2020-04-28T13:45:13-05:00 2019-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2018-07-01 510329224 UPPER BAY COUNSELING & SUPPORT SERVICES INC AND AFFILIATE UPPE 4109965104 200 BOOTH STREET ELKTON MD 21921 SUANNE BLUMBERG CEO 4109965104 2020-04-28 1 JAMES E CRISP P00025401 4106855512 2020-04-28 144.121.150.146 2020-04-28 13:45:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7ED660B1DA5B7572EB4EFB1F9341951127F9693C 2018 2021-01-29 14:40:06Z SUANNE BLUMBERG 200 BOOTH STREET ELKTON MD 21921 13482855 0 X WWW.UPPERBAY.ORG X 1990 MD PROVIDES A BROAD AND EXPANDING RANGE OF HIGH QUALITY BEHAVIORAL HEALTH AND COMMUNITY SERVICES. 13 12 268 4 0 0 356060 368276 12587713 13089466 48561 5823 16407 14794 13008741 13478359 0 0 0 0 10941613 10616307 0 0 0 2804775 2424106 13746388 13040413 -737647 437946 3137474 3041296 2526619 1996975 610855 1044321 X UPPER BAY COUNSELING & SUPPORT SERVICES PROVIDES A BROAD AND EXPANDING RANGE OF HIGH QUALITY BEHAVIORAL HEALTH AND COMMUNITY SERVICES. WE PROMOTE WELLNESS AND UPHOLD THE DIGNITY OF OUR CONSUMERS. (SEE SCHEDULE O FOR CONTINUATION)WE ARE DEDICATED TO EXCELLENCE, THROUGH CREATIVITY, FLEXIBILITY, AND TEAMWORK. WE SERVE AND ADVOCATE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES. 0 0 1349535 1783509 THE SUNRISE RESIDENTIAL REHABILITATION PROGRAM (RRP) IS A COMMUNITY BASED RESIDENTIAL HOUSING PROGRAM LOCATED IN CECIL COUNTY. RESIDENTS LIVE IN A GROUP HOME SETTING WITH TWENTY-FOUR HOUR SUPERVISION, OR AN APARTMENT SETTING WITH TWENTY-FOUR HOUR STAFF AVAILABILITY AND SUPPORT. THE PROGRAM HAS SIX GENERAL BEDS, AND THIRTY-TWO INTENSIVE BEDS. IN ADDITION TO MANAGING MENTAL HEALTH SYMPTOMS, RESIDENTS ARE SUPPORTED AND ENCOURAGED TO DEVELOP LIFE SKILLS NEEDED TO SUCCESSFULLY TRANSITION OUT OF THE RESIDENTIAL PROGRAM AND LIVE INDEPENDENTLY IN THE COMMUNITY. THE GOAL OF RRP IS TO SUPPORT CLIENTS TO GROW IN THEIR OWN RECOVERY, SO THAT THEY MAY REMAIN IN THE COMMUNITY, PREVENTING RE-HOSPITALIZATION, AND GAINING SKILLS NEEDED TO TRANSITION FULLY INTO INDEPENDENT LIVING. 1140162 1546626 THE CECIL SCHOOL BASED PROGRAM OFFERS COMPREHENSIVE EMOTIONAL AND BEHAVIORAL HEALTH SERVICES TO THE CHILDREN IN NEED BY PROVIDING THERAPY AND OTHER CLINICAL SERVICES TO STUDENTS IN CECIL COUNTY'S PUBLIC SCHOOLS. OUR LICENSED THERAPISTS WORK WITH CHILDREN IN THE SCHOOL SETTING WHO NEED ASSISTANCE BY OFFERING INDIVIDUAL, GROUP AND FAMILY COUNSELING. IN ADDITION, SCHOOL-BASED COUNSELORS REGULARLY CONSULT WITH SCHOOL PERSONNEL AND ATTEND CONFERENCES DIRECTLY RELATED TO THE STUDENTS' TREATMENT AND ACADEMIC STATUS. COUNSELORS ALSO PROVIDE CARE COORDINATION SERVICES, WHICH LINK THE BEHAVIORAL HEALTH SERVICES WITH SCHOOL BEHAVIOR, FAMILY ENVIRONMENT AND FUNCTIONING, AND OTHER AGENCIES THAT MAY BE INVOLVED WITH THE STUDENT. 1000226 1035727 OUTPATIENT SERVICE PROVIDERS IN OUR ROUTE 40 OFFICE OFFER INDIVIDUAL THERAPY, GROUP THERAPY, FAMILY THERAPY, HOME-BASED SERVICES AND CO-OCCURRING DISORDERS TREATMENT, PRIMARILY TO CECIL COUNTY RESIDENTS. THE PROVIDERS ARE MASTER'S AND DOCTORAL LEVEL THERAPISTS (INCLUDING COUNSELORS, SOCIAL WORKERS, AND PSYCHOLOGISTS). CLIENTS MEET WITH THEIR THERAPIST REGULARLY TO GAIN A BETTER UNDERSTANDING ABOUT THEIR BEHAVIORAL HEALTH SYMPTOMS AND DIAGNOSIS, AND TO DEVELOP NEW COPING STRATEGIES TO PROMOTE BEHAVIORAL HEALTH WELLNESS AND LONG-TERM RECOVERY. CLIENTS WORK WITH THEIR THERAPISTS ON THEIR INDIVIDUALIZED TREATMENT PLAN TO MEASURE THEIR PROGRESS TOWARD THEIR GOALS OF TREATMENT. 7896110 8736953 VARIOUS OTHER PROGRAMS 7896110 8736953 11386033 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 20 0 1 268 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 MD X ELLEN RILEY 4109963400 200 BOOTH STREET ELKTON MD 21921 KEVIN URICK PRESIDENT 1.50 X X 0 0 0 MICHAEL GORDON VICE PRESIDENT 1.50 0.20 X X 0 0 0 PATRICIA D FOLK SECRETARY 1.00 X X 0 0 0 CLINTON REDDIG TREASURER 1.00 X X 0 0 0 SUANNE BLUMBERG CEO AND MEMBER 40.00 0.20 X X 125792 0 8954 KAROLYN BOWE ESQ MEMBER 0.75 X 0 0 0 ALAN SEXTON MEMBER 0.75 X 0 0 0 NANCY HALL MEMBER 0.75 X 0 0 0 JASON BRADY MEMBER 0.75 X 0 0 0 SHARYN NESNOW MEMBER 0.75 0.20 X 0 0 0 JOHN SCHAFFER MEMBER 0.75 X 0 0 0 CYNTHIA WINGATE MEMBER 0.75 X 0 0 0 BRONWYN MARTIN MEMBER 0.75 X 0 0 0 ELLEN D RILEY DIRECTOR OF FINANCE 40.00 X 72793 0 30420 HINA AAMIR PSYCHIATRIST 32.00 X 217251 0 33284 SETH CROSSAN NURSE PRACTITIONER 40.00 X 112607 0 35969 LESLIE MORRIS MD PSYCHIATRIST 24.00 X 141527 0 12940 RALPH SCOVILLE MD PSYCHIATRIST 25.00 X 124521 0 0 794491 0 121567 5 0 1 0 0 1965 358706 7605 1400 368276 FEES FOR SERVICES 624100 12729747 12729747 RESIDENTIAL CLIENT FEES 624100 309060 309060 EMPLOYMENT SUPPORT SERVICES 624100 16348 16348 COUNSELING SERVICES 624100 10365 10365 COMMUNITY EDUCATION SERVICES 624100 9310 9310 14636 14636 13089466 1062 1062 4761 0 4761 4761 4761 5941 1965 4496 1445 1445 MANAGEMENT FEES 624100 13303 13303 OTHER 624100 46 46 13349 13478359 13102815 0 7268 242765 242765 8493441 7686759 806682 163531 150627 12904 1058042 954480 103562 658528 581424 77104 880 880 34385 34385 168698 167048 1650 10911 10911 270857 210506 60351 456390 389541 66849 104267 72987 31280 168475 117990 50485 74402 59938 14464 TRANSPORTATION 440720 405613 35107 CLIENT SERVICES 257155 257155 SERVICE FEES 121317 49391 71926 FOOD COSTS 96529 94024 2505 219120 187670 31450 13040413 11386033 1654380 0 58536 54179 233509 126407 856537 993056 55180 38212 4488631 2701707 1902664 1786924 11065 11635 14000 19983 16883 3137474 3041296 592174 612951 1923380 1367909 11065 16115 2526619 1996975 X 610855 1044321 610855 1044321 3137474 3041296 X 437946 -4480 X X 0 1 X 1 0 X 448902 529631 587573 356060 368276 2290442 11598419 12516794 12221328 12601736 13102815 62041092 12047321 13046425 12808901 12957796 13471091 64331534 0 0 0 64331534 1083 1224 1003 1081 1062 5453 1083 1224 1003 1081 1062 5453 12048404 13047649 12809904 12958877 13472153 64336987 0.99990 0.99990 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 297760 297760 2355224 1100512 1254712 283794 213960 69834 1473612 1308994 164618 78241 78241 0 1786924 DEFERRED COMPENSATION 11635 PAYABLE, OTHER 4480 16115 X 13478359 0 13478359 0 13478359 13044893 4480 4480 13040413 0 13040413 PART X, LINE 2: UPPER BAY COUNSELING & SUPPORT SERVICES, INC. HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVERSAL OF INCOME TAXES ACCRUED FOR REPEAL OF QUAL. TRANSPORTATION FRINGE 4,480. X X X 0 0 0 0 0 0 0 0 0 HINA AAMIR PSYCHIATRIST 217251 0 0 0 0 0 0 0 33284 0 250535 0 0 0 LESLIE MORRIS MD PSYCHIATRIST 141527 0 0 0 0 0 4189 0 8751 0 154467 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO, DIRECTOR OF FINANCE, AND THE BOARD FINANCE COMMITTEE PRIOR TO FILING. IT IS PROVIDED TO ALL OTHER BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AT THE BEGINNING OF THE FISCAL YEAR THE GOVERNING BOARD AND KEY EMPLOYEES ARE ASKED TO UPDATE THEIR STATUS WITH CONFLICT OF INTEREST FORM. CONFLICT OF INTEREST FORMS AND DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMMITTEE, AND CONFLICTS ARE IDENTIFIED AND RESOLVED AS DEEMED APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PERSONNEL COMMITTEE CONDUCTS ANNUAL PERFORMANCE REVIEWS OF THE CEO, WHO IS NOT A MEMBER OF THAT COMMITTEE. THE COMMITTEE THEN RECOMMENDS A MERIT SALARY ADJUSTMENT BY REFERENCE TO AN INDEPENDENT SALARY SURVEY FOR SIMLIAR POSITIONS IN THE REGION TO ENSURE THE ADJUSTED SALARY FALLS WITHIN ITS COMPARABLE RANGE. THE HUMAN RESOURCES DEPARTMENT PERFORMS MARKET RESEARCH AND INTERNAL COMPARISONS FOR ALL OTHER EMPLOYEES. MANAGEMENT'S COMPENSATION COMMITTEE REVIEWS AND APPROVES ANY PROPOSED COMPENSATION PER EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: ACC. UBI TAX LIABLITY FOR REPEALED QUALIFIED TRANSPORTATION FRINGE BENEFITS -4,480. FORM 990, PART XII, LINE 2C: DRAFT AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE CEO, DIRECTOR OF FINANCE, AND FINANCE COMMITTEE OF THE BOARD PRIOR TO FINALIZATION. SUSQUEHANNA COUNSELING SERVICES LLC 200 BOOTH STREET ELKTON MD 21921 454669862 COUNSELING SERVICES MD 241142 35852 UPPER BAY COUNSELING & SUPPORT SERVICES FIVE RIVERS HOMES INC 200 BOOTH STREET ELKTON MD 21921 331114602 AFFORDABLE HOUSING TO PERSONS WITH CHRONIC MENTAL DISABILITIES MD 501(C)(3) LINE 7 N/A 0 HIGH STREET HOMES 200 BOOTH STREET ELKTON MD 21921 300470783 AFFORDABLE HOUSING TO PERSONS WITH CHRONIC MENTAL DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FIVE RIVERS HOMES INC D 2013 ACCOUNTS RECEIVABLE DUE TO SPONSO HIGH STREET HOMES INC D 3581 ACCOUNTS RECEIVABLE DUE TO SPONSO FIVE RIVERS HOMES INC L 6448 MANAGEMENT FEE PER AGREEMENT HIGH STREET HOMES INC L 6855 MANAGEMENT FEE PER AGREEMENT FIVE RIVERS HOMES INC N 1324 GEN LIAB. & PROPERTY INSURANCE HIGH STREET HOMES INC N 3306 GEN LIAB. & PROPERTY INSURANCE FIVE RIVERS HOMES INC O 10705 OFFICE & MAINTENANCE STAFF TIME HIGH STREET HOMES INC O 21155 OFFICE & MAINTENANCE STAFF TIME FIVE RIVERS HOMES INC Q 33282 INTERCOMPANY CHARGES RECORDED HIGH STREET HOMES INC Q 56756 INTERCOMPANY CHARGES RECORDED