UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM INC (EIN 52-1398513)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201103199349304175
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T11:10:40-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521398513 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Upper Chesapeake Health System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPPE | NameControl |
| Phone | 4108773700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DRIVE | AddressLine1 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH E HOFFMAN III | Name |
| Title | CFO | Title |
| Phone | 4436433340 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LYLE E SHELDON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DR 405 | AddressLine1 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12100491 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UCHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | ASSISTS IN THE MANAGEMENT OF RELATED HEALTHCARE FACILITIES. ALSO PROVIDES SERVICES AND FINANCIAL ASSISTANCE TO HEALTHCARE FACILITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 91 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 913828 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10323679 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11062722 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 903 | InvestmentIncomePriorYear |
| Investment Income Current Year | 736 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 131700 | OtherRevenuePriorYear |
| Other Revenue Current Year | 123205 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10456282 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12100491 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 87215 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 135786 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8171362 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9224227 | 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 | 3401534 | OtherExpensePriorYear |
| Other Expenses Current Year | 3335610 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11660111 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12695623 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1203829 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -595132 | RevenuesLessExpensesCY |
| Total Assets BOY | 2927134 | TotalAssetsBOY |
| Total Assets EOY | 6263134 | TotalAssetsEOY |
| Total Liabilities BOY | 3935965 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7866097 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1008831 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -1602963 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ASSISTS IN THE MANAGEMENT OF RELATED HEALTHCARE FACILITIES. ALSO PROVIDES SERVICES AND FINANCIAL ASSISTANCE TO HEALTHCARE FACILITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 12695623 | Expense |
| Grants | 135786 | Grants |
| Revenue | 11062722 | Revenue |
| Description | SEE SCHEDULE O. | Description |
| Total Program Service Expense | 12695623 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 91 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOSEPH E HOFFMAN III | NamePerson |
| Telephone Number | 4436433340 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 UPPER CHESAPEAKE DR STE 405 | AddressLine1 |
| City | BEL AIR | City |
| State | MD | State |
| ZIP Code | 21014 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 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 |
|---|---|---|---|---|---|---|---|---|
| H WILLIAM ACKER | ||||||||
| TREASURER/DIRECTOR | 5.0 | X | X | 0 | 0 | 0 | ||
| STEVEN M BENTMAN MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 20833 | 0 | |||
| JOHN H CAIN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DIANE K FORD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROBERT F HOOFNAGLE JR MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 58600 | 0 | |||
| M SCOT KAUFMAN | ||||||||
| SECRETARY/DIRECTOR | 5.0 | X | X | 0 | 0 | 0 | ||
| ANDREW KLEIN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JAMES LAMBDIN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ANTHONY J MEOLI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ROGER E SCHNEIDER MD | ||||||||
| CHAIRMAN/DIRECTOR | 5.0 | X | X | 0 | 0 | 0 | ||
| LYLE E SHELDON | ||||||||
| PRESIDENT & CEO/DIRECTOR | 5.0 | X | X | 755430 | 0 | 196177 | ||
| RICHARD P STREETT JR VMD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ADELE A WILZACK RN MS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| ALBERT J A YOUNG | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| FAHEEM YOUNUS MD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 175882 | 0 | |||
| JOSEPH E HOFFMAN III | ||||||||
| SR VP/CFO | 5.0 | 363940 | 0 | 107678 | X | |||
| KENNETH D KOZEL | ||||||||
| SR VP/COO | 5.0 | 378133 | 0 | 99448 | X | |||
| DEAN C KASTER | ||||||||
| SR VP - CORP STRATEGY/PLANNING | 5.0 | 260785 | 0 | 74808 | X | |||
| MARGARET M VAUGHAN | ||||||||
| SR VP - CHIEF MEDICAL OFFICER | 5.0 | 368719 | 0 | 107480 | X | |||
| E SCOTT CONOVER | ||||||||
| SR VP/GENERAL COUNSEL | 5.0 | 330806 | 0 | 49761 | X | |||
| TONI M SHIVERY | ||||||||
| VP - HUMAN RESOURCES | 5.0 | 196127 | 0 | 56071 | X | |||
| ROBIN LUXON | ||||||||
| VP - CLINICAL SERVICES | 40.0 | 158549 | 0 | 40750 | X | |||
| CRAIG WILLIG | ||||||||
| VP - FINANCE | 40.0 | 153486 | 0 | 23877 | X | |||
| STEPHANIE DINSMORE | ||||||||
| VP - PHYSICIAN SRVS/BUS DVLPMT | 40.0 | 125455 | 0 | 43705 | X | |||
| LYNNE FRENCH | ||||||||
| ASST VP - AMBULATORY SERVICES | 40.0 | 106017 | 0 | 45618 | X | |||
| MARTHA D MALLONEE | ||||||||
| CORP DIR OF COMMUNICATIONS | 40.0 | 114292 | 0 | 18752 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3311739 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 255315 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 864125 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 913828 | RelatedOrganizations |
| Total Contributions | 913828 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 11062722 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11062722 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11062722 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 736 | TotalRevenueColumn |
| Exclusion | $736 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51972 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 51972 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51972 | TotalRevenueColumn |
| Exclusion | $51,972 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 71233 | TotalRevenueColumn |
| Exclusion | $71,233 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71233 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12100491 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11062722 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $123,941 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135786 | Total |
| Program Services | 135786 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3345642 | Total |
| Program Services | 3345642 | ProgramServices |
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 | 4198682 | Total |
| Program Services | 4198682 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260350 | Total |
| Program Services | 260350 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967265 | Total |
| Program Services | 967265 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 452288 | Total |
| Program Services | 452288 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104113 | Total |
| Program Services | 104113 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229012 | Total |
| Program Services | 229012 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294626 | Total |
| Program Services | 294626 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 587027 | Total |
| Program Services | 587027 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34214 | Total |
| Program Services | 34214 | ProgramServices |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51827 | Total |
| Program Services | 51827 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139870 | Total |
| Program Services | 139870 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32531 | Total |
| Program Services | 32531 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PAYMENT TO CAPTIVE | 187918 | 187918 |
| RECRUITMENT AND RETENTION | 185177 | 185177 |
| EQUIPMENT RENTALS | 29323 | 29323 |
| DUES AND SUBSCRIPTIONS | 27204 | 27204 |
| EMPLOYEE RELATIONS | 18342 | 18342 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1414426 | Total |
| Program Services | 1414426 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12695623 | Total |
| Program Services | 12695623 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121004 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124398 | BOY |
| EOY | 90461 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6052527 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1851537 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1197076 | BOY |
| EOY | 4200990 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1484656 | BOY |
| EOY | 1971683 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927134 | BOY |
| EOY | 6263134 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1060090 | BOY |
| EOY | 1381246 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2875875 | BOY |
| EOY | 6484851 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3935965 | BOY |
| EOY | 7866097 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1008831 | BOY |
| EOY | -1602963 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1008831 | BOY |
| EOY | -1602963 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2927134 | BOY |
| EOY | 6263134 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -595132 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1000 | 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) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (4 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| HARFORD MEMORIAL HOSPITAL INC | |||||
| 520591484 | 03 | true | true | true | $3,665,672 |
| UPPER CHESAPEAKE MEDICAL CENTER INC | |||||
| 521253920 | 03 | true | true | true | $6,236,065 |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | |||||
| 521501734 | 04 | true | true | true | $920,297 |
| UPPER CHESAPEAKEST JOE'S HOME CARE INC | |||||
| 521229742 | 04 | true | true | true | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 4 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 10822034 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3547286 | OtherCostOrOtherBasis |
| Book Value | 3547286 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 944937 | OtherCostOrOtherBasis |
| Depreciation | 555077 | Depreciation |
| Book Value | 389860 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 86544 | OtherCostOrOtherBasis |
| Depreciation | 86544 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 880203 | OtherCostOrOtherBasis |
| Depreciation | 754915 | Depreciation |
| Book Value | 125288 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 593557 | OtherCostOrOtherBasis |
| Depreciation | 455001 | Depreciation |
| Book Value | 138556 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4200990 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LONG-TERM INSURANCE A/R | 1925781 |
| OTHER ASSETS | 45902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1971683 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $6,347,469 |
| OTHER LONG TERM LIABILITIES | $137,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6484851 | TotalOfAmounts |
| Total Revenue | 12100491 | TotalRevenue |
| Total Expenses | 12695623 | TotalExpenses |
| Excess Or Deficit For Year | -595132 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -595132 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12100491 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 12100491 | RevenueSubtotal |
| Total Revenue Per Form990 | 12100491 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12695623 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 12695623 | ExpensesSubtotal |
| Total Expenses Per Form990 | 12695623 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INCOME TAXES (FIN 48) | PART X, QUESTION 2 | UCMC, HMH, UCSJHC, UCRHH and UCMS have received determinations letters from the Internal Revenue Service (IRS) granting them federal income tax exempt status under Section 501(C)(3) of the Internal Revenue Code. UCP is a title holding company and has received a determination letter from the IRS granting it federal income tax exempt status under Section 501(C)(2) of the Internal Revenue Code. UCHS/UMMS Venture, LLC is a limited liability company not subject to entity level tax. The income earned by the Venture is taxable to the owners of the joint venture to the extent that it constituted unrelated business income to UCHS and UMMS, the tax exempt members of the Venture. UCHV, Upper Chesapeake Medical Office Building (UCMOB), and Upper Chesapeake Medical Center Land Condominium, Inc. organized as for-profit entities, are subject to federal income taxes, which are recorded under ASC Subtopic 740, Income Tax. Accordingly, for those entities, income taxes are accounted for under the asset and liability method. Deferred tax assets and liabilities are recognized for the future tax consequences attributable to differences between the financial statement carrying amount of existing assets and liabilities and their respective tax bases and operating loss and tax credit carryforwards. Deferred tax assets and liabilities are measured using enacted tax rates expected to apply to taxable income in the years in which those temporary differences are expected to be recovered or settled. The effect on deferred tax assets and liabilities of a change in tax rates is recognized in income in the period that includes the enactment date. |
| PART XI, RECONCILIATION OF NET ASSETS | LINE 5 | OTHER MISCELLANEOUS CHANGES IN NET ASSETS-ROUNDING $1,000 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConducted |
| Specific Services Provided | CAPTIVE INSURANCE CO. | SpecificServicesProvided |
| Total Expenditures | 2569048 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2569048 | SubtotalAmountSpent |
| Total Amount Spent | 2569048 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| MARYLAND HEALTHCARE EDUCATION INSTITUTE | |||||||
| 6820 DEERPATH ROAD | ELKRIDGE | MD | 21075 | 520901664 | 501(c)(3) | 50000 | GENERAL SUPPORT |
| RIPKEN PROFESSIONAL BASEBALL - ABERDEEN IRONBIRDS | |||||||
| 873 LONG DRIVE | ABERDEEN | MD | 21001 | 521954344 | 501(C)(3) | 32000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I - GRANTS & OTHER ASSISTANCE | Identifier |
| Return Reference | PART I, QUESTION 2 - GENERAL INFORMATION ON GRANTS AND ASSISTANCE | ReturnReference |
| Explanation | ALTHOUGH THE FILING ORGANIZATION DOES NOT HAVE FORMALIZED INTERNAL PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES, THE FILING ORGANIZATION DOES HAVE A WRITTEN AND APPROVED CHARITABLE GIVING POLICY AND PROCEDURE. THERE IS WRITTEN CRITERIA REGARDING THE RECOMMENDATIONS FOR CONSIDERATION WHEN EVALUATING CONTRIBUTION REQUESTS SUCH AS FOLLOWS: (1) THAT CONTRIBUTIONS WILL BE MADE ONLY TO ORGANIZATIONS FOR PURPOSES CONSISTENT WITH UPPER CHESAPEAKE HEALTH SYSTEM'S VISION AND MISSION. (2) CONTRIBUTIONS WILL BE MADE ONLY TO NOT-FOR-PROFIT ORGANIZATIONS. (3) CONTRIBUTIONS WILL PREFERABLY BE MADE TO ORGANIZATIONS WHICH DIRECTLY SERVE THE CITIZEN OF HARFORD AND CECIL COUNTIES. (4) CONTRIBUTIONS WILL NOT BE GIVEN TO INDIVIDUALS. (5) CONTRIBUTIONS WILL NOT BE MADE FOR RELIGIOUS PURPOSES; HOWEVER, THERE MAY BE CONTRIBUTIONS GIVEN FOR A SPECIFIC EFFORT OR PROGRAM WITHIN A CHURCH OR RELIGIOUS FACILITY WHICH PROVIDES HEALTH-RELATED SERVICES TO THE BROADER COMMUNITY. (6) CONTRIBUTIONS WILL NOT BE MADE IN SUPPORT OF POLITICAL ADVOCACY. (7) UPPER CHESAPEAKE HEALTH SYSTEM WILL STRIVE TO DONATE TO ORGANIZATIONS WHERE THE MAJORITY OF THE FUNDS RECEIVED ARE APPLIED DIRECTLY TO THE NEED THE ORGANIZATION IS DESIGNED TO MEET. *** REQUESTS FOR $5,000 AND UNDER ARE REFERRED TO THE PRESIDENT/CEO FOR REVIEW AND APPROVAL *** REQUESTS FOR GREATER THAN $5,000 ARE REFERRED TO THE COMMUNITY DEVELOPMENT COMMITTEE FOR DISCUSSION AND APPROVAL | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LYLE E SHELDON | |||||||||||
| 488792 | 0 | 216674 | 0 | 49964 | 0 | 160200 | 0 | 35977 | 0 | 951607 | 0 |
| FAHEEM YOUNUS MD | |||||||||||
| 0 | 0 | 0 | 0 | 0 | 175882 | 0 | 0 | 0 | 0 | 0 | 175882 |
| JOSEPH E HOFFMAN III | |||||||||||
| 243610 | 0 | 94643 | 0 | 25687 | 0 | 79364 | 0 | 28314 | 0 | 471618 | 0 |
| KENNETH D KOZEL | |||||||||||
| 253777 | 0 | 95946 | 0 | 28410 | 0 | 76876 | 0 | 22572 | 0 | 477581 | 0 |
| DEAN C KASTER | |||||||||||
| 195672 | 0 | 62577 | 0 | 2536 | 0 | 51605 | 0 | 23203 | 0 | 335593 | 0 |
| MARGARET M VAUGHAN | |||||||||||
| 265627 | 0 | 90383 | 0 | 12709 | 0 | 83392 | 0 | 24088 | 0 | 476199 | 0 |
| E SCOTT CONOVER | |||||||||||
| 232278 | 0 | 80998 | 0 | 17530 | 0 | 48616 | 0 | 1145 | 0 | 380567 | 0 |
| TONI M SHIVERY | |||||||||||
| 150057 | 0 | 36940 | 0 | 9130 | 0 | 34858 | 0 | 21213 | 0 | 252198 | 0 |
| ROBIN LUXON | |||||||||||
| 137304 | 0 | 21046 | 0 | 199 | 0 | 24139 | 0 | 16611 | 0 | 199299 | 0 |
| CRAIG WILLIG | |||||||||||
| 129350 | 0 | 18123 | 0 | 6013 | 0 | 16815 | 0 | 7062 | 0 | 177363 | 0 |
| STEPHANIE DINSMORE | |||||||||||
| 110279 | 0 | 15021 | 0 | 155 | 0 | 23688 | 0 | 20017 | 0 | 169160 | 0 |
| LYNNE FRENCH | |||||||||||
| 96452 | 0 | 9152 | 0 | 413 | 0 | 28491 | 0 | 17127 | 0 | 151635 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, COMPENSATION INFORMATION | Identifier |
| Return Reference | PART I, QUESTION 4B | ReturnReference |
| Explanation | THIS FILING ORGANIZATION MADE SPLIT DOLLAR LIFE INSURANCE PLAN CONTRIBUTIONS TO THE FOLLOWING MEMBERS OF SENIOR LEADERSHIP WHO ARE LISTED ON THIS FILING ORGANIZATION'S FORM 990, PART VII, SECTION A, LINE 1A: LYLE E SHELDON $107,000 JOSEPH E HOFFMAN III $ 28,616 DEAN C KASTER $ 22,510 MARGARET M VAUGHAN $ 31,167 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART VI, SECTION A, GOVERNING BODY & MANAGEMENT, QUESTION 2 | FAMILY OR BUSINESS RELATIONSHIP | LYLE E. SHELDON AND JOSEPH E. HOFFMAN III ARE OFFICERS IN THE SAME BUSINESS ENTITIES. THE SAME BUSINESS ENTITIES ARE THE FOR-PROFT CORPORATIONS OR PARTNERSHIPS THAT ARE RELATED TO THIS FILING ENTITY. PLEASE SEE FORM 990, SCHEDULE R. |
| PART VI, SECTION B, POLICIES, QUESTION 11B | ORGANIZATIONAL REVIEW OF FORM 990 | THE BOARD OF UPPER CHESAPEAKE HEALTH SYSTEM, INC. ("HEALTH SYSTEM") HAS ASSIGNED THE EXECUTIVE COMMITTEE OF THE HEALTH SYSTEM'S BOARD TO REVIEW AND APPROVE ALL CONTENTS OF FORM 990 ON BEHALF OF THE BOARDS OF HEALTH SYSTEM AND ALL OF HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. IN TURN, ONCE THE FORM 990 HAS BEEN APPROVED BY HEALTH SYSTEM'S EXECUTIVE COMMITTEE, A FINAL VERSION OF THE FORM 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS OF HEALTH SYSTEM AND HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. FORMAL NOTIFICATION OF THE FINAL AND APPROVED FORM 990 FOR HEALTH SYSTEM AND EACH OF HEALTH SYSTEM'S AFFILIATES AS WELL AS ITS AVAILABILITY WILL BE COMMUNICATED TO THE APPLICABLE BOARD MEMBERS ON OR BEFORE THE FILING OF THE FORM 990. |
| PART VI, SECTION B, POLICIES, QUESTION 12C | CONFLICT OF INTEREST POLICY | The organization's written conflict of interest policy covers the following individuals: Directors, Principal Officers, and Senior Management. Furthermore, the policy extends to the family members (per Internal Revenue Service definition) of such Directors, Principal Officers, and Senior Management. The Board of Directors and any committee considering a contract, transaction or arrangement to which a known or potential conflict of interest relates, determines whether a conflict exists. Actual conflicts are reviewed by the Chairman of the Board. An individual with a known or potential conflict of interest must refrain from participating in, or acting on, the decision on any matter in which a conflict of interest, or even the appearance of such a conflict of interest, is present with respect to such individual and will remove himself or herself from any meeting or deliberations on the matter. |
| PART VI, SECTION B, POLICIES, QUESTION 15 | PROCESS FOR DETERMINING COMPENSATION | The executive compensation committee of the board of directors approves compensation for the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, and all key employees. The executive compensation committee utilizes but is not limited to the following resources in evaluating and establishing reasonable compensation: independent compensation consultants, compensation surveys and compensation studies. This organization and its tax-exempt affiliates strive to maintain an arm's length relationship between itself and its employees. It is the goal of the executive compensation committee to ensure that total compensation (compensation and benefits) paid to its employees is fair and reasonable. Finally, the process of setting and approving such compensation is performed annually by the board's executive compensation committee. |
| PART VI, SECTION C, DISCLOSURE, QUESTION 19 | DOCUMENTS AVAILABLE TO THE PUBLIC | THE ORGANIZATION WILL MAKE THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST: ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY. |
| PART VII, SECTION A, PART I | AVERAGE HOURS PER WEEK | The following chart details the filing organization's board of directors members and officers who are also board of directors members and officers of related exempt organizations and the hours spent per week on duties for those related exempt organizations. The chart does not reflect hours spent per week on duties for any related for-profit entities. The hours reflected in Part VII, Section A, Column B are only the average hours per week for this filing organization. UCF UCMC UCMS UCP UCHC HMH HH UCRHH LYLE E. SHELDON 1 5 1 1 .50 5 1 .50 PRESIDENT/CEO JOSEPH E. HOFFMAN 1 5 1 1 1 5 - 1 SENIOR VP/CFO UCF UCMC UCMS UCP UCHC HMH HH UCRHH E. SCOTT CONOVER - 5 1 - - - - - SENIOR VP/GENERAL COUNSEL MARGARET M. VAUGHAN - 5 1 - - - - - SENIOR VP/CHIEF MEDICAL OFFICER KENNETH D. KOZEL 1 5 1 1 1 5 - - SENIOR VP/COO DEAN C. KASTER - 5 - - - 5 - - SENIOR VP/CORPORATE STRATEGY/PLANNING TONI M. SHIVERY - 5 - - - 5 - - VP/HUMAN RESOURCES UCF - UPPER CHESAPEAKE HEALTH FOUNDATION UCMC - UPPER CHESAPEAKE MEDICAL CENTER UCMS - UPPER CHESAPEAKE MEDICAL SERVICES UCP - UPPER CHESAPEAKE PROPERTIES UCHC - UPPER CHESAPEAKE/ST. JOES HOME CARE HMH - HARFORD MEMORIAL HOSPITAL HH - HEALTHY HARFORD UCRHH - UPPER CHESAPEAKE RESIDENTAL HOSPICE HOUSE |
| PART III, LINE 4 | SIGNIFICANT PROGRAM SERVICE ACCOMPLISHMENTS FOR 2010 | Community Outreach In 2010, HealthLink had approximately 22,350 community-wide adult contacts through their screening and education programs, flu vaccination clinics, support groups and HealthLink Primary Care Clinic visits. Approximately 5,449 of these contacts were for health screenings (blood pressure, body fat, cholesterol, osteoporosis, stroke, sleep, diabetes risk assessments, foot and eye screenings, and cancer screenings). An additional 3,890 contacts were realized through the HealthLink Primary Care Clinic. Over 2,000 influenza vaccinations were administered countywide. In addition to influenza vaccinations, Community Outreach provided an additional 56 H1N1 vaccinations. Community Outreach also provided local businesses with employee health screenings and vaccinations totaling 469 encounters. And more than 6,000 Harford County children received health education from Upper Chesapeake Community Outreach. Senior Center Programs - In addition to Community Health holding monthly blood pressure screenings at all five senior centers, Spring Health Carnivals were held at each center. The focus was on general health and well-being as well as staying active. Health screenings and physical activities were provided in a carnival atmosphere by Community Outreach. Approximately 200 seniors participated in one of the carnivals. Children's Programs - A total of 887 children were involved with our Glo Germ Program. This is a program that emphasizes how infection is spread and the importance of good hand washing habits. - Approximately 2,070 children were exposed to our "KATU" (Kids Against Tobacco Use) program and new Smoking Out the Truth. These programs teach children, adolescents, and teens about the dangers associated with tobacco use. "Toxic Soup" is a program that addresses the effects of secondhand smoke, which is a program included at times. - Approximately 219 children attended our Teddy Bear Clinics. This is a program that familiarizes children with the hospital experience. - "Be Smart about Body Art" was developed in 2007. It educates teens about the potential dangers associated with body piercing and tattooing. This program has been very successful with over 393 teens being educated in 2010. - "How Sweet It Is" was a new interactive program developed this year. The program educates children and adults on the sugar content in many of their favorite drinks including juice boxes, sports drinks, soda, flavored water, and popular coffee drinks. - Over 275 underserved children were fitted and given a bike helmet through HealthLink events in 2010. More than 6,000 Harford County children participated in one of the above listed children's programs in 2010. |
| VACCINES | Community Outreach administered approximately 2,000 community flu vaccinations and an additional 56 H1N1 vaccinations. "Dining with Docs" Lectures In 2010, "Dining with Docs" community lectures were held at both Upper Chesapeake Medical Center and Harford Memorial. A total of 138 community residents attended the lectures. 1N2N3N Cancer Event Free cancer screenings were offered at a half day Countywide Cancer event. Over eight County Agencies partnered with Community Outreach to provide cancer education and screenings to more than 178 county residents. The event was held at Harford Community College. The keynote speaker was Jayne Miller from Channel 11 and three of Upper Chesapeake Physicians provided lectures on cancer screenings, environmental effects and cancer, as well as the importance of taking time for you. HealthLink Community Wellness Center In 2010, the HealthLink Community Wellness Center, which operates from the HL Medical Mobile Van, had 160 residents participate in one of the available health screenings offered throughout the year. A third location at Cardiff Shop Rite was added mid-year. Primary Care Clinic The HealthLink Primary Care Clinic (PCC) provided primary care on a sliding fee scale to low income adults age 19 and above who are uninsured or underinsured and meet specific income criteria. In 2010, the PCC had approximately 1,500 established patients and a total of 3,890 patient encounters, up from 3,498 patient visits in 2009. HealthLink Call Center -In 2010, our HealthLink Call Center handled approximately 7,500 calls. This included almost 1,300 physician referral and 2,600 service calls. A new Call Center program and software, ECHO, was installed in 2010. - The "flu HOTLINE" was reinstated to keep the community better informed about the locations and times that flu clinics were being held throughout the county. As new information became available or changed, the recording on the HOTLINE was updated so that residents could get accurate information. Support Groups Two HealthLink RNs facilitate countywide support groups:chd stroke and diabetes. Both groups meet monthly; the stroke group meets at UCMC and the diabetes group meets at the Aberdeen Senior Center. The stroke group averages 12 participants per meeting (144 participants per year) and the diabetes group averages 17 participants per meeting (204 participants per year). HealthLink and Community Health Improvement Coalitions and Committees - Harford County School Health Board - Harford County Tobacco Coalition - Harford County Cancer Coalition - Harford County Highway Safety Committee - Office on Aging Advisory Board - Harford County Homeless Advisory Board |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| UPPER CHESAPEAKE HEALTH FOUNDATION INC | |||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521398507 | FIN SUPPORT | MD | 501(C)(3) | 11A | UCHS |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | |||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521501734 | PHYSICIAN SVC | MD | 501(C)(3) | 9 | UCHSUMMS VN |
| HARFORD MEMORIAL HOSPITAL INC | |||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 520591484 | HOSPITAL CARE | MD | 501(C)(3) | 3 | UCHSUMMS VN |
| UPPER CHESAPEAKEST JOE'S HOME CARE INC | |||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521229742 | HOSPICE CARE | MD | 501(C)(3) | 9 | UCHSUMMS VN |
| UPPER CHESAPEAKE MEDICAL CENTER INC | |||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521253920 | HOSPITAL CARE | MD | 501(C)(3) | 3 | UCHSUMMS VN |
| UPPER CHESAPEAKE PROPERTIES INC | |||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521907237 | TITLE HOLDING | MD | 501(C)(2) | N/A | UCHSUMMS VN |
| UPPER CHESAPKE RESIDENTIAL HOSPICE HOUSE | |||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 260737028 | HOSPICE CARE | MD | 501(C)(3) | 7 | UCHSUMMS VN |
| HEALTHY HARFORD INC | |||||||||
| 2027 PULASKI HWY SUITE 215 | HAVRE DE GRACE | MD | 21078 | 521944325 | HEALTH INIATV | MD | 501(C)(3) | 7 | NA |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UCHSUMMS VENTURE LLC | |||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 522178070 | MEDICAL SERVICES | MD | NA | RELATED | 0 | 475379 | false | true | 0.51000 |
| UCHSUMMS REAL ESTATE TRUST | |||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 276803540 | HOLD LAND | MD | NA | N/A | 0 | 0 | false | true | 0.20000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UPPER CHESAPEAKE HEALTH VENTURES INC | ||||||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 522031264 | MISC. SERVICE | MD | UCHSUMMS VN | C CORP | 0 | 1193218 | 0.51000 | |||||||
| UPPER CHESAPEAKE MED OFFICE BLDG INC | ||||||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521946829 | REAL ESTATE | MD | UC HLTH VNTRS | C CORP | 0 | 0 | 0.51000 | |||||||
| UPPER CHESAPEAKE MGMT SVCS ORG INC | ||||||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 521946025 | MANAGEMENT SV | MD | UC HLTH VNTRS | C CORP | 0 | 0 | 0.51000 | |||||||
| UC MEDICAL CENTER LAND CONDOMINIUM INC | ||||||||||||||||||
| 520 UPPER CHESAPEAKE DRIVE | BEL AIR | MD | 21014 | 770674478 | REAL ESTATE | MD | UC MED CENTER | C CORP | 0 | 27528 | 0.51000 | |||||||
| UPPER CHESAPEAKE INSURANCE COMPANY LTD | ||||||||||||||||||
| 980468438 | CAPTIVE INSUR | LTD. | 2569048 | 13719404 | 1.00000 | PO BOX 1109 | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY1-1102 | CJ | N/A | ||||||
| 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 | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| UPPER CHESAPEAKE HEALTH FOUNDATION INC | |
| C | 913828 |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | |
| J | 185000 |
| HARFORD MEMORIAL HOSPITAL INC | |
| K | 3665672 |
| UPPER CHESAPEAKE HEALTH VENTURES INC | |
| K | 105000 |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | |
| K | 920297 |
| UPPER CHESAPEAKE MEDICAL CENTER INC | |
| K | 6236065 |
| UPPER CHESAPEAKE FOUNDATION | |
| N | 368966 |
| UPPER CHESAPEAKE MEDICAL CENTER ING | |
| O | 12507705 |