UPPER CHESAPEAKE HEALTH FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UPPER CHESAPEAKE HEALTH FOUNDATION INC (EIN 52-1398507)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201303199349305260
- Schema version
- 2012v2.1
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T11:45:57-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | 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 3100 | 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 | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521398507 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER CHESAPEAKE HEALTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOSEPH E HOFFMAN III | InCareOfName |
| Name Control | UPPE | NameControl |
| Phone | 4436433340 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DRIVE | AddressLine1 |
| Address Line2 | Suite 405 | AddressLine2 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph E Hoffman III | Name |
| Title | CFO | Title |
| Phone | 4436433340 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Russlee Armstrong | Name |
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LYLE E SHELDON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DRIVE | AddressLine1 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12859324 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UCHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | SUPPORTING ORGANIZATION OF UPPER CHESAPEAKE MEDICAL CENTER; HARFORD MEMORIAL HOSPITAL, INC.; UPPER CHESAPEAKE MEDICAL SERVICES, INC.; AND UPPER CHESAPEAKE/ST. JOE'S HOME CARE, INC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 48 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 44 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9028168 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5798406 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 839570 | InvestmentIncomePriorYear |
| Investment Income Current Year | 920582 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -163527 | OtherRevenuePriorYear |
| Other Revenue Current Year | -113968 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9704211 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6605020 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1764321 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1628947 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 667831 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 575537 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1655091 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 637850 | OtherExpensePriorYear |
| Other Expenses Current Year | 1079554 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3070002 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3284038 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6634209 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3320982 | RevenuesLessExpensesCY |
| Total Assets BOY | 19818172 | TotalAssetsBOY |
| Total Assets EOY | 25206715 | TotalAssetsEOY |
| Total Liabilities BOY | 1370380 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2712941 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18447792 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22493774 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORTING ORGANIZATION OF UPPER CHESAPEAKE MEDICAL CENTER; HARFORD MEMORIAL HOSPITAL, INC.; UPPER CHESAPEAKE MEDICAL SERVICES, INC.; AND UPPER CHESAPEAKE/ST. JOE'S HOME CARE, INC. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1628947 | Expense |
| Grants | 1628947 | Grants |
| Revenue | 0 | Revenue |
| Description | AMOUNTS DISTRIBUTED TO RELATED EXEMPT ORGANIZATIONS FOR CAPITAL AND OPERATING PROGRAMS INCLUDING TRANSFERS TO UPPER CHESAPEAKE HEALTH SYSTEM, HARFORD MEMORIAL HOSPITAL, UPPER CHESAPEAKE MEDICAL CENTER, AND UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE. | Description |
| Total Program Service Expense | 1628947 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| 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 | 48 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | 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 | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH E HOFFMAN III | NamePerson |
| Telephone Number | 4436433340 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DRIVE | AddressLine1 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (50 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| RICHARD P STREETT JR VMD | ||||||||
| CHAIRMAN/DIRECTOR | 1.0 | X | X | 0 | 0 | 0 | ||
| JOHN H CAIN | ||||||||
| VICE CHAIRMAN/DIRECTOR | 1.0 | X | X | 0 | 0 | 0 | ||
| ALBERT J A YOUNG | ||||||||
| SECRETARY/DIRECTOR | 1.0 | X | X | 0 | 0 | 0 | ||
| BERNARD W MUTH JR | ||||||||
| TREASURER/DIRECTOR | 1.0 | X | X | 0 | 0 | 0 | ||
| LYLE E SHELDON | ||||||||
| PRESIDENT/CEO/DIRECTOR | 1.0 | X | X | 0 | 2674235 | 79823 | 54.5 | |
| WILLIAM H ACKER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| STEVEN BENTMAN MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 22917 | 0 | |||
| JOSEPH BITTNER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SUSIE COMER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DREW A COOK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM H COX JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ALLEN J FAIR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS L FIDLER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DIANE K FORD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JEFFREY W FOULK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| GEORGEANNA GARCEAU | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DIANA HARLOE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT F HOOFNAGLE JR MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 23100 | 0 | |||
| CINDY HUSHON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT J JIRSA | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS E JORDAN MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| PATRICIA KAUFMAN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| M SCOT KAUFMAN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ANNE W KINSLEY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ANDREW KLEIN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SHIRLEY S KLEIN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES LAMBDIN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL E LEAF | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| STEVEN D LINKOUS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SHARI L LOPRESTI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ANTHONY J MEOLI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM R MINTON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| VIJAY S NAIR MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JOSEPH RIES | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| THOMAS J SADOWSKI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROGER E SCHNEIDER MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JOSEPH F SNEE JR | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CRAIG WARD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| KATHY WELCH | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DEBORAH S WILLIAMS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| IRKA ZAZULAK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JASON M BIRNBAUM MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM B ALLEN PH D | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MELINDA CRAIG | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JANET DUNNE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| R BRIAN KILBY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JOAN PACIFICI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JASON SKIDMORE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JOSEPH E HOFFMAN III | ||||||||
| BOARD STAFF MEMBER | 1.0 | 0 | 724598 | 77334 | 54.0 | X | ||
| KENNETH M FERRARA | ||||||||
| BOARD STAFF MEMBER | 1.0 | 0 | 155400 | 16492 | 40.0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3600250 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 173649 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 688340 | FundraisingEvents |
| All Other Contributions | 5110066 | AllOtherContributions |
| Noncash Contributions | 25437 | NoncashContributions |
| Total Contributions | 5798406 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 290000 | TotalRevenueColumn |
| Exclusion | $290,000 | 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 |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6595809 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5965227 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 630582 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 630582 | TotalRevenueColumn |
| Exclusion | $630,582 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 175109 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 688340 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 289077 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -113968 | TotalRevenueColumn |
| Exclusion | -$113,968 | ExclusionAmount |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6605020 | TotalRevenueColumn |
| Exclusion | $806,614 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1628947 | Total |
| Program Services | 1628947 | 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 | 0 | Total |
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 | 471752 | Total |
| Fundraising | 471752 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103785 | Total |
| Fundraising | 103785 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 647483 | Total |
| Fundraising | 647483 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118469 | Total |
| Fundraising | 118469 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133355 | Total |
| Fundraising | 133355 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3129 | Total |
| Fundraising | 3129 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4166 | Total |
| Fundraising | 4166 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1276 | Total |
| Fundraising | 1276 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| EQUIPMENT RENTALS | 39839 | 39839 |
| EMPLOYEE RELATIONS | 31509 | 31509 |
| MAINTENANCE CONTRACT | 10927 | 10927 |
| MISCELLANEOUS | 89401 | 89401 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3284038 | Total |
| Program Services | 1628947 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 1655091 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347665 | BOY |
| EOY | 1633087 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8310888 | BOY |
| EOY | 10554895 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31634 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25400 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7510 | BOY |
| EOY | 6234 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11150993 | BOY |
| EOY | 13006687 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1116 | BOY |
| EOY | 5812 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19818172 | BOY |
| EOY | 25206715 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1370380 | BOY |
| EOY | 2712941 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1370380 | BOY |
| EOY | 2712941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8488131 | BOY |
| EOY | 8906824 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8683457 | BOY |
| EOY | 12310746 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1276204 | BOY |
| EOY | 1276204 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18447792 | BOY |
| EOY | 22493774 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19818172 | BOY |
| EOY | 25206715 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 3320982 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 725000 | ReconciliationUnrealizedInvest |
| 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 Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| UPPER CHESAPEAKE MEDICAL CENTER INC | |||||
| 521253920 | 03 | true | true | true | $387,252 |
| HARFORD MEMORIAL HOSPITAL INC | |||||
| 520591484 | 03 | true | true | true | $311,914 |
| UPPER CHESAPEAKE HEALTH SYSTEM INC | |||||
| 521398513 | 04 | true | true | true | $836,460 |
| UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE | |||||
| 260737028 | 03 | true | true | true | $93,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1628947 | SumOfAmounts |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5516110 | BeginningOfYearBalance |
| End Of Year Balance | 5516110 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5516110 | BeginningOfYearBalance |
| End Of Year Balance | 5516110 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5498148 | BeginningOfYearBalance |
| Contributions | 17962 | Contributions |
| End Of Year Balance | 5516110 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5990923 | BeginningOfYearBalance |
| Contributions | 1541035 | Contributions |
| Investment Earnings Or Losses | 198187 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2231997 | GrantsOrScholarships |
| End Of Year Balance | 5498148 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7654759 | BeginningOfYearBalance |
| Contributions | 922450 | Contributions |
| Investment Earnings Or Losses | -483869 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2063000 | GrantsOrScholarships |
| Administrative Expenses | 39417 | AdministrativeExpenses |
| End Of Year Balance | 5990923 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5596 | OtherCostOrOtherBasis |
| Book Value | 5596 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26038 | OtherCostOrOtherBasis |
| Depreciation | 25400 | Depreciation |
| Book Value | 638 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 6234 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO AFFILIATES | Description |
| Amount | $2,712,941 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2712941 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 7330020 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 725000 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 725000 | RevenueNotRptdF990 |
| Revenue Subtotal | 6605020 | RevenueSubtotal |
| Total Revenue Per Form990 | 6605020 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3284038 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3284038 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3284038 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule D, Part V, Line 4 | Intended Uses of Endowment Funds | The intended uses of the temporarily restricted net assets are as follows: nursing education at Harford Memorial Hospital (a supported organization of this filing organization) and other healthcare programs at Upper Chesapeake Medical Center and Harford Memorial Hospital (both supported organizations of this filing organization). The intended uses of the permanently restricted net assets are as follows: the income from such investments in perpetuity is expendable for equipment purchases by Harford Memorial Hospital and to support charity care provided by Harford Memorial Hospital. |
| Schedule D, Part X, Line 2 | Income Taxes | The Foundation accounts for tax provisions in accordance with Financial Accounting Standards Board (FASB) Interpretation No. 48 (FIN 48), Accounting for Uncertainty in Income Taxes, included in Accounting Standards Codification (ASC) Subtopic 740-10, Income Taxes - Overall, which clarifies the accounting for uncertainty in tax provisions. FIN 48 requires that the Foundation recognize the impact of an uncertain tax position in their financial statements if that position is more likely than not to be sustained on audit. Recognized income tax positions are measured at the largest amount that is greater than 50% likely of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STAR NIGHTS | NameOfEvent1 |
| Gross Receipts Event1 | 495593 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 447700 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 47893 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 188132 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 180077 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 120180 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 59897 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 57606 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 187779 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 120460 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 67319 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 43339 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 863449 | GrossReceiptsTotal |
| Charitable Contributions Total | 688340 | CharitableContributionsTotal |
| Gross Revenue Total Events | 175109 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 289077 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 289077 | DirectExpenseSummaryEvents |
| Net Income Summary | -113968 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| HARFORD MEMORIAL HOSPITAL INC | |||||||
| 501 SOUTH UNION | HAVRE DE GRACE | MD | 21078 | 520591484 | 501(C)(3) | 311914 | GENERAL SUPPORT |
| UPPER CHESAPEAKE MEDICAL CENTER | |||||||
| 500 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521253920 | 501(C)(3) | 387252 | GENERAL SUPPORT |
| UPPER CHESAPEAKE HEALTH SYSTEM INC | |||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398513 | 501(C)(3) | 836460 | GENERAL SUPPORT |
| UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE INC | |||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 260737028 | 501(C)(3) | 93321 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, GRANTS TO ORGANIZATIONS | Identifier |
| Return Reference | PART I, QUESTION 2 | ReturnReference |
| Explanation | This filing organization is a supporting organization whose only grantees are those supported organizations; therefore, reasonable internal procedures for monitoring the use of the granted funds exists among such related organizations. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 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 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYLE E SHELDON | |||||||||||||
| PRESIDENT/CEO/DIRECTOR | 0 | 506583 | 0 | 249752 | 0 | 1917900 | 0 | 54500 | 0 | 25323 | 0 | 2754058 | 1194080 |
| JOSEPH E HOFFMAN III | |||||||||||||
| BOARD STAFF MEMBER | 0 | 296238 | 0 | 119391 | 0 | 308969 | 0 | 51500 | 0 | 25834 | 0 | 801932 | 224402 |
| KENNETH M FERRARA | |||||||||||||
| BOARD STAFF MEMBER | 0 | 135028 | 0 | 20252 | 0 | 120 | 0 | 15848 | 0 | 644 | 0 | 171892 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| SCHEDULE J, PART I, QUESTION 3 | THIS ORGANIZATION DOES NOT HAVE A PAID CEO/EXECUTIVE DIRECTOR. ALL COMPENSATION TO THE CEO/EXECUTIVE DIRECTOR REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UPPER CHESAPEAKE HEALTH SYSTEM. UPPER CHESAPEAKE HEALTH SYSTEM UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UPPER CHESAPEAKE HEALTH SYSTEM CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE WRITTEN EMPLOYMENT CONTRACT INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE |
| SCHEDULE J, PART I, QUESTION 4B | AN ORGANIZATION RELATED TO THIS FILING ORGANIZATION MADE INTERNAL REVENUE CODE SECTION 457F PLAN CONTRIBUTIONS TO THE FOLLOWING MEMBERS OF SENIOR LEADERSHIP WHO ARE LISTED ON THIS FILING ORGANIZATION'S FORM 990, PART VII, SECTION A, LINE 1A: LYLE E. SHELDON $ 81,116 JOSEPH E. HOFFMAN III $ 24,501 AN ORGANIZATION RELATED TO THIS FILING ORGANIZATION MADE SPLIT DOLLAR LIFE INSURANCE PLAN CONTRIBUTIONS TO THE FOLLOWING MEMBERS OF SENIOR LEADERSHIP WHO ARE LISTED ON THIS FILING ORGANIZATION'S FORM 990, PART VII, SECTION A, LINE 1A: LYLE E. SHELDON $ 29,885 JOSEPH E. HOFFMAN III $ 8,481 |
| SCHEDULE J, SUPPLEMENTAL INFORMATION | Effective in calendar year 2012, Upper Chesapeake Health System, Inc., terminated their Secured Executive Benefit Plan (SERP). As a result of the SERP's termination, the plan participants: Lyle Sheldon, Joseph Hoffman, Dean Caster and Margaret Vaughan recognized additional taxable compensation (subject to employment tax withholding) in tax year 2012. This additional compensation is reflected in Schedule J - Part II - Column B(iii). |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 269 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | GIFTS-IN-KIND | Description |
| Number Of Contributions | 17 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 25168 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART VI, SECTION A, GOVERNING BODY & MANAGEMENT, QUESTION 6 | EXISTENCE OF MEMBERS | UPPER CHESAPEAKE HEALTH SYSTEM, INC. IS THE SOLE MEMBER OF THIS FILING ORGANIZATION. UPPER CHESAPEAKE HEALTH SYSTEM ASSISTS IN THE MANAGEMENT AND PROVIDES SERVICES AND FINANCIAL ASSISTANCE TO RELATED HEALTHCARE FACILITIES. |
| PART VI, SECTION B, GOVERNING BODY & MANAGEMENT, QUESTION 11B | ORGANIZATIONAL REVIEW OF FORM 990 | THE BOARD OF UPPER CHESAPEAKE HEALTH SYSTEM, INC. ("HEALTH SYSTEM") HAS ASSIGNED THE EXECUTIVE COMMITTEE OF THE HEALTH SYSTEM'S BOARD TO REVIEW AND APPROVE ALL CONTENTS OF FORM 990 ON BEHALF OF THE BOARDS OF ALL HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. IN TURN, ONCE THE FORM 990 HAS BEEN APPROVED BY HEALTH SYSTEM'S EXECUTIVE COMMITTEE, A FINAL VERSION OF THE FORM 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS OF THE RESPECTIVE HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. FORMAL NOTIFICATION OF THE FINAL AND APPROVED FORM 990 FOR EACH OF THE HEALTH SYSTEM'S AFFILIATES AS WELL AS ITS AVAILABILITY WILL BE COMMUNICATED TO THE APPLICABLE BOARD MEMBERS ON OR BEFORE THE FILING OF THE FORM 990. |
| PART VI, SECTION B, POLICIES, QUESTION 12C | CONFLICT OF INTEREST POLICY | The organization's written conflict of interest policy covers the following individuals: Directors, Principal Officers, and Senior Management. Furthermore, the policy extends to the family members (per Internal Revenue Service definition) of such Directors, Principal Officers, and Senior Management. The Board of Directors and any committee considering a contract, transaction or arrangement to which a known or potential conflict of interest relates, determines whether a conflict exists. Actual conflicts are reviewed by the Chairman of the Board. An individual with a known or potential conflict of interest must refrain from participating in, or acting on, the decision on any matter in which a conflict of interest, or even the appearance of such a conflict of interest, is present with respect to such individual and will remove himself or herself from any meeting or deliberations on the matter. |
| PART VI, SECTION B, POLICIES, QUESTION 15 | PROCESS FOR DETERMINING COMPENSATION | The executive compensation committee of the board of directors approves compensation for the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, and all key employees. The executive compensation committee utilizes but is not limited to the following resources in evaluating and establishing reasonable compensation: independent compensation consultants, compensation surveys and compensation studies. This organization and its tax-exempt affiliates strive to maintain an arm's length relationship between itself and its employees. It is the goal of the executive compensation committee to ensure that total compensation (compensation and benefits) paid to its employees is fair and reasonable. Finally, the process of setting and approving such compensation is performed annually by the board's executive compensation committee. |
| PART VI, SECTION C, DISCLOSURE, QUESTION 19 | DOCUMENTS AVAILABLE TO THE PUBLIC | THE ORGANIZATION WILL MAKE THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST: ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| UPPER CHESAPEAKE MEDICAL SERVICES INC | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521501734 | PHYSICIAN SVC | MD | 501(c)(3) | 9 | UCHSUMMS VN | false |
| UPPER CHESAPEAKE PROPERTIES INC | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521907237 | TITLE HOLDING | MD | 501(c)(2) | N/A | UCHSUMMS VN | false |
| UPPER CHESAPEAKE MEDICAL CENTER INC | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521253920 | HOSPITAL CARE | MD | 501(c)(3) | 3 | UCHSUMMS VN | false |
| UPPER CHESAPEAKE ST JOE'S HOME CARE | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521229742 | HOSPICE CARE | MD | 501(c)(3) | 9 | UCHSUMMS VN | false |
| UPPER CHESAPEAKE HEALTH SYSTEM INC | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521398513 | HLTHCARE SVCS | MD | 501(c)(3) | 11c;III-FI | NA | false |
| HARFORD MEMORIAL HOSPITAL INC | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 520591484 | HOSPITAL CARE | MD | 501(c)(3) | 3 | UCHSUMMS VN | false |
| UPPER CHESAPKE RESIDENTIAL HOSPICE HOUSE | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 260737028 | HOSPICE CARE | MD | 501(c)(3) | 7 | UCHSUMMS VN | false |
| HEALTHY HARFORD INC | ||||||||||
| 2027 PULASKI HWY SUITE 215 | HAVRE DE GRACE | MD | 21078 | 521944325 | HEALTH INIATV | MD | 501(c)(3) | 7 | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| UCHSUMMS VENTURE LLC | |||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 522178070 | MEDICAL SERVICES | MD | NA |
| UCHSUMMS REAL ESTATE TRUST | |||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 276803540 | INACTIVE | MD | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 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 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UPPER CHESAPEAKE HEALTH VENTURES INC | ||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 522031264 | MISC. SERVICES | MD | NA | C CORP | ||||||
| UPPER CHESAPEAKE MED OFFICE BLDG INC | ||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521946829 | REAL ESTATE | MD | NA | C CORP | ||||||
| UPPER CHESAPEAKE MGMT SVCS ORG INC | ||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521946025 | MANAGEMENT SRVCS | MD | NA | C CORP | ||||||
| UC MEDICAL CENTER LAND CONDOMINIUM INC | ||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 770674478 | REAL ESTATE | MD | NA | C CORP | ||||||
| UPPER CHESAPEAKE INSURANCE COMPANY LTD | ||||||||||||||
| 980468438 | CAPTIVE INSURANCE | NA | LTD. | PO BOX 1109 | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY1-1102 | CJ | |||||
| 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 | false | 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 | false | 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 | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |