U OF M REHAB & ORTHOPAEDIC INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: U OF M REHAB & ORTHOPAEDIC INSTITUTE (EIN 52-0591639)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-13
IRS object ID: 202531339349306623
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-13T14:53:56+00:00	ReturnTs
Tax Period End	2024-06-30	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	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	520591639	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	James Lawrence Kernan Hospital Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JAME	BusinessNameControlTxt
Phone	4104482500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2200 Kernan Drive	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21207	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARINA BOGIN	PersonNm
Person Title	SVP, Finance	PersonTitleTxt
Signature	2025-05-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Amber Doane	PreparerPersonNm
PTIN	P01391011	PTIN
Phone	2023276000	PhoneNum
Preparation	2025-05-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	UM Rehabilitation thopaedic Institute	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JULIE NEMENS RN MSN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2200 Kernan Drive	AddressLine1Txt
City	Baltimore	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21207	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$150,375,245	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UMMS.ORG/REHAB	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1895	FormationYr
Legal Domicile State	MD	LegalDomicileStateCd
Activity Or Mission	JAMES L KERNAN HOSPITAL DELIVERS INNOVATIVE, HIGH-QUALITY, AND COST-EFFECTIVE REHABILITATION AND SURGICAL SERVICES TO THE COMMUNITY AND REGION.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	854	TotalEmployeeCnt
Total Volunteers	95	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$7,764,858	PYContributionsGrantsAmt
CY Contributions Grants	$14,425	CYContributionsGrantsAmt
PY Program Service Revenue	$128,353,720	PYProgramServiceRevenueAmt
CY Program Service Revenue	$130,294,426	CYProgramServiceRevenueAmt
PY Investment Income	$246,933	PYInvestmentIncomeAmt
CY Investment Income	$2,117,141	CYInvestmentIncomeAmt
PY Other Revenue	$943,290	PYOtherRevenueAmt
CY Other Revenue	$853,434	CYOtherRevenueAmt
PY Total Revenue	$137,308,801	PYTotalRevenueAmt
CY Total Revenue	$133,279,426	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$61,071,565	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$67,843,564	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$66,783,363	PYOtherExpensesAmt
CY Other Expenses	$66,451,929	CYOtherExpensesAmt
PY Total Expenses	$127,854,928	PYTotalExpensesAmt
CY Total Expenses	$134,295,493	CYTotalExpensesAmt
PY Revenues Less Expenses	$9,453,873	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,016,067	CYRevenuesLessExpensesAmt
Total Assets BOY	$198,611,712	TotalAssetsBOYAmt
Total Assets EOY	$200,786,678	TotalAssetsEOYAmt
Total Liabilities BOY	$38,607,191	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$31,746,773	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$160,004,521	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$169,039,905	NetAssetsOrFundBalancesEOYAmt
Mission	JAMES L KERNAN HOSPITAL, DOING BUSINESS AS UM REHABILITATION THOPAEDIC INSTITUTE (UM REHAB), DELIVERS INNOVATIVE, HIGH-QUALITY, AND COST-EFFECTIVE REHABILITATION AND SURGICAL SERVICES TO THE COMMUNITY AND REGION.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$113,987,190	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$131,043,780	RevenueAmt
Desc	UM REHAB OWNS AND OPERATES A MEDICAL, SURGICAL AND REHABILITATION HOSPITAL WITH 137 LICENSED BEDS. UM REHAB PROVIDES CHARITY CARE TO PATIENTS WHO ARE UNABLE TO PAY. SUCH PATIENTS ARE IDENTIFIED BASED ON INFORMATION OBTAINED FROM THE PATIENTS AND SUBSEQUENT ANALYSIS. BECAUSE THE HOSPITAL DOES NOT EXPECT COLLECTION OF AMOUNTS DETERMINED AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE BASED ON ESTABLISHED RATES. UM REHAB ESTIMATES OVER $1.1 MILLION OF CHARITY CARE AT COST WAS PROVIDED IN THE YEAR ENDED JUNE 30, 2024. OVERALL, UM REHAB DELIVERS INNOVATIVE HIGH QUALITY, COST EFFECTIVE SURGICAL AND REHABILITATION SERVICES TO ITS COMMUNITY.	Desc
Total Program Service Expenses	$113,987,190	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	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	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	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	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	854	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
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	false	QuidProQuoContributionsInd
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	14	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	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	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JENINE WARNKE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4434625811	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	900 ELKRIDGE LANDING ROAD - 3 EAST	AddressLine1Txt
City	LINTHICUM	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21090	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 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	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CHRISTINA L CAFEO
CHAIRMAN	1.0	0	Yes (X)	Yes (X)	$0	$0	$0
DAVIS VR SHERMAN
VICE CHAIRMAN	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
HENRY A GRANDIZIO CPA
TREASURER	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
BRYAN T PUGH
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
DANNY BELLAMY
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
DAVE MCDONALD
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
KRISTIE SNEDEKER
DIRECTOR	1.0	40.0	Yes (X)		$0	$387,824	$43,815
LAWRENCE SCHMIDT
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
MARY BARRON
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
Mohan Suntha MD
PRESIDENT AND CEO, UMMS	1.0	60.0	Yes (X)		$0	$3,669,040	$44,934
NANCY L EFRON
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
THELMA WRIGHT MD
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
VICTORIA MARCHESE PHD
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
WILLIAM V STACK
DIRECTOR	1.0	0	Yes (X)		$0	$0	$0
CYNTHIA KELLEHER
PRESIDENT, CEO AND SECRETARY (ENDED 07/23)	40.0	0		Yes (X)	$303,203	$0	$21,623
JULIE NEMENS
SVP, CAO & SECRETARY	40.0	1.0		Yes (X)	$358,385	$0	$63,089
MARINA BOGIN
VP and CFO	40.0	0		Yes (X)	$307,218	$0	$40,200
KRISHNAB GOURAB MD
VP MEDICAL AFFAIRS AND CMO	40.0	0			$717,744	$0	$76,955	Yes (X)
FIRIEDA HILDENBRAND
NURSE ANESTHETIST	40.0	0			$304,823	$0	$0		Yes (X)
LOBNA ZADA
DENTAL CLINICAL CHIEF	40.0	0			$287,672	$0	$29,447		Yes (X)
MINGXIA XI
NURSE	40.0	0			$318,371	$0	$22,305		Yes (X)
SCOTT D LANGLOIS
NURSE	40.0	0			$350,421	$0	$17,280		Yes (X)
THOMAS J MERKLE
PHYSICIAN	40.0	0			$298,213	$0	$39,716		Yes (X)
KAREN E DOYLE MBA
FORMER ASSISTANT SECRETARY	0.0	40.0			$0	$541,451	$46,750			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,246,050	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$4,598,315	TotReportableCompRltdOrgAmt
Total Other Compensation	$446,114	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	128	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
UM BALTIMORE
PO BOX 41427	BALTIMORE	MD	21203	Healthcare Services	$7,893,268
CROSS COUNTRY STAFFING INC
PO BOX 404674	Atlanta	GA	30384	AGENCY STAFFING	$4,398,243
MDICS at UMROI LLC
7250 Parkway Dr	Hanover	MD	21076	Physician Services	$2,247,670	Ste 500
Stryker Medical
21343 Network Pl	Chicago	IL	60673	consulting	$808,801
Crothall Healthcare
13028 Collection Center Dr	Chicago	IL	60693	Environmental services	$751,621	Ste 210

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	42	CntrctRcvdGreaterThan100KCnt
Related Organizations	$5,478	RelatedOrganizationsAmt
Government Grants	$8,947	GovernmentGrantsAmt
Total Contributions	$14,425	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PATIENT SERVICE REVENUE	622110	$129,335,641	$129,335,641	$0	$0
OUTPATIENT PHARMACY	446110	$958,785	$958,785	$0	$0

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	$130,294,426	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,042,942	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,042,942	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	$18,170,018	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$17,095,819	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,074,199	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,074,199	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,074,199	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Jt Venture Income	900099	$438,938	$438,938	$0	$0
Hackerman Patz housing	721110	$93,609	$0	$0	$93,609
Medical records & Rebates	900099	$10,471	$0	$0	$10,471

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$310,416	TotalRevenueColumnAmt
Related Or Exempt Func Income	$310,416	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$853,434	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$133,279,426	TotalRevenueColumnAmt
Related Or Exempt Func Income	$131,043,780	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,221,221	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,888,417	TotalAmt
Program Services	$1,728,915	ProgramServicesAmt
Management And General	$159,502	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$53,772,620	TotalAmt
Program Services	$49,230,805	ProgramServicesAmt
Management And General	$4,541,815	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,762,079	TotalAmt
Program Services	$1,613,248	ProgramServicesAmt
Management And General	$148,831	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$6,608,375	TotalAmt
Program Services	$6,050,210	ProgramServicesAmt
Management And General	$558,165	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,812,073	TotalAmt
Program Services	$3,490,093	ProgramServicesAmt
Management And General	$321,980	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$3,652	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$3,652	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$34,956,218	TotalAmt
Program Services	$21,332,508	ProgramServicesAmt
Management And General	$13,623,710	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,672	TotalAmt
Program Services	$1,531	ProgramServicesAmt
Management And General	$141	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$186,319	TotalAmt
Program Services	$170,582	ProgramServicesAmt
Management And General	$15,737	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,637,821	TotalAmt
Program Services	$1,499,485	ProgramServicesAmt
Management And General	$138,336	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$57,766	TotalAmt
Program Services	$52,887	ProgramServicesAmt
Management And General	$4,879	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$112,596	TotalAmt
Program Services	$103,086	ProgramServicesAmt
Management And General	$9,510	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$468,807	TotalAmt
Program Services	$429,210	ProgramServicesAmt
Management And General	$39,597	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,700,887	TotalAmt
Program Services	$7,050,444	ProgramServicesAmt
Management And General	$650,443	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,316,271	TotalAmt
Program Services	$2,292,275	ProgramServicesAmt
Management And General	$23,996	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$13,776,893	$13,776,893	$0	$0
BAD DEBT	$4,427,835	$4,427,835	$0	$0
REPAIR & MAINTENANCE	$759,232	$695,105	$64,127	$0
OTHER	$45,960	$42,078	$3,882	$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	$134,295,493	TotalAmt
Program Services	$113,987,190	ProgramServicesAmt
Management And General	$20,308,303	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$11,260,520	BOYAmt
EOY	$6,802,116	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$17,026,546	BOYAmt
EOY	$19,986,377	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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,782,503	BOYAmt
EOY	$1,814,691	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$263,103	BOYAmt
EOY	$319,133	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$124,993,326	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$88,229,960	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$40,191,438	BOYAmt
EOY	$36,763,366	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$28,637,364	BOYAmt
EOY	$29,720,000	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$20,661,674	BOYAmt
EOY	$25,559,194	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	$78,788,564	BOYAmt
EOY	$79,821,801	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$198,611,712	BOYAmt
EOY	$200,786,678	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$14,030,516	BOYAmt
EOY	$8,407,237	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$7,848	BOYAmt
EOY	$7,848	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	$24,568,827	BOYAmt
EOY	$23,331,688	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$38,607,191	BOYAmt
EOY	$31,746,773	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	$120,708,065	BOYAmt
EOY	$124,005,505	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$39,296,456	BOYAmt
EOY	$45,034,400	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$160,004,521	BOYAmt
EOY	$169,039,905	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$198,611,712	BOYAmt
EOY	$200,786,678	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,016,067	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,415,099	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,636,352	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)
Hospital	Yes (X)	HospitalInd

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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$3,652	OtherActivitiesAmt
Total Lobbying Expenditures	$3,652	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION DOES NOT ENGAGE IN ANY DIRECT LOBBYING ACTIVITIES. THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE MARYLAND HOSPITAL ASSOCIATION (MHA) AND THE AMERICAN HOSPITAL ASSOCIATION (AHA). MHA AND AHA ENGAGE IN MANY SUPPORT ACTIVITIES INCLUDING LOBBYING AND ADVOCATING FOR THEIR MEMBER HOSPITALS. THE MHA AND AHA REPORTED THAT 1.64% AND 32.00% OF MEMBER DUES WERE USED FOR LOBBYING PURPOSES AND AS SUCH, THE ORGANIZATION HAS REPORTED THIS AMOUNT ON SCHEDULE C PART II-B AS LOBBYING ACTIVITIES.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$697,964	OtherCostOrOtherBasisAmt
Book Value	$697,964	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$74,996,119	OtherCostOrOtherBasisAmt
Depreciation	$51,871,903	DepreciationAmt
Book Value	$23,124,216	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$44,311,275	OtherCostOrOtherBasisAmt
Depreciation	$35,808,820	DepreciationAmt
Book Value	$8,502,455	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,987,968	OtherCostOrOtherBasisAmt
Depreciation	$549,237	DepreciationAmt
Book Value	$4,438,731	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$36,763,366	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	Alternative investments	Desc
Book Value	$25,559,194	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$25,559,194	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt
ECONOMIC INT IN KERNAN ENDOWMENT	$43,025,460
ECONOMIC INT IN UMMS FND	$1,982,208
OTHER A/R	$364,720
Constr Fund	$6,985,728
LT Asset	$10,486,666
LT Asset Financing Lease	$0
Invest in Subs	$16,977,019

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$79,821,801	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
DUE TO UMMS	$16,854,122
ADVANCES FROM THIRD PARTY PAYORS	$5,558,067
PATIENT A/R CREDIT BALANCES	$852,551
Financing Lease	$0
OTHER LIABILITIES	$66,948

Field	Value	IRS element (for citing)
Total Liability	$23,331,688	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION IS A SUBSIDIARY OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (THE CORPORATION). THE CORPORATION ADOPTED THE PROVISIONS OF ASC 740, ACCOUNTING FOR UNCERTAINTY IN THE INCOME TAXES (FIN 48) ON JULY 1, 2007. THE FOOTNOTE RELATED TO ASC 740 IN THE CORPORATION'S AUDITED FINANCIAL STATEMENTS IS AS FOLLOWS: THE CORPORATION FOLLOWS A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX LIABILITIES OR BENEFITS THAT SHOULD BE RECOGNIZED.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	false	ExpensesExceedBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,120,746	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,120,746	NetCommunityBenefitExpnsAmt
Total Expense	0.0086	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$1,120,746	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,120,746	NetCommunityBenefitExpnsAmt
Total Expense	0.0086	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$251,497	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$251,497	NetCommunityBenefitExpnsAmt
Total Expense	0.0019	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$5,752,034	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$5,752,034	NetCommunityBenefitExpnsAmt
Total Expense	0.0443	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,891,195	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$788,907	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,102,288	NetCommunityBenefitExpnsAmt
Total Expense	0.0162	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$8,894,726	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$788,907	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$8,105,819	NetCommunityBenefitExpnsAmt
Total Expense	0.0624	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$10,015,472	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$788,907	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$9,226,565	NetCommunityBenefitExpnsAmt
Total Expense	0.0710	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$3,656,949	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$29,787,007	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$28,967,932	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$819,075	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UM Rehabilitation thopaedic Institute	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2200 KERNAN DRIVE	AddressLine1Txt
City	BALTIMORE	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21207	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.UMMS.ORG/REHAB	WebsiteAddressTxt
State License	30-038	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Other	REHABILITATION	OtherDesc
Facility Reporting Group	1	FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	1	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	23	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	false	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://www.umms.org/rehab/community/health-needs-assessment	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	23	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	https://www.umms.org/rehab/community/health-needs-assessment	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	300.0	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.umms.org/rehab/patients-visitors/for-patients/financial-assistance-and-billing	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.umms.org/rehab/patients-visitors/for-patients/financial-assistance-and-billing	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.umms.org/rehab/patients-visitors/for-patients/financial-assistance-and-billing	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	false	NondisEmergencyCarePolicyInd
No Emergency Care	Yes (X)	NoEmergencyCareInd
Prospective Medicare Medicaid	Yes (X)	ProspectiveMedicareMedicaidInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3E	The significant health needs are a prioritized description of the significant health needs of the community and identified through the CHNA.
Schedule H, Part V, Section B, Line 5 Facility 1, 1	Facility 1, 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.. UMROI partnered with seven other Baltimore based hospital(s)/ hospital systems (via the Baltimore City Hospital Collaborative) and Ascendient Health to complete the FY2024 Community Health Needs Assessment. Primary (new) data were collected through community-based focus groups and web-based surveys for community members and key community leaders and included feedback from more than 2,600 people who live, work or receive healthcare in Baltimore City. Key leaders most frequently represented nonprofit organizations, but participants also included government, health, and faith leaders among others. A total of 33 focus groups were conducted, either virtually or in person, with a variety of community members from different backgrounds, age groups and life experiences.
Schedule H, Part V, Section B, Line 6a Facility 1, 1	Facility 1, 1 - James Lawrence Kernan Hospital, Inc. UMROI conducted its FY'24 CHNA with the University of Maryland Medical Center Downtown and Midtown Campuses. Additional hospitals that collaborated with UMMC include: University of Maryland Rehabilitation and Orthopedics, Johns Hopkins Hospital (Main Campus and Bayview), St Agnes Hospital, Sinai, Mercy Medical Center, Medstar Health (Good Samaritan, Union Memorial, Harbor Hospital), and Mt. Washington Pediatric Hospital.
Schedule H, Part V, Section B, Line 11 Facility 1, 1	Facility 1, 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.. UMROI will address the prioritized needs obtained from the CHNA. In that document, a plan is outlined as to how UMROI will support specific community benefit efforts as part of a larger community-wide and system plan. Since UMROI is a specialty hospital, the focus in more targeted to patients and community requiring support and education post injury or limb loss. This plan also addresses social needs and strives to improve health disparity. The priorities are mental health, chronic disease management and access to care. UMROI will focus the majority of its efforts on the identified strategic priorities, and will continue to review the complete set of needs identified in the CHNA for future collaboration and work. These areas, while still important to the health of the community, will be met through either existing clinical services and through collaboration with other health care organizations as needed. The unmet needs not addressed by this CHNA will also continue to be addressed by key Baltimore City governmental agencies and existing community-based organizations. The UMMC identified core priorities target the intersection of the identified community needs and the organization's key strengths and mission.
Schedule H, Part V, Section B, Line 13 Facility 1, 1	Facility 1, 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.. THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAT THE FPG INCOME LEVELS.

Field	Value	IRS element (for citing)
Facility	0	FacilityNum

Supplemental Information Detail SupplementalInformationDetail (20 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I, Line 3c CRITERIA FOR FREE OR DISCOUNTED CARE	UM REHAB IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE TO PERSONS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR A GOVERNMENT PROGRAM, OR OTHERWISE UNABLE TO PAY, FOR MEDICALLY NECESSARY CARE BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. IN ADDITION TO FPG, THE INCOME LEVELS DEFINED BY THE MARYLAND STATE DEPARTMENT OF HEALTH AND MENTAL HYGIENE (MD DHMH) ARE USED TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE. THE MD DHMH INCOME LEVELS ARE MORE GENEROUS THAN THE FPG INCOME LEVELS. THE FAP ALSO USES A FINANCIAL HARDSHIP THRESHOLD WHEN DETERMINING ELIGIBILITY. A PATIENT WITH MEDICAL DEBT EXCEEDING 25% OF FAMILY ANNUAL HOUSEHOLD INCOME MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE.
Schedule H, Part I, Line 6b RELATED ORGANIZATION REPORT	THE ORGANIZATION ANNUALLY FILES A COMMUNITY BENEFIT REPORT AS REQUIRED BY THE MARYLAND HSCRC. THE REPORT CAN BE FOUND AT HTTPS://HSCRC.STATE.MD.US/PAGES/INIT_CB.ASPX.
Schedule H, Part VI, Line 5 Promotion of community health	Analysis of all quantitative and qualitative data through the CHNA process identified multiple areas of need within Baltimore City. These top priorities represent the intersection of documented unmet community health needs and UMROI's key strengths and mission. These priorities were identified by the executive and clinical leadership, and ultimately approved by the Board. Programming is based on these strategic priorities as identified in the CHNA. The identified priorities include Access to Care, Chronic Disease Management, and Mental Health. Identified Need/Priority: Chronic Disease Prevention/ Diabetes UMROI provide diabetes education, transportation, and health food access to individuals who have diabetes and complex medical needs. Since the rate of diabetes in high in Baltimore City, support services are integral for success in managing blood sugar. Identified Need/Priority: Mental Health Patients post stroke, brain injury, spinal cord injury, traumatic injuries, organ transplants and amputation often require assistance to gain access to medical appointments and various support services post discharge. Our strategy is to provide transitional navigation services to any patient referred who is accepting of the service. Last year, 95% of our patients were enrolled in transitional care services although only 77% completed the episode. Successful completion of programs improves mental health status. Identified Need/Priority: Access to Dental Care Dental services are provided for special needs adults and children who may not receive care otherwise. Many dentists in the community are not comfortable performing dental services to disabled patients. The goal of the program in to increase the number of dental treatments available to special needs population. Another goal is to increase awareness of proper brushing, flossing, home care, and proper diet of patients that had comprehensive treatment under general anesthesia.
Schedule H, Part VI, Line 5 Promotion of community health cont	We are proud to serve our community and appreciate our partners who allow us to fulfill our mission. We will always do what is right for the patient, no matter where they are in their health journey, and will always strive to have our patients receive care in the community they reside. As a part of the University of Maryland Medical System (UMMS) we are shaping a new paradigm in care delivery that we believe should be the future standard of care.
Schedule H, Part III, Line 7 State Filing of Community Benefit Report	As required by Maryland statute for all hospitals, University of Maryland Medical Center submits a detailed, annual community benefit report, which provides information related to programs, services, contributions, etc. that the hospital makes with no or little expectation of financial return, to the Maryland Health Services Cost Review Commission (HSCRC), a state regulatory agency, by January 31 each year.
Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation	4427835
Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance	MARYLAND'S REGULATORY SYSTEM CREATES A UNIQUE PROCESS FOR HOSPITAL PAYMENT THAT DIFFERS FROM THE REST OF THE NATION. THE HEALTH SERVICES COST REVIEW COMMISSION, (HSCRC) DETERMINES PAYMENT THROUGH A RATE SETTING PROCESS AND ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, PAY THE SAME AMOUNT FOR THE SAME SERVICES DELIVERED AT THE SAME HOSPITAL. MARYLAND'S UNIQUE ALL PAYOR SYSTEM INCLUDES A METHOD FOR REFERENCING UNCOMPENSATED CARE IN EACH PAYORS' RATES, WHICH DOES NOT ENABLE MARYLAND HOSPITALS TO BREAKOUT ANY OFFSETTING REVENUE RELATED TO UNCOMPENSATED CARE.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE HEALTH SERVICES COST REVIEW COMMISSION (HSCRC) STARTED SETTING HOSPITAL RATES IN 1974. AT THAT TIME, THE HSCRC APPROVED RATES APPLIED ONLY TO COMMERCIAL INSURERS. IN 1977, THE HSCRC NEGOTIATED A WAIVER FROM MEDICARE HOSPITAL PAYMENT RULES FOR MARYLAND HOSPITALS TO BRING THE FEDERAL MEDICARE PAYMENTS UNDER HSCRC CONTROL. IN 2014, MARYLAND'S WAIVER WITH MEDICARE WAS RENEGOTIATED AND UPDATED TO REFLECT THE CURRENT HEALTHCARE ENVIRONMENT. UNDER THIS NEW WAIVER, SEVERAL CRITERIA WERE ESTABLISHED TO MONITOR THE SUCCESS OF THE SYSTEM IN CONTROLLING HEALTHCARE COSTS AND THE CONTINUANCE OF THE WAIVER ITSELF: 1. REVENUE GROWTH PER CAPITA 2. MEDICARE HOSPITAL REVENUE PER BENEFICIARY 3. MEDICARE ALL PROVIDER REVENUE GROWTH PER BENEFICIARY 4. MEDICARE READMISSION RATES 5. HOSPITAL ACQUIRED CONDITION RATE
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	BECAUSE OF THE UNIQUE PAYMENT SYSTEM DESCRIBED ON LINE 2 (ABOVE), THE HOSPITAL IS UNABLE TO ESTIMATE HOW MUCH OF THE AMOUNT REPORTED IN LINE 2 IS ATTRIBUTED TO PATIENTS WHO WOULD APPLY UNDER THE FAP.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	THE CORPORATION RECORDS REVENUES AND ACCOUNTS RECEIVABLE FROM PATIENTS AND THIRD-PARTY PAYORS AT THEIR ESTIMATED NET REALIZABLE VALUE. REVENUE IS REDUCED FOR ANTICIPATED DISCOUNTS UNDER CONTRACTUAL ARRANGEMENTS AND FOR CHARITY CARE. AN ESTIMATED PROVISION FOR BAD DEBTS IS RECORDED IN THE PERIOD THE RELATED SERVICES ARE PROVIDED BASED UPON ANTICIPATED UNCOMPENSATED CARE, AND IS ADJUSTED AS ADDITIONAL INFORMATION BECOMES AVAILABLE. THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING HISTORICAL BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTIBLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR CATEGORY. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR BAD DEBTS AND TO ESTABLISH AN ALLOWANCE FOR UNCOLLECTIBLE RECEIVABLES. AFTER COLLECTION OF AMOUNTS DUE FROM INSURERS, THE CORPORATION FOLLOWS INTERNAL GUIDELINES FOR PLACING CERTAIN PAST DUE BALANCES WITH COLLECTION AGENCIES. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE CORPORATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR BAD DEBTS, ALLOWANCE FOR CONTRACTUAL ADJUSTMENTS, PROVISION FOR BAD DEBTS, AND CONTRACTUAL ADJUSTMENTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAS NOT YET PAID OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS OR WITH BALANCES REMAINING AFTER THE THIRD-PARTY COVERAGE HAD ALREADY PAID, THE CORPORATION RECORDS A SIGNIFICANT PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS HISTORICAL COLLECTIONS, WHICH INDICATES THAT MANY PATIENTS ULTIMATELY DO NOT PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE DISCOUNTED RATES AND THE AMOUNTS COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs	THE ORGANIZATION FILES ANNUALLY A COMMUNITY BENEFIT REPORT WITH THE STATE OF MARYLAND'S HEALTH SERVICES COST REVIEW COMMISSION (HSCRC). THE HSCRC, WHICH OPERATES UNDER A MEDICARE WAIVER, DOES NOT CONSIDER MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE COSTING METHODOLOGY USED BY THE ORGANIZATION IS A COST-TO-CHARGE RATIO.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	THE ORGANIZATION EXPECTS PAYMENT AT THE TIME THE SERVICE IS PROVIDED. OUR POLICY IS TO COMPLY WITH ALL STATE AND FEDERAL LAW AND THIRD PARTY REGULATIONS AND TO PERFORM ALL CREDIT AND COLLECTION FUNCTIONS IN A DIGNIFIED AND RESPECTFUL MANNER. EMERGENCY SERVICES WILL BE PROVIDED TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY. FINANCIAL ASSISTANCE IS AVAILABLE FOR PATIENTS BASED ON FINANCIAL NEED AS DEFINED IN THE FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION DOES NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, CREED, SEX OR ABILITY TO PAY. PATIENTS WHO ARE UNABLE TO PAY MAY REQUEST A FINANCIAL ASSISTANCE APPLICATION AT ANY TIME PRIOR TO SERVICE OR DURING THE BILLING AND COLLECTION PROCESS, EVEN IN EXCESS OF 240 DAYS FOLLOWING THE FIRST POST-DISCHARGE BILLING STATEMENT. THE ORGANIZATION MAY REQUEST THE PATIENT TO APPLY FOR MEDICAL ASSISTANCE PRIOR TO APPLYING FOR FINANCIAL ASSISTANCE. THE ACCOUNT WILL NOT BE FORWARDED FOR COLLECTION DURING THE MEDICAL ASSISTANCE APPLICATION PROCESS OR THE FINANCIAL ASSISTANCE APPLICATION PROCESS. NO EXTRAORDINARY COLLECTION ACTIONS (ECAS) WILL OCCUR EARLIER THAN 120 DAYS FROM SUBMISSION OF FIRST BILL TO THE PATIENT AND WILL BE PRECEDED BY NOTICE 30 DAYS PRIOR TO COMMENCEMENT OF THE ACTION. AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE COMMUNICATED TO THE PATIENT AND A PRESUMPTIVE ELIGIBILITY REVIEW WILL OCCUR PRIOR TO ANY ACTION BEING TAKEN. IF A PATIENT IS DETERMINED TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE AFTER AN ECA IS INITIATED, THE ORGANIZATION WILL TAKE REASONABLE MEASURES TO REVERSE THE ECAS AGAINST THE PATIENT ACCOUNT.
Schedule H, Part V, Section B, Line 16a FAP website	1 - UM Rehabilitation thopaedic Institute: Line 16a URL: https://www.umms.org/rehab/patients-visitors/for-patients/financial-assistance-and-billing;
Schedule H, Part V, Section B, Line 16b FAP Application website	1 - UM Rehabilitation thopaedic Institute: Line 16b URL: https://www.umms.org/rehab/patients-visitors/for-patients/financial-assistance-and-billing;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	1 - UM Rehabilitation thopaedic Institute: Line 16c URL: https://www.umms.org/rehab/patients-visitors/for-patients/financial-assistance-and-billing;
Schedule H, Part VI, Line 2 Needs assessment	Since fiscal year 2012, UMROI has completed a comprehensive community health needs assessment (CHNA) every three years in partnership with the University of Maryland Medical Center (Downtown and Midtown campuses). The UMMC Community Health Improvement Team (CHI Team) collaborated with the University of Maryland Medical System, University of Maryland/ Baltimore, other Baltimore City-based hospitals, community leaders, the public, health experts, and the Baltimore City Health Department. Data was collected from the major areas of the community's perspective, health experts' opinions, and community leaders' perspectives along with a review of social determinants of health and epidemiologic data to complete a comprehensive assessment of the community's needs. Data includes primary and secondary sources of data. The triennial needs assessment was completed in FY2024 and was approved by the UMROI Board of Directors in June, 2024.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	Patients are informed of their eligibility for assistance through signage in admitting and registration areas, online, in the Patient Handbooks, in local newspapers, and with Patient Information Sheets. UMMC translated its financial assistance policy into the following languages: English, Spanish, French, and Chinese. UMMC also has a plain language summary of its financial assistance policy in addition to its patient information sheet.
Schedule H, Part VI, Line 4 Community information	The residents in the West Baltimore community, where UMROI is located, have life expectancy rates of nearly 20 years less than residents in other parts of Baltimore City. High rates of unemployment, poverty, healthy food access issues, substance use, and violence are major social barriers to health. Residents in these communities have some of the worst health outcomes when compared to the City and the State of Maryland. The larger regional patient mix of University of Maryland Rehabilitation thopedic Institute consists of disabled adults from the metropolitan area, state, and region. For purposes of community benefits programming and the FY'21 Community Health Needs Assessment (CHNA), the Community Benefit Service Area (CBSA) of UM Rehab tho includes disabled adults from Baltimore City and the surrounding counties of Baltimore, Howard, and Anne Arundel. It is estimated that 7.3% of Marylanders under 65 years of age have some type of disability. This prevalence accounts for 441,808 Marylanders who need some type of support and/or resources to improve their daily quality of life. These individuals report barriers to health which include mobility, transportation, limited recreational options, unemployment, insurance coverage, and mental health issues. Disability* in the UM Rehab tho Service Area Anne Arundel Co, 58, 838, Baltimore City, 95,416, Baltimore Co, 92,959, Howard Co, 24,919 *Disability defined as mild to severe visual, hearing, ambulatory, cognitive, self-care, and independent living. Source: Local Disability Data for Planners
Schedule H, Part VI, Line 6 Affiliated health care system	The University of Maryland Medical System Corporation (UMMS) is a private, not-for-profit corporation providing comprehensive healthcare services through an integrated regional network of hospitals and related clinical enterprises. UMMS was created in 1984 when its founding hospital was privatized by the State of Maryland. Over its 30-year history, UMMS evolved into a multi-hospital system with academic, community and specialty service missions reaching primarily across Maryland. As part of the University of Maryland Medical System (UMMS), the University of Maryland Rehabilitation and Orthopedic Institute understands that health care goes beyond the walls of the hospital and into the community it serves. UMMS hospitals are committed to strengthening their neighboring communities. In doing so, the UMMC assesses the community's health needs, identifies key priorities, and responds with services, programs and initiatives which make a positive, sustained impact on the health of the community. With representation from all UMMS hospitals, the Medical System's Community Health Improvement Council coordinates the effective and efficient utilization and deployment of resources for community-based activities and evaluates how services and activities meet targeted community needs within defined geographic areas. As Maryland's largest and most comprehensive rehabilitation and orthopedic specialty hospital, UMROI's highly specialized staff provides an interdisciplinary continuum of care with four distinct rehabilitative specialty units, including Stroke, Brian Injury, Spinal Cord Injury/Multi-Trauma and Comprehensive Medical Rehabilitation in a restorative environment. At UM Rehab, health care is not limited to in-hospital patients. UM Rehab is a leader in the research and treatment of musculoskeletal disease, joint replacement and sports injuries, strengthening communities and providing for better tomorrows through education, classes and support groups.
Schedule H, Part VI, Line 7 State filing of community benefit report	MD

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	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	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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
KRISTIE SNEDEKER
DIRECTOR	$0	$239,406	$0	$71,415	$0	$77,003	$0	$10,446	$0	$33,369	$0	$431,639	$0	$0
Mohan Suntha MD
PRESIDENT AND CEO, UMMS	$0	$1,943,849	$0	$1,359,996	$0	$365,195	$0	$13,200	$0	$31,734	$0	$3,713,974	$0	$0
KAREN E DOYLE MBA
FORMER ASSISTANT SECRETARY	$0	$355,870	$0	$134,373	$0	$51,208	$0	$13,200	$0	$33,550	$0	$588,201	$0	$0
CYNTHIA KELLEHER
PRESIDENT, CEO AND SECRETARY (ENDED 07/23)	$160,994	$0	$86,264	$0	$55,945	$0	$7,547	$0	$14,076	$0	$324,826	$0	$0	$0
JULIE NEMENS
SVP, CAO & SECRETARY	$270,417	$0	$72,490	$0	$15,478	$0	$37,041	$0	$26,048	$0	$421,474	$0	$0	$0
MARINA BOGIN
VP and CFO	$224,595	$0	$51,085	$0	$31,538	$0	$9,329	$0	$30,871	$0	$347,418	$0	$0	$0
KRISHNAB GOURAB MD
VP MEDICAL AFFAIRS AND CMO	$370,480	$0	$84,280	$0	$262,984	$0	$50,237	$0	$26,718	$0	$794,699	$0	$187,918	$0
FIRIEDA HILDENBRAND
NURSE ANESTHETIST	$304,823	$0	$0	$0	$0	$0	$0	$0	$0	$0	$304,823	$0	$0	$0
LOBNA ZADA
DENTAL CLINICAL CHIEF	$284,045	$0	$0	$0	$3,627	$0	$17,062	$0	$12,385	$0	$317,119	$0	$0	$0
MINGXIA XI
NURSE	$222,105	$0	$94,865	$0	$1,401	$0	$9,121	$0	$13,184	$0	$340,676	$0	$0	$0
SCOTT D LANGLOIS
NURSE	$270,217	$0	$78,441	$0	$1,763	$0	$6,600	$0	$10,680	$0	$367,701	$0	$0	$0
THOMAS J MERKLE
PHYSICIAN	$238,178	$0	$59,800	$0	$235	$0	$9,223	$0	$30,493	$0	$337,929	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan

DURING THE FISCAL YEAR- ENDED JUNE 30, 2024, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS 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: JULIE NEMENS, RN, BSN DURING THE FISCAL YEAR ENDED JUNE 30, 2024, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE VESTED IN THE PLAN IN THE REPORTING TAX YEAR, THEREFORE THE FULL VALUE OF THE PLAN, INCLUDING ANY CONTRIBUTIONS TO THE PLAN FOR THE CURRENT FISCAL YEAR ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. PRIOR YEAR CONTRIBUTIONS TO THE PLAN WERE PREVIOUSLY REPORTED ON FORM 990 AND ARE INDICATED ON SCHEDULE J, PART II, COLUMN (F). KRISHNAB GOURAB, MD, $239,146 KRISTIE SNEDEKER, $63,673 DURING THE FISCAL YEAR-ENDED JUNE 30, 2024, 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: KAREN DOYLE, $45,545 MARINA BOGIN, $20,990 CYNTHIA KELLEHER, $28,300 MOHAN SUNTHA, MD, $357,713

Schedule J, Part I, Line 7 Non-fixed payments

BONUSES PAID ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS AND KEY EMPLOYEES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part IV, Line 24a TAX EXEMPT BOND ISSUE	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 UMMS, UMROI, 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 CAPITAL REGION, BOWIE HEALTH CENTER (BOWIE), AND THE UM MEDICINE FOUNDATION. 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 $1,736,659,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2024. ALL OF THE BONDS WERE ISSUED IN THE NAME OF UMMS AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990.
Form 990, Part V, Line 1a Tax Compliance	INDEPENDENT CONTRACTORS OF THE FILING ORGANIZATION ARE REPORTED BY THE PARENT CORPORATION, UMMS. UMMS ISSUES THE FORMS 1099 FOR THESE VENDOR PAYMENTS, WHILE THE FILING ORGANIZATION REPORTS THE EXPENSES FOR ITS INDEPENDENT CONTRACTORS ON PART VII, SECTION B, LINE 1 ON ITS FORM 990.
Form 990, Part VI, Line 6 Classes of members or stockholders	UMMS IS THE SOLE MEMBER OF UM REHAB. UMMS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMMS.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	UMMS IS THE SOLE MEMBER OF UM REHAB. UMMS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	The following decisions of the governing body are among those subject to the approval of the member: amendment of charter documents; dissolution of the organization; strategic plans; participation in joint ventures; leases or intercompany transfers of assets, subject to certain dollar thresholds; annual operating and capital budgets; acquisition or disposition of an entity or substantially all assets; merger or consolidation of entity; mortgage, pledge or disposition of property; and incurrence of debt or real property, subject to certain dollar thresholds.
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 Governance 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. The Chief Compliance Officer reviews all disclosure statements for compliance with the Conflict of Interest Policy and any/all related UMMS policies to identify all actual or potential conflicts of interest. The Chief Compliance Officer prepares and submits to the Governance Committee annual and updated (where applicable) reports summarizing all relevant information contained in the disclosure statements. With respect to the other entities in the University of Maryland Medical System, the Chief Compliance Officer may be called for consult. If the Governance Committee determines that a Conflict of Interest exists, the Governance Committee shall notify the Covered Person, the UMMS Chief Executive Officer, and the UMMS Board Chair and further will notify the full Board at its next meeting. Furthermore, in the event the Governance Committee determines that an actual or perceived Conflict of Interest exists, the Committee shall decide how to address the Conflict of Interest. If the Governance Committee determines that a Conflict of Interest exists but that UMMS 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 Governance Committee and the Audit and Compliance Committee shall not have any Business Transactions with UMMS, nor shall their Family Members. If the Governance 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 UMMS, the Governance Committee shall recommend to the Executive Committee appropriate corrective action to be taken. All invitations for bids, proposals or solicitations for offers include the following provision: Any vendor, supplier or contractor must disclose any actual or potential transaction with any organization officer, director, employee or member of the medical staff, including family members within five days of the transaction. Failure to comply with this provision is a material breach of agreement.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS.
Form 990, Part VI, Line 15b Process to establish compensation of other employees	THE ORGANIZATION DETERMINES THE EXECUTIVE COMPENSATION PAID TO ITS EXECUTIVES IN THE FOLLOWING MANNER PRESCRIBED IN THE IRS REGULATIONS: EXECUTIVE COMPENSATION PACKAGES ARE DETERMINED BY A COMMITTEE OF THE BOARD THAT IS COMPOSED ENTIRELY OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST. THE COMMITTEE ACQUIRES CREDIBLE COMPARABILITY MARKET DATA CONCERNING THE COMPENSATION PACKAGES OF SIMILARLY SITUATED EXECUTIVES. THE COMMITTEE CAREFULLY REVIEWS THAT DATA, THE EXECUTIVE'S PERFORMANCE AND THE PROPOSED COMPENSATION PACKAGES DURING THE DECISION MAKING PROCESS. THE COMMITTEE MEMORIALIZES ITS DELIBERATIONS IN DETAILED MINUTES REVIEWED AND ADOPTED AT THE NEXT-FOLLOWING MEETING. THE COMMITTEE SEEKS AN OPINION OF COUNSEL THAT IT HAS MET THE REQUIREMENTS OF THE IRS INTERMEDIATE SANCTIONS REGULATIONS.
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 11 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 VIII, Line 11d Other Miscellaneous Revenue	Other revenue - Total Revenue: 310416, Related or Exempt Function Revenue: 310416, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part IX, Line 11g Other Fees	PHYSICIAN SERVICES - Total Expense: 10283433, Program Service Expense: 10283433, Management and General Expenses: 0, Fundraising Expenses: 0; CORPORATE ALLOCATIONS - Total Expense: 13049529, Program Service Expense: 0, Management and General Expenses: 13049529, Fundraising Expenses: 0; CONTRACT SERVICES - Total Expense: 6797990, Program Service Expense: 6223809, Management and General Expenses: 574181, Fundraising Expenses: 0; TEMP LABOR - Total Expense: 4825266, Program Service Expense: 4825266, Management and General Expenses: 0, Fundraising Expenses: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	CHANGE IN KERNAN ENDOWMENT SUPPORT - 5737944; CORP DEPRECIATION ALLOCATION - -1337072; IT ENTERPRISE AND ROAD MAP ALLOCATION - 1235480;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SHIPLEY'S PHYSICAL THERAPY CENTER LLC
2200 KERNAN DRIVE	BALTIMORE	MD	21207	522061788	HEALTHCARE	MD	$58,762	$0	UM REHAB
UM REHAB INSTITUTE OF SOUTHERN MARYLAND
2200 KERNAN DRIVE	BALTIMORE	MD	20207		HEALTHCARE	MD	$133,207,929	$200,033,482	UM REHAB

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
219 South Washington Street	Easton	MD	21601	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
100 BROWN STREET	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
UNIVERSITY OF MARYLAND COMMUNITY MEDICAL
219 South Washington Street	Easton	MD	21601	521874111	HEALTHCARE	MD	501(c)(3)	3	UMSRH	false
SHORE HEALTH SYSTEM INC
219 SOUTH WASHINGTON STREET	EASTON	MD	21601	520610538	HEALTHCARE	MD	501(c)(3)	3	UMSRH	false
UMMS FOUNDATION INC
22 SOUTH GREENE STREET	BALTIMORE	MD	21201	522238893	FUNDRAISING	MD	501(c)(3)	Type I	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	264737028	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 I	UMMSC	false
DIMENSIONS HEALTH CORPORATION
901 Harry S Truman Dr N	UPPER MARLBORO	MD	20785	521289729	HEALTHCARE	MD	501(c)(3)	3	UMMSC	false
DIMENSIONS HEALTHCARE ASSOCIATES
901 Harry S Truman Drive N	Upper Marlboro	MD	20785	521902711	HEALTHCARE	MD	501(c)(3)	Type I	UMCAPRH	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 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
BALTIMORE WASHINGTON IMAGING
301 HOSPITAL DRIVE	GLEN BURNIE	MD	21061	200806027	HEALTHCARE	MD	UMBWMS	N/A	false	false
UNIVERSITYCARE LLC
419 W Redwood St Ste 220	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 (12 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	EINEIN
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	HEALTHCARE	MD	NA	C Corporation	false	522176314
UNIVERSITY MIDTOWN PROF CENTER
827 LINDEN AVENUE	BALTIMORE	MD	21201	REAL ESTATE	MD	NA	C Corporation	false	521891126
UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE
900 Elkridge Landing Rd	Linthicum	MD	21090	INSURANCE	MD	NA	C Corporation	false	452815722
UPPER CHESAPEAKE HEALTH VENTURES INC
520 UPPER CHESAPEAKE DR	BEL AIR	MD	21014	HEALTHCARE	MD	NA	C Corporation	false	522031264
UPPER CHESAPEAKE MEDICAL CENTER LAND CON
520 UPPER CHESAPEAKE DR	BEL AIR	MD	21014	REAL ESTATE	MD	NA	C Corporation	false	770674478
UPPER CHESAPEAKE MEDICAL OFFICE BUILDING
520 UPPER CHESAPEAKE DR	BEL AIR	MD	21014	REAL ESTATE	MD	NA	C Corporation	false	521946829
SHORE ORTHOPEDICS INC
219 S WASHINGTON STREET	EASTON	MD	21601	HEALTHCARE	MD	NA	C Corporation	false	371817262
MADISON MANOR INC
5801 42ND AVE	HYATTSVILLE	MD	20781	HEALTHCARE	MD	NA	C Corporation	false	521269059
AFFILIATED ENTERPRISES INC
901 Harry S Truman Dr N	Upper Marlboro	MD	20785	HEALTHCARE	MD	NA	C Corporation	false	521542144
RIVERSIDE HEALTH OF DELAWARE INC
900 Elkridge Landing Rd	Linthicum	MD	21090	HEALTHCARE	DE	NA	C Corporation	false	463205820
RIVERSIDE HEALTH OF DC INC
900 Elkridge Landing Rd	Linthicum	MD	21090	HEALTHCARE	DC	NA	C Corporation	false	461411713

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	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	Yes (true)	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	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	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	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd