2022-05-11T14:06:27-05:00 2021-06-30 990 2020-07-01 522019696 SUBURBAN HOSPITAL FOUNDATION INC SUBU 3018963971 8600 OLD GEORGETOWN ROAD BETHESDA MD 208141497 MARTIN BASSO SR VP FIN. & TREASURER 3018963971 2022-05-11 MARTIN BASSO XXX-XX-XXXX 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARTIN BASSO 8600 OLD GEORGETOWN ROAD BETHESDA MD 208141497 3991343 0 X WWW.SUBURBANHOSPITAL/CHARITABLEGIVING.ORG X 1995 MD SUPPORTING ORGANIZATION FOR SUBURBAN HOSPITAL, INC. 28 28 8 0 0 0 12031713 3308373 0 0 105606 639334 -13745 43636 12123574 3991343 1040245 1805548 0 0 838679 975629 0 0 597026 1008567 288816 2887491 3069993 9236083 921350 43359285 34020378 304288 211974 43054997 33808404 X THE SUBURBAN HOSPITAL FOUNDATION RAISES AND DISTRIBUTES PHILANTHROPIC GIFTS IN SUPPORT OF THE PROGRAMS AND PRIORITIES OF THE MEMBER (SUBURBAN HOSPITAL, INC. 52-0610545). THE CORPORATION SHALL HAVE SUCH OTHER OBJECTIVES AS ARE APPROVED BY THE BOARD OF TRUSTEES AND THE MEMBER. 0 0 339038 339038 0 SUBURBAN HOSPITAL FOUNDATION PROVIDES SUPPORT FOR SUBURBAN HOSPITAL'S EMERGENCY PREPAREDNESS PLAN. HOSPITALS PLAY A CRITICAL ROLE IN PROVIDING COMMUNITIES WITH ESSENTIAL MEDICAL CARE DURING ALL TYPES OF DISASTER. DEPENDING ON THEIR SCOPE AND NATURE, DISASTERS CAN LEAD TO A RAPIDLY INCREASING SERVICE DEMAND THAT CAN OVERWHELM THE FUNCTIONAL CAPACITY AND SAFETY OF HOSPITALS AND THE HEALTH-CARE SYSTEM AT LARGE. DISASTER GRANT FUNDS ARE UTILIZED TO SUPPORT THE "ALL HAZARDS" EMERGENCY PREPAREDNESS PLANNING PARADIGM FOR HOSPITALS. 136550 136550 0 SUBURBAN HOSPITAL FOUNDATION PROVIDES FUNDING FOR THE CASEY RN SCHOLARSHIP FOR NURSING EXCELLENCE PROGRAM. THE INTEREST EARNED FROM THE CORPUS OF THE EUGENE B. CASEY ENDOWMENT FUND SHALL BE USED TO PROVIDE SCHOLARSHIP GRANTS TO SUPPORT THE UNDERGRADUATE TUITION OF STUDENTS PURSUING DEGRESS IN NURSING; AND TO PROVIDE GRANTS TO SUPPORT THE TUITION OF EXISTING NURSES AND OTHER KEY CAREGIVERS SEEKING GRADUATE DEGREES IN NURSING, AND OTHER ADVANCED TRAINING DEEMED VITAL TO THE IMPROVEMENT OF PATIENT CARE AND THE RETENTION OF OUTSTANDING CAREGIVERS AT SUBURBAN HOSPITAL, INC. 196249 196249 0 SUBURBAN HOSPITAL FOUNDATION PROVIDES FUNDING FOR THE NURSING EXCELLENCE FUND IN COLLABORATION WITH SUBURBAN HOSPITAL, INC. THIS PROGRAMS IS USED TO PROMOTE EFFECTIVE NURSING INTERVENTIONS, EFFICIENT CARE, AND IMPROVED OUTCOMES FOR PATIENTS, AND TO PROVIDE THE BEST AVAILABLE EVIDENCE FOR CLINICAL, ADMINISTRATIVE, AND EDUCATIONAL DECISION MAKING. SUPPORT FOR THE TRAINING AND ADVANCEMENT OF OUR CURRENT NURSES AND THEIR PROFESSIONAL PRACTICE OF THE ART AND SCIENCE OF NURSING, INCLUDING NURSING GOVERNANCE, QUALITY, PREPARATION AND ENGAGEMENT. 1667645 1133711 43636 1667645 1133711 43636 2339482 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 X 6 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X CYNTHIA MERZ 3018963100 8600 OLD GEORGETOWN ROAD BETHESDA MD 20814 KATIE JAGGERS-LUKWICK TRUSTEE, CHAIRMAN 4.00 X 0 0 0 JULIE FUTROVSKY TRUSTEE, VICE CHAIRMAN 4.00 X 0 0 0 JACQUELINE BEALE TRUSTEE 4.00 X 0 0 0 MARY ELLEN BELIVEAU TRUSTEE 4.00 X 0 0 0 JOHN BOWIS TRUSTEE 4.00 X 0 0 0 MATT BROWN TRUSTEE 4.00 X 0 0 0 STACI CAPUANO TRUSTEE 4.00 X 0 0 0 CAROLYN CARPENTER MHA FACHE TRUSTEE 4.00 21.00 X 0 0 0 DIANE L COLGAN MD TRUSTEE 4.00 X 0 0 0 CHRIS DOHERTY TRUSTEE 4.00 X 0 0 0 DOUG FORMAN MD TRUSTEE 4.00 X 0 0 0 MICHELLE GLENNON TRUSTEE 4.00 X 0 0 0 MICHAEL HIBLER TRUSTEE 4.00 X 0 0 0 CHRISTINA KEARNS TRUSTEE 4.00 X 0 0 0 RYAN KUEHL TRUSTEE 4.00 X 0 0 0 JOSEPH LINSTROM TRUSTEE 4.00 X 0 0 0 THOMAS MATTHEW MD TRUSTEE, VICE CHAIRMAN 4.00 X 0 0 0 TOM MURPHY TRUSTEE 4.00 X 0 0 0 KIM NATOVITZ TRUSTEE 4.00 X 0 0 0 CHARLES POSTAL TRUSTEE 4.00 X 0 0 0 ANABEL QUINTERO TRUSTEE 4.00 X 0 0 0 STEVEN RUM TRUSTEE 4.00 X 0 0 0 WENDI SAGER TRUSTEE 4.00 X 0 0 0 LISA SLATER TRUSTEE 4.00 X 0 0 0 DANIEL J VALAIK MD TRUSTEE 4.00 X 0 0 0 JUDITH M WALKER TRUSTEE 4.00 X 0 0 0 MICHAEL WARSAW TRUSTEE 4.00 X 0 0 0 LELAND WEINSTEIN TRUSTEE 4.00 X 0 0 0 JACKY SCHULTZ TRUSTEE, PRESIDENT & CEO 4.00 56.00 X X 0 0 0 JOSEPH LINSTROM TRUSTEE 4.00 56.00 X 0 0 0 MARTY BASSO TRUSTEE & TREASURER 4.00 21.00 X X 0 0 0 LEIGHANN SIDONE RN TRUSTEE, PRESIDENT & CEO 4.00 56.00 X X 0 0 0 CYNTHIA MERZ VP FOUNDATION 50.00 X 169504 0 34177 JESSICA THOMAS MELTON MHA PRESIDENT & CEO 4.00 56.00 X 0 0 0 STACEY GOLDSAMT DIRECTOR OF DEVELOPMENT 50.00 X 125083 0 7181 JANINE WERKMAN ASSOC DIR DEVELOPMENT 50.00 X 106171 0 18198 400758 0 59556 2 0 1 0 0 18086 3290287 236964 3308373 379579 379579 259755 0 259755 259755 259755 0 18086 0 0 OTHER 900099 43636 43636 43636 3991343 43636 0 639334 1578341 1578341 227207 227207 184200 58944 14736 110520 630298 282023 70506 277769 161131 57796 14449 88886 36703 29362 7341 250 250 96706 16196 4049 76461 14269 14269 91664 73331 18333 263 263 69 55 14 CONTRACT SERVICES 45037 13143 3286 28608 MEMBERSHIP DUES 3555 2844 711 LICENSES & REGISTRATION 300 240 60 3069993 2339482 133485 597026 11806263 8160918 194480 207790 0 0 0 0 31358542 25651670 43359285 34020378 89105 74017 215183 137957 304288 211974 X 88370 2886955 42966627 30921449 43054997 33808404 43359285 34020378 X 921350 -10167943 X 0 1 X 1 0 X X 1 SUBURBAN HOSPITAL INC 520610545 3 1 1578341 0 1 1578341 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO AFFILIATES 137291 DEFERRED L/T OPERATING EXPENSES 666 137957 X 2739000 0 2739000 1252343 1252343 3991343 2806000 0 2806000 263993 263993 3069993 PART X, LINE 2: FASB'S GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY OF INCOME TAX POSITIONS. THIS GUIDANCE DEFINES THE THRESHOLD FOR RECOGNIZING TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS AS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THIS GUIDANCE ALSO PROVIDES GUIDANCE ON THE MEASUREMENT, CLASSIFICATION AND DISCLOSURE OF TAX RETURN POSITIONS IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS ADOPTED THIS GUIDANCE, AND THERE WAS NO IMPACT ON ITS FINANCIAL STATEMENTS DURING THE YEARS ENDED JUNE 30, 2021 AND 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTION -1,578,341. INCOME MOVED FROM NET ASSETS 3,331,315. GIFT TAX EXPENSE -760,107. ROUNDING -279. REALIZED GAIN ON INVESTMENT 259,755. PART XII, LINE 4B - OTHER ADJUSTMENTS: MOVED FROM TEMP RESTRICTED 227,207. ROUNDING 83. INVESTMENT MANAGEMENT FEES MOVED FROM NET ASSETS 36,703. SAKS EVENT 18086 18086 18086 18086 1 SUBURBAN HOSPITAL INC 8600 OLD GEORGETOWN ROAD BETHESDA MD 208141497 520610545 501(C)(3) 1578341 SUPPORT FOR THE HOSPITAL 1 SCHOLARSHIPS 31 200400 PART I, LINE 2: THE BOARD OF TRUSTEES HAS DELEGATED THE FACILITATION AND ACCOUNTING FOR ALL GRANT PROGRAMS ADMINISTERED BY SUBURBAN HOSPITAL FOUNDATION, INC. TO THE OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF THE ORGANIZATION. X X X X X 0 0 0 0 0 0 0 1 0 CYNTHIA MERZ VP FOUNDATION 134122 0 8171 0 27211 0 7760 0 26417 0 203681 0 0 0 PART I, LINE 7 THE EXECUTIVES AND DIRECTORS ARE PAID BY THE JOHNS HOPKINS HEALTH SYSTEM, THE PARENT OF THE RELATED ORGANIZATION SUBURBAN HOSPITAL, INC. THEY PARTICIPATE IN AN ANNUAL INCENTIVE PLAN. THE ANNUAL INCENTIVE PLAN HAS THREE POTENTIAL PAYOUT LEVELS - THRESHOLD, TARGET AND MAXIMUM. EACH YEAR SPECIFIC TARGETS ARE ESTABLISHED IN THE AREAS OF QUALITY PATIENT SATISFACTION, FINANCE, HUMAN RESOURCES AND INDIVIDUAL PERFORMANCE. THE INCENTIVE AMOUNT DEPENDS ON THE LEVEL ACCOMPLISHED DURING THE YEAR. THE EMPLOYEES OF SUBURBAN FOUNDATION PARTICIPATE IN AN ANNUAL INCENTIVE PROGRAM THAT IS BASED ON BUSINESS ACTIVITY AND INDIVIDUAL PERFORMANCE. THE ANNUAL INCENTIVE PLAN HAS THREE POTENTIAL PAYOUT LEVELS - THRESHOLD, TARGET AND MAXIMUM. BARTON LEONARD FORMER TRUSTEE 288294 SEE PART V DR. LEONARD HOLDS AN OWNERSHIP INTEREST IN BETHESDA EMERGENCY ASSOCIATES "BEA". SUBURBAN HOSPITAL PAID BEA FOR PROGRAM SERVICES AND PHYSICIAN SUPPORT. 0 X 4 236964 FMV 0 1 0 FORM 990, PART V, LINES 2A & 2B THE 8 EMPLOYEES REPORTED ON LINE 2A ARE PAID AND REPORTED ON FORM W-3 BY THE SUPPORTED ORGANIZATION SUBURBAN HOSPITAL, INC.(52-0610545). ALL REQUIRED FEDERAL AND STATE EMPLOYMENT TAX RETURNS ARE FILED BY SUBURBAN HOSPITAL, INC. FORM 990, PART VI, SECTION A, LINE 6 SUBURBAN HOSPITAL, INC., A IRC 501(C)(3) TAX EXEMPT ORGANIZATION, IS THE SOLE CORPORATE MEMBER OF SUBURBAN HOSPITAL FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A SUBURBAN HOSPITAL, INC., THE IRC 501C (3) TAX EXEMPT SUPPORTED ORGANIZATION OF SUBURBAN HOSPITAL FOUNDATION, INC. ELECTS THE MAJORITY OF THE BOARD OF TRUSTEES AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY OF SUBURBAN HOSPITAL, INC. IS EMPOWERED BY ITS BY-LAWS TO MAKE CERTAIN DECISIONS; ALL OTHER DECISIONS ARE SUBJECT TO APPROVAL OF THE PARENT ORGANIZATION JOHNS HOPKINS HEALTH SYSTEM CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES AND THE EXECUTIVE COMMITTEE BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS A PART OF THE ANNUAL DISCLOSURE STATEMENT PROCESS. ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST AND TO COMPLY WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 EVERY THREE YEARS AN INDEPENDENT STUDY IS CONDUCTED GATHERING INDUSTRY COMPENSATION AVERAGES FROM SELECT PEER INSTITUTIONS. EVERY YEAR THE JOHNS HOPKINS BOARD OF TRUSTEES COMPENSATION COMMITTEE REVIEWS COMPENSATION AMOUNTS FOR OFFICERS AND ALL EMPLOYEES AT THE DIRECTOR AND HIGHER LEVELS. FORM 990, PART VI, SECTION C, LINE 19 INTERNAL POLICIES, INCLUDING CONFLICT OF INTERST POLICY, ARE PROVIDED TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST, THE GOVERNING DOCUMENTS HAVE BEEN MADE AVAILABLE IN OUR PUBLIC FILING WITH THE STATE OF MARYLAND AND THE INTERNAL REVENUE SERVICE. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INVESTMENT 5,295,487. NET ASSETS RELEASED FROM RESTRICTION -15,463,430. SUBURBAN HOSPITAL INC 8600 OLD GEORGETOWN ROAD BETHESDA MD 208141497 520610545 HOSPITAL MD 501 (C)(3) 3 JOHNS HOPKINS HEALTH SYSTEM CORPORATION 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0