2019-05-15T20:37:54-05:00 2018-06-30 GRANT THORNTON LLP 2001 MARKET STREET SUITE 700 PHILADELPHIA PA 19103 990 2017-07-01 521253920 UPPER CHESAPEAKE MEDICAL CENTER % CFO UPPE 4436431000 500 UPPER CHESAPEAKE DRIVE BEL AIR MD 21014 STEVE WITMAN CFO 4436431000 2019-05-15 true Russlee Armstrong P00288383 2155614200 209.220.136.124 23695320191355000072 2019-05-15 P AA918D8483008E32154F6CC583B06457B9AF9E42 608A44FBD3B3FC5DA597FC74B11BC79851E8289E 2017 2019-02-21 02:37:17Z LYLE E SHELDON 500 Upper Chesapeake Drive bel air MD 21014 357361344 false X WWW.UMUCH.ORG X 1997 MD DEDICATION TO MAINTAINING AND IMPROVING THE HEALTH OF THE PEOPLE IN ITS COMMUNITIES THROUGH AN INTEGRATED HEALTH DELIVERY SYSTEM THAT PROVIDES HIGH QUALITY CARE TO ALL. 21 15 2898 814 0 143756 747799 842238 307675362 304580841 2945969 2986572 -188907 -286022 311180223 308123629 14052692 13942056 0 0 140962182 122444160 0 0 0 149881877 143880778 304896751 280266994 6283472 27856635 665294289 688059807 247015626 239717824 418278663 448341983 X UPPER CHESAPEAKE MEDICAL CENTER IS DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH OF THE PEOPLE IN ITS COMMUNITIES THROUGH AN INTEGRATED HEALTH DELIVERY SYSTEM THAT PROVIDES HIGH QUALITY CARE TO ALL. UCMC IS COMMITTED TO SERVICE EXCELLENCE AS IT OFFERS A BROAD RANGE OF HEALTH CARE SERVICES, TECHNOLOGY AND FACILITIES. UCMC WORKS COLLABORATIVELY WITH ITS COMMUNITIES AND OTHER HEALTH ORAGNIZATIONS TO SERVE AS A RESOURCE FOR HEALTH PROMOTION AND EDUCATION. false false 182055248 13492056 304580841 SEE SCHEDULE O 182055248 true true false true false false false false false false true false false true true true false true false false false false false false false false true true true false true false false false false false false false false false false false false false true false false false true 300 0 true 2898 true false true false false false false false false false false false X 21 15 false false false false true true true true true false false true true true true true true false false true false MD X CFO 4436431000 520 UPPER CHESAPEAKE DRIVE BEL AIR MD 21014 ROGER E SCHNEIDER MD DIRECTOR (end 6/30/2018) 1.0 6.0 X 0 0 0 James Lambdin DIRECTOR (end 12/18/2017) 1.0 6.0 X 0 0 0 ADELE A WILZACK RN MS SECRETARY/DIRECTOR 1.0 5.0 X X 0 0 0 Richard P Streett Jr VMD Treasurer/Director 1.0 5.0 X X 0 0 0 LYLE E SHELDON PRESIDENT/CEO/DIRECTOR 5.0 50.0 X X 0 1255352 38781 WILLIAM B ALLEN PHD DIRECTOR 0.5 3.0 X 0 0 0 Robert A Chrencik Director/UMMS President & CEO 0.5 49.5 X 0 2590028 25019 MELINDA L CRAIG DIRECTOR 0.5 3.0 X 0 0 0 FRANKLIN J HAJEK DIRECTOR 0.5 3.0 X 0 0 0 James M Harkins vice chairman/director 0.5 2.0 X X 0 0 0 BRYAN E KELLY DIRECTOR 0.5 3.5 X 0 0 0 ANNE W KINSLEY DIRECTOR- end 9/15/2017 0.5 3.0 X 0 0 0 Andrew Klein DIRECTOR 0.5 4.0 X 0 0 0 DONALD W MATHIS DIRECTOR 0.5 3.0 X 0 0 0 Angela Poppe Ries MD DIRECTOR- end 6/28/18 5.0 45.0 X 0 220263 9492 Lawrence Scanlan chairman/director 0.5 2.5 X X 0 0 0 WILLIAM J WARD JR DIRECTOR 0.5 3.0 X 0 0 0 Albert J A Young ESQ DIRECTOR 0.5 3.0 X 0 0 0 Andrew L Heath MD Director- end 6/28/18 1.75 4.0 X 0 0 0 HENRY J FRANEY DIRECTOR (umms rep) 0.75 49.25 X 0 1502906 22624 Rajiv Goel ESQ Director 0.5 2.25 X 0 0 0 Dennis Kurgansky MD Director 0.5 1.5 X 0 0 0 R Bryan Kilby Director 0.5 3.0 X 0 0 0 Muhammad Jokhadar MD Ex-Officio/Physician 48.5 1.5 X 373523 0 37359 Lisa Thomas MD Ex-officio, M.S. Rep 1.0 0.0 X 0 0 0 Robert J Jirsa Director - end 1/16/2018 0.5 3.5 X 0 0 0 Stephen Witman SR VP/CFO (START 3/5/2018) 5.0 50.0 X 0 0 0 Joseph E Hoffman III Sr VP/CFO - (end 3/4/2018) 5.0 50.0 X 0 661085 96166 Joyce Fox VP - Patient SVCS/CNO 20.0 30.0 X 0 430247 10913 Diane C Fitzgerald EXEC DIR- ONCOLOGY SVC LINE 49.5 0.5 X 172880 0 20964 roy h phillips physician 50.0 0.0 X 304092 0 29706 olufunmilayo onobrakpeya physician 50.0 0.0 X 251365 0 30621 jeffrey m zale physician advisor 50.0 0.0 X 206375 0 25502 tanu s chandra physician 50.0 0.0 X 179887 0 3058 angela m kaitis Dir- pharmaceutical services 50.0 0.0 X 183567 0 20560 1671689 6659881 370765 143 false true false TEAM HEALTH HOLDINGS INC 265 BROOKVIEW CENTRE WAY SUITE 400 KNOXVILLE TN 37934 PHYSICIAN FEES 1388647 KPMG LLP PO BOX 120522 DALLAS TX 753120522 CONSULTING FEES 414505 PROCO 630 MEADOW DRIVE WEST CHESTER PA 19380 A/R Collection Svcs 401576 ST AGNES HEALTHCARE 900 CATON AVE BALTIMORE MD 21229 PHYSICIAN FEES 237006 SCOTT M STEINMETZ 420 UPPER CHESAPEAKE DRIVE STE 410 BEL AIR MD 21014 PHYSICIAN FEES 225769 5 842238 842238 NET PATIENT SERVICE REVENUE 621110 303573631 303573631 SPINE CENTER/ENDOCRINOLOGY 621110 129437 129437 POST REHAB FITNESS 621110 520 520 COMP CARE CENTER/REHAB 621110 877253 877253 304580841 577479 577479 0 0 1452961 3232061 -1779100 0 -1779100 -1779100 48405222 9525 46005654 2399568 9525 2409093 2409093 0 0 0 0 0 0 0 0 0 CAFETERIA/VENDING 722514 1182372 1182372 PARKING GARAGE 812930 73036 73036 PURCHASE DISCOUNTS 900099 29016 29016 208654 208654 1493078 308123629 304580841 2700550 13941947 13941947 109 109 0 0 0 0 0 101281057 73733862 27547195 5136738 3739545 1397193 6435534 4685069 1750465 9590831 6982125 2608706 3929511 2372544 1556967 0 5300 5300 141292 141292 0 0 24949761 7271487 17678274 94262 13675 80587 750380 137436 612944 0 0 4744179 629840 4114339 80371 18931 61440 0 131599 66420 65179 6753275 -268436 7021711 6970226 602123 6368103 17447262 2810962 14636300 1119888 6815 1113073 MEDICAL SUPPLIES 62314678 59361895 2952783 0 MANAGEMENT FEES - UCHS 8599895 100000 8499895 0 BAD DEBT 5704095 5704095 0 0 MISCELLANEOUS 144804 144804 280266994 182055248 98211746 0 26475939 25866714 0 0 0 0 32509071 27251453 0 0 0 0 0 0 6958684 5619299 1914856 1262475 278596742 67849485 217331627 210747257 110900213 149952329 0 0 0 0 0 0 269203899 267360280 665294289 688059807 28363969 31199137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 218651657 208518687 247015626 239717824 X 250050811 275852126 168227852 172489857 0 0 418278663 448341983 665294289 688059807 X 27856635 3553913 -1347228 X false true X true X false false false false false false false false true 9325 9325 false false OTHER ACTIVITIES SCHEDULE C, PART II-B, LINE 1I 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 6.15% and 22.80% of member dues were used for lobbying purposes and as such, the organization has reported this amount on Schedule C Part IV as lobbying activities. 10700000 10700000 188500362 24095853 164404509 5972115 394752 5577363 52604260 30507562 22096698 20820005 12851318 7968687 210747257 UCMC FIXED ASSET FMV 55686000 INVESTMENTS HELD FOR SWAP 22318000 ECONOMIC INT - UC FOUNDATION 22489857 ECONOMIC INT - UCH LEGACY FUND 150000000 RETROSPECTIVE PREM RECEIVABLE 5694288 OTHER ASSETS 11172135 267360280 0 NOTES PAYABLE TO UMMS 167184298 LONG TERM CAPITAL LEASE 20973237 ADVANCES FROM THIRD PARTY PAYO 7472975 CURRENT PORTION OF LT LIABILIT 5088173 OTHER CURRENT LIABILITIES 2235004 PATIENT AR CREDIT BALANCES 1975000 ST PORTION OF MALPRACTICE 3590000 208518687 X 305625979 3553913 -8406371 -4852458 310478437 -2354808 -2354808 308123629 262864759 3232061 3232061 259632698 20634296 20634296 280266994 PART X, QUESTION 2 Fin 48 (ASC 740) Footnote 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. SCHEDULE D, PART XI RECONCILIATION OF REVENUE LINE 2D - OTHER REVENUE ON BOOKS NOT ON RETURN Change in Fair Value of Swaps $ (2,702,276) Reclass - provision for BAD DEBT $ (5,704,095) ------------ Total Line 2d $ (8,406,371) LINE 4B - OTHER REVENUE ON RETURN NOT ON BOOKS Income from Comp Care Ctr/Rehab $ 877,253 RECLASS - RENTAL EXPENSES $ (3,232,061) ------------ Total Line 4b $ (2,354,808) SCHEDULE D, PART XII RECONCILIATION OF EXPENSES LINE 2D - OTHER EXPENSES ON BOOKS NOT ON RETURN RECLASS - RENTAL EXPENSES $ 3,232,061 LINE 4B - OTHER EXPENSES ON RETURN NOT ON BOOKS Reclass - provision for BAD DEBT $ 5,704,095 Grant to Upper Chesapeake Properties $ 282,948 Grant to UC Resedential Hospice Properties $ 177,745 Grants to Upper Chesapeake Medical Services $ 13,481,254 Misc. reimbursement of expenses $ 988,254 ------------- Total Line 4b $ 20,634,296 true true true X 300. true X 500. true true true false true true 17490106 17490106 0.06390 17490106 17490106 0.06390 2514801 91321 2423481 0.00890 1219147 1219147 0.00450 3718419 3718419 0.01360 736092 736092 0.00270 165457 165457 0.00060 8353916 91321 8262596 0.03030 25844022 91321 25752702 0.09420 2795 2795 1656 1656 8671 8671 206600 206600 2268 2268 221990 221990 true 4106948 2164190 146765221 129519270 17245951 X true true 1 1 upper chesapeake medical center inc 500 upper chesapeake drive bel air MD 21014 WWW.UMUCH.ORG 12-006 X X X UPPER CHESAPEAKE MEDICAL CENTER INC 1 false false true X X X X X X X X X 15 true true true true X part v, section b narratives X www.harfordcountyhealth.com X true 15 true part v, section b narratives false true X 300. 500. X X X X X true true X X X true X Part V, Section c narratives X Part V, section c narratives X Part V, section c narratives X X X X X X true X false X X X X true X false false INPUT FROM PERSONS WHEN CONDUCTING CHNA SCHEDULE H, PART V, SECTION B, LINE 5 INPUT FROM PERSONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY WAS TAKEN INTO ACCOUNT THROUGH VARIOUS MEANS INCLUDING ONLINE SURVEYS, TARGETED FOCUS GROUPS, AND AN ADVISORY COMMITTEE GROUP. THE ADVISORY COMMITTEE GROUP CONSISTS OF MEMBERS FROM HARFORD COUNTY GOVERNMENT, HARFORD COUNTY HEALTH DEPARTMENT, THE INTERFAITH-BASED COMMUNITY, AND REPRESENTATIVES FROM UPPER CHESAPEAKE HEALTH. KEY MEMBERS OF THE ADVISORY GROUP ARE LISTED AS FOLLOWS: PATSY ASTARIA - UM UCH KAUFMAN CANCER CENTER VICKIE BANDS - UM UCH COMMUNITY HEALTH MALLORY CANAMI - HARFORD COUNTY HEALTH DEPARTMENT (HCHD) HEALTH POLICY LESLIE CLARK - UM UCH COMPREHENSIVE CARE CENTER KAREN HENSLEY - UM UCH WOMEN & CHILDREN GARY HICKS - UM UCH EDUCATION BARI KLEIN - HEALTHY HARFORD SHARON LIPFORD - HEALTHY HARFORD DR. RUSS MOY - HCHD HEALTH OFFICER DEBBIE OSTROWKSI - UM UCH DIABETES & ENDOCRINE CHRISTINA PEDINI - UM UCH REHAB SERVICES AMBER SHRODES - HARFORD COUNTY GOVERNMENT COMMUNITY SERVICES JULIE SIEJACK - UM UCH COMMUNITY OUTREACH KIMBERLY THEIS - UM UCH COMMUNITY BENEFIT REV. BYRON YOUNG - HARFORD COUNTY FAITH BASED COMMUNITY ADDITIONALLY, QUALITATIVE DATA WAS COLLECTED FROM THE LOCAL HEALTH IMPROVEMENT COALITION (LHIC) COMMUNITY FORUM MEETING. DATA COLLECTED FROM THE SURVEYS, FOCUS GROUPS, AND ADVISORY GROUPS WERE USED TO ASSESS HEALTH STATUS, HEALTH RISK AND BEHAVIORS, PREVENTATIVE PRACTICES, AND HEALTHCARE ACCESS RELATED TO CHRONIC DISEASE AND INJURY. THE ADVISORY PANEL USED ALL INFORMATION TO DISCUSS CURRENT PRIORITIES AND REACH A CONSENSUS ON WHAT THOSE PRIORITIES SHOULD BE GOING FORWARD. CHNA CONDUCTED WITH HOSPITAL FACILITIES SCHEDULE H, PART V, SECTION B, QUESTION 6A UCMC's CHNA was conducted in conjunction with its related affiliate hospital, Harford Memorial Hospital. CHNA CONDUCTED WITH ORGANIZATIONS OTHER THAN HOSPITALS SCHEDULE H, PART V, SECTION B, QUESTION 6B THE HOSPITAL'S CHNA WAS CONDUCTED WITH ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES AS FOLLOWS: HEALTHY HARFORD (A 501(C)(3) ORGANIZATION) AND HARFORD COUNTY HEALTH DEPARTMENT. HOSPITAL FACILITY WEBSITE SCHEDULE H, PART V, SECTION B, LINE 7A FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT 2018 REPORT, VISIT: HTTPS://WWW.UMMS.ORG/UCH/COMMUNITY/OUTREACH/HEALTH-BENEFITS HOSPITAL FACILITY WEBSITE SCHEDULE H, PART V, SECTION B, LINE 10A SEE PAGE 7 OF THE 2016 COMMUNITY HEALTH IMPROVEMENT REPORT FOR HMH'S IMPLEMENTATION STRATEGY: HTTPS://WWW.UMMS.ORG/UCH/COMMUNITY/OUTREACH/HEALTH-BENEFITS Addressing Significant Needs Identified in the CHNA Schedule H, Part V, line 11 NEEDS BEING ADDRESSED: AFTER THE COMPLETION OF THE CHNA, UPPER CHESAPEAKE HEALTH'S STRATEGIC PLAN INCORPORATED THE FOLLOWING IDENTIFIED NEEDS: - CHRONIC DISEASE: HEART DISEASE STROKE BLOOD PRESSURE CHOLESTEROL DIABETES OBESITY CANCER - TOBACCO USE: ASTHMA/COPD - MENTAL HEALTH/ADDICTIONS - ACCESS TO CARE - ILLNESS & INJURY PREVENTION: FLU VACCINES HELMETS CAR SAFETY SEATS NEEDS NOT BEING ADDRESSED: UMUCHS HAS NOT IDENTIFIED A PRIORITY NEED THAT IS NOT BEING ADDRESSED BY THE HEALTH SYSTEM. Eligibility Criteria for Financial Assistance Schedule H, Part V, Line 13b 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 than the FPG income levels. FINANCIAL ASSISTANCE POLICY AVAILABLE TO PUBLIC SCHEDULE H, PART V, SECTION B, LINES 16A, 16B, AND 16C THE FILING ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION, AND PLAIN LANGUAGE SUMMARY ARE WIDELY AVAILABLE ON A WEBSITE AT THE FOLLOWING ADDRESS: HTTPS://WWW.UMMS.ORG/UCH/PATIENTS-VISITORS/FOR-PATIENTS/FINANCIAL-ASSISTAN CE Hospital Efforts Before Initiating Action Schedule H, Part V, Line 20c In the case of an incomplete FAP application, patients are not automatically denied. A letter is mailed to the patient requesting the missing documentation, and FAP applications are approved once the missing documentation is provided. Criteria for free or discounted care Schedule H, Part I, Line 3c UCMC 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. COMMUNITY BENEFIT REPORT SCHEDULE H, PART I, LINE 6B 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. Costing Methodology Part VI, Narrative to Schedule H, Part I, line 7 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. COMMUNITY BUILDING ACTIVITIES PART II THE MEDICAL CENTER'S COMMUNITY BUILDING ACTIVITIES PROMOTED THE HEALTH OF THE COMMUNITIES IT SERVES. UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH (UM UCH) IS A COMMUNITY BASED, NON-PROFIT HEALTH SYSTEM LOCATED IN HARFORD COUNTY. IT IS DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH OF THE PEOPLE IN ITS COMMUNITIES THROUGH AN INTEGRATED HEALTH DELIVERY SYSTEM THAT PROVIDES THE HIGHEST-QUALITY CARE TO ALL. UM UCH INCLUDES TWO ACUTE CARE HOSPITALS (1) UM UPPER CHESAPEAKE MEDICAL CENTER IN BEL AIR, MD AND (2) UM HARFORD MEMORIAL HOSPITAL IN HAVRE DE GRACE, MD. WITH OVER 82 PERCENT OF OUR 3,200 TEAM MEMBERS LIVING IN HARFORD AND CECIL COUNTIES, WE TRULY ARE NEIGHBORS WHO TAKE CARE OF OUR NEIGHBORS. WE ARE DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH OF THE PEOPLE IN OUR COMMUNITY AND PROVIDING THEM WITH THE HIGHEST QUALITY OF CARE. OUR TWO HOSPITALS SUPPORT PROGRAMS AND ACTIVITIES WHERE OUR EXPERTISE AND RESOURCES CAN INFLUENCE THE FUNDAMENTAL ISSUES THAT AFFECT THE HEALTH OF THE COMMUNITY. ONE OF OUR BIGGEST AND MOST VALUABLE RESOURCES, HEALTHLINK IS A SERVICE OF OUR COMMUNITY OUTREACH PROGRAM. FOR MANY YEARS, IT HAS PROVIDED HEALTH SCREENINGS, EDUCATIONAL PROGRAMS AND SUPPORT GROUPS TO INDIVIDUALS EITHER FREE OF CHARGE OR FOR A NOMINAL FEE. BECAUSE OF THESE RESOURCES, THOUSANDS OF PEOPLE IN OUR SURROUNDING NEIGHBORHOODS HAVE THE KNOWLEDGE THEY NEED TO MAKE POSITIVE HEALTH AND WELLNESS CHOICES. HEALTHLINK ALSO PARTNERS WITH HARFORD COUNTYS OFFICE ON AGING TO PROVIDE SCREENINGS FOR THE SENIOR POPULATION, AN EVIDENCE-BASED FALLS PREVENTION PROGRAM, AND DIABETES MANAGEMENT SUPPORT GROUPS. IN CONJUNCTION WITH OUR MANY HEALTH, GOVERNMENTAL AND NON-PROFIT PARTNERS, INCLUDING HEALTHY HARFORD INC., UM UCH ACTIVELY REACHES OUT TO OUR COMMUNITY TO PROMOTE HEALTHY LIFESTYLES, IMPROVED EATING HABITS, INCREASED PHYSICAL ACTIVITY AND DECREASED TOBACCO USE FOR THE PREVENTION OF CHRONIC DISEASE AND OBESITY, TWO PREVALENT AND VERY PREVENTABLE CONDITIONS. HEALTHY HARFORD, WHICH WAS FOUNDED BY UM UCH AND OTHER COUNTY PARTNERS, PREDOMINANTLY ENGAGES THE UNDERSERVED AND HOMELESS POPULATION AND WORKS ALONGSIDE HARFORD COUNTY UNITED WAY AND MORE THAN 100 AGENCIES, INCLUDING THE INTERFAITH COMMUNITY. TO MEET THE HIGH PRIORITY NEEDS OF THE AREA, UM UCH ALSO IMPLEMENTED THE FOLLOWING: - A SIX-WEEK LIVING WELL CHRONIC DISEASE SELF-MANAGEMENT PROGRAM - MENTAL HEALTH FIRST AID TRAINING - INCREASED ACCESS TO CARE STUDIES FOR LOW-INCOME HARFORD COUNTY RESIDENTS WITHOUT TRANSPORTATION - KIDS IN SAFETY SEATS (KISS)-TRAINED CAR SEAT INSTALLATION INSPECTOR TEAMS - PRESCRIPTION AND ILLEGAL SUBSTANCE ABUSE PREVENTION PROGRAMS UM UCH ALSO PARTICIPATES IN VARIOUS COUNTY, STATE AND REGIONAL EMERGENCY PREPAREDNESS PLANNING ACTIVITIES AND DRILLS WITH OUR COMMUNITY PARTNERS SUCH AS EMERGENCY SERVICES, FIRE AND RESCUE, THE DEPARTMENT OF HEALTH, COUNTY GOVERNMENT, FEMA AND MEMA. THIS SERVES TO ENSURE THAT, IN THE EVENT OF A DISASTER OR EMERGENCY, OUR HOSPITALS ARE READY TO SUPPORT AND CARE FOR OUR COMMUNITY. ECONOMIC DEVELOPMENT IS A PRIORITY OF THE HEALTH SYSTEM, AS WELL, AND WE HAVE LEADERSHIP PARTICIPATION IN THE HARFORD COUNTY CHAMBER OF COMMERCE. HEALTH CARE SYSTEMS ACROSS THE COUNTRY, INCLUDING UM UCH, FACE NEW CHALLENGES AS THEY WORK TO IMPROVE THE WAY HEALTH CARE IS DELIVERED. AT UPPER CHESAPEAKE, WE STRIVE TO ENHANCE THE LIVES OF THOSE IN OUR COMMUNITY BY WORKING TOGETHER TO PROVIDE A CONTINUUM OF CARE ACROSS MANY DISCIPLINES. OUR AFFILIATION WITH THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM ALLOWS US TO PROVIDE THE GROWING NORTHEAST MARYLAND AREA WITH EXPANDED CLINICAL SERVICES, PROGRAMS, FACILITIES AND INCREASED PHYSICIAN RECRUITMENT. WE ARE COMMITTED TO DELIVERING WORLD-CLASS SERVICES AND TECHNOLOGY TO ALL THAT WE SERVE, AND PLAYING A CRITICAL ROLE IN SUSTAINING AND IMPROVING THE HEALTH AND WELLNESS OF OUR COMMUNITY. COMMUNITY BY WORKING TOGETHER TO PROVIDE A CONTINUUM OF CARE ACROSS MANY DISCIPLINES. OUR AFFILIATION WITH THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM ALLOWS US TO PROVIDE THE GROWING NORTHEAST MARYLAND AREA WITH EXPANDED CLINICAL SERVICES, PROGRAMS, FACILITIES AND INCREASED PHYSICIAN RECRUITMENT. WE ARE COMMITTED TO DELIVERING WORLD-CLASS SERVICES AND TECHNOLOGY TO ALL THAT WE SERVE, AND PLAYING A CRITICAL ROLE IN SUSTAINING AND IMPROVING THE HEALTH AND WELLNESS OF OUR COMMUNITY. Bad Debt Expense Reporting in Maryland Schedule H, Part III, line 2 and 3 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. Footnote for Bad Debt Expense in Audited Financial Statements Schedule H, Part III, line 4 The corporation records revenues and accounts receivable from patients and third-party payors at their estimated net realizable value. Revenue is reduced for anticipated discounts under contractual arrangements and for charity care. An estimated provision for bad debts is recorded in the period the related services are provided based upon anticipated uncompensated care, and is adjusted as additional information becomes available. The provision for bad debts is based upon management's assessment of historical and expected net collections considering historical business and economic conditions, trends in healthcare coverage, and other collection indicators. Periodically throughout the year, management assesses the adequacy of the allowance for uncollectible accounts based upon historical write-off experience by payor category. The results of this review are then used to make modifications to the provision for bad debts and to establish an allowance for uncollectible receivables. After collection of amounts due from insurers, the Corporation follows internal guidelines for placing certain past due balances with collection agencies. For receivables associated with services provided to patients who have third-party coverage, the Corporation analyzes contractually due amounts and provides an allowance for bad debts, allowance for contractual adjustments, provision for bad debts, and contractual adjustments on accounts for which the third-party payor has not yet paid or for payors who are known to be having financial difficulties that make the realization of amounts due unlikely. For receivables associated with self-pay patients or with balances remaining after the third-party coverage had already paid, the Corporation records a significant provision for bad debts in the period of service on the basis of its historical collections, which indicates that many patients ultimately do not pay the portion of their bill for which they are financially responsible. The difference between the discounted rates and the amounts collected after all reasonable collection efforts have been exhausted is charged against the allowance for doubtful accounts. Cost-to-Charge Ratio Schedule H, Part III, Line 8 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. COLLECTION PRACTICES Schedule H, Part III, Line 9b 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. Community Health Needs Assessment Schedule H, Part VI, line 2 EVERY THREE YEARS A COMMUNITY HEALTH ASSESSMENT SURVEY/PLAN IS PERFORMED. Eligibility Education & Financial Assistance Schedule H, Part VI, Line 3 UCMC makes every effort to make financial assistance information available to our patients including, but not limited to: -signage in main admitting areas and emergency rooms of the hospital -the organization's website -patient handbook distributed to all patients -brochures explaining financial assistance are made available in all patient care areas -patient plain language sheets (available in English, as well as languages spoken by UMMS patients with limited english proficiency) -appearing in print media through local newspapers Community Information Schedule H, Part VI, line 4 THE SERVICE AREA OF THE UPPER CHESAPEAKE HEALTH SYSTEM, WHICH INCLUDES UPPER CHESAPEAKE MEDICAL CENTER, CONSISTS OF THE NORTHEAST PART OF MARYLAND, INCLUDING HARFORD COUNTY, WESTERN CECIL COUNTY AND PORTION OF BALTIMORE COUNTY. THIS SERVICE AREA IS LOCATED AT THE APEX OF THE CHESAPEAKE BAY AND IS SPREAD ACROSS 536 SQUARE MILES. IT CONTAINS, AMONG OTHERS, THE CITIES AND TOWNS OF HAVRE DE GRACE, ABERDEEN, BEL AIR, FALLSTON, AND EDGEWOOD. THE SERVICE AREA ENJOYS A DIVERSE ECONOMIC BASE, RANGING FROM CONCENTRATIONS IN SERVICE, MANUFACTURING, DISTRIBUTION, AND RETAIL, TO FEDERAL GOVERNMENT EMPLOYMENT. HARFORD COMMUNITY COLLEGE PROVIDES A LOCAL VENUE FOR ADVANCED EDUCATION AND HARFORD COUNTY'S PROXIMITY TO BALTIMORE GIVES IT ACCESS TO NATIONALLY RECOGNIZED UNIVERSITIES WHICH HELP PROVIDE A SKILLED WORKFORCE. THE SERVICE AREA IS SERVED BY INTERSTATE 95, AMTRAK AND FREIGHT RAIL LINES ALONG THE BUSY EAST-COAST TRANSPORTATION CORRIDOR BETWEEN NEW YORK AND WASHINGTON, DC. IN 2013, THE SERVICE AREA HAD A TOTAL POPULATION OF 249,215 PEOPLE WITH HISTORICAL ANNUAL GROWTH RATES OF APPROXIMATELY 1.8% PER YEAR. THIS GROWTH HAS BEEN CHARACTERIZED BY AN INFLUX OF YOUNG FAMILIES SEEKING SUBURBAN ENVIRONMENT IN WHICH TO LIVE AND IS COMPLEMENTED BY A GROWTH IN BUSINESSES AND OTHER SERVICES THAT FOLLOW YOUNG, MIDDLE CLASS FAMILIES. IN 2013, THE SERVICE AREA HAD AN ESTIMATED 90,218 HOUSEHOLDS WITH A MEDIAN FAMILY INCOME OF $80,441. 91% OF THE SERVICE AREA'S ADULTS OVER THE AGE OF 25 ARE HIGH SCHOOL GRADUATES OR HIGHER; 30% ACHIEVED BACHELOR'S DEGREES OR HIGHER. THE SERVICE AREA'S GROWTH AND GEOGRAPHIC LOCATION EXPLAIN ITS ABILITY TO ATTRACT MAJOR EAST-COAST DISTRIBUTION CENTER AND INDUSTRY, WHICH HAVE PROVIDED ADDITIONAL EMPLOYMENT OPPORTUNITIES IN THE SERVICE AREA. PROMOTION OF COMMUNITY HEALTH Schedule H, Part VI, line 5 MONIES SPENT FOR HOSPITAL AND COMMUNITY PREPAREDNESS FOR HAZARDOUS ACCIDENTS, NATURAL DISASTERS, AND COALITION BUILDING IN THE COMMUNITY. Affiliated Health Care System Roles Schedule H, Part VI, Line 6 UCMC 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. HARFORD MEMORIAL HOSPITAL, INC. (HMH) IS ONE HOSPITAL IN AN "AFFILIATED HEALTH CARE SYSTEM" THAT INCLUDES A SECOND HOSPITAL, UPPER CHESAPEAKE MEDICAL CENTER, INC. (UCMC), A PHYSICIAN SERVICES ORGANIZATION (UPPER CHESAPEAKE MEDICAL SERVICES, INC.), A PROPERTY HOLDING COMPANY (UPPER CHESAPEAKE PROPERTIES, INC.), A HOSPICE RESIDENCE (UPPER CHESAPEAKE RESIDENTIAL HOSPICE HOUSE, INC. & HOSPICE OF HARFORD COUNTY LLC) AND A FOR-PROFIT VENTURE WITH INVESTMENTS IN PRIVATE IMAGING SERVICES (UPPER CHESAPEAKE HEALTH VENTURES, INC.). AS PART OF UMMS, UPPER CHESAPEAKE HEALTH UNDERSTANDS THAT HEALTH CARE GOES BEYOND THE WALLS OF THE HOSPITAL AND INTO THE COMMUNITY IT SERVES. UMMS HOSPITALS ARE COMMITTED TO STRENGTHENING THEIR NEIGHBORING COMMUNITIES. IN DOING SO, THE UMMC UNIVERSITY CAMPUS 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 UMMC UNIVERSITY CAMPUS IS COMMITTED TO HEALTH EDUCATION, ADVOCACY, COMMUNITY PARTNERSHIPS, AND ENGAGING PROGRAMS WHICH FOCUS ON HEALTH AND WELLNESS WITH THE GOAL OF ELIMINATING HEALTH CARE DISPARITIES IN THE WEST BALTIMORE COMMUNITY. State Filing of Community Benefit Report Schedule H, Part VI, Line 7 As required by Maryland statute for all hospitals, UCMC files an annual community benefit report with Marylands Health Services Cost Review Commission (HSCRC) by December 15th each year. true UPPER CHESAPEAKE PROPERTIES 520 UPPER CHESAPEAKE DRIVE BEL AIR BEL AIR MD 21014 521907237 501(C)(2) 282948 GENERAL SUPPORT UC RESIDENTIAL HOSPICE HOUSE 520 UPPER CHESAPEAKE DRIVE BEL AIR BEL AIR MD 21014 264737028 501(c)(3) 177745 General support UPPER CHESAPEAKE MEDICAL SERVICES 520 UPPER CHESAPEAKE DRIVE BEL AIR BEL AIR MD 21014 260737028 501(c)(3) 13481254 Physician practices 2 1 SCHEDULE I - GRANTS & OTHER ASSISTANCE PART I, QUESTION 2 FOR THE CURRENT YEAR, THE FILING ORGANIZATION MADE GRANTS TO ITS RELATED ORGANIZATIONS. THERE IS NO SPECIFIC MONITORING OF THE GRANT FUNDS; HOWEVER, THE FILING ORGANIZATION HAS ADOPTED BEST PRACTICES FOR INTERNAL CONTROLS. WHEN GRANTS ARE MADE TO UNRELATED ORGANIZATIONS, THE FILING ORGANIZATION DOES HAVE A WRITTEN AND APPROVED CHARITABLE GIVING POLICY AND PROCEDURE. THERE IS WRITTEN CRITERIA REGARDING THE RECOMMENDATIONS FOR CONSIDERATION WHEN EVALUATING CONTRIBUTION REQUESTS SUCH AS FOLLOWS: (1) THAT CONTRIBUTIONS WILL BE MADE ONLY TO ORGANIZATIONS FOR PURPOSES CONSISTENT WITH UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM'S (PARENT ENTITY) VISION AND MISSION. (2) CONTRIBUTIONS WILL BE MADE ONLY TO NOT-FOR-PROFIT ORGANIZATIONS. (3) CONTRIBUTIONS WILL PREFERABLY BE MADE TO ORGANIZATIONS WHICH DIRECTLY SERVE THE CITIZENS OF HARFORD AND CECIL COUNTIES. (4) CONTRIBUTIONS WILL NOT BE GIVEN TO INDIVIDUALS (EXLUDING SCHOLARSHIPS). (5) CONTRIBUTIONS WILL NOT BE MADE FOR RELIGIOUS PURPOSES; HOWEVER, THERE MAY BE CONTRIBUTIONS GIVEN FOR A SPECIFIC EFFORT OR PROGRAM WITHIN A CHURCH OR RELIGIOUS FACILITY WHICH PROVIDES HEALTH-RELATED SERVICES TO THE BROADER COMMUNITY. (6) CONTRIBUTIONS WILL NOT BE MADE IN SUPPORT OF POLITICAL ADVOCACY. (7) UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM WILL STRIVE TO DONATE TO ORGANIZATIONS WHERE THE MAJORITY OF THE FUNDS RECEIVED ARE APPLIED DIRECTLY TO THE NEED THE ORGANIZATION IS DESIGNED TO MEET. *** REQUESTS FOR $5,000 AND UNDER ARE REFERRED TO THE PRESIDENT/CEO FOR REVIEW *** REQUESTS FOR GREATER THAN $5,000 ARE REFERRED TO THE COMMUNITY DEVELOPMENT COMMITTEE FOR DISCUSSION AND APPROVAL. false true false false false false false true false LYLE E SHELDON PRESIDENT/CEO/DIRECTOR 0 707387 0 323138 0 224827 0 10800 0 27981 0 1294133 0 200468 Robert A Chrencik Director/UMMS President & CEO 0 1318061 0 995265 0 276702 0 10800 0 14219 0 2615047 0 0 Angela Poppe Ries MD DIRECTOR- end 6/28/18 0 220002 0 0 0 261 0 8810 0 682 0 229755 0 0 Joyce Fox VP - Patient SVCS/CNO 0 277236 0 113667 0 39344 0 10800 0 113 0 441160 0 35344 roy h phillips physician 236158 0 65000 0 2934 0 10285 0 19421 0 333798 0 0 0 olufunmilayo onobrakpeya physician 210909 0 40000 0 456 0 9541 0 21080 0 281986 0 0 0 jeffrey m zale physician advisor 203874 0 0 0 2501 0 6381 0 19121 0 231877 0 0 0 tanu s chandra physician 146887 0 33000 0 0 0 2500 0 558 0 182945 0 0 0 angela m kaitis Dir- pharmaceutical services 161359 0 14816 0 7392 0 9410 0 11150 0 204127 0 0 0 Diane C Fitzgerald EXEC DIR- ONCOLOGY SVC LINE 157810 0 14467 0 603 0 3090 0 17874 0 193844 0 0 0 HENRY J FRANEY DIRECTOR (umms rep) 0 873195 0 395891 0 233820 0 10800 0 11824 0 1525530 0 0 Muhammad Jokhadar MD Ex-Officio/Physician 320797 0 52426 0 300 0 10800 0 26559 0 410882 0 0 0 Joseph E Hoffman III Sr VP/CFO - (end 3/4/2018) 0 425089 0 180560 0 55436 0 74961 0 21205 0 757251 0 51329 COMPENSATION OF EXECUTIVES SCHEDULE J, PART I, QUESTION 3 THIS ORGANIZATION DOES NOT DIRECTLY PAY THE CHIEF EXECUTIVE OFFICER. ALL COMPENSATION TO THE CHIEF EXECUTIVE OFFICER REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORP CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B During the fiscal year ended June 30, 2018, certain officers and key employees participated in a supplemental nonqualified retirement plan. The individuals listed below have vested in the plan, therefore the contributions to the plan for the CALENDAR YEAR 2017 are reported as taxable compensation and reported on Schedule J, Part II, Line B(III), Other Reportable Compensation: Lyle E. Sheldon Robert A. Chrencik Joseph E. Hoffman, III Henry J. Franey Joyce Fox During the fiscal year ended June 30, 2018, certain officers and key employees participated in a supplemental nonqualified retirement plan. The individuals listed below have not vested in certain portions of the plan, therefore the accrued contributions to the plan for the CALENDAR YEAR 2017 are reported on Schedule J, Part II, Line C, retirement and other deferred compensation: Joseph E. Hoffman, III NON-FIXED PAYMENTS SCHEDULE J, PART I, QUESTION 7 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. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III PROVIDING HEALTHCARE SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY FOR SUCH SERVICES. FOR MORE THAN 90 YEARS, UPPER CHESAPEAKE HEALTH HAS BEEN PROVIDING COMPREHENSIVE, HIGH QUALITY HEALTHCARE. ITS TWO HOSPITALS, HARFORD MEMORIAL HOSPITAL AND UPPER CHESAPEAKE MEDICAL CENTER OFFER SOME OF THE AREA'S MOST ADVANCED INPATIENT AND OUTPATIENT SERVICES SO THAT PATIENTS CAN ENJOY THE SUPERIOR WELLNESS RESOURCES A HEALTHY LIFESTYLE NEEDS, WITHOUT LEAVING THEIR NEIGHBORHOOD. UPPER CHESAPEAKE HEALTH IS A COMMUNITY-BASED, NON-PROFIT HEALTH SYSTEM LOCATED IN HARFORD COUNTY, MARYLAND. OUR VISION IS BASED ON CREATING THE HEALTHIEST COMMUNITY IN MARYLAND. BUILDING ON THAT VISION, WE HAVE A STRONG COMMITMENT TO SERVICE EXCELLENCE. SO MUCH SO THAT IT HAS BECOME PART OF THE FABRIC OF THE HEALTHCARE EXPERIENCE AT UPPER CHESAPEAKE HEALTH. UPPER CHESAPEAKE HEALTH HAS OVER 2,500 PHYSICIANS AND HEALTHCARE PROFESSIONALS WHO ARE DELIVERING CARE FOR THE MIND, BODY, AND SPIRIT IN SETTINGS FROM OFFICES, TO OUTPATIENT CENTERS, TO HOSPITALS, TO SHOPPING CENTERS, TO BUSINESSES, AND TO HOMES. UPPER CHESAPEAKE MEDICAL CENTER IS A MEMBER OF THE UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM. UPPER CHESAPEAKE MEDICAL CENTER (THE MEDICAL CENTER) IS AN ACUTE CARE, NON-PROFIT FACILITY OFFERING A FULL COMPLEMENT OF MEDICAL, DIAGNOSTIC AND EMERGENCY CARE SERVICES. THE MEDICAL CENTER IS FULLY ACCREDITED BY THE JOINT COMMISSION ON THE ACCREDITATION OF HEALTHCARE ORGANIZATIONS (JCAHO). THIS PREMIER HEALTH CARE FACILITY INCORPORATES SEVERAL TRENDS THAT REFLECT HOW HEALTH CARE IS CHANGING, INCLUDING REORIENTATION TOWARDS OUTPATIENT CARE, MORE ACUTELY ILL PATIENTS IN THE HOSPITAL AND FLEXIBILITY FOR GROWTH AND CHANGE TO MEET OUR COMMUNITY'S FUTURE HEALTH CARE NEEDS. LOCATED ON THE MEDICAL CAMPUS IS THE UPPER CHESAPEAKE MEDICAL CENTER WITH 194 ACUTE CARE BEDS. ADJACENT TO THE MEDICAL CENTER IS THE AMBULATORY CARE CENTER OF HARFORD COUNTY, CONTAINING PHYSICIAN OFFICES, OUTPATIENT IMAGING AND LABORATORY PROCEDURES, OUTPATIENT PRE-ASSESSMENT TESTING AND ASSESSMENT, UPPER CHESAPEAKE CARDIOVASCULAR INSTITUTE, AND THE ADMINISTRATIVE OFFICES OF THE UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM. ALSO LOCATED NEXT TO THE MEDICAL CENTER, IS A PRE-EXISTING MEDICAL OFFICE BUILDING WITH PHYSICIAN OFFICES AND OTHER HEALTHCARE RELATED SERVICES, A PARKING GARAGE AND A SECOND MEDICAL OFFICE BUILDING WHICH INCLUDES OUTPATIENT SERVICES AND PHYSICIAN OFFICES. HARFORD MEMORIAL HOSPITAL AND UPPER CHESAPEAKE MEDICAL CENTER MAINTAIN CHARITY CARE PROGRAMS AND, IN ADDITION, CONDUCT MANY COMMUNITY OUTREACH AND COMMUNITY BUILDING ACTIVITIES INCLUDING: - COMMUNITY HEALTH EDUCATION PROGRAMS WHICH INCLUDE NEWBORN BABY CARE, SITTER SAFETY PROGRAM, INFANT CPR, INFANT SAFETY, STOP SMOKING CLASS, KIDS SAFETY CLASS, AND PRENATAL BREAST FEEDING CLASS - SUPPORT GROUPS INCLUDING BREAST FEEDING SUPPORT, BREAST CANCER AWARENESS GROUPS, PERINATAL BEREAVEMENT, ASTHMA SUPPORT GROUP, WIDOW AND WIDOWERS SUPPORT GROUP, GRIEF SUPPORT GROUP, PROSTATE CANCER SUPPORT GROUP, AMPUTEE NETWORK, BRAIN INJURY SUPPORT GROUP, STROKE CLUB, LUPUS SUPPORT GROUP, AND OTHERS - HEALTH SCREENINGS INCLUDING SCREENINGS FOR OSTEOPOROSIS, CARDIAC PROBLEMS, BLOOD PRESSURE, AND OTHER ISSUES - FREE AND MOBILE CLINIC EXISTENCE OF MEMBERS PART VI, SECTION A, GOVERNING BODY & MANAGEMENT, QUESTION 6, 7a & 7B University of Maryland Upper Chesapeake HEALTH SYSTEM, INC. (UMUCHS) IS THE SOLE MEMBER OF UPPER CHESAPEAKE MEDICAL CENTER. UMUCHS MAY ELECT ONE OR MORE BOARD MEMBERS OF THE GOVERNING BODY AND ALL DECISIONS OF THE GOVERNING BODY MUST BY APPROVED BY UMUCHS. FORM 990 REVIEW PROCESS PART VI, SECTION B, POLICIES, QUESTION 11B THE BOARD OF UNIVERISTY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. ("HEALTH SYSTEM") related to the filing organization, HAS ASSIGNED THE EXECUTIVE COMMITTEE OF THE HEALTH SYSTEM'S BOARD TO REVIEW AND APPROVE ALL CONTENTS OF FORM 990 ON BEHALF OF THE BOARDS OF ALL HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. IN TURN, ONCE THE FORM 990 HAS BEEN APPROVED BY HEALTH SYSTEM'S EXECUTIVE COMMITTEE, A FINAL VERSION OF THE FORM 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS OF THE RESPECTIVE HEALTH SYSTEM'S TAX-EXEMPT AFFILIATES. CONFLICT OF INTEREST POLICY MONITORING & ENFORECEMENT FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S OFFICERS, DIRECTORS AND MEDICAL STAFF MEMBERS, AS APPLICABLE, SHALL 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. A QUESTIONNAIRE WHICH DISCLOSES POTENTIAL CONFLICTS OF INTEREST IS DISTRIBUTED ANNUALLY TO OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE GENERAL COUNSEL OF UMMS REVIEWS THE RESPONSES FOR UMMS AND CERTAIN OTHER AFFILIATES. THE CEO OR CFO OF EACH OF THE OTHER ENTITIES IN THE UMMS SYSTEM REVIEWS THE RESPONSES FOR THOSE ENTITIES. THE GENERAL COUNSEL, IN CONSULTATION WITH THE AUDIT COMMITTEE, IF NECESSARY, WOULD DETERMINE IF A CONFLICT OF INTEREST EXISTED. WITH RESPECT TO THE OTHER ENTITIES IN THE UMMS SYSTEM, THE GENERAL COUNSEL MAY BE CALLED FOR CONSULT. IF SO, THE GENERAL COUNSEL MAY CONSULT THE AUDIT COMMITTEE, IF NECESSARY. WHENEVER A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE NATURE OF THE CONFLICT OR POTENTIAL CONFLICT OF INTEREST MUST BE DISCLOSED IN WRITING TO THE ORGANIZATION'S BOARD, BOARD COMMITTEE, AN OFFICER OF THE ORGANIZATION OR OTHER APPROPRIATE EXECUTIVE. SUCH INDIVIDUAL HAVING A POTENTIAL CONFLICT OF INTEREST SHALL PLAY NO ROLE ON BEHALF OF THE ORGANIZATION, OR ANY ORGANIZATION CONTROLLED OR SUBSTANTIALLY OWNED, IN ANY TRANSACTION IN WHICH A CONFLICT EXISTS. 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. IN ADDITION, A BOARD DISCLOSURE REPORT IS FILED WITH THE MARYLAND HEALTH SERVICES COST REVIEW COMMISSION ON AN ANNUAL BASIS SHOWING ANY BUSINESS TRANSACTIONS BETWEEN THE BOARD MEMBERS AND THE ORGANIZATION. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, SECTION B, POLICIES, LINES 15A AND 15B The organization did not compensate its executives, but rather, the executives received compensation from a related organization. Accordingly, the organization's parent company 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 comparabilitiy 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 deliverations 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. The process is used to determine the compensation packages for all management employees from the vice president level and up. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS ARE MADE PUBLICLY AVAILABLE THROUGH THE STATE OF MARYLAND VIA THE SECRETARY OF STATES OFFICE. THE CONFLICT OF INTEREST POLICY IS GENERALLY AVAILABLE ON THE ORGANIZATIONS OR AFFILIATES WEBSITE. FINANCIAL STATEMENTS ARE MADE PUBLICLY AVAILABLE ON A QUARTERLY BASIS THROUGH FILINGS ON THE ELECTRONIC MUNICIPAL MARKET ACCESS ("EMMA") SYSTEM. PROGRAM SERVICE REVENUE PART VIII, STATEMENT OF REVENUE, Line 2A Program Service Revenue GROSS PATIENT REVENUE $ 346,069,756 Less: Allowances & Charity Policies (30,741,255) Less: Assessments (11,754,870) -------------- NET PATIENT REVENUE $ 303,573,631 OTHER CHANGES TO NET ASSETS FORM 990, Part XI, RECONCILIATION OF NET ASSETS, Line 9 Other Changes to Net Assets $ 164,696 Other Income Swap (761,972) AUDIT RECLASS (2,105,000) FY17 Strategic UMMS Fundraising (1,500,000) FY18 UMMS Enterprise Phase II Allocation (3,834,996) UMMS Depreciation Allocation 1,345,055 Economic Interest in Legacy Funding 4,262,055 RELEASE OF FOUNDATION FUNDS FOR CAPITAL 7,594 TRANSFER OF EXCESS CASH FROM CAPTIVE 1,075,390 -------------- TOTAL $ (1,347,228) Baltimore Washington Emergency Phys Inc 301 Hospital Drive Glen Burnie MD 21061 521756326 Healthcare MD 501(c)(3) 12A BWHS false Baltimore Washington Healthcare Services 301 Hospital Drive Glen Burnie MD 21061 521830243 Healthcare MD 501(c)(3) 12A UMBWMS false Baltimore Washington Medical Center Inc 301 Hospital Drive Glen Burnie MD 21061 520689917 Healthcare MD 501(c)(3) 03 UMBWMS false UM Baltimore Washington Medical SYSTEM 301 Hospital Drive Glen Burnie MD 21061 521830242 Healthcare MD 501(c)(3) 12A 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) 08 UMSRH false Univ of MD Shore Regional HealthInc 100 Brown Street Chestertown MD 21620 522046500 Healthcare MD 501(c)(3) 12A UMMSC false Chester River Hospital Center 100 Brown Street Chestertown MD 21620 520679694 Healthcare MD 501(c)(3) 03 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) 12B UMMTH false University of Maryland Midtown Health I 827 Linden Avenue Baltimore MD 21201 521175337 Healthcare MD 501(c)(3) 12B UMMSC false Maryland General Hospital Inc 827 Linden Avenue Baltimore MD 21201 520591667 Healthcare MD 501(c)(3) 03 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) 12A SHS false University of Maryland Community Medical 22 South Greene Street Baltimore MD 21201 521874111 Healthcare MD 501(c)(3) 03 UMMSC false Shore Health System Inc 219 South Washington Street Easton MD 21601 520610538 Healthcare MD 501(c)(3) 03 UMSRH false James Lawrence Kernan Hospital Inc 2200 Kernan Drive Baltimore MD 21207 520591639 Healthcare MD 501(c)(3) 03 UMMSC false University of MD Medical System Corp 22 South Greene Street Baltimore MD 21201 521362793 Healthcare MD 501(c)(3) 03 NA false UMMS Foundation Inc 22 South Greene Street Baltimore MD 21201 522238893 Fundraising MD 501(c)(3) 12A UMMSC false University of Maryland Charles Regional PO Box 1070 La Plata MD 20646 522155576 Healthcare MD 501(c)(3) 12c UMMSC false Civista Medical Center Inc PO Box 1070 La Plata MD 20646 520445374 Healthcare MD 501(c)(3) 03 UMCRH false Charles Regional Medical Center Foundati PO Box 1070 La Plata MD 20646 521414564 Fundraising MD 501(c)(3) 12A UMCRH false Charles Regional Medical Center Auxiliar PO Box 1070 La Plata MD 20646 521131193 Fundraising MD 501(c)(3) 12A UMCRH false Univ of MD St Joseph Foundation Inc 7601 Osler Drive Towson MD 21204 521681044 Fundraising MD 501(c)(3) 12A umsjhs false Harford Memorial Hospital Inc 520 Upper Chesapeake Dr Bel Air MD 21014 520591484 Healthcare MD 501(c)(3) 03 UMUCHS false UM Upper Chesapeake Health System Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398513 Healthcare MD 501(c)(3) 12C; III-FI UMMSC false Upper Chesapeake Health Foundation Inc 520 Upper Chesapeake Dr Bel Air MD 21014 521398507 Fundraising MD 501(c)(3) 12A 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 In 520 Upper Chesapeake Dr Bel Air MD 21014 260737028 Hospice MD 501(c)(3) 07 UMUCHS false Upper ChesapeakeSt Joseph Home CareI 520 Upper Chesapeake Dr Bel Air MD 21014 521229742 HOMECARE MD 501(c)(3) 10 UMUCHS false UMSJ Health System LLC 7601 Osler Drive Towson MD 21204 462097818 Healthcare MD 501(c)(3) 03 UMMSC false Dimensions Health Corporation 3001 Hospital Drive Cheverly MD 20785 521289729 Healthcare MD 501(c)(3) 03 UMMSC false Dimensions Healthcare Associates 3001 Hospital Drive Cheverly MD 20785 521902711 Healthcare MD 501(c)(3) 12A UMCAPRH false UM Capital Region Health Inc 250 W Pratt St Ste 2400 Baltimore MD 21201 823596114 Healthcare MD 501(c)(3) 12c UMMSC false Arundel Physicians Associates LLC 301 Hospital Drive Glen Burnie MD 20161 522000762 Healthcare MD apa inc Baltimore Washington Imaging LLC 301 Hospital Drive Glen Burnie MD 20161 200806027 Healthcare MD umbwms Universitycare LLC 22 South Greene Street Baltimore MD 21201 521914892 Healthcare MD UMMSC O'Dea Medical Arts Limited Partnership 7601 Osler Drive Towson MD 21204 521682964 Rental MD sjmc prop Advanced Imaging at St Joseph Medical C 7601 Osler Drive Towson MD 21204 521958002 Healthcare MD umsjmc University of Maryland Charles regional PO Box 1070 LaPlata MD 20646 300956382 Healthcare MD UMCRCP Baltimore ASC Ventures LLC 7620 York Road Towson MD 21204 824133899 healthcaare MD UMSJMC Arundel Physicians Associates Inc 301 Hospital Drive Glen Burnie MD 21061 521992649 Healthcare MD umbwms C Corp false Baltimore Washington Health Enterprises 301 Hospital Drive Glen Burnie MD 21061 521936656 Healthcare MD umbwms C Corp false BW Professional Services Inc 301 Hospital Drive Glen Burnie MD 21061 521655640 Healthcare MD BWHE c corp false UM Charles Regional Care Partners PO Box 1070 La Plata MD 20646 522176314 Healthcare MD umcrh C Corp false University Midtown Prof Center A Condo 827 Linden Avenue Baltimore MD 21201 521891126 Real Estate MD ummh C Corp false NA Executive Building Condo Assn Inc 301 Hospital Drive Glen Burnie MD 21061 Real Estate MD nadco C Corp false Upper Chesapeake Insurance Company po box 1109 grand cayman CJ 980468438 Insurance MD UMUCHS ltd false Upper Chesapeake Health Ventures Inc 520 Upper Chesapeake Dr Bel Air MD 21014 522031264 Healthcare MD UMUCHS C Corp false Upper Chesapeake Medical Center Land Con 520 Upper Chesapeake Dr Bel Air MD 21014 770674478 Real Estate MD UC Med Crt C Corp 0 -3307 1.00000 true Upper Chesapeake Medical Office Building 520 upper chesapeake drive bel air MD 21014 521946829 real estate MD UC HLTH Vent c corp false University of Maryland Health Advantage 22 South Greene Street Baltimore MD 21201 461411902 Insurance MD ummshp C Corp false University of Maryland Health Partners 22 South Greene Street Baltimore MD 21201 452815803 Insurance MD ummshp c corp false University of Maryland Medical System He 22 South Greene Street Baltimore MD 21201 452815722 Insurance MD UM Hlth Vent c corp false Shore Orthopedics Inc 219 S Washington Street Easton MD 21601 371817262 Healthcare MD SHS C Corp false Madison Manor Inc 5801 42nd Ave Hyattsville MD 20781 521269059 Healthcare MD UMCAPRH C Corp false Affiliated Enterprises Inc 3001 Hospital Drive Cheverly MD 20785 521542144 Healthcare MD UMCAPRH C Corp false Dimensions Assurance LTD PO Box 1363 Genesis Bldg Grand Cayman CJ 980348082 Insurance CJ UMCAPRH C Corp false Riverside Health of Delaware Inc 1966 Greenspring Drive Ste 600 Timonium MD 21093 463205820 Healthcare DE UMMSHP C Corp false Riverside Health of DC Inc 1966 Greenspring Drive Ste 600 Timonium MD 21093 461411713 Healthcare DC UMMSHP C Corp false false true true false false false false false false false false true false false false true false false