UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION INC (EIN 52-2238893)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202341329349305269
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T17:46:13+00:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NEW YORK AVE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522238893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Maryland Medical System Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4103281376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 South Greene Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Sprinkel | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | George | PersonFirstNm |
| Person Last | Sprinkel | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER GAZICA | PreparerPersonNm |
| PTIN | P01391011 | PTIN |
| Phone | 2023276000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bert W O'Malley MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 South Greene Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,297,731 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMMSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | UMMS FOUNDATION, INC. RAISES CHARITABLE FUNDS TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE FOR UNIVERSITY OF MARYLAND MEDICAL SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,308,435 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,495,356 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $619,793 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,742,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$7,928 | PYOtherRevenueAmt |
| CY Other Revenue | -$539,916 | CYOtherRevenueAmt |
| PY Total Revenue | $14,920,300 | PYTotalRevenueAmt |
| CY Total Revenue | $19,698,385 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,369,780 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,686,163 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,274,315 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,909,718 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,992,681 | PYOtherExpensesAmt |
| CY Other Expenses | $8,202,815 | CYOtherExpensesAmt |
| PY Total Expenses | $8,636,776 | PYTotalExpensesAmt |
| CY Total Expenses | $12,798,696 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,283,524 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,899,689 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $91,803,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,137,681 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,435,418 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,530,493 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,368,489 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,607,188 | NetAssetsOrFundBalancesEOYAmt |
| Mission | UMMS FOUNDATION, INC. RAISES CHARITABLE FUNDS TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE FOR UNIVERSITY OF MARYLAND MEDICAL SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,852,075 | ExpenseAmt |
| Grant | $2,686,163 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION, INC. (UMMSF) RAISES CHARITABLE FUNDS TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE FOR UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) THROUGH THE DEVELOPMENT OF CHARITABLE SUPPORT. UMMSF HELPS UMMS REMAIN A LEADING INTEGRATED HEALTH CARE DELIVERY SYSTEM. ESTABLISHED IN MARCH 2000, UMMSF IS BUILDING AN ENDOWMENT FUND TO SAFEGUARD THE FUTURE OF HEALTH CARE EXCELLENCE AT UMMS AND IS ITS CENTRAL STRUCTURE FOR FUNDRAISING, STEWARDSHIP AND ENDOWMENT MANAGEMENT. UMMSF PROVIDES SUPPORT TO UMMS FOR THE CONSTRUCTION AND MAINTENACE OF UMMS FACILITIES AND OTHER CAPITAL NEEDS OF ITS HOSPITALS, TO FILL THE GAP WHEN PATIENTS CAN NOT PAY FOR DRUGS OR COVER THE ENTIRE COST OF CARE, AND TO SUPPORT THE DEVELOPMENT OF CLINICAL PROGRAMS THAT ARE ESSENTIAL TO THE COMMUNITY. WE PROVIDE COMMUNITY SUPPORT AND EDUCATION AND ASSIST THE UMMS HOSPITALS TO PROVIDE CUTTING EDGE CARE THAT WOULD OTHERWISE NOT BE AFFORDABLE. | Desc |
| Total Program Service Expenses | $8,852,075 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY M MYERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4434623573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ELKRIDGE LANDING RD - 3 EAST | AddressLine1Txt |
| City | LINTHICUM | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21090 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Barry P Gossett | ||||||||
| Chairman | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| William Kirwan | ||||||||
| VICE CHAIR | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alison G Brown | ||||||||
| PRESIDENT, UMMC MIDTOWN CAMPUS | 1.0 | 42.0 | Yes (X) | $0 | $791,511 | $33,062 | ||
| Bert W O'Malley MD | ||||||||
| PRESIDENT and CEO, UMMC | 1.0 | 42.0 | Yes (X) | $0 | $1,663,541 | $209,731 | ||
| Bryan T Pugh | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA A KELLEHER | ||||||||
| PRESIDENT AND CEO, JLKH | 1.0 | 40.0 | Yes (X) | $0 | $483,497 | $34,431 | ||
| Mary McLaughlin | ||||||||
| Director | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| Rodney Oddoye | ||||||||
| Director | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| George A Sprinkel | ||||||||
| TREASURER | 1.0 | 41.0 | Yes (X) | $0 | $20,192 | $3,231 | ||
| Melissa R Lambdin | ||||||||
| Secretary | 1.0 | 40.0 | Yes (X) | $0 | $209,400 | $43,675 | ||
| Janice Eisele | ||||||||
| FORMER SVP DEVELOPMENT | 0.0 | 0.0 | $0 | $205,354 | $982 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,373,495 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $325,112 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,381,971 | FundraisingAmt |
| Related Organizations | $4,605,647 | RelatedOrganizationsAmt |
| Government Grants | $584,047 | GovernmentGrantsAmt |
| All Other Contributions | $9,923,691 | AllOtherContributionsAmt |
| Noncash Contributions | $716,008 | NoncashContributionsAmt |
| Total Contributions | $16,495,356 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,785,108 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,785,108 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,957,837 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,957,837 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,957,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,957,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,430 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,381,971 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $599,346 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$539,916 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$539,916 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,698,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,203,029 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,686,163 | TotalAmt |
| Program Services | $2,686,163 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897,537 | TotalAmt |
| Program Services | $411,800 | ProgramServicesAmt |
| Management And General | $1,485,737 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,181 | TotalAmt |
| Program Services | $2,162 | ProgramServicesAmt |
| Management And General | $10,019 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,701 | TotalAmt |
| Program Services | $20,701 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,058,925 | TotalAmt |
| Program Services | $2,665,480 | ProgramServicesAmt |
| Management And General | $2,393,445 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $613 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,193 | TotalAmt |
| Program Services | $62,752 | ProgramServicesAmt |
| Management And General | $19,441 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,695 | TotalAmt |
| Program Services | $17,695 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,629 | TotalAmt |
| Program Services | $12,471 | ProgramServicesAmt |
| Management And General | $158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,157 | TotalAmt |
| Program Services | $4,770 | ProgramServicesAmt |
| Management And General | $387 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bad Debt Exp | $2,161,500 | $2,161,500 | $0 | $0 |
| Other | $804,237 | $767,416 | $36,821 | $0 |
| Medical Supplies | $39,165 | $39,165 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,798,696 | TotalAmt |
| Program Services | $8,852,075 | ProgramServicesAmt |
| Management And General | $3,946,621 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,017,658 | BOYAmt |
| EOY | $2,743,576 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,226,369 | BOYAmt |
| EOY | $16,104,617 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,420,090 | BOYAmt |
| EOY | $69,755,987 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $90,600 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,790 | BOYAmt |
| EOY | $1,442,901 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,803,907 | BOYAmt |
| EOY | $90,137,681 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,281 | BOYAmt |
| EOY | $572,481 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,137 | BOYAmt |
| EOY | $1,958,012 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,435,418 | BOYAmt |
| EOY | $2,530,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,043,078 | BOYAmt |
| EOY | $23,272,176 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,325,411 | BOYAmt |
| EOY | $64,335,012 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,368,489 | BOYAmt |
| EOY | $87,607,188 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,803,907 | BOYAmt |
| EOY | $90,137,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,899,689 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,871,780 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,210,790 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,406,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,866,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,827,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,308,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,495,356 | CurrentTaxYearAmt |
| Total | $81,904,760 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,406,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,866,628 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,827,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,308,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,495,356 | CurrentTaxYearAmt |
| Total | $81,904,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,578,618 | SubstantialContributorsTotAmt |
| Public Support Total170 | $57,326,142 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,631,451 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,696,886 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $307,845 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $619,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,785,108 | CurrentTaxYearAmt |
| Total | $7,041,083 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $335,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $381,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,430 | CurrentTaxYearAmt |
| Total | $866,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $89,812,494 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6383 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5956 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 10 Other Income Description | Gross Income from Fundraising Events. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - , COLUMN A - 335683.0, COLUMN B - 381161.0, COLUMN C - 31167.0, COLUMN D - 59210.0, COLUMN E - 59430.0, COLUMN F - 866651.0; |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,563,556 | BeginningYearBalanceAmt |
| Contributions | $8,208,668 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,585,026 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,481,326 | OtherExpendituresAmt |
| Administrative Expenses | $370,860 | AdministrativeExpensesAmt |
| End Year Balance | $64,335,012 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,246,225 | BeginningYearBalanceAmt |
| Contributions | $2,071,803 | ContributionsAmt |
| Investment Earnings Or Losses | $8,941,828 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $696,300 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $65,563,556 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,831,906 | BeginningYearBalanceAmt |
| Contributions | $8,912,365 | ContributionsAmt |
| Investment Earnings Or Losses | $380,147 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,878,193 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $55,246,225 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,135,915 | BeginningYearBalanceAmt |
| Contributions | $17,692,506 | ContributionsAmt |
| Investment Earnings Or Losses | $1,016,076 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,342,133 | OtherExpendituresAmt |
| Administrative Expenses | $1,670,458 | AdministrativeExpensesAmt |
| End Year Balance | $47,831,906 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,443,180 | BeginningYearBalanceAmt |
| Contributions | $5,192,014 | ContributionsAmt |
| Investment Earnings Or Losses | $711,530 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,703,663 | OtherExpendituresAmt |
| Administrative Expenses | $507,146 | AdministrativeExpensesAmt |
| End Year Balance | $33,135,915 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.72 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| Amt | $1,958,012 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,958,012 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENDOWMENT FUNDS SUPPORT VARIOUS PROGRAMS AND SERVICES OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS). |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | UM GCCC Golf Event | Event1Nm |
| Gross Receipts Event1 | $356,393 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $335,163 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,230 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $126,922 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $29,525 | OtherDirectExpensesEvent1Amt |
| Event2 | MD HALF MARATHON FUND | Event2Nm |
| Gross Receipts Event2 | $219,190 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $204,190 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,769 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,764 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $865,818 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $842,618 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $23,200 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $15,000 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $111,383 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $10,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $279,983 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,441,401 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,381,971 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $59,430 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $141,922 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $111,383 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,769 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $328,272 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $599,346 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$539,916 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION | |||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521362793 | 501c3 | $2,538,151 | PROGRAM SUPPORT |
| Maryland General Hospital Inc | |||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 520591667 | 501c3 | $98,183 | Program Support |
| James Lawrence Kernan Hospital Inc | |||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 520591639 | 501c3 | $49,829 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION (UMMSF) MAKES GRANTS TO SUPPORT THE HEALTHCARE MISSION AND PROGRAMS OF UMMS. THE FILING ORGANIZATION HAS A COMMON BOARD WITH THE SUPPORTED ORGANIZATION, ENSURING THE FUNDS ARE USED IN FURTHERANCE OF THE TAX-EXEMPT MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bert W O'Malley MD | ||||||||||||||
| PRESIDENT and CEO, UMMC | $0 | $1,221,228 | $0 | $349,740 | $0 | $92,573 | $0 | $188,552 | $0 | $21,179 | $0 | $1,873,272 | $0 | $0 |
| Alison G Brown | ||||||||||||||
| PRESIDENT, UMMC MIDTOWN CAMPUS | $0 | $437,118 | $0 | $248,347 | $0 | $106,046 | $0 | $11,600 | $0 | $21,462 | $0 | $824,573 | $0 | $0 |
| CYNTHIA A KELLEHER | ||||||||||||||
| PRESIDENT AND CEO, JLKH | $0 | $297,527 | $0 | $111,616 | $0 | $74,354 | $0 | $11,600 | $0 | $22,831 | $0 | $517,928 | $0 | $0 |
| Janice Eisele | ||||||||||||||
| FORMER SVP DEVELOPMENT | $0 | $0 | $0 | $0 | $0 | $205,354 | $0 | $0 | $0 | $982 | $0 | $206,336 | $0 | $0 |
| Melissa R Lambdin | ||||||||||||||
| Secretary | $0 | $175,500 | $0 | $32,564 | $0 | $1,336 | $0 | $16,546 | $0 | $27,129 | $0 | $253,075 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES; ALL COMPENSATION TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UMMS, OR ANOTHER RELATED ENTITY IN THE UMMS SYSTEM. THE RELATED ENTITY CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, QUESTION 3 ON ITS FORM 990: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | DURING THE FISCAL YEAR-ENDED JUNE 30, 2022, CERTAIN OFFICERS AND KEY EMPLOYEES HAVE RECEIVED SEVERANCE PAYMENTS. THESE AMOUNTS ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B (III), OTHER REPORTABLE COMPENSATION. THE INDIVIDUAL AND AMOUNT IS LISTED BELOW: JANICE EISELE, $205,354 |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | DURING THE FISCAL YEAR-ENDED JUNE 30, 2022, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN A PRIOR YEAR, THEREFORE THE CONTRIBUTIONS TO THE PLAN FOR THE FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B (III), OTHER REPORTABLE COMPENSATION: CYNTHIA KELLEHER, $50,110 ALISON G BROWN, $75,974 DURING THE FISCAL YEAR- ENDED JUNE 30, 2022, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE NOT VESTED IN THE PLAN THEREFORE THE ACCRUED CONTRIBUTION TO THE PLAN FOR THE FISCAL YEAR IS REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION: GEORGE A SPRINKEL MELISSA R LAMBDIN BERT W OMALLEY |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $601,008 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - CLOSE PRICE ON DAY OF CONTRIBUTION | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $115,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Sales Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Column B reports the number of contributions received. Real estate - Residential - Column B reports the number of contributions received. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 24a Tax-Exempt Bonds | PURSUANT TO A MASTER LOAN AGREEMENT DATED DECEMBER 1, 2017 (THE "MASTER LOAN AGREEMENT"), AS AMENDED, UMMS AND SEVERAL OF ITS SUBSIDIARIES HAVE ISSUED DEBT THROUGH THE MARYLAND HEALTH AND HIGHER EDUCATIONAL FACILITIES 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, ROI, UM MIDTOWN, UM BALTIMORE WASHINGTON, SHORE HEALTH (UM MEMORIAL AND UM DORCHESTER), UM CHESTER RIVER, UM CHARLES REGIONAL, UM ST. JOSEPH, UM UPPER CHESAPEAKE, UM HARFORD MEMORIAL, UM LAUREL, UM PRINCE GEORGE'S, BOWIE HEALTH CENTER (BOWIE), AND UMMSF. 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 $1,909,376,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2022. ALL OF THE BONDS WERE ISSUED IN THE NAME OF UMMS AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. |
| Form 990, Part VI, Line 4 Significant changes to the organizing documents | Significant changes to the organization's articles: A. Article THIRD, which sets forth the purposes of the Corporation, is hereby amended with the following. THIRD: The Corporation is organized and shall be operated exclusively for charitable, scientific and educational purposes as defined under, and for any other purpose set forth in, Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (or the corresponding provisions of any future federal tax code) (the "Internal Revenue Code"), for the benefit of, to perform the functions of and to carry out the purposes of (i) University of Maryland Medical Center, LLC, a Maryland limited liability company, (ii) Maryland General Hospital, Inc., a Maryland non-stock corporation doing business as University of Maryland Medical Center Midtown Campus, (iii) James Lawrence Kernan Hospital, Inc., a Maryland non-stock corporation doing business as University of Maryland Rehabilitation Orthopaedic Institute, and (iv) University of Maryland Medical System Corporation, a Maryland non-stock corporation (collectively, the "Supported Organizations"), by: (a) soliciting, receiving, maintaining, managing and investing contributions, grants and bequests, maintaining a fund or funds or property, both real and personal, and using and applying the income therefrom and the principal thereof to or for the benefit of the Supported Organizations, consistent with any legal restrictions imposed by the grantor or donor of any such assets; (b) investing, conveying, leasing, mortgaging, encumbering and otherwise dealing with the Corporation's assets, without limitation or regard to their source, at all times consistent with any applicable legal restrictions imposed by the donor or grantor of such assets; (c) providing services and/or other forms of support to, or for the benefit of, the Supported Organizations; (d) to the extent permitted if the Foundation is then dependent upon qualifying as a supporting organization under Section 509(a)(3) of the Internal Revenue Code in order to qualify as other than a private foundation under Section 509(a) of the Internal Revenue Code (i.e., as a "public charity"), (i) making grants to and providing other forms of support to or for the benefit of the constituents of the Supported Organizations including UMMSC, the healthcare system of which the Supported Organizations are a part, which is comprised of various hospitals, healthcare providers and other entities directly or indirectly controlled or owned by UMMSC (the "Health System"), (ii) otherwise improving and promoting access to high quality healthcare for, and the health and welfare of, the populations served by the Supported Organizations and the Health System (iii) supporting and promoting the advancement of medical and scientific knowledge, research, education and training for the benefit of the general public, and (iv) otherwise promoting the charitable healthcare purposes of the Health System or furthering charitable, educational and scientific purposes, relieving the poor and distressed and lessening the burdens of government within the meaning of Section 501(c)(3) of the Internal Revenue Code; (e) to the extent that they are not inconsistent with the foregoing purposes of the Corporation, to have and to exercise any and all powers conferred upon nonprofit corporations by the General Laws of the State of Maryland C. Article SIXTH, which sets forth the sole member of the Corporation, is hereby amended with the following: SIXTH: The sole member of the Corporation is the University of Maryland Medical Center, LLC, a Maryland limited liability company. D. Article SEVENTH, which sets forth the management of business of the affairs of the Corporation, is hereby amended in part with the following: (a) The sole member of the Corporation shall initially elect the Directors who do not serve ex officio for such terms as may be specified in the Bylaws of the Corporation. (b) The Board of Directors have not less than five (5) and not more than nineteen (19) Directors who do not serve ex officio. (c) The following shall serve as ex officio Board members: the Executive Director of the Corporation; the President/Chief Executive Officer of the University of Maryland Medical Center, LLC; the President of Maryland General Hospital, Inc., a Maryland non-stock corporation doing business as University of Maryland Medical Center Midtown Campus; and the President/Chief Executive Officer of James Lawrence Kernan Hospital, Inc., a Maryland non-stock corporation doing business as University of Maryland Rehabilitation Orthopaedic Institute. (d) The names of the Directors who shall act until their successors are duly chosen in accordance with the Corporation's Bylaws are: Barry P. Gossett William E. "Brit" Kirwan, PhD. Mary McLaughlin Rodney Oddoye Bryan Pugh Significant changes to the organization's bylaws: Section 2.2 Purposes. The purposes of the Corporation shall be as set forth in its Charter, as amended from time to time, and which currently provide as follows: The Corporation is organized and shall be operated exclusively for charitable, scientific and educational purposes as defined under, and for any other purpose set forth in, Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (or the corresponding provisions of any future federal tax code) (the "Internal Revenue Code"), for the benefit of, to perform the functions of and to carry out the purposes of (i) University of Maryland Medical Center, LLC, a Maryland limited liability company ("UMMC or the "Corporate Member"), (ii) Maryland General Hospital, Inc., a Maryland non-stock corporation doing business as University of Maryland Medical Center Midtown Campus ("Midtown"), (iii) James Lawrence Kernan Hospital, Inc., a Maryland non-stock corporation doing business as University of Maryland Rehabilitation Orthopaedic Institute ("UMROI"), and (iv) University of Maryland Medical System Corporation, a Maryland non-stock corporation ("UMMSC or "Parent Corporation and, collectively, the "Supported Organizations"), by: (a) soliciting, receiving, maintaining, managing and investing contributions, grants and bequests, maintaining a fund or funds or property, both real and personal, and using and applying the income therefrom and the principal thereof to or for the benefit of the Supported Organizations, consistent with any legal restrictions imposed by the grantor or donor of any such assets; (b) investing, conveying, leasing, mortgaging, encumbering and otherwise dealing with the Corporation's assets, without limitation or regard to their source, at all times consistent with any applicable legal restrictions imposed by the donor or grantor of such assets; (c) providing services and/or other forms of support to, or for the benefit of, the Supported Organizations; (d) to the extent permitted if the Foundation is then dependent upon qualifying as a supporting organization under Section 509(a)(3) of the Internal Revenue Code in order to qualify as other than a private foundation under Section 509(a) of the Internal Revenue Code (i.e., as a "public charity"), (i) making grants to and providing other forms of support to or for the benefit of the constituents of the Supported Organizations including UMMSC, the healthcare system of which the Supported Organizations are a part, which is comprised of various hospitals, healthcare providers and other entities directly or indirectly controlled or owned by UMMSC (the "Health System"), (ii) otherwise improving and promoting access to high quality healthcare for, and the health and welfare of, the populations served by the Supported Organizations and the Health System (iii) supporting and promoting the advancement of medical and scientific knowledge, research, education and training for the benefit of the general public, and (iv) otherwise promoting the charitable healthcare purposes of the Health System or furthering charitable, educational and scientific purposes, relieving the poor and distressed and lessening the burdens of government within the meaning of Section 501(c)(3) of the Internal Revenue Code; (e) to the extent that they are not inconsistent with the foregoing purposes of the Corporation, to have and to exercise any and all powers conferred upon nonprofit corporations by the General Laws of the State of Maryland. Section 2.3 Distribution of Assets on Dissolution. The property and assets of the Corporation are irrevocably dedicated to charitable, educational, and scientific purposes, and/or other purposes set forth in Section 501(c)(3) of the Internal Revenue Code, as defined thereunder. Upon the dissolution or liquidation of the Corporation, its assets remaining, after payment or adequate provision for payment of all debts and obligations of the Corporation, shall be distributed in accordance with the dissolution provisions set forth in the Corporation's Articles of Incorporation. |
| Form 990, Part VI, Line 4 Significant changes to the organizing documents | Section 4.1 Reserved Powers. The management of the business and affairs of the Corporation is subject to the Reserved Powers set forth in Appendix A. To the extent any provisions of these Bylaws conflict with the provisions of Appendix A, Appendix A shall take precedence. Appendix A - Actions Requiring Approval of the Corporate Member. Each of the following actions taken by the Board of Directors of the Corporation (the "Board") requires the approval of the Corporate Member only: A. Any incurrence of debt or modification of debt by the Corporation, in an amount of Five Million Dollars ($5,000,000) or less in any fiscal year; or B. Any acquisition, purchase, sale, disposition or encumbrance of real property, in an amount of Two Million Five Hundred Dollars ($2,500,000) or less in any fiscal year. II. Actions Requiring Approval of the Corporate Member and Parent Corporation. Each of the following actions taken by the Board of Directors of the Corporation (the "Board") requires the approval of the Corporate Member and Parent Corporation: A. Any amendment to the Corporation's Articles of Incorporation or Bylaws, however, the Parent Corporation's approval of amendments to the Corporation's Bylaws is only triggered if such amendment restricts or eliminates any power or authority granted to the Parent Corporation pursuant to such Bylaws; B. Any merger or consolidation of the Corporation; C. Any sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all of the property or assets of the Corporation; D. The dissolution of the Corporation; E. Any incurrence of debt or modification of debt by the Corporation, in an amount greater than Five Million Dollars ($5,000,000) in any fiscal year; F. The creation of joint ventures or the creation of any new subsidiary; G. Any acquisition, purchase, sale, disposition or encumbrance of real property, in an amount greater than Two Million Five Hundred Dollars ($2,500,000) in any fiscal year; or H. Selection of outside legal counsel for the Corporation III. Reserved Powers of the Parent Corporation. The Parent Corporation shall have the affirmative right to cause the Corporation to take any of the following actions without the prior approval of the Board, provided that advanced written notice thereof is given to the Board and to the Corporate Member: A. Subject to Section 10.6 of the Bylaws, the selection of the independent auditor for the Corporation; B. The incurring of debt or modification of any existing debt; or C. The integration of support functions, including but not limited to legal, compliance, finance and information technology, in order to enhance efficiency throughout the University of Maryland Medical System. ARTICLE V MEMBERSHIP Section 5.1 Corporate Member. The sole member of the Corporation shall be University of Maryland Medical Center, LLC a Maryland limited liability company (the "Corporate Member"). ARTICLE VI BOARD OF DIRECTORS Section 6.1 General Powers. Subject to such rights as may be reserved to the Corporate Member or to the Parent Corporation in accordance with these Bylaws and the laws of the State of Maryland, the business, property, affairs, and funds of the Corporation shall be managed, supervised, and controlled by its Board of Directors, in conformity with applicable policies and procedures, the purposes and mission of the Corporation, and any corresponding priorities established by UMMC, Midtown, or UMROI. To facilitate the management and conduct of the Corporation's activities and affairs, the Board of Directors shall establish corporate policies for, and formulate the basic rules and regulations governing, the operation and management of the Corporation and shall generally oversee and be responsible for the activities, assets and affairs of the Corporation. The Board of Directors may, to the extent permitted by applicable law, delegate the management and conduct of the Corporation's activities and affairs to any person or persons, management company, or committee however composed; provided that no such delegation of authority by the Board of Directors precludes the Board from exercising the authority required to fulfill its responsibility to manage, supervise, and control the Corporation's activities and affairs. The Board of Directors shall retain the right to rescind any such delegation. Section 6.2 Grantmaking. The Corporation shall grant funds from its assets in furtherance of the Corporation's purposes, subject to compliance with any restrictions imposed by donors or grantors of donated or granted assets, the Corporation's Section 501(c)(3) tax-exempt status, the Charter and these Bylaws, applicable law, any grantmaking guidelines approved by the Board or any authorized committee thereof, and any written agreements to which the Corporation is a party. In addition, to the extent applicable to the Corporation at any given time, the Corporation shall make grants only in conformity with the restrictions of the Corporation's supporting organization status under Section 509(a)(3) of the Internal Revenue Code. Grants from the Corporation may be made only in accordance with the grantmaking authority matrix set forth in Appendix B hereto. Section 6.3 Number of Directors. The Corporation shall have not less than five (5) and not more than nineteen (19) appointed or elected Directors (the "Elected Directors"). The Corporation shall also have four (4) ex-officio voting Directors (the "Ex-Officio Directors") as described in Section 6.4. Section 6.4 Board Composition and Qualifications of Directors. The Board of Director's Elected Directors shall include at least three (3) members of the Board of Directors of the Corporate Member ("UMMC Director(s)") and at least one (1) member of the Board of Directors of UMROI ("UMROI Director(s)"). The Board of Directors Ex-Officio Directors shall include: (i) the Executive Director of the Corporation; (ii) the President/Chief Executive Officer of the Corporate Member or his/her designee; (iii) the President of Midtown or his/her designee; and (iv) the President/Chief Executive Officer of UMROI or his/her designee. Each Director of the Corporation shall satisfy any qualifications contained in the Charter of the Corporation. Section 6.5 Duties of Directors. Members of the Board shall actively participate in the deliberations and decisions of the Board, shall be reasonably informed as to the information relevant to such decisions, shall at all times act in good faith and with at least the care of an ordinarily prudent person in similar circumstances, and shall carry out their duties as a director in accordance with the best interests of the Corporation and such other fiduciary duties as may be imposed by law. Section 6.6 Appointment, Terms and Term Limits. The initial Elected Directors of the Corporation shall be appointed by the Corporate Member with the approval of the Parent Corporation no later than June 30 following the approval of these Bylaws. Thereafter, the Corporation shall elect or reelect the Elected Directors pursuant to the requirements of this ARTICLE VI. The Elected Directors shall be divided into three (3) classes, with the terms of the Elected Directors staggered so that, as near as possible, the terms of approximately one-third (1/3) of the Elected Directors shall expire at the annual meeting of the Corporation each year. Each Elected Director shall serve for a term of three (3) years, except as shorter terms are necessary to establish the staggered rotation. Each Elected Director shall continue to serve until his or her successor shall be appointed and qualified. An Elected Director elected to fill a vacancy on the Board will succeed to the unexpired term of the former Elected Director. Each Elected Director shall serve no more than three (3) consecutive terms on the Board, including any short term served by an Elected Director who was appointed to fill a vacancy on the Board or whose initial term was less than three (3) years due to establishing staggered terms of directors, as provided above. An Elected Director shall not be re-elected to the Board unless at least one (1) year has elapsed since the end of the third (3rd) of such Director's three (3) consecutive three (3)-year terms; provided, however, that an Elected Director who has served three (3) consecutive terms may be re-elected to the Board if, after a good faith effort to find a replacement, the Nomination/Governance Committee has approved. Section 6.7 Removal. Any Elected Director of the Corporation may be removed at any time, with or without cause: (i) upon the affirmative vote of two-thirds of the Directors present at any meeting of the Corporation's Board of Directors; or (ii) upon the affirmative vote of two-thirds of the directors present at any meeting of the Corporate Member's Board of Directors. |
| Form 990, Part VI, Line 15 Process for determining compensation | THE ORGANIZATION DID NOT COMPENSATE ITS EXECUTIVES; BUT, RATHER, THE EXECUTIVES RECEIVED COMPENSATION FROM A RELATED ORGANIZATION. ACCORDINGLY, THE ORGANIZATION'S PARENT COMPANY 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. |
| Form 990, Part VI, Line 4 Significant changes to the organizing documents | Section 6.8 Resignation. Any Director may resign at any time. Such resignation shall be made in writing and shall take effect at the time specified therein, or if no time be specified, at the time of its receipt by the Chair of the Board or the Secretary. The acceptance of a resignation shall not be necessary to make it effective. The pending vacancy shall be immediately filled in accordance with these Bylaws, and if before the effective date of the resignation, the successor shall not take office until the effective date of the resignation. Section 6.9 Vacancies. Any vacancy of a Directorship occurring on the Board by reason of death, resignation or removal shall be filled as promptly as reasonably practicable and in the same manner in which the predecessor director was appointed or elected. Each Director elected to fill a vacancy shall serve the unexpired term of the former Director whose vacancy he or she filled. Section 6.14 Quorum. The presence of a majority of the Directors then in office shall constitute a quorum for the transaction of business at any meeting of the Board of Directors. Directors who are present at a meeting at which a quorum is initially present may continue to transact business notwithstanding the subsequent departure of directors from the meeting, so long as a quorum continues to be present at the meeting. A majority of the Directors present at a meeting of the Board, whether or not a quorum is present, may adjourn any meeting without notice to any Director. A designee of a Director may not attend a Board meeting on behalf of the Director. Section 6.15 Manner of Acting. Each Director shall have one (1) vote. Directors may not vote by proxy. Any matter approved by the affirmative vote of at least a majority of the Directors present at a meeting at which a quorum is present shall constitute the action of the Board, unless a higher voting threshold is required for any particular type of transaction or matter by these Bylaws, the Charter or applicable law. Section 6.17 Action Without a Meeting. Any action required or permitted to be taken at a meeting of the Board of Directors may be taken without a meeting, if a unanimous written consent which sets forth the action is signed, collectively and/or in counterparts, by each Director of the Board. Such unanimous written consents shall have the same force and effect as a unanimous vote at a duly convened Board meeting, and shall be filed with the minutes of proceedings of the Board. Such unanimous written consents shall be effective when the last director signs the consent, unless the consent expressly provides otherwise. Section 6.18 Compensation. Each member of the Board of Directors shall serve without compensation. By resolution of the Board of Directors, reimbursement for expenses, if any, for attendance at each annual, regular or special meeting of the Board of Directors or of committees thereof, may be paid to directors, in accordance with the policies and procedures of the Corporation. A Director who serves the Corporation in any other capacity may receive reasonable compensation for such other services, pursuant to approval by the Board of Directors, consistent with the Corporation's Conflict of Interest Policy. Section 7.1 Executive Officers. The executive officers of the Corporation shall initially consist of the following: a Chair of the Board and a Vice Chair of the Board, both of whom shall be Directors of the Corporation; an Executive Director, who shall also serve Ex-Officio Director of the Corporation; a Secretary, and a Treasurer. The Board of Directors of the Corporation shall elect the Chair, Vice Chair, Secretary, and Treasurer. The Executive Director shall be appointed by the Corporate Member's President/Chief Executive Officer in consultation with the Corporate Member's Board of Directors and the UMROI President/Chief Executive Officer. The executive officers of the Corporation shall also include such other officers as the Board of Directors of the Corporation may from time to time determine, including but not limited to one or more Assistant Secretaries and one or more Assistant Treasurers. The officers of the Corporation shall have the authority and shall perform, in good faith, the duties set forth in these Bylaws and as prescribed from time to time by the Board of Directors. A person may simultaneously hold more than one (1) office in the Corporation, but may not serve concurrently as Chair of the Board and Vice Chair of the Board; and provided further, however, that any person who holds more than one (1) office in the Corporation simultaneously shall be subject to the restrictions set forth in Section 11.6. Section 7.2 Chair of the Board. The Chair of the Board shall preside at all meetings of the Board of Directors at which he or she shall be present. He or she shall have and may exercise such powers as are from time to time assigned by the Board of Directors. Section 7.3 Vice Chair of the Board. In the absence of the Chair of the Board, the Vice Chair of the Board shall preside at all meetings of the Board of Directors at which he or she shall be present. He or she shall have and exercise such powers as are from time to time assigned by the Board of Directors. Section 7.4 Executive Director. The Executive Director of the Corporation shall have general charge and supervision of the assets and affairs of the Corporation; he or she may sign and execute, in the name of the Corporation, all authorized deeds, mortgages, bonds, contracts or other instruments, except in cases in which the signing and execution thereof shall have been expressly delegated solely to some other officer or agent of the Corporation; and, in general, he or she shall perform all duties incident to the office of chief executive officer and president of a corporation, and such other duties as are from time to time assigned to him or her by the Board of Directors. The Executive Director shall be a senior vice president or higher executive position at the Corporate Member and an Ex-Officio Director of the Corporation. The Executive Director shall directly report to the Corporation's Chair and the Corporate Member's President/Chief Executive Officer. The Executive Director shall also be responsible for collaborating and communicating with the President and/or Chief Executive Officers of the Corporate Member, the Parent Corporation, Midtown and UMROI, in support of the Corporation's charitable purposes and mission, and shall provide such information and reports as they may reasonably request from time to time. In the absence of the Chair of the Board and the Vice Chair of the Board, the Executive Director of the Corporation shall also preside at all meetings of the Board of Directors at which he or she shall be present. Section 7.5 Secretary. The Secretary shall keep the minutes of the meetings of the Board of Directors and of any committees in books provided for that purpose; he or she shall see that all notices are duly given in accordance with the provisions of the Bylaws or as required by law; he or she shall be custodian of the records of the Corporation; he or she shall witness all documents on behalf of the Corporation, the execution of which is duly authorized, see that the corporate seal is affixed where such document is required or desired to be under its seal, and, when so affixed, may attest the same; and, in general, he or she shall perform all duties incident to the office of a secretary of a corporation, and such other duties as are from time to time assigned to him or her by the Board of Directors or the Executive Director of the Corporation. Section 7.6 Treasurer. The Treasurer shall have charge of and be responsible for all funds, securities, receipts and disbursements of the Corporation, and shall deposit, or cause to be deposited, in the name of the Corporation, all moneys or other valuable effects in such banks, trust companies or other depositories as shall, from time to time, be selected by the Board of Directors; he or she shall render to the Executive Director of the Corporation, to the Board of Directors, and the Corporate Member, whenever requested, an account of the financial condition of the Corporation; and, in general, he or she shall perform all the duties incident to the office of a treasurer of a corporation, and such other duties as are from time to time assigned to him or her by the Board of Directors or the Executive Director of the Corporation. |
| Form 990, Part VI, Line 4 Significant changes to the organizing documents | Section 8.1 Board Committees Generally. 8.1.1 The Board of Directors may establish one or more committees, as necessary or desirable to conduct and transact the business of the Corporation. Except as otherwise provided in these Bylaws, the Board of Directors may set the qualifications for membership on any committee it may establish. There shall be an Executive Committee, a Nomination/Governance Committee, and such other Board committees as the Board of Directors may appoint from time to time. The Board shall ensure that each committee delegated the authority of the Board shall include Directors who have the skills, experience and expertise necessary or desirable to effectively carry out the duties of the committee. 8.1.2 Committees may be standing or special or ad hoc. An ad hoc or special committee shall limit its activities to the accomplishment of the tasks for which it was appointed and shall have no power to act except as specifically conferred by action of the Board of Directors. Upon completion of the task(s) for which it was formed, and after making a final report to the Board of Directors (if any), special and ad hoc committees shall stand discharged. 8.1.3 All Board committees shall be composed of one (1) or more Directors. The Executive Director of the Corporation shall serve ex-officio on all Board committees and shall be nonvoting in that capacity. 8.1.4 The Chair of the Board shall appoint a Chair of each Committee, subject to the approval of the Board. 8.1.5 Minutes of all committee meetings shall be recorded and copies of such minutes and all unanimous written consents of committees shall be made available to the Board of Directors. Actions of committees shall be reported to the full Board of Directors. 8.1.6 Committees shall report on their proceedings at any time at the request of the Chair of the Board or the Board of Directors. 8.1.7 Committees may have members other than directors (i.e., advisory committees, which may not be delegated authority to act on behalf of or bind the Board) provided such non-director members do not constitute the majority of the membership. 8.1.8 The provisions of Section 6.13 up to and including Section 6.18 of ARTICLE VI of these Bylaws shall also apply to all committees established by the Board of Directors; provided, however, that for purposes of this ARTICLE VIII, the terms "director," "directors and "Board of Directors" in the above referenced sections shall be deemed to mean "committee member," "committee members and "committee," respectively. Section 8.2 Limitations. No committee appointed by the Board of Directors shall be granted the authority of the Board of Directors to: 8.2.1 Submit to the Corporate Member any action requiring approval of the Corporate Member under the Maryland Nonprofit Corporation Law of 1988, as amended; 8.2.2 Fill vacancies on the Board of Directors; 8.2.3 Adopt, amend, or repeal these Bylaws or the Corporation's Charter; 8.2.4 Amend or repeal any resolution or action of the Board; or 8.2.5 Act on matters committed by these Bylaws or resolution of the Board of Directors to another committee of the Board. Section 8.3 Appointment and Term. Unless otherwise provided by these Bylaws, members of all committees having any authority of the Board shall be appointed by the Chair, shall serve at the pleasure of the Chair and the Board, and may be removed, with or without cause, by the Chair or the Board at any time. Each member of such a committee shall serve until his or her successor is duly appointed, his or her termination of service on the Board, or his or her earlier resignation, removal or death. The termination of any Director's service on the Board, whether through resignation, removal or otherwise, shall automatically result in removal from any committees of the Board on which that Director served, without the need for further action by the Board. Section 8.4 Executive Committee. (a) Membership. The Executive Committee shall consist of the Chair of the Board, the Vice-Chair of the Board, the chair of the Nomination/Governance Committee, and at least one Director selected annually by the Chair of the Board. (b) Duties. The Executive Committee is empowered, between the meetings of the Board of Directors, to perform any of the powers of the Board of Directors, except those powers reserved to the full Board of Directors by law or by resolution of the Board. In addition, the Executive Committee may review the committees of the Corporation. The Executive Director of the Corporation and/or any other officer serving on the Executive Committee shall excuse himself or herself from any deliberations of the Executive Committee relating to an evaluation or compensation of the Executive Director of the Corporation or such other officer. The Chair of the Board shall report at the next regular meeting of the Board all actions taken by the Executive Committee since the last regular Board meeting. Section 8.5 Nomination/Governance Committee. (a) Membership. The Nomination/Governance Committee shall consist of members selected by the Chair of the Board, to include at least one(1) UMMC Director and (1) UMROI Director. (b) Duties. The Nomination/Governance Committee shall be responsible, in addition to any responsibilities assigned to it by the Board of Directors, for ensuring that the governance of the Corporation is effective, efficient, and consistent with legal and regulatory guidelines. The committee shall also be responsible for the nomination of persons to fill vacancies created by the resignation, removal, incapacitation, or death of a Director of the Board of Directors. Section 8.6 Advisory Committees. The Board of Directors, the Chair or the Executive Director may from time to time establish one or more advisory committees, as necessary or desirable to support the charitable mission and business of the Corporation. Advisory committees shall not have any authority of the Board or the Corporation, and shall serve in a voluntary and advisory capacity only. Advisory committees may include directors and non-directors, and be standing or ad hoc. The membership, duties and procedures of advisory committees may be determined by the Board of Directors, the Chair of the Board or the Executive Director of the Corporation from time to time. Advisory committee members may resign or be removed, with or without cause, at any time by the Board of Directors, the Chair or the Executive Director. Section 10.4 Audits. The Corporation's financial statements shall undergo an audit at least annually by an independent certified public accounting firm, consistent with Appendix A, Section II(A), and the Corporation shall cooperate in full with the requirements of such audits. Notwithstanding this, the Board of Directors of the Corporation or the Corporate Member may conduct an additional financial audit(s) of the Corporation, inclusive of "special purpose" audit(s). Under these circumstances, the Board of the Directors of the Corporation or the Corporate Member, as applicable, may choose an auditor other than the auditor required by the Parent Corporation, subject to the Parent Corporation's approval. A copy of any audit(s) under this Section shall be provided to the Corporate Member, UMROI's President/Chief Executive Officer and the Parent Corporation. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | UNIVERSITY OF MARYLAND MEDICAL CENTER, LLC (UMMC) IS THE SOLE MEMBER OF UMMSF. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The Board of Director's Elected Directors shall include at least three (3) members of the Board of Directors of the Corporate Member ("UMMC Director(s)") and at least one (1) member of the Board of Directors of UMROI ("UMROI Director(s)"). The Board of Directors Ex-Officio Directors shall include: (i) the Executive Director of the Corporation; (ii) the President/Chief Executive Officer of the Corporate Member or his/her designee; (iii) the President of Midtown or his/her designee; and (iv) the President/Chief Executive Officer of UMROI or his/her designee. Each Director of the Corporation shall satisfy any qualifications contained in the Charter of the Corporation. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Actions Requiring Approval of the Corporate Member. Each of the following actions taken by the Board of Directors of the Corporation (the "Board") requires the approval of the Corporate Member only: A. Any incurrence of debt or modification of debt by the Corporation, in an amount of Five Million Dollars ($5,000,000) or less in any fiscal year; or B. Any acquisition, purchase, sale, disposition or encumbrance of real property, in an amount of Two Million Five Hundred Dollars ($2,500,000) or less in any fiscal year. II. Actions Requiring Approval of the Corporate Member and Parent Corporation. Each of the following actions taken by the Board of Directors of the Corporation (the "Board") requires the approval of the Corporate Member and Parent Corporation: A. Any amendment to the Corporation's Articles of Incorporation or Bylaws, however, the Parent Corporation's approval of amendments to the Corporation's Bylaws is only triggered if such amendment restricts or eliminates any power or authority granted to the Parent Corporation pursuant to such Bylaws; B. Any merger or consolidation of the Corporation; C. Any sale, lease, exchange, mortgage, pledge or other disposition of all or substantially all of the property or assets of the Corporation; D. The dissolution of the Corporation; E. Any incurrence of debt or modification of debt by the Corporation, in an amount greater than Five Million Dollars ($5,000,000) in any fiscal year; F. The creation of joint ventures or the creation of any new subsidiary; G. Any acquisition, purchase, sale, disposition or encumbrance of real property, in an amount greater than Two Million Five Hundred Dollars ($2,500,000) in any fiscal year; or H. Selection of outside legal counsel for the Corporation III. Reserved Powers of the Parent Corporation. The Parent Corporation shall have the affirmative right to cause the Corporation to take any of the following actions without the prior approval of the Board, provided that advanced written notice thereof is given to the Board and to the Corporate Member: A. Subject to Section 10.6 of the Bylaws, the selection of the independent auditor for the Corporation; B. The incurring of debt or modification of any existing debt; or C. The integration of support functions, including but not limited to legal, compliance, finance and information technology, in order to enhance efficiency throughout the University of Maryland Medical System. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The University of Maryland Medical System ("UMMS") prepares the IRS Form 990 for UMMS and its affiliates. Information needed to complete the return is gathered by accounting personnel in the Finance Shared Services department under the supervision of the UMMS Tax Director. Draft returns are prepared using IRS-approved tax software. Once a draft return is prepared, it undergoes multiple levels of review both internally by UMMS tax finance personnel, and externally by Ernst Young LLP. Following any necessary changes to the return, a final draft is reviewed by each affiliate's vice president of finance and/or CFO. Prior to filing the IRS Form 990, the organization's board chairman, treasurer, governance committee, finance committee or other member(s) of the board with similar authority will review the IRS Form 990. All board members are provided with a copy of the final IRS Form 990 before filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The filing organization follows the University of Maryland Medical System (UMMS) Conflicts of Interest Policy, which requires that all Covered Persons 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. Covered Persons means any member of the organization's Board of Directors, a member of a committee of the Board, an officer, or an employee of organization (including subsidiaries) at the VP level or above. The organization (or its sole member) is responsible for administering and enforcing the Conflicts of Interest Policy (Policy). The Governance Committee (or other Board committee having similar authority) reviews any and all conflicts, shall report annually to the full Board on the administration, infractions, and enforcement of the Policy and shall report at the earliest opportunity all matters of concern to the full Board in executive session while interested parties are recused. The organization or its sole member's Compliance Officer is the responsible administrative authority to assist the Board in administering and enforcing the Conflicts of Interest Policy and bringing concerns to the oversight committee. A questionnaire which discloses potential conflicts of interest is distributed annually to Covered Persons. The Chief Compliance Officer of the University of Maryland Medical System Corporation (UMMS) distributes and collects the responses for UMMS and other affiliates, and may be called for consult when potential conflicts are disclosed. If the oversight Committee determines that a Conflict of Interest exists, the Committee shall notify the Covered Person and the organization's Board Chair, and further will notify the full Board at its next meeting. Furthermore, in the event the Committee determines that an actual or perceived Conflict of Interest exists, the Committee shall decide how to address the Conflict of Interest. If the Committee determines that a Conflict of Interest exists but that the organization may enter into the subject transaction or arrangement, the interested Covered Person shall be recused from all deliberations and decisions concerning said transaction or arrangement, any arrangements with that entity, and compensation or benefits for officers, directors, and trustees. Furthermore, the Chair of the Board and the Chairs of the oversight Committee and the Audit and Compliance Committee shall not have any Business Transactions with UMMS, nor shall their Family Members. If the oversight Committee determines that a Covered Person has used their position to accrue Excess Benefits or to knowingly assist others in accruing Excess Benefits in any way at the expense of the organization, the Committee shall recommend to the Executive Committee appropriate corrective action to be taken. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATE'S OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATION'S OR AFFILIATE'S WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM. |
| Form 990, Part VII, Section A HOURS ON RELATED ENTITIES | UMMS IS A MULTI-ENTITY HEALTH CARE SYSTEM THAT INCLUDES 12 ACUTE CARE HOSPITALS, 1 ACUTE CARE HOSPITAL OWNED IN A JOINT VENTURE ARRANGEMENT AND VARIOUS SUPPORTING ENTITIES. A NUMBER OF INDIVIDUALS PROVIDE SERVICES TO VARIOUS ENTITIES WITHIN THE SYSTEM. IN GENERAL, THE OFFICERS AND KEY EMPLOYEES OF UMMS AVERAGE IN EXCESS OF 40 HOURS PER WEEK SERVING THE DIFFERENT ENTITIES THAT COMPRISE UMMS. |
| Form 990, Part IX, Line 11g Other Fees | Contract Services - Total Expense: 5058925, Program Service Expense: 2665480, Management and General Expenses: 2393445, Fundraising Expenses: 0; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Other change in net assets - -99877; Audit adjustments - 1310667; |
| Form 990, Part XII, Line 2b Audited Financial Statements | The organization is in the process of obtaining a separate financial statement audit for the fiscal year ending 6/30/2022. The audit was not completed at the time of filing this return. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BALTIMORE WASHINGTON EMERGENCY PHYS INC | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521756326 | HEALTHCARE | MD | 501(c)(3) | Type I | BWHS | false |
| BALTIMORE WASHINGTON HEALTHCARE SERVICES | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830243 | HEALTHCARE | MD | 501(c)(3) | Type I | UMBWMS | false |
| BALTIMORE WASHINGTON MEDICAL CENTER INC | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 520689917 | HEALTHCARE | MD | 501(c)(3) | 3 | UMBWMS | false |
| UM BALTIMORE WASHINGTON MEDICAL SYSTEM | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830242 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | false |
| NORTH ARUNDEL DEVELOPMENT CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521318404 | REAL ESTATE | MD | 501(c)(2) | NCC | false | |
| NORTH COUNTY CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521591355 | REAL ESTATE | MD | 501(c)(2) | UMBWMS | false | |
| CHESTER RIVER HEALTH FOUNDATION INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 521338861 | FUNDRAISING | MD | 501(c)(3) | 8 | UMSRH | false |
| UNIV OF MD SHORE REGIONAL HEALTH INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 522046500 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | false |
| CHESTER RIVER HOSPITAL CENTER | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 520679694 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | false |
| CHESTER RIVER MANOR INC | ||||||||||
| 200 MORGNEC ROAD | CHESTERTOWN | MD | 21620 | 526070333 | HEALTHCARE | MD | 501(c)(3) | 10 | UMSRH | false |
| MARYLAND GENERAL CLINICAL PRACTICE GROUP | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521566211 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMTH | false |
| UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521175337 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMSC | false |
| MARYLAND GENERAL HOSPITAL INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 520591667 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMTH | false |
| CARE HEALTH SERVICES INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521510269 | HEALTHCARE | MD | 501(c)(3) | 10 | SHS | false |
| MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521282080 | FUNDRAISING | MD | 501(c)(3) | Type I | SHS | false |
| SHORE HEALTH SYSTEM INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 520160538 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | false |
| UNIVERSITY OF MARYLAND COMMUNITY MEDICAL | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521874111 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | false |
| JAMES LAWRENCE KERNAN HOSPITAL INC | ||||||||||
| 2200 KERNAN DRIVE | BALTIMORE | MD | 21207 | 520591639 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| UNIVERSITY OF MD MEDICAL SYSTEM CORP | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521362793 | HEALTHCARE | MD | 501(c)(3) | 3 | NA | false |
| UNIVERSITY OF MARYLAND CHARLES REGIONAL | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522155576 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | false |
| CIVISTA MEDICAL CENTER INC | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 520445374 | HEALTHCARE | MD | 501(c)(3) | 3 | UMCRH | false |
| CHARLES REGIONAL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 521414564 | FUNDRAISING | MD | 501(c)(3) | Type I | UMCRH | false |
| UNIV OF MD ST JOSEPH FOUNDATION INC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521681044 | FUNDRAISING | MD | 501(c)(3) | Type I | UMSJHS | false |
| UMSJ HEALTH SYSTEM LLC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 462097818 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| HARFORD MEMORIAL HOSPITAL INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 520591484 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | false |
| UM UPPER CHESAPEAKE HEALTH SYSTEM INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398513 | HEALTHCARE | MD | 501(c)(3) | Type III-O | UMMSC | false |
| UPPER CHESAPEAKE HEALTH FOUNDATION INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398507 | FUNDRAISING | MD | 501(c)(3) | Type I | UMUCHS | false |
| UPPER CHESAPEAKE MEDICAL CENTER INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521253920 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | false |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521501734 | HEALTHCARE | MD | 501(c)(3) | 10 | UMUCHS | false |
| UPPER CHESAPEAKE PROPERTIES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521907237 | REAL ESTATE | MD | 501(c)(2) | UMUCHS | false | |
| UPPER CHES RESIDENTIAL HOSPICE HOUSE INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 260737028 | HOSPICE | MD | 501(c)(3) | 10 | UMUCHS | false |
| Harford Crisis Center Inc | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521229742 | HOME CARE | MD | 501(c)(3) | Type II | UMUCHS | false |
| UM CAPITAL REGION HEALTH INC | ||||||||||
| 250 W PRATT ST STE 2400 | BALTIMORE | MD | 21201 | 823596114 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | false |
| DIMENSIONS HEALTH CORPORATION | ||||||||||
| 901 HARRY S TRUMAN DRIVE N | UPPER MARLBORO | MD | 20774 | 521289729 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| DIMENSIONS HEALTHCARE ASSOCIATES | ||||||||||
| 901 Harry S Truman Drive N | Upper Marlboro | MD | 20774 | 521902711 | HEALTHCARE | MD | 501(c)(3) | Type I | UMCAPRH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 522000762 | HEALTHCARE | MD | APA INC | N/A | false | false |
| BALTIMORE WASHINGTON IMAGING | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 200806027 | HEALTHCARE | MD | UMBWMS | N/A | false | false |
| UNIVERSITYCARE LLC | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521914892 | HEALTHCARE | MD | UMMSC | N/A | false | false |
| O'DEA MEDICAL ARTS LIMITED PAR | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521682964 | RENTAL | MD | SJMC PROP | N/A | false | false |
| ADVANCED IMAGING AT ST JOSEPH | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521958002 | HEALTHCARE | MD | UMSJMC | N/A | false | false |
| UNIVERSITY OF MARYLAND CHARLES | ||||||||||
| PO BOX 1070 | LAPLATA | MD | 20646 | 300956382 | HEALTHCARE | MD | UMCRCP | N/A | false | false |
| BALTIMORE ASC VENTURES LLC | ||||||||||
| 7620 YORK ROAD | TOWSON | MD | 21204 | 824133899 | HEALTHCARE | DE | UMSJMC | N/A | false | false |
| UCHSUMMS Real Estate Trust | ||||||||||
| 520 Upper Chesapeake Drive | Bel Air | MD | 21014 | 276803540 | Holding Co | MD | UMMSC | N/A | false | false |
| UM Chesapeake Surgery Center LLC | ||||||||||
| 515 South Tollgate Road | Bel Air | MD | 21014 | 873038857 | Healthcare | MD | UCHV | N/A | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES INC | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521992649 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| BALTIMORE WASHINGTON HEALTH ENTERPRISES | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521936656 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| BW PROFESSIONAL SERVICES INC | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521655640 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| NA EXECUTIVE BUILDING CONDO ASSN INC | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | REAL ESTATE | MD | NA | C Corporation | false | |||||
| UM CHARLES REGIONAL CARE PARTNERS | |||||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522176314 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| UNIVERSITY MIDTOWN PROF CENTER | |||||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521891126 | REAL ESTATE | MD | NA | C Corporation | false | ||||
| UNIVERSITY OF MARYLAND HEALTH ADVANTAGE | |||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 461411902 | INSURANCE | MD | NA | C Corporation | false | ||||
| UNIVERSITY OF MARYLAND HEALTH PARTNERS | |||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815803 | INSURANCE | MD | NA | C Corporation | false | ||||
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE | |||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815722 | INSURANCE | MD | NA | C Corporation | false | ||||
| UPPER CHESAPEAKE HEALTH VENTURES INC | |||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 522031264 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| UPPER CHESAPEAKE MEDICAL CENTER LAND CON | |||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 770674478 | REAL ESTATE | MD | NA | C Corporation | false | ||||
| UPPER CHESAPEAKE MEDICAL OFFICE BUILDING | |||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521946829 | REAL ESTATE | MD | NA | C Corporation | false | ||||
| SHORE ORTHOPEDICS INC | |||||||||||||
| 219 S WASHINGTON STREET | EASTON | MD | 21601 | 371817262 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| MADISON MANOR INC | |||||||||||||
| 5801 42ND AVE | HYATTSVILLE | MD | 20781 | 521269059 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| AFFILIATED ENTERPRISES INC | |||||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521542144 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| DIMENSIONS ASSURANCE LTD | |||||||||||||
| 980348082 | INSURANCE | NA | C Corporation | false | PO BOX 1363 GENESIS BLDG | GRAND CAYMAN | CJ | CJ | |||||
| RIVERSIDE HEALTH OF DELAWARE INC | |||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 463205820 | HEALTHCARE | DE | NA | C Corporation | false | ||||
| RIVERSIDE HEALTH OF DC INC | |||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 461411713 | HEALTHCARE | DC | NA | C Corporation | false | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments