U OF M REHAB & ORTHOPAEDIC INSTITUTE: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: U OF M REHAB & ORTHOPAEDIC INSTITUTE (EIN 52-0591639)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2012-05-14
IRS object ID: 201241359349302604
Schema version: 2010v3.7
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 H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-14T11:09:40-04:00	Timestamp
Tax Period End Date	2011-06-30	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 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	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	520591639	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JAMES L KERNAN HOSPITAL AND INDUSTRIAL	BusinessNameLine1
Business Name Line2	SCHOOL OF MD	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JAME	NameControl
Phone	4104482500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2200 Kernan Drive	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	21207	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	W W Augustin III	Name
Title	Vice President and CFO	Title
Phone	4104482500	Phone
Date Signed	2012-05-10	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	2155614200	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	KERNAN ORTHOPAEDICS & REHAB HOSPITAL	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Michael Jablonover	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2200 Kernan Drive	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	21207	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	109018885	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1895	YearFormation
State Legal Domicile	MD	StateLegalDomicile
Activity Or Mission Description	KERNAN ORTHOPEDICS AND REHABILITATION DELIVERS INNOVATIVE, HIGH-QUALITY, AND COST EFFECTIVE REHABILITATION AND SURGICAL SERVICES TO THE COMMUNITY AND REGION.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	10	NbrIndependentVotingMembers
Total Nbr Employees	746	TotalNbrEmployees
Total Nbr Volunteers	10	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	750000	ContributionsGrantsPriorYear
Contributions Grants Current Year	750000	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	97531978	ProgramServiceRevenuePriorYear
Program Service Revenue CY	95418597	ProgramServiceRevenueCY
Investment Income Prior Year	1309800	InvestmentIncomePriorYear
Investment Income Current Year	1917349	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2487686	OtherRevenuePriorYear
Other Revenue Current Year	2627592	OtherRevenueCurrentYear
Total Revenue Prior Year	102079464	TotalRevenuePriorYear
Total Revenue Current Year	100713538	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	46161456	SalariesEtcPriorYear
Salaries Etc Current Year	45543254	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	53992991	OtherExpensePriorYear
Other Expenses Current Year	51157775	OtherExpensesCurrentYear
Total Expenses Prior Year	100154447	TotalExpensesPriorYear
Total Expenses Current Year	96701029	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1925017	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	4012509	RevenuesLessExpensesCY
Total Assets BOY	102319050	TotalAssetsBOY
Total Assets EOY	115213246	TotalAssetsEOY
Total Liabilities BOY	26135252	TotalLiabilitiesBOY
Total Liabilities EOY	28230601	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	76183798	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	86982645	NetAssetsOrFundBalancesEOY
Mission Description	KERNAN ORTHOPAEDICS AND REHABILITATION DELIVERS INNOVATIVE, HIGH-QUALITY, AND COST EFFECTIVE REHABILITATION AND SURGICAL SERVICES TO THE COMMUNITY AND REGION.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	78081182	Expense
Grants	0	Grants
Revenue	95418597	Revenue
Description	THE ORGANIZATION OWNS AND OPERATES A MEDICAL SURGICAL AND REHABILIATION HOSPITAL WITH 133 LICENSED BEDS. THE HOSPITAL PROVIDES CHARITY CARE TO PATIENTS WHO ARE UNABLE TO PAY. SUCH PATIENTS ARE IDENTIFIED BASED ON INFORMATION OBTAINED FROM THE PATIENTS AND SUBSEQUENT ANALYSIS. BECAUSE THE HOSPITAL DOES NOT EXPECT COLLECTION OF AMOUNTS DETERMINED AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE BASED ON ESTABLISHED RATES. THE HOSPITAL ESTIMATES THAT $1,358,600 OF CHARITY CARE AT COST WAS PROVIDED IN 2011. OVERALL, THE HOSPITAL DELIVERS INNOVATIVE HIGH QUALITY, COST EFFECTIVE SURGICAL AND REHABILITATION SERVICES TO ITS COMMUNITY.	Description
Total Program Service Expense	78081182	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	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	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	false	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	false	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	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	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	97	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	746	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
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	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	10	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	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	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	S MICHELLE LEE	NamePerson
Telephone Number	4103281376	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	250 W PRATT STREET 14TH FLOOR	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	21201	ZIPCode

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	X	InfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
ROBERT A CHRENCIK
TREASURER	2.0	X	X	0	1654567	198872
MICHAEL R JABLONOVER
CEO & EX OFFICIO	40.0	X	X	478667	0	28581
ALAN LEVITT
DIRECTOR	2.0	X		0	0	0
ANTHONY T HAWKINS
DIRECTOR	2.0	X		0	0	0
DAVIS VR SHERMAN
CHAIRMAN	2.0	X		0	0	0
FRANK M CALIA
DIRECTOR	2.0	X		0	0	0
JOHN HARRISON
EX OFFICIO	2.0	X		0	0	0
JOHN T CHAY
DIRECTOR	2.0	X		0	0	0
OLIVER S TRAVERS
DIRECTOR	2.0	X		0	0	0
THOMAS SCALEA
DIRECTOR	2.0	X		0	0	0
VINCENT PELLEGRINI
DIRECTOR	2.0	X		0	0	0
WILLIAM F PECK
DIRECTOR	2.0	X		0	0	0
W W AUGUSTIN III
CFO	40.0		X	204375	0	22108
JUANITA ROBBINS
COO	40.0			149928	0	22176	X
VALERIE SUMMERLIN
VP CNO	40.0			186728	0	7858	X
CHRISTINE MARTIN
VP OF HR	40.0			139094	0	19992	X
ROY SMOOT JR
SVP-CMO	40.0			153140	19604	33743	X
NORBERT ROBINSON
DIR - PHARMACY	40.0			140205	0	25451		X
JAMES COLLINS
PHARMACIST	40.0			116355	0	23390		X
LORI PATRIA
MANAGER - AMBULATORY	40.0			118023	0	24314		X
HEMA PATEL
HOSPITALIST	40.0			215692	0	23054		X
JENNIFER MERENDA
MANAGER-PATIENT CARE	40.0			165001	0	22069		X
JAMES ROSS
FORMER CEO	40.0			24336	366946	24685			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	2091544	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	2041117	TotalReportableCompFrmRltdOrgs
Total Other Compensation	476293	TotalOtherCompensation
Number Individuals GT100 K	21	NumberIndividualsGT100K
Formers Listed	true	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
ARAMARK SERVICES INC
PO BOX 651009	CHARLOTTE	NC	28265	FOOD SERVICES	1926183
PHYSICIAN MANAGEMENT LTD
3 BETHESDA METRO SUITE 630	BETHESDA	MD	20814	PHYSICIAN SERVICES	1018901
MEDHELP
1530 CATON CENTER DRIVE	BALTIMORE	MD	21227	BILLING SERVICES	320165
CHESAPEAKE UROLOGY ASSOCIATES PA
25 CROSSROADS DRIVE SUITE 306	OWINGS MILLS	MD	21128	PHYSICIAN SERVICES	271917
TRANSCARE
1125 DESOTO DRIVE	BALTIMORE	MD	21223	Transportation	271579

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	23	NumberOfContractorsGT100K
Government Grants	750000	GovernmentGrants
Total Contributions	750000	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PATIENT SERVICE REVENUE	Description
Business Code	900099	BusinessCode
Total Revenue Column	95418597	TotalRevenueColumn
Related Or Exempt Function Income	95418597	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	95418597	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1047392	TotalRevenueColumn
Exclusion	$1,047,392	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 Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	9175304	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	8305347	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	869957	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	869957	TotalRevenueColumn
Exclusion	$869,957	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
CAFE/VENDING	722210	320704	320704
MISC	900099	369218	369218
OUTPATIENT PHARMACY	446110	1597312	1597312

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	340358	TotalRevenueColumn
Related Or Exempt Function Income	340358	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	2627592	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	100713538	TotalRevenueColumn
Related Or Exempt Function Income	98046189	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,917,349	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

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	1336267	Total
Program Services	339866	ProgramServices
Management And General	996401	ManagementAndGeneral
Fundraising	0	Fundraising

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	35847886	Total
Program Services	29707101	ProgramServices
Management And General	6140785	ManagementAndGeneral
Fundraising	0	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	1196070	Total
Program Services	907565	ProgramServices
Management And General	288505	ManagementAndGeneral
Fundraising	0	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	4595618	Total
Program Services	3487105	ProgramServices
Management And General	1108513	ManagementAndGeneral
Fundraising	0	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2567413	Total
Program Services	1948125	ProgramServices
Management And General	619288	ManagementAndGeneral
Fundraising	0	Fundraising

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	24430	Total
Management And General	24430	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	111208	Total
Management And General	111208	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	6036	Total
Management And General	6036	ManagementAndGeneral
Fundraising	0	Fundraising

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	1760209	Total
Management And General	1760209	ManagementAndGeneral
Fundraising	0	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	273359	Total
Program Services	93334	ProgramServices
Management And General	180025	ManagementAndGeneral
Fundraising	0	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	2033550	Total
Management And General	2033550	ManagementAndGeneral
Fundraising	0	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1537582	Total
Program Services	1174635	ProgramServices
Management And General	362947	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

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	475576	Total
Program Services	321303	ProgramServices
Management And General	154273	ManagementAndGeneral
Fundraising	0	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	3238296	Total
Program Services	2457184	ProgramServices
Management And General	781112	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	1946734	Total
Program Services	1858164	ProgramServices
Management And General	88570	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
PURCHASED SERVICES	11066999	7717279	3349720
PHYSICIAN FEE	7643965	7643965
BAD DEBTS	6107109	6107109
SUPPLIES	14932722	14318447	614275

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	96701029	Total
Program Services	78081182	ProgramServices
Management And General	18619847	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	9161039	BOY
EOY	14415558	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	14025076	BOY
EOY	12026084	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	987438	BOY
EOY	990335	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	14900	BOY
EOY	105000	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	80567045	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	43975606	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	36015526	BOY
EOY	36591439	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	7512471	BOY
EOY	8467470	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	3740000	BOY
EOY	4687000	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	30862600	BOY
EOY	37930360	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	102319050	BOY
EOY	115213246	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	9547429	BOY
EOY	10004504	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	16587823	BOY
EOY	18226097	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	26135252	BOY
EOY	28230601	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	46819889	BOY
EOY	51867399	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	29363909	BOY
EOY	35115246	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	76183798	BOY
EOY	86982645	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	102319050	BOY
EOY	115213246	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	4012509	ReconcilationRevenueExpenses
Reconcilation Other Changes	6786338	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated
Federal Grant Audit Required	false	FederalGrantAuditRequired

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	$6,037	OtherActivitiesAmount
Total Lobbying Expenditures IIB	6037	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	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 8.65% and 24.42% 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

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	697964	OtherCostOrOtherBasis
Book Value	697964	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	47010197	OtherCostOrOtherBasis
Depreciation	21374446	Depreciation
Book Value	25635751	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	28023524	OtherCostOrOtherBasis
Depreciation	22193637	Depreciation
Book Value	5829887	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	4835360	OtherCostOrOtherBasis
Depreciation	407523	Depreciation
Book Value	4427837	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	36591439	TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescription	Book ValueBookValue
KERNAN ENDOWMENT	33354092
DUE FROM UMMS FOUNDATION	1628363
OTHER A/R	950905
ASSETS WHOSE USE IS LIMITED	1997000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	37930360	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
DUE TO THIRD PARTY	$3,595,940
PATIENT A/R CEDIT BALANCES	$483,456
FIN 47 ACCRUAL	$440,561
DUE TO AFFILIATES	$13,698,487
OTHER LIABILITIES	$7,653

Field	Value	IRS element (for citing)
Total Of Amounts	18226097	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	SCHEDULE D, Part X, Line 2	Identifier
Return Reference	FIN 48 Footnote per Audit Report	ReturnReference
Explanation	The organization is a subsidiary of the University of Maryland Medical System Corporation (The 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 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
Pcent300	X	Pcent300
Free Disc Care Medically Indigent	true	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	false	ExpensesExceededBudget
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	1358625	TotalCommunityBenefitExpense
Net Community Benefit Expense	1358625	NetCommunityBenefitExpense
Percent Of Total Expense	0.01400	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1358625	TotalCommunityBenefitExpense
Net Community Benefit Expense	1358625	NetCommunityBenefitExpense
Percent Of Total Expense	0.01400	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	82722	TotalCommunityBenefitExpense
Net Community Benefit Expense	82722	NetCommunityBenefitExpense
Percent Of Total Expense	0.00090	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	6671773	TotalCommunityBenefitExpense
Net Community Benefit Expense	6671773	NetCommunityBenefitExpense
Percent Of Total Expense	0.06900	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	228703	TotalCommunityBenefitExpense
Net Community Benefit Expense	228703	NetCommunityBenefitExpense
Percent Of Total Expense	0.00240	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	118975	TotalCommunityBenefitExpense
Net Community Benefit Expense	118975	NetCommunityBenefitExpense
Percent Of Total Expense	0.00120	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	7102173	TotalCommunityBenefitExpense
Net Community Benefit Expense	7102173	NetCommunityBenefitExpense
Percent Of Total Expense	0.07350	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	8460798	TotalCommunityBenefitExpense
Net Community Benefit Expense	8460798	NetCommunityBenefitExpense
Percent Of Total Expense	0.08750	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	5085	TotalCommunityBuildingExpense
Net Community Building Expense	5085	NetCommunityBuildingExpense

Coalition Building CoalitionBuilding

Field	Value	IRS element (for citing)
Total Community Building Expense	795	TotalCommunityBuildingExpense
Net Community Building Expense	795	NetCommunityBuildingExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	5880	TotalCommunityBuildingExpense
Net Community Building Expense	5880	NetCommunityBuildingExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	true	BadDebtExpenseReported
Bad Debt Expense	$4,773,151	BadDebtExpenseAmount
Amount Reimbursed By Medicare	29409857	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	26899246	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	2510611	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	1	NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

Field	Value	IRS element (for citing)
Facility Number	1	FacilityNumber

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	James Lawrence Kernan Hospital	BusinessNameLine1

Address Address

Field	Value	IRS element (for citing)
Address Line1	2200 Kernan Drive	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	21207	ZIPCode

Field	Value	IRS element (for citing)
Licensed Hospital	X	LicensedHospital
General Medical And Surgical	X	GeneralMedicalAndSurgical
Other	Rehabiliation	Other

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	James Lawrence Kernan Hospital	BusinessNameLine1

Field	Value	IRS element (for citing)
Hospital Facility Number	1	HospitalFacilityNumber
Eligibility Criteria Explained	true	EligibilityCriteriaExplained
Uses FPG Free	true	UsesFPGFree
FPG Free Percent	200.	FPGFreePercent
Uses FPG Discounted	true	UsesFPGDiscounted
FPG Discount Percent	300.	FPGDiscountPercent
Income Level	X	IncomeLevel
Asset Level	X	AssetLevel
Medical Indigency	X	MedicalIndigency
Insurance Status	X	InsuranceStatus
Uninsured Discount	X	UninsuredDiscount
Medicaid Medicare	X	MedicaidMedicare
State Regulation	X	StateRegulation
Explains Application Method	true	ExplainsApplicationMethod
Includes Publicity Measures	true	IncludesPublicityMeasures
Posted In Emergency Room	X	PostedInEmergencyRoom
Posted In Admission Office	X	PostedInAdmissionOffice
Provided On Admission	X	ProvidedOnAdmission
Available On Request	X	AvailableOnRequest
Actions On Nonpayment	true	ActionsOnNonpayment
Permit Lawsuit	X	PermitLawsuit
Lawsuit	X	Lawsuit
Notify Upon Admission	X	NotifyUponAdmission
Notify Before Discharge	X	NotifyBeforeDischarge
Notified All Patients	X	NotifiedAllPatients
Documented Determination	X	DocumentedDetermination
Nondiscrim Emergency Care Policy	false	NondiscrimEmergencyCarePolicy
No Emergency Care	X	NoEmergencyCare
Used Other Method	X	UsedOtherMethod
Amounts Generally Billed	false	AmountsGenerallyBilled
Gross Charges	true	GrossCharges

Form990 Schedule H Part VI Form990ScheduleHPartVI (12 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Related Organization 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.
Bad Debt Expense	Schedule H, Part III, Line 4	PART III, LINE 3: The organization does not code charity care and bad debt expense into the same general ledger account. Charity Care is booked to a separate account and is classified as a "Deduction from Revenue." As such it is netted against Total Patient Revenue in arriving at Net Patient Revenue on the entity's income statements. Bad Debt Expense is booked to a separate account on the general ledger and does not include any other uncompensated care amounts. Part III, Line 4: The provision for bad debts is based upon management's assessment of historical and expected net collections considering historical business and economic conditions, trends in health care coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write off experience by payor category. The results of this review are then used to make modifications to the provision for bad debts and to establish an allowance for uncollectible receivables. After collection of amounts due from insurers, the Corporation follows internal guidelines for placing certain past due balances with collection agencies.
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.
James Lawrence Kernan Hospital 1	Schedule H, Part V, Section B	Line 19d - All patients are charged state regulated rates, regardless of their ability to pay. Line 21 - Due to state regulations, charges are not reduced for any payer, including commerical insurance, government payers, or uninsured patients. All charges are gross charges.
Community Health Care Needs Assessment	Schedule H, Part VI, Line 2	Kernan, in conjunction with other hospitals within the University of Maryland Medical System, is in the midst of performing its Community Health Needs Assessment, as required by 2013 under the Patient Protection and Affordable Care Act ("ACA"). The Needs Assessment's data will be obtained from various community sources and has not been completed in time to be included in the Fiscal Year 2011 report. Prior to developing the current in-process assessment, Kernan has been assisted in survey efforts by the University of Maryland Medical Center (UMMC), which commissioned the Jackson Organization to conduct a telephone market research survey of consumers living in its service area. Interviews were conducted with the household's main healthcare decision maker from June 10 through July 1, 2005. These interviews were conducted with residents in a number of zip codes. The survey was conducted to develop a profile of the health status, concerns, and needs of the community served by UMMC, and in turn, by Kernan for rehabilitation services to these same community members. In the above survey, commissioned with the Jackson Organization, the issues identified that correlated most highly to consumers' health status were stroke, diabetes, high blood pressure and incontinence. Kernan, a partner with UMMC and a member of the UMMS Community Outreach and Advocacy team, uses this data to coordinate events to make community members aware of related services such as stroke, traumatic brain injury, arthritis and physical therapy services. Major identified health needs in Baltimore (as identified in the 2008 Baltimore City Health Status Report) include the following leading causes of death (in ranked order) heart disease, cancer, cerebrovascular disease, HIV/AIDS, homicide, chronic lower respiratory disease, and diabetes. Therefore, much of the current Kernan community outreach programming is targeted to obesity, as studies have shown that obesity leads to heart disease and cerebrovascular disease frequently seen within the stroke rehabilitation unit at Kernan. Major needs identified that are pertinent to Kernan's patient population are: - Chronic Disease: Obesity - Increase the proportion of adults who are at a healthy weight and reduce deaths from heart disease, diabetes, high blood pressure, and other cardiac issues. - Healthcare Access - Reduce the proportion of individuals who are unable to afford to see a doctor - Healthcare Access - Increase the proportion of children and adolescents who receive dental care - Chronic Disease: Obesity - Reduce the proportion of children and adolescents who are considered obese The most recent formal assessment was last conducted in July 2005, however, Kernan engages in ongoing community health needs analyses annually, and develops opportunities to benefit the community as appropriate.
Eligibility Education	Schedule H, Part VI, Line 3	Kernan Orthopaedics and Rehabilitation Hospital, as a part of the University of Maryland Medical System, provides healthcare services to those in need regardless of an individual's ability to pay. Care may be provided without charge, or at a reduced charge, to those who do not have insurance, Medicare/Medical Assistance coverage, and are without the means to pay. An individual's eligibility to receive care without charge, at a reduced charge, or to pay for their care over time is determined on a case by case basis. Within two days following a patient's request for charity care services, application for medical assistance, or both, the hospital makes a determination of probable eligibility. A large percentage of Kernan's patients are transferred from the Shock Trauma Center or the University of Maryland Hospital. Those who do not have the ability to pay are never turned away and are helped to find resources to cover the costs of their hospital stay and medications with the assistance of Kernan's case managers. For patients who require financial assistance, Kernan Hospital has endowment funds available to assist people without resources who may need medical supplies or medications. This assistance is available upon request and is reviewed on a case-by-case basis. Information regarding the charity care policy at Kernan is posted within the hospital in clinic areas and business areas where eligible patients are likely to be present. Patients also receive individualized help in obtaining services and care should they not have the ability to pay. Information regarding Kernan's charity care policy is provided at the time of preadmission or admission to each person who seeks services at the hospital. Kernan Hospital makes every effort to ensure that information is provided in languages that is understood by the target population of patients utilizing hospital services. Kernan makes every effort to make financial assistance information available to our patients including, but not limited to: - Signage in main admitting areas of the hospital are posted in English and Spanish - Information sheets explaining financial assistance are made available in all patient care areas in English and Spanish. - Information sheets are provided to all patients at the time of admission, explaining the process for payment. If payment cannot be made, options are explained to the patient.
Description of Community Served	Schedule H, Part VI, Line 4	The James Lawrence Kernan Hospital is the largest inpatient rehabilitation specialty hospital located within the state of Maryland. Known also as Kernan Orthopaedics and Rehabilitation, the hospital is Baltimore's original orthopaedic and rehabilitation hospital and is a committed provider of a full array of rehabilitation programs and specialty surgery--primarily orthopaedics. A member of the University of Maryland Medical System (UMMS) and affiliated with the University of Maryland School of Medicine, the hospital has been serving patients who are residents of the State of Maryland and the surrounding Baltimore metropolitan area for approximately 115 years. As Maryland's original orthopaedic hospital, Kernan offers total joint surgery, non-operative management of back pain, the latest minimally invasive techniques for shoulder surgery, integrative medicine, and leadership in sports medicine and pediatric orthopaedics. The hospital's expert staff treats a full range of rehabilitative issues resulting from stroke, spinal cord injuries, traumatic brain injuries, neurological disorders and general surgeries deconditioning. Located on 85 acres on the border of the Forest Park/Gwynns Falls community in southwest Baltimore City and the Gwynn Oak/Woodlawn area in western Baltimore County, Kernan is a specialty hospital providing unique services to its patients. Convenient to Baltimore Beltway Exit 17 and Interstate 70, the hospital is very accessible to patients residing in Baltimore City, Anne Arundel, Baltimore, and Howard counties, and western Maryland. Approximately 15 percent of Kernan's patients are admitted to the hospital for elective procedures. Patients requiring rehabilitative care comprise the other 85 percent of admissions and are patients who are transferred to Kernan from acute care hospitals that are located throughout the state of Maryland. During FY 2011, nearly 34 percent of Baltimore City patients requiring rehabilitative care were treated at Kernan Hospital. Statewide, approximately 24 percent, nearly one-quarter --of those needing post-acute rehabilitation were cared for at Kernan. The following information details the areas Kernan primarily serves --Baltimore City, Anne Arundel, Baltimore and Howard counties. Baltimore, Maryland The City of Baltimore consists of nine geographical regions: Northern, Northwestern, Northeastern, Western, Central, Eastern, Southern, Southwestern, and Southeastern. The Central district includes Downtown Baltimore, the city's main commercial area. The downtown core has mainly served as a commercial district with limited residential neighborhoods. The Central district proceeds north of the downtown core to the edge of Druid Hill Park. This area is home to many of the city's cultural opportunities. The Northern district lies directly north of the Central district and is home to some of the area's colleges and universities such as Loyola University Maryland, The Johns Hopkins University and College of Notre Dame of Maryland. The Southern district, a mixed industrial and residential area, consists of the area of the city below the Inner Harbor, east of the B&O railroad tracks. It is a mixed socio-economic region consisting of culturally and ethnically diverse neighborhoods such as Locust Point, historic Federal Hill, and low-income residential areas such as Cherry Hill. The Port of Baltimore also operates two terminals in this district. East Baltimore consists of the Northeastern, Eastern, and Southeastern districts. The Northeastern district is primarily a residential neighborhood, and is home to Morgan State University. The Eastern district is the heart of what is considered East Baltimore. Ethnically diverse, it is made up of primarily residential neighborhoods. The Southeastern district borders the Inner Harbor on its western boundary, the city line on its eastern boundaries and the Baltimore Harbor to the south, is a mixed industrial and residential area. The demography of individual neighborhoods varies widely, offering a significant mix of races and cultures. The West Baltimore community is nearest to Kernan Hospital, and consists of the Northwestern, Western, and Southwestern districts. The Northwestern district, bounded by the Baltimore County line on its northern and western boundaries, Gwynns Falls Parkway on the south and Pimlico Road on the East, is home to Pimlico Race Course, where the Preakness Stakes takes place each May, and is primarily residential. The Western district, located west of the main commercial district downtown, is the heart of West Baltimore, bounded by Gwynns Falls Parkway, Fremont Avenue, and Baltimore Street. Coppin State University, Mondawmin Mall, and Edmondson Village, located in this district, have been historic cultural and economic centers of the city's African American community. The Southwestern district is bounded by Baltimore County to the west, Baltimore Street to the north, and the downtown area to the east. Economic and demographic characteristics of Southwestern district vary. Demographics According to the 2010 U.S. Census, there were 620,961 people residing in Baltimore, a decrease of ?4.6% since 2000. According to the 2010 U.S. Census, 28.0 percent of the population was non-Hispanic White, 63.3 percent non-Hispanic Black or African American, 0.3 percent non-Hispanic American Indian and Alaska Native, 2.3 percent non-Hispanic Asian, 0.2 percent from some other race (non-Hispanic) and 1.7 percent of two or more races (non-Hispanic). 4.2 percent of Baltimore's population was of Hispanic, Latino, or Spanish origin. In the 1990s, the US Census reported that Baltimore ranked as one of the largest population losers alongside Detroit and Washington D.C., losing over 84,000 residents between 1990 and 2000. The same report also estimated these people lived in a total of 294,579 housing units. Age ranges were 22.4 percent under 18 years old, 11.8 percent at age 65 or older, and 65.8 percent from 18 to 64 years old. The city's estimated 2009 population of 637,418 was 53.4 percent female. A statistical abstract prepared by the U.S. Census Bureau estimated the median income for a household in the city during 2009 at $38,458, with 20.9 percent of the population living below the poverty line. Baltimore County, Maryland A part of the Baltimore-Washington Metropolitan area, Baltimore County is located in the northern part of the state of Maryland. In 2010, the county's population was 805,029. Comprised of approximately 598 square miles, Baltimore County does not have any incorporated cities or towns and is divided into councilmanic districts. Kernan is located on the southwestern border of district 4 (Randallstown/Woodlawn/Security) of the county and Baltimore City. Demographics According to the U.S. Census Bureau, White persons comprised 64.6 percent of the population, with Black persons accounting for 26.1 percent of the county's population. American Indian and Alaska Native persons made up 0.33 percent of the population, Asian population comprised 4.99 percent, with Native Hawaiian and other Pacific Islander at zero percent. Persons reporting two or more races made up 2.4 percent of Baltimore County's population, persons of Hispanic or Latino origin, totaled 4.2 percent. The percent of White persons, not Hispanic was 62.7 percent. There were 299,877 households out of which 30.20% had children under the age of 18 living with them, 49.40% were married couples living together, 12.80% had a female householder with no husband present, and 33.80% were non-families. 27.30% of all households were made up of individuals and 10.10% had someone living alone who was 65 years of age or older. The average household size was 2.46 and the average family size was 3.00. In the county the population was spread out with 23.60% under the age of 18, 8.50% from 18 to 24, 29.80% from 25 to 44, 23.40% from 45 to 64, and 14.60% who were 65 years of age or older. The median age was 38 years. For every 100 females there were 90.00 males. For every 100 females age 18 and over, there were 86.00 males. The median income for a household in the county was $50,667, and the median income for a family was $59,998. Males had a median income of $41,048 versus $31,426 for females. The per capita income for the county was $26,167. About 4.50% of families and 6.50% of the population were below the poverty line, including 7.20% of those under age 18 and 6.50% of those aged 65 or over. Howard County, Maryland Howard County is located in the central part of the Maryland, between Baltimore and Washington, D.C. It is considered part of the Baltimore-Washington Metropolitan Area. In 2010, its population was 287,085. Its county seat is Ellicott City. The center of population of Maryland is located on the county line between Howard County and Anne Arundel County, in the unincorporated town of Jessup. Due to the proximity of Howard County's population centers to Baltimore, the county has traditionally
Promoting the Health of the Community	Schedule H, Part VI, Line 5	In addition to Kernan's participation in UMMS events, additional community outreach initiatives, involving partnerships with both local education and community groups, as well as organizations with specific ties to the disabled community, and to Kernan's medical mission were held. These groups include: Community Groups Franklintown Community Association Greater Catonsville Chamber of Commerce Security-Woodlawn Business Association Baltimore County Chamber of Commerce Rotary Club of Woodlawn-Westview Gwynns Falls Trail Council Dickeyville Community Association Baltimore Metro RedLine Baltimore County Department of Aging Schools Baltimore City Schools Dickey Hill Elementary and Middle schools Frederick Douglass High School Mergenthaler Vocational Technical High School Carver Vocational Technical High School Mercy High School Baltimore County Schools Cristo Rey Jesuit High School Milford Mill Academy Institute of Notre Dame Howard County Schools Howard High School Mt. Hebron High School Glenelg High School Centennial High School Corporate/Non-Profit Groups Baltimore Municipal Golf Corporation Baltimore City Department of Parks & Recreation Therapeutic Division Howard County Youth Programs The Brain Injury Association of Maryland Arthritis Foundation of Maryland Towson YMCA Baltimore Adaptive Recreation and Sports Multiple Sclerosis Society of Maryland Boy Scouts of America-Maryland Maryland Amputee Association TKF Foundation Baltimore County Department of Aging American Red Cross United Way of Central Maryland Kernan's leadership consults with community leaders on an ongoing basis to determine how best to meet the needs of their constituents through attendance at monthly meetings and actively participating on board and commissions within these organizations, plus sponsoring of community events. Community Benefits Implementation The community outreach initiatives have designated staff members assigned to assist and monitor the community benefits activities. A staff member is assigned to work within the Community Health Outreach and Advocacy team, a part of the University of Maryland Medical System. The community groups and hospital leadership are kept abreast of the initiatives and their progress towards goal achievement. Kernan provides education, serves as an advocate and supports the disability populations within its continuum of care. During FY 2011, Kernan provided and facilitated monthly support groups for brain injury, stroke, spinal cord injury, amputee, caregivers, total joint, and trauma survivors' programs. In addition to support groups, physical space was provided within the hospital for: - the Brain Injury Association of Maryland - the MS Day Program funded by US Against MS - Women Embracing Abilities Now, a mentoring program for women with disabilities - Monthly meeting space for the Franklintown Community Association - Blood drives for the American Red Cross Responding to the need to healthcare education and career awareness, opportunities were brought to students within the Kernan community as well. Dental education was provided to Dickey Hill Elementary School students as well as students attending the St. Michael's School health fair. High school students in Howard County at Hammond High School, Mt. Hebron High School, and Folly Quarter Middle School and Baltimore County students from Randallstown, Milford Mill and Hereford high schools, as well as Baltimore City partner school Dickey Hill Elementary/Middle School learned about health care careers through activities of Kernan staff at those schools. Clinical education and mentoring of future health care professionals was provided to numerous high school, college and university students in the fields of occupational therapy, physical therapy, speech language pathology, dental, nursing and medicine. Athletic trainers and medical residents were also provided to area high schools, and provided pre-season sports physicals. Community integration and adaptive leisure opportunities were provided through collaborative initiatives with Baltimore Municipal Golf Corporation and Baltimore City Parks and Recreation-Therapeutic Recreation Division. Kernan hosted its own Adapted Sports Festival to showcase adapted sports opportunities for both patients and the community. Community Health Initiatives Major needs identified that are pertinent to Kernan's patient population, and were identified in the 2008 Baltimore City Health Status Report and in the Jackson Organization/UMMC market research survey are: o Chronic Disease: Obesity - Increase the proportion of adults who are at a healthy weight and reduce death from heart disease o Initiative 1 - Adapted Sports Festival was created to help disabled adults fight obesity and heart disease, diabetes o Chronic Disease: Obesity - Reduce the proportion of children and adolescents who are considered obese o Initiative 2 - Promoting Physical Activity in High Schools through Sports o Healthcare Access - Reduce the proportion of individuals who are unable to afford to see a doctor o Initiative 3 - Support Groups/Patient Education o Chronic Disease - Reduce deaths from heart disease. o Initiative 4 - Take a Loved One to the Doctor Day - Targets obesity, diabetes, high blood pressure and cardiac issues. o Healthcare Access - Increase the proportion of children and adolescents who receive dental care o Initiative 5 - Dental Care for those in Need Initiative 1 Chronic Disease: Obesity - Increase the proportion of adults who are at a healthy weight and reduce death from heart disease Adapted Sports Festival Obesity rates among adults with disabilities are approximately 57% higher than for adults without disabilities. From the 2008 Behavioral Risk Factor Surveillance System, CDC Physical Activity for People with Disabilities, According to the Centers for Disease Control, obesity affects people in different ways, and evidence shows that regular physical activity provides important health benefits for people with disabilities. Benefits of physical activity include improved cardiovascular and muscle fitness, improved mental health, and a better ability to do tasks of daily life. Sufficient evidence now exists to recommend that adults with disabilities should also get regular physical activity. The Adapted Sports Festival helps to meet SHIP Objective number 1 - Increase Life Expectancy, Vision Area- Chronic Disease #30 - Increase proportion of adults who are at a healthy weight. Patient care staff at Kernan had noticed that disabled patients did not have opportunities or knowledge of how they could participate in sports, or how to get regular exercise, like their able-bodied counterparts. With a desire to help improve the quality of life of its patient population, Kernan Orthopaedics and Rehabilitation Hospital organized and hosted its second Adapted Sports Festival on Saturday, September 18, 2010. The purpose of the Adapted Sports Festival is to enable individuals of all abilities to lead active, healthy lifestyles. Kernan's staff felt that participation in sports and recreational pursuits could help to make this possible. Designed as a fun-filled day for individuals with physical disabilities and their families, the day included chances to participate in hand cycling, bocce ball, wheelchair basketball, a wheelchair slalom course, volley ball and adapted golf. There was also a quad rugby demonstration. The hospital's recreational therapy staff, along with other rehabilitation professionals at Kernan, encouraged patients to explore a wide range of outdoor activities. This process was incorporated into the rehabilitation program at Kernan, and continued once patients are discharged back to their homes and communities. Current and former patients, as well as individuals with disabilities living in the community, attended the event and were encouraged to participate in a range of recreational activities. All activities were supervised by trained staff, taking into account individual needs and abilities. Equipment was adapted as necessary and patients were encouraged to utilize newly developed skills and techniques acquired through rehabilitation. A part of the event was bringing in a disabled athlete, so that participants could ask questions and gain valuable in site into how others in similar physical conditions could participate in sports and lifestyle. Jesse Billauer was the keynote speaker for the 2010 event. On the verge of becoming a professional surfer, Jesse Billauer sustained a devastating injury when a wave pushed him headfirst into a shallow sandbar, leaving him paralyzed with a complete C-6 injury. Jesse did not let this injury keep him down. His desire to get back into the water led him to develop a system in which he could surf again, and with the help of others, developed a way to get individuals with spinal cord injuries surfing. Initiative 2 Chronic Disease: Obesity - Reduce the proportion of children and adolescents who are considered obe
Affiliated Health Care System Roles	Schedule H, Part VI, Line 6	The James Lawrence Kernan Hospital is a part of the University of Maryland Medical System (UMMS) and participates on the UMMS Community Health Outreach and Advocacy team. UMMS created the University of Maryland Community Health Outreach and Advocacy team to address the health care needs of the West Baltimore community. The group is comprised of community outreach management and staff, social workers, directors, vice presidents, and physicians from UMMS system hospitals. The group determines what needs are addressed as well as community involvement and activities each year. UMMC participates in this Advocacy Team and representatives In addition to the identified UMMS priorities, Kernan senior leaders and community outreach staff meet to determine annual goals and activities. Kernan, in partnership with UMMS, was a major participant and sponsor in major annual outreach efforts.
Community Benefit Report State Filings	Schedule H, Part VI, Line 7	Maryland

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	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)

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	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ROBERT A CHRENCIK
0	986285	0	659250	0	9032	0	179103	0	19769	0	1853439	0	0
MICHAEL R JABLONOVER
264387	0	57750	0	156530	0	8752	0	19829	0	507248	0	123113	0
JUANITA ROBBINS
149123	0	0	0	805	0	20697	0	1479	0	172104	0	0	0
W W AUGUSTIN III
172817	0	15311	0	16247	0	6717	0	15391	0	226483	0	0	0
JAMES ROSS
21098	253178	0	62943	3238	50825	750	8353	1161	14421	26247	389720	0	0
VALERIE SUMMERLIN
155037	0	13387	0	18304	0	5980	0	1878	0	194586	0	0	0
NORBERT ROBINSON
137593	0	2500	0	112	0	7105	0	18346	0	165656	0	0	0
CHRISTINE MARTIN
116928	0	9941	0	12225	0	4569	0	15423	0	159086	0	0	0
ROY SMOOT JR
148807	2582	0	0	4333	17022	20649	401	11278	1415	185067	21420	0	0
HEMA PATEL
212616	0	0	0	3076	0	4654	0	18400	0	238746	0	0	0
JENNIFER MERENDA
164317	0	500	0	184	0	3865	0	18204	0	187070	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 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 wihich 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 end June 30, 2011, certain officers and key employees participated in the University of Maryland Medical System (UMMS) supplemental nonqualified 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 During the fiscal year end June 30, 2011, the certain officers and key employees participated in the University of Maryland Medical System (UMMS) supplemental nonqualified plan. The officers and key employees listed below have vested in the plan in a prior year, therefore the contribution to the plan for the fiscal year is reported as taxable compensation and reported on Schedule J, Part II, Column (Biii), Other Reportable Compensation. Walter Augustin, Valerie Summerlin, Christine Martin, James Ross During the fiscal year end June 30, 2011, the certain officers and key employees participated in the University of Maryland Medical System (UMMS) supplemental nonqualified plan. The officers and key employees listed below have vested in the plan in the reporting tax year, therefore the full value of the plan, including any contribution to the plan for the current fiscal year, is reported as taxable compensation and reported on Schedule J, Part II, Column (Biii), 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). Michael Jablonover- Vested value of supplemental retirement plan that is included as compensation $150,822. Amount reported on prior Form 990s when contributed to the plan $123,113.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Members or Stockholders	Form 990, Part VI, Lines 6, 7a, and 7b	UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (UMMS) IS THE SOLE MEMBER OF JAMES LAWRENCE KERNAN HOSPITAL (JLK). UMMS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMMS.
Form 990 Review Process	Form 990, Part VI, Line 11:	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 web-based system. When all data has been entered, the information is submitted to GRANT THORNTON for importation into their tax software. At this point, GRANT THORNTON staff members review the data, ask for additional information if needed and prepare the tax return. Each return is reviewed at several levels at GRANT THORNTON including the tax partner. After their review process, a draft return is sent to the accounting staff at UMMS for an in-house review. Upon completion of the in-house review, GRANT THORNTON is instructed to make any necessary changes and to prepare the final tax return. The final return undergoes another review by the accounting staff at Finance Shared Services and is also reviewed by the Accounting Manager, the Director of Financial Reporting, the Vice President of Finance and the CFO, who signs the return. Prior to filing the IRS Form 990, the organization's Board Chairman, Treasurer, Audit Committee Chairman, Executive Committee Chairman or other member of the Board with similar authority will review the IRS Form 990. At the discretion of the reviewing Board member, such member will bring any issues or questions related to the completed IRS Form 990 to the attention of the Board. Notwithstanding the above, a Board resolution is not required for the filing of the Organization's IRS Form 990. Each Board member is provided with a copy of the final IRS Form 990 before filing.
Conflict of Interest Policy Monitoring & Enforcement	Form 990, Part VI, Line 12c:	The Organization's officers, directors, employees and medical staff members, as applicable, shall disclose conflicts of interest or potential conflicts of interest between their personal interests and the interests of the Organization, or any entity controlled by or owned in substantial part by the Organization. A questionnaire which discloses potential conflicts of interest is distributed annually to all officers, directors and key employees. The General Counsel of the University of Maryland Medical System Corporation (UMMSC) reviews the responses for UMMSC, 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.
Executive Compensation	Form 990, Part VI, Line 15:	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.
Public Disclosure	Form 990, Part VI, Line 19:	In general, financial and tax information relating to the Organization is deemed proprietary and not subject to disclosure upon request. However, specific provisions of federal and state law require the Organization to disclose certain limited financial and tax data upon a specific request for that information. Requests for Form 990 and Form 1023: A requestor seeking to review and/or obtain a copy of the Organization's IRS Form 990 or Form 1023 as filed with the Internal Revenue Service, including all schedules and attachments, may appear in person or submit a written request. The most recent three years of IRS Form 990 may be requested. If the requester appears in person, the individual is directed to the office of the Chief Financial Officer for the Organization and the Form 990 and/or Form 1023 are made available for inspection. The individual is permitted to review the return, take notes and request a copy. If requested, a copy is provided on the same day. A nominal fee is charged for making the copies. The Organization may have an employee present during the public inspection of the document. Written requests for an entity's Form 990 or Form 1023 are directed immediately to the office of the Chief Financial Officer for the Organization. The requested copies are mailed within 30 days of the request. Reproduction fees and mailing costs are charged to the requestor. Conflict of Interest Policy and Governing Documents: If the governing documents and conflict of interest policy of our organization are subject to the Federal public disclosure rules (or state public disclosure rules), these documents will be made publicly available as applicable law may require. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of management.
Reconciliation of Net Assets	Form 990, Part XI, Line 5	Change in economic interest of UMMS foundation $ (79,816) Change in economic interest of Kernan Endowment 5,831,154 Hartke Fund Donation (2 vehicles) 35,000 Foundation support - Nurse Call System 1,000,000 ---------- TOTAL OTHER CHANGES IN NET ASSETS-JLK $ 6,786,338
Tax Exempt Bond Issue	Part IV, Line 24a	Pursuant to a Master Loan Agreement dated June 20, 1991 (The "Master Loan Agreement"), as Amended, The University Of Maryland Medical System Corporation (The "Corporation") and several of its subsidiaries have issued debt through the Maryland Health and Higher Education Facility Authority (the "Authority"). As Security for the performance of the bond obligation under the Master Loan Agreement, The Authority maintains a security interest in the revenue of the obligors. The Master Loan Agreement contains certain restrictive covenants. These covenants require that rates and charges be set at certain levels, limit incurrence of additional debt, require compliance with certain operating ratios and restrict the disposition of assets. The obligated group under the Master Loan Agreement includes the Corporation, University Specialty Hospital, Inc., The James Lawrence Kernan Hospital, Inc., Maryland General Hospital, Inc., Baltimore Washington Medical Center, Inc., Shore Health System, Inc., Chester River Health System, Inc. and the University of Maryland Medical System Foundation, Inc. Each member of the obligated Group is jointly and severally liable for the repayment of the obligations under the Master Loan Agreement of the Corporations $974,450,000 of outstanding Authority Bonds on June 30, 2011. All of the bonds were issued in the name of the University of Maryland Medical System Corporation and are reported on Schedule K of its Form 990.
Hours on Related Entities		The University of Maryland Medical System (UMMS) is a multi-entity health care system including 8 acute care hospitals 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 the comprise UMMS.
HOURS DEVOTED FOR RELATED ORGANIZATION	FORM 990 PART VII	NAME:ROBERT A CHRENCIK TITLE:TREASURER HOURS:40

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Kernan Physical Therapy	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2200 Kernan Drive	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	21207	ZIPCode

Field	Value	IRS element (for citing)
EIN	522061788	EIN
Primary Activities	Therapy	PrimaryActivities
Legal Domicile State	MD	LegalDomicileState
Total Income	1156570	TotalIncome
EOY Assets	160652	EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	JLK HOSPITAL	BusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (25 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
Baltimore Washington Emergency Phys Inc
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	521756326	HEALTH CARE	MD	501(C )(3)	11	BWMS
Baltimore Washington Healthcare Services
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	521830243	HEALTH CARE	MD	501(C )(3)	11	BWMS
Baltimore Washington Medical Center Inc
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	520689917	HEALTH CARE	MD	501(C )(3)	11	BWMS
Baltimore Washington Medical System Inc
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	521830242	HEALTH CARE	MD	501(C )(3)	11	UMMS
BW Medical Center Foundation Inc
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	521813656	HEALTH CARE	MD	501(C )(3)	11	BWMS
North Arundel Development Corporation
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	521318404	REAL ESTATE	MD	501(C )(2)		BWMS
North County Corporation
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	521591355	REAL ESTATE	MD	501(C )(2)		BWMS
Chester River Health Foundation Inc
100 BROWN STREET	CHESTERTOWN	MD	21620	521338861	FUNDRAISING	MD	501(C )(3)	11	CRHS
Chester River Health System Inc
100 BROWN STREET	CHESTERTOWN	MD	21620	522046500	HEALTH CARE	MD	501(C )(3)	11	UMMS
Chester River Hospital Center Inc
100 BROWN STREET	CHESTERTOWN	MD	21620	520679694	HEALTH CARE	MD	501(C )(3)	03	CRHS
Chester River Manor Inc
200 MORGNEC ROAD	CHESTERTOWN	MD	21620	526070333	HEALTH CARE	MD	501(C )(3)	11	CRHS
Maryland General Clinical Practice Group
827 LINDEN AVE	BALTIMORE	MD	21201	521566211	HEALTH CARE	MD	501(C )(3)	11	MGHS
Maryland General Comm Health Foundation
827 LINDEN AVE	BALTIMORE	MD	21201	522147532	FUNDRAISING	MD	501(C )(3)	11	MGHS
Maryland General Health Systems Inc
827 LINDEN AVE	BALTIMORE	MD	21201	521175337	HEALTH CARE	MD	501(C )(3)	11	UMMS
Maryland General Hospital Inc
827 LINDEN AVE	BALTIMORE	MD	21201	520591667	HEALTH CARE	MD	501(C )(3)	03	MGHS
Care Health Services Inc
219 SOUTH WASHINGTON STREET	EASTON	MD	21601	521510269	HEALTH CARE	MD	501(C )(3)	11	SHS
Dorchester General Hospital Foundation
219 SOUTH WASHINGTON STREET	EASTON	MD	21601	521703242	FUNDRAISING	MD	501(C )(3)	11	SHS
Memorial Hospital Foundation Inc
219 SOUTH WASHINGTON STREET	EASTON	MD	21601	521282080	FUNDRAISING	MD	501(C )(3)	11	SHS
Shore Clinical Foundation Inc
219 SOUTH WASHINGTON STREET	EASTON	MD	21601	521874111	HEALTH CARE	MD	501(C )(3)	11	SHS
Shore Health System Inc
219 SOUTH WASHINGTON STREET	EASTON	MD	21601	520610538	HEALTH CARE	MD	501(C )(3)	03	UMMSC
University Specialty Hospital
611 South Charles Street	BALTIMORE	MD	21230	520882914	HEALTH CARE	MD	501( C)(3)	03	UMMSC
James Lawrence Kernan Hosp Endow Fnd
2200 KERNAN DRIVE	BALTIMORE	MD	21207	237360743	FUNDRAISING	MD	501(C )(3)	11	UMMSC
Shipley's Choice Medical Park Inc
22 SOUTH GREENE STREET	BALTIMORE	MD	21201	043643849	REAL ESTATE	MD	501(C )(2)		UMMSC
UMMS Foundation Inc
22 SOUTH GREENE STREET	BALTIMORE	MD	21201	522238893	FUNDRAISING	MD	501(C )(3)	11	UMMSC
University of MD Medical System Corp
22 SOUTH GREENE STREET	BALTIMORE	MD	21201	521362793	HEALTH CARE	MD	501(C )(3)	03	UMMSC

Form990 Schedule R Part III Form990ScheduleRPartIII (9 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA
Arundel Physicians Associates LLC
301 Hospital Drive	GLEN BURNIE	MD	21601	522000762	HEALTH CARE	MD	N/A
Central Maryland Radiology Oncology
10710 Charter Drive	COLUMBIA	MD	21044	270879418	HEALTH CARE	MD	N/A
Helen P Denit Cancer Treatment Center
22 South Greene Street	BALTIMORE	MD	21201	522283591	HEALTH CARE	MD	N/A
Innovative Health LLC
29165 Canvasback Drive Suite 100	EASTON	MD	21601	521997287	BILLING	MD	N/A
North Arundel Pet Center LLC
301 Hospital Drive	GLEN BURNIE	MD	21061	200806027	HEALTH CARE	MD	N/A
North Arundel Senior Living LLC
301 Hospital Drive	GLEN BURNIE	MD	21061	541810728	HEALTH CARE	MD	N/A
NAHSunrise of Severna Park LLC
301 Hospital Drive	GLEN BURNIE	MD	21061	541810729	HEALTH CARE	MD	N/A
Shipley's Imaging Center LLC
22 South Greene Street	BALTIMORE	MD	21201	522040338	HEALTH CARE	MD	N/A
UniversityCare LLC
22 South Greene Street	Baltimore	MD	21201	521914892	Health Care	MD	N/A

Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Direct Controlling Entity NADirectControllingEntityNA	Type Of EntityTypeOfEntity	Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	Province Or StateAddressForeign/ProvinceOrState	CountryAddressForeign/Country	Postal CodeAddressForeign/PostalCode	Legal Domicile Foreign CountryLegalDomicileForeignCountry
Arundel Physicians Associates Inc
301 Hospital Drive	GLEN BURNIE	MD	21061	521992649	HEALTH CARE	MD	N/A	C Corp
Baltimore Washington Health Enterprises
301 Hospital Drive	GLEN BURNIE	MD	21061	521936656	HEALTH CARE	MD	N/A	C Corp
BW Professional Services Inc
301 Hospital Drive	GLEN BURNIE	MD	21061	521655640	HEALTH CARE	MD	N/A	C Corp
Council of Unit Owners of MD Gen PC
827 Linden Avenue	BALTIMORE	MD	21201	521891126	REAL ESTATE	MD	N/A	C Corp
Shore Health Enterprises Inc
219 South Washington Street	EASTON	MD	21601	521363201	REAL ESTATE	MD	N/A	C Corp
University Lithotripter Inc
22 South Greene Street	BALTIMORE	MD	21201	521451021	HEALTH CARE	MD	N/A	C Corp
UMMS Self Insurance Trust
22 South Greene Street	BALTIMORE	MD	21201	526315433	INSURANCE	MD	N/A	Trust
Terrapin Insurance Company
				980129232	INSURANCE		N/A	C Corp	PO Box 1109	Grand Cayman	Cayman Islands	CJ	KY1-1102	CJ
NA Executive Building Condo Assn Inc
301 Hospital Drive	GLEN BURNIE	MD	21061		REAL ESTATE	MD	N/A	C Corp

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	true	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
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	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg