2015-05-12T10:17:31-05:00 2014-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2013-07-01 521362793 UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP % S MICHELLE LEE UNIV 4103281375 22 South Greene Street Suite Baltimore MD 21201 HENRY J FRANEY EVP/CFO 4103281375 2015-05-05 true FRANK D GIARDINI P00532355 4103281375 2013 2016-03-07 17:11:31Z Robert Chrencik 250 W Pratt St Baltimore MD 21201 2054529926 false X www.umms.org X 1984 MD 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 27 27 10514 976 722768 -172044 8002747 11974136 1546907736 1769658811 -1854022 9306526 54644589 33327555 1607701050 1824267028 261219 438045 0 0 718577248 812125038 0 0 0 889728325 993952293 1608566792 1806515376 -865742 17751652 2831661723 3244090766 1815324769 2066674817 1016336954 1177415949 X 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. false false 900099 1583469880 438045 1785039271 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. 1583469880 true true false true false false false false false true false false true true true false true false false true false false false false false true true true false true true false false false false false false false false false true false false false false true true true true false false true 863 0 true 10514 true true true true CJ false false false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true true true MD X X S MICHELLE LEE 4103281376 250 WEST PRATT ST SUITE 1400 Baltimore MD 21201 GEORGES C BENJAMIN MD DIRECTOR 1.0 X 0 0 0 STEPHEN A BURCH ESQ DIRECTOR 1.0 X 0 0 0 DELEGATE MICHAEL E BUSCH DIRECTOR 1.0 X 0 0 0 JOHN P COALE ESQ DIRECTOR 1.0 X 0 0 0 ATWOOD COLLINS III DIRECTOR 1.0 X 0 0 0 GILBERTO DE JESUS ESQ DIRECTOR 1.0 X 0 0 0 CONNIE DEJULIUS DIRECTOR 1.0 X 0 0 0 JOHN W DILLON DIRECTOR 1.0 X 0 0 0 ALAN H FLEISCHMANN DIRECTOR 1.0 X 0 0 0 WAYNE L GARDNER SR DIRECTOR 1.0 X 0 0 0 LOUISE MICHAUX GONZALES ESQ DIRECTOR 1.0 X 0 0 0 BARRY P GOSSETT DIRECTOR 1.0 X 0 0 0 ROOMINA ANWER HASAN MD DIRECTOR 1.0 X 0 0 0 ORLAN M JOHNSON ESQ DIRECTOR 1.0 X 0 0 0 SENATOR EDWARD KASEMEYER DIRECTOR 1.0 X 0 0 0 SENATOR FRANCIS X KELLY DIRECTOR 1.0 X 0 0 0 BELKIS LEONG-HONG DIRECTOR 1.0 X 0 0 0 SARA A MIDDLETON DIRECTOR 1.0 X 0 0 0 KEVIN B O'CONNOR DIRECTOR 1.0 X 0 0 0 ROBERT L PEVENSTEIN DIRECTOR 1.0 X 0 0 0 D BRUCE POOLE ESQ DIRECTOR 1.0 X 0 0 0 SENATOR CATHERINE E PUGH DIRECTOR 1.0 X 0 0 0 JAMES T SMITH JR DIRECTOR 1.0 X 0 0 0 WALTER A TILLEY JR DIRECTOR 1.0 X 0 0 0 SENATOR JOSPEH D TYDINGS DIRECTOR 1.0 X 0 0 0 R ALLEN BUTLER DIRECTOR 1.0 X 0 0 0 LOUIS L ZAGARINO DIRECTOR 1.0 X 0 0 0 ROBERT A CHRENCIK PRESIDENT AND CEO 40.0 10.0 X 1735933 0 246647 HENRY J FRANEY CFO- UMMS/TREASURER 40.0 10.0 X 1022061 0 20501 MEGAN M ARTHUR SVP & GEN COUNSEL/ SEC'TY 40.0 10.0 X 594774 0 23876 JEFFERY A RIVEST PRESIDENT & CEO - UMMC 40.0 10.0 X 1116114 0 19639 LISA C ROWEN SVP & CNO - UMMC 40.0 10.0 X 509612 0 24883 WALTER ETTINGER SVP & CMO - UMMS 40.0 10.0 X 236682 0 37411 JON P BURNS SVP & CIO 40.0 10.0 X 515402 0 20426 GLENN F ROBBINS SVP & CMO 40.0 10.0 X 1836993 0 18454 JONATHAN E GOTTLIEB SVP & CMO 40.0 10.0 X 650066 0 91456 KEITH D PERSINGER SVP & CFO UMMC 40.0 10.0 X 690305 0 16412 JOHN W ASHWORTH III SVP NETWORK DEVELOPMENT 40.0 10.0 X 527667 0 20501 CANDY J KNOWLES VP - HR 40.0 10.0 X 524791 0 10978 GERALD L WOLLMAN SVP - CORPORATE OPS 40.0 10.0 X 631350 0 24883 MARK KELEMEN CHIEF MEDICAL INFO OFFICER 40.0 10.0 X 456862 0 24883 ALISON G BROWN SVP PLANNING & MARKETING 40.0 10.0 X 538024 0 24883 11586636 0 625833 785 false true false The Whiting Turner Contracting Comp 300 East Joppa Road TOWSON MD 21286 General Contractors 18547350 EPIC Systems Corporation 1979 Milky Way VERONA WI 53593 Healthcare IT 11371277 Jeffrey Brown Contracting LLC 400 East Joppa Road TOWSON MD 21286 General Contractors 6843783 Deloitte Consulting LLP 100 South Charles Street BALTIMORE MD 21201 Consulting Svcs. 5717846 Aramark Healthcare 1101 Market Street PHILADELPHIA PA 19107 Food SVC 4989627 250 8974136 3000000 11974136 PATIENT SERVICE REVENUE 900099 1725367712 1725094500 273212 PHARMACY 900099 44291099 44176667 114432 1769658811 4241202 4241202 0 0 4895028 0 1770628 0 3124400 0 3124400 1368370 53569 1702501 233557594 228492270 5065324 5065324 5065324 0 0 0 MEDICARE & MEDICAID MEANINGFUL USE INCENTIVE 7962330 7962330 CAFETERIA 900099 3163264 3163264 INCOME FROM JOINT VENTURE 900099 7361091 924438 6436653 11716470 2349702 281555 9085213 30203155 1824267028 1785039271 722768 26530893 438045 438045 0 0 0 11619386 9992672 1626714 0 0 659438638 562276662 97161976 20055054 15667131 4387923 75297630 65078595 10219035 45714330 38940324 6774006 2775273 2247971 527302 1346541 1346541 3987093 2606117 1380976 130808 130808 0 0 155917335 133336426 22580909 7208357 2532487 4675870 10422847 8960801 1462046 34054313 28704563 5349750 0 18679410 15912130 2767280 1046490 899981 146509 0 392298 337376 54922 37694338 33961747 3732591 0 92668101 79043335 13624766 33787856 29269574 4518282 BAD DEBT EXPENSE 106434845 106434845 MEDICAL SUPPLIES 361291915 346213538 15078377 UTILITIES 32605959 20806073 11799886 PURCHASED SERVICES 60780767 49823985 10956782 32727747 29985502 2742245 1806515376 1583469880 223045496 0 148014528 123262145 360013 576603 0 0 202704699 196319650 0 0 0 0 1813170 2734105 24709638 29585325 8259492 8310507 2032325186 930943160 1023744490 1101382026 217770000 234828000 128788735 126987769 0 0 2846364 0 1072650594 1420104636 2831661723 3244090766 269705556 295461886 0 0 142338 125419 891132419 1109015207 0 0 0 0 0 0 294580855 248904469 359763601 413167836 1815324769 2066674817 X 936658016 952985876 79266352 222741334 412586 1688739 1016336954 1177415949 2831661723 3244090766 X 17751652 29576709 113750634 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 130808 130808 false Other Activities Schedule C, Part II-B, Line 1i The organization does not engage in any direct lobbying activities. The organization pays membership dues to the Maryland Hospital Association (MHA) and the American Hospital Association (AHA). MHA and AHA engage in many support activities including lobbying and advocating for their member hospitals. The MHA and AHA reported that 6.22% 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. 87262454 87262454 1114674932 441059415 673615517 5834487 2804007 3030480 675965199 486387709 189577490 148588114 692029 147896085 1101382026 ECONOMIC INTEREST IN ASSETS OF 202189159 DEFERRED FINANCING COSTS 9443485 ASSETS WHOSE USE IS LIMITED 253282967 INVESTMENT IN SUBSIDIARIES 660314671 OTHER RECEIVABLES 279761345 DUE FROM AFFILIATES - NOTES RE -39673858 ECONOMIC INT IN FOUNDATION 9502627 LIMITED USE ASSET - DEBT SERVI 29863074 LIMITED USE ASSET- MALPRACTICE 5899781 LONG TERM INVESTMENT- MRI 6815659 OTHER 2705726 1420104636 0 ADVANCES FROM 3RD PARTY PAYORS 83564254 DUE TO AFFILIATE 38005580 OTHER MALPRACTICE 6995159 OTHER LIABILITIES 133120401 INT RATE SWAPS MARK TO MARKET 148097217 RETIRE PENSION 3385225 ACCRUED WAGES 0 413167836 X Schedule D, Part X 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. false Central America and the Caribbean Investments 94000304 94000304 94000304 true false true false false false true true true X true X 500. true true true false true true 46233978 46233978 0.02720 46233978 46233978 0.02720 6910941 1736082 5174859 0.00300 126847224 126847224 0.07460 35795325 12551406 23243919 0.01370 813250 191424 621826 0.00040 385336 385336 0.00020 170752076 14478912 156273164 0.09190 216986054 14478912 202507142 0.11910 13996 13996 69700 69700 104567 104567 0.00010 79304 79304 0.00010 291777 80000 211777 0.00010 559344 80000 479344 0.00030 true 75844405 496795912 397098633 99697279 X true true 2 1 University of Maryland Hospital 22 S Greene Street Baltimore MD 21201 X X X X X A 2 UMMS St Joseph Medical Center LLC 250 West Pratt Street Baltimore MD 21201 X X X X University of Maryland Hospital 1 true X X X X X X X X X 12 true true true X http://umm.edu/ X X X X X X X X X false false true true 200. true 500. true X X X X X X X true true X X X X X X true false X X X X true X false false UMMS St Joseph Medical Center LLC 2 true X X X X X X X X X 12 true true true X http://www.stjosephtowson.com/ X X X X X X X X X false false true true 200. true 500. true X X X X X X X true true X X X X X X true false X X X X true X false false 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). 5 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 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. true UMBF Inc 100 N Greene St Baltimore MD 21201 40000 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 75000 General Assistance Charles Regional Medical Center Foundation 616 E Charles St La Plata MD 20646 10000 General Assistance Fort Washington Medical Center Inc 11711 Livingston Road Fort Washington MD 20744 10000 General Assistance Cal Ripken Sr Foundation 1427 Clarkview Road Baltimore MD 21209 15000 General Assistance UMMS Foundation 22 S Greene St Baltimore MD 21201 15000 General Assistance Baltimore Area Council BSA 701 Wyman Park Dr Baltimore MD 21211 10000 General Assistance Greater Baltimore Committee 111 South Calvert Street Suite 170 Baltimore MD 21202 9535 General Assistance MD Hospital Research & Educ Foundation (MHEI) 6820 Deerpath Road Elkridge MD 21075 100000 General Assistance National Multiple Sclerosis Society 2219 York Road - Ste 302 Timonium MD 21093 7500 General Assistance American Heart Association 217 E Redwood Street Baltimore MD 21201 25000 General Assistance Ronald McDonald House - Baltimore 635 W Lexington Street Baltimore MD 21201 20000 General Assistance UM-SJMC Foundation 7601 Osler Drive Towson MD 21204 10000 General Assistance UM - School of Nursing 655 West Lombard Street Baltimore MD 21201 10000 General Assistance 39 Part I, Line 2 University of Maryland Medical System makes contributions to organizations in support of its overall mission of health promotion in the community it serves. X true true X X X X true true false false false false false true false ROBERT A CHRENCIK PRESIDENT AND CEO 1173854 0 543595 0 18484 0 236346 0 10301 0 1982580 0 0 0 HENRY J FRANEY CFO- UMMS/TREASURER 696149 0 196084 0 129828 0 10200 0 10301 0 1042562 0 0 0 MEGAN M ARTHUR SVP & GEN COUNSEL/ SEC'TY 419489 0 103220 0 72065 0 10200 0 13676 0 618650 0 0 0 JEFFERY A RIVEST PRESIDENT & CEO - UMMC 722665 0 238100 0 155349 0 10200 0 9439 0 1135753 0 0 0 LISA C ROWEN SVP & CNO - UMMC 345960 0 109141 0 54511 0 10200 0 14683 0 534495 0 0 0 WALTER ETTINGER SVP & CMO - UMMS 207750 0 25000 0 3932 0 33615 0 3796 0 274093 0 0 0 JON P BURNS SVP & CIO 370027 0 90517 0 54858 0 10200 0 10226 0 535828 0 0 0 GLENN F ROBBINS SVP & CMO 346591 0 76107 0 1414295 0 10200 0 8254 0 1855447 0 0 0 JONATHAN E GOTTLIEB SVP & CMO 500937 0 139486 0 9643 0 81155 0 10301 0 741522 0 0 0 KEITH D PERSINGER SVP & CFO UMMC 486139 0 129850 0 74316 0 10200 0 6212 0 706717 0 0 0 JOHN W ASHWORTH III SVP NETWORK DEVELOPMENT 370396 0 91000 0 66271 0 10200 0 10301 0 548168 0 0 0 CANDY J KNOWLES VP - HR 168402 0 72914 0 283475 0 5115 0 5863 0 535769 0 0 0 GERALD L WOLLMAN SVP - CORPORATE OPS 307967 0 78276 0 245107 0 10200 0 14683 0 656233 0 175780 0 MARK KELEMEN CHIEF MEDICAL INFO OFFICER 330092 0 77677 0 49093 0 10200 0 14683 0 481745 0 0 0 ALISON G BROWN SVP PLANNING & MARKETING 355359 0 123633 0 59032 0 10200 0 14683 0 562907 0 0 0 Health or social club dues or initiation fees Schedule J, Part I, Line 1a UMMS executives receive a benefit package which may be used towards health club dues or other health maintenance programs. Such benefits are capped at $7,000, $5,000 or $3,000 depending on job title as described in the program documents. Severance 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. A MHHEFA (Series 2004B) 520936091 574217LP8 2003-12-17 37590847 Advance Refunding true false false B MHHEFA (series 2005) 520936091 574217w92 2008-06-25 144317619 Current Refunding false false false C MHHEFA (series 2006A) 520936091 574217YG4 2006-10-24 46070791 New Money false false false D MHHEFA (Series 2007A) 520936091 574217g74 2007-09-12 96445000 Advance refunding false false false A 9485000 25160000 37590847 0 0 0 444968 1056738 0 0 36089142 0 false true true true B 7025000 0 144317619 0 0 0 1167619 0 0 0 143150000 0 true false true true C 0 0 46907010 2214122 3498365 0 350032 0 0 40844491 0 0 2008 false false true true D 400000 0 96445000 0 0 0 784512 13877 0 0 95646611 0 false true true true A 0 B 0 C false false false true false true 0.00000 0.00000 0.00000 true D 0 A false false false false 0 false 0 false B false false false false 0 false 0 false C false false false false 0 false 0 false D false true true JP Morgan Bank amer 27. false 0 false false A true B true C true D true Schedule K, Part III, Line 9, Part IV, Line 9 Part V 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. 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true true A false false false true false true 0.00000 0.00000 0.00000 true B false false false true false true 0.00000 0.00000 0.00000 true C false false false true false true 0.00000 0.00000 0.00000 true A false false false false 0 false 0 false B false false false false 0 false 0 false C false false false false 0 false 0 false A true B true C true A MHHEFA (Series 2011B) 520936091 2011-12-01 59225000 CURRENT REFUNDING false false false B MHHEFA (Series 2011C) 520936091 2011-12-01 59225000 CURRENT REFUNDING false false false A 61800000 0 59225000 0 0 0 0 0 0 0 0 0 2000 true false true true B 58080000 0 59225000 0 0 0 0 0 0 0 0 0 2000 true false true true A false false false true false true 0.00000 0.00000 0.00000 true B false false false true false true 0.00000 0.00000 0.00000 true A false false false false 0 false 0 false B false false false false 0 false 0 false A true B true Atwood Collins Board Member 2500000 see below false Francis Kelly Board Member 1078688 see below false Robert L Pevenstein Board Member 7779 see below false John Dillon Board Member 156000 see below false Walter A Tilley Jr Board Member 105774 see below false Wayne L Gardiner Sr Board Member 245456 see below false 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. 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. 36 S Paca Street LLC 36 S Paca Street Baltimore MD 21211 562544990 Rental MD 1211000 13745000 UMMSC University of Maryland Ecare LLC 250 W Pratt Street Baltimore MD 21201 461441270 Healthcare MD 2861000 2847000 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 304000 954000 UMMSC Univ of MD Med Reg Prof Services 7601 Osler Drive Towson MD 21204 455559036 Healthcare MD 2595000 1203000 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 1340000 3485000 UMMSC Univ of MD St Joseph Medical Center LLC 7601 Osler Drive Towson MD 21204 352445106 Healthcare MD 287062413 249717283 UMMSC Univ of MD St Joseph Medical Group LLC 7601 Osler Drive Towson MD 21204 371704041 Healthcare MD 34396000 4467000 UMMSC Univ of MD St Joseph Orthopaedics LLC 7601 Osler Drive Towson MD 21204 320391006 Healthcare MD 20662000 2748000 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 16053587 5907717 UMMSC 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 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 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 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 true James Lawrence Kernan Hosp Endow Fd 2200 Kernan Drive Baltimore MD 21207 237360743 Fundraising MD 501(c)(3) 11B UMMSC true James Lawrence Kernan Hospital Inc 2200 Kernan Drive Baltimore MD 21207 520591639 Healthcare MD 501(c)(3) 03 UMMSC true UMMS Foundation Inc 22 South Greene Street Baltimore MD 21201 522238893 Fundraising MD 501(c)(3) 11A UMMSC true UNIVERSITY OF MARYLAND CHARLES REGIONAL PO Box 1070 La Plata MD 20646 522155576 Healthcare MD 501(c)(3) 11C UMMSC 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 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 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 4583000 5902500 false true 0.50000 Shipley's Imaging Center LLC 22 South Greene Street Baltimore MD 21201 522040338 Healthcare MD UMMSC RELATED 0 0 false 0 true 0.50000 Universitycare LLC 22 South Greene Street Baltimore MD 21201 521914892 Healthcare MD UMMSC RELATED 3929400 685800 false 0 true 0.90000 O'Dea Medical Arts Limited Partnership 7601 Osler Drive Towson MD 21204 521682964 Rental MD UMMSC RELATED 1951380 11125900 false true 0.74000 Advanced Imaging at St Joseph Medical C 7601 Osler Drive Towson MD 21204 521958002 Healthcare MD NA 924438 3077852 false true 0.51000 UCHSUMMS Real Estate Trust 520 Upper Chesapeake Dr Bel Air MD 21014 276803540 HOLD LAND MD NA 924438 3077852 false true 0.51000 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 15350500 93995500 0.50000 false UMMS Self Insurance Trust 22 South Greene Street Baltimore MD 21201 526315433 Insurance MD UMMS Trust 28361500 89140500 0.50000 false Upper Chesapeake Insurance Company LTD PO BOX 1109 GRAND CAYMAN GRAND CAYMAN ISLA CJ 980468438 CAPTIVE INSURANCE CJ UMUCHS LTD 1.00000 Upper Chesapeake Health Ventures Inc 520 Upper Chesapeake Dr Bel Air MD 21014 522031264 Healthcare MD UMMS C Corp 3367812 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 false true false true false false false false false false true true false false false false true true false University Care LLC l 117000 FMV University Care LLC k 43296 FMV James L Kernan Hospital Inc l 311468 FMV James L Kernan Hospital Inc q 10544073 FMV Maryland General Hospital Inc q 15233280 FMV Maryland General Hospital Inc r 1633171 FMV Baltimore Washington Medical Center Inc q 26135654 FMV Shore Health System Inc q 15681985 FMV Shore Health System Inc p 234511 FMV Chester River Hospital Center Inc q 3944532 FMV Charles Regional Medical Center Inc q 6256391 FMV Umms Foundation Inc c 3082493 FMV Charles Regional Medical Center Inc r 2500000 FMV