UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (EIN 52-1362793)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201421339349302292
- Schema version
- 2012v2.3
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T14:18:58-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521362793 | EIN |
Name Name
| 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 Name | % S MICHELLE LEE | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 4103281375 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Henry J Franey | Name |
| Title | Executive Vice President and CFO | Title |
| Phone | 4103281375 | Phone |
| Date Signed | 2014-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert Chrencik | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1749943873 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.umms.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9923 | TotalNbrEmployees |
| Total Nbr Volunteers | 930 | TotalNbrVolunteers |
| Total Gross UBI | 696623 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5589202 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8542000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8002747 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1342688343 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1546907736 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12582496 | InvestmentIncomePriorYear |
| Investment Income Current Year | -1854022 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 46133898 | OtherRevenuePriorYear |
| Other Revenue Current Year | 54644589 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1409946737 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1607701050 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 371750 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 261219 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 593530454 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 718577248 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 706599733 | OtherExpensePriorYear |
| Other Expenses Current Year | 889728325 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1300501937 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1608566792 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 109444800 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -865742 | RevenuesLessExpensesCY |
| Total Assets BOY | 2519210125 | TotalAssetsBOY |
| Total Assets EOY | 2831661723 | TotalAssetsEOY |
| Total Liabilities BOY | 1807273094 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1815324769 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 711937031 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1016336954 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 900099 | ActivityCode |
| Expense | 1433164598 | Expense |
| Grants | 261219 | Grants |
| Revenue | 1583234087 | Revenue |
| Description | 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 6/30/2013 IS APPROXIMATELY $40,717,688 AT COST. | Description |
| Total Program Service Expense | 1433164598 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 673 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 9923 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | S MICHELLE LEE | NamePerson |
| Telephone Number | 4103281376 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (43 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| GEORGES 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 | ||||
| W MOORHEAD VERMILYE | |||||||||
| 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 | 2174569 | 0 | 234466 | 10.0 | X | |||
| HENRY J FRANEY | |||||||||
| CFO- UMMS/TREASURER | 40.0 | 1132712 | 0 | 20541 | 10.0 | X | |||
| MEGAN M ARTHUR | |||||||||
| SVP & GEN COUNSEL/SECRETARY | 40.0 | 664062 | 0 | 22586 | 10.0 | X | |||
| JEFFERY A RIVEST | |||||||||
| PRESIDENT & CEO - UMMC | 40.0 | 1216320 | 0 | 19440 | 10.0 | X | |||
| LISA C ROWEN | |||||||||
| SVP & CNO - UMMC | 40.0 | 770158 | 0 | 24077 | 10.0 | X | |||
| HERBERT C BUCHANAN | |||||||||
| SVP & COO - UMMC | 40.0 | 525705 | 20967 | 10.0 | X | ||||
| JON P BURNS | |||||||||
| SVP & CIO | 40.0 | 584092 | 0 | 22586 | 10.0 | X | |||
| GLENN F ROBBINS | |||||||||
| SVP & CMO | 40.0 | 766740 | 0 | 24077 | 10.0 | X | |||
| JONATHAN E GOTTLIEB | |||||||||
| SVP & CMO | 40.0 | 683746 | 0 | 86242 | 10.0 | X | |||
| KEITH D PERSINGER | |||||||||
| SVP & CFO UMMC | 40.0 | 684762 | 0 | 15369 | 10.0 | X | |||
| RICK E DUNNING | |||||||||
| SVP FACILITIES & PLANNING | 40.0 | 387003 | 0 | 24077 | 10.0 | X | |||
| JOHN W ASHWORTH III | |||||||||
| SVP NETWORK DEVELOPMENT | 40.0 | 588536 | 0 | 20541 | 10.0 | X | |||
| MARK L WASSERMAN | |||||||||
| SVP EXTERNAL AFFRS | 40.0 | 486032 | 0 | 19440 | 10.0 | X | |||
| GERALD L WOLLMAN | |||||||||
| SVP - CORPORATE OPS | 40.0 | 440155 | 0 | 60806 | 10.0 | X | |||
| MARK KELEMEN | |||||||||
| CHIEF MEDICAL INFO OFFICER | 40.0 | 722895 | 0 | 24077 | 10.0 | X | |||
| ALISON G BROWN | |||||||||
| SVP PLANNING & MARKETING | 40.0 | 576007 | 0 | 24077 | 10.0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 12403494 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 663369 | TotalOtherCompensation |
| Number Individuals GT100 K | 821 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Living Legacy Foundation TRC | |||||
| 1730 Twin Springs Rd Suite 200 | BALTIMORE | MD | 21227 | Organ Transplant Svc | 10628737 |
| Aramark Healthcare | |||||
| 1101 Market Street | PHILADELPHIA | PA | 19107 | Food Svc | 4872719 |
| University of MD Faculty Physician | |||||
| 250 W Pratt St Suite 901 | BALTIMORE | MD | 21201 | Physician Svc | 4494601 |
| Cerner Corporation | |||||
| 2800 Rockcreek Parkway | N KANSAS CITY | MO | 64117 | HEALTHCARE IT | 3344898 |
| Receivables Outsourcing Inc | |||||
| 1920 Greenspring Drive Suite 200 | TIMONIUM | MD | 21093 | Healthcare Fin. Mgmt | 3207665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 251 | NumberOfContractorsGT100K |
| Related Organizations | 5002747 | RelatedOrganizations |
| Government Grants | 3000000 | GovernmentGrants |
| Total Contributions | 8002747 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | 1510489306 | 1509735447 | 753859 |
| PHARMACY | 900099 | 36418430 | 36101974 | 316456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1546907736 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7251737 | TotalRevenueColumn |
| Unrelated Business Revenue | 53767 | UnrelatedBusinessRevenue |
| Exclusion | -$7,305,504 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4295628 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1604000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2691628 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2691628 | TotalRevenueColumn |
| Unrelated Business Revenue | -509582 | UnrelatedBusinessRevenue |
| Exclusion | $3,201,210 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 146036538 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 140638823 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5397715 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5397715 | TotalRevenueColumn |
| Exclusion | $5,397,715 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEDICARE & MEDICAID MEANINGFUL USE INCENTIVE PMTS | 900099 | 20260730 | 20260730 | |
| INCOME FROM JOINT VENTURE | 900099 | 11440231 | $11,440,231 | |
| CAFETERIA | 900099 | 3488536 | 3488536 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16763464 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13647400 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 82123 | UnrelatedBusinessRevenue |
| Exclusion | $3,033,941 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 51952961 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1607701050 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1583234087 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 696623 | UnrelatedBusinessRevenue |
| Exclusion | $15,767,593 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261219 | Total |
| Program Services | 261219 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9589868 | Total |
| Program Services | 2220643 | ProgramServices |
| Management And General | 7369225 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 584996558 | Total |
| Program Services | 497032033 | ProgramServices |
| Management And General | 87964525 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18533783 | Total |
| Program Services | 12940119 | ProgramServices |
| Management And General | 5593664 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64704344 | Total |
| Program Services | 50338908 | ProgramServices |
| Management And General | 14365436 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40752695 | Total |
| Program Services | 30972911 | ProgramServices |
| Management And General | 9779784 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3866286 | Total |
| Program Services | 3131692 | ProgramServices |
| Management And General | 734594 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2923050 | Total |
| Management And General | 2923050 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2427221 | Total |
| Program Services | 1628571 | ProgramServices |
| Management And General | 798650 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75619 | Total |
| Management And General | 75619 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167777091 | Total |
| Program Services | 196583970 | ProgramServices |
| Management And General | -28806879 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6525993 | Total |
| Program Services | 2016754 | ProgramServices |
| Management And General | 4509239 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9738962 | Total |
| Program Services | 6056215 | ProgramServices |
| Management And General | 3682747 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33109603 | Total |
| Program Services | 28166032 | ProgramServices |
| Management And General | 4943571 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15839747 | Total |
| Program Services | 10924857 | ProgramServices |
| Management And General | 4914890 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1053772 | Total |
| Program Services | 506582 | ProgramServices |
| Management And General | 547190 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 491742 | Total |
| Program Services | 242385 | ProgramServices |
| Management And General | 249357 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31614532 | Total |
| Program Services | 27959128 | ProgramServices |
| Management And General | 3655404 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81943791 | Total |
| Program Services | 70060236 | ProgramServices |
| Management And General | 11883555 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33743468 | Total |
| Program Services | 29071261 | ProgramServices |
| Management And General | 4672207 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT | 96650981 | 96650981 | |
| MEDICAL SUPPLIES | 300296207 | 291227097 | 9069110 |
| PURCHASED SERVICES | 36275148 | 29921860 | 6353288 |
| UTLITIES | 27116111 | 15253434 | 11862677 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38259001 | Total |
| Program Services | 29997710 | ProgramServices |
| Management And General | 8261291 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1608566792 | Total |
| Program Services | 1433164598 | ProgramServices |
| Management And General | 175402194 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148071794 | BOY |
| EOY | 148014528 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 360013 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155572337 | BOY |
| EOY | 202704699 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1813170 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19187961 | BOY |
| EOY | 24709638 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123514960 | BOY |
| EOY | 8259492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1862746350 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 839001860 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789549530 | BOY |
| EOY | 1023744490 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206186206 | BOY |
| EOY | 217770000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143620000 | BOY |
| EOY | 128788735 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2846364 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 933507337 | BOY |
| EOY | 1072650594 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2519210125 | BOY |
| EOY | 2831661723 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206279457 | BOY |
| EOY | 269705556 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 142338 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1011752435 | BOY |
| EOY | 891132419 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119608402 | BOY |
| EOY | 294580855 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469632800 | BOY |
| EOY | 359763601 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1807273094 | BOY |
| EOY | 1815324769 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639847548 | BOY |
| EOY | 936658016 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71676897 | BOY |
| EOY | 79266352 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 412586 | BOY |
| EOY | 412586 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 711937031 | BOY |
| EOY | 1016336954 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2519210125 | BOY |
| EOY | 2831661723 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -865742 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 305265665 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $75,619 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 75619 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Activities | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1i | ReturnReference |
| Explanation | University of Maryland Medical System & Subsidiaries 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 7.71% and 23.98% 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. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years | |
| Current Year Minus4 Years | CurrentYearMinus4Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 261024146 | OtherCostOrOtherBasis |
| Book Value | 261024146 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 911321812 | OtherCostOrOtherBasis |
| Depreciation | 409096577 | Depreciation |
| Book Value | 502225235 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5510622 | OtherCostOrOtherBasis |
| Depreciation | 2497036 | Depreciation |
| Book Value | 3013586 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 584315873 | OtherCostOrOtherBasis |
| Depreciation | 426953034 | Depreciation |
| Book Value | 157362839 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100573897 | OtherCostOrOtherBasis |
| Depreciation | 455213 | Depreciation |
| Book Value | 100118684 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1023744490 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (12 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ECONOMIC INT IN ASSETS OF FDN | 65347689 |
| DEFERRED FINANCING COSTS | 9962506 |
| ASSETS WHOSE USE IS LIMITED | 255396017 |
| INVESTMENT IN SUBSIDIARIES | 518422639 |
| OTHER RECEIVABLES | 184819991 |
| DUE FROM AFFILIATES - NOTES RE | -32608984 |
| LIMITED USE ASSET - DEBT SRVC | 48068600 |
| ECONOMIC INT IN FOUNDATION | 9502627 |
| LONG TERM INVESTMENT - MRI | 7556526 |
| LONG TERM INVESTMENT - SJMC-RA | 3500718 |
| LIMITED USE ASSET MALPRACTICE | 1808481 |
| OTHER | 873784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1072650594 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM 3RD PARTY PAYORS | $83,178,240 |
| OTHER LIABILITIES | $91,485,571 |
| INT RATE SWAPS MARK TO MARKET | $145,504,000 |
| DUE TO AFFILIATE | $32,601,629 |
| OTHER MALPRACTICE | $3,775,116 |
| RETIRE PENSION | $360,000 |
| ACCRUED WAGES | $2,859,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 359763601 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule D, Part X | Identifier |
| Return Reference | FIN 48 FOOTNOTE PER AUDIT REPORT | ReturnReference |
| Explanation | 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. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 79451000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 79451000 | SubtotalAmountSpent |
| Total Amount Spent | 79451000 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500. | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 40717688 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 40717688 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02690 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 40717688 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 40717688 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02690 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3907348 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 155105 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3752243 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00250 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 122767119 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 122767119 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.08120 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 26114535 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10740165 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 15374370 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01020 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 380835 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 69957 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 310878 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 570900 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 570900 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 153740737 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10965227 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 142775510 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.09450 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 194458425 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 10965227 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 183493198 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.12140 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 5519 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 5519 | NetCommunityBuildingExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 83612 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 83612 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 127132 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 127132 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 87253 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 87253 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 179004 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 179004 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 14583 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 14583 | NetCommunityBuildingExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 497103 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 497103 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $69,040,105 | BadDebtExpenseAmount |
| Amount Reimbursed By Medicare | 397386669 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 310847391 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 86539278 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Childrens HospitalChildrensHospital | Teaching HospitalTeachingHospital | Er24 HoursEr24Hours |
|---|---|---|---|---|---|---|---|---|---|
| University of Maryland Hospital | |||||||||
| 1 | 22 S Green Street | Baltimore | MD | 21201 | X | X | X | X | X |
| UMMS St Joseph Medical Center LLC | |||||||||
| 2 | 250 West Pratt Street | Baltimore | MD | 21201 | X | X | X | X | |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | CHNA ConductedCHNAConducted | Community DefinitionCommunityDefinition | Community DemographicsCommunityDemographics | Existing ResourcesExistingResources | How Data ObtainedHowDataObtained | Community Health NeedsCommunityHealthNeeds | Other Health IssuesOtherHealthIssues | Identifying ProcessIdentifyingProcess | Consulting ProcessConsultingProcess | Information GapsInformationGaps | Needs Assessment ConductedNeedsAssessmentConducted | Take Into AccountTakeIntoAccount | Other FacilitiesOtherFacilities | CHNA Widely AvailableCHNAWidelyAvailable | Own WebsiteOwnWebsite | On RequestOnRequest | Adopt Implement StrategyAdoptImplementStrategy | Execute Implement StrategyExecuteImplementStrategy | Develop Community PlanDevelopCommunityPlan | Participate Community PlanParticipateCommunityPlan | Include Operational PlansIncludeOperationalPlans | Adopt BudgetAdoptBudget | Prioritize Health NeedsPrioritizeHealthNeeds | Prioritize ServicesPrioritizeServices | All Needs AddressedAllNeedsAddressed | Organization Incur Excise TaxOrganizationIncurExciseTax | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Asset LevelAssetLevel | Medical IndigencyMedicalIndigency | Insurance StatusInsuranceStatus | Uninsured DiscountUninsuredDiscount | Medicaid MedicareMedicaidMedicare | State RegulationStateRegulation | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Posted On WebsitePostedOnWebsite | Attached To InvoicesAttachedToInvoices | Posted In Emergency RoomPostedInEmergencyRoom | Posted In Admission OfficePostedInAdmissionOffice | Provided On AdmissionProvidedOnAdmission | Available On RequestAvailableOnRequest | Actions On NonpaymentActionsOnNonpayment | Collection ActivitiesCollectionActivities | Notify Upon AdmissionNotifyUponAdmission | Notify Before DischargeNotifyBeforeDischarge | Notified All PatientsNotifiedAllPatients | Documented DeterminationDocumentedDetermination | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Used Other MethodUsedOtherMethod | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Maryland Hospital | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | true | X | X | X | X | X | X | X | X | X | 12 | true | true | true | X | 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 | 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 |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 5 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (5 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| 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 |
Form990 Schedule H Part VI Form990ScheduleHPartVI (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 31 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 | Schedule H, Part II | University of Maryland Medical Center and UMMS St. Joseph Medical Center, LLC'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 centers 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'13- which includes part of calendar year 2012) impact. For FY'13, 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 percent of participants knew their blood pressure, and after attending the health fair, 94.9 percent of participants knew their blood pressure (z = 3.451, p <.01). In addition, prior to the health fair, 43.8 percent knew what their cholesterol number meant, and after the health fair 63.9 percent 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 percent before the fair compared to 58.8 percent. Forty one percent knew how often cervical cancer screenings needed to be completed before the fair as compared to 52.4 percent after the fair. Additionally, 37.5 percent of respondents knew how often prostate screening was needed before the fair as compared to 42.9 percent knowing the correct screening after the fair, and knowledge on bowel cancer screening experienced a slight decrease in knowledge with 36.3 percent before the fair and 35 percent 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 percent stated they would make a dietary behavior change as a result of the fair, and 80.6 percent stated they would make a physical activity behavior change as a result of the fair. In addition, 91 percent of respondents rated their overall satisfaction with the Fair as Very Good or Excellent. |
| 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. Individuals Eligible For Financial Assistance Schedule H, Part V, Section B Line 20D - All patients are charge state regulated rates regardless of their ability to pay. Line 22 - As previously discussed in an earlier Schedule H narrative, 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). |
| 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 ending on June 30, 2012. UMMC's Board of Directors approved and implemented the CHNA on June 28, 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 (including the community perspective, health experts, community leaders, SDoH, health statistics/indicators) was developed internally to lead the data collection and engagement methodology. Using the two above frameworks, data was collected from multiple sources, groups, and individuals and integrated into a comprehensive document which was utilized at a planning 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, and 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, and Brian Sturdivant, UMB Director of Community Affairs. In addition, UMMC conducted a survey of nearly 900 Baltimore City residents during major health fairs and sponsored a focus group of 30 major community partners. 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. 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. The Community Health Needs Assessment and Implementation Strategy will be completed again in FY15 and every three years thereafter and is available on request and can be viewed in its entirety at: http://umm.edu/media/UMM/PDFs/about percent20us/community percent20outreach/chna percent20executive percent20summary.ashx Analysis of all quantitative and qualitative data described in the above section identified thetop 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 and validated with the health experts from the UMB Campus Panel. - 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 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 a matrix was created to show the integration of our identified priorities and their alignment with the SHIP's Vision Areas. UMMC will also track 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 will be measured annually by UMMC for each priority areas through the related programming. Adjustments will be made to annual plans as other issues emerge or through our annual program evaluation. In addition to the identified strategic and sustained 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 with a leading Trauma Center, 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, community engagement & empowerment - 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, i.e. supporting policy on smoke-free parks and pools, redevelopment of Hollins Market as a Healthy Food Hub Unmet Community Needs The UMMC identified core community outreach priorities target the intersection of the identified community needs and the organization's key strengths and mission. Several additional topic areas were identified by the CET during the CHNA process including: behavioral health needs, lack of safe housing, transportation needs, and substance abuse. While the Medical Center will focus the majority of our efforts on the identified priorities outlined in the table above, we will review the complete set of needs identified in the CHNA for future collaboration and work. These areas, while still important to the health of the community, will be met through other health care organizations with our assistance as available. The unmet needs not addressed by UMMC will be addressed by key Baltimore City governmental agencies, other local healthcare providers and organizations, and existing community-based organizations with whom we partner with regularly. The CHNA report can be accessed via the following website: umm.edu/about/community/needs-assessment |
| Community Health Care Needs Assessment - UMSJMC | Schedule H, Part VI, Line 2 | University of Maryland St. Joseph Medical Center conducted a formal Community Health Needs Assessment and Implementation Strategy that was published in June of 2013 on our website. http://www.stjosephtowson.com/Community-Health-Needs-Assessment.aspx Between formal CHNA's we stay abreast of the health care needs of our community through our community health outreach staff, and our regular communication with community health partners. UM-St. Joseph Medical Center identified the following as needs of the community: 1. Access to health care services (understood as access to vaccinations, screenings and education) 2. Diabetes (including obesity, high blood pressure) 3. Substance abuse/tobacco abuse 4. Heart disease/hypertension/stroke 5. Maternal/infant health (low and very low birth weight) 6. Cancer 7. Dental health/services 8. Childhood obesity 9. Infectious Diseases UMSJMC addressed the folloiwng needs: 1. Access to health care services: Increase the number of flu vaccinations and screenings offered to the community 2. Diabetes: Maintain collaboration between hospital-based diabetes educators and staff of St. Clare Medical Outreach (free clinic serving primarily Hispanic population); Diabetes Center sponsored four-session series "Weight of the Nation" at no cost to community. 3. Underwriting of "Powered by Me" - an initiative to address a substance abuse, and partner violence among high school/college athletes, their coaches and their parents. Tobacco cessation and substance abuse addressed by our community health outreach staff as they offer presentations to high school and middle school students. 4. Continuation of 100 Free Mammograms program for minority women; self-breast exam education is included in the monthly ongoing screening; participate in the University of Maryland Medical Center's Springtime Community Fair, community health fair; participation in the Baltimore City Cancer/Health Equity Coalition, Baltimore County Cancer Coalition and Johns Hopkins Center to Reduce Cancer Disparities Community Advisory Group, Maryland Cancer Collaborative State Coalition; Collaborate with the University of Maryland Medical Center at the New Psalmist Baptist Mega Church - teaching self-breast exam method. UMSJMC did not address the following needs: 1. Childhood obesity: UM-St. Joseph Medical Center has no pediatric service of any significance and no collaboration with pediatricians which would provide the appropriate entry point for addressing childhood obesity. 2. Dental Services: We do not have dental resources at UM-St. Joseph Medical Center 3. After consultation with our Infection Prevention staff, we concluded that these infectious diseases are not present in the populations we serve to the degree that would make a concerted effort addressing them an appropriate use of our resources. 4. We did not address low and very low birth weight, because after consultation with the head of our perinatal and ob-gyn services it was clear that we have very few deliveries here of low-birth weight infants. Excellent prenatal care is already addressing that risk factor, even with our charity care patients. |
| Eligibility Education & FINANCIAL ASSISTANCE - UMMSC | Schedule H, Part VI, Line 3 | University of Maryland Medical Center's 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. Patient information sheets are provided in both English and Spanish. UMMC makes every effort to make financial assistance information available to our patients including, but not limited to: - Signage (English and Spanish) in main admitting area of the hospital - Signage (English and Spanish) in Adult and Pediatric Emergency Rooms - Signage in (English and Spanish) in Shock Trauma admitting area - Patient Handbook distributed to all patients - Brochures and Patient Information Sheets (English and Spanish) explaining financial assistance are made available in all patient care areas (Patient Registration, Emergency Room, Shock Trauma, and Outpatient areas) - Appearing in print media through local newspapers - Financial Counselors are also available on day and evening shifts in the main admitting area, Shock Trauma admitting, and both the Adult and Pediatric Emergency Rooms |
| Eligibility Education & FINANCIAL ASSISTANCE - UMSJMC | Schedule H, Part VI, Line 3 | Description of Financial Assistance Policy 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 | The University of Maryland Medical Center (UMMC) serves Baltimore City and the greater metropolitan region, including patients with in-state, out-of-state, and international referrals for tertiary and quaternary care. UMMC is a private, non-profit acute care hospital and is affiliated with the University of Maryland School of Medicine, as well as the surrounding professional schools on campus. It is the second leading provider of healthcare in Baltimore City and the state of Maryland, and has served the state's and city's populations since 1823. Despite the larger regional patient mix, for purposes of community benefits programming and this report, the Community Benefit Service Area (CBSA) of UMMC is now defined following the completion of our Community Health Needs Assessment in FY'12 using the following Baltimore City 10 zip codes: 21201, 21223, 21229, 21230, 21215, 21216, 21217, 21218, 21213, and 21225. However, UMMC does respond to community health issues outside of the primary CBSA as the need arises (i.e. H1N1 preparedness, emergency & disaster preparedness for the region and state, etc.). The 10 zip codes of the community benefit service area share many of the same attributes of poverty, unsafe neighborhoods, unmet health needs with no health insurance, and illiteracy. A summary of the social determinants of health and demographics follows. Demographics of Targeted 10-Zip CBSA Racial Status African Americans = 70 percent Caucasians = 25 percent Asian = 2 percent Hispanic = 2 percent Two or more races/Other = 1 percent Average Age = 37.52 years old Females = 53 percent Males = 47 percent Source: Nielsen Segmentation & Local Market Solutions 2012 Median Household Income within CBSA $34,675 Percentage of households with incomes below the federal poverty guidelines within the CBSA 21201 48.8 percent (Upton/Druid Heights) 21223 26.2 percent (SW Baltimore) 21216 & 21217 12.2 percent (Mondawmin) 21215 21.3 percent (Pimlico) 21229 15.1 percent/13.3 percent (Allendale/Edmondson) 21230 20.8 percent/11.4 percent (Washington Village/Morrell Park) 21230 8.8 percent (Inner Harbor/S. Baltimore) Source: Baltimore City Health Department (2011). Neighborhood Health Profile Report. www.baltimorehealth.org Percentage of Medicaid recipients by County (Targeted 10 zips) within the CBSA 39.3 percent Source: HSCRC Non-Confidential Database Percentage of Uninsured People by County (Targeted 10 zips) within the CBSA 16.5 percent Source: HSCRC Non-Confidential Database Social Determinants of Health (SDoH) Life Expectancy Baltimore City = 71.8 years 21201 62.9 years (Upton/Druid Heights) 21223 65 years (SW Baltimore) 21216 & 21217 69.6 years (Mondawmin) 21215 66.8 years (Pimlico) 21229 68.5/71.6 years (Allendale/Edmondson) 21230 68.6/70.8 years (Washington Village/Morrell Park) 21230 77.1/73.3 years (Inner Harbor/S. Baltimore) The entire 10 zip code CBSA is in an identified food desert with limited fresh or health food items available. In addition, the density of alcohol and tobacco stores is twice to three times the Baltimore City average. Homicide and domestic violence rates within the CBSA are double the Baltimore City average. |
| 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 percent Persons Over 65: 15.1 percent Female: 52.7 percent Median age: 39 years Median Household Income within the CBSA - $65,411 Available detail on race, ethnicity, and language within CBSA. White: 64.8 percent Black/African American: 27.0 percent Hispanic/Latino: 4.6 percent Asian alone: 5.4 percent Two or more races: 2.2 percent Language other than English spoken at home: 12.6 percent Percentage of households within the CBSA with incomes below the federal poverty guidelines within the CBSA - 5.4 percent Percentage of Medicaid Recipients in service area: 12 percent (Maryland overall - 15 percent) 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 | Within each of the six strategic community priorities, UMMC sponsors several larger, significant programs in each priority area. The community strategic priorities focus on: - Chronic Disease Prevention (2 Priority Areas) - Obesity/CV Disease/Diabetes Prevention (From the Heart Health Fair, Dance for Your Heart, Kids to Farmer's Market Program, Get Fit Kids) - Cancer Prevention (Baltimore City Cancer Prevention Program - BCCP) - Maternal Child Health (Stork's Nest Program) - Infectious Disease Prevention (2 Priority Areas) - HIV Prevention (Rapid HIV testing in partnership w/ JACQUES initiative) - Influenza Prevention (Annual Flu Clinics) - Injury Prevention - (Safe Kids, Baltimore; VIP Program) - Access to Care/Prevention (Integrated within each above area through free screening programs - BP, cholesterol, BMIs, HIV, etc.) - Workforce Development/Literacy - (BACH Fellows, Project Search, Youth Works, Live Near Your Work) In addition to the major initiatives listed below, there were numerous other, smaller events in the community in the past fiscal year to include over 60 local, neighborhood health fairs (in schools, neighborhoods, & places of worship), 10 flu clinics, Lunch and Learn sessions, Injury Prevention demonstrations and Safety Checks, and donations to over 25 non-profit organizations to benefit the community. Priority 1 - Obesity/CV Disease/Diabetes Identified Need: 68 percent of Balto City adults are either overweight or obese. Heart Disease is the 1st leading cause of death and stroke is the 3rd leading cause of death. Hospital Initiatives: Dance for Your Heart, Farmers' Market, Kids to Farmers' Market Program, Get Fit Kids, and Take a Loved One to the Doctor Day Outcomes: Maryland SHIP Objectives #25 (Reduce deaths from heart disease), #27 (Reduce diabetes-related emergency department visits), #30 (Increase the percentage of adults who are ant a healthy weight), #31 (Reduce the percent of children who are considered obese). #25 - Stable #27 - Decreased to 705.4 - trending positively #31 - Decreased to 16.7 - trending positively #30 - Not measured by DHMH Reach: 1,179 people (Elementary school students, Adults, and Seniors) reached through these programs Continuation of Programs: All initiatives are planned to continue. Priority 2 - Cancer Identified Need: 24.7 percent of Balto City adults smoke which is a higher rate than the 15.2 percent rate in Maryland Hospital Initiatives: Baltimore City Cancer Program (BCCP), Kick the Habit Education Outcomes: Maryland SHIP Objective #26 (Reduce overall cancer death rate) was 217.6 cancer deaths/100,000 - which is trending negatively with an increase from 216.8 in 2011, #32 (Reduce percent of adults who are current smokers) progress was not reported Reach: 2,205 reached through BCCP free screening programs, 2,560 people reached with smoking cessation information and education Continuation of Programs: All initiatives are planned to continue Priority 3 - Maternal Child Health Identified Need: Infant mortality (per 1,000 live births) is 12.1 in Balto City; 77.3 percent of pregnant women seek prenatal care in Balto City; 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: Stork's Nest Program, Breathmobile Outcomes: Maryland SHIP Objectives #3 (Reduce the percent of low birth weight births), #4 (Reduce sudden unexpected infant deaths), #6 (Increase percentage of pregnancies starting care in the 1st trimester) progress was not reported by DHMH. Maryland SHIP Objective # 17 (Reduce hospital emergency department visits from asthma) was trending down positively Reach: 183 women in Stork's Nest and 512 children served with 951 visits through the Breathmobile Continuation of Programs: All initiatives are planned to continue Priority 4 - Infectious Disease Prevention (HIV & Influenza) Identified Need: HIV infection is the 4th leading cause of death in Balto City; Only 37.4 percent of Balto City adults had a flu shot Hospital Initiatives: City Uprising Campaign, Free HIV testing, Influenza Campaign Outcomes: Maryland SHIP Objectives # 20 (Reduce new HIV infections in adults) and #24 (Increase the percent annually vaccinated for seasonal influenza) progress was not reported by DHMH Reach: Screened nearly 300 people for HIV; 957 people vaccinated for influenza through UMMC-sponsored flu clinics Continuation of Programs: All initiatives are planned to continue Priority 5 - Injury Prevention Identified Need: Homicide is the 6th leading cause of death in Balto City; Rate of pedestrian injuries is 3 times higher than the Maryland baseline Hospital Initiatives: Violence Intervention Program (VIP), Trauma Prevention Program, Safe Kids Baltimore, Safe Kids Buckle Up, and Safe Kids Inspector Detector Outcomes: Maryland SHIP Objectives # 9 (Decrease the rate of alcohol-impaired fatalities) and #15 (Reduce pedestrian injuries on public roads) progress was not reported by DHMH Reach: 23,173 Children and Adults reached through the programs Continuation of Programs: All initiatives are planned to continue Priority 6 - Workforce Development Identified Need: 11 percent unemployment rate in Balto City with 6 out of 10 targeted zips with much higher rates (up to 19.6 percent) Hospital Initiatives: PCT Training, Student Internships, BACH Fellows, Out of School Youth Internships, Surgical Tech Training Outcomes: Maryland SHIP Objective #36 (Increase the proportion of persons with health insurance) was 84.3 percent, up from83.6 percent Reach: 175 individuals reached through the programs Continuation of Programs: All initiatives are planned to continue Now in its second year, our community outreach website was created in FY'11 on the public web site of the University of Maryland Medical Center. All of our community benefit information is now available online as well as our community calendar of events and information on our outreach programming and initiatives. The CHNA recently completed in FY'12 is also available on this site as is our Community Benefit Annual Report. For FY'12, there were 4,871 page views with 2,300 unique visitors. This represents a 55 percent increase in page views and a 65 percent increase in unique visitors as compared to FY'11. A calendar of upcoming events is posted for the community on this site. Visit us at www.umm.edu/community UMMC remains committed to Empowering and Building Healthy Communities. |
| Promoting the Health of the Community - UMSJMC | Schedule H, Part VI, Line 5 | UM-St. Joseph Medical Center has been involved in the following community building activities: - A group from the hospital Executive Team participated in a Habitat for Humanity Project this past year - We received special recognition from the State of Maryland's Disability Coalition or our involvement of developmentally challenged adults in our volunteer department, providing socialization, mentoring, and engagement with staff throughout the hospital - We sponsored 45 families through the Salvation Army's Angel Tree Project in December |
| Affiliated Health Care System Roles | Schedule H, Part VI, Line 6 | The University of Maryland Medical Center is an 800-bed teaching hospital in Baltimore and the flagship institution of the 12-hospital University of Maryland Medical System (UMMS) . As a national and regional referral center for trauma, cancer care, neurocare, cardiac care, women's and children's health and physical rehabilitation, UMMC treats patients who are referred nationally and regionally for expertise in time-sensitive critical care medicine. UMMC also has one of the largest solid organ transplant programs in the country, performing more than 400 abdominal and thoracic transplants a year. All physicians on staff at the Medical Center are faculty physicians of the University of Maryland School of Medicine. As part of the University of Maryland Medical System, the Medical Center participates in the UMMS Community Health Outreach and Advocacy Team to validate data and information from other UMMS hospitals and collaborate on large system-wide events and initiatives. Several UMMS-sponsored events that the Medical Center partners with other UMMS' hospitals include: Spring into Good Health, From the Heart, and Take a Loved One to the Doctor Day. The UMMC retains its strategic community outreach priorities while collaborating with other UMMS hospitals. The Medical Center especially collaborates with the Baltimore-based hospitals (University of Maryland Midtown Campus, formerly Maryland General, Mt Washington Pediatric Hospital, and University of Maryland Rehabilitation and Orthopedic Institute, formerly Kernan Hospital). Several members of the UMMC Community Outreach Team are members of the UMMS Community Advocacy and UMMS Community Benefits Teams. Information and collaborative opportunities are discussed in all forums. In most instances, the UMMC provides clinical expertise in many specialty fields as well staff support and resources for larger system-wide programming while retaining focus on our key community strategic priorities. State Filing of Community Benefit Report Schedule H, Part VI, Line 7 MARYLAND |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| University of Maryland Baltimore Foundation Inc | |||||||
| 100 N Greene St | Baltimore | MD | 21201 | 311678679 | 501(c)(3) | 50000 | General Assistance |
| Youthworks Baltimore City Foundation Inc | |||||||
| 101 West 24th Street | Baltimore | MD | 21218 | 521212473 | 501(c)(3) | 50000 | General Assistance |
| Civista Health Foundation | |||||||
| 616 E Charles St | La Plata | MD | 20646 | 521414564 | 501(c)(3) | 10000 | General Assistance |
| Healthcare Financial Mgmt Assoc | |||||||
| 6701 N Charles St | Baltimore | MD | 21204 | 362318336 | 501(c)(3) | 5500 | General Assistance |
| Univ of Maryand Medical System Foundation | |||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521362793 | 501(c)(3) | 34800 | General Assistance |
| Cal Ripken Sr Foundation | |||||||
| 1427 Clarkview Road | Baltimore | MD | 21209 | 522310500 | 501(c)(3) | 25000 | General Assistance |
| Baltimore Area Council BSA | |||||||
| 701 Wyman Park Dr | Baltimore | MD | 21211 | 520591572 | 501(c)(3) | 6000 | General Assistance |
| Education Based Latino Outreach | |||||||
| 606 S Ann Street | Baltimore | MD | 21231 | 651255947 | 501(c)(3) | 10000 | General Assistance |
| Living Legacy Foundation | |||||||
| 1730 Twin Springs Rd Ste 200 | Baltimore | MD | 21227 | 521726533 | 501(c)(3) | 10000 | General Assistance |
| Upper Chesapeake Health Foundation | |||||||
| 520 Upper Chesapeake Drive | Bel Air | MD | 21014 | 521398507 | 501(c)(3) | 5750 | General Assistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 29 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Explanation | University of Maryland Medical System makes contributions to organizations in support of its overall mission of health promotion in the community it serves. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT A CHRENCIK | |||||||||||||
| PRESIDENT AND CEO | 1166972 | 0 | 994524 | 0 | 13073 | 0 | 223385 | 0 | 11081 | 0 | 2409035 | 0 | |
| HENRY J FRANEY | |||||||||||||
| CFO- UMMS/TREASURER | 681048 | 0 | 332677 | 0 | 118987 | 0 | 10000 | 0 | 10541 | 0 | 1153253 | 0 | |
| MEGAN M ARTHUR | |||||||||||||
| SVP & GEN COUNSEL/SECRETARY | 412494 | 0 | 175800 | 0 | 75768 | 0 | 10000 | 0 | 12586 | 0 | 686648 | 0 | |
| JEFFERY A RIVEST | |||||||||||||
| PRESIDENT & CEO - UMMC | 718037 | 0 | 356153 | 0 | 142130 | 0 | 10000 | 0 | 9440 | 0 | 1235760 | 0 | |
| LISA C ROWEN | |||||||||||||
| SVP & CNO - UMMC | 343676 | 0 | 151633 | 0 | 274849 | 0 | 10000 | 0 | 14077 | 0 | 794235 | 0 | 182705 |
| HERBERT C BUCHANAN | |||||||||||||
| SVP & COO - UMMC | 390562 | 83400 | 51743 | 10000 | 10967 | 546672 | |||||||
| JON P BURNS | |||||||||||||
| SVP & CIO | 366455 | 0 | 157723 | 0 | 59914 | 0 | 10000 | 0 | 12586 | 0 | 606678 | 0 | |
| GLENN F ROBBINS | |||||||||||||
| SVP & CMO | 499659 | 0 | 183360 | 0 | 83721 | 0 | 10000 | 0 | 14077 | 0 | 790817 | 0 | |
| JONATHAN E GOTTLIEB | |||||||||||||
| SVP & CMO | 498407 | 0 | 177778 | 0 | 7561 | 0 | 75700 | 0 | 10542 | 0 | 769988 | 0 | |
| KEITH D PERSINGER | |||||||||||||
| SVP & CFO UMMC | 446303 | 0 | 174636 | 0 | 63823 | 0 | 10000 | 0 | 5369 | 0 | 700131 | 0 | |
| RICK E DUNNING | |||||||||||||
| SVP FACILITIES & PLANNING | 251802 | 0 | 94512 | 0 | 40689 | 0 | 10000 | 0 | 14077 | 0 | 411080 | 0 | |
| JOHN W ASHWORTH III | |||||||||||||
| SVP NETWORK DEVELOPMENT | 368549 | 0 | 157673 | 0 | 62314 | 0 | 10000 | 0 | 10541 | 0 | 609077 | 0 | |
| MARK L WASSERMAN | |||||||||||||
| SVP EXTERNAL AFFRS | 308614 | 0 | 132300 | 0 | 45118 | 0 | 10000 | 0 | 9440 | 0 | 505472 | 0 | |
| GERALD L WOLLMAN | |||||||||||||
| SVP - CORPORATE OPS | 306419 | 0 | 130201 | 0 | 3535 | 0 | 46729 | 0 | 14077 | 0 | 500961 | 0 | |
| MARK KELEMEN | |||||||||||||
| CHIEF MEDICAL INFO OFFICER | 328913 | 0 | 133753 | 0 | 260229 | 0 | 10000 | 0 | 14077 | 0 | 746972 | 0 | 184799 |
| ALISON G BROWN | |||||||||||||
| SVP PLANNING & MARKETING | 353618 | 0 | 157691 | 0 | 64698 | 0 | 10000 | 0 | 14077 | 0 | 600084 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | During the Fiscal Year- ended June 30, 2013, 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 Gerald L. Wolman. During the Fiscal Year-ended June 30, 2013, 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 Herbert C. Buchanan Keith D. Persinger Megan M. Arthur Jon P. Burns Rick E. Dunning Glenn F. Robbing John W. Ashworth Mark L. Wasserman Allison G. Brown During the Fiscal Year-ended June 30, 2013, 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). Lisa C. Rowen Mark Kelemen |
| 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
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| MHHEFA | ||||||||
| A | 520936061 | 574217W92 | 2008-06-25 | 144317619 | CURRENT REFUNDING | false | false | false |
| MHHEFA | ||||||||
| B | 520936091 | 574217YG4 | 2006-10-24 | 46070791 | NEW MONEY | false | false | false |
| MHHEFA | ||||||||
| C | 520936091 | 574217G74 | 2007-09-12 | 96445000 | ADVANCE REFUNDING | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 7025000 | 0 | 144317619 | 0 | 0 | 0 | 1167619 | 0 | 0 | 0 | 143150000 | 0 | true | false | true | true | |
| B | 0 | 0 | 46907010 | 2214122 | 3498365 | 0 | 350032 | 0 | 0 | 40844491 | 0 | 0 | false | false | true | true | 2008 |
| C | 400000 | 0 | 96445000 | 0 | 0 | 0 | 784512 | 13877 | 0 | 0 | 95646611 | 0 | false | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | false | ||
| B | false | false | false | false | 0.00000 | false | false | false | false | 0.00000 | 0.00000 |
| C | false | false | false | false | 0 | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Term Of HedgeTermOfHedge |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | false | false | false | 0 | false | false | |
| 0 | ||||||||||
| B | false | false | false | false | false | false | 0 | false | false | |
| jp morgan bankamer | ||||||||||
| C | false | false | true | true | false | false | 0 | false | false | 27. |
Form990 Schedule K Part V Form990ScheduleKPartV (3 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
| C | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule K, Part III, Line 9, Part IV, Line 9 and Part V | Identifier |
| Return Reference | 0 | ReturnReference |
| 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| MHHEFA | ||||||||
| A | 520936091 | 574217V28 | 2008-05-21 | 50000000 | CURRENT REFUNDING | false | false | false |
| MHHEFA | ||||||||
| B | 520936091 | 574217V36 | 2008-05-21 | 55000000 | CURRENT REFUNDING | false | false | false |
| MHHEFA | ||||||||
| C | 520936091 | 574217Y66 | 2008-07-10 | 89764001 | CURRENT REFUNDING | false | false | false |
| MHHEFA | ||||||||
| D | 520936091 | 5742175E1 | 2010-01-07 | 241441656 | new money/current refunding | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Year Of Subst CompletionYearOfSubstCompletion |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 50000000 | 0 | 0 | 0 | 283967 | 33758 | 0 | 0 | 49682275 | 0 | true | false | true | true | |
| B | 0 | 0 | 55000000 | 0 | 0 | 0 | 309350 | 36775 | 0 | 0 | 54653875 | 0 | true | false | true | true | |
| C | 17365000 | 0 | 89764001 | 0 | 0 | 0 | 792457 | 0 | 0 | 0 | 88971544 | 0 | true | false | true | true | |
| D | 10460000 | 0 | 241441656 | 18011140 | 0 | 0 | 2656305 | 0 | 0 | 107087957 | 90774211 | 22912043 | true | false | false | true | 2012 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | false |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | false |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | false |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|
| jp morgan bankamer | ||||||||||
| A | false | false | true | true | 34.6 | false | false | 0 | false | false |
| jp morgan bankamer | ||||||||||
| B | false | false | true | true | 34.6 | false | false | 0 | false | false |
| 0 | ||||||||||
| C | false | false | false | false | false | false | 0 | false | false | |
| 0 | ||||||||||
| D | false | false | false | false | 0 | false | false | |||
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| MHHEFA | |||||||
| A | 520936091 | 2012-08-16 | 40785000 | current refunding | false | false | false |
| MHHEFA | |||||||
| B | 520936091 | 2012-08-16 | 50175000 | current refunding | false | false | false |
| MHHEFA | |||||||
| C | 520936091 | 2012-08-16 | 75205000 | current refunding | false | false | false |
| MHHEFA | |||||||
| D | 520936091 | 2012-08-16 | 50170000 | current refunding | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 40785000 | 0 | 0 | 0 | 580000 | 0 | 0 | 0 | 40205000 | 0 | true | false | false | true |
| B | 0 | 0 | 50175000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50175000 | 0 | true | false | false | true |
| C | 0 | 0 | 75205000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 75205000 | 0 | true | false | false | true |
| D | 0 | 0 | 50170000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50170000 | 0 | true | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | false |
| B | false | false | false | false | 0 | false | false | false | false |
| C | false | false | false | false | 0 | false | false | false | false |
| D | false | false | false | false | 0 | false | false | false | false |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Superintegrated HedgeSuperintegratedHedge | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | false | false | false | false | false | 0 | false | false |
| 0 | |||||||||
| B | false | false | false | false | false | false | 0 | false | false |
| 0 | |||||||||
| C | false | false | false | false | false | false | 0 | false | false |
| 0 | |||||||||
| D | false | false | false | false | false | false | 0 | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | false |
| B | false |
| C | false |
| D | false |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MHHEFA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 520936091 | IssuerEIN |
| CUSIP Number | 574218MH3 | CUSIPNumber |
| Date Issued | 2013-03-08 | DateIssued |
| Issue Price | 265377428 | IssuePrice |
| Description Of Purpose | new money/current & advanced refun | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Pool Financing | false | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 0 | AmountRetired |
| Amount Bond Defeased | 0 | AmountBondDefeased |
| Total Proceeds | 265377428 | TotalProceeds |
| Amount In Reserve Fund | 0 | AmountInReserveFund |
| Capitalized Interest | 0 | CapitalizedInterest |
| Refunding Escrow | 54010562 | RefundingEscrow |
| Issuance Costs From Proceeds | 2662975 | IssuanceCostsFromProceeds |
| Credit Enhancement | 0 | CreditEnhancement |
| Working Capital Expenditures | 0 | WorkingCapitalExpenditures |
| Capital Expenditures | 129930000 | CapitalExpenditures |
| Other Spent Proceeds | 35603891 | OtherSpentProceeds |
| Amount Unspent | 43170000 | AmountUnspent |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | true | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0 | PrcntgePrvtBusinessUseByOthers |
| Bond Iss Meet Prvt Security Pay Test | false | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedProp |
| Remedial Action Taken | false | RemedialActionTaken |
| Non Qualified Bond Remed Procdrs | false | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiled |
| Rebate Not Due Yet | false | RebateNotDueYet |
| Variable Rate Issue | false | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | false | SuperintegratedHedge |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
Name Of GIC Provider NameOfGICProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | false | ProcToUndertkCorrectiveAction |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Atwood Collins | |||
| Board member | 899240 | see below | false |
| Francis Kelly | |||
| Board member | 1014287 | see below | false |
| Catherine Pugh | |||
| Board member | 100000 | See below | false |
| John Dillon | |||
| Board member | 117000 | See below | false |
| Walter A Tilly Jr | |||
| Board member | 122764 | See below | false |
Form990 Schedule L Part V Form990ScheduleLPartV (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Atwood Collins | The organization uses M&T Bank for many of its banking services, including treasury management, deposit services, 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 the 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 the bank are charged at or below fair market value. |
| Catherine Pugh | The Medical Center purchased "Healthy Holly" books through a third party and Mrs. Pugh was the recipient of the profit on the sale. Books were purchased at or below FMV. |
| 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| Form 990, Part VII | Honorable Francis X. Kelly, Chairman John W. Ashworth, III, Member Reverend Joseph F. Barr, Member Martin A. Brutscher, Member Robert A. Chrencik, Member John P. Coale, Esq., Member Monsignor Richard E. Cramblitt, Member Carmen F. Deyesu, Member R. Michael Gill, Member Edward J. Gilliss, Esq., Vice Chairman Patrick J. Goles, Member Caroline A. Griffin, Esq., Member Rev. Monsignor J. Bruce Jarboe, Member Maravene S. Loeschke, PhD., Member James P. O'Conor, Member E. Albert Reece, MD, PhD., MBA, Member Honorable James T. Smith, Jr., Member Kevin A. Stierer, Sr., M.D., Member Mohan Suntha, M.D., M.B.A., Member Officers - Non Voting Members Craig Carmichael - VP Operations Paul Nicholson - CFO | University of Maryland St. Joseph's Medical Center Board of Directors |
| Form 990, Part VIII, IX, and X | Total Revenue Per 990 Entity Contributions Program Invest/Rental Other and G/L UMMS 52-1362793 7,870,000 1,361,510,939 (37,703) 45,668,954 UMMRSS LLC 45-5565991 - 38,581 - - UMRPS LLC 45-5559036 - 2,546,464 - - UMSJP LLC 30-0755741 - - 53,767 703,333 UMSJMG LLC 37-1704041 - 13,389,000 - 2,675,000 UMSJO LLC 32-0391006 - 22,430,284 - - UMSJMC 35-2445106 132,747 146,992,468 821,542 2,905,674 Total 8,002,747 1,546,907,736 837,606 51,592,961 Total Expenses Per 990 Entity Program Management Fundraising UMMS 52-1362793 1,230,525,027 127,069,581 - UMMRSS LLC 45-5565991 482,781 51,174 - UMRPS LLC 45-5559036 2,348,799 76,817 - UMSJP LLC 30-0755741 - 1,062,654 - UMSJMG LLC 37-1704041 19,558,004 3,007,942 - UMSJO LLC 32-0391006 25,894,071 2,609,120 - UMSJMC 35-2445106 154,355,916 41,524,906 - Total 1,433,164,598 175,402,194 - Balance Sheet - Assets Entity Total Assets UMMS 52-1362793 2,551,616,618 UMMRSS LLC 45-5565991 (475,452) UMRPS LLC 45-5559036 340,364 UMSJP LLC 30-0755741 51,081 UMSJMG LLC 37-1704041 (2,457,879) UMSJO LLC 32-0391006 (3,761,217) UMSJMC 35-2445106 286,348,208 Total 2,831,661,723 Balance Sheet - Liabilities and Fund Balance Entity Total Total Total Liabilities Fund Balance UMMS 52-1362793 1,476,375,138 1,075,241,480 2,551,616,618 UMMRSS LLC 45-5565991 19,922 (495,374) (475,452) UMRPS LLC 45-5559036 219,516 120,848 340,364 UMSJP LLC 30-0755741 356,635 (305,554) 51,081 UMSJMG LLC 37-1704041 4,044,067 (6,501,946) (2,457,879) UMSJO LLC 32-0391006 2,311,690 (6,072,907) (3,761,217) UMSJMC 35-2445106 331,997,801 (45,649,593) 286,348,208 Total 1,815,324,769 1,016,336,964 2,831,661,723 | Consolidation |
| Form 990 Review Process | 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 A 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. | Form 990, Part VI, Line 11b |
| Conflict of Interest Policy Monitoring & Enforcement | 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, UNIVERSITY SPECIALTY HOSPITAL 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, UNIVERSITY SPECIALTY HOSPITAL 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. | Form 990, Part VI, Line 12c |
| Process for Determining Compensation | 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. | Form 990, Part VI, Lines 15a and 15b |
| How Documents are Made Available to the Public | 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. | Form 990, Part VI, Line 19 |
| Reconciliation of Net Assets | Net assets Released from restrictions for purchases of property and equipment - (UMMC / Trauma Expansion) $16,503,000 Change in ownership int- Joint Ventures 1,170,000 Capital transfer - MGH (8,537,000) Capital transfer - Chester River (4,300,000) Capital transfer - SHS 36,000 Change Fair Value- Interest rate swap 2,272,999 Other 205,990,609 Change in FOundation 7,346,289 Change in TRNA - Corp 242,711 Change in FMV of INT Rate Swap 69,206,057 Change in FMV of Investments 15,335,000 ----------- Total 305,265,665 | Form 990, Part XI, Line 9 |
| HOURS ON RELATED ENTITY | THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) IS A MULTI-ENTITY HEALTH CARE SYSTEM THAT INCLUDES 10 ACUTE CARE HOSPITALS, 3 ACUTE CARE HOSPITALS OWNED IN JOINT VENTURE ARRANGEMENTS 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. | PART VII, SECTION A, COL (B) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| 36 S Paca Street LLC | |||||||||
| 36 S Paca Street | Baltimore | MD | 21211 | 562544990 | Rental | MD | 1180000 | 13997000 | UMMSC |
| SJMC Physicians LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 364734065 | Healthcare | MD | 0 | 0 | UMMSC |
| Univ of MD Med Reg Supplier Services | |||||||||
| 251 W Pratt Street | Baltimore | MD | 21201 | 455565991 | Healthcare | MD | 21000 | 947000 | UMMSC |
| Univ of MD Med Reg Prof Services | |||||||||
| 252 W Pratt Street | Baltimore | MD | 21201 | 455559036 | Healthcare | MD | 2370000 | 2099000 | UMMSC |
| University of Maryland Ecare LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 461441270 | Healthcare | MD | 415000 | 2126000 | UMMSC |
| USSJ Health System LLC | |||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 460797956 | healthcare | MD | 0 | 0 | UMMSC |
| USSJ Heath 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 | 757000 | 3256000 | UMMSC |
| Univ of MD St Joseph Medical Center | |||||||||
| 250 W Pratt Street | baltimore | MD | 21201 | 352445106 | Healthcare | MD | 137388000 | 283662000 | UMMSC |
| Univ of MD St Joseph Orthopaedics LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 320391006 | Healthcare | MD | 20088000 | 15999000 | UMMSC |
| OLP LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | Healthcare | MD | 0 | 0 | UMMSC | |
| Univ of MD St Joseph Medical Group | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 371704041 | HEALTHCARE | MD | 14900000 | 3718000 | UMMSC |
Form990 Schedule R Part II Form990ScheduleRPartII (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Baltimore Washington Emergency Phys Inc | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521756326 | HEALTH CARE | MD | 501(c)(3) | 11a | BWMS | false |
| Baltimore Washington Healthcare Services | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830243 | HEALTH CARE | MD | 501(c)(3) | 11a | BWMS | false |
| Baltimore Washington Medical Center Inc | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 520689917 | HEALTH CARE | MD | 501(c)(3) | 03 | BWMS | false |
| Baltimore Washington Medical System Inc | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830242 | HEALTH CARE | MD | 501(c)(3) | 11a | UMMSC | true |
| BW Medical Center Foundation Inc | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521813656 | HEALTH CARE | 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 | |
| Chester River Health Foundation Inc | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 521338861 | FUNDRAISING | MD | 501(c)(3) | 07 | CRHS | false |
| Univ of MD Shore Regional Health Inc | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 522046500 | HEALTH CARE | MD | 501(c)(3) | 11a | UMMSC | true |
| Chester River Hospital Center Inc | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 520679694 | HEALTH CARE | MD | 501(c)(3) | 03 | CRHS | false |
| Chester River Manor Inc | ||||||||||
| 200 MORGNEC ROAD | CHESTERTOWN | MD | 21620 | 526070333 | HEALTH CARE | MD | 501(c)(3) | 09 | CRHS | false |
| Maryland General Clinical Practice Group | ||||||||||
| 827 LINDEN AVE | BALTIMORE | MD | 21201 | 521566211 | HEALTH CARE | MD | 501(c)(3) | 11b | MGHS | false |
| Maryland General Comm Health Foundation | ||||||||||
| 827 LINDEN AVE | BALTIMORE | MD | 21201 | 522147532 | FUNDRAISING | MD | 501(c)(3) | 11c | MGHS | false |
| University of Maryland Midtown Health | ||||||||||
| 827 LINDEN AVE | BALTIMORE | MD | 21201 | 521175337 | HEALTH CARE | MD | 501(c)(3) | 11b | UMMSC | true |
| Maryland General Hospital Inc | ||||||||||
| 827 LINDEN AVE | BALTIMORE | MD | 21201 | 520591667 | HEALTH CARE | MD | 501(c)(3) | 03 | MGHS | false |
| Care Health Services Inc | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521510269 | HEALTH CARE | 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 | HEALTH CARE | MD | 501(c)(3) | 03 | SHS | false |
| Shore Health System Inc | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 520610538 | HEALTH CARE | 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 | HEALTH CARE | MD | 501(c)(3) | 03 | UMMSC | true |
| Shipley's Choice Medical Park Inc | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 043643849 | REAL ESTATE | MD | 501(c)(2) | UMMSC | true | |
| UMMS Foundation Inc | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 522238893 | FUNDRAISING | MD | 501(c)(3) | 11a | UMMSC | true |
| University Specialty Hospital | ||||||||||
| 611 SOUTH CHARLES STREET | BALTIMORE | MD | 21230 | 520882914 | HEALTH CARE | MD | 501(c)(3) | 03 | UMMSC | true |
| Civista Health Inc | ||||||||||
| 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 |
| Civista Health Foundation Inc | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 521414564 | Fundraising | MD | 501(c)(3) | 11a | CIVHS | false |
| Civista Health Auxiliary Inc | ||||||||||
| 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 |
Form990 Schedule R Part III Form990ScheduleRPartIII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates LLC | ||||||||||||||
| 301 Hospital Drive | GLEN BURNIE | MD | 21601 | 522000762 | HEALTH CARE | MD | NA | |||||||
| Central Maryland Radiology Oncology | ||||||||||||||
| 10710 Charter Drive | COLUMBIA | MD | 21044 | 270879418 | HEALTH CARE | MD | UMMSC | Related | 333500 | 6676000 | false | $0 | true | 0.50000 |
| Innovative Health LLC | ||||||||||||||
| 29165 Canvasback Drive Suite 100 | EASTON | MD | 21601 | 521997287 | BILLING | MD | NA | |||||||
| Baltimore Washington Imaging LLC | ||||||||||||||
| 301 Hospital Drive | GLEN BURNIE | MD | 21061 | 200806027 | HEALTH CARE | MD | NA | |||||||
| North Arundel Senior Living LLC | ||||||||||||||
| 301 Hospital Drive | GLEN BURNIE | MD | 21061 | 541810728 | HEALTH CARE | MD | NA | |||||||
| NAHSunrise of Severna Park LLC | ||||||||||||||
| 301 Hospital Drive | GLEN BURNIE | MD | 21061 | 541810729 | HEALTH CARE | MD | NA | |||||||
| Shipley's Imaging Center LLC | ||||||||||||||
| 22 South Greene Street | BALTIMORE | MD | 21201 | 522040338 | HEALTH CARE | MD | NA | Related | 830000 | 600500 | false | $0 | true | 0.50000 |
| Universitycare LLC | ||||||||||||||
| 22 South Greene Street | BALTIMORE | MD | 21201 | 521914892 | HEALTH CARE | MD | UMMSC | Related | 4823 | 528300 | false | $0 | true | 0.90000 |
| O'Dea Medical Arts Limited Partnership | ||||||||||||||
| 7601 Osler Drive | towson | MD | 21204 | 521682964 | Healthcare | MD | UMMSC | Related | 917980 | 5775458 | false | true | 0.74000 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | HEALTH CARE | MD | NA | C Corp | ||||||||
| BW Professional Services Inc | ||||||||||||||||
| 301 Hospital Drive | GLEN BURNIE | MD | 21061 | 521655640 | HEALTH CARE | MD | NA | C Corp | ||||||||
| Univ Midtown Prof Center A Condominium | ||||||||||||||||
| 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 | ||||||||
| Terrapin Insurance Company | ||||||||||||||||
| 980129232 | Insurance | UMMSC | C Corp | PO Box 1109 | Grand Cayman | CJ | KY1-1102 | 15592000 | 75155000 | 0.50000 | false | |||||
| UMMS Self Insurance Trust | ||||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 526315433 | Insurance | MD | UMMSC | Trust | 27144000 | 70043000 | 0.50000 | false | ||||
| NA Executive Building Condo Assn Inc | ||||||||||||||||
| 301 Hospital Drive | GLEN BURNIE | MD | 21061 | REAL ESTATE | MD | NA | C Corp | |||||||||
| Civista Care Partners Inc | ||||||||||||||||
| 701 EAST CHARLES STREET | LA PLATA | MD | 20646 | 522176314 | HEALTH CARE | NA | C CORP | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (15 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY CARE LLC | ||
| l | 117000 | FMV |
| UNIVERSITY CARE LLC | ||
| k | 42669 | fmv |
| JAMES L KERNAN HOSPITAL INC | ||
| l | 310236 | fmv |
| JAMES L KERNAN HOSPITAL INC | ||
| Q | 7525868 | fmv |
| UNIVERSITY SPECIALTY HOSPITAL | ||
| k | 79560 | fmv |
| MARYLAND GENERAL HOSPITAL INC | ||
| q | 8419152 | fmv |
| MARYLAND GENERAL HOSPITAL INC | ||
| r | 8538342 | fmv |
| BALTIMORE WASHINGTON MEDICAL CENTER INC | ||
| q | 12966360 | fmv |
| SHORE HEALTH SYSTEM INC | ||
| q | 7695122 | fmv |
| SHORE HEALTH SYSTEM INC | ||
| p | 231913 | fmv |
| CHESTER RIVER HOSPITAL CENTER INC | ||
| q | 1889271 | fmv |
| CHARLES REGIONAL MEDICAL CENTER INC | ||
| q | 2778654 | fmv |
| UMMS FOUNDATION INC | ||
| c | 4870175 | fmv |
| CHESTER RIVER HOSPITAL CENTER INC | ||
| r | 4300000 | fmv |
| CHARLES REGIONAL MEDICAL CENTER INC | ||
| r | 2500000 | fmv |