U OF M REHAB & ORTHOPAEDIC INSTITUTE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: U OF M REHAB & ORTHOPAEDIC INSTITUTE (EIN 52-0591639)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-11
IRS object ID: 201141319349301129
Schema version: 2009v1.7
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	2011-05-11T13:31:24-04:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KPMG LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1676 International Drive	AddressLine1
City	McLean	City
State	VA	State
ZIP Code	22102	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	520591639	EIN

Name Name

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

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	VP and CFO	Title
Date Signed	2011-05-09	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	7032868000	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	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	102300083	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.KERNAN.ORG	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	12	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	827	TotalNbrEmployees
Total Nbr Volunteers	152	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	1022999	ContributionsGrantsPriorYear
Contributions Grants Current Year	750000	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	102841698	ProgramServiceRevenuePriorYear
Program Service Revenue CY	97531978	ProgramServiceRevenueCY
Investment Income Prior Year	-443475	InvestmentIncomePriorYear
Investment Income Current Year	1309800	InvestmentIncomeCurrentYear
Other Revenue Prior Year	2225491	OtherRevenuePriorYear
Other Revenue Current Year	2487686	OtherRevenueCurrentYear
Total Revenue Prior Year	105646713	TotalRevenuePriorYear
Total Revenue Current Year	102079464	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	48128677	SalariesEtcPriorYear
Salaries Etc Current Year	46161456	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	54998725	OtherExpensePriorYear
Other Expenses Current Year	53992991	OtherExpensesCurrentYear
Total Expenses Prior Year	103127402	TotalExpensesPriorYear
Total Expenses Current Year	100154447	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	2519311	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1925017	RevenuesLessExpensesCY
Total Assets BOY	101124762	TotalAssetsBOY
Total Assets EOY	102319050	TotalAssetsEOY
Total Liabilities BOY	30061634	TotalLiabilitiesBOY
Total Liabilities EOY	26135252	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	71063128	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	76183798	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	78198073	Expense
Revenue	97531978	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 $428,300 OF CHARITY CARE AT COST WAS PROVIDED IN 2010. OVERALL, THE HOSPITAL DELIVERS INNOVATIVE HIGH QUALITY, COST EFFECTIVE SURGICAL AND REHABILITATION SERVICES TO ITS COMMUNITY.	Description
Total Program Service Expense	78198073	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
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
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	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	84	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	827	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
Nbr Voting Governing Body Members	12	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	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
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	110 S Paca St 7th floor	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	212011595	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 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
ROBERT A CHRENCIK
TREASURER	2.0	X	X	0	1485670	170432
MICHAEL R JABLONOVER
SVP, CMO & EX OFFICIO	40.0	X		327472	0	54147	X
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
DOROTHY BRUNSON
DIRECTOR	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	206468	0	20975
JAMES ROSS
CEO	40.0		X	404294	0	23766
VALERIE SUMMERLIN
VP CNO	40.0			203306	0	8408	X
NORBERT ROBINSON
Dir - Pharmacy	40.0			149857	0	22846		X
CHRISTINE MARTIN
VP OF HR	40.0			146941	0	18977		X
ALBERTO ALEJANDRO
DENTIST	40.0			118539	0	7907		X
JAMES COLLINS
PHARMACIST	40.0			116896	0	20850		X
LORI PATRIA
MANAGER - AMBULATORY	40.0			123383	0	23281		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	1797156	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	1485670	TotalReportableCompFrmRltdOrgs
Total Other Compensation	371589	TotalOtherCompensation
Number Individuals GT100 K	26	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
ARAMARK SERVICES INC
PO BOX 651009	CHARLOTTE	NC	28265	FOOD SERVICES	1396943
ARAMARK HEALTHCARE
PO BOX 33170	NEWARK	NJ	07188	ENVIRONMTL SERVICES	484693
NAVIGANT CONSULTING INC
4511 PAYSPHERE CIRCLE	CHICAGO	IL	60674	Consulting Services	447892
MEDQUIST
PO BOX 10832	NEWARK	NJ	07193	Transcription Serv	271277
D AND S TECHNICAL SERVICES
1919 Frames Road	Baltimore	MD	21222	Repair and Maintenan	242061

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	16	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	97531978	TotalRevenueColumn
Related Or Exempt Function Income	97531978	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	97531978	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1530419	TotalRevenueColumn
Exclusion	$1,530,419	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

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	220619	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-220619	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-220619	TotalRevenueColumn
Exclusion	-$220,619	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	305914	305914
MISC.	900099	327750	327750
OUTPATIENT PHARMACY	446110	1547215	1547215

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	306807	TotalRevenueColumn
Related Or Exempt Function Income	306807	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	2487686	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	102079464	TotalRevenueColumn
Related Or Exempt Function Income	100019664	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$1,309,800	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	1248836	Total
Program Services	593333	ProgramServices
Management And General	655503	ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	36414587	Total
Program Services	30061246	ProgramServices
Management And General	6353341	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	1589943	Total
Program Services	1230495	ProgramServices
Management And General	359448	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	4286121	Total
Program Services	3317133	ProgramServices
Management And General	968988	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	2621969	Total
Program Services	2029205	ProgramServices
Management And General	592764	ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	1040364	Total
Management And General	1040364	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	13860	Total
Management And General	13860	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	109029	Total
Management And General	109029	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	5820	Total
Management And General	5820	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	484942	Total
Management And General	484942	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	12397590	Total
Program Services	12240587	ProgramServices
Management And General	157003	ManagementAndGeneral

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1922147	Total
Management And General	1922147	ManagementAndGeneral

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	0	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	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	536214	Total
Program Services	414989	ProgramServices
Management And General	121225	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	3358067	Total
Program Services	2598889	ProgramServices
Management And General	759178	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	0	Total

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
PURCHASED SERVICES	14456956	9515076	4941880
PHYSICIAN FEE	7635670	7635670
BAD DEBTS	9057278	9057278
SUPPLIES	2975054	2209481	765573

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	100154447	Total
Program Services	80903382	ProgramServices
Management And General	19251065	ManagementAndGeneral
Fundraising	0	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	9628962	BOY
EOY	9161039	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	16318938	BOY
EOY	14025076	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	888214	BOY
EOY	987438	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	14900	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	76840728	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	40825202	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	37491178	BOY
EOY	36015526	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	7593895	BOY
EOY	7512471	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	2730673	BOY
EOY	3740000	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	26472902	BOY
EOY	30862600	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	101124762	BOY
EOY	102319050	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	9206243	BOY
EOY	9547429	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	20855391	BOY
EOY	16587823	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	30061634	BOY
EOY	26135252	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	44894872	BOY
EOY	46819889	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	26168256	BOY
EOY	29363909	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	71063128	BOY
EOY	76183798	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	101124762	BOY
EOY	102319050	EOY

Field	Value	IRS element (for citing)
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	$5,820	OtherActivitiesAmount
Total Lobbying Expenditures IIB	5820	TotalLobbyingExpendituresIIB
Not Described In501c3	false	NotDescribedIn501c3
Form4720 Filed4912 Tax	false	Form4720Filed4912Tax

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	SCHEDULE C, PART II-B, LINE 1i	Identifier
Return Reference	LOBBYING ACTIVITIES	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 8.73% AND 23.76% 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)
Other Cost Or Other Basis	697964	OtherCostOrOtherBasis
Book Value	697964	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	47010785	OtherCostOrOtherBasis
Depreciation	19851818	Depreciation
Book Value	27158967	BookValue

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovements

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	27761878	OtherCostOrOtherBasis
Depreciation	20605366	Depreciation
Book Value	7156512	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1370101	OtherCostOrOtherBasis
Depreciation	368018	Depreciation
Book Value	1002083	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	36015526	TotalOfBookValueLandBuildings

Other Assets OtherAssets (4 entries)

DescriptionDescription	Book ValueBookValue
DUE FROM AFFILIATES	916287
KERNAN ENDOWMENT	27522939
DUE FROM UMMS FOUNDATION	1708179
OTHER A/R	715195

Field	Value	IRS element (for citing)
Total Book Value Other Assets	30862600	TotalBookValueOtherAssets
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
DUE TO THIRD PARTY	$2,444,986
PATIENT A/R CREDIT BALANCES	$526,900
FIN47 ACCRUAL	$440,561
DUE TO AFFILIATES	$13,134,875
OTHER LIABILITIES	$40,501

Field	Value	IRS element (for citing)
Total Of Amounts	16587823	TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	FIN 48 FOOTNOTE PER AUDIT REPORT	Identifier
Return Reference	SCHEDULE D	ReturnReference
Explanation	THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FIN 48) ON JULY 1, 2007. FIN 48 PRESCRIBES A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FIN 48 ALSO RECOGNIZES RELATED GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. THE IMPLEMENTATION OF FIN 48 DID NOT HAVE A SIGNIFICANT IMPACT ON THE CORPORATION'S BALANCE SHEET OR STATEMENT OF OPERATIONS. 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

Discounted Other DiscountedOther

Field	Value	IRS element (for citing)
Other	X	Other
Discounted Other Percentage	500.	DiscountedOtherPercentage

Field	Value	IRS element (for citing)
Free Disc Care Medically Indigent	true	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	true	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	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	428300	TotalCommunityBenefitExpense
Net Community Benefit Expense	428300	NetCommunityBenefitExpense
Percent Of Total Expense	0.00430	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	428300	TotalCommunityBenefitExpense
Net Community Benefit Expense	428300	NetCommunityBenefitExpense
Percent Of Total Expense	0.00430	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	79604	TotalCommunityBenefitExpense
Direct Offsetting Revenue	19973	DirectOffsettingRevenue
Net Community Benefit Expense	59631	NetCommunityBenefitExpense
Percent Of Total Expense	0.00060	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	5314250	TotalCommunityBenefitExpense
Net Community Benefit Expense	5314250	NetCommunityBenefitExpense
Percent Of Total Expense	0.05310	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	25999	TotalCommunityBenefitExpense
Direct Offsetting Revenue	7966	DirectOffsettingRevenue
Net Community Benefit Expense	18033	NetCommunityBenefitExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

Field	Value	IRS element (for citing)
Total Community Benefit Expense	154034	TotalCommunityBenefitExpense
Direct Offsetting Revenue	38648	DirectOffsettingRevenue
Net Community Benefit Expense	115386	NetCommunityBenefitExpense
Percent Of Total Expense	0.00120	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	5573887	TotalCommunityBenefitExpense
Direct Offsetting Revenue	66587	DirectOffsettingRevenue
Net Community Benefit Expense	5507300	NetCommunityBenefitExpense
Percent Of Total Expense	0.05510	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	6002187	TotalCommunityBenefitExpense
Direct Offsetting Revenue	66587	DirectOffsettingRevenue
Net Community Benefit Expense	5935600	NetCommunityBenefitExpense
Percent Of Total Expense	0.05940	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	7941	TotalCommunityBuildingExpense
Direct Offsetting Revenue	1993	DirectOffsettingRevenue
Net Community Building Expense	5949	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Other Other

Field	Value	IRS element (for citing)
Total Community Building Expense	5610	TotalCommunityBuildingExpense
Direct Offsetting Revenue	1407	DirectOffsettingRevenue
Net Community Building Expense	4202	NetCommunityBuildingExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	13551	TotalCommunityBuildingExpense
Direct Offsetting Revenue	3400	DirectOffsettingRevenue
Net Community Building Expense	10151	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	true	BadDebtExpenseReported
Bad Debt Expense	$7,417,272	BadDebtExpenseAmount
Amount Reimbursed By Medicare	30794326	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	27431643	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	3362683	MedicareSurplusOrShortfall
Costing Methodology Used		CostingMethodologyUsed
Written Debt Collection Policy	true	WrittenDebtCollectionPolicy
Provision For Charity Care	true	ProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (3 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	OtherOther
James Lawrence Kernan Hospital
2200 Kernan Drive	Baltimore	MD	21207	X	X	REHABILITATION
Kernan Physical Therapy - Woodlawn
3104 Lord Baltimore Suite 100	Baltimore	MD	21244			Physical Therapy Ctr
Kernan Physical Therapy - Timonium
1 Texas Station Court Suite 300	Timonium	MD	21093			Physical Therapy Ctr

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Annual Community Benefit Expln	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.	AnnualCommunityBenefitExpln
Costing Method Used	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.	CostingMethodUsed
Bad Debt Footnote	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.	BadDebtFootnote
Shortfall As Community Benefit	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.	ShortfallAsCommunityBenefit
Debt Collection Policy	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.	DebtCollectionPolicy
Number Of Facility Type Expln	Kernan Physical Therapy at Timonium ceased operations on May 28, 2010.	NumberOfFacilityTypeExpln
Needs Assessment	The University of Maryland Medical System (UMMS) Community Health Outreach and Advocacy Strategic Plan, developed in FY 2006, helped to lay the foundation of Kernan's community outreach initiatives. Other factors that determine these initiatives include an integration of evidence-based research and data obtained through relationships with: " Brain Injury Association of Maryland " Maryland Stroke Alliance " The National Center for Injury Prevention & Control " USAMS (MS Day Program) " Maryland Hospital Association " National Caregivers Association " Arthritis Foundation and other disability specific organizations that advocate, support and empower our patients and families as they adjust to their disabilities. The University of Maryland Medical Center (UMMC), in conjunction with Kernan and other members of the UMMS Community Health Outreach Advocacy, uses a variety of credible sources to identify community needs. Local, state, and federal assessments and reports are utilized to address and prioritize community needs. The primary source of information for identifying the health needs of Baltimore city is the 2008 Baltimore City Health Status Report, which is produced by the Baltimore City Health Department. This report outlines Baltimore's prevalence on eight major health categories as well as mortality and leading causes of death. While the focus of this report is on city-wide indicators, there are also numerous comparisons to state-wide and national prevalence rates as well. The national leading health indicators from Healthy People 2010 were also incorporated as a framework into community health programming for this year. The Baltimore City's Health Disparities Report Card was released in May 2010 and was also reviewed at the close of FY2010. This report will be used heavily for FY2011 outreach programming based on its release date late within this reporting period. Additional reports, data, alerts, and public health trends are followed as well from the Centers for Disease Control (as in the H1N1 Fall '09 season), US Dept of Health and Human Services, and locally with B'more Healthy Babies to name a few. In 2008, the Maryland Hospital Association conducted a Maryland Public Opinion Survey on attitudes toward hospitals and health care. The public rated their top health care concerns as quality of care, cost and access, more nursing staff, and reducing infections as their top priorities. This type of survey gives an initial insight into top-of-mind health concerns of the public, although they differ from the identified health needs. UMMC 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. Many of these residents fall into Kernan's catchment area for rehabilitation 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. Maryland's health needs are similar with less emphasis on violence, HIV infection, and substance abuse. Childhood and adult obesity and smoking contribute substantially to the prevalence of chronic diseases such as diabetes, cardiovascular disease, cancer, and asthma and are significant chronic disease risk factors. Therefore, much current UMMC community outreach programming is targeted to obesity and tobacco-related prevention and intervention. In the aforementioned 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. These were considered services of importance to UMMC in terms of increasing community awareness and access to care. Kernan was able to utilize this data and participate with UMMC and others in UMMS' community outreach efforts to inform community members about the rehabilitation services -especially stroke and traumatic brain injury - that require post-acute care and are available at Kernan.	NeedsAssessment
Patient Education Assistance	There are posters & informational letters positioned throughout the facility. In addition, during the patient's stay, the Admission department provides each inpatient with a letter describing the charitable programs. Each inpatient is assigned a Case Manager during their stay for discharge planning, which includes an assessment of the patient's needs and if applicable, a referral can be initiated to a Financial Coordinator to assist in the application process. This information is also available to any inquiring individuals at the facility. In addition, the Maryland Hospital Patient Information Sheet is provided with each hospital bills (Maryland Summary Bills & patient statements). This sheet includes the following statements : (1)The facility provides healthcare services to those in need regardless of an individual's ability to pay, (2) The facility will work with the uninsured to gain an understanding of each patient's financial resources, (3) The facility provides assistance with enrollment for publicly funded entitlement programs. In addition, patients are informed that they may qualify for free or reduced cost of medically necessary care. Lastly, the Self Pay team at Patient Financial Services provides financial counseling and clearance while patients are screened for their services. In addition, the Customer Service team advises and coordinates efforts with Self Pay team, for any patient/guarantor calling in, stating financial hardship.	PatientEducationAssistance
Community Information	The James Lawrence Kernan Hospital is the largest inpatient rehabilitation hospital in the state of Maryland. Known also as Kernan Orthopaedics and Rehabilitation, the hospital is a committed provider of a full array of rehabilitation programs and specialty surgery, primarily orthopaedics, for 115 years. A member of the University of Maryland Medical System (UMMS), Kernan serves Baltimore City, the surrounding metropolitan area, as well as patients throughout the state of Maryland. Kernan is a private, non-profit rehabilitation hospital and is affiliated with the University of Maryland School of Medicine. Located on 85 acres on the border of southwest Baltimore City and Baltimore County, Kernan Hospital is dedicated to reaching out to the community and providing personalized care to patients. Kernan continues to be committed to excellence in the areas of patient care and medical education through training programs provided for orthopaedic, dental, anesthesia and rehabilitation physician residents, nursing and physical and occupational therapy students. Kernan has kept pace with the changing environment in healthcare by blending a multidisciplinary staff of specialists to meet a variety of patient needs. 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. The following statistics apply to Kernan Hospital for Fiscal Year 2010: Number of licensed beds: 132 In-patient Admissions: 3,257 Surgeries: 5,578 Outpatient Visits: 72,440 During FY 2010, nearly 34 percent of Baltimore City patients requiring rehabilitative care were treated at Kernan Hospital. Statewide, approximately 24 percent of those needing post-acute rehabilitation were cared for at Kernan. According to the U.S. Census Bureau, in 2000 the state of Maryland had a population of over 5.2 million, with over 3.9 million of that number being adults. Caucasions comprised 64 percent, Black or African American 27.9 percent, followed by Hispanic or Latino at 4.3 percent. The remaining social makeup is comprised of Asian, American Indian, Native Hawaiian/Pacific Islanders and other races. According to 2010 population estimates by Claritas - Nielsen Company, Baltimore City's population was at 634,206. According to the 2010 population estimate again from Claritas - Nielsen Company, African Americans or Blacks make up 63% of Baltimore City's population. Caucasions comprise 32.6% of the population followed by Hispanic or Latino representing 2.8%. The remaining racial makeup is comprised of Asian, American Indian, Native Hawaiian/Pacific Islanders and other races. Forty-six percent of Baltimore City households reported an income of less than $35,000 in 2010 according to the Nielsen Company. Statewide, 20% of households reported an income in this range. The 2010 median household income in Baltimore City for all races was $39,366; approximately half of the statewide median income which is $70,825. In 2007, the U.S. Census Bureau Poverty Threshold stated a family of four with two adults and two children under 18 years would be considered "below poverty" if their annual income was less than $21,027. Three times as many families living in Baltimore City had an income that was below the poverty level compared to Maryland families in 2007. More than three-quarters of Baltimore City residents of all races were above the poverty level, however, African American residents of Baltimore City were almost two times more likely than Caucasian residents to have a median income below the poverty level. In 2006, heart disease, cancer and cerebrovascular disease were the top three leading causes of death in Baltimore City and nationwide. There were 7,017 deaths among Baltimore City residents, resulting in an all-cause mortality rate of 1083.4 per 100,000. There were 3,554 deaths from the top three causes of death which accounted for 51% of all deaths in Baltimore city. Among race/ethnic groups, African Americans had the highest mortality rate both in Baltimore and statewide. Source: 2008 Baltimore City Health Status Report As part of the continuum of care for patients whose acute care treatment may begin at The University of Maryland Medical Center, R. Adams Cowley Shock Trauma Center, or other acute care hospitals throughout Maryland, Kernan's outreach, community and professional education initiatives, as well as other community involvements are driven by the diagnostic categories that Kernan serves, and the need to invest in the development of future professionals to care for individuals who require the unique blend of services available at Kernan. Kernan provides specialized rehabilitation services within its four 32-bed units, dedicated to spinal cord injured, traumatic brain injured, stroke and comprehensive medical rehabilitation. Each unit is staffed by a multi disciplinary team lead by a rehabilitation physician collaborating in quality care delivery with the disciplines of nursing, physical therapy, occupational therapy, speech therapy, therapeutic recreational, case management and dietary, as well as consulting physician services such as internal medicine, ENT and urology. In addition, orthopaedic services such as total joint replacement-including reverse shoulder replacement and sports medicine procedures-are provided. Kernan is also home to a pain management center, and a center for integrative medicine. Over the past 10 years, Kernan has provided inpatient services to nearly 30,000 patients. The hospital also provides a complete dental practice, including nine treatment areas for general and pediatric dentistry. In addition to the reception and business areas, the suite also includes areas for disinfection, sterilization, X-ray and laboratory, and facilities for comprehensive dental treatment under general anesthesia. A special mission of the Kernan Dental Service is to serve children and adults who have limited access to oral health care in the community. This population includes mentally and/or physically disabled individuals, as well as many children in the Maryland Medicaid Program. Mentally disabled adults experience a range of oral health problems greater than that seen in the general population. Their disabilities can make even routine care difficult, sometimes requiring the use of general anesthesia. The general dentists at Kernan have taken up the challenge of treating this special group of people. Staff visits area schools to instruct students on oral care, as well as participate in community health fairs. During FY 2010, the dental clinic saw 11,203 patients and performed 1,551 procedures in the dental operating room. Kernan provides education, serves as an advocate and supports the disability populations within its continuum of care. During FY 2010, 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. Additionally, health care dental screenings and backpack safety lesson are two events held annually at Dickey Hill Elementary and Middle School. Students also learned about health careers during the Take Your Child to Work Day. Clinical education and mentoring of future health care professionals was provided to numerous 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	CommunityInformation
Community Building Activities	Kernan provides education, serves as an advocate and supports the disability populations within its continuum of care. During FY 2010, 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. Additionally, health care dental screenings and backpack safety lesson are two events held annually at Dickey Hill Elementary and Middle School. Students also learned about health careers during the Take Your Child to Work Day. Clinical education and mentoring of future health care professionals was provided to numerous 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.	CommunityBuildingActivities
Affiliated Health Care System	Kernan senior leaders and community outreach staff meet to determine annual goals and activities. Community outreach initiatives, involving partnerships with both local education and community groups, as well as organizations with specific ties to the disabled community, and the disabilities treated at Kernan 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 Schools Baltimore City Schools Dickey Hill Elementary and Middle schools Baltimore County Schools Randallstown High School Milford Mill High School Hereford High School Howard County Schools Howard High School Mt. Hebron High School Glenelg 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. Two initiatives were identified because of community input - Backpack Awareness, and Total Joint Education. Another initiative - Adapted Sports Festival-was identified through staff and patient feedback. Because of the relationship with Dickey Hill Elementary and Middle, Kernan utilized its physical therapy experts to create a fun, interactive method of teaching children the best way to carry books, school supplies, etc. -without overloading and causing bodily injury. The Total Joint Education seminars and classes were created with input from people who visited Kernan physical therapists and orthopaedic nurses during community events. Individuals expressed their ideas about activities and information that would make their stay and recovery more meaningful. That information was packaged as part of the Total Joint classes held at Kernan, and used as speakers visit area senior centers to talk about arthritis and joint replacement options. In addition to all of these activities and decision-making processes, Kernan works with and through the UMMS community Outreach committee as described above in response to Question 2. The Adapted Sports Festival was created by staff in order to encourage patient as well as former patient/community members to keep fit and aware of sports abilities, despite physical imitations. The recreation therapists and other physical and occupational therapists, with the help of nurses and physicians, created an environment where adapted sports such as golf, basketball, rugby, hand cycling and slalom were experienced by those with disabilities who are used to watching others participate in sports. The feedback to this event was positive and will be continued on a yearly basis.	AffiliatedHealthCareSystem
Reports Filed With States	MD	ReportsFiledWithStates

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 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 (7 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	891638	0	585000	0	9032	0	151615	0	18817	0	1656102	0	0
MICHAEL R JABLONOVER
239207	0	54914	0	33351	0	34720	0	19427	0	381619	0	0	0
W W AUGUSTIN III
164885	0	26880	0	14703	0	6543	0	14432	0	227443	0	0	0
JAMES ROSS
274706	0	83594	0	45994	0	8789	0	14977	0	428060	0	0	0
NORBERT ROBINSON
138379	0	11368	0	110	0	7105	0	15741	0	172703	0	0	0
CHRISTINE MARTIN
111104	0	22014	0	13823	0	4456	0	14521	0	165918	0	0	0
VALERIE SUMMERLIN
151952	0	26931	0	24423	0	6057	0	2351	0	211714	0	0	0

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
HEALTH OR SOCIAL DUES	HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES	UMMS EXECUTIVES RECEIVE A BENEFIT PACKAGE WHICH MAY BE USED TOWARDS HEALTH CLUB DUES OR OTHER HEALTH MAINTENANCE PROGRAMS. SUCH BENEFITS ARE CAPPED AT $7,000, $5,000 OR $3,000 DEPENDING ON JOB TITLE AS DESCRIBED IN THE PROGRAM DOCUMENTS.
SCHEDULE J, PART I, LINE 4B	SUPPLEMENTAL,NONQULIFIED RETIREMENT PLAN	THE FOLLOWING INDIVIDUALS PARTICIPATE IN A SECTION 457(F) SUPPLEMENTAL, NONQUALIFIED RETIREMENT PLAN ("THE PLAN") SPONSORED BY THE FILING ORGANIZATION OR A RELATED ORGANIZATION: ROBERT A CHRENCIK MICHAEL R JABLONOVER WW AUGUSTIN III JAMES E ROSS VALERIE M SUMMERLIN CHRISTINE E MARTIN IN ADDITION, THE FOLLOWING INDIVIDUALS BECAME VESTED IN OR RECEIVED PAYMENTS FROM THE PLAN THAT HAVE BEEN REPORTED ON SCHEDULE J, PART II, COLUMN B(III): W.W. AUGUSTIN III -$11,909 JAMES E ROSS -$37,402 CHRISTINE E MARTIN -$8,110 VALERIE M. SUMMERLIN -$11,025

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Tax Exempt Bond Issue	Part IV Line 20	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 CORPORATION'S $1,013,920,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2010. 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.
MEMBERS AND STOCKHOLDERS	FORM 990, PART VI, SECTION A, 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 Preparation and Review Process	FORM 990, Part VI, Section B, Line 11	THE IRS FORM 990 IS PREPARED AND REVIEWED BY THE ACCOUNTING FIRM OF KPMG. 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 KPMG TAX ORGANIZER, WHICH IS A WEB-BASED SYSTEM. WHEN ALL DATA HAS BEEN ENTERED, THE INFORMATION IS SUBMITTED TO KPMG FOR IMPORTATION INTO THEIR TAX SOFTWARE. AT THIS POINT, KPMG STAFF MEMBERS REVIEW THE DATA, ASK FOR ADDITIONAL INFORMATION IF NEEDED AND PREPARE THE TAX RETURN. EACH RETURN IS REVIEWED AT SEVERAL LEVELS AT KPMG 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, KPMG 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	FORM 990, Part VI, Section B, 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, Section B, 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, Section C, 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.

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	1682409	TotalIncome
EOY Assets	244504	EOYAssets

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)	3	BWMS
Baltimore Washington Medical System Inc
301 Hospital Drive	Glen Burnie	MD	21061	521830242	Health Care	MD	501 (c) (3)	11	UMMSC
BW Medical Center Foundation Inc
301 Hospital Drive	Glen Burnie	MD	21061	521813656	Fundraising	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	UMMSC
Chester River Hospital Center Inc
100 Brown Street	Chestertown	MD	21620	520679694	Health Care	MD	501 (c) (3)	3	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 Avenue	Baltimore	MD	21201	521566211	Health Care	MD	501 (c) (3)	11	MGHS
Maryland General Comm Health Foundation
827 Linden Avenue	Baltimore	MD	21201	522147532	Fundraising	MD	501 (c) (3)	11	MGHS
Maryland General Health Systems Inc
827 Linden Avenue	Baltimore	MD	21201	521175337	Health Care	MD	501 (c) (3)	11	UMMSC
Maryland General Hospital Inc
827 Linden Avenue	Baltimore	MD	21201	520591667	Health Care	MD	501 (c) (3)	3	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)	3	UMMSC
James Lawrence Kernan Hosp Endow Fd
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)	11	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)	3	UMMSC
University Specialty Hospital
				520882914	Health Care	MD	501 (c) (3)	3	UMMSC

Form990 Schedule R Part III Form990ScheduleRPartIII (10 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType
Arundel Physicians Associates LLC
301 Hospital Drive	Glen Burnie	MD	21061	522000762	Health Care	MD	NA	N/A
Central Maryland Radiology Oncology
10710 Charter Drive	Columbia	MD	21044	270879418	Health Care	MD	NA	N/A
Central MD Rehabilitation Center LLC
22 South Greene Street	Baltimore	MD	21201	521939987	Health Care	MD	NA	N/A
Helen P Denit Cancer Treatment Center
22 South Greene Street	Baltimore	MD	21201	522283591	Health Care	MD	NA	N/A
Innovative Health LLC
29165 Canvasback Drive Suite 100	Easton	MD	21601	521997287	Billing	MD	NA	N/A
North Arundel Pet Center LLC
301 Hospital Drive	Glen Burnie	MD	21061	200806027	Health Care	MD	NA	N/A
North Arundel Senior Living LLC
301 Hospital Drive	Glen Burnie	MD	21061	541810728	Health Care	MD	NA	N/A
NAHSunrise of Severna Park LLC
301 Hospital Drive	Glen Burnie	MD	21061	541810729	Health Care	MD	NA	N/A
Shipley's Imaging Center LLC
22 South Greene Street	Baltimore	MD	21201	522040338	Health Care	MD	NA	N/A
Universitycare LLC
				521914892	Health Care	MD	NA	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	true	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	true	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg