UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (EIN 52-1362793)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201831319349303593
- Schema version
- 2016v3.1
- 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 F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T13:52:54-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521362793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % S MICHELLE LEE | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4103281375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 South Greene Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY J FRANEY | PersonNm |
| Person Title | evp/cfo | PersonTitleTxt |
| Phone | 4103281376 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frank Giardini | PreparerPersonNm |
| PTIN | P00532355 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Chrencik | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W Pratt St | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,707,860,452 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.umms.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | UMMS PROVIDES A VARIETY OF INPATIENT/ OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SVCS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 11887 | TotalEmployeeCnt |
| Total Volunteers | 919 | TotalVolunteersCnt |
| Total Gross UBI | $273,505 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,807,716 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,838,015 | PYContributionsGrantsAmt |
| CY Contributions Grants | $51,749,558 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,504,055,073 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,565,664,178 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,541,654 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,386,657 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$41,003,453 | PYOtherRevenueAmt |
| CY Other Revenue | -$25,503,219 | CYOtherRevenueAmt |
| PY Total Revenue | $1,490,431,289 | PYTotalRevenueAmt |
| CY Total Revenue | $1,602,297,174 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $370,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $691,115 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $710,260,231 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $728,378,857 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $786,157,553 | PYOtherExpensesAmt |
| CY Other Expenses | $817,081,666 | CYOtherExpensesAmt |
| PY Total Expenses | $1,496,788,284 | PYTotalExpensesAmt |
| CY Total Expenses | $1,546,151,638 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,356,995 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $56,145,536 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,793,629,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,892,524,430 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,545,231,657 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,491,531,444 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,248,397,699 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,400,992,986 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UMMS PROVIDES A VARIETY OF INPATIENT/OUTPATIENT SERVICES TO PEOPLE IN THE MARYLAND AREA REGARDLESS OF THEIR ABILITY TO PAY. REVENUES ARE USED TO HELP DEFRAY THE COSTS OF SERVICES PROVIDED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,328,628,684 | ExpenseAmt |
| Grant | $691,115 | GrantAmt |
| Revenue | $1,575,247,892 | RevenueAmt |
| Desc | University of Maryland Medical System ("UMMS"), A PRIVATE, NON-PROFIT HEALTH SYSTEM, CONSISTS OF 13 HOSPITALS - THE UNIVERSITY OF MARYLAND MEDICAL CENTER (UMMC), THE ACADEMIC 'HUB' - AND THE 12 COMMUNITY AND SPECIALTY HOSPITALS THROUGHOUT THE STATE OF MARYLAND. UMMC IS A NATIONAL AND REGIONAL REFERRAL CENTER FOR TRAUMA, CANCER CARE, NEUROCARE, CARDIAC CARE AND HEART SURGERY, WOMEN'S AND CHILDREN'S HEALTH AND ORGAN TRANSPLANTS. IT HAS ONE OF THE MOST TECHNOLOGICALLY ADVANCED OPERATING ROOM FACILITIES AND IS INTERNATIONALLY RECOGNIZED FOR ITS LEADERSHIP IN DEVELOPING AND PERFORMING MINIMALLY INVASIVE SURGICAL PROCEDURES. UMMS PROVIDES CHARITY CARE TO PATIENTS UNABLE TO PAY. CHARITY CARE FOR THE YEAR ENDED 6/30/2017 IS APPROXIMATELY $15,053,251 AT COST. | Desc |
| Total Program Service Expenses | $1,328,628,684 | 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 | false | 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 | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 | Yes (true) | 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1408 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11887 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| 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 | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S MICHELLE LEE | PersonNm |
| Phone | 4103281376 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 WEST PRATT ST SUITE 1400 | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| GEORGES C BENJAMIN MD | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN A BURCH ESQ | ||||||||||
| Chair | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| SPEAKER MICHAEL E BUSCH | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| R ALAN BUTLER | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P COALE ESQ | ||||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| AUGUST J CHIASERA | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN W DILLON | ||||||||||
| DIRECTOR | 1.0 | 6.0 | Yes (X) | $156,456 | $0 | $0 | ||||
| WAYNE L GARDNER SR | ||||||||||
| DIRECTOR | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE MICHAUX GONZALES ESQ | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY P GOSSETT | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ORLAN M JOHNSON ESQ | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SEN EDWARD J KASEMEYER | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SENATOR FRANCIS X KELLY | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| BELKIS LEONG-HONG | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH V MORELAND | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN B O'CONNOR | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT L PEVENSTEIN | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| D BRUCE POOLE ESQ | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| MAYOR CATHERINE E PUGH | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROGER E SCHNEIDER MD | ||||||||||
| DIRECTOR | 1.0 | 5.5 | Yes (X) | $0 | $0 | $0 | ||||
| R KENT SCHWAB | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES T SMITH JR | ||||||||||
| DIRECTOR | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| LEONARD STOLER | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| SENATOR JOSPEH D TYDINGS | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| JUDGE ALEXANDER WILLIAMS JR | ||||||||||
| DIRECTOR | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| Michelle A Gourdine MD | ||||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Louis P Jenkins Jr Esq | ||||||||||
| director | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert D Rauch | ||||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Rifkin MD | ||||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Antonio Pl Salazar Esq | ||||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| James C DiPaula JR | ||||||||||
| director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT A CHRENCIK | ||||||||||
| PRESIDENT AND CEO | 40.0 | 10.0 | $4,241,043 | $0 | $24,034 | Yes (X) | ||||
| MOHAN SUNTHARALINGAM | ||||||||||
| PRESIDENT & CEO, UMMC | 40.0 | 10.0 | $1,263,761 | $0 | $169,477 | Yes (X) | ||||
| HENRY J FRANEY | ||||||||||
| CFO- UMMS/TREASURER | 40.0 | 1.5 | $1,754,810 | $0 | $24,034 | Yes (X) | ||||
| MEGAN M ARTHUR | ||||||||||
| SVP & GEN COUNSEL/ SEC'TY | 40.0 | 10.0 | $731,082 | $0 | $27,551 | Yes (X) | ||||
| LISA C ROWEN | ||||||||||
| SVP & CNO - UMMC | 40.0 | 10.0 | $721,140 | $0 | $24,036 | Yes (X) | ||||
| WALTER ETTINGER | ||||||||||
| SVP & CMO - UMMS | 40.0 | 10.0 | $881,588 | $0 | $112,268 | Yes (X) | ||||
| JON P BURNS | ||||||||||
| SVP & CIO | 40.0 | 2.0 | $648,238 | $0 | $24,034 | Yes (X) | ||||
| MICHAEL R JABLONOVER | ||||||||||
| SVP & CMO | 40.0 | 10.0 | $722,094 | $0 | $27,652 | Yes (X) | ||||
| KEITH D PERSINGER | ||||||||||
| SVP & CFO UMMC | 40.0 | 6.0 | $938,102 | $0 | $16,200 | Yes (X) | ||||
| DAVID P SWIFT | ||||||||||
| SVP - Chief HR Officer | 40.0 | 10.0 | $674,719 | $0 | $10,600 | Yes (X) | ||||
| JOHN W ASHWORTH III | ||||||||||
| SVP NETWORK DEVELOPMENT | 40.0 | 7.5 | $1,114,477 | $0 | $27,816 | Yes (X) | ||||
| GERALD L WOLLMAN | ||||||||||
| SVP CORP OPERATIONS | 40.0 | 10.0 | $653,134 | $0 | $27,370 | Yes (X) | ||||
| ALISON G BROWN | ||||||||||
| SVP PLANNING & MARKETING | 40.0 | 10.0 | $674,735 | $0 | $26,075 | Yes (X) | ||||
| MARK KELEMAN | ||||||||||
| CHIEF MED INFO OFFICER, UMMC | 40.0 | 10.0 | $548,575 | $0 | $27,551 | Yes (X) | ||||
| RICHARD C SZUMEL | ||||||||||
| PATHOLOGIST | 50.0 | 0.0 | $645,826 | $0 | $90,037 | Yes (X) | ||||
| JEFFERY A RIVEST | ||||||||||
| FORMER PRESIDENT & CEO - UMMC | 40.0 | 10.0 | $818,792 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,188,572 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $658,735 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 999 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| Living Legacy Foundations TRC | |||||
| 1730 Twin Springs Road Suite 200 | BALTIMORE | MD | 21227 | Organ Support | $20,012,218 |
| The Whiting Turner Contracting Comp | |||||
| PO Box 17596 | BALTIMORE | MD | 21297 | Construction | $14,592,150 |
| Towson Orthopaedic Associates | |||||
| PO Box 62511 | BALTIMORE | MD | 21297 | Orthopaedic | $10,835,345 |
| Lumeris Healthcare Outcomes LLC | |||||
| 13900 Riverport Drive | MARYLAND HEIGHTS | MO | 63043 | Consulting | $9,403,580 |
| Huntzinger Staffing Solutions LLC | |||||
| 72 Glenmaura National Blvd Suite | MOOSIC | PA | 18507 | Staffing | $8,315,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 558 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $12,049,558 | RelatedOrganizationsAmt |
| Government Grants | $39,700,000 | GovernmentGrantsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Total Contributions | $51,749,558 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | $1,481,114,436 | $1,480,059,836 | $1,054,600 |
| PHARMACY | 900099 | $84,549,742 | $84,356,971 | $192,771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,565,664,178 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,547,759 | TotalRevenueColumnAmt |
| Exclusion | $5,547,759 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,193,451 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,916,540 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,276,911 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,276,911 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,250,777 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$973,866 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,485,636 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $103,646,738 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,838,898 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,838,898 | TotalRevenueColumnAmt |
| Exclusion | $4,838,898 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| REFINANCING LOSS | 900099 | -$26,426,770 | -$26,426,770 | |
| CAFETERIA | 900099 | $3,423,666 | $3,423,666 | |
| ECARE | 900099 | $2,942,191 | $2,942,191 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,719,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,188,317 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$9,907,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$26,780,130 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,602,297,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,572,798,092 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $273,505 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$22,523,981 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,115 | TotalAmt |
| Program Services | $691,115 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,131,608 | TotalAmt |
| Program Services | $2,324,822 | ProgramServicesAmt |
| Management And General | $9,806,786 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,980,990 | TotalAmt |
| Program Services | $473,839,948 | ProgramServicesAmt |
| Management And General | $111,141,042 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,356,903 | TotalAmt |
| Program Services | $15,679,091 | ProgramServicesAmt |
| Management And General | $3,677,812 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,598,011 | TotalAmt |
| Program Services | $54,754,389 | ProgramServicesAmt |
| Management And General | $12,843,622 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,311,345 | TotalAmt |
| Program Services | $35,892,189 | ProgramServicesAmt |
| Management And General | $8,419,156 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,352,053 | TotalAmt |
| Program Services | $2,715,163 | ProgramServicesAmt |
| Management And General | $636,890 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,385,617 | TotalAmt |
| Program Services | $1,932,350 | ProgramServicesAmt |
| Management And General | $453,267 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,377 | TotalAmt |
| Management And General | $81,377 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,100,461 | TotalAmt |
| Program Services | $95,661,374 | ProgramServicesAmt |
| Management And General | $22,439,087 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,440,499 | TotalAmt |
| Program Services | $6,026,804 | ProgramServicesAmt |
| Management And General | $1,413,695 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,854,500 | TotalAmt |
| Program Services | $15,272,145 | ProgramServicesAmt |
| Management And General | $3,582,355 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,611 | TotalAmt |
| Program Services | $109,845 | ProgramServicesAmt |
| Management And General | $25,766 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,894,320 | TotalAmt |
| Program Services | $21,784,399 | ProgramServicesAmt |
| Management And General | $5,109,921 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,893 | TotalAmt |
| Program Services | $937,893 | ProgramServicesAmt |
| Management And General | $220,000 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,945,855 | TotalAmt |
| Program Services | $2,386,143 | ProgramServicesAmt |
| Management And General | $559,712 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,654,708 | TotalAmt |
| Program Services | $20,780,313 | ProgramServicesAmt |
| Management And General | $4,874,395 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,359,618 | TotalAmt |
| Program Services | $78,051,291 | ProgramServicesAmt |
| Management And General | $18,308,327 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,959,564 | TotalAmt |
| Program Services | $2,676,299 | ProgramServicesAmt |
| Management And General | $283,265 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $333,743,956 | $333,743,956 | |
| BAD DEBT EXPENSES | $73,814,859 | $73,814,859 | |
| REPAIR/MAINTENANCE | $51,947,270 | $42,077,289 | $9,869,981 |
| TRANSPLANT COSTS | $24,449,875 | $24,449,875 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,803,630 | TotalAmt |
| Program Services | $23,027,132 | ProgramServicesAmt |
| Management And General | $3,776,498 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,546,151,638 | TotalAmt |
| Program Services | $1,328,628,684 | ProgramServicesAmt |
| Management And General | $217,522,954 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,611,380 | BOYAmt |
| EOY | $311,069,105 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,652,361 | BOYAmt |
| EOY | $173,649,959 | 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) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,187,093 | BOYAmt |
| EOY | $28,558,606 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,830,617 | BOYAmt |
| EOY | $16,597,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,926,883,450 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,009,532,480 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,069,313 | BOYAmt |
| EOY | $917,350,970 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,553,000 | BOYAmt |
| EOY | $81,179,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,598,913 | BOYAmt |
| EOY | $151,114,732 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,110,026,679 | BOYAmt |
| EOY | $2,212,904,587 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,629,356 | BOYAmt |
| EOY | $3,892,524,430 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,229,357 | BOYAmt |
| EOY | $250,133,272 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,156 | BOYAmt |
| EOY | $1,081,577 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,430,389 | BOYAmt |
| EOY | $1,442,202,092 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,496,790 | BOYAmt |
| EOY | $152,463,961 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,581,965 | BOYAmt |
| EOY | $645,650,542 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,545,231,657 | BOYAmt |
| EOY | $2,491,531,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,816,232 | BOYAmt |
| EOY | $1,180,460,727 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,892,728 | BOYAmt |
| EOY | $218,843,520 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,688,739 | BOYAmt |
| EOY | $1,688,739 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,248,397,699 | BOYAmt |
| EOY | $1,400,992,986 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,793,629,356 | BOYAmt |
| EOY | $3,892,524,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $56,145,536 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,050,206 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $82,399,545 | 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 |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| 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 | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $6,600 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $74,777 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $81,377 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | OTHER ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | SCHEDULE C, PART II-B, LINE 1I Direct lobbying efforts relate to Federal, state and local legislation affecting health care issues. 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 6.46% AND 21.78% 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,149,661 | OtherCostOrOtherBasisAmt |
| Book Value | $74,149,661 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,086,634,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $542,490,187 | DepreciationAmt |
| Book Value | $544,143,854 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,649,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,849,332 | DepreciationAmt |
| Book Value | $4,799,895 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $690,303,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $462,659,536 | DepreciationAmt |
| Book Value | $227,643,754 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,147,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $533,426 | DepreciationAmt |
| Book Value | $66,613,806 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $917,350,970 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| AFFILIATE RECOVERY | $784,659,977 |
| INVESTMENT IN SUBSIDIARIES | $694,528,894 |
| ECO.INT. ASSETS LIMITED TO USE | $197,123,536 |
| OTHER RECEIVABLES | $151,806,665 |
| ASSETS WHOSE USE IS LIMITED | $148,869,129 |
| DUE TO AFFILIATES | $98,532,696 |
| SELF INSURANCE TRUST FUNDS | $72,827,537 |
| DEBT SERVICE FUND | $36,616,568 |
| ESCROW | $19,636,831 |
| DEFERRED FINANCING COSTS | $8,302,754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,212,904,587 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| INT. RATE SWAPS MARK TO MARKET | $194,524,430 |
| LINE OF CREDIT | $125,000,000 |
| OTHER MALPRACTICE | $123,757,897 |
| ADVANCES FROM 3RD PARTY PAYORS | $79,154,645 |
| CAPITAL LEASE | $39,129,353 |
| UMHV LT LIABILITY | $35,700,000 |
| OTHER LIABILITIES | $34,377,145 |
| CREDIT BALANCES | $14,007,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $645,650,542 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X | FormAndLineReferenceDesc |
| Explanation | FIN 48 FOOTNOTE PER AUDIT REPORT THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM 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 BENEFITS THAT SHOULD BE RECOGNIZED. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Captive insurance | SpecificServicesProvidedTxt |
| Region Total Expenditures | $123,041,711 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $123,041,711 | SubtotalSpentAmt |
| Total Spent | $123,041,711 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
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 |
| 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 | $15,053,251 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $15,053,251 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01020 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,053,251 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $15,053,251 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01020 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,809,574 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $674,443 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,135,131 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00150 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $167,468,907 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $167,468,907 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11370 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,090,478 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,257,143 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,833,335 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00670 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $561,242 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $561,242 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $189,930,201 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,931,586 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $179,998,615 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.12230 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $204,983,452 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,931,586 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $195,051,866 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.13250 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $37,598 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $37,598 | NetCommunityBenefitExpnsAmt |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,684 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,684 | NetCommunityBenefitExpnsAmt |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,752 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $11,752 | NetCommunityBenefitExpnsAmt |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,529 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,529 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,709 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $10,709 | NetCommunityBenefitExpnsAmt |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $174,687 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $174,687 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $246,959 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $246,959 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $54,715,173 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $417,293,076 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $366,251,087 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $51,041,989 | 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 | University of Maryland Medical Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 S Greene Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTP://UMM.EDU | WebsiteAddressTxt |
| State License | 30-068 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Facility Reporting Group | 1 | FacilityReportingGroupCd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV OF MD MEDICAL CENTER | 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 | 15 | 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 | HTTP://UMM.EDU/ | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTP://UMM.EDU/ | 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. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 500. | 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 |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| 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 | HTTP://UMM.EDU/ | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | HTTP://UMM.EDU/ | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | HTTP://UMM.EDU/ | 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 |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| University of Maryland Hospital - 1 | Input From Persons Representing the Broad Interests of the Community Schedule H, Part V, Line 5 Three major groups of individuals were utilized in the CHNA process; the public, health experts, and community leaders/organizations as outlined below. A) Community Perspective The communitys 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. The sample size was 1,212 Baltimore City residents from the identified CBSA zip codes. B) Health Experts Methods -Reviewed & included National Prevention Strategy Priorities, Maryland State Health Improvement Plan (SHIP) indicators, and Healthy Baltimore 2015 plan from the Baltimore City Health Department -Reviewed Marylands State Health Improvement Plan (SHIP) and attended state-wide health summit in October 2014. -Progress to date on SHIP measures were presented as well as state-wide health priorities for upcoming multi-year cycle. -Conducted campus-wide stakeholder retreat in March 2015, including University of Maryland Schools of Medicine, Nursing, Social Work and University of Maryland Baltimore (UMB) Community Affairs office -Interviewed Director of Chronic Disease Prevention at Baltimore City Health Department C) Community Leaders Methods -Hosted a focus group in collaboration with the other Baltimore-based University of MAryland Medical Systems (UMMS) hospitals for community-based organization partners to share their perspectives on health needs (October 30, 2014). Over 20 different organizations were represented at this focus group to name a few of the larger groups: -American Heart Association -American Cancer Society -American Diabetes Association -Association of Black Charities (ABC) -Center for Urban Families -Safe Kids -Legacy Foundation -Baltimore City Health Department -UMB Campus Faculty |
| CHNA Conducted with Other Hospital Facilities | Schedule H, Part V, Line 6a -University of Maryland Medical System -University of Maryland Medical Center (UMMC) Midtown Campus -University of Maryland Rehabilitation and Orthopedic Institute -Mount Washington Pediatric Hospital |
| CHNA Conducted With Organizations Other than Hospitals | Schedule H, Part V, Line 6b -University of Maryland Baltimore Founding Campus/Professional Schools -Baltimore City Health Department -Union Baptist Church |
| Addressing Needs in the CHNA | Schedule H, Part V, line 11 Selecting Priorities Analysis of all quantitative and qualitative data described in the next section identified these top four areas of need within Baltimore City. These top priorities represent the intersection of documented unmet community health needs and the organizations key strengths and mission. These priorities were identified and approved by the UMMC/Midtown CHI Team and validated with the health experts from the UMB Campus Panel. An additional priority, health literacy, is shared throughout the UMMS system. 1.Cardiovascular Disease Prevention 2.Workforce Development 3.Maternal and Child Health 4.Violence Prevention Health Literacy (shared UMMS priority) Each strategic priority has an accompanying implementation plan where objectives, initiatives, community partners, and evaluation strategies are outlined. These implementation plans drive the various initiatives within the three years between needs assessments. Progress is reviewed annually and revisions and/or improvements are made as needed. In addition to the identified strategic priorities from the CHNA, UMMC University Campus employs the following prioritization framework which is stated in the UMMC/Midtown Community Outreach Plan. Because the Medical Center, serves the region and state, priorities may need to be adjusted rapidly to address an urgent or emergent need in the community, (i.e. disaster response or infectious disease issue). The CHNA prioritized needs for the Sustained and Strategic Response Categories and the Rapid and Urgent Response Categories needs will be determined on an as-needed basis. UMMC and UMMC Midtown Campus will provide leadership and support within the communities served at variety of response levels. Rapid and Urgent response levels will receive priority over sustained and strategic initiatives as warranted. -Rapid Response - Emergency response to local, national, and international disasters, i.e. civil unrest, weather disasters earthquake, blizzards, terrorist attack -Urgent Response - Urgent response to episodic community needs, i.e. H1N1/ Flu response -Sustained Response - Ongoing response to long-term community needs, i.e. obesity and tobacco prevention education, health screenings, workforce development -Strategic Response - Long-term strategic leadership at legislative and corporate levels to leverage relationships to promote health-related policy or reform and build key networks Future Community Health Needs Assessments will be conducted in Fiscal Year 2018 and every three years afterward and strategic priorities will be re-evaluated then. Programmatic evaluations will occur on an ongoing basis and annually, and adjustments to programs will be as needed. All community benefits reporting will occur annually to meet state and federal reporting requirements. Unmet Community Needs Several additional topic areas were identified by the Community Health Improvement Team during the CHNA process including: Behavioral/mental health, safe housing, transportation, and substance abuse. While the UMMC University Campus will focus the majority of its efforts on the identified strategic programs outlined below, 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 clinical programs (i.e. Methadone clinics, Residential Psychiatric program) or through collaboration with the UMMC Midtown Campus or other health care organizations as needed. Additionally, substance abuse programming is already integrated into existing programs at the Medical Center Storks Nest and Violence Prevention programs. The additional unmet needs not addressed by UMMC or UMMC Midtown Campus will also continue to be addressed by key Baltimore City governmental agencies and existing community-based organizations. The UMMC University Campus strategic community priorities target the intersection of the identified community needs and the organizations key strengths and mission. The needs assessment process will be repeated in Fiscal Year 2018. |
| Schedule H, Part V, Line 13h | THE FINANCIAL ASSISTANCE POLICY EXPLAINS SEVERAL ELIGIBILITY CRITERIA, INCLUDING PARTICIPATION IN MEDICAID/MEDICARE PROGRAMS AS WELL AS ELIGIBILITY UNDER VARIOUS STATE REGULATIONS. IN COMPLIANCE WITH THE NEW IRC SECTION 501(R) REGULATIONS UMMS HAS UPDATED THEIR FINANCIAL ASSISTANCE POLICY TO ENSURE ITS COMPLIANCE WITH IRS REGULATIONS. 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. |
| Schedule H, Part V, Line 22 | ALL PATIENTS ARE CHARGED STATE REGULATED RATES, REGARDLESS OF THEIR ABILITY TO PAY. IN REGARD TO THE PROVISION OF HEALTH CARE SERVICES AND THEIR RELATED CHARGES BY HOSPITALS. ALL HOSPITAL CHARGES PROCESSED TO ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, ARE SET THROUGH MARYLAND'S HEALTH SERVICES COST COMMISSION. ACCORDINGLY, ALL HOSPITAL CHARGES ARE NOT GROSS CHARGES AS DEFINED BY THE IRS UNDER INTERNAL REVENUE CODE SECTION 501(R)(5)(B). |
| Schedule H, Part V, Line 24 | THE STATE OF MARYLAND IS A UNIQUE STATE IN REGARD TO THE PROVISION OF HEALTH CARE SERVICES AND THEIR RELATED CHARGES BY HOSPITALS. ALL HOSPITAL CHARGES PROCESSED TO ALL PAYORS, INCLUDING GOVERNMENTAL PAYORS, ARE SET THROUGH MARYLAND'S HEALTH SERVICES COST COMMISSION. ACCORDINGLY, ALL HOSPITAL CHARGES ARE NOT GROSS CHARGES AS DEFINED BY THE IRS UNDER INTERNAL REVENUE CODE SECTION 501(R)(5)(B). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UniversityCare Edmondson Village | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4538 Edmondson Ave | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | Healthcare Clinic | FacilityTxt |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Related Organization Benefit Report | Schedule H, Part I, Line 6a An annual Community Benefit Report is prepared for each fiscal year ending June 30. This report is submitted to the Health Services Cost Review Commission (HSCRC), a state regulatory agency, by December 15 of each year. In addition, the annual Community Benefit Report is available upon request at the entity's corporate offices. |
| Costing Methodology | Schedule H, Part I, line 7a, Column D, and line 7f, column (C) and (D) 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. Schedule H, Line 7b, Columns (c) through (f) 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 | Schedule H, Part II Community Building activities include the numerous workforce/career development programs that are in place at the University of Maryland Medical Center (University and Midtown Campuses). These programs promote literacy, health literacy, and job skills to prepare young adults and current employees for a variety of positions within either the Medical Center or in the healthcare industry. The health of the community is impacted by having individuals prepared for jobs that enable them to obtain health insurance while also assisting them to be more aware of their own healthcare needs. Workforce/Career Development programs include: Youthworks BACH Fellows Project SEARCH Healthcare Career Alliance Patient Care Technician Training/Surgical Tech Training Baltimore City School Partnerships (5 local schools) In FY17, 1,105 youth and 711 adults were engaged in the above workforce/career development programs. |
| Bad debt expense | Schedule H, Part III, Line 2, line 4, and line 8 In Maryland, 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 |
| 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. 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. UMMS 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 -UMMS website -patient handbook distributed to all patients -brochures explaining financial assistance are made available in all patient care areas -patient plain language sheets - newly revised in June 2016, this handout was revised and is at the 5th grade reading level (available in English, spanish, french & Chinese based on top languages spoken by UMMC patients) -appearing in print media through local newspapers |
| Community Health Care Needs Assessment - UMMS | Schedule H, Part VI, line 2 The University of Maryland Medical Center University Campus (UMMC) completed a comprehensive community health needs assessment (CHNA) in Fiscal Year 2015. This was the second CHNA completed with the first one done and reported in Fiscal Year 2012. The Association for Community Health Improvements (ACHI) 6-step Community Health Assessment Process was utilized as an organizing methodology. The UMMC/Midtown Community Health Improvement Team (CHI Team) served as the lead team to conduct the 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. In addition to using the ACHI 6-step process to lead the assessment process, the UMMC/Midtown CHI Team used an additional 5-component assessment and engagement strategy to lead the data collection methodology. The University of Maryland Medical Center (UMMC), part of the University of Maryland Medical System (UMMS), is a non-profit, 800-bed urban academic medical center located in West Baltimore with a large network of services providing care to patients each year. UMMCs admissions are primarily from within the Baltimore City and the greater metropolitan region. Many patients also are referred to the Medical Center for specialty care such as organ transplant, trauma care, cardiovascular care, and cancer care. However, for purposes of community benefits programming and this report, the Community Benefit Service Area (CBSA) of UMMC is within Baltimore City. The zip codes within Baltimore City represent the top 66% of all Baltimore City admissions in FY14. These targeted zip codes are: 21201, 21215, 21216, 21217, 21218, 21223, and 21229 The populations in these zip codes are some of the most vulnerable, underserved residents in Baltimore City. There are significant health disparities in these zip codes when compared to other zip codes in Baltimore City and Maryland. Using the above frameworks, data was collected from multiple sources, groups, and individuals and integrated into a comprehensive document which was utilized at a retreat on March 11, 2014 of the UMMC/Midtown Community Health Improvement (CHI) Team. During that strategic planning retreat, priorities were identified using the collected data and an adapted version of the Catholic Health Associations (CHA) priority setting criteria. The identified priorities were also validated by a panel of UM Clinical Advisors and UMB Campus experts. UMMC collaborated with the University of Maryland Midtown Campus and 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 Midtown Campus, University of Maryland Rehabilitation and Orthopedic Institute, and Mt Washington Pediatric Hospitals), community leaders, community partners, the University of Maryland Baltimore (UMB) academic community, the general public, local health experts, and the Baltimore City Health Department. A) Community Perspective The communitys 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 FY2015 using the following methods: -Survey insert in Maryland Health Matters (health newsletter) distributed to over 40,000 residents within the CBSA -Online survey posted to www.umm.edu website for community to complete -Waiting rooms (Ambulatory clinics and EDs) at both campuses -Health fairs and events in neighborhoods within UMMCs CBSA Results -Top 5 Health Concerns: -Diabetes/Sugar -Smoking/Drug/Alcohol Use -High Blood Pressure/Stroke -Cancer -Heart Disease 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 1,212 Baltimore City residents from the identified CBSA. B) Health Experts Methods -Reviewed & included National Prevention Strategy Priorities, Maryland State Health Improvement Plan (SHIP) indicators, and Healthy Baltimore 2015 plan from the Baltimore City Health Department -Reviewed Marylands State Health Improvement Plan (SHIP) and attended state-wide health summit in October 2014. -Progress to date on SHIP measures were presented as well as state-wide health priorities for upcoming multi-year cycle. -Conducted campus-wide stakeholder retreat in March 2015, including University of Maryland Schools of Medicine, Nursing, Social Work and UMB Community Affairs office -Interviewed Director of Chronic Disease Prevention at Baltimore City Health Department Results -National Prevention Strategy 7 Priority Areas -SHIP: 39 Objectives in 5 Vision Areas for the State, includes targets for Baltimore City -While progress has been made since 2012 - with 16 out of 41 measures meeting the identified targets at the state level, Measures within Baltimore City have not met identified targets; Even wider minority disparities within the City -Healthy Baltimore 2015: Ten Priority Areas -Baltimore City Health Department and Mayors Top Health Priorities: #1 Cardiovascular Disease (CVD) Decrease premature mortality (as defined as death prior to 75 years) #2 Asthma - Particularly pediatric asthma #3 Heroin Use While a priority, no major initiatives to date #4 Diabetes As related to CVD as a comorbidity -Health Expert UMB Campus Panel Focus Group Top Action Items included: -Improve communication and synergy across Campus schools and UMMC -Include University of Maryland Medical Center on UMB Community Action Council -Look for ways to partner and support each other C) Community Leaders Methods -Hosted a focus group in collaboration with the other Baltimore-based UMMS hospitals for community-based organization partners to share their perspectives on health needs (October 30, 2014) Results -Consensus reached 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 D) Social Determinants of Health (SDoH) Defined by the World Health Organization as: 'the conditions in which people are born, grow, live, work and age' Methods -Reviewed data from Baltimore Neighborhood Indicator Alliance (Demographic data and SDoH data) -Reviewed data from identified 2011 Baltimore City Health Departments Baltimore City Neighborhood Profiles, -Reviewed Baltimore City Food Desert Map Results -Baltimore City Summary of CBSA targeted zip codes -Top SDoHs: -Low Education Attainment (52.6% w/ less than HS degree) -High Poverty Rate (15.7%)/High Unemployment Rate (11%) -Violence -Poor Food Environment -Housing Instability E) Health Statistics/Indicators Methods Review annually and for this triennial survey the following: Local data sources: -Baltimore City Health Status Report -Baltimore Health Disparities Report Card -Baltimore Neighborhood Health Profiles -DHMH SHIP Biennial Progress Report 2012-2014 National trends and data: -Healthy People 2020 -County Health Rankings -Centers for Disease Control reports/updates -F as in Fat: Executive Summary (RWJF) Results -Baltimore City Health Outcomes Summary for CBSA-targeted zip codes -Top 3 Causes of Death in Baltimore City in rank order: -Heart Disease -Cancer -Stroke Cause of Pediatric Deaths -High rate of Infant Mortality Selecting Priorities Analysis of all quantitative and qualitative data described in the above section identified these top four areas of need within Baltimore City. These top priorities represent the intersection of documented unmet community health needs and the organizations key strengths and mission. These priorities were identified and approved by the UMMC/Midtown CHI Team and validated with the health experts from the UMB Campus Panel. An additional priority, health literacy, is shared throughout the UMMS system. 1. Cardiovascular Disease Prevention 2. Workforce Development 3. Maternal & Child Health 4. Violence Prevention Health Literacy (shared UMMS priority) In addition to the identified strategic priorities from the CHNA, UMMC employs the following pri |
| Eligibility Education & Financial Assistance - UMMSC | Schedule H, Part VI, line 3 University of Maryland Medical Center 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. It is the policy of the UMMS Entities to provide Financial Assistance based on indigence or high medical expenses for patients who meet specified financial criteria and request such assistance. The Financial Clearance Program Policy is a clear, comprehensive policy established to assess the needs of particular patients that have indicated a possible financial hardship in obtaining aid when it is beyond their financial ability to pay for services rendered. UMMC 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 -UMMC website -Patient Handbook distributed to all patients -Brochures explaining financial assistance are made available in all patient care areas -Patient Plain Language Sheets Newly revised in June 2016, This handout was revised and is at the 5th grade reading level (available in English, Spanish, French, & Chinese based on top languages spoken by UMMC patients) -Appearing in print media through local newspapers |
| Description of Community Served | Schedule H, Part VI, Line 4 For purposes of community benefits programming to the State, the community benefit service area for the University of Maryland Medical Center is defined within Baltimore City. There are seven zip codes which specifically defines the target population: 21201, 21215, 21216, 21217, 21218, 21223, and 21229. Zip codes in this community are part of the federally designated West Baltimore Medicaid Health Professional Shortage Area (HPSA). This designation indicates that there is less than one primary care provider practicing in the area for every 3,000 Medicaid eligible community members. The populations in these zip codes are some of the most vulnerable, underserved residents in Baltimore City with significant health disparities when compared to other zip codes in Baltimore City and Maryland. Residents within the targeted zip codes face significant health disparities. Life expectancy in the target population is 62.9 years vs 71.8 years for Baltimore City overall and 82 years for Roland Park, an upscale Baltimore City neighborhood. Life expectancy is affected by chronic disease prevalence and uncontrolled risk factors, like hypertension. According to Marylands Statewide Health Improvement Plan (SHIP), ER visits due to hypertension are 658.9/100,000 population in Baltimore City as compared with 252.2/100,000 for Maryland, placing Baltimore City with the highest prevalence in the State. This 20-year disparity in life expectancy and quality of life is also profoundly affected by multiple social determinants of health (SDoH). While there are numerous social determinants which affect this population, the main SDOHs include the prevalence of food deserts, unemployment and poverty, transportation issues, and violence. Physical environment determinants include the prevalence of inadequate/unsafe housing, vacant homes, and high tobacco and alcohol store density. The following table illustrates demographics and some of the significant social determinants of health affecting the target population. For a more detailed analysis of these and other determinants of health in this population, please review UMMC Midtown Campus FY2015 Community Health Needs Assessment at: http://ummidtown.org/~/media/systemhospitals/midtown/pdfs/aboutus/midtown- chna-executive-report-fy2015.pdf?la=en Target Population Description Target Population Total 260,969 (Male=120,058, Female=140,911) Median Age34.6 years Race White/Caucasian 45,918 Black/African American 199,656 Amer Indian/Alaska Native 996 Asian 6,063 Native Hawaiian/Other Pacific 101 Other 1,797 Two or More Races 6,438 Ethnicity Hispanic 5,490 Non-Hispanic 255,479 Median Household Income $42,266 Percentage of households w/ incomes below the federal poverty guidelines 22.7% Percentage of uninsured people 14% Percentage of Medicaid recipients 30.9% Percentage of HS graduates 66% Unemployment Rate21.9% - 28.6% No Vehicle Available 15.3% Severe Housing Problems 24% Healthy Food Availability Index 7.8-12.4 (Scale = 0-25) Tobacco Store Density 27.8- 51.4 stores/10,000 people |
| Promoting the Health of the Community | Schedule H, Part VI, line 5 Analysis of all quantitative and qualitative data from the FY15 CHNA identified four top areas of need within Baltimore City. These top priorities represent the intersection of documented unmet community health needs and the organizations key strengths and mission. These priorities were identified and approved by the UMMC/Midtown CHI Team and validated with the health experts from the UMB Campus Panel. All community health improvement programming is focused on these strategic priorities: 1. Cardiovascular Disease Prevention 2. Workforce Development 3. Maternal & Child Health 4. Violence Prevention Health Literacy (shared UMMS priority) Identified Need: Cardiovascular Disease Prevention Baltimore City Data: County Health Rankings reports that Baltimore City is ranked the lowest of all counties within Maryland on 6 of 8 major categories. 68% of Baltimore City adults are either overweight or obese. 34% of Baltimore adults report a BMI of > 30. Heart Disease is the number one leading cause of death, and stroke is the third leading cause of death in Baltimore City. Baltimore Citys Hypertension ED visit rate is 658.9/100,000 as compared to 252/100,000 for Maryland. Significant health disparities exist among African Americans in Baltimore City. Food deserts exist in half of the targeted CBSA zips. Thirty five percent of Baltimore high school students are obese or overweight compared with 26% statewide. http://health.baltimorecity.gov/sites/default/files/HealthyBaltimore2015_F inal_Web.pdf http://ship.md.networkofcare.org/ph/ship-detail.aspx?id=md_ship30 During the CHNA conducted in FY12 and FY15, UMMC identified key community priorities, one of which was Cardiovascular Disease Prevention. This need was identified both years and was based on the high prevalence of heart disease, hypertension, and obesity in the CBSA targeted zip codes as stated above. Hospital Initiative: Know Your Numbers Initiative Primary Objectives of Initiative: 1) Increase the proportion of adults who are at a healthy weight 2) Reduce the proportion of youth who are obese 3) Increase the proportion of adults who are at a healthy weight Single or Multi-year Plan: Multi-Year UMMC is working on this identified need over the three year cycle that is consistent with the CHNA cycle. Updates per Implementation Plan metric for each Fiscal Year are provided in the HSCRC Report and to the IRS. Key Collaborators in Delivery: UMMC Dept of Family Medicine Dept of Cardiology Dept of Clinical Nutrition University of Maryland Baltimore Campus Baltimore City Health Department American Heart Association MAC, Inc. Metrics: -# of people attending health events receiving info on heart healthy lifestyle through health fairs and events -# of Living Well with High Blood Pressure Classes Evaluation of Outcomes: -2,629 People attending health events who received info/education on heart-healthy lifestyle through health fairs and community events -85 People completed the Living Well with Hypertension class Continuation of Initiative: UMMC will continue to monitor performance and outcome measures annually. This priority and the accompanying initiatives will continue until the FY18 CHNA is completed. Expense: $130,506 with $0 external funding Identified Need: Cardiovascular Disease Prevention Baltimore City Data: County Health Rankings reports that Baltimore City is ranked the lowest of all counties within Maryland on 6 of 8 major categories. 68% of Baltimore City adults are either overweight or obese. 34% of Baltimore adults report a BMI of > 30. Heart Disease is the number one leading cause of death, and stroke is the third leading cause of death in Baltimore City. Baltimore Citys Hypertension ED visit rate is 658.9/100,000 as compared to 252/100,000 for Maryland. Significant health disparities exist among African Americans in Baltimore City. Food deserts exist in half of the targeted CBSA zips. Thirty five percent of Baltimore high school students are obese or overweight compared with 26% statewide. http://health.baltimorecity.gov/sites/default/files/HealthyBaltimore2015_F inal_Web.pdf http://ship.md.networkofcare.org/ph/ship-detail.aspx?id=md_ship28 During the CHNA conducted in FY12 and FY15, UMMC identified key community priorities, one of which was Cardiovascular Disease Prevention. This need was identified both years and was based on the high prevalence of heart disease, hypertension, and obesity in the CBSA targeted zip codes as stated above. Hospital Initiative:Maryland Healthy Men (Hypertension) Initiative Primary Objectives of Initiative: 1) Engage at least 440 African American men with hypertension education after identifying them with BP reading > 139/89 2) Decrease the ED visit rate due to hypertension (Maryland SHIP) Single or Multi-year Plan: Multi-Year UMMC is working on this identified need over the three year cycle that is consistent with the CHNA cycle. Updates per Implementation Plan metric for each Fiscal Year are provided in the HSCRC Report and to the IRS. Key Collaborators in Delivery: UMMC Dept of Family Medicine UMMC Dept of Cardiology UMMC Dept of Clinical Nutrition University of Maryland Baltimore Campus Local Farmers American Heart Association Shoppers Food Warehouse Druid Hill YMCA MAC (Maintaining Active Citizens), Inc. Baltimore City Health Department Metrics: -# of BP screenings (all races, both genders) -# of AA men with hypertension -# of AA men educated -# of AA men in program -BP after program -Self-reported behaviors after the program Evaluation of Outcomes: -1,063 people received BP screenings (all races, both genders) -337 African American men identified with hypertension >139/89 -337 AA men received education (risk factors, exercise, tobacco use, fast food, and salt intake) -35 men participated and completed the program -35% of the men participating in the program decrease their BP, 42% had same BP, and 23% stayed the same -95% of men reported they now take their BP regularly at home as a result of the program -95% of men reported they now know their BP as a result of this program Continuation of Initiative: UMMC will continue to monitor performance and outcome measures annually. This priority and the accompanying initiatives will continue until the FY18 CHNA is completed. Expense: $89,850 with $40,000 in external funding Identified Need: Cardiovascular Disease Prevention Baltimore City Data: County Health Rankings reports that Baltimore City is ranked the lowest of all counties within Maryland on 6 of 8 major categories. 68% of Baltimore City adults are either overweight or obese. 34% of Baltimore adults report a BMI of > 30. Heart Disease is the number one leading cause of death, and stroke is the third leading cause of death in Baltimore City. Significant health disparities exist among African Americans in Baltimore City. Food deserts exist in half of the targeted CBSA zips. Thirty five percent of Baltimore high school students are obese or overweight compared with 26% statewide. http://health.baltimorecity.gov/sites/default/files/HealthyBaltimore2015_F inal_Web.pdf http://ship.md.networkofcare.org/ph/ship-detail.aspx?id=md_ship28 During the CHNA conducted in FY12 and FY15, UMMC identified key community priorities, one of which was Cardiovascular Disease Prevention. This need was identified both years and was based on the high prevalence of heart disease, hypertension, and obesity in the CBSA targeted zip codes as stated above. Hospital Initiative:Farmers Market Primary Objectives of Initiative: 1) Increase healthy food access 2) Increase the variety of fruits and vegetables to the diets of the population aged 2 years and older 3) Increase the proportion of adults who are at a healthy weight (Maryland SHIP) Single or Multi-year Plan: Multi-Year UMMC is working on this identified need over the three year cycle that is consistent with the CHNA cycle. Updates per Implementation Plan metric for each Fiscal Year are provided in the HSCRC Report and to the IRS. Key Collaborators in Delivery: UMMC Dept of Family Medicine UMMC Dept of Community Health Improvement UMMC Dept of Clinical Nutrition University of Maryland Baltimore Campus Local Farmers Metrics: -# of Farmers Markets held -# of people attending Farmers Markets Evaluation of Outcomes: -28 Farmers Markets held (from May through November) -2,800 people attending (based on estimate of 100 attending at each weekly market) Continuation of Initiative: UMMC will continue to monitor performance and outcome measures annually. This priority and the accompanying initiatives will continue until the FY18 CHNA is completed. Expense: $28,288 with $0 external funding Identified Need: Maternal and Child Health Baltimore City Data: Pediatric asthma prevalence (20%) within Baltimore City is much higher than the State with a rate of 9.4%. According to the Maryland State Health Improvement Plan (SHIP), the ED visit rate for Baltimore City is 224.8 per 10,000 as compared to 63.8 per 10,000 f |
| Affiliated Health Care SYstem Roles - UMMSC | Schedule H, Part VI, Line 6 As part of the University of Maryland Medical System (UMMS), the UMMC University Campus 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 communitys 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 Systems 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 - UMMSC | Schedule H, Part VI, line 7 MD |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| Baltimore city public schools | ||||||||||
| 3603 DENNLY ROAD | BALTIMORE | MD | 21215 | 522064235 | govt | $100,000 | cost | 20,000 books | General Assistance | |
| UPPER CHESAPEAKE HEALTH FOUNDATION | ||||||||||
| 520 UPPER CHESAPEAKE DRIVE SUITE 40 | BEL AIR | MD | 21014 | 521398507 | 501(C)(3) | General Assistance | $100,000 | |||
| RONALD MCDONALD HOUSE - BALTIMORE | ||||||||||
| 635 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | 521184957 | 501(C)(3) | General Assistance | $70,000 | |||
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | ||||||||||
| 620 WEST LEXINGTON STREET 5TH FLOOR | BALTIMORE | MD | 21201 | 311678679 | 501(C)(3) | General Assistance | $53,500 | |||
| AMERICAN HEART ASSOCIATION MID ATLANTIC | ||||||||||
| PO BOX 50045 | PRESCOTT | AZ | 86304 | 251825116 | 501(C)(3) | General Assistance | $50,000 | |||
| BALTIMORE ORIOLES LIMITED PARTNERSHIP | ||||||||||
| 333 WEST CAMDEN STREET | BALTIMORE | MD | 21201 | 521174284 | 501(C)(3) | General Assistance | $45,000 | |||
| GREATER BALTIMORE COMMITTEE | ||||||||||
| 111 SOUTH CALVERT STREET SUITE 1700 | BALTIMORE | MD | 21202 | 520645650 | 501(C)(4) | General Assistance | $40,615 | |||
| MARYLAND MATERNITY ACCESS COALITION INC | ||||||||||
| 111 S CALVERT STREET SUITE 2820 | BALTIMORE | MD | 21202 | 464519170 | 501(C)(4) | General Assistance | $30,000 | |||
| YOUTHWORKS BALTIMORE CITY FOUNDATION INC | ||||||||||
| 101 WEST 24TH STREET | BALTIMORE | MD | 21218 | 521212473 | 501(c)(3) | General Assistance | $25,000 | |||
| LIVING LEGACY FOUNDATION | ||||||||||
| 1730 TWIN SPRINGS ROAD SUITE 200 | BALTIMORE | MD | 21227 | 521736533 | 501(c)(3) | General Assistance | $20,000 | |||
| CAL RIPKEN SR FOUNDATION | ||||||||||
| 1427 CLARKVIEW ROAD SUITE 100 | BALTIMORE | MD | 21209 | 522310500 | 501(C)(3) | General Assistance | $15,000 | |||
| DOWNTOWN PARTNERSHIP OF BALTIMORE | ||||||||||
| 20 SOUTH CHARLES STREET 6TH FLOOR | BALTIMORE | MD | 21201 | 521914273 | 501(C)(3) | General Assistance | $15,000 | |||
| SOUTHWEST PARTNERSHIP INC | ||||||||||
| 1138 HOLLINS STREET | BALTIMORE | MD | 21223 | 474390017 | 501(C)(3) | General Assistance | $15,000 | |||
| UMMS FOUNDATIONSHOCK TRAUMA GALA | ||||||||||
| 110 SOUTH PACA STREET | BALTIMORE | MD | 21201 | 522238893 | 501(C)(3) | General Assistance | $10,500 | |||
| BALTIMORE AREA COUNCIL BSA | ||||||||||
| 701 WYMAN PARK DRIVE | BALTIMORE | MD | 21211 | 521059157 | 501(c)(3) | General Assistance | $10,000 | |||
| BALTIMORE WASHINGTON MEDICAL CNTR FOUNDA | ||||||||||
| 300 HOSPITAL DRIVE SUITE 231 | GLEN BURNIE | MD | 21061 | 521813656 | 501(C)(3) | General Assistance | $10,000 | |||
| CHARLES REGIONAL MEDICAL CENTER FOUNDATI | ||||||||||
| PO BOX 1701 | LA PLATA | MD | 20646 | 521414564 | 501(C)(3) | General Assistance | $10,000 | |||
| MT WASHINGTON PEDIATRIC HOSPITAL | ||||||||||
| 1708 WEST ROGERS AVENUE | BALTIMORE | MD | 21209 | 520591483 | 501(C)(3) | General Assistance | $10,000 | |||
| SAINT AGNES FOUNDATION | ||||||||||
| 900 CATON AVENUE MAILBOX 123 | BALTIMORE | MD | 21229 | 521415083 | 501(C)(3) | General Assistance | $10,000 | |||
| UNITEDHEALTHCARE CHILDRENS FOUNDATION IN | ||||||||||
| 9700 HEALTH CARE LANE MN017-W400 | MINNETONKA | MN | 55343 | 522177891 | 501(C)(3) | General Assistance | $9,000 | |||
| JDRF INTERNATIONAL | ||||||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20001 | 231907729 | 501(c)(3) | General Assistance | $7,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | UNIVERSITY OF MARYLAND MEDICAL SYSTEM MAKES CONTRIBUTIONS TO ORGANIZATIONS IN SUPPORT OF ITS OVERALL MISSION OF HEALTH PROMOTION IN THE COMMUNITY IT SERVES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (17 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 DILLON | ||||||||||||||
| DIRECTOR | $0 | $0 | $0 | $0 | $156,456 | $0 | $0 | $0 | $0 | $0 | $156,456 | $0 | $0 | $0 |
| ROBERT A CHRENCIK | ||||||||||||||
| PRESIDENT AND CEO | $1,265,687 | $0 | $1,105,294 | $0 | $1,870,062 | $0 | $10,600 | $0 | $13,434 | $0 | $4,265,077 | $0 | $0 | $0 |
| MOHAN SUNTHARALINGAM | ||||||||||||||
| PRESIDENT & CEO, UMMC | $1,060,132 | $0 | $200,017 | $0 | $3,612 | $0 | $153,100 | $0 | $16,377 | $0 | $1,433,238 | $0 | $0 | $0 |
| HENRY J FRANEY | ||||||||||||||
| CFO- UMMS/TREASURER | $812,487 | $0 | $397,804 | $0 | $544,519 | $0 | $10,600 | $0 | $13,434 | $0 | $1,778,844 | $0 | $0 | $0 |
| MEGAN M ARTHUR | ||||||||||||||
| SVP & GEN COUNSEL/ SEC'TY | $459,231 | $0 | $196,154 | $0 | $75,697 | $0 | $10,600 | $0 | $16,951 | $0 | $758,633 | $0 | $0 | $0 |
| JEFFERY A RIVEST | ||||||||||||||
| FORMER PRESIDENT & CEO - UMMC | $0 | $0 | $0 | $0 | $818,792 | $0 | $0 | $0 | $0 | $0 | $818,792 | $0 | $0 | $0 |
| LISA C ROWEN | ||||||||||||||
| SVP & CNO - UMMC | $447,723 | $0 | $207,000 | $0 | $66,417 | $0 | $10,600 | $0 | $13,436 | $0 | $745,176 | $0 | $0 | $0 |
| WALTER ETTINGER | ||||||||||||||
| SVP & CMO - UMMS | $612,615 | $0 | $250,920 | $0 | $18,053 | $0 | $98,834 | $0 | $13,434 | $0 | $993,856 | $0 | $0 | $0 |
| JON P BURNS | ||||||||||||||
| SVP & CIO | $412,502 | $0 | $175,483 | $0 | $60,253 | $0 | $10,600 | $0 | $13,434 | $0 | $672,272 | $0 | $0 | $0 |
| MICHAEL R JABLONOVER | ||||||||||||||
| SVP & CMO | $454,198 | $0 | $201,960 | $0 | $65,936 | $0 | $10,600 | $0 | $17,052 | $0 | $749,746 | $0 | $0 | $0 |
| KEITH D PERSINGER | ||||||||||||||
| SVP & CFO UMMC | $597,825 | $0 | $252,450 | $0 | $87,827 | $0 | $10,600 | $0 | $5,600 | $0 | $954,302 | $0 | $0 | $0 |
| DAVID P SWIFT | ||||||||||||||
| SVP - Chief HR Officer | $436,160 | $0 | $176,300 | $0 | $62,259 | $0 | $10,600 | $0 | $0 | $0 | $685,319 | $0 | $0 | $0 |
| JOHN W ASHWORTH III | ||||||||||||||
| SVP NETWORK DEVELOPMENT | $602,349 | $0 | $390,000 | $0 | $122,128 | $0 | $10,600 | $0 | $17,216 | $0 | $1,142,293 | $0 | $0 | $0 |
| GERALD L WOLLMAN | ||||||||||||||
| SVP CORP OPERATIONS | $411,853 | $0 | $182,600 | $0 | $58,681 | $0 | $10,600 | $0 | $16,770 | $0 | $680,504 | $0 | $0 | $0 |
| ALISON G BROWN | ||||||||||||||
| SVP PLANNING & MARKETING | $425,498 | $0 | $184,212 | $0 | $65,025 | $0 | $10,600 | $0 | $15,475 | $0 | $700,810 | $0 | $0 | $0 |
| MARK KELEMAN | ||||||||||||||
| CHIEF MED INFO OFFICER, UMMC | $348,983 | $0 | $151,089 | $0 | $48,503 | $0 | $10,600 | $0 | $16,951 | $0 | $576,126 | $0 | $0 | $0 |
| RICHARD C SZUMEL | ||||||||||||||
| PATHOLOGIST | $443,392 | $0 | $180,293 | $0 | $22,141 | $0 | $76,603 | $0 | $13,434 | $0 | $735,863 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | SCHEDULE J, PART I, LINE 1A UMMS EXECUTIVES RECEIVE A BENEFIT PACKAGE WHICH MAY BE USED TOWARDS HEALTH CLUB DUES OR OTHER HEALTH MAINTENANCE PROGRAMS. SUCH BENEFITS ARE CAPPED AT $7,000, $5,000 OR $3,000 DEPENDING ON JOB TITLE AS DESCRIBED IN THE PROGRAM DOCUMENTS. |
| SEVERANCE PAYMENT OR CHANGE OF CONTROL PAYMENT | SCHEDULE J, PART I, LINE 4A DURING THE FISCAL YEAR-ENDED JUNE 30, 2017, CERTAIN OFFICERS AND KEY EMPLOYEES HAVE RECEIVED SEVERANCE PAYMENTS. THESE AMOUNTS ARE REPORTED AS TAXABLE COMPENSATION AND REPORTED ON SCHEDULE J, PART II, LINE B(III), OTHER REPORTABLE COMPENSATION. THE INDIVIDUALS AND AMOUNTS ARE LISTED BELOW: JEFFREY A. RIVEST $792,104 |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | SCHEDULE J, PART I, LINE 4B DURING THE FISCAL YEAR- ENDED JUNE 30, 2017, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE INDIVIDUALS LISTED BELOW HAVE 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: KENNETH LEWIS WALTER ETTINGER. DURING THE FISCAL YEAR-ENDED JUNE 30, 2017, 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 JEFFREY A. RIVEST HENRY J. FRANEY KEITH D. PERSINGER LISA C. ROWAN MEGAN M. ARTHUR JON P. BURNS MICHAEL R. JABLONOVER DAVID P. SWIFT JOHN W. ASHWORTH ALLISON G. BROWN GERALD WOLLMAN |
| NON-FIXED PAYMENTS | SCHEDULE J, PART I, LINE 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2005) | ||||||||
| A | 520936091 | 574217V51 | 2008-06-25 | $144,317,619 | CURRENT REFUNDING of pre-2003 issu | false | false | false |
| MHHEFA (Series 2007A) | ||||||||
| B | 520936091 | 574217G74 | 2007-09-12 | $96,445,000 | ADVANCE REFUNDING of pre-2003 issu | false | false | false |
| MHHEFA (Series 2008D) | ||||||||
| C | 520936091 | 574217V28 | 2008-05-21 | $50,000,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2008E) | ||||||||
| D | 520936091 | 574217V36 | 2008-05-21 | $55,000,000 | CURRENT REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $19,450,000 | $0 | $144,317,619 | $0 | $0 | $0 | $1,167,619 | $0 | $0 | $0 | $143,150,000 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $96,445,000 | $0 | $0 | $0 | $784,512 | $13,877 | $0 | $0 | $95,646,611 | $0 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $0 | $0 | $50,000,000 | $0 | $0 | $0 | $283,967 | $33,758 | $0 | $0 | $49,682,275 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $55,000,000 | $0 | $0 | $0 | $309,350 | $36,775 | $0 | $0 | $54,653,875 | $0 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||
| B | 0 | ||||||||
| C | 0.00000 | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | Yes (true) |
| D | 0.00000 | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | false | false | 0 | false | Yes (true) | ||
| JP MORGAN BANKAMER | ||||||||||
| B | false | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 27. | |
| JP MORGAN BAKAMER | ||||||||||
| C | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 34.6 | false | |
| JP MORGAN BANKAMER | ||||||||||
| D | false | false | Yes (true) | Yes (true) | false | 0 | false | Yes (true) | 34.6 | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2008F) | ||||||||
| A | 520936091 | 574217Y66 | 2008-07-10 | $89,764,001 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2010) | ||||||||
| B | 520936091 | 5742175E1 | 2010-01-07 | $241,441,656 | NEW MONEY/CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2012A) | ||||||||
| C | 520936091 | 000000000 | 2012-08-16 | $40,785,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2012B) | ||||||||
| D | 520936091 | 000000000 | 2012-08-16 | $50,170,000 | CURRENT REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Substantial CompletionSubstantialCompletionYr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $46,930,000 | $0 | $89,764,001 | $0 | $0 | $0 | $792,457 | $0 | $0 | $0 | $88,971,544 | $0 | Yes (true) | false | Yes (true) | Yes (true) | |
| B | $38,695,000 | $0 | $241,441,656 | $3,471,344 | $0 | $0 | $2,656,305 | $0 | $0 | $130,000,000 | $105,314,007 | $0 | Yes (true) | false | false | Yes (true) | 2012 |
| C | $0 | $0 | $40,785,000 | $0 | $0 | $0 | $580,000 | $0 | $0 | $0 | $40,205,000 | $0 | Yes (true) | false | false | Yes (true) | |
| D | $0 | $0 | $50,170,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,170,000 | $0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| D | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2012C) | ||||||||
| A | 520936091 | 000000000 | 2012-08-16 | $50,175,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2012D) | ||||||||
| B | 520936091 | 000000000 | 2012-08-16 | $75,205,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2013A) | ||||||||
| C | 520936091 | 574218MH3 | 2013-03-08 | $265,377,428 | NEW MONEY/CURRENT & ADVANCED REFUN | false | false | false |
| MHHEFA (Series 2015) | ||||||||
| D | 520936091 | 574218WD1 | 2015-05-21 | $86,603,677 | ADVANCE REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $50,175,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $50,175,000 | $0 | Yes (true) | false | false | Yes (true) |
| B | $0 | $0 | $75,205,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $75,205,000 | $0 | Yes (true) | false | false | Yes (true) |
| C | $15,485,000 | $0 | $265,377,428 | $0 | $0 | $0 | $2,662,975 | $0 | $0 | $129,930,000 | $89,614,452 | $43,170,000 | Yes (true) | Yes (true) | false | Yes (true) |
| D | $2,410,000 | $0 | $86,603,677 | $0 | $0 | $0 | $9,475 | $0 | $0 | $0 | $86,594,202 | $0 | false | Yes (true) | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| D | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2011A) | ||||||||
| A | 520936091 | 000000000 | 2011-10-01 | $42,000,000 | NEW MONEY | false | false | false |
| MHHEFA (Series 2011B) | ||||||||
| B | 520936091 | 000000000 | 2011-12-01 | $59,225,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2011C) | ||||||||
| C | 520936091 | 000000000 | 2011-12-01 | $59,225,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2016A) | ||||||||
| D | 520936091 | 000000000 | 2016-09-27 | $36,640,000 | CURRENT REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $50,000,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
| B | $61,800,000 | $0 | $59,225,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | 2000 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $58,080,000 | $0 | $59,225,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | 2000 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $36,640,000 | $0 | $0 | $0 | $125,000 | $0 | $0 | $0 | $36,515,000 | $0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| D | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2016B) | |||||||
| A | 520936091 | 2016-09-27 | $50,295,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2016C) | |||||||
| B | 520936091 | 2016-09-27 | $50,345,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2016D) | |||||||
| C | 520936091 | 2016-09-27 | $75,505,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2016E) | |||||||
| D | 520936091 | 2016-10-13 | $54,370,000 | CURRENT REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $50,295,000 | $0 | $0 | $0 | $125,000 | $0 | $0 | $0 | $50,170,000 | $0 | Yes (true) | false | false | Yes (true) |
| B | $0 | $0 | $50,345,000 | $0 | $0 | $0 | $170,000 | $0 | $0 | $0 | $50,175,000 | $0 | Yes (true) | false | false | Yes (true) |
| C | $0 | $0 | $75,505,000 | $0 | $0 | $0 | $300,000 | $0 | $0 | $0 | $75,205,000 | $0 | Yes (true) | false | false | Yes (true) |
| D | $0 | $0 | $54,370,000 | $0 | $0 | $0 | $160,000 | $0 | $0 | $0 | $54,210,000 | $0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| D | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MHHEFA (Series 2016F) | |||||||
| A | 520936091 | 2016-10-13 | $54,360,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2017A) | |||||||
| B | 520936091 | 2017-01-01 | $46,220,000 | CURRENT REFUNDING | false | false | false |
| MHHEFA (Series 2017B) | |||||||
| C | 520936091 | 2017-02-02 | $165,070,579 | ADVANCE REFUNDING | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $54,360,000 | $0 | $0 | $0 | $150,000 | $0 | $0 | $0 | $54,210,000 | $0 | Yes (true) | false | false | Yes (true) |
| B | $0 | $0 | $46,220,000 | $0 | $0 | $0 | $170,000 | $0 | $0 | $0 | $46,050,000 | $0 | Yes (true) | false | false | Yes (true) |
| C | $0 | $0 | $165,070,579 | $0 | $0 | $157,001,448 | $1,431,716 | $0 | $0 | $0 | $6,023,164 | $0 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| B | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
| C | false | false | false | Yes (true) | false | 0.00000 | 0.00000 | 0.00000 | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kelly Associates Insurance Group | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | See Part V | RelationshipDescriptionTxt |
| Transaction | $1,610,553 | TransactionAmt |
| Transaction | See Part V | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Senator Francis X. Kelly, Jr. | FormAndLineReferenceDesc |
| Explanation | Kelly & Associates Insurance Group Francis Kelly is a Director of the University of Maryland Medical System Corporation as well as the Chairman and Chief Executive Officer of Kelly & Associates INsurance Group, Inc. UMMS uses Kelly & Associates to purchase health, vision, dental, and life insurance policies for the employees of the system. Services provided by Kelly & Associates are charged at or below fair market value. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11B THE IRS FORM 990 IS PREPARED AND REVIEWED BY THE ACCOUNTING FIRM OF GRANT THORNTON. ACCOUNTING PERSONNEL IN FINANCE SHARED SERVICES AT THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM GATHER THE INFORMATION NEEDED TO COMPLETE THE RETURN AND INPUT THE DATA INTO THE GRANT THORNTON TAX ORGANIZER, WHICH IS AN EXCEL-BASED SYSTEM. WHEN ALL DATA HAS BEEN ENTERED, THE INFORMATION IS SUBMITTED TO GRANT THORNTON FOR IMPORTATION INTO THEIR TAX SOFTWARE. AT THIS POINT, GRANT THORNTON STAFF MEMBERS REVIEW THE DATA, ASK FOR ADDITIONAL INFORMATION IF NEEDED AND PREPARE THE TAX RETURN. EACH RETURN IS REVIEWED AT SEVERAL LEVELS AT GRANT THORNTON INCLUDING THE TAX PARTNER. AFTER THEIR REVIEW PROCESS, A DRAFT RETURN IS SENT TO THE ACCOUNTING STAFF AT UMMS FOR AN IN-HOUSE REVIEW. UPON COMPLETION OF THE IN-HOUSE REVIEW, GRANT THORNTON IS INSTRUCTED TO MAKE ANY NECESSARY CHANGES AND TO PREPARE THE FINAL TAX RETURN. THE FINAL RETURN UNDERGOES ANOTHER REVIEW BY THE ACCOUNTING STAFF AT FINANCE SHARED SERVICES AND IS ALSO REVIEWED BY THE ACCOUNTING MANAGER, THE DIRECTOR OF FINANCIAL REPORTING, THE VICE PRESIDENT OF FINANCE AND THE CFO, WHO SIGNS THE RETURN. PRIOR TO FILING THE IRS FORM 990, THE ORGANIZATION'S BOARD CHAIRMAN, TREASURER, AUDIT COMMITTEE CHAIRMAN, EXECUTIVE COMMITTEE CHAIRMAN OR OTHER MEMBER OF THE BOARD WITH SIMILAR AUTHORITY WILL REVIEW THE IRS FORM 990. AT THE DISCRETION OF THE REVIEWING BOARD MEMBER, SUCH MEMBER WILL BRING ANY ISSUES OR QUESTIONS RELATED TO THE COMPLETED IRS FORM 990 TO THE ATTENTION OF THE BOARD. NOTWITHSTANDING THE ABOVE, A BOARD RESOLUTION IS NOT REQUIRED FOR THE FILING OF THE ORGANIZATION'S IRS FORM 990. EACH BOARD MEMBER IS PROVIDED WITH A COPY OF THE FINAL IRS FORM 990 BEFORE FILING. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | FORM 990, PART VI, LINE 12C THE ORGANIZATION'S OFFICERS, DIRECTORS, EMPLOYEES 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 ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THE GENERAL COUNSEL OF THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION (UMMSC) REVIEWS THE RESPONSES FOR UMMSC and certain other affiliates. THE CEO OR CFO OF EACH OF THE OTHER ENTITIES IN THE UNIVERSITY OF MARYLAND MEDICAL 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 UNIVERSITY OF MARYLAND MEDICAL 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, LINES 15A AND 15B 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. THIS 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, LINE 19 IN GENERAL, FINANCIAL AND TAX INFORMATION RELATING TO THE ORGANIZATION IS DEEMED PROPRIETARY AND NOT SUBJECT TO DISCLOSURE UPON REQUEST. HOWEVER, SPECIFIC PROVISIONS OF FEDERAL AND STATE LAW REQUIRE THE ORGANIZATION TO DISCLOSE CERTAIN LIMITED FINANCIAL AND TAX DATA UPON A SPECIFIC REQUEST FOR THAT INFORMATION. REQUESTS FOR FORM 990 AND FORM 1023: A REQUESTOR SEEKING TO REVIEW AND/OR OBTAIN A COPY OF THE ORGANIZATION'S IRS FORM 990 OR FORM 1023 AS FILED WITH THE INTERNAL REVENUE SERVICE, INCLUDING ALL SCHEDULES AND ATTACHMENTS, MAY APPEAR IN PERSON OR SUBMIT A WRITTEN REQUEST. THE MOST RECENT THREE YEARS OF IRS FORM 990 MAY BE REQUESTED. IF THE REQUESTER APPEARS IN PERSON, THE INDIVIDUAL IS DIRECTED TO THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR THE ORGANIZATION AND THE FORM 990 AND/OR FORM 1023 ARE MADE AVAILABLE FOR INSPECTION. THE INDIVIDUAL IS PERMITTED TO REVIEW THE RETURN, TAKE NOTES AND REQUEST A COPY. IF REQUESTED, A NOMINAL FEE IS CHARGED FOR MAKING THE COPIES. THE ORGANIZATION MAY HAVE AN EMPLOYEE PRESENT DURING THE PUBLIC INSPECTION OF THE DOCUMENT. WRITTEN REQUESTS FOR AN ENTITY'S FORM 990 OR FORM 1023 ARE DIRECTED IMMEDIATELY TO THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR THE ORGANIZATION. THE REQUESTED COPIES ARE MAILED WITHIN 30 DAYS OF THE REQUEST. REPRODUCTION FEES AND MAILING COSTS ARE CHARGED TO THE REQUESTOR. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS: IF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF OUR ORGANIZATION ARE SUBJECT TO THE FEDERAL PUBLIC DISCLOSURE RULES (OR STATE PUBLIC DISCLOSURE RULES), THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 CHANGE IN FMV OF INT RATE SWAP $ 76,797,407 UM Health Fund Balance $ (4,616,274) PRIOR PERIOD ADJUSTMENT - UMHV $ (4,410,850) IT ENTERPRISE ALLOCATION $ (4,088,925) CHANGE IN ECON INT FOUNDATION $ (314,808) DONATED CAPITAL $ 132,793 INVESTMENT IN MWPH $ 1,662,778 CHANGE IN SWAP VALUATION $ 1,715,473 STRATEGIC PRIORITIES $ 15,521,950 -------------- TOTAL $ 82,399,545 ============== |
| HOURS ON RELATED ENTITY | PART VII, SECTION A, COL (B) THE UNIVERSITY OF MARYLAND MEDICAL SYSTEM (UMMS) IS A MULTI-ENTITY HEALTH CARE SYSTEM THAT INCLUDES 11 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|
| 36 S Paca Street LLC | |||||||||
| 36 S Paca Street | Baltimore | MD | 21211 | 562544990 | Rental | MD | $929,000 | $14,569,000 | UMMSC |
| University of Maryland Ecare LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 461441270 | Healthcare | MD | $2,942,000 | $2,259,000 | UMMSC |
| University of Maryland Medical Center L | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 320443777 | Healthcare | MD | $0 | $0 | UMMSC |
| University of Maryland Health Ventures | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 474794292 | Healthcare | MD | $0 | $0 | UMMSC |
| UMRMC I Inc | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | Healthcare | MD | $0 | $0 | UMMSC | |
| UMRMC LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | Healthcare | MD | $0 | $0 | UMMSC | |
| UMMC I LLC | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 383945516 | Healthcare | MD | $0 | $0 | UMMSC |
| University of Maryland Quality Care Netw | |||||||||
| 250 W Pratt Street | Baltimore | MD | 21201 | 371824357 | Healthcare | MD | $0 | $0 | UMMSC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (37 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) | 12A | umBWHS | 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 | Yes (true) |
| BW Medical Center Foundation Inc | ||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521813656 | Fundraising | MD | 501(c)(3) | 12C | BWMC | 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 | Yes (true) |
| 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 | Yes (true) |
| 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 |
| Dorchester General Hospital Foundation | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521703242 | Fundraising | MD | 501(c)(3) | 12D | UMSRH | false |
| Memorial Hospital Foundation Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521282080 | Fundraising | MD | 501(c)(3) | 12A | SHS | false |
| UM COMMUNITY MEDICAL GROUP INC | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 521874111 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | Yes (true) |
| Shore Health System Inc | ||||||||||
| 219 South Washington Street | Easton | MD | 21601 | 520610538 | Healthcare | MD | 501(c)(3) | 03 | UMSRH | false |
| James Lawrence Kernan Hosp Endow Fd | ||||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 237360743 | Fundraising | MD | 501(c)(3) | 12B | jlkh | false |
| James Lawrence Kernan Hospital Inc | ||||||||||
| 2200 Kernan Drive | Baltimore | MD | 21207 | 520591639 | Healthcare | MD | 501(c)(3) | 03 | UMMSC | Yes (true) |
| UMMS Foundation Inc | ||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 522238893 | Fundraising | MD | 501(c)(3) | 12A | UMMSC | Yes (true) |
| University of Maryland Charles Regional | ||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522155576 | Healthcare | MD | 501(c)(3) | 12C | UMMSC | Yes (true) |
| 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 | UCHS | false |
| UCH Legacy Funding Corporation | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 520882914 | Fundraising | MD | 501(c)(3) | 12A | 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 | Yes (true) |
| 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 Center Inc | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521253920 | Healthcare | MD | 501(c)(3) | 03 | 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 Care I | ||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521229742 | Home Care | MD | 501(c)(3) | 10 | UMUCHS | false |
| UMSJ Health System LLC | ||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 462097818 | Healthcare | MD | 501(c)(3) | 3 | UMMSC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | OwnershipOwnershipPct | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates LLC | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 522000762 | Healthcare | MD | APA Inc | n/a | 0.99000 | ||||
| Baltimore Washington Imaging LLC | |||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 20161 | 200806027 | Healthcare | MD | UMBWMS | REALTED | 0.65000 | false | false | ||
| Universitycare LLC | |||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 521914892 | Healthcare | MD | UMMSC | RELATED | 0.90000 | false | false | $2,600,000 | $2,220,000 |
| O'Dea Medical Arts Limited Partnership | |||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521682964 | Rental | MD | SJMC Prop | RELATED | 0.76000 | false | false | $2,666,000 | $13,167 |
| Advanced Imaging at St Joseph Medical C | |||||||||||||
| 7601 Osler Drive | Towson | MD | 21204 | 521958002 | Healthcare | MD | UMSJMC | related | 0.51000 | false | false | ||
| UM Charles Regional Imaging | |||||||||||||
| PO Box 1070 | LaPlata | MD | 20646 | 300956382 | Healthcare | MD | UMCRCP | related | 0.70000 | false | false | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Arundel Physicians Associates Inc | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521992649 | Healthcare | MD | bwhe | c corp | |||||||||
| Baltimore Washington Health Enterprises | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521936656 | Healthcare | MD | UMBWMS | C Corp | |||||||||
| BW Professional Services Inc | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | 521655640 | Healthcare | MD | UMBWMS | C Corp | |||||||||
| UM Charles Regional Care Partners | |||||||||||||||||
| PO Box 1070 | La Plata | MD | 20646 | 522176314 | Healthcare | MD | UMCRH | C Corp | |||||||||
| University Midtown Prof Center A Condo | |||||||||||||||||
| 827 Linden Avenue | Baltimore | MD | 21201 | 521891126 | Real Estate | MD | UMMTH | C Corp | |||||||||
| NA Executive Building Condo Assn Inc | |||||||||||||||||
| 301 Hospital Drive | Glen Burnie | MD | 21061 | Real Estate | MD | NADC | C Corp | ||||||||||
| Terrapin Insurance Company | |||||||||||||||||
| 980129232 | Insurance | UMMS | C Corp | PO Box 1109 | GRAND CAYMAN | CJ | KY1-1102 | CJ | $22,468,500 | $120,058,000 | 0.50000 | Yes (true) | |||||
| MD Medicine Comp Insurance Program | |||||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 526315433 | Insurance | MD | NA | Trust | 0.50000 | Yes (true) | |||||||
| Upper Chesapeake Insurance Company | |||||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 980468438 | Insurance | UMUCHS | Ltd | CJ | 1.00000 | ||||||||
| Upper Chesapeake Health Ventures Inc | |||||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 522031264 | Healthcare | MD | UMUCHS | C Corp | 1.00000 | Yes (true) | |||||||
| Upper Chesapeake Medical Center Land Con | |||||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 770674478 | Real Estate | MD | UC Med Crt | C Corp | 1.00000 | ||||||||
| Upper Chesapeake Medical Office Building | |||||||||||||||||
| 520 Upper Chesapeake Dr | Bel Air | MD | 21014 | 521946829 | Real Estate | MD | UC Hlth Vent | C Corp | 1.00000 | ||||||||
| University of Maryland Health Advantage | |||||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 461411902 | Insurance | MD | UMMSHP | C Corp | 1.00000 | Yes (true) | |||||||
| University of Maryland Health Partners | |||||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 452815803 | Insurance | MD | UMMSHP | C Corp | 1.00000 | Yes (true) | |||||||
| University of Maryland Medical System He | |||||||||||||||||
| 22 South Greene Street | Baltimore | MD | 21201 | 452815722 | Insurance | MD | UM Hlth Vent | C Corp | 1.00000 | Yes (true) | |||||||
| Shore Orthopedics Inc | |||||||||||||||||
| 219 S Washington Street | Easton | MD | 21601 | 371817262 | Healthcare | MD | SHS | C Corp | |||||||||
| 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 | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Umms Foundation Inc | ||
| C | $10,004,010 | FMV |
| James L Kernan Hospital Inc | ||
| L | $220,368 | FMV |
| James L Kernan Hospital Inc | ||
| Q | $11,440,595 | FMV |
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