U OF M REHAB & ORTHOPAEDIC INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- U OF M REHAB & ORTHOPAEDIC INSTITUTE (EIN 52-0591639)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-02
- IRS object ID
- 202041849349301409
- Schema version
- 2018v3.1
- 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 | 2020-07-02T09:30:38-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | W WALTER AUGUSTIN III | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN LOWE | PreparerPersonNm |
| PTIN | P01866796 | PTIN |
| Phone | 2023276000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UM Rehabilitation & Orthopedic Institute | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA KELLEHER | 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 | $137,926,843 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 805 | TotalEmployeeCnt |
| Total Volunteers | 77 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $814,146 | PYContributionsGrantsAmt |
| CY Contributions Grants | $712,353 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $114,624,719 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $113,660,098 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,027,650 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,077,337 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,843,068 | PYOtherRevenueAmt |
| CY Other Revenue | $1,821,190 | CYOtherRevenueAmt |
| PY Total Revenue | $118,309,583 | PYTotalRevenueAmt |
| CY Total Revenue | $117,270,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $49,160,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $50,156,539 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $64,426,209 | PYOtherExpensesAmt |
| CY Other Expenses | $63,249,877 | CYOtherExpensesAmt |
| PY Total Expenses | $113,586,609 | PYTotalExpensesAmt |
| CY Total Expenses | $113,411,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,722,974 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,859,562 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $163,537,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,959,922 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,375,904 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,780,622 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $118,161,439 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $123,179,300 | NetAssetsOrFundBalancesEOYAmt |
| Mission | JAMES L KERNAN HOSPITAL, DOING BUSINESS AS UM REHABILITATION & ORTHOPEDIC 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 | $99,773,434 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Revenue | $115,177,531 | 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 THAT $1,299,614 OF CHARITY CARE AT COST WAS PROVIDED IN THE YEAR ENDED JUNE 30, 2019. OVERALL, UM REHAB DELIVERS INNOVATIVE HIGH QUALITY, COST EFFECTIVE SURGICAL AND REHABILITATION SERVICES TO ITS COMMUNITY. | Desc |
| Total Program Service Expenses | $99,773,434 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 805 | 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 | Yes (true) | 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | ED WUENSCHELL | 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|
| John W Ashworth III | |||||||||
| DIRECTOR | 1.0 | 61.0 | Yes (X) | Yes (X) | $0 | $653,119 | $36,969 | ||
| John T Chay | |||||||||
| BOARD CHAIRMAN | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert A Chrencik | |||||||||
| TREASURER (ENDED 04/19) | 1.0 | 61.0 | Yes (X) | Yes (X) | $0 | $2,634,806 | $36,554 | ||
| George Brouillet Jr | |||||||||
| DIRECTOR | 8.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Alison G Brown | |||||||||
| DIRECTOR (ENDED 08/18) | 1.0 | 42.0 | Yes (X) | $0 | $682,531 | $33,288 | |||
| Anthony T Hawkins | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Leon Kaplan | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Anthony F Lehman | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William F Peck | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Andrew N Pollak | |||||||||
| DIRECTOR | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael T Wilmot | |||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Henry York | |||||||||
| DIRECTOR, EX-OFFICIO | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Karen E Doyle | |||||||||
| DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $376,796 | $41,779 | |||
| W Walter Augustin III | |||||||||
| VP FINANCIAL SERVICES AND CFO | 40.0 | 0 | Yes (X) | $318,628 | $0 | $32,030 | |||
| Cynthia Kelleher | |||||||||
| PRESIDENT AND CEO | 40.0 | 0 | Yes (X) | $630,580 | $0 | $32,710 | |||
| Krishnaj Gourab | |||||||||
| VP MEDICAL AFFAIRS AND CMO | 40.0 | 0 | $263,746 | $0 | $30,743 | Yes (X) | |||
| Cheryl D Lee | |||||||||
| VP PATIENT SERVICES AND CNO | 40.0 | 0 | $281,796 | $0 | $26,559 | Yes (X) | |||
| Nadeem Aslam | |||||||||
| DIRECTOR OF PHARMACY | 40.0 | 0 | $168,380 | $0 | $21,661 | Yes (X) | |||
| James W Collins | |||||||||
| PHARMACIST | 40.0 | 0 | $156,234 | $0 | $38,502 | Yes (X) | |||
| Sherry Lamons | |||||||||
| CLINICAL NURSE | 40.0 | 0 | $159,140 | $0 | $22,548 | Yes (X) | |||
| Srinivasa Rao Piratla | |||||||||
| PHARMACIST | 40.0 | 0 | $148,782 | $0 | $34,720 | Yes (X) | |||
| Lobna Zada | |||||||||
| DENTAL CLINICAL CHIEF | 40.0 | 0 | $243,148 | $0 | $30,878 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,370,434 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,347,252 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $418,941 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 77 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 |
|---|---|---|---|---|---|---|
| CROSS COUNTRY STAFFING INC | ||||||
| PO BOX 404674 | Atlanta | GA | 30384 | STAFFING | $4,599,424 | |
| MARYLAND INPATIENT CARE SPECIALIST LLC | ||||||
| 7250 PARKWAY DRIVE | HANOVER | MD | 21076 | HOSPITAL SERVICES | $2,065,091 | SUITE 500 |
| ARAMARK CORPORATION | ||||||
| 27310 NETWORK PLACE | CHICAGO | IL | 60673 | FOOD SERVICES | $1,663,717 | |
| MARYLAND INTERPRETING SERVICES | ||||||
| PO BOX 840292 | Dallas | TX | 75284 | Staffing | $837,241 | |
| CHESAPEAKE NETCRAFTSMEN LLC | ||||||
| PO BOX 69010 | BALTIMORE | MD | 21264 | IT CONSULTING | $416,335 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 26 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $712,353 | RelatedOrganizationsAmt |
| Total Contributions | $712,353 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $113,660,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,660,098 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
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 | $113,660,098 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $545,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $545,486 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,400 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,400 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,187,716 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,655,865 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $531,851 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $531,851 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $531,851 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| OUTPATIENT PHARMACY | 446110 | $1,244,930 | $1,244,930 | $0 | $0 |
| CAFE/VENDING | 722514 | $295,357 | $0 | $0 | $295,357 |
| MISCELLANEOUS REVENUE | 900099 | $266,914 | $266,914 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,589 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,589 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,812,790 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,270,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,177,531 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,381,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
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 | $1,494,750 | TotalAmt |
| Program Services | $523,163 | ProgramServicesAmt |
| Management And General | $971,587 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,934,700 | TotalAmt |
| Program Services | $33,094,495 | ProgramServicesAmt |
| Management And General | $5,840,205 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560,658 | TotalAmt |
| Program Services | $1,326,559 | ProgramServicesAmt |
| Management And General | $234,099 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,289,840 | TotalAmt |
| Program Services | $4,496,364 | ProgramServicesAmt |
| Management And General | $793,476 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,876,591 | TotalAmt |
| Program Services | $2,445,102 | ProgramServicesAmt |
| Management And General | $431,489 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,919 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,919 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,213 | TotalAmt |
| Management And General | $135,213 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,699,298 | TotalAmt |
| Program Services | $28,353,156 | ProgramServicesAmt |
| Management And General | $3,346,142 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,365 | TotalAmt |
| Program Services | $184,760 | ProgramServicesAmt |
| Management And General | $32,605 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,106 | TotalAmt |
| Program Services | $291,640 | ProgramServicesAmt |
| Management And General | $51,466 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,208,145 | TotalAmt |
| Program Services | $1,876,923 | ProgramServicesAmt |
| Management And General | $331,222 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,255 | TotalAmt |
| Program Services | $40,167 | ProgramServicesAmt |
| Management And General | $7,088 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,847 | TotalAmt |
| Program Services | $47,470 | ProgramServicesAmt |
| Management And General | $8,377 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,567 | TotalAmt |
| Program Services | $715,332 | ProgramServicesAmt |
| Management And General | $126,235 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,878,700 | TotalAmt |
| Program Services | $5,846,895 | ProgramServicesAmt |
| Management And General | $1,031,805 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,834,655 | TotalAmt |
| Program Services | $1,814,590 | ProgramServicesAmt |
| Management And General | $20,065 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $13,149,102 | $13,149,102 | $0 | $0 |
| BAD DEBT | $4,015,780 | $4,015,780 | $0 | $0 |
| REPAIR/MAINTENANCE | $1,112,088 | $945,275 | $166,813 | $0 |
| OTHER EXPENSES | $470,491 | $399,917 | $70,574 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,346 | TotalAmt |
| Program Services | $201,744 | ProgramServicesAmt |
| Management And General | $35,602 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,411,416 | TotalAmt |
| Program Services | $99,773,434 | ProgramServicesAmt |
| Management And General | $13,637,982 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,797,592 | BOYAmt |
| EOY | $4,783,834 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,171,946 | BOYAmt |
| EOY | $7,352,271 | 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) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,645 | BOYAmt |
| EOY | $1,159,033 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,766 | BOYAmt |
| EOY | $136,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $114,033,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,709,580 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,093,478 | BOYAmt |
| EOY | $43,323,711 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,342,000 | BOYAmt |
| EOY | $18,719,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,485,707 | BOYAmt |
| EOY | $20,879,679 | 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 | $69,369,209 | BOYAmt |
| EOY | $74,605,920 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,537,343 | BOYAmt |
| EOY | $170,959,922 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,578,234 | BOYAmt |
| EOY | $20,831,618 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $750,024 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,797,670 | BOYAmt |
| EOY | $26,198,980 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,375,904 | BOYAmt |
| EOY | $47,780,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,541,405 | BOYAmt |
| EOY | $86,229,824 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,620,034 | BOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $36,949,476 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,161,439 | BOYAmt |
| EOY | $123,179,300 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,537,343 | BOYAmt |
| EOY | $170,959,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,859,562 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $888,649 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $269,650 | 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 |
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 | $3,919 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,919 | 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 4.8% AND 22.73% 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 | $1,273,668 | OtherCostOrOtherBasisAmt |
| Book Value | $1,273,668 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,430,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,280,772 | DepreciationAmt |
| Book Value | $28,149,564 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,771,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,923,050 | DepreciationAmt |
| Book Value | $10,848,081 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,558,156 | OtherCostOrOtherBasisAmt |
| Depreciation | $505,758 | DepreciationAmt |
| Book Value | $3,052,398 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,323,711 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER SECURITIES | Desc |
| Book Value | $20,879,679 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,879,679 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| KERNAN ENDOWMENT | $33,098,991 |
| ASSETS WHOSE USE IS LIMITED | $19,686,453 |
| DUE FROM AFFILIATES | $15,600,000 |
| ECONOMIC INT IN UMMS FND | $3,850,471 |
| OTHER A/R | $778,092 |
| Escrow | $476,766 |
| Collateral Investments | $1,115,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $74,605,920 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO UMMS | $19,277,655 |
| ADVANCES FROM THIRD PARTY PAYORS | $5,543,734 |
| PATIENT A/R CREDIT BALANCES | $1,054,019 |
| FIN 47 ACCRUAL | |
| OTHER LIABILITIES | $323,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,198,980 | 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 |
| 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 | $1,299,614 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,299,614 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0119 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| 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 | $1,299,614 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,299,614 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0119 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $198,548 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $198,548 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0018 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,507,182 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,507,182 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0778 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,133,958 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,023,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,110,958 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0102 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $106,200 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $106,200 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $10,945,888 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,023,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,922,888 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0907 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $12,245,502 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,023,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $11,222,502 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.1026 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| 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 | $3,128,780 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $33,065,832 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $30,865,476 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $2,200,356 | 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 | JAMES LAWRENCE KERNAN HOSPITAL INC | 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 | 17 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | www.umrehabortho.org/2018CHNA | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 17 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | https://www.umms.org/rehab/community | 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/community | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | https://www.umms.org/rehab/community | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | https://www.umms.org/rehab/community | 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 (6 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.. The University of Maryland Rehabilitation & Orthopedic Institute (UM Rehab) utilized two major frameworks for completing its most recent Community Health Needs Assessment (CHNA) in fiscal year 2018. To complete this comprehensive assessment of the needs of the community, the Association for Community Health Improvement's (ACHI) 9-step Community Health Assessment Process was utilized as an organizing methodology. An additional 5-component assessment and engagement strategy was also utilized to lead the data collection methodology. Data was collected from multiple sources, groups, and individuals and integrated into a comprehensive document which was utilized at a meeting in January 2018 of the UM Rehab & Ortho Community Health Leadership Team. During that meeting, priorities were identified using the collected data and an adapted version of the Catholic Health Association's (CHA) priority setting criteria. The identified priorities were also validated by the larger leadership team of UM Rehabilitation & Orthopedic Institute. UM Rehab & Ortho used primary and secondary sources of data as well as quantitative and qualitative data and consulted with numerous individuals and organizations during the CHNA, including other University of Maryland Medical System (UMMS) Baltimore City-based hospitals (University of Maryland Medical Center Downtown and Midtown Campuses), community leaders, community partners, the University of Maryland Baltimore (UMB) academic community, the general public, local health experts, and the Baltimore City Health Department. Additionally, for the first time in the city's history, nine Baltimore City hospitals joined together in fiscal year 2018 to collaborate on several key data collection strategies for a joint community health needs assessment. UM Rehab & Ortho worked closely with the University of Maryland Medical Center who partnered with Johns Hopkins Hospital, Sinai Hospital (Lifebridge), Medstar Health, St. Agnes Health System, and Mercy Medical Center. The above hospitals/health systems had been collaborating on several initiatives prior to the CHNA year and agreed that it would be beneficial to work on a more detailed level on a joint city-wide CHNA. This multi-hospital collaborative worked on the following data collection components together: - Public survey of Baltimore City residents - Key stakeholder interviews - Key population focus groups - Key community partner focus groups After the data was collected and analyzed jointly, each individual hospital used the collected data for their respective community benefit service areas to identify their unique priorities for their communities. The collaborating hospitals/health systems did agree to jointly focus on behavioral health as a key city-wide priority. The following describes the individual data collection strategies with the accompanying results. A) Community Perspective The community's perspective was obtained through one survey offered to the public using several methods throughout Baltimore City. A 6-item survey queried Baltimore City residents to identify their top health concerns and their top barriers in accessing health care. Methods 6-item survey distributed in FY2018 using the following methods: * Conducted from late September through November 2017 * Participating hospitals collected data throughout the city * Distributed in person and offered online * Offered in English, Spanish, and Russian * Collected 4,755 surveys * All Baltimore City zip codes were represented in the responses Results Top 6 Health Concerns Alcohol/Drug Addiction Mental Health Diabetes/High Blood Sugar Overweight/Obesity Heart Disease/High Blood Pressure Smoking/Tobacco Use Analysis by CBSA targeted zip codes revealed the same top health concerns and top health barriers with little deviation from the overall Baltimore City data. The sample size was 4,755 for all of Baltimore City and 71 for individuals from the UM Rehab's disabled community. Community's Top Health Concerns (All Baltimore City) Alcohol/Drug Addiction Mental Health Diabetes/High Blood Sugar Overweight/Obesity Heart Disease/High Blood Pressure Smoking/Tobacco Use Community's Top Social/Environmental Issues (All Baltimore City) Neighborhood Safety/Violence Lack of Job Opportunities Housing/Homelessness Availability/Access to Insurance Poverty Limited Access to Healthy Foods UM Rehab's Disabled Community's Top Health Concerns Alcohol/Drug Addiction Diabetes/High Blood Sugar Overweight/Obesity Mental Health Smoking/Tobacco Use Heart Disease/High Blood Pressure UM Rehab's Disabled Community Top Social/Environmental Issues Availability/Access to Insurance Lack of Job Opportunities Housing/Homelessness Limited Availability of Recreational Activities Transportation Problems Limited Access to Healthy Foods UM Rehab's Disabled Community Top Barriers to Healthcare Cost/Too Expensive/Can't Afford No Insurance Insurance not Accepted Lack of Transportation B) Health Experts Methods Reviewed & included National Prevention Strategy Priorities, Maryland State Health Improvement Plan (SHIP) indicators, and Healthy Baltimore 2020 plan from the Baltimore City Health Department Reviewed Healthy Baltimore 2020: A blueprint for health Reviewed Baltimore City Health Department's 2017 Community Health Assessment Reviewed the Center for Disease Control's data on Maryland' disability status profile Results National Prevention Strategy - 7 Priority Areas * Tobacco Free Living * Preventing Drug Abuse and Excessive Alcohol Use * Healthy Eating * Active Living * Injury and Violence Free Living * Reproductive and Sexual Health * Mental and Emotional Well Being SHIP: 39 Objectives in 5 Vision Areas for the State, includes targets for Baltimore City - While progress has been made since 2015, measures within Baltimore City have not met identified targets; Even wider minority disparities exist within the City Healthy Baltimore 2020: Four Priority Areas for Baltimore City 1) Strategic Priority 1: Behavioral Health 2) Strategic Priority 2: Violence Prevention 3) Strategic Priority 3: Chronic Disease Prevention 4) Strategic Priority 4: Life Course Approach and Core Services Health Expert UMB Campus Panel Focus Group Top Action Items included: Continue collaborative work from the UMMC/UMB Strategic Community Plan Improve communication and synergy across campus schools and UMMC Identify ways to partner and support each other Center for Disease Control's Disability Data for Maryland C) Community Leaders Methods Hosted two focus groups in collaboration with the other Baltimore-based hospitals for 22 community-based organization partners to share their perspectives on health needs (November 2017) Results Consensus that social determinants of health (and "upstream factors") are key elements that determine health outcomes Top needs and barriers were identified as well potential suggestions for improvement and collaboration Top Needs: Health Literacy Employment/Poverty Mental/Behavioral Health Cardiovascular Health (obesity, hypertension, stroke, & diabetes) Maternal/Child Health - focusing on promoting a healthy start for all children Top Barriers: Focusing on the outcome and not the root of the problems (i.e. SDoH) Lack of inter-agency collaboration/working in silos Suggestions for Improvement: Leverage existing resources Increase collaboration Focus on Social Determinants of Health Enhance behavioral health resources |
| Schedule H, Part V, Section B, Line 6a Facility 1, 1 | Facility 1, 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.. UM Rehabilitation & Orthopedic Institute conducted its FY'18 CHNA with the University of Maryland Medical Center. Additionally, most Baltimore City hospitals collaborated together for the first time to gather primary data together. So, the additional hospitals that collaborated with UM Rehab include: the University of Maryland Medical Center Downtown and Midtown Campuses, Johns Hopkins Hospital (Main Campus and Bayview), St Agnes hospital, Sinai, Mercy Medical Center, and Medstar Health (Good Samaritan, Union Memorial, and Harbor Hospital). |
| Schedule H, Part V, Section B, Line 6b Facility 1, 1 | Facility 1, 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.. THE CHNA WAS CONDUCTED WITH THE FOLLOWING ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES: -BARS -DEPT OF REHABILITATION SERVICES -MAYOR'S OFFICE ON DISABILITIES -MOUNT DE SALES ACADEMY -HOWARD COUNTY PUBLIC SCHOOLS |
| Schedule H, Part V, Section B, Line 11 Facility 1, 1 | Facility 1, 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.. Analysis of all quantitative and qualitative data described in the above section identified the following top three areas of need within Baltimore City for disabled adults. These top priorities represent the intersection of documented unmet community health needs and the organization's key strengths and mission. These priorities were identified and approved by the UM Rehab & Ortho Community Leadership Team and validated with the larger UM Rehab & Ortho leadership team: 1) Quality of Life 2) Transition to the Community 3) Community Awareness Programming for the community is based on the identified needs above and examples include The Adapted Sports program, Living Well with Chronic Disease programs, a Dental Clinic for disabled, and several other programs. The UM Rehab & Ortho's identified core priorities and programming target the intersection of the identified community needs and the organization's key strengths and mission. Several additional topic areas were identified by the Community Health Improvement Leadership Team during the CHNA process including: Behavioral/mental health, safe housing, transportation, and substance abuse. While UM Rehab & Ortho will focus on strategic programs such as Healthy Beginnings, Healthy Communities, Quality Preventive Care, Healthy Living & Quality Preventive Care and Access to Healthcare, we will 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 programs at the Medical Center (i.e. Methadone clinics, Residential Psychiatric program) or through collaboration with other health care organizations as needed. Additionally, substance abuse programming is already integrated into existing programs such as the Think First for Teens program. The additional unmet needs not addressed by UM Rehab & Ortho will also continue to be addressed by key Baltimore City governmental agencies and existing community-based organizations. |
| 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 (17 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 I, Line 7 Bad Debt Expense excluded from financial assistance calculation | 4015780 |
| 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. Community benefit expenses are equal to Medicaid revenues in Maryland, as such, the net effect is zero. Additionally, net revenues for Medicaid should reflect the full impact on the hospital of its share of the Medicaid assessment. |
| Schedule H, 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 BECAUSE OF THIS SYSTEM, 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 HISTOICAL 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 - JAMES LAWRENCE KERNAN HOSPITAL, INC.: Line 16a URL: https://www.umms.org/rehab/community; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.: Line 16b URL: https://www.umms.org/rehab/community; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | 1 - JAMES LAWRENCE KERNAN HOSPITAL, INC.: Line 16c URL: https://www.umms.org/rehab/community; |
| Schedule H, Part VI, Line 2 Needs assessment | Since fiscal year 2012, UM Rehabilitation & Orthopedic Institute has completed a comprehensive community health needs assessment (CHNA) every three years. To complete this comprehensive assessment of the needs of the community in fiscal year 2018, the Association for Community Health Improvement's (ACHI) 9-step Community Health Assessment Process was utilized as an organizing methodology. The UM Rehab & Ortho's Community Health Leadership Team served as the lead team to oversee the Community Health Needs Assessment (CHNA) with input from other University of Maryland Medical System Baltimore City-based hospitals, community leaders, the academic community, the public, health experts, and the Baltimore City Health Department. University of Maryland Rehabilitation & Orthopedic Institute adopted the Association for Community Health Improvement (ACHI) 9-step process to lead the assessment process and an additional 5-component assessment and engagement strategy to lead the data collection methodology. 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. This community health needs assessment report was approved by the UM Rehab Community Health Leadership Team in May and by the Board of Directors on May 24, 2018. www.umrehabortho.org/2018CHNA |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | 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. * LANGUAGE TRANSLATIONS Requirement: The 501(r) regulations lowered the language translation threshold for limited English proficient (LEP) populations to the lower of 5% of LEP individuals in the community served/1000-LEP individuals. University of Maryland Rehabilitation & Orthopedic Institute translated its financial assistance policy into the following languages: English, Spanish, French, Russian, Chinese, Korean, Vietnamese, and Tagalog. * PLAIN LANGUAGE SUMMARY Requirement: The 501(r) regulations require a plain language summary of the FAP that is clear, concise, and easy for a patient to understand. University of Maryland Rehabilitation & Orthopedic Institute created a new plain language summary of its financial assistance policy in addition to its already-existing patient information sheet. |
| Schedule H, Part VI, Line 4 Community information | The larger regional patient mix of University of Maryland Rehabilitation & Orthopedic Institute consists of disabled adults from the metropolitan area, state, and region. For purposes of community benefits programming and the FY'18 Community Health Needs Assessment (CHNA), the Community Benefit Service Area (CBSA) of UM Rehab & Ortho 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 & Ortho Service Area- Anne Arundel Co, Baltimore City, Baltimore Co and Howard Co Under 21 years - 12%, 19.8%, 13.6% and 8.5% 21 to 64 years - 9.5%, 18.2%, 10.4% and 6.9% 64 + years - 9.3%, 17.2%, 10% and 6.8% *Disability defined as mild to severe visual, hearing, ambulatory, cognitive, self-care, and independent living. Source: Local Disability Data for Planners (http://disabilityplanningdata.com) |
| Schedule H, Part VI, Line 5 Promotion of community health | The UM Rehabilitation & Orthopedic Institute promotes the health of its community in a variety of ways. Programming is based on the strategic priorities identified in the CHNA. The following three programs highlight the major community health initiatives to address the three major priorities of: * Quality of Life * Transition to the Community * Community Awareness The University of Maryland Rehabilitation & Orthopedic Institute has community health programming in each of the above strategic community priorities. The following is an example of key initiatives from three of the above priorities. Identified Need/Priority: Quality of Life: Active Lifestyle Identified Need: Adapted Sports Program Through patient and community resident surveys as well as key informant interviews, the Adapted Sports Program was identified as part of the Community Health Needs Assessment FY'18 as a valued service which addresses a need for physical activity in the disabled population. A need to expand the program was also identified to further meet health, fitness, social and overall quality of life needs. Hospital Initiative: The Adapted Sports Programs provide exposure and opportunities to participate in adapted sports to improve health, fitness, social and overall quality of life for individuals with physical disabilities. - Adapted Sports Festival - Wheelchair Rugby Team - Wheelchair Basketball Clinic - Adapted Golf Program - Amputee Walking/Running Clinic Primary objectives of initiative: Adapted Sports Program 1) Increase physical activity (Maryland SHIP) 2) Increase awareness & benefits of adapted sports for disabled individuals 3) Increase self-reported quality of life of disabled adults Single or multi-year plan: All programs are multi-year, ongoing initiatives. Key collaborators in delivery: United States Olympic Committee United States Paralympic Committee Baltimore Municipal Golf Corporation - Forest Park Golf Course Baltimore City Recreation and Parks Baltimore County Recreation and Parks Impact of hospital initiative: The Adapted Sports Program maximizes participation for individuals with disabilities in adapted recreational and competitive sports, in order to promote independence, self-confidence, health and overall well-being through structured, individual and team sports Metrics: * # of participants * % of participants who report learning about adapted sports that they can participate in * % of participants who report positive impact on life (Participants of the adapted sports program complete a survey regarding the impact of the program on awareness of programs available in the community, impact on health, fitness, socialization and overall quality of life.) Evaluation of Outcomes FY19: * 263 participants in all programs * 80% of participants reported learning about the benefit of physical and psychosocial health as a result of participating in the Adapted Sports Program. Continuation of initiative: UM Rehab will continue to monitor performance and outcome measures annually. This priority and the accompanying initiatives will continue until the FY18 CHNA is completed and as long as there continues to be interest and perceived benefit to our participants. Identified Need: Transition to the Community - Living Well with Chronic Disease Programs Through patient and resident surveys as well as key informant interviews, a need for ongoing education on how to live with a disability was identified as part of the Community Health Needs Assessment FY'18. Hospital Initiative: Living Well with Chronic Disease Programs The UM Rehabilitation & Orthopedic Institute serve disabled adults who have limited access to ongoing support and education in the community. The Living Well with Chronic Disease Program is an evidence-based series of workshops for individuals with a chronic condition like a disability along with their caregivers. This evidence-based initiative was developed by Stanford University and is used nationally. The workshop is scripted to deliver high fidelity but is also very interactive with small groups. The results have been very positive throughout the US. Primary Objectives of Initiative: 1) To improve health literacy and self-care of individuals with chronic conditions, reduce health complications and the need for emergency room visits. Single or Multi-year Plan: Ongoing initiative Key Collaborators in Delivery: University of Maryland Medical Center MAC, Inc. Impact of Hospital Initiative: Outcomes are evaluated by tracking the number of visits that take place in the Dental Clinic each year, and measuring the percent of visits that are preventive. Metrics: * # of participants * % of participants completing program Evaluation of Outcomes FY19: * 38 participants * 94% of participants reported that they now have a better understanding of how to manage their symptoms of their chronic condition. * 100% of participants also reported that they feel more motivated to take care of their health since they took the workshop. Continuation of initiative: This is an ongoing initiative which is slated to continue indefinitely because it addresses the unique educational needs of physically disabled adults. Identified Need: Transition to the Community - Dental Clinic Through patient and staff focus groups as well as key informant interviews, the Dental Clinic was identified as part of the Community Health Needs Assessment FY'18 as a valued service currently provided. Hospital Initiative: Dental Clinic The UM Rehabilitation & Orthopedic Institute Dental Clinic serves children and adults who have limited access to oral health care in the community. This population includes special health care needs (SHCN) patients (individuals who are mentally and/or physically disabled), as well as many children in the Maryland Medicaid Program. The Dental Clinic at UM Rehab is one of the few providers in the state who serves both pediatric and adult SHCN populations. These individuals may not receive care otherwise as many dentists in the community are not comfortable performing dental services for special health care needs patients. Primary Objectives of Initiative: 1) Increase children receiving dental care (Maryland SHIP) 2) Decrease emergency department visit rate for dental care (Maryland SHIP) 3) Increase number of dental treatments available to disabled population 4) Improve the oral health for those patients with special needs and who have limited access to good dental care. Single or Multi-year Plan: Ongoing initiative; has existed for many years and will continue indefinitely. Key Collaborators in Delivery: University of Maryland School of Dentistry * Hygienist program * 4th year dental students (externship program) Baltimore City Community College * Hygienist program Community College of Baltimore County, Dundalk * Hygienist program Impact of Hospital Initiative: Patients with limited access to good dental care experience reduced health care costs and improved patient care by receiving treatment for dental disease in the Dental Clinic instead of in the ER. Outcomes are evaluated by tracking the number of visits that take place in the Dental Clinic each year, and measuring the percent of visits that are preventive. Metrics: * # of visits * % of visits which were preventive * % of visits which were emergent Evaluation of Outcomes in FY19: * 6,971 total visits * 55% were preventive * 44% restorative * 1% were emergent Continuation of initiative: The Dental Clinic has existed for many years and will continue indefinitely UM Rehabilitation & Orthopedic Institute operates under a unique regulatory system that caps hospital revenues and provides adjustments to allow for population health improvement investments. Under Maryland's global budget revenue model, UM Rehabilitation & Orthopedic Institute reports on a regular basis how it is investing in efforts to improve population health. UM Rehabilitation & Orthopedic Institute provides on-going services that are fundamental to addressing the identified community health needs that demonstrate the extent to which our commitment to serve our community is integrated into our care delivery model. We have a strong focus on treating patients with chronic conditions. University of Maryland Rehabilitation and Orthopedic Institute works to coordinate care, ensure smooth transitions and promote disease self-management strategies at every step of a patient's journey - whether at home, in the community, or within our hospital. Resources are embedded throughout the hospital and in the community so that every patient receives the same level of care coordination. Community health workers reach out to patients who are identified as being high risk for readmission or in need of critical resources. |
| 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 UM Rehabilitation & 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 UM Rehabilitation & Orthopedic Institute 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. The UM Rehabilitation & Orthopedic Institute is committed to health education, advocacy, community partnerships, and engaging programs which focus on health and wellness for the disabled adult community in Baltimore City and Baltimore, Howard, and Anne Arundel counties. |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John W Ashworth III | ||||||||||||||
| DIRECTOR | $0 | $422,013 | $0 | $160,212 | $0 | $70,894 | $0 | $11,000 | $0 | $25,969 | $0 | $690,088 | $0 | $0 |
| Robert A Chrencik | ||||||||||||||
| TREASURER (ENDED 04/19) | $0 | $1,355,350 | $0 | $995,365 | $0 | $284,091 | $0 | $11,000 | $0 | $25,554 | $0 | $2,671,360 | $0 | $0 |
| Alison G Brown | ||||||||||||||
| DIRECTOR (ENDED 08/18) | $0 | $434,231 | $0 | $174,787 | $0 | $73,513 | $0 | $11,000 | $0 | $22,288 | $0 | $715,819 | $0 | $0 |
| Karen E Doyle | ||||||||||||||
| DIRECTOR | $0 | $254,291 | $0 | $83,637 | $0 | $38,868 | $0 | $10,551 | $0 | $31,228 | $0 | $418,575 | $0 | $0 |
| W Walter Augustin III | ||||||||||||||
| VP FINANCIAL SERVICES AND CFO | $218,157 | $0 | $73,972 | $0 | $26,499 | $0 | $9,049 | $0 | $22,981 | $0 | $350,658 | $0 | $0 | $0 |
| Cynthia Kelleher | ||||||||||||||
| PRESIDENT AND CEO | $302,979 | $0 | $147,130 | $0 | $180,471 | $0 | $11,000 | $0 | $21,710 | $0 | $663,290 | $0 | $126,737 | $0 |
| Krishnaj Gourab | ||||||||||||||
| VP MEDICAL AFFAIRS AND CMO | $263,300 | $0 | $0 | $0 | $446 | $0 | $27,804 | $0 | $2,939 | $0 | $294,489 | $0 | $0 | $0 |
| Cheryl D Lee | ||||||||||||||
| VP PATIENT SERVICES AND CNO | $191,465 | $0 | $64,152 | $0 | $26,179 | $0 | $7,848 | $0 | $18,711 | $0 | $308,355 | $0 | $0 | $0 |
| Nadeem Aslam | ||||||||||||||
| DIRECTOR OF PHARMACY | $150,598 | $0 | $17,660 | $0 | $122 | $0 | $3,457 | $0 | $18,204 | $0 | $190,041 | $0 | $0 | $0 |
| James W Collins | ||||||||||||||
| PHARMACIST | $155,497 | $0 | $0 | $0 | $737 | $0 | $7,129 | $0 | $31,373 | $0 | $194,736 | $0 | $0 | $0 |
| Sherry Lamons | ||||||||||||||
| CLINICAL NURSE | $150,559 | $0 | $8,500 | $0 | $81 | $0 | $4,283 | $0 | $18,265 | $0 | $181,688 | $0 | $0 | $0 |
| Srinivasa Rao Piratla | ||||||||||||||
| PHARMACIST | $148,293 | $0 | $0 | $0 | $489 | $0 | $7,229 | $0 | $27,491 | $0 | $183,502 | $0 | $0 | $0 |
| Lobna Zada | ||||||||||||||
| DENTAL CLINICAL CHIEF | $241,805 | $0 | $0 | $0 | $1,343 | $0 | $12,325 | $0 | $18,553 | $0 | $274,026 | $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, 2019, 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: KRISHNAB GOURAB DURING THE FISCAL YEAR ENDED JUNE 30, 2019, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UMMS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUAL LISTED BELOW HAS 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). CYNTHIA KELLEHER, $175,964 DURING THE FISCAL YEAR-ENDED JUNE 30, 2019, 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: ROBERT A. CHRENCIK ALISON GATES BROWN KAREN DOYLE JOHN W. ASHWORTH III W. WALTER AUGUSTIN, III CHERYL D. LEE |
| 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, ROI, UM MIDTOWN, UM BALTIMORE WASHINGTON, SHORE HEALTH (UM MEMORIAL AND UM DORCHESTER), UM CHESTER RIVER, UM CHARLES REGIONAL, UM ST. JOSEPH, UM UPPER CHESAPEAKE, UM HARFORD MEMORIAL, UM LAUREL, UM PRICE GEORGE'S, BOWIE HEALTH CENTER (BOWIE), AND THE UMMS 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 $1,680,179,000 OF OUTSTANDING AUTHORITY BONDS ON JUNE 30, 2019. ALL OF THE BONDS WERE ISSUED IN THE NAME OF UMMS AND ARE REPORTED ON SCHEDULE K OF ITS FORM 990. |
| Form 990, Part VI, Line 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 AND ALL DECISIONS OF THE GOVERNING BODY MUST BE APPROVED BY UMMS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by 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 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 13 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 VII, Section B, Line 1 INDEPENDENT CONTRACTORS | INDEPENDENT CONTRACTORS OF THE FILING ORGANIZATION ARE PAID AND 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 VIII, Line 11d Other Miscellaneous Revenue | OTHER REVENUE - Total Revenue: 5589, Related or Exempt Function Revenue: 5589, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part IX, Line 11g Other Fees | CONTRACT SERVICES - Total Expense: 9136477, Program Service Expense: 7766005, Management and General Expenses: 1370472, Fundraising Expenses: ; PHYSICIAN SERVICES - Total Expense: 9391689, Program Service Expense: 9391689, Management and General Expenses: , Fundraising Expenses: ; CORPORATE ALLOCATIONS - Total Expense: 8501135, Program Service Expense: 7225965, Management and General Expenses: 1275170, Fundraising Expenses: ; TEMP LABOR - Total Expense: 4140399, Program Service Expense: 3519339, Management and General Expenses: 621060, Fundraising Expenses: ; OTHER - Total Expense: 529598, Program Service Expense: 450158, Management and General Expenses: 79440, Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN UMMS FOUNDATION - 34880; CHANGE IN KERNAN ENDOWMENT SUPPORT - 1294562; CORP DEPRECIATION ALLOCATION - 565337; FY19 IT ENTERPRISE AND ROAD MAP ALLOCATION - -1388908; ROI - FY19 STRATEGIC PRIORITIES FUNDING - -200004; CMG EQUITY TRANSFER - 13276; OTHER - 11209; Non Operating Swap Expense - -60702; |
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 | $437,000 | $0 | UM REHAB |
| UM REHAB INSTITUTE OF SOUTHERN MARYLAND | |||||||||
| 2200 KERNAN DRIVE | BALTIMORE | MD | 20207 | HEALTHCARE | MD | $0 | $0 | UM REHAB | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BALTIMORE WASHINGTON EMERGENCY PHYS INC | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521756326 | HEALTHCARE | MD | 501(c)(3) | Type I | BWHS | false |
| BALTIMORE WASHINGTON HEALTHCARE SERVICES | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830243 | HEALTHCARE | MD | 501(c)(3) | Type I | UMBWMS | false |
| BALTIMORE WASHINGTON MEDICAL CENTER INC | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 520689917 | HEALTHCARE | MD | 501(c)(3) | 3 | UMBWMS | false |
| UM BALTIMORE WASHINGTON MEDICAL SYSTEM | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521830242 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | false |
| NORTH ARUNDEL DEVELOPMENT CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521318404 | REAL ESTATE | MD | 501(c)(2) | NCC | false | |
| NORTH COUNTY CORPORATION | ||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521591355 | REAL ESTATE | MD | 501(c)(2) | UMBWMS | false | |
| CHESTER RIVER HEALTH FOUNDATION INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 521338861 | FUNDRAISING | MD | 501(c)(3) | 8 | UMSRH | false |
| UNIV OF MD SHORE REGIONAL HEALTH INC | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 522046500 | HEALTHCARE | MD | 501(c)(3) | Type I | UMMSC | false |
| CHESTER RIVER HOSPITAL CENTER | ||||||||||
| 100 BROWN STREET | CHESTERTOWN | MD | 21620 | 520679694 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | false |
| CHESTER RIVER MANOR INC | ||||||||||
| 200 MORGNEC ROAD | CHESTERTOWN | MD | 21620 | 526070333 | HEALTHCARE | MD | 501(c)(3) | 10 | UMSRH | false |
| MARYLAND GENERAL CLINICAL PRACTICE GROUP | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521566211 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMTH | false |
| UNIVERSITY OF MARYLAND MIDTOWN HEALTH INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521175337 | HEALTHCARE | MD | 501(c)(3) | Type II | UMMSC | false |
| MARYLAND GENERAL HOSPITAL INC | ||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 520591667 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMTH | false |
| CARE HEALTH SERVICES INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521510269 | HEALTHCARE | MD | 501(c)(3) | 10 | SHS | false |
| MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 521282080 | FUNDRAISING | MD | 501(c)(3) | Type I | SHS | false |
| UNIVERSITY OF MARYLAND COMMUNITY MEDICAL | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521874111 | HEALTHCARE | MD | 501(c)(3) | 3 | UMSRH | false |
| SHORE HEALTH SYSTEM INC | ||||||||||
| 219 SOUTH WASHINGTON STREET | EASTON | MD | 21601 | 520160538 | 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 MARYLAND CHARLES REGIONAL | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522155576 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | false |
| UNIVERSITY OF MD MEDICAL SYSTEM CORP | ||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521362793 | HEALTHCARE | MD | 501(c)(3) | 3 | NA | false |
| CIVISTA MEDICAL CENTER INC | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 520445374 | HEALTHCARE | MD | 501(c)(3) | 3 | UMCRH | false |
| CHARLES REGIONAL MEDICAL CENTER FOUNDATION | ||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 521414564 | FUNDRAISING | MD | 501(c)(3) | Type I | UMCRH | false |
| UNIV OF MD ST JOSEPH FOUNDATION INC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521681044 | FUNDRAISING | MD | 501(c)(3) | Type I | UMSJHS | false |
| UMSJ HEALTH SYSTEM LLC | ||||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 462097818 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| HARFORD MEMORIAL HOSPITAL INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 520591484 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | false |
| UM UPPER CHESAPEAKE HEALTH SYSTEM INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398513 | HEALTHCARE | MD | 501(c)(3) | Type III-O | UMMSC | false |
| UPPER CHESAPEAKE HEALTH FOUNDATION INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521398507 | FUNDRAISING | MD | 501(c)(3) | Type I | UMUCHS | false |
| UPPER CHESAPEAKE MEDICAL CENTER INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521253920 | HEALTHCARE | MD | 501(c)(3) | 3 | UMUCHS | false |
| UPPER CHESAPEAKE MEDICAL SERVICES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521501734 | HEALTHCARE | MD | 501(c)(3) | 10 | UMUCHS | false |
| UPPER CHESAPEAKE PROPERTIES INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521907237 | REAL ESTATE | MD | 501(c)(2) | UMUCHS | false | |
| UPPER CHES RESIDENTIAL HOSPICE HOUSE INC | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 260737028 | HOSPICE | MD | 501(c)(3) | 10 | UMUCHS | false |
| Harford Crisis Center Inc | ||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521229742 | HOME CARE | MD | 501(c)(3) | Type II | UMUCHS | false |
| DIMENSIONS HEALTH CORPORATION | ||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521289729 | HEALTHCARE | MD | 501(c)(3) | 3 | UMMSC | false |
| DIMENSIONS HEALTHCARE ASSOCIATES | ||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521902711 | HEALTHCARE | MD | 501(c)(3) | Type I | UMCAPRH | false |
| UM CAPITAL REGION HEALTH INC | ||||||||||
| 250 W PRATT ST STE 2400 | BALTIMORE | MD | 21201 | 823596114 | HEALTHCARE | MD | 501(c)(3) | Type III-FI | UMMSC | false |
| JAMES LAWRENCE KERNAN HOSP ENDOW FD | ||||||||||
| 2200 KERNAN DRIVE | BALTIMORE | MD | 21207 | 237360743 | FUNDRAISING | MD | 501(c)(3) | Type II | NA | 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 | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES | |||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 522000762 | HEALTHCARE | MD | APA INC | false | false |
| BALTIMORE WASHINGTON IMAGING | |||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 200806027 | HEALTHCARE | MD | UMBWMS | false | false |
| UNIVERSITYCARE LLC | |||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 521914892 | HEALTHCARE | MD | UMMSC | false | false |
| O'DEA MEDICAL ARTS LIMITED PAR | |||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521682964 | RENTAL | MD | SJMC PROP | false | false |
| ADVANCED IMAGING AT ST JOSEPH | |||||||||
| 7601 OSLER DRIVE | TOWSON | MD | 21204 | 521958002 | HEALTHCARE | MD | UMSJMC | false | false |
| UNIVERSITY OF MARYLAND CHARLES | |||||||||
| PO BOX 1070 | LAPLATA | MD | 20646 | 300956382 | HEALTHCARE | MD | UMCRCP | false | false |
| BALTIMORE ASC VENTURES LLC | |||||||||
| 7620 YORK ROAD | TOWSON | MD | 21204 | 824133899 | HEALTHCARE | DE | UMSJMC | false | false |
| UCHSUMMS Real Estate Trust | |||||||||
| 520 Upper Chesapeake Drive | Bel Air | MD | 21014 | 276803540 | Holding Co | MD | UMMSC | false | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARUNDEL PHYSICIANS ASSOCIATES INC | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521992649 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| BALTIMORE WASHINGTON HEALTH ENTERPRISES | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521936656 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| BW PROFESSIONAL SERVICES INC | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | 521655640 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| NA EXECUTIVE BUILDING CONDO ASSN INC | |||||||||||||
| 301 HOSPITAL DRIVE | GLEN BURNIE | MD | 21061 | REAL ESTATE | MD | NA | C Corporation | false | |||||
| UM CHARLES REGIONAL CARE PARTNERS | |||||||||||||
| PO BOX 1070 | LA PLATA | MD | 20646 | 522176314 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| UNIVERSITY MIDTOWN PROF CENTER | |||||||||||||
| 827 LINDEN AVENUE | BALTIMORE | MD | 21201 | 521891126 | REAL ESTATE | MD | NA | C Corporation | false | ||||
| UNIVERSITY OF MARYLAND HEALTH ADVANTAGE | |||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 461411902 | INSURANCE | MD | NA | C Corporation | false | ||||
| UNIVERSITY OF MARYLAND HEALTH PARTNERS | |||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815803 | INSURANCE | MD | NA | C Corporation | false | ||||
| UNIVERSITY OF MARYLAND MEDICAL SYSTEM HE | |||||||||||||
| 22 SOUTH GREENE STREET | BALTIMORE | MD | 21201 | 452815722 | INSURANCE | MD | NA | C Corporation | false | ||||
| UPPER CHESAPEAKE HEALTH VENTURES INC | |||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 522031264 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| UPPER CHESAPEAKE MEDICAL CENTER LAND CON | |||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 770674478 | REAL ESTATE | MD | NA | C Corporation | false | ||||
| UPPER CHESAPEAKE MEDICAL OFFICE BUILDING | |||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 521946829 | REAL ESTATE | MD | NA | C Corporation | false | ||||
| SHORE ORTHOPEDICS INC | |||||||||||||
| 219 S WASHINGTON STREET | EASTON | MD | 21601 | 371817262 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| MADISON MANOR INC | |||||||||||||
| 5801 42ND AVE | HYATTSVILLE | MD | 20781 | 521269059 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| AFFILIATED ENTERPRISES INC | |||||||||||||
| 3001 HOSPITAL DRIVE | CHEVERLY | MD | 20785 | 521542144 | HEALTHCARE | MD | NA | C Corporation | false | ||||
| DIMENSIONS ASSURANCE LTD | |||||||||||||
| 980348082 | INSURANCE | NA | C Corporation | false | PO BOX 1363 GENESIS BLDG | GRAND CAYMAN | CJ | CJ | |||||
| RIVERSIDE HEALTH OF DELAWARE INC | |||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 463205820 | HEALTHCARE | DE | NA | C Corporation | false | ||||
| RIVERSIDE HEALTH OF DC INC | |||||||||||||
| 1966 GREENSPRING DRIVE STE 600 | TIMONIUM | MD | 21093 | 461411713 | HEALTHCARE | DC | NA | C Corporation | false | ||||
| UPPER CHESAPEAKE INSURANCE COMPANY LTD | |||||||||||||
| 520 UPPER CHESAPEAKE DR | BEL AIR | MD | 21014 | 980468438 | INSURANCE | NA | C Corporation | false | CJ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 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 | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |