2011-05-16T12:00:19-05:00 2010-06-30 RSM MCGLADREY INC 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2009-07-01 521000082 DELMARVA FOUNDATION FOR MEDICAL CARE INC DELM 4108220697 9240 CENTREVILLE ROAD EASTON MD 21601 MALCOlM r HOLLEY 4108220697 2011-05-12 1 JULIA FLANNERY 4102469300 2009 2016-02-24 21:20:13Z CHRISTIAN E JENSEN MD 9240 CENTREVILLE ROAD EASTON MD 21601 23536309 0 X WWW.DFMC.ORG X 1973 MD Assess the effectiveness and efficiency of health & human services. Assist health & human service providers in implementing process improvement activities in their respective locations of care. 10 10 242 0 0 0 0 24978713 21124508 -22036 -276263 2680 11996 24959357 20860241 0 0 15321331 12488656 0 0 8837907 7254135 24159238 19742791 800119 1117450 16013139 17844017 2523469 2700883 13489670 15143134 DELMARVA FOUNDATION FOR MEDICAL CARE'S MISSION IS TO IMPROVE HEALTH IN THE COMMUNITIES WE SERVE. 0 0 3982028 4091999 QUALITY IMRPOVEMENT ORGANIZATION for Maryland - The QUALITY IMPROVEMENT ORGANIZATION programs provides consultative support to hospitals, physician offices, and long term care facilities. Additionally, the programs provided review activities to Medicare beneficiaries for complaints, hospital and BIPA appeals and utilization and EMTALA review. 2280218 3090069 DC MEDICAID QUALITY IMPROVEMENT ORGANIZATION CONTRACT - UNDER THIS CONTRACT DFMC PERFORMED UTILIZATION REVIEW ACTIVITIES WHICH INCLUDES PREAUTHORIZATION FOR INPATIENT AND OUTPATIENT HEALTH CARE SERVICES AND LONG TERM CARE MEDICAL ELIGIBILITY REVIEW SERVICES. 4550975 4514696 Florida Developmental Disabilities Program - This program reviews services for individuals with developmental disabilities. Over 1650 PERSONS CENTERED reviews AND 2850 PROVIDER DISCOVERY REVIEWS WERE CONDUCTED THIS YEAR. THREE STATEWIDE QUALITY COUNCILS WERE FACILITATED, AND 25 TRAINING SESSIONS WERE HELD THAT WERE ATTENDED BY OVER 5,000 STAKEHOLDERS. 4197541 9439740 DELMARVA ASSESSES THE EFFECTIVENESS AND EFFICIENCY OF HEALTH AND HUMAN SERVICES THROUGH OTHER FEDERAL AND LOCAL GOVERNMENT CONTRACTS. DELMARVA ASSISTS HEALTH AND HUMAN SERVICE PROVIDERS IN IMPLEMENTING PROCESS IMPROVEMENT ACTIVITIES IN THEIR RESPECTIVE LOCATIONS OF CARE. 4197541 9439740 15010762 1 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 130 0 1 242 1 0 0 0 0 0 0 0 0 0 10 10 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD CA X MALCOLM R HOLLEY CFO 4108220697 9240 CENTREVILLE ROAD EASTON MD 21601 JOHN W MCGINNIS 0.20 X X 13125 1652 0 PHYLLIS MARY OETGEN JD MSW 0.20 X X 2775 1030 0 HAROLD A COHEN 0.20 X X 2325 3161 0 JAMES G CULP 0.20 X 2475 3391 0 ROBERT J LANZA JR 0.20 X 3525 860 0 CATHERINE SMOOT-HASELNUS 0.20 X 2025 8087 0 JOHN YOUNG 0.20 X 1535 0 0 FADIA SHAYA 0.20 X 1575 854 0 PAUL SCHWAB 0.20 X 2925 1049 0 TIFFANY A TATE 0.20 X 3000 1401 0 JOYCE H ROZMAN 25.00 X 123537 97064 22327 CHRISTIAN E JENSEN 25.00 X 170340 133839 30723 MALCOLM R HOLLEY JR 25.00 X 90501 71108 30549 FREDIA WADLEY 40.00 X 204013 0 35020 NANCY J C FRIEDLEY 40.00 X 209280 0 35766 CRAIG S WELLER 25.00 X 99137 77893 17172 ROBERT L BROOKS 40.00 X 146414 0 3457 JULIE TYLER 40.00 X 147966 0 27521 WILLIAM K JAWISH III 25.00 X 78263 61493 28488 ROBERT FOLEY 40.00 X 127050 0 31827 WENDY GARY 40.00 X 122268 0 12432 1554054 462882 275282 7 0 1 0 AT&T PO BOX 5019 CAROL STREAM IL 20197 PHONE & IT SERVICES 409198 THOMAS REUTERS PO BOX 71716 CHICAGO IL 60694 IT & ANALYTIC SERVICES 346221 MARYLAND PATIENT SAFETY 6820 DEERPATH ROAD ELKRIDGE MD 21075 CONSULTING 200000 PROFESSIONAL SERVICES 13975 CONNECTICUT AVE STE 210 SILVER SPRING MD 20906 CONSULTING 192010 NATIONAL PERINATAL 225 CHAPMAN STREET STE 200 PROVIDENCE RI 02905 CONSULTING 133000 11 GOVERNMENT CONTRACT RE 900099 21124508 21124508 21124508 51032 51032 2348773 2675782 286 -327009 -286 -327295 -327295 OTHER INCOME 900099 11996 11996 11996 20860241 21136504 0 -276263 1702599 1074019 628580 8065913 7773362 292551 843203 763692 79511 1048776 949881 98895 828165 750072 78093 11037 11037 82975 82975 2036396 1934019 102377 3655 3655 1134614 458085 676529 100864 100864 1772753 459395 1313358 608597 595340 13257 131402 131402 495047 495047 MISCELLANEOUS EXPENSE 594931 594931 LICENSES, FEES AND DUES 176562 105241 71321 RECRUITMENT 105302 12599 92703 19742791 15010762 4732029 0 3000 2500 642259 1186128 5810325 5353781 386977 289144 6492325 4949650 1846881 1542675 1290502 1944803 685415 5347780 7524986 16013139 17844017 2223456 2437921 85840 42719 214173 220243 2523469 2700883 X 13489670 15143134 13489670 15143134 16013139 17844017 X 0 1 1 X 1 1 X 30179302 30953890 26876530 24978713 21124508 134112943 30179302 30953890 26876530 24978713 21124508 134112943 134112943 96054 209199 148655 72610 51032 577550 8630 2214 4479 2680 11996 29999 134720492 0.99550 0.99540 X X 1593 2486 1592 2485 3185 4971 19739606 54720129 19742791 54725100 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 3206 6193 4971 4971 19341 250000 250000 250000 250000 1000000 1500000 3206 6193 2486 2486 14371 102269 102269 2320212 1556798 763414 37449 11710 25739 4032395 3381142 651253 0 1542675 DUE FROM AFFILIATE 7439331 DEPOSITS 85655 7524986 DEFERRED RENT 121421 CAPITAL LEASE OBLIGATIONS 98822 220243 20860241 19742791 1117450 536014 536014 1653464 21396255 536014 536014 20860241 0 20860241 19742791 0 19742791 0 19742791 Part X: Description of Uncertain Tax Positions Under FIN 48: DFMC HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, DFMC MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT'S MORE-THAN-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION CLASSIFICATION, INTEREST, AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT HAS EVALUATED DFMC'S TAX POSITIONS AND HAS CONCLUDED THAT DFMC HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISION ON THIS GUIDANCE. DFMC IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDING PRIOR TO JUNE 30,2007. 0 0 0 0 0 0 0 0 0 JOYCE H ROZMAN 123537 97064 0 0 0 0 12503 9824 571 449 136611 107337 0 0 CHRISTIAN E JENSEN 170340 133839 0 0 0 0 16864 13251 752 591 187956 147681 0 0 MALCOLM R HOLLEY JR 90501 71108 0 0 0 0 9951 7818 7671 6028 108123 84954 0 0 FREDIA WADLEY 204013 0 0 0 0 0 20495 0 15533 0 240041 0 0 0 NANCY J C FRIEDLEY 209280 0 0 0 0 0 21241 0 15546 0 246067 0 0 0 CRAIG S WELLER 99137 77893 0 0 0 0 9616 7556 525 413 109278 85862 0 0 JULIE TYLER 147966 0 0 0 0 0 14521 0 13884 0 176371 0 0 0 WILLIAM K JAWISH III 78263 61493 0 0 0 0 8200 6443 8249 6482 94712 74418 0 0 ROBERT FOLEY 127050 0 0 0 0 0 12297 0 20393 0 159740 0 0 0 Supplemental Information Part III Schedule J, Part I, Line 3 A compensation committee, independent compensation consultant, form 990 of other organizations, compensation survey or study, and approval by the Board or compensation committee was used by Quality Health Strategies, a related 501(c)(3) organization, to establish the compensation of the organization's executive director. Form 990, Part VI, Section A, line 3 Management functions, such as finance, human resources, information technology, contracts, and business development, are performed by Quality Health Strategies, Inc., the sole member of Delmarva Foundation for medical care, inc.. In addition, the organization's CEO is also the CEO of Quality Health Strategies, Inc. Form 990, Part VI, Section A, line 6 Quality Health Strategies, Inc. is the sole member of Delmarva Foundation for Medical Care, Inc. Form 990, Part VI, Section A, line 7a Quality Health Strategies, Inc. has the right to appoint and elect all directors. Form 990, Part VI, Section A, line 7b The board of directors of Quality Health Strategies, Inc. approves all board member recommendations made by the board of Delmarva Foundation for Medical Care, Inc. Form 990, Part VI, Section B, line 11 The Form 990 data is prepared by the finance department of the company. The independent auditor transfers the data for preparation of the 990. The Chief Financial Officer reviews the data prior to submission to the independent auditors. The independent auditors prepare the Form 990 and send the first draft to the CFO for review, comment or any changes. If any changes, they are sent to the independent auditors for change. A second draft is prepared and sent to the CFO, who disseminates the second draft to the CEO and members of the finance committee of the board of directors for their review, comment and changes. If no changes, then the 2nd draft is considered final and is the version filed with the IRS. If changes, then the changes are completed, the revised 990 is disseminated to the CEO and Board of Directors electronically or in paper form prior to filing. The return is then filed electronically with the IRS by the independent auditor. Form 990, Part VI, Section B, line 12c The board of directors participates in annual compliance training and conflict of interest training given by the compliance officer. Each board member, the CEO, COO, and CFO are required to complete and sign a conflict of interest questionnaire on an annual basis. Form 990, Part VI, Section B, line 15 Consistent with Sarbanes Oxley, DELMARVA FOUNDATION FOR MEDICAL CARE'S PARENT ORGANIZATION, Quality Health Strategies, Inc.'S board of directors appoints a committee to obtain and analyze a compensation survey for the CEO and C-suite officers. For other vice presidents, the director of human resources obtains the survey and discusses with the CEO. The QHS board committee reserves the right to review the vice president compensation analysis. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE via guidestar and upon request. all other documents are made available upon request. FORM 990, PART VII, SECTION A CATHERINE N. SMOOT-HASELN IS ALSO A DIRECTOR OF QUALITY HEALTH STRATEGIES, INC., A RELATED ORGANIZATION. SHE DEVOTES ABOUT .2 HOURS PER WEEK TO THE RELATED ORGANIZATION. SEVERAL OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF DELMARVA FOUNDATION FOR MEDICAL CARE ARE ALSO EMPLOYEES OF QUALITY HEALTH STRATEGIES, INC., A RELATED ORGANIZATION. HOURS DEVOTED TO QUALITY HEALTH STRATEGIES, INC. ARE LISTED BELOW: INDIVIDUAL HOURS DEVOTED TO QHS CHRISTIAN E. JENSEN 11 MALCOLM R. HOLLEY 11 JOYCE H. ROZMAN 11 CRAIG S. WELLER 11 BILL JAWISH 11 SEVERAL OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES OF DELMARVA FOUNDATION FOR MEDICAL CARE ARE ALSO EMPLOYEES OF DELMARVA FOUNDATION OF THE DISTRICT OF COLUMBIA, INC., A RELATED ORGANIZATION. HOURS DEVOTED TO DELMARVA FOUNDATION OF THE DISTRICT OF COLUMBIA, INC. ARE LISTED BELOW: INDIVIDUAL HOURS DEVOTED TO DFDC CHRISTIAN E. JENSEN 4 MALCOLM R. HOLLEY 4 JOYCE H. ROZMAN 4 CRAIG S. WELLER 4 BILL JAWISH 4 SEVERAL OFFICERS DELMARVA FOUNDATION FOR MEDICAL CARE ARE ALSO EMPLOYEES OF QUALITY HEALTH FOUNDATION, INC., A RELATED ORGANIZATION. HOURS DEVOTED TO QUALITY HEALTH FOUNDATION, INC. ARE LISTED BELOW: INDIVIDUAL HOURS DEVOTED TO QHF CHRISTIAN E. JENSEN 1 MALCOLM R. HOLLEY 1 QUALITY HEALTH STRATEGIES INC 9240 CENTREVILLE ROAD EASTON MD 21601 263670453 HOLDING COMPANY MD 501(c)(3) Line 11b, II N/A DELMARVA FOUNDATION OF THE DISTRICT OF COLUMBIA INC 9240 CENTREVILLE ROAD EASTON MD 21601 522334320 HEALTH ASSESSMENT DC 501(c)(3) Line 7 QUALITY HEALTH STRATEGIES INC QUALITY HEALTH FOUNDATION INC 9240 CENTREVILLE ROAD EASTON MD 21601 200065799 GRANT MAKING MD 501(c)(3) Line 7 QUALITY HEALTH STRATEGIES INC HEALTH WATCH INC 9240 CENTREVILLE ROAD EASTON MD 21601 521798961 PATIENT SAFETY PRODUCTS & SERVICES MD N/A C 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 DELMARVA FOUNDATION FOR MEDICAL CARE INC 9240 CENTERVILLE ROAD EASTON MD 21601 521000082 X 1593 1592 3185 19739606 19742791 1000000 250000 0 0 0 QUALITY HEALTH STRATEGIES INC 9240 CENTERVILLE ROAD EASTON MD 21601 263670453 0 0 0 32105067 32105067 1000000 250000 0 0 0 DELMARVA FOUNDATION OF THE DISTRICT OF COLUMBIA INC 9240 CENTERVILLE ROAD EASTON MD 21601 522334320 X 893 893 1786 2639774 2641560 282078 70520 0 0 0 QUALITY HEALTH FOUNDATION INC 9240 CENTERVILLE ROAD EASTON MD 21601 200065799 X 0 0 0 235682 235682 47136 11784 0 0 0