | Healthcare | MD | UMMSC | $0 | RELATED | $0 | $0 | false | Yes (true) | 0.50000 |
| Universitycare LLC | ||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521914892 | Healthcare | MD | UMMSC | $0 | RELATED | $3,929,400 | $685,800 | false | Yes (true) | 0.90000 |
| O'Dea Medical Arts Limited Partnership | ||||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521682964 | Rental | MD | UMMSC | RELATED | $1,951,380 | $11,125,900 | false | Yes (true) | 0.74000 | |
| Advanced Imaging at St Joseph Medical C | ||||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521958002 | Healthcare | MD | NA | $924,438 | $3,077,852 | false | Yes (true) | 0.51000 | ||
| UCHSUMMS Real Estate Trust | ||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 276803540 | HOLD LAND | MD | NA | $924,438 | $3,077,852 | false | Yes (true) | 0.51000 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates Inc | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521992649 | Healthcare | MD | na | C Corp | |||||||||
| Baltimore Washington Health Enterprises | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521936656 | Healthcare | MD | na | C Corp | |||||||||
| BW Professional Services Inc | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521655640 | Healthcare | MD | na | C Corp | |||||||||
| Univ of Maryland Charles Regional Care P | |||||||||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522176314 | Healthcare | MD | na | C Corp | |||||||||
| University Midtown Prof Center A Condo | |||||||||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521891126 | Real Estate | MD | UMMSC | C Corp | |||||||||
| Shore Health Enterprises Inc | |||||||||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521363201 | Real Estate | MD | na | C Corp | |||||||||
| NA Executive Building Condo Assn Inc | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | Real Estate | MD | na | C Corp | ||||||||||
| Terrapin Insurance Company | |||||||||||||||||
| 980129232 | Insurance | UMMS | C Corp | $15,350,500 | $93,995,500 | 0.50000 | false | ||||||||||
| UMMS Self Insurance Trust | |||||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 526315433 | Insurance | MD | UMMS | Trust | $28,361,500 | $89,140,500 | 0.50000 | false | |||||
| Upper Chesapeake Insurance Company LTD | |||||||||||||||||
| 980468438 | CAPTIVE INSURANCE | UMUCHS | LTD | 1.00000 | PO BOX 1109 | GRAND CAYMAN | GRAND CAYMAN ISLA | CJ | CJ | ||||||||
| Upper Chesapeake Health Ventures Inc | |||||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 522031264 | Healthcare | MD | UMMS | C Corp | $3,367,812 | 1.00000 | false | ||||||
| Upper Chesapeake Medical Center Land Con | |||||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 770674478 | Real Estate | MD | UC Med Crt | C Corp | 1.00000 | ||||||||
| Upper Chesapeake Medical Office Building | |||||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521946829 | Real Estate | MD | UC Hlth Vent | C Corp | 1.00000 | ||||||||
| UPPER CHESAPEAKE MGMT SVCS ORG INC | |||||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521946025 | MANAGEMENT SRVCS | MD | UC HLTH VENT | C CORP | 0.51000 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| University Care LLC | ||
| l | $117,000 | FMV |
| University Care LLC | ||
| k | $43,296 | FMV |
| James L Kernan Hospital Inc | ||
| l | $311,468 | FMV |
| James L Kernan Hospital Inc | ||
| q | $10,544,073 | FMV |
| Maryland General Hospital Inc | ||
| q | $15,233,280 | FMV |
| Maryland General Hospital Inc | ||
| r | $1,633,171 | FMV |
| Baltimore Washington Medical Center Inc | ||
| q | $26,135,654 | FMV |
| Shore Health System Inc | ||
| q | $15,681,985 | FMV |
| Shore Health System Inc | ||
| p | $234,511 | FMV |
| Chester River Hospital Center Inc | ||
| q | $3,944,532 | FMV |
| Charles Regional Medical Center Inc | ||
| q | $6,256,391 | FMV |
| Umms Foundation Inc | ||
| c | $3,082,493 | FMV |
| Charles Regional Medical Center Inc | ||
| r | $2,500,000 | FMV |