2019-02-28T08:30:12-06:00 2018-06-30 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2017-07-01 510329224 UPPER BAY COUNSELING & SUPPORT SERVICES INC AND AFFILIATE UPPE 4109965104 200 BOOTH STREET ELKTON MD 21921 SUANNE BLUMBERG CEO 4109965104 2019-02-28 1 JAMES E CRISP P00025401 4106855512 2019-02-28 144.121.150.146 2019-02-28 08:30:09 ES P AC7F7C529038E5307F9A18346D290F0CDD176BDF 7ED660B1DA5B7572EB4EFB1F9341951127F9693C 2017 2019-02-21 02:37:17Z SUANNE BLUMBERG 200 BOOTH STREET ELKTON MD 21921 13024817 0 X WWW.UPPERBAY.ORG X 1990 MD PROVIDES A BROAD AND EXPANDING RANGE OF HIGH QUALITY BEHAVIORAL HEALTH AND COMMUNITY SERVICES. 15 14 289 4 0 0 587573 356060 12191183 12587713 19879 48561 42606 16407 12841241 13008741 0 0 0 0 10604337 10941613 0 0 0 2757868 2804775 13362205 13746388 -520964 -737647 3198017 3137474 1849515 2526619 1348502 610855 X UPPER BAY COUNSELING & SUPPORT SERVICES PROVIDES A BROAD AND EXPANDING RANGE OF HIGH QUALITY BEHAVIORAL HEALTH AND COMMUNITY SERVICES. WE PROMOTE WELLNESS AND UPHOLD THE DIGNITY OF OUR CONSUMERS. (SEE SCHEDULE O FOR CONTINUATION)WE ARE DEDICATED TO EXCELLENCE, THROUGH CREATIVITY, FLEXIBILITY, AND TEAMWORK. WE SERVE AND ADVOCATE FOR INDIVIDUALS, FAMILIES, AND COMMUNITIES. 0 0 1306645 1723835 THE SUNRISE RESIDENTIAL REHABILITATION PROGRAM (RRP) IS A COMMUNITY BASED RESIDENTIAL HOUSING PROGRAM LOCATED IN CECIL COUNTY. RESIDENTS LIVE IN A GROUP HOME SETTING WITH TWENTY-FOUR HOUR SUPERVISION, OR AN APARTMENT SETTING WITH TWENTY-FOUR HOUR STAFF AVAILABILITY AND SUPPORT. THE PROGRAM HAS SIX GENERAL BEDS, AND THIRTY-TWO INTENSIVE BEDS. IN ADDITION TO MANAGING MENTAL HEALTH SYMPTOMS, RESIDENTS ARE SUPPORTED AND ENCOURAGED TO DEVELOP LIFE SKILLS NEEDED TO SUCCESSFULLY TRANSITION OUT OF THE RESIDENTIAL PROGRAM AND LIVE INDEPENDENTLY IN THE COMMUNITY. THE GOAL OF RRP IS TO SUPPORT CLIENTS TO GROW IN THEIR OWN RECOVERY, SO THAT THEY MAY REMAIN IN THE COMMUNITY, PREVENTING RE-HOSPITALIZATION, AND GAINING SKILLS NEEDED TO TRANSITION FULLY INTO COMMUNITY LIVING. 1183385 1478761 THE CECIL SCHOOL BASED PROGRAM OFFERS COMPREHENSIVE EMOTIONAL AND BEHAVIORAL HEALTH SERVICES TO THE CHILDREN IN NEED BY PROVIDING THERAPY AND OTHER CLINICAL SERVICES TO STUDENTS IN CECIL COUNTY'S PUBLIC SCHOOLS. OUR LICENSED THERAPISTS WORK WITH CHILDREN IN THE SCHOOL SETTING WHO NEED ASSISTANCE BY OFFERING INDIVIDUAL, GROUP AND FAMILY COUNSELING. IN ADDITION, SCHOOL-BASED COUNSELORS REGULARLY CONSULTS WITH SCHOOL PERSONNEL AND ATTEND CONFERENCES DIRECTLY RELATED TO THE STUDENTS' TREATMENT AND ACADEMIC STATUS. COUNSELORS ALSO PROVIDE CARE COORDINATION SERVICES, WHICH LINK THE BEHAVIORAL HEALTH SERVICES WITH SCHOOL BEHAVIOR, FAMILY ENVIRONMENT AND FUNCTIONING, AND OTHER AGENCIES THAT MAY BE INVOLVED WITH THE STUDENT. 1022343 1058399 OUTPATIENT SERVICE PROVIDERS IN OUR ROUTE 40 OFFICE OFFER INDIVIDUAL THERAPY, GROUP THERAPY, FAMILY THERAPY AND CO-OCURRING DISORDERS TREATMENT, PRIMARILY TO CECIL COUNTY RESIDENTS. THE PROVIDERS ARE MASTER'S LEVEL THERAPISTS. CLIENTS MEET WITH THEIR THERAPIST REGULARLY TO GAIN A BETTER UNDERSTANDING ABOUT THEIR BEHAVIORAL HEALTH SYMPTOMS AND DIAGNOSIS, AND TO DEVELOP NEW COPING STRATEGIES TO PROMOTE BEHAVIORAL HEALTH WELLNESS AND LONG-TERM RECOVERY. CLIENTS WORK WITH THEIR THERAPISTS ON THEIR INDIVIDUALIZED TREATMENT PLAN TO MEASURE THEIR PROGRESS TOWARD THEIR GOALS OF TREATMENT. 8180887 8340741 VARIOUS OTHER PROGRAMS 8180887 8340741 11693260 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 35 0 1 289 1 0 0 0 0 0 1 1 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 MD X ELLEN RILEY 4109963400 200 BOOTH STREET ELKTON MD 21921 KEVIN URICK PRESIDENT 1.50 X X 0 0 0 MICHAEL GORDON VICE PRESIDENT 1.50 0.20 X X 0 0 0 PATRICIA D FOLK SECRETARY 1.00 X X 0 0 0 CLINTON REDDIG TREASURER 1.00 X X 0 0 0 SUANNE BLUMBERG CEO AND MEMBER 40.00 0.20 X X 115777 0 5555 KAROLYN BOWE ESQ MEMBER 0.75 X 0 0 0 ALAN SEXTON MEMBER 0.75 X 0 0 0 NANCY HALL MEMBER 0.75 X 0 0 0 JASON BRADY MEMBER 0.75 X 0 0 0 AARON MOSZER MEMBER 0.75 X 0 0 0 SHARYN NESNOW MEMBER 0.75 0.20 X 0 0 0 JOHN SCHAFFER MEMBER 0.75 X 0 0 0 CYNTHIA WINGATE MEMBER 0.75 X 0 0 0 RAYMA MCROBERTS MEMBER 0.75 X 0 0 0 BRONWYN MARTIN MEMBER 0.75 X 0 0 0 SANDRA SHANNON COO 39.50 0.25 X 98340 0 13744 ELLEN D RILEY DIRECTOR OF FINANCE 40.00 X 73695 0 24482 LESLIE MORRIS MD MEMBER 24.00 X 139560 0 6030 RALPH SCOVILLE MD PSYCHIATRIST 25.00 X 128614 0 0 NGOZI CHIEKWU NP PSYCHIATRIST 32.00 X 113060 0 0 PAUL A GLANAKON MD PSYCHIATRIST 20.00 X 104200 0 0 773246 0 49811 5 0 0 0 0 7508 342048 6504 6650 356060 FEES FOR SERVICES 624100 12175874 12175874 RESIDENTIAL CLIENT FEES 624100 309339 309339 COUNSELING SERVICES 624100 35040 35040 COMMUNITY EDUCATION SERVICES 624100 26586 26586 OTHER COMMUNITY SUPPORT SERVICES 624100 16712 16712 24162 24162 12587713 1081 1081 47480 0 47480 47480 47480 18460 7508 16076 2384 2384 MANAGEMENT FEES 624100 12496 12496 OTHER 624100 1527 1527 14023 13008741 12601736 0 50945 289124 289124 8705056 7662321 1042735 170000 152510 17490 1066060 929714 136346 711373 608063 103310 2099 2099 45150 45150 371151 370500 651 10319 10319 281403 219442 61961 463581 396356 67225 89019 62313 26706 192895 135082 57813 76852 61936 14916 TRANSPORTATION 451984 420839 31145 CLIENT SERVICES 298519 298519 SERVICE FEES 148880 57296 91584 REPAIRS AND MAINTENANCE 103343 75889 27454 269580 242480 27100 13746388 11693260 2053128 0 45193 58536 360670 233509 683560 856537 41137 55180 4460214 2557550 2036718 1902664 10566 11065 20173 19983 3198017 3137474 685648 592174 3000 0 1150301 1923380 10566 11065 1849515 2526619 X 1348502 610855 1348502 610855 3198017 3137474 -737647 0 X X 0 1 X 1 0 X 389831 448902 529631 587573 356060 2311997 10810540 11598419 12516794 12221328 12601736 59748817 11200371 12047321 13046425 12808901 12957796 62060814 0 0 0 62060814 1129 1083 1224 1003 1081 5520 1129 1083 1224 1003 1081 5520 11201500 12048404 13047649 12809904 12958877 62066334 0.99990 0.99990 0.00010 0.00010 X 297760 297760 2355224 1031055 1324169 281970 189545 92425 1427971 1239661 188310 97289 97289 0 1902664 DEFERRED COMPENSATION 11065 11065 X 13008741 0 13008741 0 13008741 13746388 0 13746388 0 13746388 PART X, LINE 2: UPPER BAY COUNSELING & SUPPORT SERVICES, INC. HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. SPRING EVENT - BOWLING 6048 1438 4610 1040 2650 248 995 GOLF TOURNAMENT 19920 6070 13850 5610 2425 2057 1051 25968 7508 18460 6650 5075 2305 2046 16076 2384 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO, DIRECTOR OF FINANCE, AND THE BOARD FINANCE COMMITTEE PRIOR TO FILING. IT IS PROVIDED TO ALL OTHER BOARD MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AT THE BEGINNING OF THE FISCAL YEAR THE GOVERNING BOARD AND KEY EMPLOYEES ARE ASKED TO UPDATE THEIR STATUS WITH CONFLICT OF INTEREST FORM. CONFLICT OF INTEREST FORMS AND DISCLOSURES ARE REVIEWED BY THE EXECUTIVE COMMITTEE, AND CONFLICTS ARE IDENTIFIED AND RESOLVED AS DEEMED APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD PERSONNEL COMMITTEE CONDUCTS ANNUAL PERFORMANCE REVIEWS OF THE CEO, WHO IS NOT A MEMBER OF THAT COMMITTEE. THE COMMITTEE THEN RECOMMENDS A MERIT SALARY ADJUSTMENT BY REFERENCE TO AN INDEPENDENT SALARY SURVEY FOR SIMLIAR POSITIONS IN THE REGION TO ENSURE THE ADJUSTED SALARY FALLS WITHIN ITS COMPARABLE RANGE. THE HUMAN RESOURCES DEPARTMENT PERFORMS MARKET RESEARCH AND INTERNAL COMPARISONS FOR ALL OTHER EMPLOYEES. MANAGEMENT'S COMPENSATION COMMITTEE REVIEWS AND APPROVES ANY PROPOSED COMPENSATION PER EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: DRAFT AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE CEO, DIRECTOR OF FINANCE, AND FINANCE COMMITTEE OF THE BOARD PRIOR TO FINALIZATION. SUSQUEHANNA COUNSELING SERVICES LLC 200 BOOTH STREET ELKTON MD 21921 454669862 COUNSELING SERVICES MD 329318 46352 UPPER BAY COUNSELING & SUPPORT SERVICES FIVE RIVERS HOMES INC 200 BOOTH STREET ELKTON MD 21921 331114602 AFFORDABLE HOUSING TO PERSONS WITH CHRONIC MENTAL DISABILITIES MD 501(C)(3) LINE 7 N/A 0 HIGH STREET HOMES 200 BOOTH STREET ELKTON MD 21921 300470783 AFFORDABLE HOUSING TO PERSONS WITH CHRONIC MENTAL DISABILITIES MD 501(C)(3) LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 FIVE RIVERS HOMES INC D 16770 ACCOUNTS RECEIVABLE DUE TO SPONSO HIGH STREET HOMES INC D 28897 ADVANCE REPAYMENT TO SPONSOR FIVE RIVERS HOMES INC L 6448 MANAGEMENT FEE PER AGREEMENT HIGH STREET HOMES INC L 6048 MANAGEMENT FEE PER AGREEMENT FIVE RIVERS HOMES INC N 1032 GEN LIAB. & PROPERTY INSURANCE HIGH STREET HOMES INC N 2664 GEN LIAB. & PROPERTY INSURANCE FIVE RIVERS HOMES INC O 9463 OFFICE & MAINTENANCE STAFF TIME HIGH STREET HOMES INC O 18846 OFFICE & MAINTENANCE STAFF TIME FIVE RIVERS HOMES INC Q 15066 INTERCOMPANY CHARGES RECORDED HIGH STREET HOMES INC Q 11860 INTERCOMPANY CHARGES RECORDED